Generalist · Florham Park, NJ
Jacobs Levy Equity Management
Q1 2025 · compared with Q4 2024
Filed as Jacobs Levy Equity Management, INC
- Software
- $3.5B
- Weight of 13F
- 13.8%
- Names
- 82
- Net bought
- +$415M
Filed 15 May 2025 · SEC filing.
1,060 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
- MicrosoftMSFT2,571,195 shares · 27.8% of their software · price −$119M$965M+$103M
- VeriSign, Inc.VRSN1,157,422 shares · 8.5% of their software · price +$54.3M$294M+$12.5M
- Palo Alto NetworksPANW1,715,211 shares · 8.4% of their software · price −$19.4M$293M−$27.5M
- AdobeADBE728,249 shares · 8.0% of their software · price −$44.5M$279M+$294M
- Automatic Data Processing, Inc.ADP608,997 shares · 5.4% of their software · price +$7.8M$186M+$93.4M
- DropboxDBX5,718,967 shares · 4.4% of their software · price −$19.0M$153M−$12.5M
- NutanixNTNX1,817,926 shares · 3.7% of their software · price +$15.7M$127M−$77.6M
- AtlassianTEAM591,804 shares · 3.6% of their software · price −$18.4M$126M−$126M
- SalesforceCRM441,684 shares · 3.4% of their software · price −$29.1M$119M+$143M
- Manhattan AssociatesMANH606,038 shares · 3.0% of their software · price −$58.9M$105M+$151M
- The Trade DeskTTD1,756,805 shares · 2.8% of their software · price −$110M$96.1M+$148M
- Lyft, Inc.LYFT7,012,673 shares · 2.4% of their software · price −$7.2M$83.2M−$30.0M
- PegasystemsPEGA981,433 shares · 2.0% of their software · price −$23.2M$68.2MNew · +$91.5M
- UiPathPATH5,153,603 shares · 1.5% of their software · price −$12.4M$53.1M−$3.9M
- DigitalOceanDOCN1,575,749 shares · 1.5% of their software · price −$1.1M$52.6M−$1.8M
- Paychex, Inc.PAYX332,180 shares · 1.5% of their software · price +$4.7M$51.2MNew · +$46.6M
- AppFolioAPPF172,972 shares · 1.1% of their software · price −$4.6M$38.0M+$41.7M
- Roper Technologies, Inc.ROP57,648 shares · 1.0% of their software · price +$4.0M$34.0MNew · +$30.0M
- RingCentralRNG870,666 shares · 0.6% of their software · price −$8.9M$21.6M+$23.8M
- DuolingoDUOL66,522 shares · 0.6% of their software · price −$911K$20.7M−$33.9M
- Calix, Inc.CALX552,602 shares · 0.6% of their software$19.6M−$5.4M
- TeradataTDC842,858 shares · 0.5% of their software · price −$7.3M$18.9M+$4.9M
- NCR Atleos CorporationNATL646,456 shares · 0.5% of their software · price −$4.9M$17.1M−$7.1M
- GuidewireGWRE84,752 shares · 0.5% of their software · price +$1.6M$15.9M−$131M
- WaystarWAY423,911 shares · 0.5% of their software$15.8MNew · +$15.6M
- Payoneer Global Inc.PAYO1,860,905 shares · 0.4% of their software · price −$5.1M$13.6M−$526K
- Zeta GlobalZETA888,433 shares · 0.3% of their software · price −$3.9M$12.0M−$35.1M
- Rapid7RPD445,520 shares · 0.3% of their software · price −$6.1M$11.8MNew · +$17.9M
- InterDigital, Inc.IDCC56,326 shares · 0.3% of their software · price +$734K$11.6MNew · +$10.9M
- AlkamiALKT402,288 shares · 0.3% of their software · price −$4.2M$10.6M−$646K
- Alarm.com Holdings, Inc.ALRM189,153 shares · 0.3% of their software · price −$974K$10.5M+$9.7M
- FortinetFTNT104,685 shares · 0.3% of their software$10.1M+$1.5M
- GoDaddyGDDY54,514 shares · 0.3% of their software · price −$939K$9.8M−$13.9M
- AsanaASAN623,994 shares · 0.3% of their software · price −$3.6M$9.1M+$6.8M
- A10 Networks, Inc.ATEN482,366 shares · 0.2% of their software · price −$994K$7.9M+$1.9M
- WorkivaWK102,133 shares · 0.2% of their software · price −$3.4M$7.8MFlat
