JACOBS LEVY EQUITY MANAGEMENT, INC Q3 2025 Filing
Filed November 17, 2025
Portfolio Value
$25.2B
Holdings
953
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (953 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 301 | PBPROSPERITY BANCSHARES INC | 148,971 | $9.9B | 39.27% | |
| 302 | UVEUNIVERSAL INS HLDGS INC | 371,982 | $9.8B | 38.87% | |
| 303 | VRTXVERTEX PHARMACEUTICALS INC | 24,949 | $9.8B | 38.82% | |
| 304 | LOBLIVE OAK BANCSHARES INC | 276,667 | $9.7B | 38.71% | |
| 305 | JEFJEFFERIES FINL GROUP INC | 148,843 | $9.7B | 38.69% | |
| 306 | EIGEMPLOYERS HLDGS INC | 228,813 | $9.7B | 38.62% | |
| 307 | KROSKEROS THERAPEUTICS INC | 607,089 | $9.6B | 38.16% | |
| 308 | DWDMORGAN STANLEY | 60,112 | $9.6B | 37.96% | |
| 309 | SCHLSCHOLASTIC CORP | 347,914 | $9.5B | 37.85% | |
| 310 | PARRPAR PAC HOLDINGS INC | 267,944 | $9.5B | 37.71% | |
| 311 | AMBPARDAGH METAL PACKAGING S A | 2,357,953 | $9.4B | 37.38% | |
| 312 | AZOAUTOZONE INC | 2,176 | $9.3B | 37.09% | |
| 313 | DYNDYNE THERAPEUTICS INC | 729,606 | $9.2B | 36.67% | |
| 314 | MDUMDU RES GROUP INC | 514,603 | $9.2B | 36.41% | |
| 315 | BRZEBRAZE INC | 321,688 | $9.1B | 36.35% | |
| 316 | AMGAFFILIATED MANAGERS GROUP IN | 38,355 | $9.1B | 36.33% | |
| 317 | CVGWCALAVO GROWERS INC | 353,136 | $9.1B | 36.11% | |
| 318 | HELEHELEN OF TROY LTD | 359,693 | $9.1B | 36.01% | |
| 319 | WDAYWORKDAY INC | 37,383 | $9.0B | 35.75% | |
| 320 | VSTSVESTIS CORPORATION | 1,960,150 | $8.9B | 35.28% | |
| 321 | GDYNGRID DYNAMICS HLDGS INC | 1,148,331 | $8.9B | 35.17% | |
| 322 | IDTIDT CORP | 169,146 | $8.8B | 35.15% | |
| 323 | EXPOEXPONENT INC | 126,840 | $8.8B | 35.01% | |
| 324 | LZLEGALZOOM COM INC | 843,846 | $8.8B | 34.80% | |
| 325 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 59,231 | $8.6B | 34.26% | |
| 326 | CLCOLGATE PALMOLIVE CO | 107,404 | $8.6B | 34.11% | |
| 327 | MNKDMANNKIND CORP | 1,597,677 | $8.6B | 34.09% | |
| 328 | G3VGREEN PLAINS INC | 973,914 | $8.6B | 34.01% | |
| 329 | PRTAPROTHENA CORP PLC | 876,528 | $8.6B | 33.99% | |
| 330 | FIHLFIDELIS INSURANCE HOLDINGS L | 466,233 | $8.5B | 33.62% | |
| 331 | BXCBLUELINX HLDGS INC | 115,248 | $8.4B | 33.46% | |
| 332 | PAYOPAYONEER GLOBAL INC | 1,388,906 | $8.4B | 33.38% | |
| 333 | CRKCOMSTOCK RES INC | 423,408 | $8.4B | 33.36% | |
| 334 | QNSTQUINSTREET INC | 540,592 | $8.4B | 33.23% | |
| 335 | FELEFRANKLIN ELEC INC | 86,894 | $8.3B | 32.87% | |
| 336 | FIVEFIVE BELOW INC | 53,451 | $8.3B | 32.85% | |
| 337 | NETCLOUDFLARE INC | 37,790 | $8.1B | 32.22% | |
| 338 | ALRMALARM COM HLDGS INC | 152,034 | $8.1B | 32.06% | |
| 339 | GDDYGODADDY INC | 58,601 | $8.0B | 31.86% | |
| 340 | ZM3ZUMIEZ INC | 399,858 | $7.8B | 31.15% | |
| 341 | HSIHEIDRICK & STRUGGLES INTL IN | 157,328 | $7.8B | 31.11% | |
| 342 | GOLDA-MARK PRECIOUS METALS INC | 298,270 | $7.7B | 30.66% | |
| 343 | FNFFIDELITY NATIONAL FINANCIAL | 126,449 | $7.6B | 30.39% | |
| 344 | TVTXTRAVERE THERAPEUTICS INC | 318,146 | $7.6B | 30.21% | |
| 345 | TJXTJX COS INC NEW | 52,065 | $7.5B | 29.90% | |
| 346 | FORFORESTAR GROUP INC | 281,470 | $7.5B | 29.73% | |
| 347 | CODICOMPASS DIVERSIFIED | 1,122,443 | $7.4B | 29.52% | |
| 348 | MRPMILLROSE PPTYS INC | 220,088 | $7.4B | 29.39% | |
