JACOBS LEVY EQUITY MANAGEMENT, INC
Follow13F filer, CIK 884414, FLORHAM PARK, NJ
JACOBS LEVY EQUITY MANAGEMENT, INC reported $23,788,072,334 across 953 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 24.95% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000884414-26-000002
- Period
- 2026-03-31
- Reported value
- $23.8B
- Holdings
- 953
- Top 10 weight
- 24.95%
- New
- 166
- Sold out
- 130
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| GOOGadded | +931,136 | $267M |
| MUadded | +546,042 | $184M |
| TXNnew | +857,024 | $166M |
| LVSadded | +2,386,900 | $129M |
| SFnew | +1,364,978 | $101M |
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 |
|---|---|---|
| LRCXreduced | -1,268,611 | -$271M |
| ORLYreduced | -2,568,144 | -$237M |
| FIXreduced | -171,652 | -$237M |
| ANETreduced | -1,789,733 | -$220M |
| MTZreduced | -596,913 | -$192M |
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 Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| ILMNILLUMINA INC | 405,212 | $53.1M | shares |
| SCCOSOUTHERN COPPER CORP | 209,337 | $30M | shares |
| CMCSACOMCAST CORP NEW | 960,317 | $28.7M | shares |
| TPHTRI POINTE HOMES INC | 866,162 | $27.3M | shares |
| NTAPNETAPP INC | 244,481 | $26.2M | shares |
| MELIMERCADOLIBRE INC | 10,482 | $21.1M | shares |
| CIENCIENA CORP | 88,927 | $20.8M | shares |
| DHID R HORTON INC | 124,022 | $17.9M | shares |
| SNVSYNOVUS FINANCIAL CORP | 318,955 | $16M | shares |
| SLABSILICON LABORATORIES INC | 119,420 | $15.6M | shares |
| ODFLOLD DOMINION FREIGHT LINE IN | 76,342 | $12M | shares |
| DNOWDNOW INC | 788,725 | $10.5M | shares |
| BRZEBRAZE INC | 304,243 | $10.4M | shares |
| HIGHARTFORD INSURANCE GROUP INC | 75,072 | $10.3M | shares |
| VRTXVERTEX PHARMACEUTICALS INC | 17,416 | $7.9M | shares |
| CVGWCALAVO GROWERS INC | 344,748 | $7.5M | shares |
| JJACOBS SOLUTIONS INC | 51,437 | $6.81M | shares |
| DAWNDAY ONE BIOPHARMACEUTICALS I | 729,281 | $6.8M | shares |
| IPGPIPG PHOTONICS CORP | 89,482 | $6.41M | shares |
| GSHDGOOSEHEAD INS INC | 79,936 | $5.89M | shares |
| WVEWAVE LIFE SCIENCES LTD | 338,546 | $5.76M | shares |
| LINELINEAGE INC | 152,999 | $5.35M | shares |
| EXPOEXPONENT INC | 67,416 | $4.68M | shares |
| FERGFERGUSON ENTERPRISES INC | 20,374 | $4.54M | shares |
| LCIILCI INDS | 32,444 | $3.94M | shares |
| LENLENNAR CORP | 37,429 | $3.85M | shares |
| DCHDAUCH CORP | 563,139 | $3.61M | shares |
| RLIRLI CORP | 53,424 | $3.42M | shares |
| TWSTTWIST BIOSCIENCE CORP | 103,117 | $3.27M | shares |
| DKDELEK US HLDGS INC NEW | 109,675 | $3.25M | shares |
| XRXXEROX HOLDINGS CORP | 1,356,142 | $3.21M | shares |
