Sepio Capital’s Jacobs Solutions J Stock Holding History

Sepio Capital’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
2026 Q1	$605K	Buy	4,751 +220	+5%	+$29.9K	0.03%	233
2025 Q4	$600K	Buy	+4,531	New	+$665K	0.03%	220

Other funds holding J

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Sepio Capital's J Position: Q1 2026 in Review

Sepio Capital increased its Jacobs Solutions (J) stake by 4.9% in Q1 2026, buying an estimated $29.9K and bringing the position to 4,751 shares worth $605K. The position accounts for 0.03% of the portfolio, ranked #233.

Sepio Capital first reported a position in J in Q4 2025 and has held it in 2 quarters since. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

Sepio Capital held 4,751 shares of Jacobs Solutions worth $605K as of Q1 2026.
Sepio Capital bought 220 Jacobs Solutions shares in Q1 2026, an estimated $29.9K.
Jacobs Solutions made up 0.03% of Sepio Capital's portfolio in Q1 2026, its #233 holding.
Sepio Capital first reported a position in Jacobs Solutions in Q4 2025 and has held it in 2 quarters since.
912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Sepio Capital's 13F filing for Q1 2026, filed 13 May 2026.