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JACOBS LEVY EQUITY MANAGEMENT, INC

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13F filer, CIK 884414, FLORHAM PARK, NJ

JACOBS LEVY EQUITY MANAGEMENT, INC reported $27,806,872,141 across 934 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 27.66% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000884414-26-000003

Period
2026-06-30
Reported value
$27.8B
Holdings
934
Top 10 weight
27.66%
New
158
Sold out
177

Largest buys vs the previous quarter

SecurityShares changeApprox. value
KLACadded+1,718,266$518M
BKNGadded+2,138,365$381M
CRWDadded+395,463$302M
SNDKadded+108,576$247M
GOOGadded+521,174$184M

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

SecurityShares changeApprox. value
QCOMreduced-2,236,581-$413M
AAPLreduced-908,640-$263M
NOWreduced-2,645,031-$263M
MASreduced-2,341,304-$191M
TRVreduced-440,952-$146M

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 934 share positions

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ROKUROKU INC1,472,268$139Mshares
OTISOTIS WORLDWIDE CORP1,337,699$103Mshares
MNSTMONSTER BEVERAGE CORP NEW1,285,419$93.1Mshares
FCNFTI CONSULTING INC353,566$62.5Mshares
DVNDEVON ENERGY CORP NEW666,114$33.5Mshares
TENBTENABLE HLDGS INC1,841,995$31.2Mshares
LIILENNOX INTL INC58,585$27.2Mshares
RNGRINGCENTRAL INC723,944$26.9Mshares
THGHANOVER INS GROUP INC152,763$26.5Mshares
FLEXFLEX LTD303,681$19.9Mshares
CNPCENTERPOINT ENERGY INC455,872$19.7Mshares
VLTOVERALTO CORP221,047$19.5Mshares
ADPAUTOMATIC DATA PROCESSING IN94,049$19.1Mshares
AYIACUITY INC66,251$18.6Mshares
ALSNALLISON TRANSMISSION HLDGS I143,059$16.7Mshares
ROLROLLINS INC273,061$14.6Mshares
CITHE CIGNA GROUP49,979$13.3Mshares
CMECME GROUP INC35,414$10.5Mshares
RHIROBERT HALF INC.400,119$10.2Mshares
BCRXBIOCRYST PHARMACEUTICALS INC1,004,373$9.56Mshares
NXTNEXTPOWER INC79,054$9.53Mshares
GEVGE VERNOVA INC10,349$9.03Mshares
SRPTSAREPTA THERAPEUTICS INC372,637$8.11Mshares
FTITECHNIPFMC PLC108,251$7.48Mshares
SFMSPROUTS FMRS MKT INC93,339$7.2Mshares
OXYOCCIDENTAL PETE CORP109,628$7.13Mshares
PAYOPAYONEER GLOBAL INC1,388,861$6.71Mshares
CCRNCROSS CTRY HEALTHCARE INC617,010$5.8Mshares
DYDYCOM INDS INC16,332$5.53Mshares
AEEAMEREN CORP48,013$5.28Mshares
SPGSIMON PPTY GROUP INC NEW27,795$5.18Mshares
MRNAMODERNA INC99,952$5.08Mshares
MANMANPOWERGROUP INC WIS157,574$4.64Mshares
WSRWHITESTONE REIT272,874$4.41Mshares
KBHKB HOME78,733$4.07Mshares
NABLN-ABLE INC849,220$3.97Mshares
ROPROPER TECHNOLOGIES INC10,894$3.85Mshares
BALLBALL CORP64,083$3.79Mshares
TMHCTAYLOR MORRISON HOME CORP63,336$3.69Mshares
XNCRXENCOR INC293,080$3.53Mshares
BANDBANDWIDTH INC180,619$3.22Mshares
HMNHORACE MANN EDUCATORS CORP N73,735$3.15Mshares
