Cliff Asness's J Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 1.02 M shares of Jacobs Solutions Inc. (J) worth $151.04 M, representing 0.10% of the portfolio. First purchased in 2022-Q3, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in J, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 525,291 shares. Largest reduction occurred in Q3 2025, reducing 273,410 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2022 | +68,478 | New Buy | 68,478 | $108.49 |
| Q4 2022 | -16,227 | Reduce 23.70% | 52,251 | $119.66 |
| Q1 2023 | +154,122 | Add 294.96% | 206,373 | $117.13 |
| Q2 2023 | +62,440 | Add 30.26% | 268,813 | $118.66 |
| Q3 2023 | +48,811 | Add 18.16% | 317,624 | $136.50 |
| Q4 2023 | +41,948 | Add 13.21% | 359,572 | $129.80 |
| Q1 2024 | +46,949 | Add 13.06% | 406,521 | $153.73 |
| Q2 2024 | +101,043 | Add 24.86% | 507,564 | $139.71 |
| Q3 2024 | +131,764 | Add 25.96% | 639,328 | $130.90 |
| Q4 2024 | +120,974 | Add 18.92% | 760,302 | $133.23 |
| Q1 2025 | +3,250 | Add 0.43% | 763,552 | $120.08 |
| Q2 2025 | +525,291 | Add 68.80% | 1.29 M | $130.50 |
| Q3 2025 | -273,410 | Reduce 21.21% | 1.02 M | $148.74 |
Cliff Asness's Jacobs Solutions Investment FAQs
Cliff Asness first purchased Jacobs Solutions Inc. (J) in Q3 2022, acquiring 68,478 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 13 quarters since Q3 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's largest addition to Jacobs Solutions Inc. (J) was in Q2 2025, adding 1,288,843 shares worth $168.19 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 1,015,433 shares of Jacobs Solutions Inc. (J), valued at approximately $151.04 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Jacobs Solutions Inc. (J) represents approximately 0.10% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's peak holding in Jacobs Solutions Inc. (J) was 1,288,843 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.