Jacobs Levy Equity Management’s Herbalife HLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.59M	Buy	175,867 +16,420	+10%	+$268K	0.01%	534
2025 Q4	$2.06M	Sell	159,447 -1,436,315	-90%	-$15.2M	0.01%	575
2025 Q3	$13.5M	Sell	1,595,762 -360,108	-18%	-$3.4M	0.05%	252
2025 Q2	$16.9M	Sell	1,955,870 -133,584	-6%	-$992K	0.07%	232
2025 Q1	$18M	Sell	2,089,454 -480,772	-19%	-$3.42M	0.07%	239
2024 Q4	$17.2M	Buy	2,570,226 +1,031,078	+67%	+$7.66M	0.06%	237
2024 Q3	$11.1M	Buy	1,539,148 +206,530	+15%	+$1.9M	0.04%	309
2024 Q2	$13.8M	Buy	1,332,618 +175,309	+15%	+$1.75M	0.06%	287
2024 Q1	$11.6M	Buy	1,157,309 +1,127,880	+3,833%	+$12.1M	0.05%	276
2023 Q4	$449K	Sell	29,429 -319	-1%	-$4.41K	﹤0.01%	846
2023 Q3	$416K	Sell	29,748 -662,152	-96%	-$10M	﹤0.01%	836
2023 Q2	$9.16M	Sell	691,900 -380,795	-35%	-$5.18M	0.05%	291
2023 Q1	$17.3M	Sell	1,072,695 -480,455	-31%	-$8.5M	0.11%	213
2022 Q4	$23.1M	Sell	1,553,150 -97,119	-6%	-$1.69M	0.16%	166
2022 Q3	$32.8M	Sell	1,650,269 -446,252	-21%	-$11.1M	0.26%	108
2022 Q2	$42.9M	Buy	2,096,521 +1,147,133	+121%	+$28.4M	0.33%	72
2022 Q1	$28.8M	Sell	949,388 -2,274	-0.2%	-$88.9K	0.19%	127
2021 Q4	$39M	Buy	951,662 +388,715	+69%	+$16.2M	0.26%	101
2021 Q3	$23.9M	Buy	562,947 +181,792	+48%	+$8.99M	0.16%	159
2021 Q2	$20.1M	Sell	381,155 -16,814	-4%	-$836K	0.14%	190
2021 Q1	$17.7M	Buy	397,969 +28,481	+8%	+$1.4M	0.14%	183
2020 Q4	$17.8M	Sell	369,488 -33,786	-8%	-$1.63M	0.16%	158
2020 Q3	$18.8M	Buy	403,274 +2,831	+0.7%	+$139K	0.2%	124
2020 Q2	$18M	Sell	400,443 -18,097	-4%	-$703K	0.2%	132
2020 Q1	$12.2M	Buy	418,540 +171,089	+69%	+$6.37M	0.16%	158
2019 Q4	$11.8M	Buy	247,451 +155,646	+170%	+$6.74M	0.12%	215
2019 Q3	$3.48M	Sell	91,805 -86,955	-49%	-$3.39M	0.04%	400
2019 Q2	$7.64M	Sell	178,760 -13,450	-7%	-$637K	0.11%	251
2019 Q1	$10.2M	Buy	192,210 +42,400	+28%	+$2.44M	0.15%	179
2018 Q4	$8.83M	Buy	149,810 +7,200	+5%	+$397K	0.16%	156
2018 Q3	$7.78M	Buy	142,610 +97,480	+216%	+$5.38M	0.11%	218
2018 Q2	$2.42M	Buy	+45,130	New	+$2.37M	0.04%	464
2014 Q1	–	Sell	-38,800	Closed	-$1.53M	–	940
2013 Q4	$1.53M	Sell	38,800 -10,200	-21%	-$353K	0.02%	483
2013 Q3	$1.71M	Buy	+49,000	New	+$1.52M	0.03%	440

Other funds holding HLF

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Jacobs Levy Equity Management increased its Herbalife (HLF) stake by 10% in Q1 2026, buying an estimated $268K and bringing the position to 175,867 shares worth $2.59M. The position accounts for 0.01% of the portfolio, ranked #534.

Jacobs Levy Equity Management first reported a position in HLF in Q3 2013 and has held it in 34 quarters since. The position peaked at $42.9M in Q2 2022. 252 funds tracked by Wall St. Rank hold HLF as of Q1 2026.

Jacobs Levy Equity Management held 175,867 shares of Herbalife worth $2.59M as of Q1 2026.
Jacobs Levy Equity Management bought 16,420 Herbalife shares in Q1 2026, an estimated $268K.
Herbalife made up 0.01% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #534 holding.
Jacobs Levy Equity Management first reported a position in Herbalife in Q3 2013 and has held it in 34 quarters since.
Jacobs Levy Equity Management's Herbalife position peaked at $42.9M in Q2 2022.
252 funds tracked by Wall St. Rank held Herbalife as of Q1 2026.

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