Position in PSFE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,825,841
-$462,054 QoQ
Shares Held
378,292
-21.6% QoQ
Ownership
0.724%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#14
of 146 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in PSFE 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. PSFE ranks #20 (0.1% 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 PSFE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,825,841 | 378,292 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,287,895 | 482,804 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,049,004 | 500,495 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,670,453 | 516,289 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $6,390,036 | 506,342 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,382,582 | 406,793 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,829,945 | 399,412 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,598,351 | 517,091 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,525,948 | 538,798 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,780,659 | 302,765 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,783,040 | 217,595 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $258,156 | 21,531 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $5,014,911 | 497,018 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,133,977 | 413,085 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,647,840 | 406,612 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $843,164 | 610,989 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $6,775,598 | 3,474,666 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||