Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Universal Technical Institute UTI Stock Holding History

Jacobs Levy Equity Management’s Portfolio UTI Stock Details UTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-14,171
Closed -$461K – 1066
2025
Q3 		$461K Hold
14,171
– – ﹤0.01% 831
2025
Q2 		$480K Hold
14,171
– – ﹤0.01% 887
2025
Q1 		$364K Hold
14,171
– – ﹤0.01% 957
2024
Q4 		$364K Hold
14,171
– – ﹤0.01% 852
2024
Q3 		$230K Hold
14,171
– – ﹤0.01% 909
2024
Q2 		$223K Sell
14,171
-55,240
-80% -$827K ﹤0.01% 912
2024
Q1 		$1.11M Sell
69,411
-33,643
-33% -$488K ﹤0.01% 699
2023
Q4 		$1.29M Buy
103,054
+77,419
+302% +$785K 0.01% 680
2023
Q3 		$215K Sell
25,635
-163,122
-86% -$1.27M ﹤0.01% 919
2023
Q2 		$1.3M Buy
188,757
+14,368
+8% +$96.8K 0.01% 649
2023
Q1 		$1.29M Sell
174,389
-130,304
-43% -$929K 0.01% 653
2022
Q4 		$2.05M Sell
304,693
-185,836
-38% -$1.23M 0.01% 548
2022
Q3 		$2.67M Buy
490,529
+94,619
+24% +$662K 0.02% 510
2022
Q2 		$2.82M Buy
395,910
+220,096
+125% +$1.94M 0.02% 523
2022
Q1 		$1.56M Sell
175,814
-10,896
-6% -$89.4K 0.01% 676
2021
Q4 		$1.46M Sell
186,710
-56,091
-23% -$419K 0.01% 677
2021
Q3 		$1.64M Buy
242,801
+11,356
+5% +$74.1K 0.01% 649
2021
Q2 		$1.5M Buy
231,445
+4,234
+2% +$25K 0.01% 656
2021
Q1 		$1.33M Sell
227,211
-52,989
-19% -$327K 0.01% 675
2020
Q4 		$1.81M Sell
280,200
-9,614
-3% -$55.1K 0.02% 597
2020
Q3 		$1.47M Buy
289,814
+35,287
+14% +$248K 0.02% 577
2020
Q2 		$1.77M Buy
254,527
+109,257
+75% +$717K 0.02% 551
2020
Q1 		$864K Buy
145,270
+121,354
+507% +$859K 0.01% 660
2019
Q4 		$184K Sell
23,916
-4,638
-16% -$27.9K ﹤0.01% 945
2019
Q3 		$155K Sell
28,554
-6,371
-18% -$28.2K ﹤0.01% 864
2019
Q2 		$120K Hold
34,925
– – ﹤0.01% 909
2019
Q1 		$119K Hold
34,925
– – ﹤0.01% 926
2018
Q4 		$127K Buy
+34,925
New +$99.2K ﹤0.01% 930
2017
Q4 		– Sell
-56,400
Closed -$196K – 1075
2017
Q3 		$196K Sell
56,400
-1,200
-2% -$4.21K ﹤0.01% 867
2017
Q2 		$206K Buy
57,600
+22,000
+62% +$79.3K ﹤0.01% 833
2017
Q1 		$123K Buy
35,600
+6,900
+24% +$23.3K ﹤0.01% 845
2016
Q4 		$84K Buy
+28,700
New +$66.3K ﹤0.01% 917
2015
Q4 		– Sell
-23,891
Closed -$84K – 879
2015
Q3 		$84K Buy
23,891
+3,691
+18% +$20.7K ﹤0.01% 768
2015
Q2 		$174K Buy
20,200
+3,600
+22% +$32.5K ﹤0.01% 738
2015
Q1 		$159K Sell
16,600
-19,018
-53% -$177K ﹤0.01% 722
2014
Q4 		$350K Buy
+35,618
New +$375K 0.01% 656
2014
Q3 		– Sell
-16,784
Closed -$204K – 912
2014
Q2 		$204K Hold
16,784
– – ﹤0.01% 760
2014
Q1 		$217K Buy
+16,784
New +$221K ﹤0.01% 809

Other funds holding UTI

CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jacobs Levy Equity Management's UTI Position: Q4 2025 in Review

Jacobs Levy Equity Management sold out of Universal Technical Institute (UTI) in Q4 2025, closing a stake of 14,171 shares — an estimated $461K sold.

Jacobs Levy Equity Management first reported a position in UTI in Q1 2014 and held it in 38 quarters. The position peaked at $2.82M in Q2 2022. 228 funds tracked by Wall St. Rank hold UTI as of Q4 2025.

  • Jacobs Levy Equity Management reported no remaining Universal Technical Institute position as of Q4 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 14,171 Universal Technical Institute shares in Q4 2025, an estimated $461K.
  • Jacobs Levy Equity Management first reported a position in Universal Technical Institute in Q1 2014 and held it in 38 quarters.
  • Jacobs Levy Equity Management's Universal Technical Institute position peaked at $2.82M in Q2 2022.
  • 228 funds tracked by Wall St. Rank held Universal Technical Institute as of Q4 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2025, filed 13 Feb 2026.