Walleye Capital’s Jacobs Solutions J Stock Holding History

Walleye 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	$458K	Buy	3,600 +2,700	+300%	+$367K	﹤0.01%	2736
2025 Q4	$119K	Sell	900 -400	-31%	-$58.7K	﹤0.01%	3803
2025 Q3	$195K	Buy	+1,300	New	+$187K	﹤0.01%	3330
2025 Q1	–	Sell	-7,878	Closed	-$1.04M	–	4670
2024 Q4	$1.04M	Sell	7,878 -7,979	-50%	-$1.1M	﹤0.01%	2350
2024 Q3	$2.06M	Sell	15,857 -2,882	-15%	-$347K	﹤0.01%	1926
2024 Q2	$2.17M	Sell	18,739 -15,717	-46%	-$1.84M	﹤0.01%	2025
2024 Q1	$4.38M	Buy	34,456 +11,969	+53%	+$1.4M	0.01%	1388
2023 Q4	$2.41M	Buy	22,487 +19,706	+709%	+$2.15M	0.01%	1648
2023 Q3	$314K	Buy	+2,781	New	+$300K	﹤0.01%	3190
2019 Q2	–	Sell	-10,034	Closed	-$624K	–	1880
2019 Q1	$624K	Buy	+10,034	New	+$565K	0.1%	309

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

Walleye Capital's J Position: Q1 2026 in Review

Walleye Capital increased its Jacobs Solutions (J) stake by 867% in Q1 2026, buying an estimated $7.65M and bringing the position to 62,771 shares worth $7.99M. The position accounts for 0.03% of the portfolio, ranked #514.

Walleye Capital first reported a position in J in Q4 2020 and has held it in 13 quarters since. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

Walleye Capital held 62,771 shares of Jacobs Solutions worth $7.99M as of Q1 2026.
Walleye Capital bought 56,282 Jacobs Solutions shares in Q1 2026, an estimated $7.65M.
Jacobs Solutions made up 0.03% of Walleye Capital's portfolio in Q1 2026, its #514 holding.
Walleye Capital first reported a position in Jacobs Solutions in Q4 2020 and has held it in 13 quarters since.
912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Walleye Capital's 13F filing for Q1 2026, filed 11 May 2026.