JACOBS LEVY EQUITY MANAGEMENT, INC Q3 2023 Filing
Filed November 17, 2023
Portfolio Value
$16.9B
Holdings
952
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (952 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 401 | —2U INC | 1,759,732 | $4.3B | 25.74% | |
| 402 | SHYFSHYFT GROUP INC | 286,690 | $4.3B | 25.42% | |
| 403 | VBTXVERITEX HLDGS INC | 238,346 | $4.3B | 25.34% | |
| 404 | DAKTDAKTRONICS INC | 478,204 | $4.3B | 25.26% | |
| 405 | HMNHORACE MANN EDUCATORS CORP N | 144,357 | $4.2B | 25.12% | |
| 406 | ZUOUSDZUORA INC | 514,463 | $4.2B | 25.11% | |
| 407 | EBSEMERGENT BIOSOLUTIONS INC | 1,246,020 | $4.2B | 25.09% | |
| 408 | HSTMHEALTHSTREAM INC | 194,988 | $4.2B | 24.92% | |
| 409 | CSVCARRIAGE SVCS INC | 147,848 | $4.2B | 24.73% | |
| 410 | VNDAVANDA PHARMACEUTICALS INC | 965,856 | $4.2B | 24.71% | |
| 411 | APLSAPELLIS PHARMACEUTICALS INC | 109,508 | $4.2B | 24.67% | |
| 412 | IMXIINTERNATIONAL MNY EXPRESS IN | 244,604 | $4.1B | 24.53% | |
| 413 | BBTBERKSHIRE HILLS BANCORP INC | 205,597 | $4.1B | 24.41% | |
| 414 | PPLPPL CORP | 172,915 | $4.1B | 24.12% | |
| 415 | SCHN1EURSCHNITZER STEEL INDS INC | 146,171 | $4.1B | 24.11% | |
| 416 | MTZMASTEC INC | 56,349 | $4.1B | 24.02% | |
| 417 | TREXTREX CO INC | 65,759 | $4.1B | 24.00% | |
| 418 | UMBFUMB FINL CORP | 65,228 | $4.0B | 23.97% | |
| 419 | NVROEURNEVRO CORP | 209,185 | $4.0B | 23.81% | |
| 420 | K6BKBR INC | 67,827 | $4.0B | 23.67% | |
| 421 | SXCSUNCOKE ENERGY INC | 392,801 | $4.0B | 23.61% | |
| 422 | NWNNORTHWEST NAT HLDG CO | 103,822 | $4.0B | 23.46% | |
| 423 | RYAMRAYONIER ADVANCED MATLS INC | 1,108,445 | $3.9B | 23.24% | |
| 424 | ARCH1USDARCH RESOURCES INC | 22,907 | $3.9B | 23.15% | |
| 425 | BECNUSDBEACON ROOFING SUPPLY INC | 50,526 | $3.9B | 23.09% | |
| 426 | AGSPLAYAGS INC | 592,898 | $3.9B | 22.89% | |
| 427 | ENTAENANTA PHARMACEUTICALS INC | 345,651 | $3.9B | 22.86% | |
| 428 | CMSCMS ENERGY CORP | 72,199 | $3.8B | 22.71% | |
| 429 | OPENOPENDOOR TECHNOLOGIES INC | 1,431,870 | $3.8B | 22.39% | |
| 430 | AYIACUITY BRANDS INC | 22,092 | $3.8B | 22.28% | |
| 431 | MHOM/I HOMES INC | 44,696 | $3.8B | 22.25% | |
| 432 | CLDTCHATHAM LODGING TR | 392,345 | $3.8B | 22.24% | |
| 433 | STCSTEWART INFORMATION SVCS COR | 85,140 | $3.7B | 22.09% | |
| 434 | ANABANAPTYSBIO INC | 206,785 | $3.7B | 21.99% | |
| 435 | LEUCENTRUS ENERGY CORP | 65,354 | $3.7B | 21.97% | |
| 436 | AVDAMERICAN VANGUARD CORP | 338,637 | $3.7B | 21.92% | |
| 437 | WRLDWORLD ACCEP CORPORATION | 28,877 | $3.7B | 21.73% | |
| 438 | XPERXPERI INC | 370,615 | $3.7B | 21.64% | |
| 439 | RIGLUSDRIGEL PHARMACEUTICALS INC | 3,369,076 | $3.6B | 21.55% | |
| 440 | NVRIENVIRI CORP | 496,462 | $3.6B | 21.23% | |
| 441 | MSMMSC INDL DIRECT INC | 36,239 | $3.6B | 21.06% | |
| 442 | EXLSEXLSERVICE HOLDINGS INC | 126,566 | $3.5B | 21.01% | |
| 443 | GICGLOBAL INDUSTRIAL COMPANY | 105,761 | $3.5B | 20.98% | |
| 444 | DOUGDOUGLAS ELLIMAN INC | 1,563,140 | $3.5B | 20.92% | |
| 445 | TBPHTHERAVANCE BIOPHARMA INC | 407,525 | $3.5B | 20.83% | |
| 446 | CDLXCARDLYTICS INC | 209,939 | $3.5B | 20.51% | |
| 447 | STGWSTAGWELL INC | 733,573 | $3.4B | 20.38% | |
| 448 | PLABPHOTRONICS INC | 169,834 | $3.4B | 20.33% | |
