JACOBS LEVY EQUITY MANAGEMENT, INC
Position in JEF — Jefferies Financial Group Inc.
CIK 884414
FLORHAM PARK, NJ
Position in JEF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,493,401
-$32,795,761 QoQ
Shares Held
189,944
-81.5% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#83
of 581 holders
Holding Since
Jun 2021
6 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $771,969,752 across 11 Capital Markets names. JEF ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
3,399,433 | $295,886,648 | |
| 2 | SNEX |
StoneX Group Inc.
|
1,943,481 | $153,534,999 | |
| 3 | SF |
Stifel Financial Corp
|
1,589,213 | $110,879,391 | |
| 4 | EVR |
Evercore Inc.
|
217,208 | $74,163,499 | |
| 5 | SCHW |
Schwab Charles Corp
|
761,360 | $70,250,687 | |
| 6 | PIPR |
Piper Sandler Companies
|
451,724 | $32,677,714 | |
| 7 | GOLD |
Gold.com, Inc.
|
553,336 | $23,024,310 | |
| 8 | JEF |
Jefferies Financial Group Inc.
This page
|
189,944 | $9,493,401 |
All Filings in JEF
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,493,401 | 189,944 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $42,289,162 | 1,024,695 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $63,014,442 | 1,016,854 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,737,309 | 148,843 | Shares | Sole | 2025-11-17 | |
| 2022-03-31 | $507,960 | 15,463 | Shares | Sole | 2022-05-16 | |
| 2021-06-30 | $3,516,992 | 102,836 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||