JACOBS LEVY EQUITY MANAGEMENT, INC
Position in PWP — Perella Weinberg Partners
CIK 884414
FLORHAM PARK, NJ
Position in PWP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,207,929
+$104,561 QoQ
Shares Held
121,582
0.0% QoQ
Ownership
0.129%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in PWP 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.
| # | 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.
|
189,944 | $9,493,401 |
All Filings in PWP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,207,929 | 121,582 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,103,368 | 121,582 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,174,839 | 195,818 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $7,767,106 | 399,954 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,686,140 | 417,725 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,797,686 | 578,762 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,020,583 | 570,719 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,370,055 | 207,388 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,006,626 | 354,326 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,575,452 | 292,351 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,984,083 | 293,132 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $2,275,697 | 273,193 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,812,027 | 309,014 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,154,755 | 219,873 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,047,425 | 165,470 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||