MondegarAI
JACOBS LEVY EQUITY MANAGEMENT, INC

Q4 2025 · 13F-HR

JACOBS LEVY EQUITY MANAGEMENT, INCholdings as filed

Filed 2026-02-13 · accession 0000884414-26-000001

$25.90B
Reported value
917
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · JACOBS LEVY EQUITY MANAGEMENT, INC · Q4 2025

AI · grounded in 13F

JACOBS LEVY EQUITY MANAGEMENT, INC established a new position in NOW valued at $323.9M. The fund also opened a new position in CVX for $130.8M and increased its holdings in GOOG by 29.5%. Conversely, the fund closed its entire position in F, resulting in a $131.6M reduction. Other notable sells included trimming shares of JBL by 98.1% and CRM by 82.1%.

Holdings as filed

First 500 of 917

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$1.63B6.28%8,720,464CommonSOLE
037833100AAPLAPPLE INC$1.29B4.99%4,756,835CommonSOLE
594918104MSFTMICROSOFT CORP$882.6M3.41%1,824,986CommonSOLE
02079K107GOOGALPHABET INC$786.4M3.04%2,505,961CommonSOLE
30303M102METAMETA PLATFORMS INC$479.8M1.85%726,906CommonSOLE
747525103QCOMQUALCOMM INC$387.1M1.49%2,262,898CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$382.5M1.48%71,426CommonSOLE
023135106AMZNAMAZON COM INC$332.4M1.28%1,440,133CommonSOLE
81762P102NOWSERVICENOW INC$323.9M1.25%2,114,360CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$309.5M1.20%4,813,320CommonSOLE
37045V100GMGENERAL MTRS CO$299.5M1.16%3,683,200CommonSOLE
512807306LRCXLAM RESEARCH CORP$299.0M1.15%1,746,893CommonSOLE
00724F101ADBEADOBE INC$291.2M1.12%832,144CommonSOLE
58155Q103MCKMCKESSON CORP$283.2M1.09%345,294CommonSOLE
040413205ANETARISTA NETWORKS INC$274.7M1.06%2,096,758CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$265.5M1.03%3,114,850CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$254.3M0.98%2,190,467CommonSOLE
199908104FIXCOMFORT SYS USA INC$250.0M0.97%267,873CommonSOLE
87612E106TGTTARGET CORP$248.0M0.96%2,536,667CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$245.6M0.95%2,692,327CommonSOLE
92343E102VRSNVERISIGN INC$236.1M0.91%971,965CommonSOLE
11135F101AVGOBROADCOM INC$232.3M0.90%671,051CommonSOLE
34959E109FTNTFORTINET INC$231.7M0.89%2,917,952CommonSOLE
45337C102INCYINCYTE CORP$225.6M0.87%2,284,317CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$219.8M0.85%454,354CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$204.5M0.79%264,991CommonSOLE
29084Q100EMEEMCOR GROUP INC$195.3M0.75%319,159CommonSOLE
G6683N103NUNU HLDGS LTD$194.7M0.75%11,633,614CommonSOLE
64110L106NFLXNETFLIX INC$189.1M0.73%2,017,282CommonSOLE
02005N100ALLYALLY FINL INC$184.0M0.71%4,062,394CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$183.2M0.71%2,389,839CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$176.0M0.68%639,561CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$165.9M0.64%571,894CommonSOLE
574599106MASMASCO CORP$164.5M0.64%2,592,448CommonSOLE
77543R102ROKUROKU INC$163.8M0.63%1,509,686CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$159.6M0.62%401,371CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$159.0M0.61%1,533,252CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$158.5M0.61%272,878CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$157.1M0.61%1,005,837CommonSOLE
718546104PSXPHILLIPS 66$156.6M0.60%1,213,635CommonSOLE
771049103RBLXROBLOX CORP$152.1M0.59%1,877,546CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$150.0M0.58%865,672CommonSOLE
22266T109CPNGCOUPANG INC$149.2M0.58%6,324,622CommonSOLE
91913Y100VLOVALERO ENERGY CORP$148.2M0.57%910,536CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$146.9M0.57%1,760,610CommonSOLE
26210C104DBXDROPBOX INC$141.7M0.55%5,098,317CommonSOLE
172967424CCITIGROUP INC$138.1M0.53%1,183,141CommonSOLE
228368106CCKCROWN HLDGS INC$135.5M0.52%1,315,544CommonSOLE
576323109MTZMASTEC INC$131.7M0.51%605,874CommonSOLE
166764100CVXCHEVRON CORP NEW$130.8M0.51%858,217CommonSOLE
