JACOBS LEVY EQUITY MANAGEMENT, INC

FLORHAM PARK, NJ · CIK 884414 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 1986 · corporation

Assets managed$28.0bn
Staff70 · 38 in investment roles
Main clients (by assets)Pension plans 31%, State and local governments 19%, Private funds 19%
Private funds4 (4 hedge) · $3.7bn gross assets
Form ADV · 2026-04-30SEC adviser record

Legal entityJACOBS LEVY EQUITY MANAGEMENT, INC. (US)

Kindhedge funds, institutions
Others nearbyFlorham Park, NJ

As an employer

Offices in1 country
Private fundshedge 4

US visa salary filings

Filings FY20253
Median salary offered$166,000
Middle half$153,000 – $178,000
Job titles2

Job title	Filings	Median	Range
Quantitative EngineerFlorham Park, NJ	2	$178,000	$166,000 – $190,000
Systems AdministratorFlorham Park, NJ	1	$140,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Jacobs Levy Equity Management, Inc..

$27.8bn reported value +16.9% vs Q1 2026

934positions

27.7%in top 10

158 new 319 added 438 reduced 177 sold out vs Q1 2026

Also in the report of:

Russell Investments Group, Ltd. – $2.0bn of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	8,842,786	$1.8bn6.36%	6.36%	Added +540.8k	+540,846 6.5%
2	ALPHABET INC CAP STK CL C GOOG	GOOG	3,958,271	$1.4bn5.03%	5.03%	Added +521.2k	+521,174 15.2%
3	APPLE INC COM AAPL	AAPL	3,639,688	$1.1bn3.79%	3.79%	Reduced -908.6k	-908,640 -20.0%
4	MICRON TECHNOLOGY INC COM MU	MU	655,543	$756.7m2.72%	2.72%	Added +107.1k	+107,133 19.5%
5	MICROSOFT CORP COM MSFT	MSFT	1,737,693	$648.2m2.33%	2.33%	Added +120.8k	+120,770 7.5%
6	KLA CORP COM NEW KLAC	KLAC	1,727,310	$521.1m1.87%	1.87%	Added +1.6m	+1,636,870 1809.9%
7	BOOKING HOLDINGS INC COM BKNG	BKNG	2,220,413	$395.8m1.42%	1.42%	Added +169.2k	+169,213 8.2%
8	FORTINET INC COM FTNT	FTNT	2,564,536	$394.0m1.42%	1.42%	Reduced -487.7k	-487,747 -16.0%
9	AMAZON COM INC COM AMZN	AMZN	1,620,038	$386.1m1.39%	1.39%	Added +283.1k	+283,106 21.2%
10	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	482,126	$367.9m1.32%	1.32%	Added +395.5k	+395,463 456.3%
11	BANK NEW YORK MELLON CORP COM BNY	BNY	2,182,591	$315.6m1.14%	1.14%	Added +187.7k	+187,665 9.4%
12	TARGET CORP COM TGT	TGT	2,268,023	$296.2m1.07%	1.07%	Reduced -90.1k	-90,128 -3.8%
13	INTERACTIVE BROKERS GROUP IN COM CL A IBKR	IBKR	3,399,433	$295.9m1.06%	1.06%	Reduced -531.6k	-531,583 -13.5%