LNGCHENIERE ENERGY INC10,888$3.09Mshares
HUCKHUCKLEBERRY AI INC998,593$3.06Mshares
DRSLEONARDO DRS INC64,987$2.89Mshares
MTZMASTEC INC8,961$2.88Mshares
TAT&T INC96,258$2.79Mshares
ANAUTONATION INC14,105$2.75Mshares
IBTAIBOTTA INC86,043$2.58Mshares
APLSAPELLIS PHARMACEUTICALS INC61,681$2.48Mshares
PHINPHINIA INC33,300$2.28Mshares
BCBRUNSWICK CORP30,483$2.22Mshares
PWPPERELLA WEINBERG PARTNERS121,582$2.21Mshares
RSGREPUBLIC SVCS INC9,623$2.11Mshares
MPWRMONOLITHIC PWR SYS INC1,839$2.01Mshares
CTRACOTERRA ENERGY INC55,627$1.95Mshares
TRIPTRIPADVISOR INC174,839$1.86Mshares
TXTTEXTRON INC20,907$1.83Mshares
ALKALASKA AIR GROUP INC49,355$1.82Mshares
AVPTAVEPOINT INC186,445$1.77Mshares
AMKRAMKOR TECHNOLOGY INC37,868$1.71Mshares
NRIMNORTHRIM BANCORP INC69,506$1.59Mshares
RYZRYERSON HLDG CORP68,050$1.53Mshares
TCBKTRICO BANCSHARES31,808$1.51Mshares
AVOMISSION PRODUCE INC107,282$1.48Mshares
BHEBENCHMARK ELECTRS INC24,072$1.35Mshares
CRAICRA INTL INC8,184$1.32Mshares
EBFENNIS INC60,510$1.3Mshares
HTOH2O AMERICA21,668$1.27Mshares
VRTVERTIV HOLDINGS CO5,009$1.26Mshares
AGOASSURED GUARANTY LTD15,322$1.25Mshares
FLYWFLYWIRE CORPORATION99,101$1.15Mshares
MEIMETHODE ELECTRS INC207,293$1.14Mshares
SNBRQSLEEP NUMBER CORP624,287$1.12Mshares
WSWORTHINGTON STL INC34,451$1.05Mshares
DOXAMDOCS LTD15,552$1.01Mshares
CMCOCOLUMBUS MCKINNON CORP N Y68,710$998Kshares
AMTBAMERANT BANCORP INC44,999$992Kshares
DBDDIEBOLD NIXDORF INC13,098$988Kshares
RBCAAREPUBLIC BANCORP INC KY13,721$968Kshares
LPROOPEN LENDING CORP764,484$956Kshares
VSTSVESTIS CORPORATION120,206$945Kshares
SHCSOTERA HEALTH CO64,398$923Kshares
ZBRAZEBRA TECHNOLOGIES CORPORATI4,374$915Kshares
JLLJONES LANG LASALLE INC2,981$907Kshares
RMAXRE/MAX HLDGS INC150,770$868Kshares
NIQNIQ GLOBAL INTELLIGENCE PLC75,977$864Kshares
HAYWHAYWARD HLDGS INC62,492$836Kshares
NATNORDIC AMERICAN TANKERS LIMI137,559$806Kshares
RIGLRIGEL PHARMACEUTICALS INC29,658$802Kshares
PCORPROCORE TECHNOLOGIES INC13,850$789Kshares
HLITHARMONIC INC87,529$786Kshares
AXTIAXT INC13,438$766Kshares
INBXINHIBRX BIOSCIENCES INC11,329$762Kshares
GRMNGARMIN LTD3,188$740Kshares
SMCSUMMIT MIDSTREAM CORPORATION23,443$709Kshares
SWKSTANLEY BLACK & DECKER INC9,837$699Kshares
SKYDPARAMOUNT SKYDANCE CORP76,735$692Kshares
SWKSSKYWORKS SOLUTIONS INC12,922$692Kshares
SLVMSYLVAMO CORP15,971$675Kshares
CTEVCLARITEV CORPORATION39,602$647Kshares
MKTXMARKETAXESS HLDGS INC3,908$645Kshares
SESSES AI CORPORATION662,115$637Kshares
RNACCARTESIAN THERAPEUTICS INC101,534$624Kshares
RYANRYAN SPECIALTY HOLDINGS INC18,358$619Kshares
BLZEBACKBLAZE INC174,576$602Kshares
ATROASTRONICS CORP8,735$583Kshares
MUSAMURPHY USA INC1,180$583Kshares
CUBICUSTOMERS BANCORP INC8,203$569Kshares