053332102AZOAUTOZONE INC$129.2M0.50%38,099CommonSOLE
133131102CPTCAMDEN PPTY TR$124.7M0.48%1,133,184CommonSOLE
25754A201DPZDOMINOS PIZZA INC$122.6M0.47%294,049CommonSOLE
548661107LOWLOWES COS INC$121.5M0.47%503,623CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$118.9M0.46%2,068,783CommonSOLE
297178105ESSESSEX PPTY TR INC$114.1M0.44%436,013CommonSOLE
15135B101CNCCENTENE CORP DEL$113.2M0.44%2,750,326CommonSOLE
049468101TEAMATLASSIAN CORPORATION$111.8M0.43%689,242CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$110.3M0.43%2,668,996CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$110.0M0.42%1,259,381CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$109.4M0.42%1,333,697CommonSOLE
67059N108NTNXNUTANIX INC$109.1M0.42%2,111,566CommonSOLE
37959E102GLGLOBE LIFE INC$107.7M0.42%770,217CommonSOLE
969904101WSMWILLIAMS SONOMA INC$106.0M0.41%593,266CommonSOLE
201723103CMCCOMMERCIAL METALS CO$104.0M0.40%1,502,015CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$102.6M0.40%504,521CommonSOLE
565394103CARTMAPLEBEAR INC$102.6M0.40%2,281,452CommonSOLE
515098101LSTRLANDSTAR SYS INC$101.5M0.39%706,446CommonSOLE
733174700BPOPPOPULAR INC$101.5M0.39%814,908CommonSOLE
88339J105TTDTHE TRADE DESK INC$101.1M0.39%2,663,129CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$99.3M0.38%3,075,022CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$96.2M0.37%373,871CommonSOLE
55087P104LYFTLYFT INC$95.5M0.37%4,931,621CommonSOLE
902494103TSNTYSON FOODS INC$94.6M0.37%1,613,567CommonSOLE
88160R101TSLATESLA INC$93.8M0.36%208,623CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$92.8M0.36%272,780CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$91.6M0.35%160,384CommonSOLE
705573103PEGAPEGASYSTEMS INC$91.0M0.35%1,524,348CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$90.8M0.35%3,008,425CommonSOLE
521865204LEALEAR CORP$90.7M0.35%791,293CommonSOLE
384109104GGGGRACO INC$89.9M0.35%1,096,600CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$88.2M0.34%592,050CommonSOLE
086516101BBYBEST BUY INC$82.0M0.32%1,225,038CommonSOLE
04010E109AGXARGAN INC$81.4M0.31%259,872CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$80.8M0.31%415,644CommonSOLE
59156R108METMETLIFE INC$80.7M0.31%1,022,218CommonSOLE
G4253H101JHXJAMES HARDIE INDS PLC$77.5M0.30%3,736,368CommonSOLE
25402D102DOCNDIGITALOCEAN HLDGS INC$77.1M0.30%1,603,125CommonSOLE
018581108BFHBREAD FINANCIAL HOLDINGS INC$76.3M0.29%1,031,324CommonSOLE
G3223R108EGEVEREST GROUP LTD$75.5M0.29%222,499CommonSOLE
94419L101WWAYFAIR INC$69.7M0.27%693,905CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$69.0M0.27%397,800CommonSOLE
150870103CECELANESE CORP DEL$68.8M0.27%1,627,904CommonSOLE
98980G102ZSZSCALER INC$67.7M0.26%301,109CommonSOLE
74164F103PRIMPRIMORIS SVCS CORP$66.8M0.26%538,345CommonSOLE
783549108RRYDER SYS INC$65.9M0.25%344,562CommonSOLE
302941109FCNFTI CONSULTING INC$65.0M0.25%380,265CommonSOLE
744320102PRUPRUDENTIAL FINL INC$64.4M0.25%570,534CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$64.4M0.25%74,653CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$63.0M0.24%1,016,854CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$61.6M0.24%577,365CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$59.0M0.23%876,957CommonSOLE
83570H108SONOSONOS INC$57.6M0.22%3,281,869CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$56.5M0.22%99,166CommonSOLE
816300107SIGISELECTIVE INS GROUP INC$56.5M0.22%675,273CommonSOLE
770323103RHIROBERT HALF INC.$56.5M0.22%2,079,623CommonSOLE
546347105LPXLOUISIANA PAC CORP$56.2M0.22%696,267CommonSOLE
18467V109YOUCLEAR SECURE INC$55.8M0.22%1,589,583CommonSOLE
78709Y105SAIASAIA INC$55.6M0.21%170,166CommonSOLE
172755100CRUSCIRRUS LOGIC INC$55.3M0.21%466,766CommonSOLE
452327109ILMNILLUMINA INC$53.1M0.21%405,212CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$51.9M0.20%646,385CommonSOLE