| 449 | ONTFON24 INC | 542,314 | $3.4B | 20.33% | |
| 450 | SAMBOSTON BEER INC | 8,730 | $3.4B | 20.14% | |
| 451 | TGTXTG THERAPEUTICS INC | 405,618 | $3.4B | 20.08% | |
| 452 | UHALU HAUL HOLDING COMPANY | 62,108 | $3.4B | 20.07% | |
| 453 | MCHBHOMESTREET INC | 435,099 | $3.4B | 20.07% | |
| 454 | QCRHQCR HOLDINGS INC | 69,837 | $3.4B | 20.07% | |
| 455 | HAFCHANMI FINL CORP | 208,574 | $3.4B | 20.05% | |
| 456 | ALAIR LEASE CORP | 85,566 | $3.4B | 19.97% | |
| 457 | UISUNISYS CORP | 973,076 | $3.4B | 19.88% | |
| 458 | GSGOLDMAN SACHS GROUP INC | 10,377 | $3.4B | 19.88% | |
| 459 | LIVNLIVANOVA PLC | 63,278 | $3.3B | 19.82% | |
| 460 | BCRXBIOCRYST PHARMACEUTICALS INC | 470,137 | $3.3B | 19.71% | |
| 461 | TPCTUTOR PERINI CORP | 420,821 | $3.3B | 19.52% | |
| 462 | MSCIMSCI INC | 6,420 | $3.3B | 19.50% | |
| 463 | LMTLOCKHEED MARTIN CORP | 8,039 | $3.3B | 19.47% | |
| 464 | —HIRERIGHT HOLDINGS CORPORATI | 345,620 | $3.3B | 19.46% | |
| 465 | CTVHELIX ENERGY SOLUTIONS GRP I | 293,508 | $3.3B | 19.42% | |
| 466 | GTLSCHART INDS INC | 19,258 | $3.3B | 19.29% | |
| 467 | PSAPUBLIC STORAGE | 12,153 | $3.2B | 18.97% | |
| 468 | —THE AARONS COMPANY INC | 305,028 | $3.2B | 18.91% | |
| 469 | KPTIEURKARYOPHARM THERAPEUTICS INC | 2,353,528 | $3.2B | 18.68% | |
| 470 | AMSWAUSDAMER SOFTWARE INC | 274,069 | $3.1B | 18.60% | |
| 471 | SMSM ENERGY CO | 79,169 | $3.1B | 18.59% | |
| 472 | GGENPACT LIMITED | 86,397 | $3.1B | 18.52% | |
| 473 | SRISTONERIDGE INC | 155,335 | $3.1B | 18.46% | |
| 474 | KNXKNIGHT-SWIFT TRANSN HLDGS IN | 62,076 | $3.1B | 18.44% | |
| 475 | PAYXPAYCHEX INC | 26,978 | $3.1B | 18.43% | |
| 476 | NOWSERVICENOW INC | 5,554 | $3.1B | 18.39% | |
| 477 | CDXSCODEXIS INC | 1,631,864 | $3.1B | 18.27% | |
| 478 | TSVT*2SEVENTY BIO INC | 779,529 | $3.1B | 18.09% | |
| 479 | JRVRJAMES RIV GROUP LTD | 198,603 | $3.0B | 18.05% | |
| 480 | EWBCEAST WEST BANCORP INC | 57,773 | $3.0B | 18.04% | |
| 481 | OLMAOLEMA PHARMACEUTICALS INC | 244,472 | $3.0B | 17.88% | |
| 482 | BOKFBOK FINL CORP | 37,576 | $3.0B | 17.80% | |
| 483 | PDFSPDF SOLUTIONS INC | 92,557 | $3.0B | 17.76% | |
| 484 | PWPPERELLA WEINBERG PARTNERS | 293,132 | $3.0B | 17.67% | |
| 485 | TDCTERADATA CORP DEL | 66,221 | $3.0B | 17.66% | |
| 486 | EYENATIONAL VISION HLDGS INC | 184,157 | $3.0B | 17.64% | |
| 487 | AKRACADIA RLTY TR | 207,435 | $3.0B | 17.63% | |
| 488 | PUBMPUBMATIC INC | 243,281 | $2.9B | 17.43% | |
| 489 | RCORESOURCES CONNECTION INC | 197,245 | $2.9B | 17.41% | |
| 490 | CMCCOMMERCIAL METALS CO | 59,253 | $2.9B | 17.34% | |
| 491 | NKTREURNEKTAR THERAPEUTICS | 4,904,745 | $2.9B | 17.30% | |
| 492 | PHATPHATHOM PHARMACEUTICALS INC | 280,932 | $2.9B | 17.25% | |
| 493 | OISOIL STS INTL INC | 347,207 | $2.9B | 17.21% | |
| 494 | UPBDUPBOUND GROUP INC | 98,423 | $2.9B | 17.16% | |
| 495 | UDMYUDEMY INC | 305,125 | $2.9B | 17.16% | |
| 496 | EP3ORASURE TECHNOLOGIES INC | 487,799 | $2.9B | 17.13% | |
| 497 | YMABUSDY-MABS THERAPEUTICS INC | 530,439 | $2.9B | 17.12% | |
| 498 | VVISA INC | 12,537 | $2.9B | 17.08% | |
| 499 | SEESEALED AIR CORP NEW | 87,455 | $2.9B | 17.02% | |
| 500 | BASECOUCHBASE INC | 165,006 | $2.8B | 16.77% |