Jacobs Solutions Inc.
MX ˙ BMV
SecurityMX:J / Jacobs Solutions Inc.
InstitutionGotham Asset Management, LLC
ManagerJoel Greenblatt
Latest Disclosed Ownership276,200 shares
Latest Disclosed Value $ 35,154,736
Gotham Asset Management, LLC reports 112.29% increase in ownership of J / Jacobs Solutions Inc.

On May 15, 2026 - Gotham Asset Management, LLC filed a 13F-HR form disclosing ownership of 276,200 shares of Jacobs Solutions Inc. (MX:J) valued at $35,154,736 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 130,108 shares of Jacobs Solutions Inc.. This represents a change in shares of 112.29% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F JACOBS SOLUTIONS COM 46982L108 276,200 146,092 112.29 35,155 103.98 0.1077
2026-02-17 2025-12-31 13F JACOBS SOLUTIONS COM 46982L108 130,108 2,654 2.08 17,234 -9.77 0.0629
2025-11-14 2025-09-30 13F JACOBS SOLUTIONS COM 46982L108 127,454 38,288 42.94 19,100 62.97 0.0831
2025-08-14 2025-06-30 13F JACOBS SOLUTIONS COM 46982L108 89,166 -87,804 -49.62 11,721 -45.22 0.0701
2025-05-15 2025-03-31 13F JACOBS SOLUTIONS COM 46982L108 176,970 41,326 30.47 21,394 18.04 0.1785
2025-02-14 2024-12-31 13F JACOBS SOLUTIONS COM 46982L108 135,644 15,249 12.67 18,125 15.01 0.1718
2024-11-14 2024-09-30 13F JACOBS SOLUTIONS COM 46982L108 120,395 51,148 73.86 15,760 62.90 0.1630
2024-08-14 2024-06-30 13F JACOBS SOLUTIONS COM 46982L108 69,247 -5,442 -7.29 9,674 -15.74 0.1253
2024-05-15 2024-03-31 13F JACOBS SOLUTIONS COM 46982L108 74,689 22,525 43.18 11,482 69.59 0.1734
2024-02-14 2023-12-31 13F JACOBS SOLUTIONS COM 46982L108 52,164 34,115 189.01 6,771 174.87 0.1256
2023-11-14 2023-09-30 13F JACOBS SOLUTIONS COM 46982L108 18,049 2,741 17.91 2,464 35.40 0.0509
2023-08-14 2023-06-30 13F JACOBS SOLUTIONS COM 46982L108 15,308 -11,191 -42.23 1,820 -41.57 0.0396
2023-05-15 2023-03-31 13F JACOBS SOLUTIONS COM 46982L108 26,499 11,857 80.98 3,114 77.08 0.0755
2023-02-14 2022-12-31 13F JACOBS SOLUTIONS COM 46982L108 14,642 3,521 31.66 1,758 45.65 0.0495
2022-11-14 2022-09-30 13F JACOBS SOLUTIONS COM 46982L108 11,121 967 9.52 1,207 -6.51 0.0361
2022-08-15 2022-06-30 13F JACOBS ENGR GROUP COM 469814107 10,154 -37,290 -78.60 1,291 -80.25 0.0415
2022-05-16 2022-03-31 13F JACOBS ENGR GROUP COM 469814107 47,444 7,166 17.79 6,538 16.58 0.2024
2022-02-14 2021-12-31 13F JACOBS ENGR GROUP COM 469814107 40,278 6,893 20.65 5,608 26.73 0.1809
2021-11-15 2021-09-30 13F JACOBS ENGR GROUP COM 469814107 33,385 17,635 111.97 4,425 110.61 0.1795
2021-08-16 2021-06-30 13F JACOBS ENGR GROUP COM 469814107 15,750 -24,210 -60.59 2,101 -59.33 0.0890
2021-05-17 2021-03-31 13F JACOBS ENGR GROUP COM 469814107 39,960 31,848 392.60 5,166 484.39 0.2304
2021-02-16 2020-12-31 13F JACOBS ENGR GROUP COM 469814107 8,112 8,112 884 0.0292
