Balyasny Asset Management’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $223K | Sell |
1,753
-6,317
| -78% | -$859K | ﹤0.01% | 2660 |
|
|
2025
Q4 | $1.07M | Buy |
8,070
+6,300
| +356% | +$924K | ﹤0.01% | 2161 |
|
|
2025
Q3 | $265K | Sell |
1,770
-3,125
| -64% | -$449K | ﹤0.01% | 2627 |
|
|
2025
Q2 | $643K | Sell |
4,895
-115,990
| -96% | -$14.3M | ﹤0.01% | 2204 |
|
|
2025
Q1 | $14.5M | Buy |
120,885
+118,399
| +4,763% | +$15.2M | 0.02% | 734 |
|
|
2024
Q4 | $329K | Sell |
2,486
-162,835
| -98% | -$22.4M | ﹤0.01% | 2349 |
|
|
2024
Q3 | $21.4M | Buy |
165,321
+159,413
| +2,698% | +$19.2M | 0.03% | 602 |
|
|
2024
Q2 | $683K | Sell |
5,908
-2,992
| -34% | -$351K | ﹤0.01% | 1940 |
|
|
2024
Q1 | $1.13M | Sell |
8,900
-1,828
| -17% | -$214K | ﹤0.01% | 1735 |
|
|
2023
Q4 | $1.15M | Sell |
10,728
-446,760
| -98% | -$48.6M | ﹤0.01% | 1629 |
|
|
2023
Q3 | $51.7M | Buy |
457,488
+410,240
| +868% | +$44.2M | 0.11% | 259 |
|
|
2023
Q2 | $4.65M | Buy |
47,248
+27,464
| +139% | +$2.62M | 0.01% | 1091 |
|
|
2023
Q1 | $1.92M | Buy |
+19,784
| New | +$1.97M | ﹤0.01% | 1479 |
|
|
2022
Q2 | – | Sell |
-42,449
| Closed | -$4.75M | – | 2956 |
|
|
2022
Q1 | $4.84M | Buy |
42,449
+15,034
| +55% | +$1.61M | 0.02% | 969 |
|
|
2021
Q4 | $3.16M | Buy |
+27,415
| New | +$3.17M | 0.01% | 1015 |
|
|
2021
Q3 | – | Sell |
-96,008
| Closed | -$10.6M | – | 2173 |
|
|
2021
Q2 | $10.6M | Buy |
+96,008
| New | +$10.9M | 0.05% | 498 |
|
|
2020
Q3 | – | Sell |
-94,936
| Closed | -$6.66M | – | 1438 |
|
|
2020
Q2 | $6.66M | Buy |
+94,936
| New | +$6.4M | 0.06% | 440 |
|
|
2020
Q1 | – | Sell |
-513,110
| Closed | -$38.1M | – | 1328 |
|
|
2019
Q4 | $38.1M | Buy |
+513,110
| New | +$38.8M | 0.23% | 123 |
|
|
2019
Q3 | – | Sell |
-355,287
| Closed | -$24.8M | – | 1373 |
|
|
2019
Q2 | $24.8M | Buy |
355,287
+93,495
| +36% | +$6.03M | 0.16% | 185 |
|
|
2019
Q1 | $16.3M | Buy |
261,792
+131,174
| +100% | +$7.39M | 0.11% | 270 |
|
|
2018
Q4 | $6.32M | Buy |
+130,618
| New | +$7.47M | 0.05% | 463 |
|
|
2018
Q2 | – | Sell |
-28,597
| Closed | -$1.4M | – | 1951 |
|
|
2018
Q1 | $1.4M | Sell |
28,597
-23,909
| -46% | -$1.27M | 0.01% | 1101 |
|
|
2017
Q4 | $2.87M | Buy |
52,506
+40,462
| +336% | +$2.08M | 0.01% | 1036 |
|
|
2017
Q3 | $580K | Sell |
12,044
-76,821
| -86% | -$3.43M | ﹤0.01% | 1313 |
|
|
2017
Q2 | $4M | Buy |
88,865
+43,914
| +98% | +$1.95M | 0.02% | 803 |
|
|
2017
Q1 | $2.06M | Buy |
44,951
+22,002
| +96% | +$1.04M | 0.01% | 904 |
|
|
2016
Q4 | $1.08M | Buy |
22,949
+7,136
| +45% | +$329K | 0.01% | 999 |
|
|
2016
Q3 | $676K | Buy |
15,813
+2,635
| +20% | +$114K | ﹤0.01% | 714 |
|
|
2016
Q2 | $543K | Buy |
13,178
+3,567
| +37% | +$141K | ﹤0.01% | 813 |
|
|
2016
Q1 | $346K | Buy |
+9,611
| New | +$314K | ﹤0.01% | 971 |
|
Other funds holding J
VCM
VPM
Balyasny Asset Management's J Position: Q1 2026 in Review
Balyasny Asset Management reduced its Jacobs Solutions (J) stake by 78% in Q1 2026, selling an estimated $859K and leaving 1,753 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #2660.
Balyasny Asset Management first reported a position in J in Q1 2016 and has held it in 30 quarters since. The position peaked at $51.7M in Q3 2023. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.
- Balyasny Asset Management held 1,753 shares of Jacobs Solutions worth $223K as of Q1 2026.
- Balyasny Asset Management sold 6,317 Jacobs Solutions shares in Q1 2026, an estimated $859K.
- Jacobs Solutions made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #2660 holding.
- Balyasny Asset Management first reported a position in Jacobs Solutions in Q1 2016 and has held it in 30 quarters since.
- Balyasny Asset Management's Jacobs Solutions position peaked at $51.7M in Q3 2023.
- 912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.
Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.