| BAHBOOZ ALLEN HAMILTON HLDG COR | 38,015 | $3.21M | shares |
| LFSTLIFESTANCE HEALTH GROUP INC | 443,965 | $3.13M | shares |
| PRAXPRAXIS PRECISION MEDICINES I | 10,140 | $2.99M | shares |
| DUOLDUOLINGO INC | 16,533 | $2.9M | shares |
| FASTFASTENAL CO | 71,281 | $2.86M | shares |
| AGLAGILON HEALTH INC COM (DE) | 4,037,979 | $2.78M | shares |
| CALMCAL MAINE FOODS INC | 34,193 | $2.72M | shares |
| WAYWAYSTAR HLDG CORP | 82,792 | $2.71M | shares |
| GLDDGREAT LAKES DREDGE & DOCK CO | 205,321 | $2.69M | shares |
| FIZZNATIONAL BEVERAGE CORP | 83,703 | $2.67M | shares |
| MSMORGAN STANLEY | 15,032 | $2.67M | shares |
| OKTAOKTA INC | 24,736 | $2.14M | shares |
| LIFLIFE360 INC | 32,441 | $2.08M | shares |
| NFBKNORTHFIELD BANCORP INC DEL | 179,611 | $2.05M | shares |
| RFREGIONS FINANCIAL CORP NEW | 75,650 | $2.05M | shares |
| BNLBROADSTONE NET LEASE INC | 111,701 | $1.94M | shares |
| CAVACAVA GROUP INC | 33,025 | $1.94M | shares |
| LOVELOVESAC CO | 125,066 | $1.84M | shares |
| CNKCINEMARK HLDGS INC | 78,779 | $1.83M | shares |
| ONTFON24 INC | 227,263 | $1.81M | shares |
| BIIBBIOGEN INC | 9,873 | $1.74M | shares |
| BILLBILL HOLDINGS INC | 31,815 | $1.74M | shares |
| RXORXO INC | 118,057 | $1.49M | shares |
| MHOM/I HOMES INC | 11,303 | $1.45M | shares |
| KMBKIMBERLY-CLARK CORP | 13,897 | $1.4M | shares |
| ADARRAY DIGITAL INFRASTRUCTURE | 23,898 | $1.28M | shares |
| NSANATIONAL STORAGE AFFILIATES | 37,694 | $1.06M | shares |
| CUBECUBESMART | 28,899 | $1.04M | shares |
| RYAMRAYONIER ADVANCED MATLS INC | 169,600 | $999K | shares |
| COKECOCA COLA CONS INC | 6,429 | $986K | shares |
| AMNAMN HEALTHCARE SVCS INC | 61,195 | $964K | shares |
| SIGSIGNET JEWELERS LTD | 11,586 | $960K | shares |
| PNWPINNACLE WEST CAP CORP | 10,653 | $945K | shares |
| CYRXCRYOPORT INC | 95,498 | $917K | shares |
| FNFFIDELITY NATL FINL INC | 16,789 | $917K | shares |
| GDRXGOODRX HLDGS INC | 336,972 | $913K | shares |
| CPRTCOPART INC | 21,694 | $849K | shares |
| TTEKTETRA TECH INC NEW | 24,613 | $826K | shares |
| SWSMURFIT WESTROCK PLC | 20,840 | $806K | shares |
| INRINFINITY NAT RES INC | 53,689 | $791K | shares |
| CGEMCULLINAN THERAPEUTICS INC | 73,755 | $763K | shares |
| SKILSKILLSOFT CORP | 80,123 | $745K | shares |
| SMASMARTSTOP SELF STORAG REIT I | 24,065 | $745K | shares |
| ABMABM INDS INC | 17,356 | $734K | shares |
| CRCLCIRCLE INTERNET GROUP INC | 8,790 | $697K | shares |
| GDDYGODADDY INC | 5,498 | $682K | shares |
| GDGENERAL DYNAMICS CORP | 2,017 | $679K | shares |
| AVDAMERICAN VANGUARD CORP | 173,756 | $664K | shares |
| STLDSTEEL DYNAMICS INC | 3,906 | $662K | shares |
| RXTRACKSPACE TECHNOLOGY INC | 680,435 | $661K | shares |
