JACOBS LEVY EQUITY MANAGEMENT, INC
Follow13F filer, CIK 884414, FLORHAM PARK, NJ
JACOBS LEVY EQUITY MANAGEMENT, INC reported $25,170,424,580 across 953 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-17. Its ten largest share positions make up 26.87% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000884414-25-000005
- Period
- 2025-09-30
- Reported value
- $25.2B
- Holdings
- 953
- Top 10 weight
- 26.87%
- New
- 129
- Sold out
- 196
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| ALNYadded | +392,668 | $179M |
| LRCXadded | +1,056,502 | $141M |
| MASadded | +1,901,815 | $134M |
| NUadded | +7,044,248 | $113M |
| CPNGadded | +3,343,171 | $108M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| GEVreduced | -338,725 | -$208M |
| NVDAreduced | -968,754 | -$181M |
| LIIreduced | -327,481 | -$173M |
| AAPLreduced | -666,379 | -$170M |
| TSCOreduced | -2,666,471 | -$152M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 953 share positions
Sold out in Q3 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| PGRPROGRESSIVE CORP | 249,895 | $66.7M | shares |
| EPAMEPAM SYS INC | 341,839 | $60.4M | shares |
| MEDPMEDPACE HLDGS INC | 116,249 | $36.5M | shares |
| WHRWHIRLPOOL CORP | 345,368 | $35M | shares |
| HALHALLIBURTON CO | 1,309,298 | $26.7M | shares |
| AXSAXIS CAP HLDGS LTD | 235,983 | $24.5M | shares |
| LYVLIVE NATION ENTERTAINMENT IN | 157,635 | $23.8M | shares |
| LYBLYONDELLBASELL INDUSTRIES NV | 385,918 | $22.3M | shares |
| BHFBRIGHTHOUSE FINL INC | 365,937 | $19.7M | shares |
| GPORGULFPORT ENERGY CORP | 89,262 | $18M | shares |
| WKWORKIVA INC | 229,343 | $15.7M | shares |
| LTHLIFE TIME GROUP HOLDINGS INC | 487,630 | $14.8M | shares |
| EBAYEBAY INC. | 178,041 | $13.3M | shares |
| DHID R HORTON INC | 100,987 | $13M | shares |
| PANWPALO ALTO NETWORKS INC | 57,777 | $11.8M | shares |
| PROPROS Holdings Inc | 688,559 | $10.8M | shares |
| OSONESTREAM INC | 366,734 | $10.4M | shares |
| MXLMAXLINEAR INC | 687,351 | $9.77M | shares |
| SCSSTEELCASE INC-CLASS A | 921,668 | $9.61M | shares |
| INTEGRAL AD SCIENCE HLDNG COINTEGRAL AD SCIENCE HLDNG CO | 1,035,774 | $8.61M | shares |
| EXLSEXLSERVICE HLDGS INC | 196,432 | $8.6M | shares |
| CFCF INDUSTRIES HOLD | 86,758 | $7.98M | shares |
| SSRMSSR MINING IN | 613,119 | $7.81M | shares |
| ACTENACT HLDGS INC | 199,078 | $7.4M | shares |
| GILDGILEAD SCIENCES INC | 65,923 | $7.31M | shares |
| MACMACERICH CO | 451,400 | $7.3M | shares |
| APLEAPPLE HOSPITALITY REIT INC | 616,664 | $7.2M | shares |
| SLBSLB LIMITED | 204,558 | $6.91M | shares |
| CVNACARVANA CO | 18,774 | $6.33M | shares |
| VISNVISTANCE NETWORKS INC | 741,293 | $6.14M | shares |
| RPMRPM INTL INC | 48,623 | $5.34M | shares |
| LLYELI LILLY & CO | 6,843 | $5.33M | shares |
| SAGE THERAPEUTICS INCSAGE THERAPEUTICS INC | 581,753 | $5.31M | shares |
| VVISA INC | 13,933 | $4.95M | shares |
| PRMPERIMETER SOLUTIONS INC | 341,474 | $4.75M | shares |
