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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Jacobs Levy Equity Management's BJRI Position: Q1 2026 in Review

Jacobs Levy Equity Management increased its BJ's Restaurants (BJRI) stake by 77% in Q1 2026, buying an estimated $594K and bringing the position to 34,163 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #679.

Jacobs Levy Equity Management first reported a position in BJRI in Q3 2017 and has held it in 16 quarters since. The position peaked at $4.72M in Q3 2018. 191 funds tracked by Wall St. Rank hold BJRI as of Q1 2026.

Jacobs Levy Equity Management held 34,163 shares of BJ's Restaurants worth $1.2M as of Q1 2026.
Jacobs Levy Equity Management bought 14,848 BJ's Restaurants shares in Q1 2026, an estimated $594K.
BJ's Restaurants made up 0.01% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #679 holding.
Jacobs Levy Equity Management first reported a position in BJ's Restaurants in Q3 2017 and has held it in 16 quarters since.
Jacobs Levy Equity Management's BJ's Restaurants position peaked at $4.72M in Q3 2018.
191 funds tracked by Wall St. Rank held BJ's Restaurants as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.