MDUMDU RES GROUP INC26,874$557Kshares
HWMHOWMET AEROSPACE INC2,390$551Kshares
ZBIOZENAS BIOPHARMA INC27,532$538Kshares
MXLMAXLINEAR INC30,641$533Kshares
ASTEASTEC INDS INC9,800$528Kshares
BRBROADRIDGE FINL SOLUTIONS IN3,246$527Kshares
SGMOSANGAMO THERAPEUTICS INC2,050,384$506Kshares
BKVBKV CORP17,620$503Kshares
GKOSGLAUKOS CORP4,663$502Kshares
SKWDSKYWARD SPECIALTY INS GROUP11,341$495Kshares
GWREGUIDEWIRE SOFTWARE INC3,225$482Kshares
BMEABIOMEA FUSION INC310,514$475Kshares
SOLVSOLVENTUM CORP7,172$468Kshares
STZCONSTELLATION BRANDS INC3,121$468Kshares
STAASTAAR SURGICAL CO24,412$457Kshares
BOWBOWHEAD SPECIALTY HLDGS INC19,701$442Kshares
CPAYCORPAY INC1,426$415Kshares
FLNCFLUENCE ENERGY INC29,230$402Kshares
HBNCHORIZON BANCORP IND23,650$392Kshares
ASCARDMORE SHIPPING CORP25,228$385Kshares
LZLEGALZOOM COM INC62,554$355Kshares
FLNAFILANA THERAPEUTICS INC209,080$353Kshares
RRBIRED RIVER BANCSHARES INC3,903$353Kshares
OGNORGANON & CO58,657$351Kshares
SKLZFIRY INC131,680$341Kshares
HPQHP INC17,057$328Kshares
FSBWFS BANCORP INC8,469$327Kshares
CTMXCYTOMX THERAPEUTICS INC.68,378$321Kshares
LILAKLIBERTY LATIN AMERICA LTD34,825$307Kshares
TJXTJX COS INC NEW1,901$304Kshares
PSIXPOWER SOLUTIONS INTL INC4,922$300Kshares
CSVCARRIAGE SVCS INC6,379$291Kshares
JSPRJASPER THERAPEUTICS INC322,273$282Kshares
DXCMDEXCOM INC4,466$280Kshares
VRSKVERISK ANALYTICS INC1,445$274Kshares
GHCGRAHAM HLDGS CO246$260Kshares
BHVNBIOHAVEN LTD30,080$254Kshares
MCMOELIS & CO4,340$247Kshares
DOCSDOXIMITY INC10,457$244Kshares
AVIRATEA PHARMACEUTICALS INC43,104$232Kshares
CVRXCVRX INC24,439$231Kshares
BLDTOPBUILD COR653$229Kshares
AROWARROW FINL CORP6,714$225Kshares
CAICARIS LIFE SCIENCES INC12,340$221Kshares
AVTAVNET INC3,546$219Kshares
TRMKTRUSTMARK CORP5,022$212Kshares
LAURLAUREATE ED INC6,045$211Kshares
KNSLKINSALE CAP GROUP INC613$209Kshares
SMBKSMARTFINANCIAL INC5,267$206Kshares
LXRXLEXICON PHARMACEUTICALS INC130,020$203Kshares
EGYVAALCO ENERGY INC31,811$202Kshares
BWBABCOCK & WILCOX ENTERPRISES13,639$200Kshares
NAUTNAUTILUS BIOTECHNOLOGY INC46,394$180Kshares
REPLREPLIMUNE GROUP INC23,199$177Kshares
CMPXCOMPASS THERAPEUTICS INC30,655$162Kshares
ACELACCEL ENTERTAINMENT INC14,669$160Kshares
KYTXKYVERNA THERAPEUTICS INC16,599$143Kshares
FFFUTUREFUEL CORP37,029$143Kshares
IMAIMAGENEBIO INC26,663$133Kshares
DHCDIVERSIFIED HEALTHCARE TR19,330$128Kshares
IHRTIHEARTMEDIA INC36,872$108Kshares
VERIVERITONE INC52,581$104Kshares
AOUTAMERICAN OUTDOOR BRANDS INC10,340$96.6Kshares
OABIOMNIAB INC42,966$67.5Kshares
CDLXCARDLYTICS INC53,100$55.8Kshares
EXFYEXPENSIFY INC47,816$41.6Kshares
ABOSACUMEN PHARMACEUTICALS INC13,011$30.7Kshares
DXLGDESTINATION XL GROUP INC16,649$8.49Kshares

