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← Jane Street Group LLC, its record

Jane Street Group LLC and Man Group PLC: where the books meet

At Q2 2026, at least 4.8% of the two 13F books was the same, across 75 stocks both listed, against 5.3% at Q1 2018. 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
0%4%8%Q1 2018: 5.3%, 51 in both18Q2 2018: 5.9%, 66 in bothQ3 2018: 5.5%, 59 in bothQ4 2018: 2.4%, 43 in bothQ1 2019: 6.8%, 73 in both19Q2 2019: 5.0%, 57 in bothQ3 2019: 3.4%, 42 in bothQ4 2019: 4.2%, 41 in bothQ1 2020: 3.7%, 46 in both20Q2 2020: 3.7%, 56 in bothQ3 2020: 4.0%, 39 in bothQ4 2020: 4.7%, 51 in bothQ1 2021: 4.7%, 52 in both21Q2 2021: 4.5%, 47 in bothQ3 2021: 3.5%, 41 in bothQ4 2021: 5.1%, 51 in bothQ1 2022: 3.8%, 45 in both22Q2 2022: 3.7%, 47 in bothQ3 2022: 4.4%, 52 in bothQ4 2022: 4.0%, 51 in bothQ1 2023: 4.8%, 63 in both23Q2 2023: 6.3%, 80 in bothQ3 2023: 4.5%, 77 in bothQ4 2023: 7.9%, 75 in bothQ1 2024: 4.5%, 76 in both24Q2 2024: 7.8%, 104 in bothQ3 2024: 4.4%, 52 in bothQ4 2024: 4.4%, 68 in bothQ1 2025: 3.3%, 54 in both25Q2 2025: 3.6%, 61 in bothQ3 2025: 4.9%, 77 in bothQ4 2025: 4.6%, 65 in bothQ1 2026: 2.5%, 51 in both26Q2 2026: 4.8%, 75 in both
  • Q1 2018: 5.3%, 51 in both
  • Q2 2018: 5.9%, 66 in both
  • Q3 2018: 5.5%, 59 in both
  • Q4 2018: 2.4%, 43 in both
  • Q1 2019: 6.8%, 73 in both
  • Q2 2019: 5.0%, 57 in both
  • Q3 2019: 3.4%, 42 in both
  • Q4 2019: 4.2%, 41 in both
  • Q1 2020: 3.7%, 46 in both
  • Q2 2020: 3.7%, 56 in both
  • Q3 2020: 4.0%, 39 in both
  • Q4 2020: 4.7%, 51 in both
  • Q1 2021: 4.7%, 52 in both
  • Q2 2021: 4.5%, 47 in both
  • Q3 2021: 3.5%, 41 in both
  • Q4 2021: 5.1%, 51 in both
  • Q1 2022: 3.8%, 45 in both
  • Q2 2022: 3.7%, 47 in both
  • Q3 2022: 4.4%, 52 in both
  • Q4 2022: 4.0%, 51 in both
  • Q1 2023: 4.8%, 63 in both
  • Q2 2023: 6.3%, 80 in both
  • Q3 2023: 4.5%, 77 in both
  • Q4 2023: 7.9%, 75 in both
  • Q1 2024: 4.5%, 76 in both
  • Q2 2024: 7.8%, 104 in both
  • Q3 2024: 4.4%, 52 in both
  • Q4 2024: 4.4%, 68 in both
  • Q1 2025: 3.3%, 54 in both
  • Q2 2025: 3.6%, 61 in both
  • Q3 2025: 4.9%, 77 in both
  • Q4 2025: 4.6%, 65 in both
  • Q1 2026: 2.5%, 51 in both
  • Q2 2026: 4.8%, 75 in both

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.

StockJane Street Group LLCMan Group PLC
Spdr S&P 500 Etf Trust(SPY)2.7%Added1.4%New
Amazon Com Inc(AMZN)0.3%Added1.7%Added
Nvidia Corp(NVDA)0.2%Added3.5%Added
Microsoft Corp(MSFT)0.1%Added1.6%Trimmed
Facebook Inc(META)0.1%Added0.8%Trimmed
093712107(BE)0.1%Trimmed0.1%Trimmed
Apple Inc(AAPL)under 0.1%Added3.0%Added
G7997r103(STX)0.1%Addedunder 0.1%Added
Cisco Sys Inc(CSCO)under 0.1%Added0.1%Trimmed
Intel Corp(INTC)under 0.1%Added0.2%Added
Advanced Micro Devices Inc(AMD)under 0.1%Added0.7%Trimmed
SanDisk Corp(SNDK)0.2%Trimmedunder 0.1%Trimmed
Dell Technologies Inc(DELL)under 0.1%Trimmedunder 0.1%Added
Micron Technology Inc(MU)under 0.1%Trimmed0.9%Trimmed
Celestica Inc(CLS)under 0.1%Trimmedunder 0.1%Trimmed
Palo Alto Networks Inc(PANW)under 0.1%Addedunder 0.1%Added
Palantir Technologies Inc(PLTR)under 0.1%Trimmedunder 0.1%Trimmed
443201108(HWM)under 0.1%Added0.2%Added
Intuit(INTU)under 0.1%Added0.3%Added
Coreweave Inc(CRWV)0.1%Addedunder 0.1%Trimmed

and 55 smaller ones

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.

  • Microsoft Corp(MSFT)Jane Street Group LLC added; Man Group PLC trimmed
  • Coreweave Inc(CRWV)Jane Street Group LLC added; Man Group PLC trimmed
  • Facebook Inc(META)Jane Street Group LLC added; Man Group PLC trimmed
  • Cisco Sys Inc(CSCO)Jane Street Group LLC added; Man Group PLC trimmed
  • Dell Technologies Inc(DELL)Jane Street Group LLC trimmed; Man Group PLC added
  • Advanced Micro Devices Inc(AMD)Jane Street Group LLC added; Man Group PLC trimmed
  • Oracle Corp(ORCL)Jane Street Group LLC added; Man Group PLC trimmed
  • Western Digital Corp(WDC)Jane Street Group LLC added; Man Group PLC trimmed
  • Mckesson Corp(MCK)Jane Street Group LLC added; Man Group PLC trimmed
  • Qualcomm Inc(QCOM)Jane Street Group LLC added; Man Group PLC trimmed
  • Lilly Eli & Co(LLY)Jane Street Group LLC added; Man Group PLC trimmed
  • Alphabet Inc(GOOG)Jane Street Group LLC added; Man Group PLC trimmed
Jane Street Group LLC: the recordMan Group PLC: the record

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