Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Holley HLLY Stock Holding History

Jacobs Levy Equity Management’s Portfolio HLLY Stock Details HLLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$374K Buy
121,943
+97,300
+395% +$369K ﹤0.01% 857
2025
Q4 		$102K Buy
+24,643
New +$88.7K ﹤0.01% 906

Other funds holding HLLY

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

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

Jacobs Levy Equity Management increased its Holley (HLLY) stake by 395% in Q1 2026, buying an estimated $369K and bringing the position to 121,943 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Jacobs Levy Equity Management first reported a position in HLLY in Q4 2025 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold HLLY as of Q1 2026.

  • Jacobs Levy Equity Management held 121,943 shares of Holley worth $374K as of Q1 2026.
  • Jacobs Levy Equity Management bought 97,300 Holley shares in Q1 2026, an estimated $369K.
  • Holley made up ﹤0.01% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #857 holding.
  • Jacobs Levy Equity Management first reported a position in Holley in Q4 2025 and has held it in 2 quarters since.
  • 140 funds tracked by Wall St. Rank held Holley as of Q1 2026.

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