Jana Partners and Jane Street Group LLC: where the books meet

At Q2 2026, at least 2.7% of the two 13F books was the same, across 1 stock both listed, against 0.3% at Q1 2014. Overlap is the smaller of each shared stock’s two weights, added up: the part of one book that could be swapped for the other’s without a trade.

Overlap by quarter

Only quarters both managers filed. Where either filing has more positions than are read each quarter, a stock both hold below that range is not counted, so the figure is a floor.

What the overlap is made of, Q2 2026

Stocks both listed, by the smaller of the two weights. A weight is the stock’s share of that manager’s reported book, which says how large the position is, not how strongly it is held.

Stock	Jana Partners	Jane Street Group LLC
Spdr S&P 500 Etf Trust(SPY)	13%Trimmed	2.7%Added

Moved different ways in Q2 2026

Stocks one manager started or added to while the other trimmed or sold out, between the same two quarter ends. A 13F shows the quarter ends, never when in between anything was bought or sold, or why.

Spdr S&P 500 Etf Trust(SPY)Jana Partners trimmed; Jane Street Group LLC added

Jana Partners: the record Jane Street Group LLC: the record

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