Jacobs Solutions Inc.
US ˙ NYSE

SecurityJ / Jacobs Solutions Inc.
InstitutionSei Investments Co
Latest Disclosed Ownership260,548 shares
Latest Disclosed Value $ 34,511,829
Sei Investments Co reports 4.28% increase in ownership of J / Jacobs Solutions Inc.

On February 13, 2026 - Sei Investments Co filed a 13F-HR form disclosing ownership of 260,548 shares of Jacobs Solutions Inc. (US:J) valued at $34,512,188 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 249,847 shares of Jacobs Solutions Inc.. This represents a change in shares of 4.28% during the quarter. The current value of the position is $32,195,916 USD.

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)
2026-02-13 2025-12-31 13F JACOBS SOLUTIONS COM 46982L108 260,548 10,701 4.28 34,512 -7.83 0.0341
2025-11-13 2025-09-30 13F JACOBS SOLUTIONS COM 46982L108 249,847 16,181 6.92 37,443 21.90 0.0403
2025-08-14 2025-06-30 13F JACOBS SOLUTIONS COM 46982L108 233,666 4,349 1.90 30,715 10.80 0.0356
2025-05-14 2025-03-31 13F/A-1 JACOBS SOLUTIONS COM 46982L108 229,317 -12,683 -5.24 27,722 -14.27 0.0357
2025-05-13 2025-03-31 13F JACOBS SOLUTIONS COM 46982L108 247,144 5,144 32,806 0.0357
2025-02-11 2024-12-31 13F JACOBS SOLUTIONS COM 46982L108 242,000 -1,716 -0.70 32,336 1.36 0.0415
2024-11-12 2024-09-30 13F JACOBS SOLUTIONS COM 46982L108 243,716 -28,044 -10.32 31,902 -15.98 0.0414
2024-08-13 2024-06-30 13F JACOBS SOLUTIONS COM 46982L108 271,760 66,002 32.08 37,968 20.03 0.0538
2024-05-07 2024-03-31 13F JACOBS SOLUTIONS COM 46982L108 205,758 -5,667 -2.68 31,631 15.26 0.0463
2024-02-14 2023-12-31 13F JACOBS SOLUTIONS COM 46982L108 211,425 7,710 3.78 27,443 -1.31 0.0441
2023-11-14 2023-09-30 13F JACOBS SOLUTIONS COM 46982L108 203,715 -13,899 -6.39 27,807 7.48 0.0500
2023-08-11 2023-06-30 13F JACOBS SOLUTIONS COM 46982L108 217,614 -8,382 -3.71 25,872 -2.58 0.0451
2023-05-12 2023-03-31 13F JACOBS SOLUTIONS COM 46982L108 225,996 110,079 94.96 26,557 90.80 0.0493
2023-02-10 2022-12-31 13F JACOBS SOLUTIONS COM 46982L108 115,917 -66,121 -36.32 13,918 -29.53 0.0309
2022-11-14 2022-09-30 13F JACOBS SOLUTIONS COM 46982L108 182,038 58,837 47.76 19,749 26.09 0.0441
2022-08-15 2022-06-30 13F JACOBS ENGR GROUP COM 469814107 123,201 59,524 93.48 15,663 78.50 0.0338
2022-05-13 2022-03-31 13F JACOBS ENGR GROUP COM 469814107 63,677 11,850 22.86 8,775 21.59 0.0176
2022-02-14 2021-12-31 13F JACOBS ENGR GROUP COM 469814107 51,827 -5,117 -8.99 7,217 -4.37 0.0135
2021-11-12 2021-09-30 13F JACOBS ENGR GROUP COM 469814107 56,944 -741 -1.28 7,547 -1.94 0.0158
2021-08-06 2021-06-30 13F JACOBS ENGR GROUP COM 469814107 57,685 -10,640 -15.57 7,696 -12.86 0.0171
2021-05-12 2021-03-31 13F JACOBS ENGR GROUP COM 469814107 68,325 -23,045 -25.22 8,832 -11.29 0.0223
2021-02-08 2020-12-31 13F JACOBS ENGR GROUP COM 469814107 91,370 -4,560 -4.75 9,956 11.88 0.0257
2020-12-04 2020-09-30 13F/A-1 JACOBS ENGR GROUP COM 469814107 95,930 -6,035 -5.92 8,899 2.91 0.0258
