JACOBS LEVY EQUITY MANAGEMENT, INC
FLORHAM PARK NJ · SEC CIK 0000884414
$237.88亿2026Q1 申报市值
953持仓数
25.0%前十大占比 · 第一大 6.1%
139 / 120新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GOOG 加仓+$2.67亿
MU 加仓+$1.84亿
TXN 新建仓+$1.66亿
LVS 加仓+$1.29亿
SF 新建仓+$1.01亿
2026Q1 卖出最多 按季末市值估算
LRCX 减仓-$2.71亿
ORLY 减仓-$2.37亿
FIX 减仓-$2.37亿
ANET 减仓-$2.20亿
MTZ 减仓-$1.92亿
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | LIFEVANTAGE CORP | $0 | 0.00% | 0 | -60,266 | -100.0% | -$37.12万 | 清仓 |
| OVV | OVINTIV INC | $0 | 0.00% | 0 | -9,433 | -100.0% | -$36.97万 | 清仓 |
| SVV | SAVERS VALUE VLG INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TBI | TRUEBLUE INC | $0 | 0.00% | 0 | -75,956 | -100.0% | -$34.56万 | 清仓 |
| USB | US BANCORP DEL | $0 | 0.00% | 0 | -6,446 | -100.0% | -$34.40万 | 清仓 |
| CURV | TORRID HLDGS INC | $0 | 0.00% | 0 | -343,899 | -100.0% | -$33.65万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -5,741 | -100.0% | -$33.52万 | 清仓 |
| — | CPI CARD GROUP INC | $0 | 0.00% | 0 | -22,795 | -100.0% | -$33.46万 | 清仓 |
| — | EVI INDS INC | $0 | 0.00% | 0 | -12,851 | -100.0% | -$31.66万 | 清仓 |
| CAH | CARDINAL HEALTH INC | $0 | 0.00% | 0 | -1,514 | -100.0% | -$31.11万 | 清仓 |
| REX | REX AMERICAN RES CORP | $0 | 0.00% | 0 | -9,500 | -100.0% | -$30.70万 | 清仓 |
| — | EASTERN CO | $0 | 0.00% | 0 | -15,122 | -100.0% | -$29.78万 | 清仓 |
| AME | AMETEK INC | $0 | 0.00% | 0 | -1,437 | -100.0% | -$29.50万 | 清仓 |
| GRPN | GROUPON INC | $0 | 0.00% | 0 | -13,955 | -100.0% | -$24.57万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -538 | -100.0% | -$22.94万 | 清仓 |
| — | INOVIO PHARMACEUTICALS INC | $0 | 0.00% | 0 | -130,792 | -100.0% | -$22.76万 | 清仓 |
| M | MACYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BFS | SAUL CTRS INC | $0 | 0.00% | 0 | -6,641 | -100.0% | -$20.94万 | 清仓 |
| — | SUNOPTA INC | $0 | 0.00% | 0 | -48,245 | -100.0% | -$18.33万 | 清仓 |
| TG | TREDEGAR CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZNTL | ZENTALIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -124,525 | -100.0% | -$16.81万 | 清仓 |
| — | FLUSHING FINL CORP | $0 | 0.00% | 0 | -10,972 | -100.0% | -$16.64万 | 清仓 |
| — | FORRESTER RESH INC | $0 | 0.00% | 0 | -16,407 | -100.0% | -$13.32万 | 清仓 |
| — | DIGIMARC CORP NEW | $0 | 0.00% | 0 | -12,365 | -100.0% | -$8.11万 | 清仓 |
| — | DRILLING TOOLS INTL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PLAYSTUDIOS INC | $0 | 0.00% | 0 | -103,910 | -100.0% | -$6.77万 | 清仓 |
| — | NL INDS INC | $0 | 0.00% | 0 | -11,210 | -100.0% | -$6.13万 | 清仓 |
| — | TENAYA THERAPEUTICS INC | $0 | 0.00% | 0 | -75,927 | -100.0% | -$5.40万 | 清仓 |
| — | BARK INC | $0 | 0.00% | 0 | -84,119 | -100.0% | -$5.07万 | 清仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $0 | 0.00% | 0 | -12,788 | -100.0% | -$3.49万 | 清仓 |
| — | DESTINATION XL GROUP INC | $8,491 | 0.00% | 16,649 | 16,649 | — | $8,491 | 新建仓 |
| — | ACUMEN PHARMACEUTICALS INC | $3.07万 | 0.00% | 13,011 | -2,990 | -18.7% | -$7,056 | 重新持有 |
