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 |
|---|---|---|---|---|---|
| 501 | UFCSUNITED FIRE GROUP INC | 105,878 | $3.2B | 12.80% | |
| 502 | NXRTNEXPOINT RESIDENTIAL TR INC | 99,937 | $3.2B | 12.79% | |
| 503 | BYBYLINE BANCORP INC | 115,725 | $3.2B | 12.75% | |
| 504 | WSRWHITESTONE REIT | 261,228 | $3.2B | 12.74% | |
| 505 | AGLAGILON HEALTH INC | 3,099,850 | $3.2B | 12.68% | |
| 506 | LBRTLIBERTY ENERGY INC | 256,557 | $3.2B | 12.58% | |
| 507 | TCBXTHIRD COAST BANCSHARES INC | 82,069 | $3.1B | 12.38% | |
| 508 | DLTRDOLLAR TREE INC | 32,778 | $3.1B | 12.29% | |
| 509 | APTVAPTIV PLC | 35,611 | $3.1B | 12.20% | |
| 510 | NATLNCR ATLEOS CORPORATION | 77,578 | $3.0B | 12.12% | |
| 511 | SMRTSMARTRENT INC | 2,160,066 | $3.0B | 12.10% | |
| 512 | XPERXPERI INC | 464,839 | $3.0B | 11.97% | |
| 513 | MTDRMATADOR RES CO | 66,580 | $3.0B | 11.88% | |
| 514 | AMEAMETEK INC | 15,840 | $3.0B | 11.83% | |
| 515 | AVPTAVEPOINT INC | 195,736 | $2.9B | 11.67% | |
| 516 | PSTGPURE STORAGE INC | 34,904 | $2.9B | 11.62% | |
| 517 | AMCXAMC NETWORKS INC | 351,198 | $2.9B | 11.50% | |
| 518 | SPNTSIRIUSPOINT LTD | 159,666 | $2.9B | 11.48% | |
| 519 | EBFENNIS INC | 157,658 | $2.9B | 11.45% | |
| 520 | AATAMERICAN ASSETS TR INC | 141,531 | $2.9B | 11.43% | |
| 521 | CTKBCYTEK BIOSCIENCES INC | 824,436 | $2.9B | 11.37% | |
| 522 | LELANDS END INC NEW | 202,024 | $2.8B | 11.32% | |
| 523 | CDXSCODEXIS INC | 1,164,846 | $2.8B | 11.29% | |
| 524 | SLMSLM CORP | 102,412 | $2.8B | 11.26% | |
| 525 | BCRXBIOCRYST PHARMACEUTICALS INC | 370,463 | $2.8B | 11.17% | |
| 526 | CMCOCOLUMBUS MCKINNON CORP N Y | 194,970 | $2.8B | 11.11% | |
| 527 | ALEXALEXANDER & BALDWIN INC NEW | 152,784 | $2.8B | 11.04% | |
| 528 | CTRNCITI TRENDS INC | 89,542 | $2.8B | 11.04% | |
| 529 | EDITEDITAS MEDICINE INC | 800,023 | $2.8B | 11.03% | |
| 530 | RMREGIONAL MGMT CORP | 70,086 | $2.7B | 10.85% | |
| 531 | KODKODIAK SCIENCES INC | 165,220 | $2.7B | 10.75% | |
| 532 | CTBICOMMUNITY TR BANCORP INC | 48,285 | $2.7B | 10.73% | |
| 533 | JOUTJOHNSON OUTDOORS INC | 66,558 | $2.7B | 10.68% | |
| 534 | LIILENNOX INTL INC | 5,077 | $2.7B | 10.68% | |
| 535 | COGTCOGENT BIOSCIENCES INC | 187,083 | $2.7B | 10.67% | |
| 536 | CMRECOSTAMARE INC | 224,177 | $2.7B | 10.61% | |
| 537 | GLDDGREAT LAKES DREDGE & DOCK CO | 221,743 | $2.7B | 10.56% | |
| 538 | VITLVITAL FARMS INC | 64,571 | $2.7B | 10.56% | |
| 539 | MSCIMSCI INC | 4,677 | $2.7B | 10.54% | |
| 540 | MLRMILLER INDS INC TENN | 65,488 | $2.6B | 10.52% | |
| 541 | RHRH | 12,982 | $2.6B | 10.48% | |
| 542 | DGICADONEGAL GROUP INC | 135,410 | $2.6B | 10.43% | |
| 543 | TLSTELOS CORP MD | 383,801 | $2.6B | 10.43% | |
| 544 | GDRXGOODRX HLDGS INC | 602,905 | $2.6B | 10.13% | |
| 545 | HMNHORACE MANN EDUCATORS CORP N | 56,116 | $2.5B | 10.07% | |
| 546 | IRWDIRONWOOD PHARMACEUTICALS INC | 1,920,530 | $2.5B | 10.00% | |
| 547 | KRNYKEARNY FINL CORP MD | 382,268 | $2.5B | 9.98% | |
| 548 | AGOASSURED GUARANTY LTD | 29,590 | $2.5B | 9.95% | |
| 549 | KOPKOPPERS HOLDINGS INC | 88,370 | $2.5B | 9.83% | |
| 550 | FETFORUM ENERGY TECHNOLOGIES IN | 92,614 | $2.5B | 9.83% | |