14	COMFORT SYS USA INC COM FIX	FIX	144,823	$287.0m1.03%	1.03%	Added +48.6k	+48,602 50.5%
15	GENERAL MTRS CO COM GM	GM	3,493,624	$269.3m0.97%	0.97%	Added +83.0k	+83,050 2.4%
16	SANDISK CORP COM SNDK	SNDK	116,663	$265.3m0.95%	0.95%	Added +108.6k	+108,576 1342.6%
17	EDWARDS LIFESCIENCES CORP COM EW	EW	2,772,232	$250.8m0.90%	0.90%	Reduced -160.6k	-160,564 -5.5%
18	VALERO ENERGY CORP COM VLO	VLO	913,704	$238.0m0.86%	0.86%	Added +105.8k	+105,783 13.1%
19	EMCOR GROUP INC COM EME	EME	283,794	$235.5m0.85%	0.85%	Reduced -22.0k	-21,954 -7.2%
20	VERISIGN INC COM VRSN	VRSN	921,158	$231.7m0.83%	0.83%	Added +1.5k	+1,501 0.2%
21	LAM RESEARCH CORP COM NEW LRCX	LRCX	533,201	$231.1m0.83%	0.83%	Added +54.9k	+54,919 11.5%
22	BROADCOM INC COM AVGO	AVGO	605,681	$228.8m0.82%	0.82%	Added +114.3k	+114,298 23.3%
23	CENTENE CORP DEL COM CNC	CNC	3,416,108	$219.3m0.79%	0.79%	Added +258.7k	+258,748 8.2%
24	SOUTHWEST AIRLS CO COM LUV	LUV	4,140,634	$212.9m0.77%	0.77%	Added +1.5m	+1,526,747 58.4%
25	SYNOPSYS INC COM SNPS	SNPS	448,092	$199.9m0.72%	0.72%	Added +266.8k	+266,762 147.1%
26	ALLY FINL INC COM ALLY	ALLY	4,181,887	$192.2m0.69%	0.69%	Reduced -11.0k	-10,955 -0.3%
27	CITIGROUP INC COM NEW C	C	1,321,626	$185.0m0.67%	0.67%	Reduced -78.3k	-78,265 -5.6%
28	WEST PHARMACEUTICAL SVSC INC COM WST	WST	507,786	$182.3m0.66%	0.66%	Reduced -197.6k	-197,550 -28.0%
29	MCKESSON CORP COM MCK	MCK	239,069	$180.6m0.65%	0.65%	Reduced -26.0k	-26,038 -9.8%
30	ALIGN TECHNOLOGY INC COM ALGN	ALGN	1,068,964	$180.3m0.65%	0.65%	Added +37.6k	+37,640 3.6%
31	AMERICAN AIRLS GROUP INC COM AAL	AAL	9,696,162	$175.2m0.63%	0.63%	New
32	LAS VEGAS SANDS CORP COM LVS	LVS	3,786,633	$174.9m0.63%	0.63%	Added +1.1m	+1,065,700 39.2%
33	EBAY INC. COM EBAY	EBAY	1,544,287	$172.6m0.62%	0.62%	Added +559.3k	+559,310 56.8%
34	ARCHER DANIELS MIDLAND CO COM ADM	ADM	2,149,187	$164.2m0.59%	0.59%	Reduced -172.9k	-172,923 -7.5%
35	SYSCO CORP COM SYY	SYY	1,938,184	$162.0m0.58%	0.58%	New
36	REGENERON PHARMACEUTICALS COM REGN	REGN	256,503	$159.9m0.58%	0.58%	Added +42.3k	+42,343 19.8%
37	PHILLIPS 66 COM PSX	PSX	945,251	$159.8m0.57%	0.57%	Reduced -84.5k	-84,540 -8.2%
38	NORTHERN TR CORP COM NTRS	NTRS	909,905	$158.2m0.57%	0.57%	Added +573.6k	+573,579 170.5%
39	LANDSTAR SYS INC COM LSTR	LSTR	742,490	$153.6m0.55%	0.55%	Reduced -2.7k	-2,738 -0.4%