942622200WSOWATSCO INC$51.4M0.20%152,445CommonSOLE
960413102WLKWESTLAKE CORPORATION$49.4M0.19%668,405CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$48.5M0.19%561,751CommonSOLE
922280102VRNSVARONIS SYS INC$48.3M0.19%1,471,418CommonSOLE
403949100DINOHF SINCLAIR CORP$47.6M0.18%1,034,020CommonSOLE
235825205DANDANA INC$46.8M0.18%1,968,552CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$46.6M0.18%863,210CommonSOLE
89531P105TREXTREX CO INC$46.5M0.18%1,326,379CommonSOLE
810186106SMGSCOTTS MIRACLE-GRO CO$45.8M0.18%785,541CommonSOLE
74967X103RHRH$44.1M0.17%246,355CommonSOLE
009066101ABNBAIRBNB INC$44.1M0.17%324,586CommonSOLE
03783C100APPFAPPFOLIO INC$43.4M0.17%186,393CommonSOLE
88025U109TXG10X GENOMICS INC$43.1M0.17%2,639,999CommonSOLE
739128106POWLPOWELL INDS INC$41.9M0.16%131,492CommonSOLE
45867G101IDCCINTERDIGITAL INC$41.3M0.16%129,618CommonSOLE
410867105THGHANOVER INS GROUP INC$41.1M0.16%225,126CommonSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$40.2M0.16%1,749,268CommonSOLE
871607107SNPSSYNOPSYS INC$39.8M0.15%84,813CommonSOLE
974250102WINAWINMARK CORP$39.0M0.15%96,314CommonSOLE
589400100MCYMERCURY GENL CORP NEW$38.4M0.15%408,116CommonSOLE
87422Q109TLNTALEN ENERGY CORP$37.8M0.15%100,928CommonSOLE
98978V103ZTSZOETIS INC$37.3M0.14%296,401CommonSOLE
501242101KLICKULICKE & SOFFA INDS INC$37.1M0.14%813,669CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$36.7M0.14%289,559CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$36.5M0.14%594,015CommonSOLE
189054109CLXCLOROX CO DEL$36.4M0.14%361,480CommonSOLE
03937C105ARCBARCBEST CORP$36.4M0.14%490,641CommonSOLE
875372203TNDMTANDEM DIABETES CARE INC$36.3M0.14%1,653,708CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$36.0M0.14%102,699CommonSOLE
24906P109XRAYDENTSPLY SIRONA INC$35.7M0.14%3,121,993CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$35.5M0.14%559,412CommonSOLE
832248207SFDSMITHFIELD FOODS INC$34.8M0.13%1,560,647CommonSOLE
12662P108CVICVR ENERGY INC$32.6M0.13%1,281,917CommonSOLE
83304A106SNAPSNAP INC$32.6M0.13%4,036,516CommonSOLE
48242W106KBRKBR INC$32.2M0.12%800,687CommonSOLE
896288107TNETTRINET GROUP INC$32.0M0.12%540,746CommonSOLE
06652K103BKUBANKUNITED INC$31.7M0.12%711,825CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$31.5M0.12%176,987CommonSOLE
447011107HUNHUNTSMAN CORP$31.3M0.12%3,134,488CommonSOLE
79466L302CRMSALESFORCE INC$31.2M0.12%117,869CommonSOLE
00206R102TAT&T INC$30.5M0.12%1,226,327CommonSOLE
831865209AOSSMITH A O CORP$30.4M0.12%454,100CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$30.0M0.12%209,337CommonSOLE
01748X102ALGTALLEGIANT TRAVEL CO$29.9M0.12%350,359CommonSOLE
759509102RSRELIANCE INC$29.8M0.11%103,090CommonSOLE
76680R206RNGRINGCENTRAL INC$29.3M0.11%1,014,806CommonSOLE
45778Q107NSPINSPERITY INC$29.0M0.11%748,002CommonSOLE
20030N101CMCSACOMCAST CORP NEW$28.7M0.11%960,317CommonSOLE
57142B104MQMARQETA INC$27.9M0.11%5,883,672CommonSOLE
91529Y106UNMUNUM GROUP$27.8M0.11%358,829CommonNONE
477143101JBLUJETBLUE AWYS CORP$27.8M0.11%6,110,230CommonSOLE
55405W104MYRGMYR GROUP INC DEL$27.7M0.11%126,886CommonSOLE
92840M102VSTVISTRA CORP$27.3M0.11%169,262CommonSOLE
87265H109T86TRI POINTE HOMES INC$27.3M0.11%866,162CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$27.1M0.10%740,604CommonSOLE
00508Y102AYIACUITY INC$27.0M0.10%75,033CommonSOLE
88224Q107TCBITEXAS CAP BANCSHARES INC$26.8M0.10%295,891CommonSOLE
88076W103TDCTERADATA CORP DEL$26.3M0.10%864,444CommonSOLE
318672706FBPFIRST BANCORP P R$26.3M0.10%1,267,461CommonSOLE
64110D104NTAPNETAPP INC$26.2M0.10%244,481CommonSOLE
981475106WKCWORLD KINECT CORPORATION$25.7M0.10%1,095,796CommonSOLE
532457108LLYELI LILLY & CO$25.5M0.10%23,750CommonSOLE
254067101DDSDILLARDS INC$25.3M0.10%41,710CommonSOLE
624756102MLIMUELLER INDS INC$24.9M0.10%217,100CommonSOLE
20464U100COMPCOMPASS INC$24.1M0.09%2,277,942CommonSOLE
