Generalist · Florham Park, NJ
Jacobs Levy Equity Management
Q4 2024 · compared with Q3 2024
Filed as Jacobs Levy Equity Management, INC
- Software
- $3.5B
- Weight of 13F
- 12.4%
- Names
- 71
- Net bought
- −$122M
Filed 14 February 2025 · SEC filing.
926 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—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT2,326,692 shares · 28.0% of their software · price −$20.5M$981M+$82.4M
- Palo Alto NetworksPANW1,866,583 shares · 9.7% of their software · price −$298M$340M+$555M
- AtlassianTEAM1,107,484 shares · 7.7% of their software · price +$93.7M$270M−$11.9M
- VeriSign, Inc.VRSN1,097,129 shares · 6.5% of their software · price +$18.7M$227M+$76.7M
- NutanixNTNX3,086,513 shares · 5.4% of their software · price +$6.0M$189M+$16.0M
- DropboxDBX6,133,778 shares · 5.3% of their software · price +$28.3M$184M−$2.7M
- GuidewireGWRE863,090 shares · 4.2% of their software · price −$12.4M$145M+$18.1M
- Lyft, Inc.LYFT9,338,222 shares · 3.4% of their software · price +$1.4M$120M+$15.6M
- Automatic Data Processing, Inc.ADP289,865 shares · 2.4% of their software · price +$4.6M$84.9M−$105M
- TwilioTWLO723,896 shares · 2.2% of their software · price +$31.0M$78.2M−$9.3M
- ProcorePCOR1,012,736 shares · 2.2% of their software · price +$13.4M$75.9M−$19.6M
- UiPathPATH5,459,071 shares · 2.0% of their software$69.4M+$18.3M
- The Trade DeskTTD494,313 shares · 1.7% of their software · price +$3.9M$58.1M+$5.4M
- SentinelOneS2,600,980 shares · 1.6% of their software · price −$4.5M$57.7M−$2.3M
- DigitalOceanDOCN1,628,995 shares · 1.6% of their software · price −$10.3M$55.5M+$9.3M
- DuolingoDUOL171,090 shares · 1.6% of their software · price +$7.2M$55.5MFlat
- Zeta GlobalZETA2,837,251 shares · 1.5% of their software · price −$33.6M$51.0MNew · +$84.6M
- WorkdayWDAY180,421 shares · 1.3% of their software · price +$2.5M$46.6M−$94.6M
- CommvaultCVLT277,897 shares · 1.2% of their software · price −$817K$41.9M−$1.3M
- BoxBOX1,123,903 shares · 1.0% of their software · price −$1.3M$35.5M−$42.6M
- AdobeADBE66,105 shares · 0.8% of their software · price −$4.8M$29.4M−$26.6M
- NCR Atleos CorporationNATL856,179 shares · 0.8% of their software · price +$4.6M$29.0M−$4.4M
- Calix, Inc.CALX708,723 shares · 0.7% of their software · price −$2.8M$24.7M+$14.1M
- GoDaddyGDDY124,706 shares · 0.7% of their software · price +$5.1M$24.6M−$19.2M
- TeradataTDC686,193 shares · 0.6% of their software · price +$556K$21.4M−$3.2M
- Payoneer Global Inc.PAYO1,913,247 shares · 0.5% of their software · price +$4.8M$19.2M−$8.7M
- AlkamiALKT419,892 shares · 0.4% of their software · price +$2.2M$15.4M−$720K
- IntuitINTU23,315 shares · 0.4% of their software$14.7M−$208M
- Manhattan AssociatesMANH46,115 shares · 0.4% of their software · price −$514K$12.5M−$2.2M
- WorkivaWK105,455 shares · 0.3% of their software · price +$3.2M$11.5M−$9.7M
- PubMaticPUBM683,064 shares · 0.3% of their software$10.0MFlat
