OCA
J icon

Otter Creek Advisors’s Jacobs Solutions J Stock Holding History

Otter Creek Advisors’s Portfolio J Stock Details J Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$3.93M Buy
26,200
+2,055
+9% +$295K 3.9% 15
2025
Q2 		$3.17M Sell
24,145
-2,705
-10% -$334K 2.25% 27
2025
Q1 		$3.21M Sell
26,850
-9,308
-26% -$1.2M 1.93% 25
2024
Q4 		$4.78M Buy
+36,158
New +$4.98M 3.29% 16
2024
Q2 		– Sell
-42,675
Closed -$5.43M – 45
2024
Q1 		$5.43M Buy
42,675
+15,004
+54% +$1.76M 3.22% 7
2023
Q4 		$2.97M Sell
27,671
-14,523
-34% -$1.58M 1.76% 20
2023
Q3 		$4.76M Sell
42,194
-17,181
-29% -$1.85M 3.65% 9
2023
Q2 		$5.84M Buy
59,375
+21,436
+57% +$2.04M 3.42% 6
2023
Q1 		$3.69M Sell
37,939
-3,613
-9% -$361K 2.64% 8
2022
Q4 		$4.13M Sell
41,552
-6,771
-14% -$665K 2.7% 13
2022
Q3 		$4.33M Buy
48,323
+1,028
+2% +$107K 3.53% 2
2022
Q2 		$4.97M Buy
47,295
+3,967
+9% +$444K 3.33% 9
2022
Q1 		$4.94M Buy
43,328
+1,255
+3% +$135K 2% 13
2021
Q4 		$4.84M Sell
42,073
-10,538
-20% -$1.22M 3.14% 7
2021
Q3 		$5.77M Buy
52,611
+176
+0.3% +$19.5K 3.06% 9
2021
Q2 		$5.78M Buy
52,435
+4,638
+10% +$524K 2.54% 8
2021
Q1 		$5.11M Buy
47,797
+9,926
+26% +$947K 3.36% 3
2020
Q4 		$3.41M Buy
37,871
+110
+0.3% +$9.32K 2.72% 15
2020
Q3 		$2.9M Sell
37,761
-10,572
-22% -$773K 2.57% 18
2020
Q2 		$3.39M Sell
48,333
-13,989
-22% -$943K 2.68% 14
2020
Q1 		$4.09M Buy
62,322
+4,231
+7% +$318K 4.42% 3
2019
Q4 		$4.32M Buy
58,091
+1,078
+2% +$81.6K 2.13% 12
2019
Q3 		$4.32M Buy
57,013
+14,203
+33% +$1.02M 2.39% 16
2019
Q2 		$2.99M Hold
42,810
– – 1.16% 44
2019
Q1 		$2.66M Sell
42,810
-5,899
-12% -$332K 0.81% 47
2018
Q4 		$2.35M Buy
+48,709
New +$2.78M 0.84% 53

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Otter Creek Advisors's J Position: Q3 2025 in Review

Otter Creek Advisors increased its Jacobs Solutions (J) stake by 8.5% in Q3 2025, buying an estimated $295K and bringing the position to 26,200 shares worth $3.93M. The position accounts for 3.9% of the portfolio, ranked #15.

Otter Creek Advisors first reported a position in J in Q4 2018 and has held it in 26 quarters since. The position peaked at $5.84M in Q2 2023. 875 funds tracked by Wall St. Rank hold J as of Q3 2025.

  • Otter Creek Advisors held 26,200 shares of Jacobs Solutions worth $3.93M as of Q3 2025.
  • Otter Creek Advisors bought 2,055 Jacobs Solutions shares in Q3 2025, an estimated $295K.
  • Jacobs Solutions made up 3.9% of Otter Creek Advisors's portfolio in Q3 2025, its #15 holding.
  • Otter Creek Advisors first reported a position in Jacobs Solutions in Q4 2018 and has held it in 26 quarters since.
  • Otter Creek Advisors's Jacobs Solutions position peaked at $5.84M in Q2 2023.
  • 875 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2025.

Based on Otter Creek Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.