40416E103HCIHCI GROUP INC$24.0M0.09%125,399CommonSOLE
53220K504LGNDLIGAND PHARMACEUTICALS INC$24.0M0.09%126,754CommonSOLE
256163106DOCUDOCUSIGN INC$23.9M0.09%349,716CommonSOLE
126117100CNACNA FINL CORP$23.7M0.09%495,604CommonSOLE
62944T105NVRNVR INC$23.1M0.09%3,170CommonSOLE
74319R101PRGPROG HOLDINGS INC$22.9M0.09%777,309CommonSOLE
034164103ANDEANDERSONS INC$22.7M0.09%427,175CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$22.7M0.09%58,253CommonSOLE
G037AX101AMBAAMBARELLA INC$22.6M0.09%318,429CommonSOLE
13100M509CALXCALIX INC$22.5M0.09%425,598CommonSOLE
432748101HTHHILLTOP HOLDINGS INC$22.4M0.09%658,745CommonSOLE
058498106BALLBALL CORP$22.2M0.09%418,607CommonSOLE
03969F109RCUSARCUS BIOSCIENCES INC$22.2M0.09%929,981CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$22.1M0.09%688,276CommonSOLE
03782L101APPNAPPIAN CORP$22.0M0.08%621,381CommonSOLE
680223104ORIOLD REP INTL CORP$21.9M0.08%479,641CommonSOLE
775711104ROLROLLINS INC$21.8M0.08%362,766CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$21.7M0.08%334,033CommonSOLE
601137102MRPMILLROSE PPTYS INC$21.4M0.08%717,808CommonSOLE
04342Y104ASANASANA INC$21.2M0.08%1,546,638CommonSOLE
58733R102MELIMERCADOLIBRE INC$21.1M0.08%10,482CommonSOLE
50127T109KURAKURA ONCOLOGY INC$21.0M0.08%2,022,333CommonSOLE
901109108TPCTUTOR PERINI CORP$20.9M0.08%312,307CommonSOLE
12621E103CNOCNO FINL GROUP INC$20.9M0.08%492,358CommonSOLE
171779309CIENCIENA CORP$20.8M0.08%88,927CommonSOLE
30161Q104EXELEXELIXIS INC$20.8M0.08%474,133CommonSOLE
488401100KMPRKEMPER CORP$20.7M0.08%511,341CommonSOLE
060505104BACBANK AMERICA CORP$20.6M0.08%374,896CommonSOLE
34379V103FLNCFLUENCE ENERGY INC$20.5M0.08%1,038,165CommonSOLE
047649108ATKRATKORE INC$20.5M0.08%323,719CommonSOLE
30260D103FIGSFIGS INC$20.3M0.08%1,785,376CommonSOLE
92846Q107COCOVITA COCO CO INC$19.8M0.08%373,467CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$19.8M0.08%61,302CommonSOLE
10948W103AAMIACADIAN ASSET MANAGEMENT INC$19.7M0.08%419,346CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$19.4M0.08%135,130CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$19.3M0.07%493,996CommonSOLE
05561Q201BOKFBOK FINL CORP$19.3M0.07%162,511CommonSOLE
465741106ITRIITRON INC$19.1M0.07%206,044CommonSOLE
857477103STTSTATE STR CORP$18.8M0.07%145,630CommonSOLE
26875P101EOGEOG RES INC$18.8M0.07%178,690CommonSOLE
231021106CMICUMMINS INC$18.6M0.07%36,425CommonSOLE
665859104NTRSNORTHERN TR CORP$18.6M0.07%136,074CommonSOLE
80689H102SNDRSCHNEIDER NATIONAL INC$18.4M0.07%694,646CommonSOLE
56418H100MANMANPOWERGROUP INC WIS$18.4M0.07%619,153CommonSOLE
05156V102AUPHAURINIA PHARMACEUTICALS INC$18.2M0.07%1,139,249CommonSOLE
753422104RPDRAPID7 INC$18.2M0.07%1,195,228CommonSOLE
00181T107GOLDGOLD COM INC$18.0M0.07%527,775CommonSOLE
14167L103CDNACAREDX INC$17.9M0.07%948,557CommonSOLE
23331A109DHID R HORTON INC$17.9M0.07%124,022CommonSOLE
149568107CVCOCAVCO INDS INC DEL$17.4M0.07%29,474CommonSOLE
630402105NSSCNAPCO SEC TECHNOLOGIES INC$17.3M0.07%414,990CommonSOLE
G68707101PAGSPAGSEGURO DIGITAL LTD$17.1M0.07%1,774,312CommonSOLE
33829M101FIVEFIVE BELOW INC$17.1M0.07%90,636CommonSOLE
292218104EIGEMPLOYERS HLDGS INC$16.8M0.06%388,769CommonSOLE
64111Q104NTGRNETGEAR INC$16.6M0.06%678,378CommonSOLE
69888T207PARRPAR PAC HOLDINGS INC$16.5M0.06%470,684CommonSOLE
393222104GPREGREEN PLAINS INC$16.5M0.06%1,686,251CommonSOLE
302491303FMCFMC CORP$16.5M0.06%1,188,452CommonSOLE
29430C102VSTSVESTIS CORPORATION$16.4M0.06%2,466,199CommonSOLE
52603B107TREELENDINGTREE INC NEW$16.4M0.06%308,114CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$16.3M0.06%284,350CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$16.1M0.06%192,141CommonSOLE
87161C501SYU1SYNOVUS FINL CORP$16.0M0.06%318,955CommonSOLE
929236107WDFCWD 40 CO$15.9M0.06%80,918CommonSOLE
G6674U108NVCRNOVOCURE LTD$15.8M0.06%1,223,755CommonSOLE