- AppianAPPN248,730 shares · 0.2% of their software · price −$1.0M$7.2MNew · +$8.2M
- Bandwidth Inc.BAND508,556 shares · 0.2% of their software · price −$2.0M$6.7MFlat
- Paysafe LimitedPSFE406,793 shares · 0.2% of their software · price −$574K$6.4MFlat
- BlackbaudBLKB99,178 shares · 0.2% of their software · price −$1.2M$6.2MNew · +$7.3M
- PubMaticPUBM662,298 shares · 0.2% of their software · price −$3.7M$6.1MFlat
- CommvaultCVLT37,821 shares · 0.2% of their software$6.0M−$36.2M
- PalantirPLTR64,681 shares · 0.2% of their software · price +$567K$5.5M+$3.6M
- Life360, Inc.LIF139,817 shares · 0.2% of their software$5.4M+$4.9M
- Xperi Inc.XPER678,560 shares · 0.2% of their software · price −$1.7M$5.2M−$1.5M
- Commerce.com, Inc.CMRC722,590 shares · 0.1% of their software$4.2MFlat
- ZscalerZS16,286 shares · 0.1% of their software$3.2MNew · +$2.9M
- YextYEXT507,174 shares · 0.1% of their software$3.1M−$2.0M
- Priority Technology Holdings, Inc.PRTH412,151 shares · 0.1% of their software · price −$2.0M$2.8MNew · +$4.8M
- SentinelOneS141,170 shares · 0.1% of their software · price −$568K$2.6M−$54.6M
- TwilioTWLO25,908 shares · 0.1% of their software$2.5M−$75.4M
- Rackspace Technology, Inc.RXT1,255,023 shares · 0.1% of their software · price −$653K$2.1M+$826K
- DomoDOMO243,065 shares · 0.1% of their software$1.9M—
- ZoomZM25,319 shares · 0.1% of their software$1.9MNew · +$2.1M
- Telos CorporationTLS743,183 shares · 0.1% of their software · price −$773K$1.8MFlat
- International Money Express, Inc.IMXI140,152 shares · 0.1% of their software · price −$1.2M$1.8M−$3.3M
- Amdocs LimitedDOX18,632 shares · 0.0% of their software$1.7MNew · +$1.6M
- AudioEye, Inc.AEYE149,910 shares · 0.0% of their software · price −$616K$1.7MNew · +$2.3M
- Ribbon Communications Inc.RBBN415,268 shares · 0.0% of their software$1.6MFlat
- VeriskVRSK4,853 shares · 0.0% of their software$1.4M−$1.2M
- Upbound Group, Inc.UPBD54,301 shares · 0.0% of their software$1.3M+$949K
- BILLBILL26,310 shares · 0.0% of their software · price −$1.0M$1.2MNew · +$2.2M
- SemrushSEMR127,178 shares · 0.0% of their software$1.2M—
- AmplitudeAMPL106,560 shares · 0.0% of their software$1.1MFlat
- Viant Technology Inc.DSP79,142 shares · 0.0% of their software · price −$521K$982KNew · +$1.5M
- N-ableNABL134,457 shares · 0.0% of their software$953KFlat
- CS Disco, Inc.LAW217,461 shares · 0.0% of their software$889KFlat
- 8x8EGHT431,674 shares · 0.0% of their software$863KNew
- BoxBOX24,986 shares · 0.0% of their software$771K−$34.7M
- DatadogDDOG7,446 shares · 0.0% of their software$739KNew · +$1.1M
- Thryv Holdings, Inc.THRY57,330 shares · 0.0% of their software$734KFlat
- PaycomPAYC3,157 shares · 0.0% of their software$690KNew · +$647K
- Corpay, Inc.CPAY1,426 shares · 0.0% of their software$497KNew · Flat
- Ooma, Inc.OOMA30,808 shares · 0.0% of their software$403K−$1.3M
- CrowdStrikeCRWD1,070 shares · 0.0% of their software$377K−$4.3M
- Silvaco Group, Inc.SVCO78,363 shares · 0.0% of their software$357KNew · +$633K
- AppLovinAPP1,147 shares · 0.0% of their software$304KFlat
- Rimini Street, Inc.RMNI77,985 shares · 0.0% of their software$271KNew · Flat
- Kaltura, Inc.KLTR123,893 shares · 0.0% of their software$233KFlat
- MagniteMGNI19,634 shares · 0.0% of their software$224K−$1.9M
- LiveRamp Holdings, Inc.RAMP8,127 shares · 0.0% of their software$212KNew · Flat
- SmartRent, Inc.SMRT56,707 shares · 0.0% of their software$69KNew · Flat