Generalist · Florham Park, NJ
Jacobs Levy Equity Management
Q4 2025 · compared with Q3 2025
Filed as Jacobs Levy Equity Management, INC
- Software
- $3.8B
- Weight of 13F
- 14.6%
- Names
- 90
- Net bought
- +$2.1B
Filed 13 February 2026 · SEC filing.
917 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
- MicrosoftMSFT1,824,986 shares · 23.3% of their software · price −$62.7M$883M−$74.3M
- ServiceNowNOW2,114,360 shares · 8.6% of their software · price −$1.6B$324MNew · +$1.9B
- AdobeADBE832,144 shares · 7.7% of their software · price −$2.3M$291M−$17.5M
- VeriSign, Inc.VRSN971,965 shares · 6.2% of their software · price −$35.6M$236M+$38.6M
- FortinetFTNT2,917,952 shares · 6.1% of their software · price −$13.6M$232M+$69.7M
- Manhattan AssociatesMANH865,672 shares · 4.0% of their software · price −$27.4M$150MFlat
- DropboxDBX5,098,317 shares · 3.7% of their software · price −$12.3M$142MFlat
- AtlassianTEAM689,242 shares · 3.0% of their software · price +$1.7M$112M+$16.8M
- NutanixNTNX2,111,566 shares · 2.9% of their software · price −$47.9M$109M+$16.9M
- The Trade DeskTTD2,663,129 shares · 2.7% of their software · price −$29.4M$101M+$61.1M
- Automatic Data Processing, Inc.ADP373,871 shares · 2.5% of their software · price −$13.6M$96.2M−$66.0M
- Lyft, Inc.LYFT4,931,621 shares · 2.5% of their software · price −$13.0M$95.5MFlat
- PegasystemsPEGA1,524,348 shares · 2.4% of their software · price +$3.4M$91.0M−$45.7M
- DigitalOceanDOCN1,603,125 shares · 2.0% of their software · price +$22.4M$77.1M−$1.6M
- ZscalerZS301,109 shares · 1.8% of their software · price −$22.5M$67.7M+$65.3M
- Clear Secure, Inc.YOU1,589,583 shares · 1.5% of their software · price +$2.7M$55.8M+$4.2M
- ZoomZM561,751 shares · 1.3% of their software · price +$2.1M$48.5M+$24.1M
- VaronisVRNS1,471,418 shares · 1.3% of their software · price −$36.3M$48.3MNew · +$84.6M
- AppFolioAPPF186,393 shares · 1.1% of their software · price −$8.0M$43.4M+$20.6M
- InterDigital, Inc.IDCC129,618 shares · 1.1% of their software · price −$3.5M$41.3M+$25.4M
- SynopsysSNPS84,813 shares · 1.1% of their software · price −$2.0M$39.8M+$41.3M
- PalantirPLTR176,987 shares · 0.8% of their software · price −$827K$31.5M+$25.9M
- SalesforceCRM117,869 shares · 0.8% of their software · price +$3.3M$31.2M−$128M
- RingCentralRNG1,014,806 shares · 0.8% of their software · price +$548K$29.3M−$7.0M
- TeradataTDC864,444 shares · 0.7% of their software · price +$7.7M$26.3M−$6.7M
- NetApp, Inc.NTAP244,481 shares · 0.7% of their software · price −$2.8M$26.2M−$46.4M
- DocuSignDOCU349,716 shares · 0.6% of their software · price −$1.3M$23.9MNew · +$25.2M
- Calix, Inc.CALX425,598 shares · 0.6% of their software · price −$3.6M$22.5M−$3.4M
- AppianAPPN621,381 shares · 0.6% of their software · price +$3.0M$22.0M−$2.0M
- AsanaASAN1,546,638 shares · 0.6% of their software · price +$541K$21.2M−$3.3M
- Rapid7RPD1,195,228 shares · 0.5% of their software · price −$4.2M$18.2M+$957K
- PagSeguro Digital Ltd.PAGS1,774,312 shares · 0.5% of their software · price −$639K$17.1M−$3.8M
- SentinelOneS1,031,589 shares · 0.4% of their software · price −$2.7M$15.5M+$17.9M
- PhreesiaPHR899,098 shares · 0.4% of their software · price −$5.9M$15.2MNew · +$21.1M
- Grindr Inc.GRND1,070,870 shares · 0.4% of their software · price −$1.6M$14.5M−$4.7M
- Core Scientific, Inc.CORZ830,392 shares · 0.3% of their software · price −$2.8M$12.1MNew · +$14.9M
- CrowdStrikeCRWD24,218 shares · 0.3% of their software · price −$524K$11.4M+$11.2M
- BrazeBRZE304,243 shares · 0.3% of their software · price +$1.8M$10.4MFlat
- PagerDutyPD755,913 shares · 0.3% of their software · price −$2.6M$9.9MNew · +$12.5M
- WorkdayWDAY43,939 shares · 0.2% of their software · price −$1.1M$9.4M+$1.6M