492327101KROSKEROS THERAPEUTICS INC$15.6M0.06%768,425CommonSOLE
826919102SLABSILICON LABORATORIES INC$15.6M0.06%119,420CommonSOLE
67103X102OFGOFG BANCORP$15.6M0.06%379,943CommonSOLE
81730H109SSENTINELONE INC$15.5M0.06%1,031,589CommonSOLE
919794107VLYVALLEY NATL BANCORP$15.4M0.06%1,314,369CommonSOLE
687793109OSCROSCAR HEALTH INC$15.2M0.06%1,060,424CommonSOLE
71944F106PHRPHREESIA INC$15.2M0.06%899,098CommonSOLE
984017103XHRXENIA HOTELS & RESORTS INC$15.1M0.06%1,069,932CommonSOLE
448947507IDTIDT CORP$15.0M0.06%292,599CommonSOLE
46187W107INVHINVITATION HOMES INC$15.0M0.06%538,746CommonNONE
031652100AMKRAMKOR TECHNOLOGY INC$14.7M0.06%373,356CommonSOLE
731068102PIIPOLARIS INC$14.6M0.06%231,206CommonSOLE
39854F101GRNDGRINDR INC$14.5M0.06%1,070,870CommonSOLE
G0772R208NTBBANK OF NT BUTTERFIELD&SON L$14.4M0.06%288,871CommonSOLE
131193104CALYTOPGOLF CALLAWAY BRANDS CORP$14.3M0.06%1,229,009CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$14.2M0.05%28,302CommonSOLE
989701107ZIONZIONS BANCORPORATION N A$14.0M0.05%238,833CommonSOLE
806037107SCSCSCANSOURCE INC$14.0M0.05%357,829CommonSOLE
62855J104MYGNMYRIAD GENETICS INC$14.0M0.05%2,270,378CommonSOLE
67080M103NRIXNURIX THERAPEUTICS INC$13.9M0.05%735,174CommonSOLE
513847103MZTIMARZETTI COMPANY$13.3M0.05%80,683CommonSOLE
782011100RSIRUSH STREET INTERACTIVE INC$12.8M0.05%661,125CommonSOLE
83545G102SAHSONIC AUTOMOTIVE INC$12.8M0.05%207,264CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$12.8M0.05%209,659CommonSOLE
05463X106AXGNAXOGEN INC$12.7M0.05%389,343CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$12.7M0.05%215,750CommonSOLE
141788109CARGCARGURUS INC$12.7M0.05%330,778CommonSOLE
G3398L118PLGOFIDELIS INSURANCE HOLDINGS L$12.5M0.05%638,442CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$12.5M0.05%153,162CommonSOLE
493732101KFRCKFORCE INC$12.4M0.05%402,086CommonSOLE
934550203WMGWARNER MUSIC GROUP CORP$12.4M0.05%404,830CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$12.1M0.05%182,305CommonSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$12.1M0.05%830,392CommonSOLE
91359V107UVEUNIVERSAL INS HLDGS INC$12.0M0.05%356,296CommonSOLE
48666K109KBHKB HOME$12.0M0.05%213,323CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$12.0M0.05%76,342CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$11.9M0.05%553,379CommonSOLE
55939A107MAGNMAGNERA CORP$11.9M0.05%786,083CommonSOLE
03763A207ASTHASTRANA HEALTH INC$11.8M0.05%473,714CommonSOLE
H2906T109GRMNGARMIN LTD$11.7M0.05%57,832CommonSOLE
860897107SFIXSTITCH FIX INC$11.6M0.04%2,211,840CommonSOLE
46124J201IVTINVENTRUST PPTYS CORP$11.6M0.04%410,949CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$11.4M0.04%24,218CommonSOLE
052800109ALVAUTOLIV INC$11.3M0.04%95,098CommonSOLE
343412102FLRFLUOR CORP NEW$11.1M0.04%281,314CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$11.1M0.04%38,505CommonSOLE
G87110105FTITECHNIPFMC PLC$11.0M0.04%247,753CommonSOLE
314211103FHIFEDERATED HERMES INC$10.9M0.04%209,330CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$10.9M0.04%127,093CommonSOLE
G8588X103SGHCSUPER GROUP SGHC LIMITED$10.8M0.04%907,741CommonSOLE
29786A106ETSYETSY INC$10.7M0.04%192,646CommonSOLE
518613203LAURLAUREATE EDUCATION INC$10.7M0.04%317,062CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$10.6M0.04%366,824CommonSOLE
69354N106PRAAPRA GROUP INC$10.6M0.04%596,854CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$10.5M0.04%152,155CommonSOLE
67011P100DNOWDNOW INC$10.5M0.04%788,725CommonSOLE
10576N102BRZEBRAZE INC$10.4M0.04%304,243CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$10.3M0.04%75,072CommonSOLE
89422G107TVTXTRAVERE THERAPEUTICS INC$10.3M0.04%268,926CommonSOLE
42727J102HRTGHERITAGE INSURANCE HLDGS INC$10.1M0.04%343,744CommonSOLE
974155103WINGWINGSTOP INC$10.1M0.04%42,145CommonSOLE
74874Q100QNSTQUINSTREET INC$10.0M0.04%693,211CommonSOLE