| 551 | PSMTPRICESMART INC | 20,303 | $2.5B | 9.78% | |
| 552 | ALKALASKA AIR GROUP INC | 49,355 | $2.5B | 9.76% | |
| 553 | EBEVENTBRITE INC | 970,781 | $2.4B | 9.72% | |
| 554 | SCVLSHOE CARNIVAL INC | 117,249 | $2.4B | 9.68% | |
| 555 | INGNINOGEN INC | 295,682 | $2.4B | 9.60% | |
| 556 | PLUSEPLUS INC | 34,012 | $2.4B | 9.60% | |
| 557 | SKINTHE BEAUTY HEALTH COMPANY | 1,210,898 | $2.4B | 9.57% | |
| 558 | NFBKNORTHFIELD BANCORP INC DEL | 201,990 | $2.4B | 9.47% | |
| 559 | MCRIMONARCH CASINO & RESORT INC | 22,411 | $2.4B | 9.42% | |
| 560 | ANAUTONATION INC | 10,832 | $2.4B | 9.41% | |
| 561 | AKAMAKAMAI TECHNOLOGIES INC | 30,973 | $2.3B | 9.32% | |
| 562 | MECMAYVILLE ENGR CO INC | 170,335 | $2.3B | 9.31% | |
| 563 | HHHHOWARD HUGHES HOLDINGS INC | 28,440 | $2.3B | 9.28% | |
| 564 | KRTKARAT PACKAGING INC | 91,856 | $2.3B | 9.20% | |
| 565 | CNKCINEMARK HLDGS INC | 81,727 | $2.3B | 9.10% | |
| 566 | DOMODOMO INC | 144,471 | $2.3B | 9.09% | |
| 567 | GEGE AEROSPACE | 7,597 | $2.3B | 9.08% | |
| 568 | THFFFIRST FINANCIAL CORPORATION | 40,029 | $2.3B | 8.98% | |
| 569 | DKNGDRAFTKINGS INC NEW | 60,405 | $2.3B | 8.98% | |
| 570 | ACAARCOSA INC | 23,869 | $2.2B | 8.89% | |
| 571 | ORNORION GROUP HLDGS INC | 268,736 | $2.2B | 8.88% | |
| 572 | INBKFIRST INTERNET BANCORP | 99,048 | $2.2B | 8.83% | |
| 573 | HDSNHUDSON TECHNOLOGIES INC | 222,945 | $2.2B | 8.80% | |
| 574 | CENTACENTRAL GARDEN & PET CO | 74,901 | $2.2B | 8.79% | |
| 575 | ELLAUDER ESTEE COS INC | 25,015 | $2.2B | 8.76% | |
| 576 | ELSEQUITY LIFESTYLE PPTYS INC | 35,940 | $2.2B | 8.67% | |
| 577 | CHCTCOMMUNITY HEALTHCARE TR INC | 141,568 | $2.2B | 8.61% | |
| 578 | SLQTSELECTQUOTE INC | 1,097,986 | $2.2B | 8.55% | |
| 579 | 0J7QIAC INC | 62,524 | $2.1B | 8.46% | |
| 580 | OFIXORTHOFIX MED INC | 145,362 | $2.1B | 8.45% | |
| 581 | FIZZNATIONAL BEVERAGE CORP | 56,820 | $2.1B | 8.33% | |
| 582 | GTNGRAY MEDIA INC | 362,173 | $2.1B | 8.32% | |
| 583 | JRVRJAMES RIV GROUP LTD | 375,637 | $2.1B | 8.28% | |
| 584 | GSGOLDMAN SACHS GROUP INC | 2,606 | $2.1B | 8.24% | |
| 585 | CECOCECO ENVIRONMENTAL CORP | 40,498 | $2.1B | 8.24% | |
| 586 | MSBIMIDLAND STATES BANCORP INC | 120,942 | $2.1B | 8.24% | |
| 587 | BNLBROADSTONE NET LEASE INC | 115,663 | $2.1B | 8.21% | |
| 588 | TMPTOMPKINS FINL CORP | 31,175 | $2.1B | 8.20% | |
| 589 | UHALU HAUL HOLDING COMPANY | 35,887 | $2.0B | 8.14% | |
| 590 | SEMRSEMRUSH HLDGS INC | 287,647 | $2.0B | 8.09% | |
| 591 | WABCWESTAMERICA BANCORPORATION | 40,607 | $2.0B | 8.06% | |
| 592 | ENTAENANTA PHARMACEUTICALS INC | 169,048 | $2.0B | 8.04% | |
| 593 | NRIMNORTHRIM BANCORP INC | 92,685 | $2.0B | 7.98% | |
| 594 | RCORESOURCES CONNECTION INC | 396,372 | $2.0B | 7.95% | |
| 595 | DBIDESIGNER BRANDS INC | 561,446 | $2.0B | 7.90% | |
| 596 | JJACOBS SOLUTIONS INC | 13,070 | $2.0B | 7.78% | |
| 597 | AVAHAVEANNA HEALTHCARE HLDGS INC | 218,423 | $1.9B | 7.70% | |
| 598 | CPFCENTRAL PAC FINL CORP | 63,791 | $1.9B | 7.69% | |
| 599 | NAVINAVIENT CORPORATION | 147,085 | $1.9B | 7.68% | |
| 600 | OMCLOMNICELL COM | 63,175 | $1.9B | 7.64% |