SEC 13F Intelligence

Jacobson & Schmitt Advisors, LLC / AKX

Jacobson & Schmitt Advisors, LLC’s Ansys Inc Position

Does Jacobson & Schmitt Advisors, LLC own Ansys Inc (AKX)? Not currently — the last reported position was 41.8K shares worth $15M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$15M
Q2 2025
Shares
41.8K
% of Portfolio
+2.60%
Quarters Held
27
position exited

Position History AKX

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $11MQ2 ’19: $6MQ3 ’19: $7MQ4 ’19: $7MQ4 ’19Q1 ’20: $5MQ2 ’20: $7MQ3 ’20: $7MQ4 ’20: $8MQ4 ’20Q1 ’21: $7MQ2 ’21: $7MQ3 ’21: $7MQ4 ’21: $8MQ4 ’21Q1 ’22: $5MQ2 ’22: $4MQ3 ’22: $3MQ4 ’22: $3MQ4 ’22Q1 ’23: $5MQ2 ’23: $5MQ3 ’23: $5MQ4 ’23: $7MQ4 ’23Q1 ’24: $11MQ2 ’24: $12MQ3 ’24: $12MQ4 ’24: $14MQ4 ’24Q1 ’25: $13MQ2 ’25: $15Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202541.8K$15M+2.60%
Q1 202541.7K$13M+2.70%
Q4 202440.3K$14M+2.63%
Q3 202438.5K$12M+2.52%
Q2 202436.0K$12M+2.63%
Q1 202430.6K$11M+2.51%
Q4 202318.4K$7M+1.69%
Q3 202318.1K$5M+1.53%
Q2 202314.7K$5M+1.37%
Q1 202313.9K$5M+1.33%
Q4 202214.8K$3M+1.05%
Q3 202214.8K$3M+1.05%
Q2 202215.1K$4M+1.12%
Q1 202215.0K$5M+1.24%
Q4 202119.5K$8M+1.89%
Q3 202119.3K$7M+1.81%
Q2 202119.3K$7M+1.90%
Q1 202121.5K$7M+2.36%
Q4 202021.6K$8M+2.67%
Q3 202021.8K$7M+2.72%
Q2 202023.3K$7M+2.93%
Q1 202022.7K$5M+2.99%
Q4 201927.9K$7M+3.57%
Q3 201929.6K$7M+3.65%
Q2 201930.3K$6M+3.60%
Q1 201957.7K$11M+3.38%
Q4 201829.3K$4M+3.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jacobson & Schmitt Advisors, LLC’s full portfolio or all institutional holders of AKX.