Generalist · Florham Park, NJ
Jacobs Levy Equity Management
Q3 2025 · compared with Q2 2025
Filed as Jacobs Levy Equity Management, INC
- Software
- $3.7B
- Weight of 13F
- 14.6%
- Names
- 84
- Net bought
- +$53.5M
Filed 17 November 2025 · SEC filing.
953 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
- MicrosoftMSFT1,968,436 shares · 27.8% of their software · price +$40.4M$1.0B−$61.0M
- AdobeADBE881,804 shares · 8.5% of their software · price −$30.1M$311M+$20.6M
- VeriSign, Inc.VRSN833,961 shares · 6.4% of their software · price −$7.7M$233M−$23.7M
- Manhattan AssociatesMANH860,869 shares · 4.8% of their software · price +$6.5M$176MFlat
- Automatic Data Processing, Inc.ADP598,791 shares · 4.8% of their software · price −$8.9M$176M−$3.0M
- FortinetFTNT2,088,545 shares · 4.8% of their software · price −$45.2M$176M+$25.1M
- SalesforceCRM658,031 shares · 4.3% of their software · price −$23.5M$156M−$23.8M
- DropboxDBX5,095,485 shares · 4.2% of their software · price +$8.2M$154M+$2.0M
- NutanixNTNX1,883,870 shares · 3.8% of their software · price −$3.9M$140M+$32.3M
- PegasystemsPEGA2,318,723 shares · 3.6% of their software · price +$7.8M$133M−$13.3M
- Lyft, Inc.LYFT4,914,553 shares · 2.9% of their software · price +$30.7M$108M+$1.3M
- AtlassianTEAM584,264 shares · 2.5% of their software · price −$25.4M$93.3M+$13.5M
- NetApp, Inc.NTAP636,058 shares · 2.1% of their software · price +$7.6M$75.3M+$27.2M
- The Trade DeskTTD1,416,472 shares · 1.9% of their software · price −$32.6M$69.4M−$32.7M
- DigitalOceanDOCN1,648,952 shares · 1.5% of their software · price +$9.2M$56.3MFlat
- Clear Secure, Inc.YOU1,463,717 shares · 1.3% of their software · price +$8.2M$48.9M+$40.0M
- UiPathPATH3,464,495 shares · 1.3% of their software · price +$2.0M$46.4M−$3.2M
- RingCentralRNG1,261,955 shares · 1.0% of their software$35.8M−$11.4M
- AppFolioAPPF111,630 shares · 0.8% of their software · price +$5.1M$30.8M−$4.6M
- Calix, Inc.CALX480,306 shares · 0.8% of their software · price +$3.9M$29.5MFlat
- TeradataTDC1,176,471 shares · 0.7% of their software · price −$941K$25.3M−$3.7M
- ZscalerZS83,103 shares · 0.7% of their software · price −$1.2M$24.9M+$25.2M
- AsanaASAN1,794,103 shares · 0.7% of their software$24.0M+$3.6M
- ZoomZM269,121 shares · 0.6% of their software · price +$1.2M$22.2M+$18.9M
- PagSeguro Digital Ltd.PAGS2,156,848 shares · 0.6% of their software · price +$776K$21.6M+$20.4M
- Rapid7RPD1,144,175 shares · 0.6% of their software · price −$5.0M$21.5M+$2.8M
- AppianAPPN685,270 shares · 0.6% of their software$20.9M+$5.2M
- Grindr Inc.GRND1,381,211 shares · 0.6% of their software · price −$10.6M$20.7M+$24.0M
- InterDigital, Inc.IDCC56,137 shares · 0.5% of their software · price +$6.8M$19.4M+$6.1M
- Fiserv, Inc.FISV130,923 shares · 0.5% of their software · price −$5.7M$16.9MNew · +$22.6M
- BroadridgeBR63,908 shares · 0.4% of their software$15.2MNew · +$15.5M
- BrazeBRZE321,688 shares · 0.2% of their software$9.1MNew · +$9.0M
- WorkdayWDAY37,383 shares · 0.2% of their software$9.0MNew · +$9.0M
- Payoneer Global Inc.PAYO1,388,906 shares · 0.2% of their software · price −$1.1M$8.4M−$1.3M
- CloudflareNET37,790 shares · 0.2% of their software · price +$709K$8.1M+$6.5M
- Alarm.com Holdings, Inc.ALRM152,034 shares · 0.2% of their software · price −$531K$8.1MFlat
- GoDaddyGDDY58,601 shares · 0.2% of their software · price −$2.5M$8.0M+$2.3M
