Is Jacobs Solutions Inc. (J) A Good Stock To Buy Now?
Is J a good stock to buy? We came across a bullish thesis on Jacobs Solutions Inc. on InfoArb Sheets’s Substack. In this article, we will summarize the bulls’ thesis on J.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 1,198,535 | $151,866,369 | +60% | 0.07% |
| 2. | Two Sigma Advisors John Overdeck And David Siegel | 818,443 | $104,171,425 | +486% | 0.08% |
| 3. | L1 Capital David Steinthal | 714,271 | $90,912,413 | -2% | 5.42% |
| 4. | Renaissance Technologies Jim Simons | 390,000 | $49,639,200 | +69% | 0.08% |
| 5. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 327,432 | $41,675,545 | -44% | 0.02% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $111.09 | 3,601 | $400,035.09 | 333,755 | 2026-05-15 | Filing | |
| $112.56 | 253 | $28,477.68 | 12,504 | 2026-05-13 | Filing | |
| $121.93 | 403 | $49,137.39 | 12,251 | 2026-05-08 | Filing | |
| $134.76 | 1,000 | $134,760.00 | 1,000 | 2025-11-24 | Filing | |
| $135.11 | 750 | $101,332.50 | 20,785 | 2025-11-24 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $150.84 | 884 | $133,342.56 | 44,685 | 2024-08-29 | Filing | |
| $150.87 | 1,014 | $152,977.11 | 42,069 | 2024-08-29 | Filing | |
| $150.14 | 4,167 | $625,633.38 | 24,564 | 2024-08-29 | Filing | |
| $150.14 | 888 | $133,326.10 | 33,248 | 2024-08-29 | Filing | |
| $150.11 | 1,019 | $152,962.09 | 30,636 | 2024-08-29 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 10,488,712 | $1,335,003,308 | 0.02% | |
| 2. | 7,632,811 | $971,504,184 | 0.02% | |
| 3. | 7,252,560 | $923,105,837 | 0.03% | |
| 4. | 4,759,873 | $605,836,635 | 0.03% | |
| 5. | 4,515,479 | $574,730,166 | 0.45% |