Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Helix Energy Solutions HLX Stock Holding History

Jacobs Levy Equity Management’s Portfolio HLX Stock Details HLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$512K Sell
58,603
-6,877
-11% -$66.1K ﹤0.01% 822
2026
Q1 		$648K Sell
65,480
-32,698
-33% -$278K ﹤0.01% 781
2025
Q4 		$616K Buy
+98,178
New +$652K ﹤0.01% 768
2025
Q1 		– Sell
-1,032,819
Closed -$9.63M – 1132
2024
Q4 		$9.63M Buy
1,032,819
+91,425
+10% +$920K 0.03% 311
2024
Q3 		$10.4M Buy
941,394
+496,278
+111% +$5.46M 0.04% 318
2024
Q2 		$5.31M Buy
445,116
+275,403
+162% +$3.07M 0.02% 443
2024
Q1 		$1.84M Sell
169,713
-2,388
-1% -$23.2K 0.01% 611
2023
Q4 		$1.77M Sell
172,101
-121,407
-41% -$1.21M 0.01% 617
2023
Q3 		$3.28M Buy
+293,508
New +$2.83M 0.02% 465
2022
Q4 		– Sell
-245,135
Closed -$946K – 977
2022
Q3 		$946K Buy
+245,135
New +$929K 0.01% 721
2022
Q2 		– Sell
-254,655
Closed -$1.22M – 1037
2022
Q1 		$1.22M Buy
+254,655
New +$1.04M 0.01% 725
2021
Q1 		– Sell
-76,166
Closed -$320K – 1062
2020
Q4 		$320K Buy
+76,166
New +$254K ﹤0.01% 913
2020
Q2 		– Sell
-128,574
Closed -$211K – 1088
2020
Q1 		$211K Buy
+128,574
New +$847K ﹤0.01% 877
2017
Q1 		– Sell
-139,691
Closed -$1.23M – 950
2016
Q4 		$1.23M Buy
139,691
+10,740
+8% +$104K 0.02% 513
2016
Q3 		$1.05M Sell
128,951
-502,516
-80% -$3.8M 0.02% 572
2016
Q2 		$4.27M Sell
631,467
-136,349
-18% -$987K 0.09% 266
2016
Q1 		$4.3M Buy
+767,816
New +$3.24M 0.09% 248
2014
Q2 		– Sell
-81,511
Closed -$1.87M – 867
2014
Q1 		$1.87M Buy
+81,511
New +$1.82M 0.03% 414

Other funds holding HLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Jacobs Levy Equity Management reduced its Helix Energy Solutions (HLX) stake by 11% in Q2 2026, selling an estimated $66.1K and leaving 58,603 shares worth $512K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

Jacobs Levy Equity Management first reported a position in HLX in Q1 2014 and has held it in 18 quarters since. The position peaked at $10.4M in Q3 2024. 285 funds tracked by Wall St. Rank hold HLX as of Q2 2026.

  • Jacobs Levy Equity Management held 58,603 shares of Helix Energy Solutions worth $512K as of Q2 2026.
  • Jacobs Levy Equity Management sold 6,877 Helix Energy Solutions shares in Q2 2026, an estimated $66.1K.
  • Helix Energy Solutions made up ﹤0.01% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #822 holding.
  • Jacobs Levy Equity Management first reported a position in Helix Energy Solutions in Q1 2014 and has held it in 18 quarters since.
  • Jacobs Levy Equity Management's Helix Energy Solutions position peaked at $10.4M in Q3 2024.
  • 285 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q2 2026.

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