| 349 | RYIRYERSON HLDG CORP | 323,050 | $7.4B | 29.34% | |
| 350 | SWXSOUTHWEST GAS HLDGS INC | 93,377 | $7.3B | 29.06% | |
| 351 | USNAUSANA HEALTH SCIENCES INC | 264,973 | $7.3B | 29.00% | |
| 352 | REGREGENCY CTRS CORP | 99,966 | $7.3B | 28.95% | |
| 353 | PCCPC CONNECTION INC | 116,878 | $7.2B | 28.78% | |
| 354 | PUBMPUBMATIC INC | 851,683 | $7.1B | 28.02% | |
| 355 | LNTHLANTHEUS HLDGS INC | 136,924 | $7.0B | 27.90% | |
| 356 | CAVACAVA GROUP INC | 115,918 | $7.0B | 27.82% | |
| 357 | WFCWELLS FARGO CO NEW | 82,630 | $6.9B | 27.52% | |
| 358 | CPSCOOPER STD HLDGS INC | 187,297 | $6.9B | 27.48% | |
| 359 | 7HPHP INC | 248,487 | $6.8B | 26.88% | |
| 360 | GWWGRAINGER W W INC | 7,099 | $6.8B | 26.88% | |
| 361 | DOLEDOLE PLC | 501,409 | $6.7B | 26.77% | |
| 362 | VRSKVERISK ANALYTICS INC | 26,736 | $6.7B | 26.72% | |
| 363 | IIININSTEEL INDS INC | 175,284 | $6.7B | 26.70% | |
| 364 | PSFEPAYSAFE LIMITED | 516,289 | $6.7B | 26.50% | |
| 365 | NXDRNEXTDOOR HOLDINGS INC | 3,187,166 | $6.7B | 26.46% | |
| 366 | FBKFB FINL CORP | 119,427 | $6.7B | 26.45% | |
| 367 | GIIIG III APPAREL GROUP LTD | 248,672 | $6.6B | 26.29% | |
| 368 | HRMYHARMONY BIOSCIENCES HLDGS IN | 239,772 | $6.6B | 26.25% | |
| 369 | VREXVAREX IMAGING CORP | 529,793 | $6.6B | 26.10% | |
| 370 | CLWCLEARWATER PAPER CORP | 311,192 | $6.5B | 25.67% | |
| 371 | BANDBANDWIDTH INC | 386,339 | $6.4B | 25.59% | |
| 372 | MAXMEDIAALPHA INC | 560,765 | $6.4B | 25.35% | |
| 373 | PLTRPALANTIR TECHNOLOGIES INC | 34,802 | $6.3B | 25.22% | |
| 374 | HOODROBINHOOD MKTS INC | 44,289 | $6.3B | 25.19% | |
| 375 | DRSLEONARDO DRS INC | 139,407 | $6.3B | 25.14% | |
| 376 | KNSLKINSALE CAP GROUP INC | 14,850 | $6.3B | 25.09% | |
| 377 | CNPCENTERPOINT ENERGY INC | 162,015 | $6.3B | 24.97% | |
| 378 | PAHCPHIBRO ANIMAL HEALTH CORP | 155,301 | $6.3B | 24.96% | |
| 379 | ITWILLINOIS TOOL WKS INC | 24,034 | $6.3B | 24.90% | |
| 380 | BCPCBALCHEM CORP | 41,680 | $6.3B | 24.85% | |
| 381 | DOCSDOXIMITY INC | 85,067 | $6.2B | 24.72% | |
| 382 | AWIARMSTRONG WORLD INDS INC NEW | 31,600 | $6.2B | 24.61% | |
| 383 | DUOLDUOLINGO INC | 19,075 | $6.1B | 24.39% | |
| 384 | TRUPTRUPANION INC | 141,427 | $6.1B | 24.32% | |
| 385 | BLDRBUILDERS FIRSTSOURCE INC | 49,899 | $6.1B | 24.04% | |
| 386 | NRDSNERDWALLET INC | 557,989 | $6.0B | 23.85% | |
| 387 | WAYWAYSTAR HLDG CORP | 158,298 | $6.0B | 23.85% | |
| 388 | KELYAKELLY SVCS INC | 457,093 | $6.0B | 23.83% | |
| 389 | CPRXCATALYST PHARMACEUTICALS INC | 303,051 | $6.0B | 23.72% | |
| 390 | KNXKNIGHT-SWIFT TRANSN HLDGS IN | 151,094 | $6.0B | 23.72% | |
| 391 | STZCONSTELLATION BRANDS INC | 44,198 | $6.0B | 23.65% | |
| 392 | LZBLA Z BOY INC | 173,121 | $5.9B | 23.61% | |
| 393 | FLRFLUOR CORP NEW | 141,043 | $5.9B | 23.57% | |
| 394 | HSTMHEALTHSTREAM INC | 210,068 | $5.9B | 23.57% | |
| 395 | ZIPZIPRECRUITER INC | 1,402,698 | $5.9B | 23.52% | |
| 396 | WRBBERKLEY W R CORP | 77,035 | $5.9B | 23.45% | |
| 397 | THOTHOR INDS INC | 56,362 | $5.8B | 23.22% | |
| 398 | HIPOHIPPO HLDGS INC | 161,568 | $5.8B | 23.21% | |
| 399 | WSWORTHINGTON STL INC | 190,644 | $5.8B | 23.02% | |
| 400 | OSCROSCAR HEALTH INC | 303,603 | $5.7B | 22.83% |