Jacobs Levy Equity Management
LZ icon

Jacobs Levy Equity Management’s LegalZoom.com LZ Stock Holding History

Jacobs Levy Equity Management’s Portfolio LZ Stock Details LZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$355K Sell
62,554
-433,016
-87% -$3.29M ﹤0.01% 864
2025
Q4 		$4.92M Sell
495,570
-348,276
-41% -$3.45M 0.02% 414
2025
Q3 		$8.76M Sell
843,846
-1,361,279
-62% -$13.6M 0.03% 324
2025
Q2 		$19.6M Buy
2,205,125
+18,309
+0.8% +$153K 0.08% 216
2025
Q1 		$18.8M Buy
2,186,816
+166,385
+8% +$1.49M 0.07% 231
2024
Q4 		$15.2M Buy
2,020,431
+471,338
+30% +$3.55M 0.05% 249
2024
Q3 		$9.84M Sell
1,549,093
-129,375
-8% -$847K 0.04% 327
2024
Q2 		$14.1M Buy
1,678,468
+970,342
+137% +$9.99M 0.06% 283
2024
Q1 		$9.45M Buy
708,126
+334,865
+90% +$3.86M 0.04% 310
2023
Q4 		$4.22M Buy
373,261
+340,736
+1,048% +$3.71M 0.02% 454
2023
Q3 		$356K Sell
32,525
-702,259
-96% -$8.61M ﹤0.01% 857
2023
Q2 		$8.88M Sell
734,784
-229,309
-24% -$2.43M 0.05% 299
2023
Q1 		$9.04M Buy
964,093
+627,783
+187% +$5.32M 0.06% 299
2022
Q4 		$2.6M Buy
+336,310
New +$2.92M 0.02% 504

Other funds holding LZ

FPM
Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $752M AUM 25.7% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return