- Bandwidth Inc.BAND518,607 shares · 0.3% of their software$8.8M−$1.1M
- Xperi Inc.XPER822,243 shares · 0.2% of their software · price +$847K$8.4MFlat
- FortinetFTNT88,326 shares · 0.2% of their software · price +$1.5M$8.3M−$74.4M
- A10 Networks, Inc.ATEN378,806 shares · 0.2% of their software · price +$1.5M$7.0M−$10.3M
- Paysafe LimitedPSFE399,412 shares · 0.2% of their software · price −$2.1M$6.8M−$2.6M
- RingCentralRNG191,455 shares · 0.2% of their software · price +$647K$6.7MFlat
- International Money Express, Inc.IMXI299,356 shares · 0.2% of their software · price +$700K$6.2MFlat
- AsanaASAN287,353 shares · 0.2% of their software · price +$2.5M$5.8M+$2.5M
- FlywireFLYW278,013 shares · 0.2% of their software · price +$1.2M$5.7MNew · +$4.6M
- YextYEXT817,420 shares · 0.1% of their software$5.2M−$2.4M
- CrowdStrikeCRWD13,702 shares · 0.1% of their software · price +$845K$4.7M−$172M
- Commerce.com, Inc.CMRC761,641 shares · 0.1% of their software$4.7M−$1.9M
- SalesforceCRM13,341 shares · 0.1% of their software · price +$809K$4.5M−$39.9M
- Uber Technologies, Inc.UBER69,204 shares · 0.1% of their software · price −$1.0M$4.2M−$730K
- DomoDOMO529,406 shares · 0.1% of their software$3.7M—
- DoubleVerifyDV162,112 shares · 0.1% of their software$3.1M−$14.3M
- Telos CorporationTLS855,896 shares · 0.1% of their software$2.9MFlat
- Adeia Inc.ADEA190,860 shares · 0.1% of their software$2.7M−$1.4M
- VeriskVRSK9,276 shares · 0.1% of their software$2.6M−$2.2M
- MagniteMGNI138,659 shares · 0.1% of their software$2.2MFlat
- Rackspace Technology, Inc.RXT881,148 shares · 0.1% of their software$1.9MFlat
- Alarm.com Holdings, Inc.ALRM29,579 shares · 0.1% of their software$1.8MNew · +$1.6M
- Ribbon Communications Inc.RBBN426,932 shares · 0.1% of their software$1.8MFlat
- Ooma, Inc.OOMA122,528 shares · 0.0% of their software$1.7M−$651K
- SemrushSEMR138,883 shares · 0.0% of their software$1.6M—
- SprinklrCXM167,149 shares · 0.0% of their software$1.4MNew · +$1.3M
- N-ableNABL140,843 shares · 0.0% of their software · price −$524K$1.3MFlat
- PalantirPLTR16,583 shares · 0.0% of their software · price +$637K$1.3MFlat
- AmplitudeAMPL110,527 shares · 0.0% of their software$1.2M−$532K
- CS Disco, Inc.LAW219,221 shares · 0.0% of their software$1.1MFlat
- AppFolioAPPF3,956 shares · 0.0% of their software$976KFlat
- Thryv Holdings, Inc.THRY59,488 shares · 0.0% of their software$880K+$555K
- Life360, Inc.LIF20,064 shares · 0.0% of their software$828KNew · +$790K
- Fair IsaacFICO371 shares · 0.0% of their software$739KNew · +$721K
- Upbound Group, Inc.UPBD21,768 shares · 0.0% of their software$635KFlat
- PagSeguro Digital Ltd.PAGS69,549 shares · 0.0% of their software$435K−$1.5M
- AppLovinAPP1,277 shares · 0.0% of their software$414KNew · Flat
- Kaltura, Inc.KLTR174,777 shares · 0.0% of their software$385KFlat
- Smartbird, IncBIRD42,521 shares · 0.0% of their software$296KFlat
- DHI Group, Inc.DHX12,193 shares · 0.0% of their software$22KFlat