Generalist · Florham Park, NJ
Jacobs Levy Equity Management, INC
- Software
- $2.9B
- Weight of 13F
- 11.0%
- Names
- 47
- Vs prior quarter
- +$330M
Filed 14 August 2026.
934 positions in the whole 13F.
Software held
- MicrosoftMSFT1,737,693 shares · 22.0% of their software$648M+$49.7M
- FortinetFTNT2,564,536 shares · 13.4% of their software$394M+$145M
- CrowdStrikeCRWD482,126 shares · 12.5% of their software$368M+$334M
- SynopsysSNPS448,092 shares · 6.8% of their software$200M+$128M
- AdobeADBE683,922 shares · 4.8% of their software$140M−$56.1M
- VaronisVRNS3,331,623 shares · 4.8% of their software$140M+$84.4M
- DropboxDBX4,356,717 shares · 4.1% of their software$120M+$10.5M
- Manhattan AssociatesMANH792,256 shares · 3.8% of their software$110M−$2.5M
- NutanixNTNX1,962,593 shares · 3.4% of their software$100M+$21.0M
- ZscalerZS660,245 shares · 3.2% of their software$93.2M+$51.6M
- DocuSignDOCU2,043,909 shares · 3.1% of their software$90.8M−$1.6M
- AtlassianTEAM1,099,747 shares · 2.9% of their software$85.5M+$19.0M