Cliff Asness's J Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 1.2 M shares of Jacobs Solutions Inc. (J) worth $151.87 M, representing 0.07% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 54 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in J, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2017, adding 886,230 shares. Largest reduction occurred in Q1 2018, reducing 842,534 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Jacobs Solutions (J) Holding Value Over Time
Track share changes against reported price movement
Quarterly Jacobs Solutions (J) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +446,716 | Add 59.42% | 1.2 M | $126.71 |
| Q4 2025 | -263,614 | Reduce 25.96% | 751,819 | $132.46 |
| Q3 2025 | -273,410 | Reduce 21.21% | 1.02 M | $148.74 |
| Q2 2025 | +525,291 | Add 68.80% | 1.29 M | $130.50 |
| Q1 2025 | +3,250 | Add 0.43% | 763,552 | $120.08 |
| Q4 2024 | +120,974 | Add 18.92% | 760,302 | $133.23 |
| Q3 2024 | +131,764 | Add 25.96% | 639,328 | $130.90 |
| Q2 2024 | +101,043 | Add 24.86% | 507,564 | $139.71 |
| Q1 2024 | +46,949 | Add 13.06% | 406,521 | $153.73 |
| Q4 2023 | +41,948 | Add 13.21% | 359,572 | $129.80 |
| Q3 2023 | +48,811 | Add 18.16% | 317,624 | $136.50 |
| Q2 2023 | +62,440 | Add 30.26% | 268,813 | $118.66 |
| Q1 2023 | +154,122 | Add 294.96% | 206,373 | $117.13 |
| Q4 2022 | -16,227 | Reduce 23.70% | 52,251 | $119.66 |
| Q3 2022 | -29,474 | Reduce 30.09% | 68,478 | $108.49 |
| Q2 2022 | -49,890 | Reduce 33.75% | 97,952 | $123.30 |
| Q1 2022 | +119,848 | Add 428.12% | 147,842 | $137.81 |
| Q4 2021 | -3,960 | Reduce 12.39% | 27,994 | $138.82 |
| Q3 2021 | -17,712 | Reduce 35.66% | 31,954 | $132.53 |
| Q2 2021 | -47,136 | Reduce 48.69% | 49,666 | $132.02 |
| Q1 2021 | +26,566 | Add 37.82% | 96,802 | $127.82 |
| Q4 2020 | +64,875 | Add 1210.13% | 70,236 | $107.45 |
| Q3 2020 | -36,956 | Reduce 87.33% | 5,361 | $92.71 |
| Q2 2020 | -3,976 | Reduce 8.59% | 42,317 | $84.53 |
| Q1 2020 | +13,439 | Add 40.91% | 46,293 | $79.28 |
| Q4 2019 | -31,782 | Reduce 49.17% | 32,854 | $89.82 |
| Q3 2019 | -36,708 | Reduce 36.22% | 64,636 | $91.50 |
| Q2 2019 | -67,448 | Reduce 39.96% | 101,344 | $83.84 |
| Q1 2019 | -54,402 | Reduce 24.37% | 168,792 | $75.19 |
| Q4 2018 | +189,171 | Add 556.01% | 223,194 | $58.46 |
| Q3 2018 | +12,759 | Add 60.00% | 34,023 | $76.51 |
| Q2 2018 | -320,207 | Reduce 93.77% | 21,264 | $63.49 |
| Q1 2018 | -842,534 | Reduce 71.16% | 341,471 | $59.15 |
| Q4 2017 | +14,082 | Add 1.20% | 1.18 M | $65.96 |
| Q3 2017 | -656,061 | Reduce 35.93% | 1.17 M | $58.27 |
| Q2 2017 | -827,157 | Reduce 31.18% | 1.83 M | $54.39 |
| Q1 2017 | +886,230 | Add 50.16% | 2.65 M | $55.28 |
| Q4 2016 | +459,937 | Add 35.19% | 1.77 M | $57.00 |
| Q3 2016 | +627,202 | Add 92.27% | 1.31 M | $51.72 |
| Q2 2016 | +293,617 | Add 76.04% | 679,772 | $49.81 |
| Q1 2016 | -118,217 | Reduce 23.44% | 386,155 | $43.55 |
| Q4 2015 | +385,668 | Add 324.90% | 504,372 | $41.95 |
| Q3 2015 | +42,598 | Add 55.97% | 118,704 | $37.43 |
| Q2 2015 | +51,906 | Add 214.49% | 76,106 | $40.61 |
| Q1 2015 | -91,828 | Reduce 79.14% | 24,200 | $45.17 |
| Q4 2014 | +16,746 | Add 16.87% | 116,028 | $44.69 |
| Q3 2014 | -39,601 | Reduce 28.51% | 99,282 | $48.82 |
| Q2 2014 | -28,120 | Reduce 16.84% | 138,883 | $53.28 |
| Q1 2014 | -118,500 | Reduce 41.51% | 167,003 | $63.50 |
| Q4 2013 | +169,930 | Add 147.03% | 285,503 | $62.99 |
| Q3 2013 | +87,982 | Add 318.88% | 115,573 | $58.18 |
| Q2 2013 | +27,591 | Add 0.00% | 27,591 | $55.13 |
| Q4 2012 | +30,482 | Add 0.00% | 30,482 | $42.58 |
Cliff Asness's Jacobs Solutions Investment FAQs
Cliff Asness first purchased Jacobs Solutions Inc. (J) in Q4 2012, acquiring 30,482 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Jacobs Solutions Inc. (J) for 54 quarters since Q4 2012.
Cliff Asness's largest addition to Jacobs Solutions Inc. (J) was in Q1 2017, adding 2,653,141 shares worth $146.66 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 1,198,535 shares of Jacobs Solutions Inc. (J), valued at approximately $151.87 M.
As of the Q1 2026 filing, Jacobs Solutions Inc. (J) represents approximately 0.07% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Jacobs Solutions Inc. (J) was 2,653,141 shares, as reported at the end of Q1 2017.