| BANCBANC OF CALIFORNIA INC | 329,553 | $4.63M | shares |
| DCIDONALDSON INC | 64,449 | $4.47M | shares |
| BYDBOYD GAMING CORP | 56,928 | $4.45M | shares |
| CBRECBRE GROUP INC | 30,986 | $4.34M | shares |
| DTEDTE ENERGY CO | 32,557 | $4.31M | shares |
| CVBFCVB FINL CORP | 216,355 | $4.28M | shares |
| XNCRXENCOR INC | 521,667 | $4.1M | shares |
| ROPROPER TECHNOLOGIES INC | 7,221 | $4.09M | shares |
| OPENOPENDOOR TECHNOLOGIES INC | 7,323,886 | $3.9M | shares |
| TFINTRIUMPH FINANCIAL INC | 70,651 | $3.89M | shares |
| TGLSTECNOGLASS INC | 48,232 | $3.73M | shares |
| ALKTALKAMI TECHNOLOGY INC | 123,697 | $3.73M | shares |
| SMTCSEMTECH CORP | 80,807 | $3.65M | shares |
| IBEXIBEX LTD | 124,838 | $3.63M | shares |
| CENXCENTURY ALUM CO | 190,674 | $3.44M | shares |
| ODPTHE ODP CORP | 185,928 | $3.37M | shares |
| IMXIINTERNATIONAL MONEY EXPRESS | 316,670 | $3.2M | shares |
| THE SHYFT GROUPTHE SHYFT GROUP | 251,083 | $3.15M | shares |
| TWLOTWILIO INC | 25,006 | $3.11M | shares |
| OPCHOPTION CARE HEALTH INC | 92,083 | $2.99M | shares |
| RMDRESMED INC | 11,405 | $2.94M | shares |
| WDWALKER & DUNLOP INC | 40,740 | $2.87M | shares |
| BRYBerry Corp | 1,021,938 | $2.83M | shares |
| PHMPULTE GROUP INC | 26,263 | $2.77M | shares |
| WBTNWEBTOON ENTMT INC | 296,795 | $2.69M | shares |
| HWKNHAWKINS INC | 17,691 | $2.51M | shares |
| ASIXADVANSIX INC | 105,761 | $2.51M | shares |
| AMPYAMPLIFY ENERGY CORP NEW | 777,095 | $2.49M | shares |
| CURBCURBLINE PPTYS CORP | 108,339 | $2.47M | shares |
| WLYWILEY JOHN & SONS INC | 45,112 | $2.01M | shares |
| CSLCARLISLE COS INC | 5,237 | $1.96M | shares |
| NBTBNBT BANCORP INC | 46,724 | $1.94M | shares |
| NWNNORTHWEST NAT HLDG CO | 46,543 | $1.85M | shares |
| OMCOMNICOM GROUP INC | 25,100 | $1.81M | shares |
| OCFCOCEANFIRST FINL CORP | 99,132 | $1.75M | shares |
| ZTSZOETIS INC | 10,943 | $1.71M | shares |
| HRTXHERON THERAPEUTICS INC | 820,504 | $1.7M | shares |
| AMGNAMGEN INC | 6,062 | $1.69M | shares |
| NICNICOLET BANKSHARES INC | 13,157 | $1.62M | shares |
| HLTHILTON WORLDWIDE HLDGS INC | 5,874 | $1.56M | shares |
| VERITEX HLDGS INCVERITEX HLDGS INC | 59,858 | $1.56M | shares |
| ZIMVIE INCZIMVIE INC | 158,940 | $1.49M | shares |
| DXPEDXP ENTERPRISES INC | 16,174 | $1.42M | shares |
| MERIDIANLINK INCMERIDIANLINK INC | 81,556 | $1.32M | shares |
| LNNLINDSAY CORP | 9,163 | $1.32M | shares |
| EHTHEHEALTH INC | 284,407 | $1.24M | shares |
| AMALAMALGAMATED FINANCIAL CORP | 39,612 | $1.24M | shares |
| ESNTESSENT GROUP LTD | 20,247 | $1.23M | shares |
| KALUKAISER ALUMINIUM CORPORATION | 14,926 | $1.19M | shares |
| EVEREVERQUOTE INC | 48,864 | $1.18M | shares |
| HNSTHONEST CO INC | 221,203 | $1.13M | shares |
| TNGXTANGO THERAPEUTICS INC | 218,779 | $1.12M | shares |
| RYAMRAYONIER ADVANCED MATLS INC | 290,843 | $1.12M | shares |
| CARGO THERAPEUTICS INC COMCARGO THERAPEUTICS INC COM | 262,697 | $1.08M | shares |