2020-11-06 2020-09-30 13F JACOBS ENGR GROUP COM 469814107 98,480 -3,485 9,136 21,997.4567
2020-08-17 2020-06-30 13F/A-1 JACOBS ENGR GROUP COM 469814107 101,965 -5,125 -4.79 8,647 1.86 0.0268
2020-08-11 2020-06-30 13F JACOBS ENGR GROUP COM 469814107 113,206 6,116 10,156 27,548.6906
2020-05-14 2020-03-31 13F JACOBS ENGR GROUP COM 469814107 107,090 -4,153 -3.73 8,489 -15.05 0.0312
2020-02-06 2019-12-31 13F JACOBS ENGR GROUP COM 469814107 111,243 -4,712 -4.06 9,993 -5.82 0.0298
2019-11-12 2019-09-30 13F JACOBS ENGR GROUP COM 469814107 115,955 71,460 160.60 10,610 182.56 0.0271
2019-08-14 2019-06-30 13F JACOBS ENGR GROUP COM 469814107 44,495 3,572 8.73 3,755 22.03 0.0123
2019-05-15 2019-03-31 13F JACOBS ENGR GROUP COM 469814107 40,923 -14,808 -26.57 3,077 -27.82 0.0103
2019-02-13 2018-12-31 13F JACOBS ENGR GROUP INC DEL COM 469814107 55,731 0 0.00 4,263 0.00 0.0152
2018-11-08 2018-09-30 13F JACOBS ENGR GROUP INC DEL COM 469814107 55,731 -31,193 -35.89 4,263 -22.76 0.0155
2018-08-03 2018-06-30 13F JACOBS ENGR GROUP INC DEL COM 469814107 86,924 3,671 4.41 5,519 12.08 0.0188
2018-05-11 2018-03-31 13F JACOBS ENGR GROUP INC DEL COM 469814107 83,253 -33,073 -28.43 4,924 -35.83 0.0189
2018-02-08 2017-12-31 13F JACOBS ENGR GROUP INC DEL COM 469814107 116,326 -6,589 -5.36 7,673 7.13 0.0266
2017-11-06 2017-09-30 13F JACOBS ENGR GROUP INC DEL COM 469814107 122,915 30,419 32.89 7,162 42.39 0.0255
2017-07-31 2017-06-30 13F JACOBS ENGR GROUP INC DEL COM 469814107 92,496 29,558 46.96 5,030 44.54 0.0201
2017-05-05 2017-03-31 13F JACOBS ENGR GROUP INC DEL COM 469814107 62,938 14,957 31.17 3,480 27.24 0.0153
2017-02-02 2016-12-31 13F JACOBS ENGR GROUP INC DEL COM 469814107 47,981 -29,743 -38.27 2,735 -31.97 0.0132
2016-11-04 2016-09-30 13F JACOBS ENGR GROUP INC DEL COM 469814107 77,724 15,325 24.56 4,020 29.30 0.0204
2016-08-11 2016-06-30 13F JACOBS ENGR GROUP INC DEL COM 469814107 62,399 53,924 636.27 3,109 742.55 0.0186
2016-05-10 2016-03-31 13F/A-1 JACOBS ENGR GROUP INC DEL COM 469814107 8,475 3,081 57.12 369 63.27 0.0023
2016-02-03 2015-12-31 13F JACOBS ENGR GROUP INC DEL COM 469814107 5,394 -2,112 -28.14 226 -19.57 0.0014
2015-11-02 2015-09-30 13F/A-1 JACOBS ENGR GROUP INC DEL COM 469814107 7,506 101 1.36 281 -6.33 0.0026
2015-10-30 2015-09-30 13F JACOBS ENGR GROUP INC DEL COM 469814107 7,506 282
2015-08-07 2015-06-30 13F/A-1 JACOBS ENGR GROUP INC DEL COM 469814107 7,405 -432 -5.51 300 -15.25 0.0027
2015-08-04 2015-06-30 13F JACOBS ENGR GROUP INC DEL COM 469814107 7,405 -432 300 0.0027
2015-05-14 2015-03-31 13F/A-1 JACOBS ENGR GROUP INC DEL COM 469814107 7,837 1,709 27.89 354 29.20 0.0031
2015-05-01 2015-03-31 13F JACKSONVILLE BANCORP INC MD COM 469814107 7,837 354
2015-02-10 2014-12-31 13F JACOBS ENGR GROUP INC DEL COM 469814107 6,128 6,128 274 0.0024
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.