| — | EXPENSIFY INC | $4.16万 | 0.00% | 47,816 | 32,183 | 205.9% | $2.80万 | 加仓 |
| — | EHEALTH INC | $4.60万 | 0.00% | 35,646 | -55,917 | -61.1% | -$7.21万 | 减仓 |
| — | PULMONX CORP | $4.78万 | 0.00% | 37,081 | -137,693 | -78.8% | -$17.76万 | 减仓 |
| — | CARDLYTICS INC | $5.58万 | 0.00% | 53,100 | -585,517 | -91.7% | -$61.48万 | 减仓 |
| — | ACCURAY INC DEL | $6.31万 | 0.00% | 162,505 | -571,448 | -77.9% | -$22.18万 | 减仓 |
| OABI | OMNIAB INC | $6.75万 | 0.00% | 42,966 | -195,223 | -82.0% | -$30.65万 | 减仓 |
| — | CURIOSITYSTREAM INC | $7.04万 | 0.00% | 23,797 | -126,592 | -84.2% | -$37.47万 | 重新持有 |
| — | UNIFI INC | $8.26万 | 0.00% | 23,141 | -37,810 | -62.0% | -$13.50万 | 减仓 |
| CMTG | CLAROS MTG TR INC | $8.87万 | 0.00% | 37,287 | 37,287 | — | $8.87万 | 新建仓 |
| — | AMERICAN OUTDOOR BRANDS INC | $9.66万 | 0.00% | 10,340 | -1,065 | -9.3% | -$9,947 | 减仓 |
| — | VERITONE INC | $10.36万 | 0.00% | 52,581 | -56,424 | -51.8% | -$11.12万 | 减仓 |
| MNKD | MANNKIND CORP | $10.64万 | 0.00% | 43,442 | -850,762 | -95.1% | -$208.44万 | 减仓 |
| IHRT | IHEARTMEDIA INC | $10.77万 | 0.00% | 36,872 | 0 | 0.0% | — | 不变 |
| MGTX | MEIRAGTX HLDGS PLC | $11.84万 | 0.00% | 13,673 | -42,562 | -75.7% | -$36.86万 | 减仓 |
| DHC | DIVERSIFIED HEALTHCARE TR | $12.84万 | 0.00% | 19,330 | -32,203 | -62.5% | -$21.38万 | 减仓 |
| — | IMAGENEBIO INC | $13.33万 | 0.00% | 26,663 | 7,936 | 42.4% | $3.97万 | 加仓 |
| CRD/A | CRAWFORD & CO | $13.74万 | 0.00% | 13,785 | 0 | 0.0% | — | 不变 |
| — | FUTUREFUEL CORP | $14.26万 | 0.00% | 37,029 | -23,464 | -38.8% | -$9.03万 | 减仓 |
| KYTX | KYVERNA THERAPEUTICS INC | $14.32万 | 0.00% | 16,599 | -91,935 | -84.7% | -$79.34万 | 减仓 |
| — | FIRST NORTHWEST BANCORP | $14.70万 | 0.00% | 16,934 | -8,076 | -32.3% | -$7.01万 | 减仓 |
| — | NET LEASE OFFICE PROPERTIES | $15.97万 | 0.00% | 13,867 | 0 | 0.0% | — | 不变 |
| ACEL | ACCEL ENTERTAINMENT INC | $16.00万 | 0.00% | 14,669 | 0 | 0.0% | — | 不变 |
| CMPX | COMPASS THERAPEUTICS INC | $16.22万 | 0.00% | 30,655 | 30,655 | — | $16.22万 | 新建仓 |
| — | ORION PROPERTIES INC | $16.40万 | 0.00% | 76,302 | -9,145 | -10.7% | -$1.97万 | 减仓 |
| — | COMTECH TELECOMMUNICATIONS C | $17.24万 | 0.00% | 51,930 | 26,661 | 105.5% | $8.85万 | 加仓 |
| — | SILVERCREST ASSET MGMT GROUP | $17.39万 | 0.00% | 12,940 | 12,940 | — | $17.39万 | 新建仓 |
| — | KALTURA INC | $17.44万 | 0.00% | 142,914 | -73,681 | -34.0% | -$8.99万 | 减仓 |
| — | DOCGO INC | $17.44万 | 0.00% | 277,300 | -144,182 | -34.2% | -$9.07万 | 减仓 |
| REPL | REPLIMUNE GROUP INC | $17.75万 | 0.00% | 23,199 | 23,199 | — | $17.75万 | 新建仓 |
| — | NAUTILUS BIOTECHNOLOGY INC | $18.00万 | 0.00% | 46,394 | -254,618 | -84.6% | -$98.79万 | 重新持有 |
| CLNE | CLEAN ENERGY FUELS CORP | $18.63万 | 0.00% | 75,115 | 75,115 | — | $18.63万 | 新建仓 |
| BW | BABCOCK & WILCOX ENTERPRISES | $20.04万 | 0.00% | 13,639 | 13,639 | — | $20.04万 | 新建仓 |
| EGY | VAALCO ENERGY INC | $20.17万 | 0.00% | 31,811 | -1,604 | -4.8% | -$1.02万 | 减仓 |
| LXRX | LEXICON PHARMACEUTICALS INC | $20.28万 | 0.00% | 130,020 | -562,707 | -81.2% | -$87.78万 | 重新持有 |