40	STONEX GROUP INC COM SNEX	SNEX	1,295,654	$153.5m0.55%	0.55%	Added +951.1k	+951,087 276.0%
41	TEXAS INSTRS INC COM TXN	TXN	504,890	$150.5m0.54%	0.54%	Reduced -352.1k	-352,134 -41.1%
42	DECKERS OUTDOOR CORP COM DECK	DECK	1,503,635	$149.3m0.54%	0.54%	Reduced -818	-818 -0.1%
43	MAPLEBEAR INC COM CART	CART	3,145,270	$148.9m0.54%	0.54%	Added +513.8k	+513,832 19.5%
44	ARGAN INC COM AGX	AGX	186,216	$148.7m0.53%	0.53%	Reduced -52.5k	-52,522 -22.0%
45	NU HLDGS LTD ORD SHS CL A NU	NU	10,819,790	$144.6m0.52%	0.52%	Reduced -414.7k	-414,709 -3.7%
46	ADOBE INC COM ADBE	ADBE	683,922	$140.2m0.50%	0.50%	Reduced -123.7k	-123,728 -15.3%
47	VARONIS SYS INC COM VRNS	VRNS	3,331,623	$139.8m0.50%	0.50%	Added +749.5k	+749,476 29.0%
48	META PLATFORMS INC CL A META	META	240,790	$135.6m0.49%	0.49%	Reduced -167.7k	-167,666 -41.0%
49	COSTCO WHSL CORP NEW COM COST	COST	144,869	$135.5m0.49%	0.49%	Added +60.1k	+60,107 70.9%
50	POPULAR INC COM NEW BPOP	BPOP	806,838	$132.5m0.48%	0.48%	Reduced -9.0k	-8,970 -1.1%
51	CAMDEN PPTY TR SH BEN INT CPT	CPT	1,148,871	$131.5m0.47%	0.47%	Added +22.4k	+22,382 2.0%
52	STATE STR CORP COM STT	STT	755,373	$128.1m0.46%	0.46%	Added +288.5k	+288,477 61.8%
53	POWELL INDS INC COM POWL	POWL	441,456	$126.4m0.45%	0.45%	Added +69.6k	+69,636 18.7%
54	HUNT J B TRANS SVCS INC COM JBHT	JBHT	432,680	$125.2m0.45%	0.45%	Added +34.5k	+34,527 8.7%
55	MATCH GROUP INC NEW COM MTCH	MTCH	3,261,756	$124.1m0.45%	0.45%	Added +135.7k	+135,703 4.3%
56	NEUROCRINE BIOSCIENCES INC COM NBIX	NBIX	726,112	$122.4m0.44%	0.44%	Added +205.8k	+205,843 39.6%
57	ESSEX PPTY TR INC COM ESS	ESS	416,385	$121.4m0.44%	0.44%	Reduced -7.5k	-7,485 -1.8%
58	DROPBOX INC CL A DBX	DBX	4,356,717	$119.7m0.43%	0.43%	Reduced -446.5k	-446,504 -9.3%
59	GE HEALTHCARE TECHNOLOGIES I COMMON STOCK GEHC	GEHC	1,862,023	$119.2m0.43%	0.43%	Added +574.3k	+574,337 44.6%
60	MOLINA HEALTHCARE INC COM MOH	MOH	505,241	$115.5m0.42%	0.42%	Added +154.3k	+154,296 44.0%
61	STIFEL FINL CORP COM SF	SF	1,589,213	$110.9m0.40%	0.40%	Added +224.2k	+224,235 16.4%
62	MANHATTAN ASSOCIATES INC COM MANH	MANH	792,256	$110.3m0.40%	0.40%	Reduced -55.3k	-55,312 -6.5%
63	BEST BUY INC COM BBY	BBY	1,411,179	$107.1m0.39%	0.39%	Added +216.4k	+216,389 18.1%
64	GRACO INC COM GGG	GGG	1,366,262	$103.3m0.37%	0.37%	Added +302.6k	+302,568 28.4%
