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 |
|---|---|---|---|---|---|
| 401 | ERIIENERGY RECOVERY INC | 426,733 | $5.0B | 19.31% | |
| 402 | YELPYELP INC | 187,205 | $5.0B | 19.31% | |
| 403 | ALBALBEMARLE CORP | 39,171 | $5.0B | 19.31% | |
| 404 | SPGSIMON PPTY GROUP INC NEW | 28,566 | $5.0B | 19.31% | |
| 405 | ZIPZIPRECRUITER INC | 1,441,616 | $5.0B | 19.31% | |
| 406 | HNGEHINGE HEALTH INC | 108,255 | $5.0B | 19.31% | |
| 407 | DYDYCOM INDS INC | 15,573 | $5.0B | 19.31% | |
| 408 | DRSLEONARDO DRS INC | 167,378 | $5.0B | 19.31% | |
| 409 | PAHCPHIBRO ANIMAL HEALTH CORP | 150,255 | $5.0B | 19.31% | |
| 410 | ELLAUDER ESTEE COS INC | 49,816 | $5.0B | 19.31% | |
| 411 | BANDBANDWIDTH INC | 369,790 | $5.0B | 19.31% | |
| 412 | RG6ROGERS CORP | 52,527 | $4.0B | 15.45% | |
| 413 | EEEXCELERATE ENERGY INC | 161,779 | $4.0B | 15.45% | |
| 414 | IBTAIBOTTA INC | 189,954 | $4.0B | 15.45% | |
| 415 | LENZLENZ THERAPEUTICS INC | 270,919 | $4.0B | 15.45% | |
| 416 | NESRNATIONAL ENERGY SERVICES REU | 265,289 | $4.0B | 15.45% | |
| 417 | USNAUSANA HEALTH SCIENCES INC | 252,095 | $4.0B | 15.45% | |
| 418 | PCRXPACIRA BIOSCIENCES INC | 170,475 | $4.0B | 15.45% | |
| 419 | CRCTCRICUT INC | 918,907 | $4.0B | 15.45% | |
| 420 | LZLEGALZOOM COM INC | 495,570 | $4.0B | 15.45% | |
| 421 | JBLJABIL INC | 19,499 | $4.0B | 15.45% | |
| 422 | HAFCHANMI FINL CORP | 163,009 | $4.0B | 15.45% | |
| 423 | NBIXNEUROCRINE BIOSCIENCES INC | 34,926 | $4.0B | 15.45% | |
| 424 | HVTHAVERTY FURNITURE COS INC | 194,176 | $4.0B | 15.45% | |
| 425 | WWWWOLVERINE WORLD WIDE INC | 248,261 | $4.0B | 15.45% | |
| 426 | CLWCLEARWATER PAPER CORP | 282,208 | $4.0B | 15.45% | |
| 427 | GAPGAP INC | 159,400 | $4.0B | 15.45% | |
| 428 | HLIHOULIHAN LOKEY INC | 26,379 | $4.0B | 15.45% | |
| 429 | SNDKSANDISK CORP | 16,988 | $4.0B | 15.45% | |
| 430 | PSFEPAYSAFE LIMITED | 500,495 | $4.0B | 15.45% | |
| 431 | XPERXPERI INC | 750,148 | $4.0B | 15.45% | |
| 432 | STRLSTERLING INFRASTRUCTURE INC | 15,218 | $4.0B | 15.45% | |
| 433 | BIOABIOAGE LABS INC | 334,126 | $4.0B | 15.45% | |
| 434 | DOMODOMO INC | 576,897 | $4.0B | 15.45% | |
| 435 | AWRAMER STATES WTR CO | 65,341 | $4.0B | 15.45% | |
| 436 | BLDRBUILDERS FIRSTSOURCE INC | 40,518 | $4.0B | 15.45% | |
| 437 | DAKTDAKTRONICS INC | 245,047 | $4.0B | 15.45% | |
| 438 | ITGRINTEGER HLDGS CORP | 61,377 | $4.0B | 15.45% | |
| 439 | FBKFB FINL CORP | 82,287 | $4.0B | 15.45% | |
| 440 | HYHYSTER-YALE INC | 144,485 | $4.0B | 15.45% | |
| 441 | CVLGCOVENANT LOGISTICS GROUP INC | 185,968 | $4.0B | 15.45% | |
| 442 | EXPOEXPONENT INC | 67,416 | $4.0B | 15.45% | |
| 443 | SNSHARKNINJA INC | 39,213 | $4.0B | 15.45% | |
| 444 | FERGFERGUSON ENTERPRISES INC | 20,374 | $4.0B | 15.45% | |
| 445 | GICGLOBAL INDUSTRIAL COMPANY | 140,581 | $4.0B | 15.45% | |
| 446 | TDSTELEPHONE & DATA SYS INC | 102,080 | $4.0B | 15.45% | |
| 447 | HOODROBINHOOD MKTS INC | 35,993 | $4.0B | 15.45% | |
| 448 | HSTMHEALTHSTREAM INC | 204,103 | $4.0B | 15.45% | |
| 449 | LELANDS END INC NEW | 256,593 | $3.0B | 11.58% | |
