JANA Partners Management, LP
JANA Partners Management, LP's purchase track record
How the stock did after each of JANA Partners Management, LP's open-market purchases, measured from the purchase date. Several fills within a week count as one purchase.
| Purchase | Stock | Amount | 3 months | 6 months | S&P 500, 6 mo. |
|---|---|---|---|---|---|
| 4/15/2026 | LW | $2.16M | +6.5% | +23.9% | +9.9% |
| 4/7/2026 | LW | $13.91M | +15.6% | +19.1% | +18.2% |
| 11/24/2025 | RPD | $3.52M | -56.9% | -49.4% | +12.1% |
| 8/11/2025 | RPD | $15.14M | -25.2% | -42.7% | +9.3% |
| 8/27/2024 | MRCY | $507K | +11.3% | +16.6% | +5.9% |
| 2/26/2024 | MRCY | $11.06M | +8.7% | +30.0% | +10.8% |
| 2/9/2024 | MRCY | $37.27M | -4.5% | +21.5% | +6.3% |
| 11/28/2023 | MRCY | $8.23M | -11.9% | -6.0% | +16.5% |
| 11/16/2023 | MRCY | $8.69M | -11.1% | -8.8% | +17.5% |
Computed by MarketWall from SEC Form 4 filings and daily closing prices (close on the purchase date to the close about 3 and 6 months later). Companies that have since delisted are not included. Past results, not investment advice.
Associated companies
Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 7, 2026
Lamb Weston Shares Rise After Earnings Call and Cost‑Savings Highlights. Lamb Weston reported its first‑quarter 2027 results, noting stronger earnings and new cost‑saving initiatives that are expected to lift profitability. The company’s shares moved higher on Wednesday, joining a group of consumer stocks that gained in the session. Analysts highlighted the cost‑efficiency measures as a key driver for the price lift. The move comes amid a broader market rally that saw the S&P 500 hit a record high.
Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 8, 2026
Mercury Systems Launches RES One Edge Server Platform. Mercury Systems introduced RES One, a rugged edge server engineered for rapid deployment and lifecycle management. This platform expands its product line and supports national security spending. The launch positions the company within the growing defense technology market. It may influence investor perception of Mercury's growth potential.
Transaction History
| RPD | ▼ Sell | Other | 15,208 | $0 | 6/9/2026 | View on chart |
| LW | ▲ Buy | Open Market | 50,000 | $2.2M | 4/15/2026 | View on chart |
| LW | ▲ Buy | Open Market | 100,000 | $4.2M | 4/13/2026 | View on chart |
| LW | ▲ Buy | Open Market | 100,000 | $4.1M | 4/8/2026 | View on chart |
| LW | ▲ Buy | Open Market | 136,000 | $5.6M | 4/7/2026 | View on chart |
| MRCY | ▼ Sell | Open Market | 100,899 | $9.0M | 3/4/2026 | View on chart |
| MRCY | ▼ Sell | Open Market | 168,648 | $15.2M | 3/3/2026 | View on chart |
| MRCY | ▼ Sell | Open Market | 182,510 | $17.2M | 3/2/2026 | View on chart |
| MRCY | ▼ Sell | Open Market | 400,000 | $32.4M | 2/9/2026 | View on chart |
| RPD | ▲ Buy | Open Market | 41,545 | $653K | 11/28/2025 | View on chart |
| RPD | ▲ Buy | Open Market | 50,000 | $751K | 11/25/2025 | View on chart |
| RPD | ▲ Buy | Open Market | 150,000 | $2.1M | 11/24/2025 | View on chart |
| MRCY | ▼ Sell | Open Market | 1,000,000 | $75.5M | 11/6/2025 | View on chart |
| MRCY | ▲ Buy | Grant | 2,362 | $0 | 10/22/2025 | View on chart |
| LW | ▲ Buy | Grant | 4,345 | $0 | 10/2/2025 | View on chart |
| RPD | ▲ Buy | Open Market | 250,000 | $5.3M | 8/13/2025 | View on chart |
| MRCY | ▼ Sell | Open Market | 797,000 | $52.1M | 8/13/2025 | View on chart |
| RPD | ▲ Buy | Open Market | 163,456 | $3.3M | 8/12/2025 | View on chart |
| RPD | ▲ Buy | Open Market | 358,738 | $6.5M | 8/11/2025 | View on chart |
| LW | ▲ Buy | Grant | 1,109 | $0 | 7/25/2025 | View on chart |
| RPD | ▲ Buy | Grant | 1,176 | $0 | 6/11/2025 | View on chart |
| MRCY | ▼ Sell | Open Market | 100,000 | $4.6M | 5/9/2025 | View on chart |
| MRCY | ▼ Sell | Open Market | 88,152 | $4.1M | 5/8/2025 | View on chart |
| RPD | ▲ Buy | Grant | 15,320 | $0 | 4/22/2025 | View on chart |
| MRCY | ▲ Buy | Grant | 4,832 | $0 | 10/23/2024 | View on chart |
| MRCY | ▲ Buy | Open Market | 13,600 | $507K | 8/27/2024 | View on chart |
| MRCY | ▲ Buy | Open Market | 75,000 | $2.2M | 2/28/2024 | View on chart |
| MRCY | ▲ Buy | Open Market | 284,295 | $8.3M | 2/27/2024 | View on chart |
| MRCY | ▲ Buy | Open Market | 18,618 | $531K | 2/26/2024 | View on chart |
| MRCY | ▲ Buy | Open Market | 1,335,848 | $37.3M | 2/9/2024 | View on chart |
| MRCY | ▲ Buy | Open Market | 63,648 | $2.2M | 11/30/2023 | View on chart |
| MRCY | ▲ Buy | Open Market | 117,881 | $3.9M | 11/29/2023 | View on chart |
| MRCY | ▲ Buy | Open Market | 64,435 | $2.1M | 11/28/2023 | View on chart |
| MRCY | ▲ Buy | Open Market | 315 | $11K | 11/20/2023 | View on chart |
| MRCY | ▲ Buy | Open Market | 44,057 | $1.5M | 11/17/2023 | View on chart |
| MRCY | ▲ Buy | Open Market | 215,550 | $7.2M | 11/16/2023 | View on chart |
AI Market Commentary
AI-generatedAll commentary →Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 16, 2026
Rapid7 to Report Q3 2026 Results on Nov 4
Rapid7 has announced it will release its third-quarter 2026 financial results on November 4. Recent market commentary has examined whether the stock is undervalued and discussed its position among cybersecurity peers. With the stock trading near its support level, the upcoming earnings report is a key event for investors monitoring the company's performance.
Rapid7 to Report Q3 2026 Results on Nov 4. Rapid7 has announced it will release its third-quarter 2026 financial results on November 4. Recent market commentary has examined whether the stock is undervalued and discussed its position among cybersecurity peers. With the stock trading near its support level, the upcoming earnings report is a key event for investors monitoring the company's performance.