65	DOMINOS PIZZA INC COM DPZ	DPZ	347,620	$102.9m0.37%	0.37%	Added +45.9k	+45,945 15.2%
66	ROBLOX CORP CL A RBLX	RBLX	1,890,968	$102.8m0.37%	0.37%	Added +666.7k	+666,724 54.5%
67	CROWN HLDGS INC COM CCK	CCK	898,289	$100.4m0.36%	0.36%	Reduced -152.0k	-151,953 -14.5%
68	NUTANIX INC CL A NTNX	NTNX	1,962,593	$100.0m0.36%	0.36%	Reduced -117.2k	-117,194 -5.6%
69	DRAFTKINGS INC NEW COM CL A DKNG	DKNG	3,958,207	$100.0m0.36%	0.36%	Reduced -189.1k	-189,089 -4.6%
70	ULTRAGENYX PHARMACEUTICAL IN COM RARE	RARE	2,939,719	$98.2m0.35%	0.35%	Added +1.5m	+1,508,648 105.4%
71	METLIFE INC COM MET	MET	1,159,577	$98.1m0.35%	0.35%	Added +247.8k	+247,811 27.2%
72	LOCKHEED MARTIN CORP COM LMT	LMT	187,506	$95.5m0.34%	0.34%	Reduced -224.7k	-224,680 -54.5%
73	RYDER SYS INC COM R	R	358,110	$94.5m0.34%	0.34%	Added +839	+839 0.2%
74	ZSCALER INC COM ZS	ZS	660,245	$93.2m0.34%	0.34%	Added +363.7k	+363,691 122.6%
75	SOLSTICE ADVANCED MATLS INC COM SHS SOLS	SOLS	1,045,370	$92.6m0.33%	0.33%	Added +857.0k	+856,987 454.9%
76	CIRRUS LOGIC INC COM CRUS	CRUS	616,244	$91.5m0.33%	0.33%	Added +13.0k	+13,038 2.2%
77	DOCUSIGN INC COM DOCU	DOCU	2,043,909	$90.8m0.33%	0.33%	Added +96.2k	+96,197 4.9%
78	CHEVRON CORP NEW COM CVX	CVX	531,516	$88.1m0.32%	0.32%	Reduced -159.3k	-159,294 -23.1%
79	GLOBE LIFE INC COM GL	GL	490,513	$87.6m0.32%	0.32%	Reduced -87.9k	-87,943 -15.2%
80	LEAR CORP COM NEW LEA	LEA	653,537	$87.6m0.32%	0.32%	Reduced -8.3k	-8,322 -1.3%
81	OSCAR HEALTH INC CL A OSCR	OSCR	3,025,316	$86.3m0.31%	0.31%	Added +550.9k	+550,893 22.3%
82	ATLASSIAN CORPORATION CL A TEAM	TEAM	1,099,747	$85.5m0.31%	0.31%	Added +124.2k	+124,223 12.7%
83	BREAD FINANCIAL HOLDINGS INC COM BFH	BFH	769,826	$83.4m0.30%	0.30%	Reduced -176.4k	-176,441 -18.6%
84	INCYTE CORP COM INCY	INCY	731,774	$83.0m0.30%	0.30%	Reduced -986.2k	-986,204 -57.4%
85	SYNCHRONY FINANCIAL COM SYF	SYF	1,090,685	$82.9m0.30%	0.30%	Reduced -588.5k	-588,451 -35.0%
86	COMMVAULT SYS INC COM CVLT	CVLT	581,002	$82.3m0.30%	0.30%	Added +299.8k	+299,819 106.6%
87	JAMES HARDIE INDS PLC ORD SHS JHX	JHX	3,129,401	$81.9m0.29%	0.29%	Reduced -998.2k	-998,198 -24.2%
88	INTUIT COM INTU	INTU	307,471	$80.2m0.29%	0.29%	New
89	3M CO COM MMM	MMM	493,925	$80.0m0.29%	0.29%	Added +434.5k	+434,496 731.1%
90	COREBRIDGE FINL INC COM CRBG	CRBG	2,784,627	$79.7m0.29%	0.29%	Reduced -37.3k	-37,285 -1.3%