| QCRHQCR HLDGS INC | 15,663 | $1.06M | shares |
| TRGPTARGA RES CORP | 6,021 | $1.05M | shares |
| SEMLER SCIENTIFIC INCSEMLER SCIENTIFIC INC | 25,797 | $999K | shares |
| IPARINTERPARFUMS INC | 7,388 | $970K | shares |
| KWKENNEDY-WILSON HOLDINGS INC | 136,041 | $925K | shares |
| Leslie's IncLeslie's Inc | 2,184,890 | $917K | shares |
| BMBLBUMBLE INC | 136,568 | $900K | shares |
| CMPCOMPASS MINERALS INTL INC | 44,672 | $897K | shares |
| SPTSPROUT SOCIAL INC | 42,554 | $890K | shares |
| XERSXERIS BIOPHARMA HOLDINGS INC | 181,877 | $849K | shares |
| BCBRUNSWICK CORP | 15,046 | $831K | shares |
| REXREX AMERICAN RES CORP | 17,058 | $831K | shares |
| OLMAOLEMA PHARMACEUTICALS INC | 194,450 | $828K | shares |
| UEICUNIVERSAL ELECTRS INC | 124,771 | $826K | shares |
| BIOBIO RAD LABS INC | 3,349 | $808K | shares |
| OFLXOMEGA FLEX INC | 24,445 | $792K | shares |
| PYPLPAYPAL HLDGS INC | 10,649 | $791K | shares |
| ALBALBEMARLE CORP | 12,539 | $786K | shares |
| ORICORIC PHARMACEUTICALS INC | 76,447 | $776K | shares |
| ETONETON PHARMACEUTICALS INC | 54,275 | $773K | shares |
| NMRKNEWMARK GROUP INC | 63,257 | $769K | shares |
| PFBCPREFERRED BK LOS ANGELES CA | 8,745 | $757K | shares |
| ADPTADAPTIVE BIOTECHNOLOGIES COR | 63,369 | $738K | shares |
| NTRANATERA INC | 4,333 | $732K | shares |
| RCELAVITA MEDICAL INC | 138,199 | $731K | shares |
| BNEDBARNES & NOBLE ED INC | 60,163 | $708K | shares |
| NINISOURCE INC | 16,685 | $673K | shares |
| ADTNADTRAN HOLDINGS INC | 73,103 | $656K | shares |
| Y-mAbs Therapeutics IncY-mAbs Therapeutics Inc | 142,641 | $643K | shares |
| ONITONITY GROUP INC | 16,574 | $633K | shares |
| DOUGDOUGLAS ELLIMAN INC | 271,097 | $629K | shares |
| CMCLCALEDONIA MNG CORP | 32,275 | $624K | shares |
| YEXTYEXT INC | 72,417 | $616K | shares |
| ALABASTERA LABS INC | 6,690 | $605K | shares |
| PRIPRIMERICA INC | 2,189 | $599K | shares |
| TDUPTHREDUP INC | 79,281 | $594K | shares |
| UPBDUPBOUND GROUP INC | 23,596 | $592K | shares |
| SFLSFL CORPORATION LTD | 69,574 | $580K | shares |
| NPCENEUROPACE INC | 51,972 | $579K | shares |
| BEAMBEAM THERAPEUTICS INC | 32,645 | $555K | shares |
| UIUBIQUITI INC | 1,348 | $555K | shares |
| GKOSGLAUKOS CORP | 5,291 | $547K | shares |
| BBUCBROOKFIELD BUSINESS HOLDINGS | 17,063 | $532K | shares |
| SDSANDRIDGE ENERGY INC | 46,680 | $505K | shares |
| MCBMETROPOLITAN BK HLDG CORP | 6,904 | $483K | shares |
| ACRVACRIVON THERAPEUTICS INC | 382,234 | $455K | shares |
| NKENIKE INC | 6,264 | $445K | shares |
| DENNDENNY'S CORP | 99,595 | $408K | shares |
| VCELVERICEL CORP | 9,472 | $403K | shares |
| EMBCEMBECTA CORP | 41,531 | $402K | shares |
| OOMAOOMA INC | 30,623 | $395K | shares |
| Mersana Therapeutics IncMersana Therapeutics Inc | 1,332,945 | $395K | shares |
| LYELLYELL IMMUNOPHARMA INC | 39,621 | $350K | shares |
| ARDXARDELYX INC | 88,198 | $346K | shares |
| GRCGORMAN RUPP CO | 8,468 | $311K | shares |