- PubMaticPUBM851,683 shares · 0.2% of their software · price −$3.5M$7.1MFlat
- VeriskVRSK26,736 shares · 0.2% of their software · price −$1.6M$6.7M+$1.6M
- Paysafe LimitedPSFE516,289 shares · 0.2% of their software$6.7MFlat
- Bandwidth Inc.BAND386,339 shares · 0.2% of their software$6.4M−$1.4M
- PalantirPLTR34,802 shares · 0.2% of their software · price +$1.6M$6.3M+$2.8M
- DoximityDOCS85,067 shares · 0.2% of their software · price +$1.0M$6.2MFlat
- DuolingoDUOL19,075 shares · 0.2% of their software · price −$1.7M$6.1M−$7.6M
- WaystarWAY158,298 shares · 0.2% of their software$6.0M−$5.1M
- OneSpan Inc.OSPN329,202 shares · 0.1% of their software$5.2M+$5.3M
- VTEXVTEX1,007,231 shares · 0.1% of their software · price −$2.2M$4.4MNew · +$6.6M
- N-ableNABL501,765 shares · 0.1% of their software$3.9MFlat
- Life360, Inc.LIF36,464 shares · 0.1% of their software · price +$1.5M$3.9M+$1.8M
- Commerce.com, Inc.CMRC670,020 shares · 0.1% of their software$3.3M−$644K
- NCR Atleos CorporationNATL77,578 shares · 0.1% of their software · price +$836K$3.0M−$13.6M
- SmartRent, Inc.SMRT2,160,066 shares · 0.1% of their software · price +$907K$3.0M+$1.5M
- Xperi Inc.XPER464,839 shares · 0.1% of their software · price −$665K$3.0M−$1.4M
- AvePointAVPT195,736 shares · 0.1% of their software · price −$842K$2.9MNew · +$3.8M
- Telos CorporationTLS383,801 shares · 0.1% of their software · price +$1.4M$2.6MSplit
- ePlus inc.PLUS34,012 shares · 0.1% of their software$2.4M+$2.2M
- AkamaiAKAM30,973 shares · 0.1% of their software$2.3MNew · +$2.5M
- DomoDOMO144,471 shares · 0.1% of their software$2.3M—
- SemrushSEMR287,647 shares · 0.1% of their software$2.0M—
- Ribbon Communications Inc.RBBN471,201 shares · 0.0% of their software$1.8MFlat
- Paysign, Inc.PAYS260,758 shares · 0.0% of their software$1.6MNew · +$1.9M
- Ibotta, Inc.IBTA56,368 shares · 0.0% of their software$1.6MNew · +$2.1M
- AudioEye, Inc.AEYE111,232 shares · 0.0% of their software$1.5MFlat
- CS Disco, Inc.LAW205,372 shares · 0.0% of their software$1.3MFlat
- A10 Networks, Inc.ATEN70,739 shares · 0.0% of their software$1.3M−$7.9M
- Rimini Street, Inc.RMNI269,706 shares · 0.0% of their software$1.3MFlat
- Amdocs LimitedDOX15,231 shares · 0.0% of their software$1.2MFlat
- BlackbaudBLKB15,604 shares · 0.0% of their software$1.0M−$4.5M
- Rackspace Technology, Inc.RXT703,976 shares · 0.0% of their software$993K−$711K
- Priority Technology Holdings, Inc.PRTH131,062 shares · 0.0% of their software$900K−$664K
- Aeva Technologies, Inc.AEVA59,076 shares · 0.0% of their software · price −$1.4M$857KNew · +$2.2M
- 8x8EGHT367,859 shares · 0.0% of their software$780K—
- CrowdStrikeCRWD1,462 shares · 0.0% of their software$717KFlat
- HubSpotHUBS1,377 shares · 0.0% of their software$644KNew · +$766K
- SynopsysSNPS1,061 shares · 0.0% of their software$523KNew · +$544K
- Paychex, Inc.PAYX3,860 shares · 0.0% of their software$489K−$42.0M
- Corpay, Inc.CPAY1,611 shares · 0.0% of their software$464KFlat
- AmplitudeAMPL38,162 shares · 0.0% of their software$409KFlat
- MNTN, Inc.MNTN21,280 shares · 0.0% of their software$395KNew · Flat
- GuidewireGWRE1,086 shares · 0.0% of their software$250K−$3.2M
- SentinelOneS12,510 shares · 0.0% of their software$220KFlat
- Mitek Systems, Inc.MITK15,578 shares · 0.0% of their software$152KFlat
- Kaltura, Inc.KLTR104,887 shares · 0.0% of their software$151KFlat
- DHI Group, Inc.DHX17,464 shares · 0.0% of their software$49KNew · Flat