- FlywireFLYW604,545 shares · 0.2% of their software$8.6MNew · +$8.2M
- OneSpan Inc.OSPN649,202 shares · 0.2% of their software · price −$2.0M$8.3M+$5.1M
- PubMaticPUBM929,249 shares · 0.2% of their software · price +$548K$8.2M+$642K
- Payoneer Global Inc.PAYO1,447,749 shares · 0.2% of their software · price −$623K$8.1MFlat
- Alarm.com Holdings, Inc.ALRM147,879 shares · 0.2% of their software$7.5MFlat
- Bandwidth Inc.BAND369,790 shares · 0.2% of their software$5.7MFlat
- AvePointAVPT392,829 shares · 0.1% of their software$5.5M+$3.0M
- Fiserv, Inc.FISV75,047 shares · 0.1% of their software · price −$4.6M$5.0M−$7.2M
- DomoDOMO576,897 shares · 0.1% of their software$4.9M—
- Xperi Inc.XPER750,148 shares · 0.1% of their software$4.4M+$1.8M
- Ibotta, Inc.IBTA189,954 shares · 0.1% of their software · price −$973K$4.3M+$3.7M
- Paysafe LimitedPSFE500,495 shares · 0.1% of their software · price −$2.4M$4.0MFlat
- N-ableNABL503,251 shares · 0.1% of their software$3.8MFlat
- DoximityDOCS83,733 shares · 0.1% of their software · price −$2.4M$3.7MFlat
- VeriskVRSK16,273 shares · 0.1% of their software$3.6M−$2.6M
- VTEXVTEX963,517 shares · 0.1% of their software · price −$597K$3.6MFlat
- SmartRent, Inc.SMRT1,720,704 shares · 0.1% of their software · price +$1.0M$3.5M−$620K
- C3.aiAI237,162 shares · 0.1% of their software · price −$915K$3.2MNew · +$4.1M
- DuolingoDUOL16,533 shares · 0.1% of their software · price −$2.4M$2.9M−$818K
- WaystarWAY82,792 shares · 0.1% of their software$2.7M−$2.9M
- Ribbon Communications Inc.RBBN890,168 shares · 0.1% of their software · price −$819K$2.6M+$1.6M
- OktaOKTA24,736 shares · 0.1% of their software$2.1MNew · +$2.3M
- Life360, Inc.LIF32,441 shares · 0.1% of their software · price −$1.4M$2.1MFlat
- eGain CorporationEGAN185,340 shares · 0.1% of their software$1.9MNew · +$1.6M
- Ooma, Inc.OOMA151,207 shares · 0.0% of their software$1.8MNew · +$1.8M
- BILLBILL31,815 shares · 0.0% of their software$1.7MNew · +$1.7M
- CloudflareNET8,677 shares · 0.0% of their software$1.7M−$6.2M
- Paysign, Inc.PAYS313,529 shares · 0.0% of their software$1.6MFlat
- Telos CorporationTLS269,675 shares · 0.0% of their software$1.4M−$781K
- AudioEye, Inc.AEYE136,034 shares · 0.0% of their software · price −$526K$1.4MFlat
- CS Disco, Inc.LAW163,789 shares · 0.0% of their software$1.3MFlat
- Amdocs LimitedDOX15,552 shares · 0.0% of their software$1.3MFlat
- Commerce.com, Inc.CMRC287,092 shares · 0.0% of their software$1.2M−$1.9M
- Rimini Street, Inc.RMNI298,678 shares · 0.0% of their software$1.2MFlat
- Priority Technology Holdings, Inc.PRTH160,388 shares · 0.0% of their software$874KFlat
- 8x8EGHT423,013 shares · 0.0% of their software$833K—
- BroadridgeBR3,246 shares · 0.0% of their software$724K−$14.4M
- GoDaddyGDDY5,498 shares · 0.0% of their software$682K−$7.3M
- AmplitudeAMPL58,073 shares · 0.0% of their software$672KFlat
- Rackspace Technology, Inc.RXT680,435 shares · 0.0% of their software$661KFlat
- Definitive HealthcareDH195,118 shares · 0.0% of their software$560KNew · +$792K
- HubSpotHUBS1,304 shares · 0.0% of their software$523KFlat
- Veritone, Inc.VERI109,005 shares · 0.0% of their software$507KNew · +$525K
- Corpay, Inc.CPAY1,611 shares · 0.0% of their software$485KFlat
- Paychex, Inc.PAYX4,224 shares · 0.0% of their software$474KFlat
- UiPathPATH26,813 shares · 0.0% of their software$439K−$46.0M
- Kaltura, Inc.KLTR216,595 shares · 0.0% of their software$355KFlat
- Blend Labs, Inc.BLND88,741 shares · 0.0% of their software$270KNew · Flat
- MNTN, Inc.MNTN14,322 shares · 0.0% of their software$171KFlat
- Expensify, Inc.EXFY15,633 shares · 0.0% of their software$24KNew · Flat