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 |
|---|---|---|---|---|---|
| 301 | TVTXTRAVERE THERAPEUTICS INC | 268,926 | $10.0B | 38.62% | |
| 302 | HRTGHERITAGE INSURANCE HLDGS INC | 343,744 | $10.0B | 38.62% | |
| 303 | PRAAPRA GROUP INC | 596,854 | $10.0B | 38.62% | |
| 304 | IRWDIRONWOOD PHARMACEUTICALS INC | 2,759,667 | $9.0B | 34.75% | |
| 305 | QNSTQUINSTREET INC | 693,211 | $9.0B | 34.75% | |
| 306 | AVAAVISTA CORP | 249,538 | $9.0B | 34.75% | |
| 307 | ACADACADIA PHARMACEUTICALS INC | 371,047 | $9.0B | 34.75% | |
| 308 | MSGEMADISON SQUARE GARDEN ENTMT | 168,420 | $9.0B | 34.75% | |
| 309 | LOBLIVE OAK BANCSHARES INC | 266,543 | $9.0B | 34.75% | |
| 310 | WERNWERNER ENTERPRISES INC | 309,582 | $9.0B | 34.75% | |
| 311 | PDPAGERDUTY INC | 755,913 | $9.0B | 34.75% | |
| 312 | ETDETHAN ALLEN INTERIORS INC | 395,463 | $9.0B | 34.75% | |
| 313 | EVHEVOLENT HEALTH INC | 2,268,872 | $9.0B | 34.75% | |
| 314 | PRTAPROTHENA CORP PLC | 978,011 | $9.0B | 34.75% | |
| 315 | WDAYWORKDAY INC | 43,939 | $9.0B | 34.75% | |
| 316 | ZM3ZUMIEZ INC | 377,220 | $9.0B | 34.75% | |
| 317 | MAXMEDIAALPHA INC | 700,497 | $9.0B | 34.75% | |
| 318 | CODICOMPASS DIVERSIFIED | 1,966,408 | $9.0B | 34.75% | |
| 319 | TNKTEEKAY TANKERS LTD | 176,808 | $9.0B | 34.75% | |
| 320 | BCRXBIOCRYST PHARMACEUTICALS INC | 1,031,488 | $8.0B | 30.89% | |
| 321 | GNWGENWORTH FINL INC | 925,841 | $8.0B | 30.89% | |
| 322 | NRDSNERDWALLET INC | 624,456 | $8.0B | 30.89% | |
| 323 | PUBMPUBMATIC INC | 929,249 | $8.0B | 30.89% | |
| 324 | SITCSITE CTRS CORP | 1,329,466 | $8.0B | 30.89% | |
| 325 | FLYWFLYWIRE CORPORATION | 604,545 | $8.0B | 30.89% | |
| 326 | SCHLSCHOLASTIC CORP | 286,086 | $8.0B | 30.89% | |
| 327 | COLMCOLUMBIA SPORTSWEAR CO | 161,196 | $8.0B | 30.89% | |
| 328 | EXPIEXP WORLD HLDGS INC | 952,087 | $8.0B | 30.89% | |
| 329 | NXTNEXTPOWER INC | 97,206 | $8.0B | 30.89% | |
| 330 | OSPNONESPAN INC | 649,202 | $8.0B | 30.89% | |
| 331 | AMBPARDAGH METAL PACKAGING S A | 2,043,347 | $8.0B | 30.89% | |
| 332 | DHTDHT HOLDINGS INC | 731,103 | $8.0B | 30.89% | |
| 333 | PAYOPAYONEER GLOBAL INC | 1,447,749 | $8.0B | 30.89% | |
| 334 | DOLEDOLE PLC | 538,641 | $8.0B | 30.89% | |
| 335 | RYIRYERSON HLDG CORP | 310,064 | $7.0B | 27.03% | |
| 336 | FELEFRANKLIN ELEC INC | 79,317 | $7.0B | 27.03% | |
| 337 | ALRMALARM COM HLDGS INC | 147,879 | $7.0B | 27.03% | |
| 338 | HIPOHIPPO HLDGS INC | 233,392 | $7.0B | 27.03% | |
| 339 | BXCBLUELINX HLDGS INC | 124,226 | $7.0B | 27.03% | |
| 340 | VRTXVERTEX PHARMACEUTICALS INC | 17,416 | $7.0B | 27.03% | |
| 341 | BBSIBARRETT BUSINESS SVCS INC | 201,351 | $7.0B | 27.03% | |
| 342 | BCCBOISE CASCADE CO DEL | 95,779 | $7.0B | 27.03% | |
| 343 | CVGWCALAVO GROWERS INC | 344,748 | $7.0B | 27.03% | |
| 344 | CTRACOTERRA ENERGY INC | 282,521 | $7.0B | 27.03% | |
| 345 | WNCWABASH NATL CORP | 924,503 | $7.0B | 27.03% | |
| 346 | SWXSOUTHWEST GAS HLDGS INC | 88,694 | $7.0B | 27.03% | |
| 347 | MDUMDU RES GROUP INC | 311,286 | $6.0B | 23.17% | |
| 348 | REAXTHE REAL BROKERAGE INC | 1,910,311 | $6.0B | 23.17% | |
| 349 | FORFORESTAR GROUP INC | 266,112 | $6.0B | 23.17% | |
