Generalist · Florham Park, NJ
Jacobs Levy Equity Management
Q1 2026 · compared with Q4 2025
Filed as Jacobs Levy Equity Management, INC
- Software
- $3.1B
- Weight of 13F
- 12.9%
- Names
- 91
- Net bought
- +$212M
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
- MicrosoftMSFT1,616,923 shares · 19.4% of their software · price −$183M$599M−$101M
- ServiceNowNOW2,753,854 shares · 9.4% of their software · price −$134M$288M+$98.0M
- FortinetFTNT3,052,283 shares · 8.1% of their software · price +$7.1M$249M+$10.7M
- VeriSign, Inc.VRSN919,657 shares · 7.4% of their software · price +$5.0M$228M−$12.7M
- AdobeADBE807,650 shares · 6.4% of their software · price −$86.3M$196M−$8.6M
- Manhattan AssociatesMANH847,568 shares · 3.7% of their software · price −$34.1M$113M−$3.1M
- DropboxDBX4,803,221 shares · 3.5% of their software · price −$24.4M$109M−$8.2M
- DocuSignDOCU1,947,712 shares · 3.0% of their software · price −$40.9M$92.3M+$109M
- NutanixNTNX2,079,787 shares · 2.6% of their software · price −$28.5M$79.1M−$1.6M
- DigitalOceanDOCN913,960 shares · 2.5% of their software · price +$34.4M$78.4M−$33.2M
- SynopsysSNPS181,330 shares · 2.3% of their software · price −$13.3M$71.9M+$45.3M
- The Trade DeskTTD3,132,743 shares · 2.3% of their software · price −$47.8M$71.1M+$17.8M
- AtlassianTEAM975,524 shares · 2.2% of their software · price −$91.6M$66.6M+$46.4M
- PegasystemsPEGA1,478,875 shares · 2.0% of their software · price −$25.4M$62.9M−$2.7M
- AppFolioAPPF367,128 shares · 1.9% of their software · price −$27.5M$57.9M+$42.0M
- Clear Secure, Inc.YOU1,157,359 shares · 1.8% of their software · price +$15.4M$56.0M−$15.2M
- VaronisVRNS2,582,147 shares · 1.8% of their software · price −$29.3M$55.4M+$36.4M
- WorkdayWDAY353,913 shares · 1.5% of their software · price −$30.0M$46.0M+$66.6M
- ZoomZM536,203 shares · 1.4% of their software · price −$3.2M$43.1M−$2.2M
- ZscalerZS296,554 shares · 1.4% of their software · price −$25.1M$41.6M−$1.0M
- SalesforceCRM189,523 shares · 1.1% of their software · price −$14.8M$35.4M+$19.0M
- CrowdStrikeCRWD86,663 shares · 1.1% of their software · price −$6.8M$33.8M+$29.3M
- InterDigital, Inc.IDCC110,313 shares · 1.1% of their software · price −$1.8M$33.3M−$6.1M
- TenableTENB1,841,995 shares · 1.0% of their software · price −$12.2M$31.2MNew · +$43.3M
- RingCentralRNG723,944 shares · 0.9% of their software · price +$6.0M$26.9M−$8.4M
- SentinelOneS2,085,764 shares · 0.9% of their software · price −$4.4M$26.9M+$15.8M
- CommvaultCVLT281,183 shares · 0.7% of their software · price −$13.3M$21.9MNew · +$35.2M
- Automatic Data Processing, Inc.ADP94,049 shares · 0.6% of their software · price −$5.1M$19.1M−$72.0M
- PalantirPLTR120,620 shares · 0.6% of their software · price −$3.8M$17.6M−$10.0M
- PagSeguro Digital Ltd.PAGS1,614,544 shares · 0.5% of their software · price +$614K$16.2M−$1.5M
- AsanaASAN2,325,039 shares · 0.5% of their software · price −$17.0M$14.9M+$10.7M
- AppianAPPN603,430 shares · 0.5% of their software · price −$6.8M$14.5M−$636K
- AmplitudeAMPL1,731,437 shares · 0.4% of their software · price −$8.2M$11.8M+$19.4M
- Calix, Inc.CALX221,882 shares · 0.4% of their software · price −$874K$10.9M−$10.8M
- Grindr Inc.GRND759,445 shares · 0.3% of their software · price −$1.1M$9.2M−$4.2M
- OneSpan Inc.OSPN867,337 shares · 0.3% of their software · price −$2.0M$9.1M+$2.8M
- PhreesiaPHR1,075,760 shares · 0.3% of their software · price −$9.2M$9.0M+$3.0M
- Netskope, Inc.NTSK1,005,260 shares · 0.3% of their software · price −$9.1M$8.5MNew · +$17.6M
- PagerDutyPD1,336,220 shares · 0.3% of their software · price −$9.2M$8.3M+$7.6M
- TeradataTDC321,948 shares · 0.3% of their software · price −$1.5M$8.3M−$16.5M
- PubMaticPUBM932,213 shares · 0.2% of their software · price −$643K$7.6MFlat