91	LULULEMON ATHLETICA INC COM LULU	LULU	696,292	$79.5m0.29%	0.29%	Added +680.7k	+680,738 4376.6%
92	TOPGOLF CALLAWAY BRANDS CORP COM CALY	CALY	4,226,658	$79.4m0.29%	0.29%	Added +414.1k	+414,114 10.9%
93	ALBEMARLE CORP COM ALB	ALB	581,755	$78.6m0.28%	0.28%	Added +10.9k	+10,943 1.9%
94	LANTHEUS HLDGS INC COM LNTH	LNTH	699,583	$77.6m0.28%	0.28%	Added +121.9k	+121,938 21.1%
95	10X GENOMICS INC CL A COM TXG	TXG	2,019,883	$77.4m0.28%	0.28%	Reduced -263.5k	-263,541 -11.5%
96	REINSURANCE GRP OF AMERICA I COM NEW RGA	RGA	363,559	$77.3m0.28%	0.28%	Reduced -134.1k	-134,107 -26.9%
97	PINTEREST INC CL A PINS	PINS	3,625,514	$76.2m0.27%	0.27%	Added +2.1m	+2,103,511 138.2%
98	TYSON FOODS INC CL A TSN	TSN	1,328,389	$76.1m0.27%	0.27%	Reduced -229.8k	-229,783 -14.8%
99	WERNER ENTERPRISES INC COM WERN	WERN	1,717,200	$74.9m0.27%	0.27%	Added +607.9k	+607,877 54.8%
100	EVERCORE INC CLASS A EVR	EVR	217,208	$74.2m0.27%	0.27%	Added +72.8k	+72,776 50.4%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ROKU INC ROKU	ROKU	1,472,268	$139.3m1.5m shares
OTIS WORLDWIDE CORP OTIS	OTIS	1,337,699	$103.1m1.3m shares
MONSTER BEVERAGE CORP NEW MNST	MNST	1,285,419	$93.1m1.3m shares
FTI CONSULTING INC FCN	FCN	353,566	$62.5m353.6k shares
DEVON ENERGY CORP NEW DVN	DVN	666,114	$33.5m666.1k shares
TENABLE HLDGS INC TENB	TENB	1,841,995	$31.2m1.8m shares
LENNOX INTL INC LII	LII	58,585	$27.2m58.6k shares
RINGCENTRAL INC RNG	RNG	723,944	$26.9m723.9k shares
HANOVER INS GROUP INC THG	THG	152,763	$26.5m152.8k shares
FLEX LTD FLEX	FLEX	303,681	$19.9m303.7k shares
CENTERPOINT ENERGY INC CNP	CNP	455,872	$19.7m455.9k shares
VERALTO CORP VLTO	VLTO	221,047	$19.5m221.0k shares
AUTOMATIC DATA PROCESSING IN ADP	ADP	94,049	$19.1m94.0k shares
ACUITY INC AYI	AYI	66,251	$18.6m66.3k shares
ALLISON TRANSMISSION HLDGS I ALSN	ALSN	143,059	$16.7m143.1k shares
ROLLINS INC ROL	ROL	273,061	$14.6m273.1k shares
THE CIGNA GROUP CI	CI	49,979	$13.3m50.0k shares
CME GROUP INC CME	CME	35,414	$10.5m35.4k shares
ROBERT HALF INC. RHI	RHI	400,119	$10.2m400.1k shares
BIOCRYST PHARMACEUTICALS INC BCRX	BCRX	1,004,373	$9.6m1.0m shares
NEXTRACKER INC NXT	NXT	79,054	$9.5m79.1k shares
GE VERNOVA INC GEV	GEV	10,349	$9.0m10.3k shares
SAREPTA THERAPEUTICS INC SRPT	SRPT	372,637	$8.1m372.6k shares
TECHNIPFMC PLC FTI	FTI	108,251	$7.5m108.3k shares
SPROUTS FMRS MKT INC SFM	SFM	93,339	$7.2m93.3k shares