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JACOBS LEVY EQUITY MANAGEMENT, INC: CODI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JACOBS LEVY EQUITY MANAGEMENT, INC on CODI, newest first. How the timeline and the estimate are built.

JACOBS LEVY EQUITY MANAGEMENT, INC held 1,163,994 CODI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,163,994 shares
    Change vs previous 13F -293,373 shares

    0.04% of the 13F portfolio, value $12,408,176.

    13F-HR 0000884414-26-000003 filed by JACOBS LEVY EQUITY MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,457,367 shares
    Change vs previous 13F -509,041 shares

    0.05% of the 13F portfolio, value $11,454,905.

    13F-HR 0000884414-26-000002 filed by JACOBS LEVY EQUITY MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,966,408 shares
    Change vs previous 13F +843,965 shares

    0.04% of the 13F portfolio, value $9,438,758.

    13F-HR 0000884414-26-000001 filed by JACOBS LEVY EQUITY MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,122,443 shares
    Change vs previous 13F +771,923 shares

    0.03% of the 13F portfolio, value $7,430,573.

    13F-HR 0000884414-25-000005 filed by JACOBS LEVY EQUITY MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 350,520 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,201,266.

    13F-HR 0001085146-25-005239 filed by JACOBS LEVY EQUITY MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).