| Atossa Therapeutics IncAtossa Therapeutics Inc | 1,048,289 | $618K | shares |
| MECMAYVILLE ENGR CO INC | 31,868 | $597K | shares |
| AMWLAMERICAN WELL CORP | 119,849 | $588K | shares |
| TBPHTHERAVANCE BIOPHARMA INC | 30,444 | $570K | shares |
| ATRAPTARGROUP INC | 4,516 | $551K | shares |
| BRCBRADY CORP | 6,901 | $541K | shares |
| VISNVISTANCE NETWORKS INC | 29,740 | $539K | shares |
| JHGJANUS HENDERSON GROUP PLC | 11,056 | $526K | shares |
| HUBSHUBSPOT INC | 1,304 | $523K | shares |
| PAYXPAYCHEX INC | 4,224 | $474K | shares |
| COTYCOTY INC | 153,740 | $474K | shares |
| COOKTRAEGER INC COM | 419,853 | $453K | shares |
| ALTALTIMMUNE INC | 124,821 | $451K | shares |
| PNFPPINNACLE FINANCIAL PARTNERS | 4,373 | $417K | shares |
| SRESEMPRA | 4,696 | $415K | shares |
| HURCHURCO CO | 26,772 | $414K | shares |
| STOKSTOKE THERAPEUTICS INC | 12,878 | $409K | shares |
| RMRRMR GROUP INC | 27,410 | $408K | shares |
| ORGNORIGIN MATLS INC (DE) | 1,834,775 | $388K | shares |
| LFVNLIFEVANTAGE CORP | 60,266 | $371K | shares |
| OVVOVINTIV INC | 9,433 | $370K | shares |
| SVVSAVERS VALUE VLG INC | 37,162 | $347K | shares |
| TBITRUEBLUE INC | 75,956 | $346K | shares |
| USBUS BANCORP | 6,446 | $344K | shares |
| CURVTORRID HLDGS INC | 343,899 | $336K | shares |
| PYPLPAYPAL HLDGS INC | 5,741 | $335K | shares |
| PMTSCPI CARD GROUP INC | 22,795 | $335K | shares |
| EVIEVI INDS INC | 12,851 | $317K | shares |
| CAHCARDINAL HEALTH INC | 1,514 | $311K | shares |
| REXREX AMERICAN RES CORP | 9,500 | $307K | shares |
| EMLEASTERN CO | 15,122 | $298K | shares |
| AMEAMETEK INC | 1,437 | $295K | shares |
| GRPNGROUPON INC | 13,955 | $246K | shares |
| LINLINDE PLC | 538 | $229K | shares |
| INOINOVIO PHARMACEUTICALS INC | 130,792 | $228K | shares |
| MMACYS INC | 9,918 | $219K | shares |
| BFSSAUL CTRS INC | 6,641 | $209K | shares |
| STKLSUNOPTA INC | 48,245 | $183K | shares |
| TGTREDEGAR CORP | 23,725 | $170K | shares |
| ZNTLZENTALIS PHARMACEUTICALS INC | 124,525 | $168K | shares |
| FFICFLUSHING FINL CORP | 10,972 | $166K | shares |
| FORRFORRESTER RESH INC | 16,407 | $133K | shares |
| DMRCDIGIMARC CORP NEW | 12,365 | $81.1K | shares |
| DTIDRILLING TOOLS INTL CORP | 32,460 | $79.5K | shares |
| MYPSPLAYSTUDIOS INC | 103,910 | $67.7K | shares |
| NLNLI HOLDINGS INC | 11,210 | $61.3K | shares |
| TNYATENAYA THERAPEUTICS INC | 75,927 | $54K | shares |
| BARKBARK INC | 84,119 | $50.7K | shares |
| IOVAIOVANCE BIOTHERAPEUTICS INC | 12,788 | $34.9K | shares |
How Q1 2026 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 0000884414-26-000002 | base | 2026-05-15 | acceptance time not in the bulk data set |