004225108ACADACADIA PHARMACEUTICALS INC$9.9M0.04%371,047CommonSOLE
69553P100PDPAGERDUTY INC$9.9M0.04%755,913CommonSOLE
989817101ZUMZZUMIEZ INC$9.8M0.04%377,220CommonSOLE
05379B107AVAAVISTA CORP$9.6M0.04%249,538CommonSOLE
G8726X106TNKTEEKAY TANKERS LTD$9.4M0.04%176,808CommonSOLE
20451Q104CODICOMPASS DIVERSIFIED$9.4M0.04%1,966,408CommonSOLE
98138H101WDAYWORKDAY INC$9.4M0.04%43,939CommonSOLE
G72800108PRTAPROTHENA CORP PLC$9.3M0.04%978,011CommonSOLE
46333X108IRWDIRONWOOD PHARMACEUTICALS INC$9.3M0.04%2,759,667CommonSOLE
950755108WERNWERNER ENTERPRISES INC$9.3M0.04%309,582CommonSOLE
53803X105LOBLIVE OAK BANCSHARES INC$9.2M0.04%266,543CommonSOLE
558256103MSGEMADISON SQUARE GARDEN ENTMT$9.1M0.04%168,420CommonSOLE
30050B101EVHEVOLENT HEALTH INC$9.1M0.04%2,268,872CommonSOLE
58450V104MAXMEDIAALPHA INC$9.1M0.04%700,497CommonSOLE
297602104ETDETHAN ALLEN INTERIORS INC$9.0M0.03%395,463CommonSOLE
Y2065G121DHTDHT HOLDINGS INC$8.9M0.03%731,103CommonSOLE
198516106COLMCOLUMBIA SPORTSWEAR CO$8.9M0.03%161,196CommonSOLE
30212W100AGNTEXP WORLD HLDGS INC$8.6M0.03%952,087CommonSOLE
302492103FLYWFLYWIRE CORPORATION$8.6M0.03%604,545CommonSOLE
82981J851SITCSITE CTRS CORP$8.5M0.03%1,329,466CommonSOLE
807066105SCHLSCHOLASTIC CORP$8.5M0.03%286,086CommonSOLE
65290E101NXTNEXTPOWER INC$8.5M0.03%97,206CommonSOLE
64082B102NRDSNERDWALLET INC$8.5M0.03%624,456CommonSOLE
L02235106AMBPARDAGH METAL PACKAGING S A$8.4M0.03%2,043,347CommonSOLE
37247D106GNWGENWORTH FINL INC$8.4M0.03%925,841CommonSOLE
68287N100OSPNONESPAN INC$8.3M0.03%649,202CommonSOLE
74467Q103PUBMPUBMATIC INC$8.2M0.03%929,249CommonSOLE
70451X104PAYOPAYONEER GLOBAL INC$8.1M0.03%1,447,749CommonSOLE
G27907107DOLEDOLE PLC$8.1M0.03%538,641CommonSOLE
09058V103BCRXBIOCRYST PHARMACEUTICALS INC$8.0M0.03%1,031,488CommonSOLE
929566107WNCWABASH NATL CORP$8.0M0.03%924,503CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$7.9M0.03%17,416CommonNONE
783754104RYZRYERSON HLDG CORP$7.8M0.03%310,064CommonSOLE
09624H208BXCBLUELINX HLDGS INC$7.6M0.03%124,226CommonSOLE
353514102FELEFRANKLIN ELEC INC$7.6M0.03%79,317CommonSOLE
011642105ALRMALARM COM HLDGS INC$7.5M0.03%147,879CommonSOLE
128246105CVGWCALAVO GROWERS INC$7.5M0.03%344,748CommonSOLE
127097103CTRACOTERRA ENERGY INC$7.4M0.03%282,521CommonSOLE
068463108BBSIBARRETT BUSINESS SVCS INC$7.3M0.03%201,351CommonSOLE
844895102SWXSOUTHWEST GAS HLDGS INC$7.1M0.03%88,694CommonNONE
09739D100BCCBOISE CASCADE CO DEL$7.0M0.03%95,779CommonSOLE
433539202HIPOHIPPO HLDGS INC$7.0M0.03%233,392CommonSOLE
75585H206REAXTHE REAL BROKERAGE INC$7.0M0.03%1,910,311CommonSOLE
758849103REGREGENCY CTRS CORP$6.9M0.03%99,333CommonSOLE
863111100STRTSTRATTEC SEC CORP$6.8M0.03%89,531CommonSOLE
46982L108JJACOBS SOLUTIONS INC$6.8M0.03%51,437CommonSOLE
23954D109DAWNGBXDAY ONE BIOPHARMACEUTICALS I$6.8M0.03%729,281CommonSOLE
38341P102GOSSGOSSAMER BIO INC$6.8M0.03%2,178,033CommonSOLE
94724R108WEAVWEAVE COMMUNICATIONS INC$6.7M0.03%884,086CommonSOLE
384802104GWWWW GRAINGER INC$6.6M0.03%6,554CommonNONE
69318J100CNXNPC CONNECTION INC$6.6M0.03%113,736CommonSOLE
346232101FORFORESTAR GROUP INC$6.6M0.03%266,112CommonSOLE
70614W100PTONPELOTON INTERACTIVE INC$6.4M0.02%1,044,870CommonSOLE
205768302CRKCOMSTOCK RES INC$6.4M0.02%277,256CommonSOLE
443320106HUBGHUB GROUP INC$6.4M0.02%150,803CommonSOLE
65345M108NXDRNEXTDOOR HOLDINGS INC$6.4M0.02%3,053,243CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$6.4M0.02%76,266CommonSOLE
44980X109IPGPIPG PHOTONICS CORP$6.4M0.02%89,482CommonSOLE
60770K107MRNAMODERNA INC$6.4M0.02%216,476CommonSOLE
21676P103CPSCOOPER STD HLDGS INC$6.3M0.02%191,079CommonSOLE
868459108SUPNSUPERNUS PHARMACEUTICALS INC$6.3M0.02%126,217CommonSOLE
921659108VNDAVANDA PHARMACEUTICALS INC$6.2M0.02%708,428CommonSOLE
925815102VICRVICOR CORP$6.2M0.02%56,459CommonSOLE
92847W103VITLVITAL FARMS INC$6.2M0.02%192,884CommonSOLE
86722A103SXCSUNCOKE ENERGY INC$6.1M0.02%850,835CommonSOLE
