Generalist · New York, NY
Jana Partners Management
Q4 2025 · compared with Q3 2025
Filed as Jana Partners Management, LP
- Software
- $366M
- Weight of 13F
- 19.1%
- Names
- 3
- Net bought
- +$215M
Filed 17 February 2026 · SEC filing.
12 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
What moved the book
The five software lines with the largest share change this quarter.