| — | BIOTE CORP | $20.39万 | 0.00% | 151,049 | 52,444 | 53.2% | $7.08万 | 加仓 |
| SMBK | SMARTFINANCIAL INC | $20.58万 | 0.00% | 5,267 | 5,267 | — | $20.58万 | 新建仓 |
| BCML | BAYCOM CORP | $20.60万 | 0.00% | 6,931 | 6,931 | — | $20.60万 | 新建仓 |
| PCAR | PACCAR INC | $20.79万 | 0.00% | 1,800 | -1,071 | -37.3% | -$12.37万 | 重新持有 |
| KNSL | KINSALE CAP GROUP INC | $20.94万 | 0.00% | 613 | -12,925 | -95.5% | -$441.60万 | 减仓 |
| LAUR | LAUREATE ED INC | $21.06万 | 0.00% | 6,045 | -311,017 | -98.1% | -$1,083.58万 | 减仓 |
| TRMK | TRUSTMARK CORP | $21.16万 | 0.00% | 5,022 | -782 | -13.5% | -$3.30万 | 重新持有 |
| — | BIOLIFE SOLUTIONS INC | $21.18万 | 0.00% | 11,099 | 0 | 0.0% | — | 不变 |
| AVT | AVNET INC | $21.85万 | 0.00% | 3,546 | 3,546 | — | $21.85万 | 新建仓 |
| CAI | CARIS LIFE SCIENCES INC | $22.06万 | 0.00% | 12,340 | 12,340 | — | $22.06万 | 新建仓 |
| — | PMV PHARMACEUTICALS INC | $22.30万 | 0.00% | 179,873 | -344,477 | -65.7% | -$42.72万 | 减仓 |
| BSVN | BANK7 CORP | $22.30万 | 0.00% | 5,593 | 991 | 21.5% | $3.95万 | 重新持有 |
| AROW | ARROW FINL CORP | $22.54万 | 0.00% | 6,714 | 6,714 | — | $22.54万 | 新建仓 |
| BVS | BIOVENTUS INC | $22.55万 | 0.00% | 24,699 | -96,574 | -79.6% | -$88.17万 | 减仓 |
| — | TOPBUILD COR | $22.94万 | 0.00% | 653 | 653 | — | $22.94万 | 新建仓 |
| — | CVRX INC | $23.12万 | 0.00% | 24,439 | 24,439 | — | $23.12万 | 新建仓 |
| AVIR | ATEA PHARMACEUTICALS INC | $23.19万 | 0.00% | 43,104 | 0 | 0.0% | — | 不变 |
| — | SEER INC | $24.06万 | 0.00% | 143,242 | 104,226 | 267.1% | $17.51万 | 加仓 |
| DOCS | DOXIMITY INC | $24.36万 | 0.00% | 10,457 | -73,276 | -87.5% | -$170.73万 | 减仓 |
| PEP | PEPSICO INC | $24.66万 | 0.00% | 1,588 | 1,588 | — | $24.66万 | 新建仓 |
| PCB | PCB BANCORP | $24.69万 | 0.00% | 10,979 | -2,233 | -16.9% | -$5.02万 | 减仓 |
| MC | MOELIS & CO | $24.74万 | 0.00% | 4,340 | -335 | -7.2% | -$1.91万 | 减仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $25.44万 | 0.00% | 7,546 | -136 | -1.8% | -$4,585 | 减仓 |
| BHVN | BIOHAVEN LTD | $25.45万 | 0.00% | 30,080 | 30,080 | — | $25.45万 | 新建仓 |
| GHC | GRAHAM HLDGS CO | $26.01万 | 0.00% | 246 | -652 | -72.6% | -$68.93万 | 减仓 |
| TARA | PROTARA THERAPEUTICS INC | $26.18万 | 0.00% | 50,255 | 50,255 | — | $26.18万 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $27.42万 | 0.00% | 1,445 | -14,828 | -91.1% | -$281.36万 | 减仓 |
| CFFN | CAPITOL FED FINL INC | $27.61万 | 0.00% | 38,721 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $28.05万 | 0.00% | 4,466 | -7,096 | -61.4% | -$44.56万 | 减仓 |
| — | JASPER THERAPEUTICS INC | $28.24万 | 0.00% | 322,273 | 267,473 | 488.1% | $23.44万 | 加仓 |
| OPBK | OP BANCORP | $28.31万 | 0.00% | 21,282 | 2,923 | 15.9% | $3.89万 | 加仓 |
| CSV | CARRIAGE SVCS INC | $29.13万 | 0.00% | 6,379 | -531 | -7.7% | -$2.42万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $29.23万 | 0.00% | 3,550 | -36,968 | -91.2% | -$304.36万 | 减仓 |
| AIV | APARTMENT INVT & MGMT CO | $29.37万 | 0.00% | 72,167 | 72,167 | — | $29.37万 | 新建仓 |