- Lyft, Inc.LYFT542,613 shares · 0.2% of their software · price −$3.3M$7.2M−$85.0M
- Payoneer Global Inc.PAYO1,388,861 shares · 0.2% of their software · price −$1.1M$6.7MFlat
- Alarm.com Holdings, Inc.ALRM154,672 shares · 0.2% of their software · price −$1.2M$6.7MFlat
- Xperi Inc.XPER772,707 shares · 0.1% of their software$4.3MFlat
- N-ableNABL849,220 shares · 0.1% of their software · price −$2.4M$4.0M+$2.6M
- Roper Technologies, Inc.ROP10,894 shares · 0.1% of their software · price −$994K$3.9MNew · +$4.8M
- Rapid7RPD692,301 shares · 0.1% of their software · price −$6.7M$3.8M−$7.6M
- Fiserv, Inc.FISV66,114 shares · 0.1% of their software · price −$752K$3.7M−$600K
- Blend Labs, Inc.BLND2,165,366 shares · 0.1% of their software · price −$2.9M$3.7M+$6.3M
- Paysafe LimitedPSFE482,804 shares · 0.1% of their software · price −$618K$3.3MFlat
- Core Scientific, Inc.CORZ219,668 shares · 0.1% of their software$3.3M−$8.9M
- Bandwidth Inc.BAND180,619 shares · 0.1% of their software$3.2M−$2.9M
- DomoDOMO998,593 shares · 0.1% of their software$3.1M—
- VTEXVTEX726,517 shares · 0.1% of their software$2.9M−$891K
- SmartRent, Inc.SMRT1,772,299 shares · 0.1% of their software · price −$922K$2.7MFlat
- Ibotta, Inc.IBTA86,043 shares · 0.1% of their software · price +$623K$2.6M−$2.4M
- Commerce.com, Inc.CMRC962,583 shares · 0.1% of their software · price −$1.4M$2.6M+$2.8M
- eGain CorporationEGAN315,467 shares · 0.1% of their software · price −$757K$2.5M+$1.3M
- C3.aiAI281,844 shares · 0.1% of their software · price −$1.4M$2.4M+$602K
- Paysign, Inc.PAYS348,990 shares · 0.1% of their software$2.1MFlat
- CloudflareNET8,632 shares · 0.1% of their software$1.8MFlat
- AvePointAVPT186,445 shares · 0.1% of their software · price −$817K$1.8M−$2.9M
- Ooma, Inc.OOMA114,921 shares · 0.1% of their software$1.7MFlat
- CS Disco, Inc.LAW410,894 shares · 0.1% of their software · price −$1.6M$1.6M+$1.9M
- Telos CorporationTLS354,216 shares · 0.0% of their software$1.5MFlat
- Chime Financial, Inc.CHYM78,923 shares · 0.0% of their software · price −$508K$1.5MNew · +$2.0M
- Ribbon Communications Inc.RBBN685,310 shares · 0.0% of their software · price −$521K$1.5M−$590K
- Rimini Street, Inc.RMNI441,329 shares · 0.0% of their software$1.4M+$553K
- FlywireFLYW99,101 shares · 0.0% of their software$1.2M−$7.2M
- Amdocs LimitedDOX15,552 shares · 0.0% of their software$1.0MFlat
- Diebold Nixdorf, IncorporatedDBD13,098 shares · 0.0% of their software$988KNew · +$889K
- 8x8EGHT572,931 shares · 0.0% of their software$951KFlat
- NIQ Global Intelligence plcNIQ75,977 shares · 0.0% of their software$864KNew · +$1.3M
- ProcorePCOR13,850 shares · 0.0% of their software$789KNew · +$1.0M
- WorkivaWK12,523 shares · 0.0% of their software$747KNew · +$1.1M
- Thryv Holdings, Inc.THRY269,532 shares · 0.0% of their software · price −$892K$739KNew · +$1.6M
- BackblazeBLZE174,576 shares · 0.0% of their software$602KNew · +$814K
- Priority Technology Holdings, Inc.PRTH121,534 shares · 0.0% of their software$574KFlat
- UiPathPATH50,110 shares · 0.0% of their software$556KFlat
- BroadridgeBR3,246 shares · 0.0% of their software$527KFlat
- AudioEye, Inc.AEYE79,609 shares · 0.0% of their software$507K−$564K
- GuidewireGWRE3,225 shares · 0.0% of their software$482KNew · +$648K
- Corpay, Inc.CPAY1,426 shares · 0.0% of their software$415KFlat
- MNTN, Inc.MNTN42,224 shares · 0.0% of their software$372KFlat
- Definitive HealthcareDH299,473 shares · 0.0% of their software$368KFlat
- VeriskVRSK1,445 shares · 0.0% of their software$274K−$3.3M
- DoximityDOCS10,457 shares · 0.0% of their software$244K−$3.2M
- Kaltura, Inc.KLTR142,914 shares · 0.0% of their software$174KFlat
- Veritone, Inc.VERI52,581 shares · 0.0% of their software$104KFlat
- Expensify, Inc.EXFY47,816 shares · 0.0% of their software$42KFlat