860372101STCSTEWART INFORMATION SVCS COR$6.1M0.02%86,746CommonSOLE
552690109MDUMDU RES GROUP INC$6.1M0.02%311,286CommonSOLE
867892101SHOSUNSTONE HOTEL INVS INC NEW$5.9M0.02%663,572CommonSOLE
38267D109GSHDGOOSEHEAD INS INC$5.9M0.02%79,936CommonSOLE
92214X106VREXVAREX IMAGING CORP$5.8M0.02%500,748CommonSOLE
505336107LZBLA Z BOY INC$5.8M0.02%156,198CommonSOLE
29270J100ERIIENERGY RECOVERY INC$5.8M0.02%426,733CommonSOLE
Y95308105WVEWAVE LIFE SCIENCES LTD$5.8M0.02%338,546CommonSOLE
05988J103BANDBANDWIDTH INC$5.7M0.02%369,790CommonSOLE
52661A108DRSLEONARDO DRS INC$5.7M0.02%167,378CommonSOLE
47580P103JELDJELD-WEN HLDG INC$5.7M0.02%2,313,825CommonSOLE
651718504NPKINPK INTERNATIONAL INC$5.7M0.02%477,318CommonSOLE
985817105YELPYELP INC$5.7M0.02%187,205CommonSOLE
44925C103ICFIICF INTL INC$5.6M0.02%65,992CommonSOLE
98980B103ZIPZIPRECRUITER INC$5.6M0.02%1,441,616CommonSOLE
71742Q106PAHCPHIBRO ANIMAL HEALTH CORP$5.6M0.02%150,255CommonSOLE
012653101ALBALBEMARLE CORP$5.5M0.02%39,171CommonSOLE
34984V209FETFORUM ENERGY TECHNOLOGIES IN$5.5M0.02%148,563CommonSOLE
014752109ALXALEXANDERS INC$5.5M0.02%25,156CommonSOLE
053604104AVPTAVEPOINT INC$5.5M0.02%392,829CommonSOLE
39813G109GDYNGRID DYNAMICS HLDGS INC$5.4M0.02%596,420CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$5.4M0.02%68,151CommonSOLE
949746101WMT2WELLS FARGO CO NEW$5.4M0.02%57,520CommonSOLE
53566V106LINELINEAGE INC$5.4M0.02%152,999CommonSOLE
G4388N106HELEHELEN OF TROY LTD$5.3M0.02%249,642CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$5.3M0.02%153,911CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$5.3M0.02%13,538CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$5.3M0.02%28,566CommonSOLE
267475101DYDYCOM INDS INC$5.3M0.02%15,573CommonNONE
83125X103SNBRSLEEP NUMBER CORP$5.2M0.02%620,299CommonSOLE
518439104ELLAUDER ESTEE COS INC$5.2M0.02%49,816CommonNONE
624580106MOVMOVADO GROUP INC$5.2M0.02%252,804CommonSOLE
45774W108IIININSTEEL INDS INC$5.1M0.02%161,459CommonSOLE
17306X102CTRNCITI TRENDS INC$5.1M0.02%122,576CommonSOLE
55826T102SPHRSPHERE ENTERTAINMENT CO$5.1M0.02%53,506CommonNONE
56400P706MNKDMANNKIND CORP$5.1M0.02%894,204CommonSOLE
44267T102HHHHOWARD HUGHES HOLDINGS INC$5.1M0.02%63,425CommonSOLE
597742105MSBIMIDLAND STATES BANCORP INC$5.0M0.02%238,364CommonSOLE
337738108FISVFISERV INC$5.0M0.02%75,047CommonSOLE
433313103HNGEHINGE HEALTH INC$5.0M0.02%108,255CommonSOLE
01438T106ALDXALDEYRA THERAPEUTICS INC$5.0M0.02%968,751CommonSOLE
G33856108GSMFERROGLOBE PLC$5.0M0.02%1,081,208CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$5.0M0.02%34,926CommonSOLE
90328M107USNAUSANA HEALTH SCIENCES INC$4.9M0.02%252,095CommonSOLE
52466B103LZLEGALZOOM COM INC$4.9M0.02%495,570CommonSOLE
18538R103CLWCLEARWATER PAPER CORP$4.9M0.02%282,208CommonSOLE
257554105DOMODOMO INC$4.9M0.02%576,897CommonSOLE
234264109DAKTDAKTRONICS INC$4.8M0.02%245,047CommonSOLE
45826H109ITGRINTEGER HLDGS CORP$4.8M0.02%61,377CommonSOLE
775133101ROGROGERS CORP$4.8M0.02%52,527CommonSOLE
029899101AWRAMER STATES WTR CO$4.7M0.02%65,341CommonNONE
42222N103HSTMHEALTHSTREAM INC$4.7M0.02%204,103CommonSOLE
30214U102EXPOEXPONENT INC$4.7M0.02%67,416CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$4.7M0.02%15,218CommonSOLE
441593100HLIHOULIHAN LOKEY INC$4.6M0.02%26,379CommonSOLE
30257X104FBKFB FINL CORP$4.6M0.02%82,287CommonSOLE
22658D100CRCTCRICUT INC$4.5M0.02%918,907CommonSOLE
30069T101EEEXCELERATE ENERGY INC$4.5M0.02%161,779CommonSOLE
419596101HVTHAVERTY FURNITURE COS INC$4.5M0.02%194,176CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$4.5M0.02%20,374CommonSOLE
978097103WWWWOLVERINE WORLD WIDE INC$4.5M0.02%248,261CommonSOLE
466313103JBLJABIL INC$4.4M0.02%19,499CommonSOLE
09077V100BIOABIOAGE LABS INC$4.4M0.02%334,126CommonSOLE
695127100PCRXPACIRA BIOSCIENCES INC$4.4M0.02%170,475CommonSOLE
410495204HAFCHANMI FINL CORP$4.4M0.02%163,009CommonSOLE
