Jacobs Solutions (J)Ninety One UK Ltd reduced its stake -420K shares

2.84M

Shares reported · -420K vs prior quarter

0.80%

Disclosed portfolio weight

$357M

Reported value

Holdings as of

Jun 30, 2026

Filed

Jul 16, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Feb 7, 2025Congress · 1 personMembers of Congress: 2 purchases
2. Feb 19, 2026Federal contract · $15.7M obligatedDepartment of Transportation awarded Jacobs Solutions: $15.7M obligated to date
3. May 15, 2026Insider · Their first buy on recordCEO purchased ~$400K of J shares in the open market

What came next

1. Aug 4, 2026Company filing · Form 8-K · ResultsReported its results
2. Aug 7, 2026Federal contract · $45.0M obligatedDepartment of Homeland Security awarded Jacobs Solutions: $45M obligated to date
3. Aug 7, 2026Federal contract · $105.6M obligatedDepartment of Homeland Security awarded Jacobs Solutions: $106M obligated to date
4. Aug 7, 2026Insider · 1 personInsiders: 2 sales (~$2.5M)
5. Aug 10, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On August 10, 2026, Shannon Miller transitioned from her role as President, Strategy, Growth & Digital of Jacobs Solutions Inc. (the “Company”). Ms. Miller will serve as Special Advisor to the Company’s Chief Executive Officer until her departure from the Company, which will be no later than October 3, 2026.”
6. Aug 10, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On August 14, 2026, the Company filed the Original Form 8-K to report that Ms. Shannon Miller had transitioned from her role as President, Strategy, Growth & Digital of Jacobs Solutions Inc. (the “Company”) and would serve as Special Advisor to the Company’s Chief Executive Officer until her departure from the Company, which will be no later than October 3, 2026 (the “Separation Date”).”

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Jacobs Solutions

For Jacobs Solutions, OQRO holds 2 insider filings (SEC Form 4 or Form 144), 9 fund holdings reports (13F) and 3 federal contract awards dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its J page.

How this filing works

• SEC Form 13F

Other disclosures at Jacobs Solutions

• USAspending.gov award recordSep 17, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 13, 2026
• SEC Form 13F-HRAug 13, 2026

Everything OQRO holds on this company is on its J page.