JACOBS LEVY EQUITY MANAGEMENT, INC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$25.9B
Holdings
917
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (917 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | JXNJACKSON FINANCIAL INC | 577,365 | $61.0B | 235.56% | |
| 102 | HALOHALOZYME THERAPEUTICS INC | 876,957 | $59.0B | 227.83% | |
| 103 | SONOSONOS INC | 3,281,869 | $57.0B | 220.11% | |
| 104 | RHIROBERT HALF INC. | 2,079,623 | $56.0B | 216.25% | |
| 105 | LPXLOUISIANA PAC CORP | 696,267 | $56.0B | 216.25% | |
| 106 | SIGISELECTIVE INS GROUP INC | 675,273 | $56.0B | 216.25% | |
| 107 | NOCNORTHROP GRUMMAN CORP | 99,166 | $56.0B | 216.25% | |
| 108 | SAIASAIA INC | 170,166 | $55.0B | 212.39% | |
| 109 | YOUCLEAR SECURE INC | 1,589,583 | $55.0B | 212.39% | |
| 110 | CRUSCIRRUS LOGIC INC | 466,766 | $55.0B | 212.39% | |
| 111 | ILMNILLUMINA INC | 405,212 | $53.0B | 204.66% | |
| 112 | PEGPUBLIC SVC ENTERPRISE GRP IN | 646,385 | $51.0B | 196.94% | |
| 113 | WSOWATSCO INC | 152,445 | $51.0B | 196.94% | |
| 114 | UEOWESTLAKE CORPORATION | 668,405 | $49.0B | 189.22% | |
| 115 | VRNSVARONIS SYS INC | 1,471,418 | $48.0B | 185.36% | |
| 116 | ZMZOOM COMMUNICATIONS INC | 561,751 | $48.0B | 185.36% | |
| 117 | DINOHF SINCLAIR CORP | 1,034,020 | $47.0B | 181.50% | |
| 118 | TREXTREX CO INC | 1,326,379 | $46.0B | 177.63% | |
| 119 | 4DHDANA INC | 1,968,552 | $46.0B | 177.63% | |
| 120 | BMYBRISTOL-MYERS SQUIBB CO | 863,210 | $46.0B | 177.63% | |
| 121 | SMGSCOTTS MIRACLE-GRO CO | 785,541 | $45.0B | 173.77% | |
| 122 | RHRH | 246,355 | $44.0B | 169.91% | |
| 123 | ABNBAIRBNB INC | 324,586 | $44.0B | 169.91% | |
| 124 | TXG10X GENOMICS INC | 2,639,999 | $43.0B | 166.05% | |
| 125 | APPFAPPFOLIO INC | 186,393 | $43.0B | 166.05% | |
| 126 | THGHANOVER INS GROUP INC | 225,126 | $41.0B | 158.33% | |
| 127 | POWLPOWELL INDS INC | 131,492 | $41.0B | 158.33% | |
| 128 | IDIINTERDIGITAL INC | 129,618 | $41.0B | 158.33% | |
| 129 | RAREULTRAGENYX PHARMACEUTICAL IN | 1,749,268 | $40.0B | 154.46% | |
| 130 | WINAWINMARK CORP | 96,314 | $39.0B | 150.60% | |
| 131 | SNPSSYNOPSYS INC | 84,813 | $39.0B | 150.60% | |
| 132 | MCYMERCURY GENL CORP NEW | 408,116 | $38.0B | 146.74% | |
| 133 | TLNTALEN ENERGY CORP | 100,928 | $37.0B | 142.88% | |
| 134 | ZTSZOETIS INC | 296,401 | $37.0B | 142.88% | |
| 135 | KLICKULICKE & SOFFA INDS INC | 813,669 | $37.0B | 142.88% | |
| 136 | ARCBARCBEST CORP | 490,641 | $36.0B | 139.02% | |
| 137 | TNDMTANDEM DIABETES CARE INC | 1,653,708 | $36.0B | 139.02% | |
| 138 | CLXCLOROX CO DEL | 361,480 | $36.0B | 139.02% | |
| 139 | FAFFIRST AMERN FINL CORP | 594,015 | $36.0B | 139.02% | |
| 140 | ELVELEVANCE HEALTH INC FORMERLY | 102,699 | $36.0B | 139.02% | |
| 141 | CFRCULLEN FROST BANKERS INC | 289,559 | $36.0B | 139.02% | |
| 142 | AWMSKYWORKS SOLUTIONS INC | 559,412 | $35.0B | 135.16% | |
| 143 | XRAYDENTSPLY SIRONA INC | 3,121,993 | $35.0B | 135.16% | |
| 144 | SFDSMITHFIELD FOODS INC | 1,560,647 | $34.0B | 131.29% | |
| 145 | SNAPSNAP INC | 4,036,516 | $32.0B | 123.57% | |
| 146 | FL9CVR ENERGY INC | 1,281,917 | $32.0B | 123.57% | |
| 147 | K6BKBR INC | 800,687 | $32.0B | 123.57% | |
