Jacobs Levy Equity Management’s BJ's Restaurants BJRI Stock Holding History

Jacobs Levy Equity Management’s Portfolio BJRI Stock Details BJRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.15M	Sell	19,004 -15,159	-44%	-$663K	﹤0.01%	687
2026 Q1	$1.2M	Buy	34,163 +14,848	+77%	+$594K	0.01%	679
2025 Q4	$761K	Sell	19,315 -295	-2%	-$10.5K	﹤0.01%	735
2025 Q3	$599K	Sell	19,610 -12,843	-40%	-$458K	﹤0.01%	795
2025 Q2	$1.45M	Buy	32,453 +858	+3%	+$33.9K	0.01%	686
2025 Q1	$1.08M	Sell	31,595 -1,348	-4%	-$47.8K	﹤0.01%	795
2024 Q4	$1.16M	Buy	+32,943	New	+$1.17M	﹤0.01%	694
2020 Q3	–	Sell	-24,414	Closed	-$511K	–	1029
2020 Q2	$511K	Sell	24,414 -69,805	-74%	-$1.38M	0.01%	783
2020 Q1	$1.31M	Buy	+94,219	New	+$3.03M	0.02%	566
2019 Q4	–	Sell	-36,375	Closed	-$1.41M	–	999
2019 Q3	$1.41M	Buy	+36,375	New	+$1.4M	0.02%	569
2019 Q2	–	Sell	-30,210	Closed	-$1.43M	–	949
2019 Q1	$1.43M	Sell	30,210 -9,580	-24%	-$481K	0.02%	583
2018 Q4	$2.01M	Sell	39,790 -25,540	-39%	-$1.54M	0.04%	458
2018 Q3	$4.72M	Buy	65,330 +5,270	+9%	+$354K	0.07%	332
2018 Q2	$3.6M	Buy	60,060 +5,660	+10%	+$304K	0.06%	372
2018 Q1	$2.44M	Buy	54,400 +16,960	+45%	+$683K	0.04%	428
2017 Q4	$1.36M	Buy	37,440 +12,560	+50%	+$419K	0.02%	551
2017 Q3	$758K	Buy	+24,880	New	+$806K	0.01%	636

Other funds holding BJRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Jacobs Levy Equity Management's BJRI Position: Q2 2026 in Review

Jacobs Levy Equity Management reduced its BJ's Restaurants (BJRI) stake by 44% in Q2 2026, selling an estimated $663K and leaving 19,004 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #687.

Jacobs Levy Equity Management first reported a position in BJRI in Q3 2017 and has held it in 17 quarters since. The position peaked at $4.72M in Q3 2018. 196 funds tracked by Wall St. Rank hold BJRI as of Q2 2026.

Jacobs Levy Equity Management held 19,004 shares of BJ's Restaurants worth $1.15M as of Q2 2026.
Jacobs Levy Equity Management sold 15,159 BJ's Restaurants shares in Q2 2026, an estimated $663K.
BJ's Restaurants made up ﹤0.01% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #687 holding.
Jacobs Levy Equity Management first reported a position in BJ's Restaurants in Q3 2017 and has held it in 17 quarters since.
Jacobs Levy Equity Management's BJ's Restaurants position peaked at $4.72M in Q3 2018.
196 funds tracked by Wall St. Rank held BJ's Restaurants as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.