How Q2 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000884414-26-000003 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0000884414-26-000003 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0000884414-26-000002 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0000884414-26-000001 Quarter ended 2025-12-312026-02-13acceptance time not in the bulk data set
13F-HR 0000884414-25-000005 Quarter ended 2025-09-302025-11-17acceptance time not in the bulk data set
13F-HR 0001085146-25-005239 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0001085146-25-003292 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0001085146-25-001642 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0001085146-24-005904 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0001085146-24-003944 Quarter ended 2024-06-302024-08-14acceptance time not in the bulk data set
13F-HR 0001085146-24-002581 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0001085146-24-001421 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR 0001085146-23-004536 Quarter ended 2023-09-302023-11-17acceptance time not in the bulk data set
13F-HR 0001085146-23-003396 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0001085146-23-002395 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0001085146-23-001317 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set
13F-HR 0001085146-22-004144 Quarter ended 2022-09-302022-11-15acceptance time not in the bulk data set
13F-HR 0001085146-22-003108 Quarter ended 2022-06-302022-08-15acceptance time not in the bulk data set
13F-HR 0001085146-22-002181 Quarter ended 2022-03-312022-05-16acceptance time not in the bulk data set
13F-HR 0001085146-22-001077 Quarter ended 2021-12-312022-02-14acceptance time not in the bulk data set
13F-HR 0001085146-21-003339 Quarter ended 2021-09-302021-11-15acceptance time not in the bulk data set
13F-HR 0001085146-21-002519 Quarter ended 2021-06-302021-08-16acceptance time not in the bulk data set
13F-HR 0001085146-21-001704 Quarter ended 2021-03-312021-05-17acceptance time not in the bulk data set
13F-HR 0001085146-21-000827 Quarter ended 2020-12-312021-02-16acceptance time not in the bulk data set
13F-HR 0001085146-20-003020 Quarter ended 2020-09-302020-11-16acceptance time not in the bulk data set
13F-HR 0001085146-20-002339 Quarter ended 2020-06-302020-08-17acceptance time not in the bulk data set
13F-HR 0001085146-20-001554 Quarter ended 2020-03-312020-05-15acceptance time not in the bulk data set
13F-HR 0001085146-20-000793 Quarter ended 2019-12-312020-02-14acceptance time not in the bulk data set
13F-HR 0001085146-19-002977 Quarter ended 2019-09-302019-11-14acceptance time not in the bulk data set
13F-HR 0001085146-19-002256 Quarter ended 2019-06-302019-08-13acceptance time not in the bulk data set
13F-HR 0001085146-19-001502 Quarter ended 2019-03-312019-05-14acceptance time not in the bulk data set
13F-HR 0001085146-19-000891 Quarter ended 2018-12-312019-02-14acceptance time not in the bulk data set
13F-HR 0001085146-18-002670 Quarter ended 2018-09-302018-11-14acceptance time not in the bulk data set
13F-HR 0001085146-18-002127 Quarter ended 2018-06-302018-08-14acceptance time not in the bulk data set
13F-HR 0001085146-18-001488 Quarter ended 2018-03-312018-05-15acceptance time not in the bulk data set
13F-HR 0001085146-18-000587 Quarter ended 2017-12-312018-02-13acceptance time not in the bulk data set
13F-HR 0000919574-17-008108 Quarter ended 2017-09-302017-11-14acceptance time not in the bulk data set
13F-HR/A 0000919574-17-007661 Quarter ended 2017-06-302017-11-09acceptance time not in the bulk data set
13F-HR 0000919574-17-006101 Quarter ended 2017-06-302017-08-14acceptance time not in the bulk data set
13F-HR 0000919574-17-004121 Quarter ended 2017-03-312017-05-15acceptance time not in the bulk data set
13F-HR 0000919574-17-001723 Quarter ended 2016-12-312017-02-14acceptance time not in the bulk data set
13F-HR 0000919574-16-016506 Quarter ended 2016-09-302016-11-14acceptance time not in the bulk data set
13F-HR 0000919574-16-014922 Quarter ended 2016-06-302016-08-15acceptance time not in the bulk data set
13F-HR 0000919574-16-013123 Quarter ended 2016-03-312016-05-16acceptance time not in the bulk data set
13F-HR 0000919574-16-010816 Quarter ended 2015-12-312016-02-16acceptance time not in the bulk data set
13F-HR 0000919574-15-008002 Quarter ended 2015-09-302015-11-16acceptance time not in the bulk data set
13F-HR 0000919574-15-006264 Quarter ended 2015-06-302015-08-14acceptance time not in the bulk data set
13F-HR 0000919574-15-004187 Quarter ended 2015-03-312015-05-15acceptance time not in the bulk data set
13F-HR 0000919574-15-001682 Quarter ended 2014-12-312015-02-17acceptance time not in the bulk data set
13F-HR 0000919574-14-006318 Quarter ended 2014-09-302014-11-14acceptance time not in the bulk data set
13F-HR 0000919574-14-004498 Quarter ended 2014-06-302014-08-14acceptance time not in the bulk data set
13F-HR 0000919574-14-003175 Quarter ended 2014-03-312014-05-15acceptance time not in the bulk data set
13F-HR 0000919574-14-001320 Quarter ended 2013-12-312014-02-14acceptance time not in the bulk data set
13F-HR 0000919574-13-006461 Quarter ended 2013-09-302013-11-14acceptance time not in the bulk data set
13F-HR 0000919574-13-004783 Quarter ended 2013-06-302013-08-14acceptance time not in the bulk data set