98423J101XPERXPERI INC$4.4M0.02%750,148CommonSOLE
G8068L108SNSHARKNINJA INC$4.4M0.02%39,213CommonSOLE
52635N103LENZLENZ THERAPEUTICS INC$4.3M0.02%270,919CommonSOLE
451051106IBTAIBOTTA INC$4.3M0.02%189,954CommonSOLE
449172105HYHYSTER-YALE INC$4.3M0.02%144,485CommonSOLE
879433829TDSTELEPHONE & DATA SYS INC$4.2M0.02%102,080CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$4.2M0.02%40,518CommonNONE
G6375R107NESRNATIONAL ENERGY SERVICES REU$4.2M0.02%265,289CommonSOLE
37892E102GICGLOBAL INDUSTRIAL COMPANY$4.1M0.02%140,581CommonSOLE
22284P105CVLGCOVENANT LOGISTICS GROUP INC$4.1M0.02%185,968CommonSOLE
364760108GAPGAP INC$4.1M0.02%159,400CommonSOLE
770700102HOODROBINHOOD MKTS INC$4.1M0.02%35,993CommonSOLE
G6964L206PSFEPAYSAFE LIMITED$4.0M0.02%500,495CommonSOLE
80004C200SNDKSANDISK CORP$4.0M0.02%16,988CommonSOLE
98401F105XNCRXENCOR INC$4.0M0.02%259,319CommonSOLE
883203101TXTTEXTRON INC$4.0M0.02%45,470CommonSOLE
50189K103LCIILCI INDS$3.9M0.02%32,444CommonSOLE
27616P301DEAEASTERLY GOVT PPTYS INC$3.9M0.02%184,104CommonSOLE
20825C104COPCONOCOPHILLIPS$3.9M0.02%41,581CommonSOLE
526057104LENLENNAR CORP$3.8M0.01%37,429CommonSOLE
576853105MTRXMATRIX SVC CO$3.8M0.01%326,233CommonSOLE
023586100UHALU HAUL HOLDING COMPANY$3.8M0.01%75,717CommonSOLE
71880K101PHINPHINIA INC$3.8M0.01%60,836CommonSOLE
75282U104RNGRRANGER ENERGY SVCS INC$3.8M0.01%271,477CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$3.8M0.01%19,815CommonSOLE
858586100SCLSTEPAN CO$3.8M0.01%79,786CommonSOLE
62878D100NABLN-ABLE INC$3.8M0.01%503,251CommonSOLE
00183L201ANGIANGI INC$3.7M0.01%289,939CommonSOLE
982104101WSWORTHINGTON STL INC$3.7M0.01%107,800CommonSOLE
29384C108TRDAENTRADA THERAPEUTICS INC$3.7M0.01%362,786CommonSOLE
51509F105LELANDS END INC NEW$3.7M0.01%256,593CommonSOLE
910340108UFCSUNITED FIRE GROUP INC$3.7M0.01%102,405CommonSOLE
26622P107DOCSDOXIMITY INC$3.7M0.01%83,733CommonSOLE
457152106INGMINGRAM MICRO HLDG CORP$3.7M0.01%173,282CommonSOLE
36237H101GIIIG III APPAREL GROUP LTD$3.7M0.01%126,174CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$3.6M0.01%16,273CommonSOLE
G9470A102VTEXVTEX$3.6M0.01%963,517CommonSOLE
024061103DCHAMERICAN AXLE & MFG HLDGS IN$3.6M0.01%563,139CommonSOLE
M8T80P204NEXNNEXXEN INTL LTD$3.6M0.01%550,079CommonSOLE
966084204WSRWHITESTONE REIT$3.6M0.01%258,016CommonSOLE
67576A100OCULOCULAR THERAPEUTIX INC$3.6M0.01%293,263CommonSOLE
50015M109KODKODIAK SCIENCES INC$3.6M0.01%127,230CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$3.6M0.01%44,561CommonSOLE
12047B105BMBLBUMBLE INC$3.5M0.01%984,838CommonSOLE
130788102CWTCALIFORNIA WTR SVC GROUP$3.5M0.01%80,919CommonSOLE
04302A104AIPARTERIS INC$3.5M0.01%224,695CommonSOLE
83193G107SMRTSMARTRENT INC$3.5M0.01%1,720,704CommonSOLE
875465106SKTTANGER INC$3.5M0.01%104,004CommonSOLE
Y1771G102CMRECOSTAMARE INC$3.5M0.01%219,585CommonSOLE
00773T101ASIXADVANSIX INC$3.5M0.01%199,961CommonSOLE
453838609IBCPINDEPENDENT BK CORP MICH$3.5M0.01%106,247CommonSOLE
03589W102ANNXANNEXON INC$3.4M0.01%683,879CommonSOLE
749607107RLIRLI CORP$3.4M0.01%53,424CommonSOLE
90240B106TYRATYRA BIOSCIENCES INC$3.4M0.01%129,753CommonSOLE
68213N109OMCLOMNICELL COM$3.4M0.01%75,193CommonSOLE
014442107ALECALECTOR INC$3.4M0.01%2,173,202CommonSOLE
37253A103THRMGENTHERM INC$3.3M0.01%91,038CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$3.3M0.01%125,666CommonSOLE
199333105CMCOCOLUMBUS MCKINNON CORP N Y$3.3M0.01%190,253CommonSOLE
90184D100TWSTTWIST BIOSCIENCE CORP$3.3M0.01%103,117CommonSOLE
124411109BYBYLINE BANCORP INC$3.3M0.01%111,621CommonSOLE
24665A103DKDELEK US HLDGS INC NEW$3.3M0.01%109,675CommonSOLE
361008105FNKOFUNKO INC$3.2M0.01%946,845CommonSOLE
98421M106XRXXEROX HOLDINGS CORP$3.2M0.01%1,356,142CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$3.2M0.01%38,015CommonNONE
011311107ALGALAMO GROUP INC$3.2M0.01%19,096CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.