JACOBS LEVY EQUITY MANAGEMENT, INC
All 13F Filings
- Location
- Florham Park, NJ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 25,896,976
- Description
- Florham Park New Jersey based high conviction growth platform with an incorporated management platform and a disciplined and process driven investment mandate. The approach emphasizes durable growth thesis development, fundamental research depth, and concentrated position governance for innovation oriented equity mandates. The process prioritizes downside control, mandate clarity, and consistent execution standards through thesis validation discipline and allocation selectivity.
- Website
- https://jlem.com/
- Founded
- 1986
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 917 | 25,896,976 | 13F-HR | JACOBS LEVY EQUITY MANAGEMENT, INC |
| Q2 2025 | 8/14/2025 | 1,020 | 25,505,830 | 13F-HR | JACOBS LEVY EQUITY MANAGEMENT, INC |
| Q1 2025 | 5/15/2025 | 1,060 | 25,210,453 | 13F-HR | JACOBS LEVY EQUITY MANAGEMENT, INC |
| Q4 2024 | 2/14/2025 | 926 | 28,264,813 | 13F-HR | JACOBS LEVY EQUITY MANAGEMENT, INC |
| Q3 2024 | 11/14/2024 | 941 | 25,930,723 | 13F-HR | JACOBS LEVY EQUITY MANAGEMENT, INC |
| Q2 2024 | 8/14/2024 | 946 | 24,180,953 | 13F-HR | JACOBS LEVY EQUITY MANAGEMENT, INC |
| Q1 2024 | 5/15/2024 | 928 | 22,376,674 | 13F-HR | JACOBS LEVY EQUITY MANAGEMENT, INC |
| Q4 2023 | 2/14/2024 | 963 | 19,849,193 | 13F-HR | JACOBS LEVY EQUITY MANAGEMENT, INC |
| Q3 2023 | 11/17/2023 | 952 | 16,883,266 | 13F-HR | JACOBS LEVY EQUITY MANAGEMENT, INC |
| Q2 2023 | 8/14/2023 | 957 | 17,351,381 | 13F-HR | JACOBS LEVY EQUITY MANAGEMENT, INC |
| Q1 2023 | 5/15/2023 | 944 | 16,316,133 | 13F-HR | JACOBS LEVY EQUITY MANAGEMENT, INC |
| Q4 2022 | 2/14/2023 | 934 | 14,779,826 | 13F-HR | JACOBS LEVY EQUITY MANAGEMENT, INC |
| Q3 2022 | 11/15/2022 | 970 | 12,649,738 | 13F-HR | JACOBS LEVY EQUITY MANAGEMENT, INC |
| Q2 2022 | 8/15/2022 | 981 | 12,917,987 | 13F-HR | JACOBS LEVY EQUITY MANAGEMENT, INC |
| Q1 2022 | 5/16/2022 | 989 | 14,866,054 | 13F-HR | JACOBS LEVY EQUITY MANAGEMENT, INC |
| Q4 2021 | 2/14/2022 | 959 | 14,934,749 | 13F-HR | JACOBS LEVY EQUITY MANAGEMENT, INC |
| Q3 2021 | 11/15/2021 | 1,019 | 14,851,813 | 13F-HR | JACOBS LEVY EQUITY MANAGEMENT, INC |
| Q2 2021 | 8/16/2021 | 1,017 | 14,751,395 | 13F-HR | JACOBS LEVY EQUITY MANAGEMENT, INC |
| Q1 2021 | 5/17/2021 | 1,000 | 12,963,801 | 13F-HR | JACOBS LEVY EQUITY MANAGEMENT, INC |
| Q4 2020 | 2/16/2021 | 1,005 | 11,403,663 | 13F-HR | JACOBS LEVY EQUITY MANAGEMENT, INC |
| Q3 2020 | 11/16/2020 | 1,013 | 9,647,941 | 13F-HR | JACOBS LEVY EQUITY MANAGEMENT, INC |
| Q2 2020 | 8/17/2020 | 1,029 | 9,233,797 | 13F-HR | JACOBS LEVY EQUITY MANAGEMENT, INC |
| Q1 2020 | 5/15/2020 | 993 | 7,782,584 | 13F-HR | JACOBS LEVY EQUITY MANAGEMENT, INC |
| Q4 2019 | 2/14/2020 | 986 | 10,192,588 | 13F-HR | JACOBS LEVY EQUITY MANAGEMENT, INC |
| Q1 2014 | 5/15/2014 | 874 | 5,969,123 | 13F-HR | JACOBS LEVY EQUITY MANAGEMENT, INC |
| Q4 2013 | 2/14/2014 | 933 | 6,656,935 | 13F-HR | JACOBS LEVY EQUITY MANAGEMENT, INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 25.9 M | 100.0% | 25.9 M | 0 | 25.9 M |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
25,896,976
Holdings
917
QoQ value change ($000)
—
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.