Position in S
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$26,010,360
-$854,280 QoQ
Shares Held
1,532,726
-26.5% QoQ
Ownership
0.447%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#42
of 484 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in S 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. S ranks #11 (1.1% 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 S
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,010,360 | 1,532,726 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $26,864,640 | 2,085,764 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,473,835 | 1,031,589 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $220,301 | 12,510 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $186,748 | 10,216 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,566,470 | 141,170 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $57,741,756 | 2,600,980 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $64,545,464 | 2,698,389 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $65,674,652 | 3,119,936 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $27,367,781 | 1,174,079 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $27,476,385 | 1,001,326 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $995,110 | 59,022 | Shares | Sole | 2023-11-17 | |
| No filing history on record for this holder in this stock. | ||||||