Gotham 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 | $35.2M | Buy |
276,200
+146,092
| +112% | +$19.9M | 0.11% | 233 |
|
|
2025
Q4 | $17.2M | Buy |
130,108
+2,654
| +2% | +$389K | 0.06% | 449 |
|
|
2025
Q3 | $19.1M | Buy |
127,454
+38,288
| +43% | +$5.5M | 0.08% | 337 |
|
|
2025
Q2 | $11.7M | Sell |
89,166
-89,574
| -50% | -$11M | 0.07% | 419 |
|
|
2025
Q1 | $21.4M | Buy |
178,740
+41,740
| +30% | +$5.37M | 0.18% | 86 |
|
|
2024
Q4 | $18.1M | Buy |
137,000
+15,401
| +13% | +$2.12M | 0.17% | 107 |
|
|
2024
Q3 | $15.8M | Buy |
121,599
+37,881
| +45% | +$4.57M | 0.16% | 117 |
|
|
2024
Q2 | $9.67M | Sell |
83,718
-6,579
| -7% | -$772K | 0.13% | 198 |
|
|
2024
Q1 | $11.5M | Buy |
90,297
+27,232
| +43% | +$3.19M | 0.17% | 105 |
|
|
2023
Q4 | $6.77M | Buy |
63,065
+41,244
| +189% | +$4.49M | 0.13% | 190 |
|
|
2023
Q3 | $2.46M | Buy |
21,821
+3,314
| +18% | +$357K | 0.05% | 495 |
|
|
2023
Q2 | $1.82M | Sell |
18,507
-13,529
| -42% | -$1.29M | 0.04% | 574 |
|
|
2023
Q1 | $3.11M | Buy |
32,036
+14,334
| +81% | +$1.43M | 0.08% | 352 |
|
|
2022
Q4 | $1.76M | Buy |
17,702
+4,257
| +32% | +$418K | 0.05% | 467 |
|
|
2022
Q3 | $1.21M | Buy |
13,445
+1,169
| +10% | +$121K | 0.04% | 587 |
|
|
2022
Q2 | $1.29M | Sell |
12,276
-45,082
| -79% | -$5.05M | 0.04% | 496 |
|
|
2022
Q1 | $6.54M | Buy |
57,358
+8,663
| +18% | +$930K | 0.2% | 120 |
|
|
2021
Q4 | $5.61M | Buy |
48,695
+8,334
| +21% | +$963K | 0.18% | 135 |
|
|
2021
Q3 | $4.42M | Buy |
40,361
+21,320
| +112% | +$2.36M | 0.18% | 161 |
|
|
2021
Q2 | $2.1M | Sell |
19,041
-29,269
| -61% | -$3.31M | 0.09% | 300 |
|
|
2021
Q1 | $5.17M | Buy |
48,310
+38,503
| +393% | +$3.68M | 0.23% | 126 |
|
|
2020
Q4 | $884K | Buy |
+9,807
| New | +$831K | 0.03% | 572 |
|
|
2020
Q1 | – | Sell |
-195,605
| Closed | -$14.5M | – | 1138 |
|
|
2019
Q4 | $14.5M | Sell |
195,605
-89,238
| -31% | -$6.75M | 0.27% | 107 |
|
|
2019
Q3 | $21.6M | Buy |
284,843
+281,619
| +8,735% | +$20.1M | 0.38% | 70 |
|
|
2019
Q2 | $225K | Buy |
+3,224
| New | +$208K | ﹤0.01% | 1037 |
|
|
2019
Q1 | – | Sell |
-316,536
| Closed | -$15.3M | – | 1202 |
|
|
2018
Q4 | $15.3M | Sell |
316,536
-45,092
| -12% | -$2.58M | 0.24% | 122 |
|
|
2018
Q3 | $22.9M | Buy |
361,628
+357,073
| +7,839% | +$21M | 0.32% | 91 |
|
|
2018
Q2 | $239K | Sell |
4,555
-1,537
| -25% | -$79K | ﹤0.01% | 813 |
|
|
2018
Q1 | $298K | Sell |
6,092
-216,219
| -97% | -$11.4M | ﹤0.01% | 809 |
|
|
2017
Q4 | $12.1M | Sell |
222,311
-107,316
| -33% | -$5.5M | 0.18% | 184 |
|
|
2017
Q3 | $15.9M | Buy |
329,627
+17,145
| +5% | +$766K | 0.23% | 129 |
|
|
2017
Q2 | $14.1M | Sell |
312,482
-36,959
| -11% | -$1.64M | 0.2% | 164 |
|
|
2017
Q1 | $16M | Sell |
349,441
-234,189
| -40% | -$11.1M | 0.2% | 170 |
|
|
2016
Q4 | $27.5M | Buy |
583,630
+53,465
| +10% | +$2.46M | 0.35% | 72 |
|
|
2016
Q3 | $22.7M | Buy |
530,165
+102,141
| +24% | +$4.43M | 0.3% | 107 |
|
|
2016
Q2 | $17.6M | Buy |
428,024
+342,463
| +400% | +$13.5M | 0.21% | 145 |
|
|
2016
Q1 | $3.08M | Sell |
85,561
-677,055
| -89% | -$22.1M | 0.03% | 516 |
|
|
2015
Q4 | $26.5M | Sell |
762,616
-370,698
| -33% | -$12.7M | 0.29% | 111 |
|
|
2015
Q3 | $35.1M | Buy |
1,133,314
+461,917
| +69% | +$15.4M | 0.34% | 97 |
|
|
2015
Q2 | $22.6M | Sell |
671,397
-678,466
| -50% | -$24.8M | 0.19% | 185 |
|
|
2015
Q1 | $50.4M | Sell |
1,349,863
-481,306
| -26% | -$16.9M | 0.38% | 83 |
|
|
2014
Q4 | $67.7M | Buy |
+1,831,169
| New | +$69.8M | 0.55% | 33 |
|
|
2014
Q1 | – | Sell |
-74,002
| Closed | -$3.86M | – | 1041 |
|
|
2013
Q4 | $3.86M | Sell |
74,002
-114,579
| -61% | -$5.68M | 0.09% | 341 |
|
|
2013
Q3 | $9.07M | Buy |
188,581
+155,815
| +476% | +$7.57M | 0.29% | 86 |
|
|
2013
Q2 | $1.49M | Buy |
+32,766
| New | +$1.45M | 0.06% | 441 |
|
Other funds holding J
VCM
VPM
Gotham Asset Management's J Position: Q1 2026 in Review
Gotham Asset Management increased its Jacobs Solutions (J) stake by 112% in Q1 2026, buying an estimated $19.9M and bringing the position to 276,200 shares worth $35.2M. The position accounts for 0.11% of the portfolio, ranked #233.
Gotham Asset Management first reported a position in J in Q2 2013 and has held it in 45 quarters since. The position peaked at $67.7M in Q4 2014. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.
- Gotham Asset Management held 276,200 shares of Jacobs Solutions worth $35.2M as of Q1 2026.
- Gotham Asset Management bought 146,092 Jacobs Solutions shares in Q1 2026, an estimated $19.9M.
- Jacobs Solutions made up 0.11% of Gotham Asset Management's portfolio in Q1 2026, its #233 holding.
- Gotham Asset Management first reported a position in Jacobs Solutions in Q2 2013 and has held it in 45 quarters since.
- Gotham Asset Management's Jacobs Solutions position peaked at $67.7M in Q4 2014.
- 912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.
Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.