2020-05-15 2020-03-31 13F JACOBS ENGR GROUP COM 469814107 0 -161,795 -100.00 0 -100.00
2020-02-14 2019-12-31 13F JACOBS ENGR GROUP COM 469814107 161,795 -73,813 -31.33 14,534 -32.58 0.2668
2019-11-14 2019-09-30 13F JACOBS ENGR GROUP COM 469814107 235,608 232,941 8,734.20 21,558 9,481.33 0.3809
2019-08-14 2019-06-30 13F JACOBS ENGR GROUP COM 469814107 2,667 2,667 225 0.0036
2019-05-15 2019-03-31 13F JACOBS ENGR GROUP INC DEL COM 469814107 0 -261,823 -100.00 0 -100.00
2019-02-14 2018-12-31 13F JACOBS ENGR GROUP INC DEL COM 469814107 261,823 -37,298 -12.47 15,306 -33.11 0.2378
2018-11-14 2018-09-30 13F JACOBS ENGR GROUP INC DEL COM 469814107 299,121 295,353 7,838.46 22,883 9,474.48 0.3160
2018-08-14 2018-06-30 13F JACOBS ENGR GROUP INC DEL COM 469814107 3,768 -1,271 -25.22 239 -19.80 0.0035
2018-05-15 2018-03-31 13F JACOBS ENGR GROUP INC DEL COM 469814107 5,039 -178,846 -97.26 298 -97.54 0.0042
2018-02-14 2017-12-31 13F JACOBS ENGR GROUP INC DEL COM 469814107 183,885 -88,766 -32.56 12,129 -23.65 0.1761
2017-11-14 2017-09-30 13F JACOBS ENGR GROUP INC DEL COM 469814107 272,651 14,181 5.49 15,887 13.01 0.2332
2017-08-14 2017-06-30 13F JACOBS ENGR GROUP INC DEL COM 469814107 258,470 -30,570 -10.58 14,058 -12.02 0.1972
2017-05-15 2017-03-31 13F JACOBS ENGR GROUP INC DEL COM 469814107 289,040 -193,710 -40.13 15,978 -41.93 0.2029
2017-02-14 2016-12-31 13F JACOBS ENGR GROUP INC DEL COM 469814107 482,750 44,224 10.08 27,517 21.32 0.3542
2016-11-14 2016-09-30 13F JACOBS ENGR GROUP INC DEL COM 469814107 438,526 84,486 23.86 22,681 28.61 0.2953
2016-08-15 2016-06-30 13F JACOBS ENGR GROUP INC DEL COM 469814107 354,040 283,268 400.25 17,635 472.19 0.2114
2016-05-16 2016-03-31 13F JACOBS ENGR GROUP INC DEL COM 469814107 70,772 -560,026 -88.78 3,082 -88.35 0.0345
2016-02-16 2015-12-31 13F JACOBS ENGR GROUP INC DEL COM 469814107 630,798 -306,623 -32.71 26,462 -24.58 0.2873
2015-11-16 2015-09-30 13F JACOBS ENGR GROUP INC DEL COM 469814107 937,421 382,075 68.80 35,088 55.55 0.3424
2015-08-14 2015-06-30 13F JACOBS ENGR GROUP INC DEL COM 469814107 555,346 -561,194 -50.26 22,558 -55.26 0.1887
2015-05-15 2015-03-31 13F JACOBS ENGR GROUP INC DEL COM 469814107 1,116,540 -398,112 -26.28 50,423 -25.51 0.3846
2015-02-17 2014-12-31 13F JACOBS ENGR GROUP INC DEL COM 469814107 1,514,652 1,453,441 2,374.48 67,690 1,655.45 0.5479
2014-02-14 2013-12-31 13F JACOBS ENGR GROUP INC DEL COM 469814107 61,211 -94,774 -60.76 3,856 -57.51 0.0918
2013-11-14 2013-09-30 13F JACOBS ENGR GROUP INC DEL COM 469814107 155,985 128,883 475.55 9,075 507.43 0.2947
2013-08-15 2013-06-30 13F/A-1 JACOBS ENGR GROUP INC DEL COM 469814107 27,102 27,102 1,494 0.0640
2013-08-14 2013-06-30 13F JACOBS ENGR GROUP INC DEL COM 469814107 27,102 1,494 0.0637
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.