Generalist · Florham Park, NJ
Jacobs Levy Equity Management
Q2 2016 · first quarter on file
Filed as Jacobs Levy Equity Management, INC
- Software
- $192M
- Weight of 13F
- 4.0%
- Names
- 28
- Net bought
- —
Filed 15 August 2016 · SEC filing.
1,141 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.
- Q2 202682 names$3.4B−$179M
- Q1 202691 names$3.1B+$212M
- Q4 202590 names$3.8B+$2.1B
- Q3 202584 names$3.7B+$53.5M
- Q2 202583 names$3.7B−$176M
- Q1 202582 names$3.5B+$415M
- Q4 202471 names$3.5B−$122M
- Q3 202483 names$3.8B−$215M
- Q2 202493 names$3.9B+$380M
- Q1 202484 names$3.7B+$49.7M
- Q4 202378 names$3.5B+$335M
- Q3 202373 names$2.6B+$57.3M
- Q2 202376 names$2.7B+$180M
- Q1 202362 names$2.3B+$45.1M
- Q4 202255 names$2.0B+$370M
- Q3 202263 names$1.6B+$769M
- Q2 202248 names$1.2B+$832M
- Q1 202244 names$1.2B+$227M
- Q4 202132 names$1.1B−$141M
- Q3 202140 names$1.1B+$51.1M
- Q2 202140 names$1.0B+$8.7M
- Q1 202138 names$866M−$254M
- Q4 202046 names$1.1B−$62.7M
- Q3 202049 names$967M−$31.8M
- Q2 202053 names$987M−$21.8M
- Q1 202049 names$812M+$75.6M
- Q4 201947 names$843M+$118M
- Q3 201943 names$657M+$60.3M
- Q2 201945 names$626M+$92.4M
- Q1 201940 names$518M+$12.6M
- Q4 201837 names$429M−$45.1M
- Q3 201840 names$544M+$69.6M
- Q2 201832 names$403M−$1.1M
- Q1 201832 names$363M+$21.8M
- Q4 201731 names$310M+$24.4M
- Q3 201729 names$257M+$4.7M
- Q2 201729 names$236M−$30.0M
- Q1 201731 names$258M+$12.2M
- Q4 201633 names$226M−$3.6M
- Q3 201630 names$239M+$12.1M
- Q2 201628 names$192M—
Software held
- MicrosoftMSFT1,150,136 shares · 30.7% of their software$58.9M—
- SynopsysSNPS447,917 shares · 12.6% of their software$24.2M—
- NetApp, Inc.NTAP914,377 shares · 11.7% of their software$22.5M—
- CadenceCDNS919,810 shares · 11.6% of their software$22.4M—
- Strategy IncMSTR83,926 shares · 7.7% of their software$14.7M—
- Automatic Data Processing, Inc.ADP142,820 shares · 6.8% of their software$13.1M—
- Manhattan AssociatesMANH95,008 shares · 3.2% of their software$6.1M—
- VeevaVEEV166,141 shares · 3.0% of their software$5.7M—
- RingCentralRNG214,190 shares · 2.2% of their software$4.2M—
- InterDigital, Inc.IDCC65,390 shares · 1.9% of their software$3.6M—
- MorningstarMORN41,080 shares · 1.8% of their software$3.4M—
- Calix, Inc.CALX337,813 shares · 1.2% of their software$2.3M—
- GoDaddyGDDY71,312 shares · 1.2% of their software$2.2M—
- Upbound Group, Inc.UPBD96,400 shares · 0.6% of their software$1.2M—
- TeradataTDC46,180 shares · 0.6% of their software$1.2M—
- A10 Networks, Inc.ATEN163,900 shares · 0.6% of their software$1.1M—
- FortinetFTNT30,510 shares · 0.5% of their software$964K—
- Palo Alto NetworksPANW7,794 shares · 0.5% of their software$956K—
- Block, Inc.XYZ68,700 shares · 0.3% of their software$622K—
- ePlus inc.PLUS6,700 shares · 0.3% of their software$548K—
- Ooma, Inc.OOMA61,800 shares · 0.3% of their software$506K—
- WorkivaWK31,259 shares · 0.2% of their software$427K—
- Rapid7RPD32,200 shares · 0.2% of their software$405K—
- VaronisVRNS12,070 shares · 0.2% of their software$290K—
- Roper Technologies, Inc.ROP1,430 shares · 0.1% of their software$244K—
- PAR Technology CorporationPAR36,892 shares · 0.1% of their software$177K—
- Digital TurbineAPPS105,172 shares · 0.1% of their software$113K—
- Mitek Systems, Inc.MITK10,700 shares · 0.0% of their software$76K—