| 350 | REGREGENCY CTRS CORP | 99,333 | $6.0B | 23.17% | |
| 351 | VNDAVANDA PHARMACEUTICALS INC | 708,428 | $6.0B | 23.17% | |
| 352 | GWWWW GRAINGER INC | 6,554 | $6.0B | 23.17% | |
| 353 | WEAWESTERN ALLIANCE BANCORP | 76,266 | $6.0B | 23.17% | |
| 354 | VICRVICOR CORP | 56,459 | $6.0B | 23.17% | |
| 355 | SUPNSUPERNUS PHARMACEUTICALS INC | 126,217 | $6.0B | 23.17% | |
| 356 | WEAVWEAVE COMMUNICATIONS INC | 884,086 | $6.0B | 23.17% | |
| 357 | JJACOBS SOLUTIONS INC | 51,437 | $6.0B | 23.17% | |
| 358 | NXDRNEXTDOOR HOLDINGS INC | 3,053,243 | $6.0B | 23.17% | |
| 359 | SXCSUNCOKE ENERGY INC | 850,835 | $6.0B | 23.17% | |
| 360 | STCSTEWART INFORMATION SVCS COR | 86,746 | $6.0B | 23.17% | |
| 361 | DAWNDAY ONE BIOPHARMACEUTICALS I | 729,281 | $6.0B | 23.17% | |
| 362 | GOSSGOSSAMER BIO INC | 2,178,033 | $6.0B | 23.17% | |
| 363 | PTONPELOTON INTERACTIVE INC | 1,044,870 | $6.0B | 23.17% | |
| 364 | MRNAMODERNA INC | 216,476 | $6.0B | 23.17% | |
| 365 | VITLVITAL FARMS INC | 192,884 | $6.0B | 23.17% | |
| 366 | STRTSTRATTEC SEC CORP | 89,531 | $6.0B | 23.17% | |
| 367 | IPGPIPG PHOTONICS CORP | 89,482 | $6.0B | 23.17% | |
| 368 | HUBGHUB GROUP INC | 150,803 | $6.0B | 23.17% | |
| 369 | CPSCOOPER STD HLDGS INC | 191,079 | $6.0B | 23.17% | |
| 370 | PCCPC CONNECTION INC | 113,736 | $6.0B | 23.17% | |
| 371 | CRKCOMSTOCK RES INC | 277,256 | $6.0B | 23.17% | |
| 372 | ALDXALDEYRA THERAPEUTICS INC | 968,751 | $5.0B | 19.31% | |
| 373 | NPKINPK INTERNATIONAL INC | 477,318 | $5.0B | 19.31% | |
| 374 | KNSLKINSALE CAP GROUP INC | 13,538 | $5.0B | 19.31% | |
| 375 | GDYNGRID DYNAMICS HLDGS INC | 596,420 | $5.0B | 19.31% | |
| 376 | HNGEHINGE HEALTH INC | 108,255 | $5.0B | 19.31% | |
| 377 | IIININSTEEL INDS INC | 161,459 | $5.0B | 19.31% | |
| 378 | ERIIENERGY RECOVERY INC | 426,733 | $5.0B | 19.31% | |
| 379 | ICFIICF INTL INC | 65,992 | $5.0B | 19.31% | |
| 380 | VREXVAREX IMAGING CORP | 500,748 | $5.0B | 19.31% | |
| 381 | WFCWELLS FARGO CO NEW | 57,520 | $5.0B | 19.31% | |
| 382 | MOVMOVADO GROUP INC | 252,804 | $5.0B | 19.31% | |
| 383 | CTRNCITI TRENDS INC | 122,576 | $5.0B | 19.31% | |
| 384 | GSMFERROGLOBE PLC | 1,081,208 | $5.0B | 19.31% | |
| 385 | SPHRSPHERE ENTERTAINMENT CO | 53,506 | $5.0B | 19.31% | |
| 386 | GSHDGOOSEHEAD INS INC | 79,936 | $5.0B | 19.31% | |
| 387 | LZBLA Z BOY INC | 156,198 | $5.0B | 19.31% | |
| 388 | CLCOLGATE PALMOLIVE CO | 68,151 | $5.0B | 19.31% | |
| 389 | AVPTAVEPOINT INC | 392,829 | $5.0B | 19.31% | |
| 390 | JELDJELD-WEN HLDG INC | 2,313,825 | $5.0B | 19.31% | |
| 391 | YELPYELP INC | 187,205 | $5.0B | 19.31% | |
| 392 | WVEWAVE LIFE SCIENCES LTD | 338,546 | $5.0B | 19.31% | |
| 393 | ALBALBEMARLE CORP | 39,171 | $5.0B | 19.31% | |
| 394 | SHOSUNSTONE HOTEL INVS INC NEW | 663,572 | $5.0B | 19.31% | |
| 395 | MSBIMIDLAND STATES BANCORP INC | 238,364 | $5.0B | 19.31% | |
| 396 | DRSLEONARDO DRS INC | 167,378 | $5.0B | 19.31% | |
| 397 | BANDBANDWIDTH INC | 369,790 | $5.0B | 19.31% | |
| 398 | FISVFISERV INC | 75,047 | $5.0B | 19.31% | |
| 399 | HELEHELEN OF TROY LTD | 249,642 | $5.0B | 19.31% | |
| 400 | MNKDMANNKIND CORP | 894,204 | $5.0B | 19.31% |