| BGSB & G FOODS INC | 71,875 | $304K | shares |
| PLYMPLYMOUTH INDUSTRIAL REIT INC | 18,530 | $298K | shares |
| CBNKCAPITAL BANCORP INC MD | 8,853 | $297K | shares |
| CRDFCARDIFF ONCOLOGY INC | 92,269 | $291K | shares |
| HFFGHF FOODS GROUP INC | 90,570 | $288K | shares |
| ESABESAB CORPORATION | 2,348 | $283K | shares |
| ARANTERO RESOURCES CORP | 6,895 | $278K | shares |
| LUCID GROUP INCLUCID GROUP INC | 129,189 | $273K | shares |
| INTCINTEL CORP | 12,078 | $271K | shares |
| IONSIONIS PHARMACEUTICALS INC | 6,813 | $269K | shares |
| RAMPLIVERAMP HLDGS INC | 8,127 | $269K | shares |
| LINELINEAGE INC | 6,140 | $267K | shares |
| LEVILEVI STRAUSS & CO NEW | 14,391 | $266K | shares |
| IKENA ONCOLOGY INCIKENA ONCOLOGY INC | 198,107 | $265K | shares |
| PSNLPERSONALIS INC | 39,629 | $260K | shares |
| SBGISINCLAIR INC | 18,806 | $260K | shares |
| AMWDAMERICAN WOODMARK CORP | 4,766 | $254K | shares |
| CABOCABLE ONE INC | 1,866 | $253K | shares |
| GUARANTY BANCSHARES INCGUARANTY BANCSHARES INC | 5,905 | $251K | shares |
| USCBUSCB FINANCIAL HOLDINGS INC | 14,479 | $239K | shares |
| CDLXCARDLYTICS INC | 145,478 | $239K | shares |
| LMNRLIMONEIRA CO | 14,436 | $226K | shares |
| CATOCATO CORP NEW | 79,979 | $225K | shares |
| BWFGBANKWELL FINL GROUP INC | 6,207 | $224K | shares |
| PTCTPTC THERAPEUTICS INC | 4,542 | $222K | shares |
| SNDXSYNDAX PHARMACEUTICALS INC | 23,530 | $220K | shares |
| MOALTRIA GROUP INC | 3,747 | $220K | shares |
| DVADAVITA INC | 1,542 | $220K | shares |
| ZETAZETA GLOBAL HOLDINGS CORP | 14,171 | $220K | shares |
| ITGARTNER INC | 530 | $214K | shares |
| POWWOUTDOOR HOLDING CO | 167,153 | $214K | shares |
| PNCPNC FINL SVCS GROUP INC | 1,114 | $208K | shares |
| FSTRFOSTER L B CO | 9,418 | $206K | shares |
| UNITI GROUP INCUNITI GROUP INC | 46,955 | $203K | shares |
| FLWS1 800 FLOWERS COM INC | 38,000 | $187K | shares |
| MDXGMIMEDX GROUP INC | 30,516 | $186K | shares |
| DSPVIANT TECHNOLOGY INC | 14,009 | $185K | shares |
| LINDLINDBLAD EXPEDITIONS HLDGS I | 15,872 | $185K | shares |
| VIRCVIRCO MFG CO | 23,065 | $184K | shares |
| PKPARK HOTELS & RESORTS INC | 17,955 | $184K | shares |
| PDMPIEDMONT REALTY TRUST INC | 24,127 | $176K | shares |
| BRCCBRC INC | 127,805 | $167K | shares |
| ACCOACCO BRANDS CORP | 45,600 | $163K | shares |
| WOOFPETCO HEALTH & WELLNESS CO I | 50,243 | $142K | shares |
| INNVINNOVAGE HLDG CORP | 23,321 | $86.1K | shares |
| VYGRVOYAGER THERAPEUTICS INC | 27,046 | $84.1K | shares |
| CMTGCLAROS MTG TR INC | 24,442 | $69.7K | shares |
| CTNMCONTINEUM THERAPEUTICS INC | 17,245 | $68.5K | shares |
| STGWSTAGWELL INC | 13,033 | $58.6K | shares |
| DSGNDESIGN THERAPEUTICS INC | 13,501 | $45.5K | shares |
| NNBRNN INC | 17,758 | $37.3K | shares |
| STTKSHATTUCK LABS INC | 35,780 | $28.3K | shares |
How Q3 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0000884414-25-000005 | base | 2025-11-17 | acceptance time not in the bulk data set |