Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s MediaAlpha MAX Stock Holding History

Jacobs Levy Equity Management’s Portfolio MAX Stock Details MAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.98M Buy
750,054
+49,557
+7% +$488K 0.03% 360
2025
Q4 		$9.07M Buy
700,497
+139,732
+25% +$1.71M 0.04% 318
2025
Q3 		$6.38M Buy
560,765
+91,204
+19% +$1.01M 0.03% 372
2025
Q2 		$5.14M Buy
469,561
+330,963
+239% +$3.19M 0.02% 428
2025
Q1 		$1.28M Sell
138,598
-337,744
-71% -$3.61M 0.01% 763
2024
Q4 		$5.38M Buy
476,342
+459,227
+2,683% +$6.61M 0.02% 419
2024
Q3 		$310K Sell
17,115
-31,551
-65% -$503K ﹤0.01% 884
2024
Q2 		$641K Buy
+48,666
New +$895K ﹤0.01% 809
2023
Q4 		– Sell
-12,473
Closed -$103K – 1037
2023
Q3 		$103K Sell
12,473
-38,047
-75% -$340K ﹤0.01% 937
2023
Q2 		$521K Buy
+50,520
New +$457K ﹤0.01% 819

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CC
Clearline Capital New York $1.29B AUM 38.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JGC
J. Goldman & Co New York $2.16B AUM 33.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return