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Equibles

JACOBS LEVY EQUITY MANAGEMENT, INC

Position in TLS — Telos Corp

CIK 884414 FLORHAM PARK, NJ
Back to TLS Full portfolio

Position in TLS

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$2,282,612
+$798,447 QoQ
Shares Held
496,220
+40.1% QoQ
Ownership
0.664%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#23
of 159 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority Sole 87% Shared 0% None 13%

Common Shares in TLS Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

JACOBS LEVY EQUITY MANAGEMENT, INC holds $2,464,904,588 across 33 Software - Infrastructure names. TLS ranks #22 (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 TLS

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,282,612 496,220
2026-03-31 $1,484,165 354,216
2025-12-31 $1,375,342 269,675
2025-09-30 $2,625,198 383,801
2025-06-30 $2,314,470 730,117
2025-03-31 $1,768,775 743,183
2024-12-31 $2,927,164 855,896
2024-09-30 $3,015,079 839,855
2024-06-30 $2,628,259 653,796
2024-03-31 $2,909,745 699,458
2023-12-31 $2,473,349 677,630
2023-09-30 $1,909,442 798,930
2023-06-30 $2,078,968 812,097
2023-03-31 $2,387,487 943,671
2022-12-31 $2,661,082 522,806
2022-09-30 $3,099,027 348,597