Position in OSPN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,348,955
+$2,215,897 QoQ
Shares Held
790,868
-8.8% QoQ
Ownership
2.15%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#13
of 194 holders
Holding Since
Dec 2020
16 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in OSPN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $2,464,904,588 across 33 Software - Infrastructure names. OSPN ranks #15 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,737,693 | $648,194,242 | |
| 2 | FTNT |
Fortinet, Inc.
|
2,564,536 | $393,964,020 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
1,928,504 | $367,929,635 | |
| 4 | VRSN |
Verisign Inc/Ca
|
921,158 | $231,726,506 | |
| 5 | SNPS |
Synopsys Inc
|
448,092 | $199,880,398 | |
| 6 | VRNS |
Varonis Systems Inc
|
3,331,623 | $139,794,901 | |
| 7 | DBX |
Dropbox, Inc.
|
4,356,717 | $119,679,015 | |
| 8 | NTNX |
Nutanix, Inc.
|
1,962,593 | $100,013,739 |
All Filings in OSPN
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,348,955 | 790,868 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,133,058 | 867,337 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,335,753 | 649,202 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,231,019 | 329,202 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $198,060 | 11,867 | Shares | Sole | 2025-08-14 | |
| 2023-06-30 | $553,294 | 37,284 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,080,962 | 176,055 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,262,886 | 380,955 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,370,281 | 391,438 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $5,292,822 | 444,775 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,280,997 | 296,468 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,812,318 | 284,248 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,198,770 | 330,073 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,806,983 | 344,831 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $7,891,793 | 322,114 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,353,760 | 210,530 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||