JANA Partners Management, LP
New York, NY 14 processed 13Fs on this site, 2023 Q3 to 2026 Q2
- $1.9B
- 10 holdings
- 2026 Q2
- +18.4% QoQ
- Top 5 74.1%
Jana Partners Management's biggest moves in 2026 Q2 were opening Pure Storage, adding to Cooper Companies and Alkami Technology, trimming Mercury Systems and Fiserv, and selling out of Enhabit.
AUM over time
Latest book
| MRCY, Mercury Systems | Reduce −3.6% | 3,958,849 | $122.33 | $484M | −148,575 | +$185M | |
| COO, Cooper Companies | Add +0.5% | 3,582,480 | $71.71 | $257M | +17,322 | +$2M | |
| SPY, SPDR S&P 500 ETF Trust | Reduce −0.2% | 342,965 | $746.77 | $256M | −700 | +$33M | |
| LW, Lamb Weston | Add +7.7% | 5,394,635 | $43.18 | $233M | +386,000 | +$21M | |
| FISV, Fiserv | Reduce −17.4% | 3,662,080 | $49.05 | $180M | −773,525 | −$68M | |
| MKL, Markel Group | Add +1.9% | 76,743 | $1,953 | $150M | +1,436 | +$5.7M | |
| ALKT, Alkami Technology | Add +24.2% | 6,747,707 | $18.12 | $122M | +1,316,319 | +$37M | |
| FUN, Six Flags Entertainment | Hold | 4,116,099 | $21.30 | $88M | — | — | |
| PSTG, Pure Storage | New | 989,196 | $78.79 | $78M | +989,196 | +$78M | |
| RPD, Rapid7 | Add +0.1% | 6,749,936 | $8.10 | $55M | +6,283 | +$18M |
Exits / last held
Gone since 2026 Q1, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Enhabit | Exit | 0 | $14.09 | $29M | −2,090,412 | −$29M |
Filings history
12 periods, with AUM normalized
| Period | Holds | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 10 | $1.9B | +18.4% | 13F-HR | 8/14/2026 | 000090266426003486 |
| 2026 Q1 | 1 | $62M | — | new holds | 6/30/2026 | 000090266426002957 |
| 2026 Q1 | 10 | $1.6B | −16.4% | 13F-HR | 5/15/2026 | 000090266426002515 |
| 2025 Q4 | 12 | $1.9B | −6.9% | 13F-HR | 2/17/2026 | 000090266426001069 |
| 2025 Q3 | 12 | $2.1B | +3.7% | 13F-HR | 11/14/2025 | 000090266425005066 |
| 2025 Q2 | 10 | $2B | +2.8% | 13F-HR | 8/14/2025 | 000090266425003587 |
| 2025 Q1 | 10 | $1.9B | −4.7% | 13F-HR | 5/15/2025 | 000090266425002348 |
| 2024 Q4 | 11 | $2B | +5.6% | 13F-HR | 2/14/2025 | 000090266425001058 |
| 2024 Q3 | 12 | $1.9B | +12.6% | 13F-HR | 11/14/2024 | 000090266424006510 |
| 2024 Q2 | 12 | $1.7B | −6.6% | 13F-HR | 8/14/2024 | 000090266424005100 |
| 2024 Q1 | 10 | $1.8B | +18.1% | 13F-HR | 5/15/2024 | 000090266424003586 |
| 2023 Q4 | 8 | $1.5B | +13.4% | 13F-HR | 2/14/2024 | 000090266424001588 |
| 2023 Q3 | 1 | $36M | — | new holds | 11/16/2023 | 000090266423005626 |
| 2023 Q3 | 8 | $1.4B | — | 13F-HR | 11/14/2023 | 000090266423005550 |
About
JANA Partners Management, LP
14 processed 13Fs on this site, 2023 Q3 to 2026 Q2