Position in RPD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,643,625
+$5,829,047 QoQ
Shares Held
1,190,571
+72.0% QoQ
Ownership
1.77%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#15
of 236 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in RPD 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. RPD ranks #17 (0.4% 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 RPD
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,643,625 | 1,190,571 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,814,578 | 692,301 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,167,465 | 1,195,228 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $21,453,281 | 1,144,175 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $23,637,888 | 1,021,958 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,810,735 | 445,520 | Shares | Sole | 2025-05-15 | |
| 2023-06-30 | $325,336 | 7,185 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,021,910 | 22,259 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $509,292 | 14,988 | Shares | Sole | 2023-02-14 | |
| 2021-03-31 | $285,084 | 3,821 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,684,388 | 40,865 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,931,252 | 47,865 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,773,600 | 54,363 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $3,074,003 | 70,944 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||