| 450 | SLVMSYLVAMO CORP | 66,345 | $3.0B | 11.58% | |
| 451 | CMCOCOLUMBUS MCKINNON CORP N Y | 190,253 | $3.0B | 11.58% | |
| 452 | WSRWHITESTONE REIT | 258,016 | $3.0B | 11.58% | |
| 453 | TWSTTWIST BIOSCIENCE CORP | 103,117 | $3.0B | 11.58% | |
| 454 | FNKOFUNKO INC | 946,845 | $3.0B | 11.58% | |
| 455 | BAHBOOZ ALLEN HAMILTON HLDG COR | 38,015 | $3.0B | 11.58% | |
| 456 | VRSKVERISK ANALYTICS INC | 16,273 | $3.0B | 11.58% | |
| 457 | HRMYHARMONY BIOSCIENCES HLDGS IN | 82,268 | $3.0B | 11.58% | |
| 458 | UHALU HAUL HOLDING COMPANY | 75,717 | $3.0B | 11.58% | |
| 459 | XRXXEROX HOLDINGS CORP | 1,356,142 | $3.0B | 11.58% | |
| 460 | WSWORTHINGTON STL INC | 107,800 | $3.0B | 11.58% | |
| 461 | SFMSPROUTS FMRS MKT INC | 44,561 | $3.0B | 11.58% | |
| 462 | VTEXVTEX | 963,517 | $3.0B | 11.58% | |
| 463 | AIC3 AI INC | 237,162 | $3.0B | 11.58% | |
| 464 | LCIILCI INDS | 32,444 | $3.0B | 11.58% | |
| 465 | DEAEASTERLY GOVT PPTYS INC | 184,104 | $3.0B | 11.58% | |
| 466 | ANAUTONATION INC | 15,078 | $3.0B | 11.58% | |
| 467 | SIGASIGA TECHNOLOGIES INC | 496,166 | $3.0B | 11.58% | |
| 468 | ANNXANNEXON INC | 683,879 | $3.0B | 11.58% | |
| 469 | QA4AGENTHERM INC | 91,038 | $3.0B | 11.58% | |
| 470 | CMRECOSTAMARE INC | 219,585 | $3.0B | 11.58% | |
| 471 | SCLSTEPAN CO | 79,786 | $3.0B | 11.58% | |
| 472 | ANGIANGI INC | 289,939 | $3.0B | 11.58% | |
| 473 | COPCONOCOPHILLIPS | 41,581 | $3.0B | 11.58% | |
| 474 | GNEGENIE ENERGY LTD | 228,716 | $3.0B | 11.58% | |
| 475 | INGMINGRAM MICRO HLDG CORP | 173,282 | $3.0B | 11.58% | |
| 476 | BMBLBUMBLE INC | 984,838 | $3.0B | 11.58% | |
| 477 | PHINPHINIA INC | 60,836 | $3.0B | 11.58% | |
| 478 | DKDELEK US HLDGS INC NEW | 109,675 | $3.0B | 11.58% | |
| 479 | ASIXADVANSIX INC | 199,961 | $3.0B | 11.58% | |
| 480 | SOFISOFI TECHNOLOGIES INC | 125,666 | $3.0B | 11.58% | |
| 481 | UNFIUNITED NAT FOODS INC | 93,427 | $3.0B | 11.58% | |
| 482 | CWTCALIFORNIA WTR SVC GROUP | 80,919 | $3.0B | 11.58% | |
| 483 | TYRATYRA BIOSCIENCES INC | 129,753 | $3.0B | 11.58% | |
| 484 | TRDAENTRADA THERAPEUTICS INC | 362,786 | $3.0B | 11.58% | |
| 485 | GIIIG III APPAREL GROUP LTD | 126,174 | $3.0B | 11.58% | |
| 486 | AIPARTERIS INC | 224,695 | $3.0B | 11.58% | |
| 487 | TCBXTHIRD COAST BANCSHARES INC | 80,610 | $3.0B | 11.58% | |
| 488 | LFSTLIFESTANCE HEALTH GROUP INC | 443,965 | $3.0B | 11.58% | |
| 489 | LENLENNAR CORP | 37,429 | $3.0B | 11.58% | |
| 490 | SMRTSMARTRENT INC | 1,720,704 | $3.0B | 11.58% | |
| 491 | CNDTCONDUENT INC | 1,651,472 | $3.0B | 11.58% | |
| 492 | OMCLOMNICELL COM | 75,193 | $3.0B | 11.58% | |
| 493 | XOMEXXON MOBIL CORP | 25,263 | $3.0B | 11.58% | |
| 494 | MLABMESA LABS INC | 38,842 | $3.0B | 11.58% | |
| 495 | KODKODIAK SCIENCES INC | 127,230 | $3.0B | 11.58% | |
| 496 | OCULOCULAR THERAPEUTIX INC | 293,263 | $3.0B | 11.58% | |
| 497 | AGIOAGIOS PHARMACEUTICALS INC | 111,150 | $3.0B | 11.58% | |
| 498 | AWIARMSTRONG WORLD INDS INC NEW | 19,815 | $3.0B | 11.58% | |
| 499 | UFCSUNITED FIRE GROUP INC | 102,405 | $3.0B | 11.58% | |
| 500 | BYBYLINE BANCORP INC | 111,621 | $3.0B | 11.58% |