Jacobs Levy Equity Management
IT icon

Jacobs Levy Equity Management’s Gartner IT Stock Holding History

Jacobs Levy Equity Management’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-530
Closed -$214K – 1037
2025
Q2 		$214K Buy
+530
New +$222K ﹤0.01% 979
2020
Q2 		– Sell
-5,556
Closed -$553K – 1095
2020
Q1 		$553K Sell
5,556
-121,765
-96% -$16.7M 0.01% 741
2019
Q4 		$19.6M Buy
127,321
+117,871
+1,247% +$18M 0.19% 134
2019
Q3 		$1.35M Buy
9,450
+3,730
+65% +$542K 0.02% 574
2019
Q2 		$921K Buy
+5,720
New +$894K 0.01% 655
2018
Q1 		– Sell
-66,104
Closed -$8.14M – 1031
2017
Q4 		$8.14M Sell
66,104
-104,839
-61% -$12.7M 0.14% 197
2017
Q3 		$21.3M Buy
170,943
+80,352
+89% +$9.93M 0.41% 67
2017
Q2 		$11.2M Buy
90,591
+24,582
+37% +$2.85M 0.24% 142
2017
Q1 		$7.13M Buy
66,009
+48,749
+282% +$5.02M 0.14% 200
2016
Q4 		$1.74M Sell
17,260
-45,320
-72% -$4.38M 0.03% 443
2016
Q3 		$5.54M Buy
62,580
+44,520
+247% +$4.18M 0.1% 250
2016
Q2 		$1.76M Sell
18,060
-92,987
-84% -$8.84M 0.04% 452
2016
Q1 		$9.92M Sell
111,047
-37,170
-25% -$3.14M 0.21% 140
2015
Q4 		$13.4M Buy
148,217
+84,940
+134% +$7.52M 0.27% 120
2015
Q3 		$5.31M Buy
63,277
+8,600
+16% +$749K 0.11% 208
2015
Q2 		$4.69M Sell
54,677
-80,102
-59% -$6.87M 0.09% 234
2015
Q1 		$11.3M Sell
134,779
-30,570
-18% -$2.52M 0.19% 158
2014
Q4 		$13.9M Sell
165,349
-98,250
-37% -$7.98M 0.24% 127
2014
Q3 		$19.4M Buy
263,599
+115,585
+78% +$8.4M 0.32% 100
2014
Q2 		$10.4M Sell
148,014
-64,410
-30% -$4.49M 0.17% 168
2014
Q1 		$14.8M Sell
212,424
-102,910
-33% -$7.12M 0.25% 124
2013
Q4 		$22.4M Buy
315,334
+6,040
+2% +$381K 0.34% 91
2013
Q3 		$18.6M Buy
309,294
+170,974
+124% +$10.1M 0.31% 98
2013
Q2 		$7.88M Buy
+138,320
New +$7.85M 0.14% 201

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jacobs Levy Equity Management's IT Position: Q3 2025 in Review

Jacobs Levy Equity Management sold out of Gartner (IT) in Q3 2025, closing a stake of 530 shares — an estimated $214K sold.

Jacobs Levy Equity Management first reported a position in IT in Q2 2013 and held it in 24 quarters. The position peaked at $22.4M in Q4 2013. 796 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Jacobs Levy Equity Management reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 530 Gartner shares in Q3 2025, an estimated $214K.
  • Jacobs Levy Equity Management first reported a position in Gartner in Q2 2013 and held it in 24 quarters.
  • Jacobs Levy Equity Management's Gartner position peaked at $22.4M in Q4 2013.
  • 796 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2025, filed 17 Nov 2025.