| 148 | TNETTRINET GROUP INC | 540,746 | $31.0B | 119.71% | |
| 149 | CRMSALESFORCE INC | 117,869 | $31.0B | 119.71% | |
| 150 | BKUBANKUNITED INC | 711,825 | $31.0B | 119.71% | |
| 151 | PLTRPALANTIR TECHNOLOGIES INC | 176,987 | $31.0B | 119.71% | |
| 152 | HUNHUNTSMAN CORP | 3,134,488 | $31.0B | 119.71% | |
| 153 | AOSSMITH A O CORP | 454,100 | $30.0B | 115.85% | |
| 154 | TAT&T INC | 1,226,327 | $30.0B | 115.85% | |
| 155 | SCCOSOUTHERN COPPER CORP | 209,337 | $30.0B | 115.85% | |
| 156 | ALGTALLEGIANT TRAVEL CO | 350,359 | $29.0B | 111.99% | |
| 157 | RNGRINGCENTRAL INC | 1,014,806 | $29.0B | 111.99% | |
| 158 | RSRELIANCE INC | 103,090 | $29.0B | 111.99% | |
| 159 | CMCSACOMCAST CORP NEW | 960,317 | $28.0B | 108.12% | |
| 160 | NSPINSPERITY INC | 748,002 | $28.0B | 108.12% | |
| 161 | TPHTRI POINTE HOMES INC | 866,162 | $27.0B | 104.26% | |
| 162 | MQMARQETA INC | 5,883,672 | $27.0B | 104.26% | |
| 163 | UNMUNUM GROUP | 358,829 | $27.0B | 104.26% | |
| 164 | JBLUJETBLUE AWYS CORP | 6,110,230 | $27.0B | 104.26% | |
| 165 | MYRGMYR GROUP INC DEL | 126,886 | $27.0B | 104.26% | |
| 166 | VSTVISTRA CORP | 169,262 | $27.0B | 104.26% | |
| 167 | AYIACUITY INC | 75,033 | $27.0B | 104.26% | |
| 168 | DVNDEVON ENERGY CORP NEW | 740,604 | $27.0B | 104.26% | |
| 169 | TDCTERADATA CORP DEL | 864,444 | $26.0B | 100.40% | |
| 170 | FBPFIRST BANCORP P R | 1,267,461 | $26.0B | 100.40% | |
| 171 | NTAPNETAPP INC | 244,481 | $26.0B | 100.40% | |
| 172 | TCBITEXAS CAP BANCSHARES INC | 295,891 | $26.0B | 100.40% | |
| 173 | DDSDILLARDS INC | 41,710 | $25.0B | 96.54% | |
| 174 | WKCWORLD KINECT CORPORATION | 1,095,796 | $25.0B | 96.54% | |
| 175 | LLYELI LILLY & CO | 23,750 | $25.0B | 96.54% | |
| 176 | HCIHCI GROUP INC | 125,399 | $24.0B | 92.68% | |
| 177 | MLIMUELLER INDS INC | 217,100 | $24.0B | 92.68% | |
| 178 | COMPCOMPASS INC | 2,277,942 | $24.0B | 92.68% | |
| 179 | DOCUDOCUSIGN INC | 349,716 | $23.0B | 88.82% | |
| 180 | NVRNVR INC | 3,170 | $23.0B | 88.82% | |
| 181 | CNACNA FINL CORP | 495,604 | $23.0B | 88.82% | |
| 182 | LGNDLIGAND PHARMACEUTICALS INC | 126,754 | $23.0B | 88.82% | |
| 183 | RCUSARCUS BIOSCIENCES INC | 929,981 | $22.0B | 84.96% | |
| 184 | BALLBALL CORP | 418,607 | $22.0B | 84.96% | |
| 185 | HTHHILLTOP HOLDINGS INC | 658,745 | $22.0B | 84.96% | |
| 186 | AMBAAMBARELLA INC | 318,429 | $22.0B | 84.96% | |
| 187 | ANDEANDERSONS INC | 427,175 | $22.0B | 84.96% | |
| 188 | PRGPROG HOLDINGS INC | 777,309 | $22.0B | 84.96% | |
| 189 | CALXCALIX INC | 425,598 | $22.0B | 84.96% | |
| 190 | TTTRANE TECHNOLOGIES PLC | 58,253 | $22.0B | 84.96% | |
| 191 | AMHAMERICAN HOMES 4 RENT | 688,276 | $22.0B | 84.96% | |
| 192 | APPNAPPIAN CORP | 621,381 | $22.0B | 84.96% | |
| 193 | LVSLAS VEGAS SANDS CORP | 334,033 | $21.0B | 81.09% | |
| 194 | ORIOLD REP INTL CORP | 479,641 | $21.0B | 81.09% | |
| 195 | KURAKURA ONCOLOGY INC | 2,022,333 | $21.0B | 81.09% | |
| 196 | ASANASANA INC | 1,546,638 | $21.0B | 81.09% | |
| 197 | MRPMILLROSE PPTYS INC | 717,808 | $21.0B | 81.09% | |
| 198 | ROLROLLINS INC | 362,766 | $21.0B | 81.09% | |
| 199 | MLB1MERCADOLIBRE INC | 10,482 | $21.0B | 81.09% | |
| 200 | ATKRATKORE INC | 323,719 | $20.0B | 77.23% |