What did Jensen Investment Management actually do?

A source-backed history of material decisions from Jensen Investment Management. We preserve the sequence and observed outcomes instead of compressing judgment into a guru grade.

Material decisions: 31
Stocks observed: 16
Outcomes observed: 31

Each outcome preserves the stock’s post-disclosure excess return over the fixed observation window. The evidence stays decision-level; it is not rolled into a manager score.

Observed decisions and outcomes

Q2 2026
filed Aug 7, 2026
38d lag
MSFTTRIM-37.0%
Jensen Investment Management · 8.5% of reported portfolio
Original SEC filing ↗
+2.6% vs SPY
39 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 7, 2026
38d lag
GOOGLTRIM-45.0%
Jensen Investment Management · 8.2% of reported portfolio
Original SEC filing ↗
-3.7% vs SPY
39 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 7, 2026
38d lag
AAPLTRIM-46.0%
Jensen Investment Management · 8.0% of reported portfolio
Original SEC filing ↗
+8.4% vs SPY
39 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 7, 2026
38d lag
NVDATRIM-26.6%
Jensen Investment Management · 5.6% of reported portfolio
Original SEC filing ↗
+7.8% vs SPY
39 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 7, 2026
38d lag
MATRIM-29.2%
Jensen Investment Management · 4.8% of reported portfolio
Original SEC filing ↗
-1.8% vs SPY
39 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 7, 2026
38d lag
METATRIM-67.9%
Jensen Investment Management · 3.8% of reported portfolio
Original SEC filing ↗
+22.7% vs SPY
39 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 7, 2026
38d lag
INTUTRIM-92.7%
Jensen Investment Management · 0.9% of reported portfolio
Original SEC filing ↗
-15.8% vs SPY
39 sessions after disclosure
direction supported so far
Q1 2026
filed May 5, 2026
35d lag
NVDATRIM-27.6%
Jensen Investment Management · 6.6% of reported portfolio
Original SEC filing ↗
+0.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 5, 2026
35d lag
AVGOADD+149.8%
Jensen Investment Management · 2.7% of reported portfolio
Original SEC filing ↗
-6.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 11, 2026
42d lag
INTUTRIM-49.2%
Jensen Investment Management · 4.5% of reported portfolio
Original SEC filing ↗
-15.6% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 11, 2026
42d lag
AMZNNEWNEW
Jensen Investment Management · 4.1% of reported portfolio
Original SEC filing ↗
+26.1% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 6, 2025
37d lag
GOOGLTRIM-24.6%
Jensen Investment Management · 4.9% of reported portfolio
Original SEC filing ↗
+12.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 6, 2025
37d lag
NVDAADD+23.6%
Jensen Investment Management · 5.0% of reported portfolio
Original SEC filing ↗
-2.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 6, 2025
37d lag
LLYADD+124.5%
Jensen Investment Management · 4.4% of reported portfolio
Original SEC filing ↗
+9.4% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 6, 2025
37d lag
METAADD+96.6%
Jensen Investment Management · 3.6% of reported portfolio
Original SEC filing ↗
+5.3% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 6, 2025
37d lag
JNJTRIM-93.0%
Jensen Investment Management · 0.7% of reported portfolio
Original SEC filing ↗
+25.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 8, 2025
39d lag
INTUTRIM-24.2%
Jensen Investment Management · 5.6% of reported portfolio
Original SEC filing ↗
-13.0% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 8, 2025
39d lag
UNHTRIM-98.3%
Jensen Investment Management · 3.5% of reported portfolio
Original SEC filing ↗
+22.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 8, 2025
39d lag
NVDANEWNEW
Jensen Investment Management · 3.2% of reported portfolio
Original SEC filing ↗
-2.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 8, 2025
39d lag
TXNTRIM-98.6%
Jensen Investment Management · 2.3% of reported portfolio
Original SEC filing ↗
-17.1% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 8, 2025
39d lag
PEPTRIM-90.3%
Jensen Investment Management · 1.8% of reported portfolio
Original SEC filing ↗
-7.0% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 8, 2025
39d lag
METANEWNEW
Jensen Investment Management · 1.8% of reported portfolio
Original SEC filing ↗
-24.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 8, 2025
39d lag
NKETRIM-96.4%
Jensen Investment Management · 1.6% of reported portfolio
Original SEC filing ↗
-21.6% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 8, 2025
39d lag
JNJTRIM-32.3%
Jensen Investment Management · 1.1% of reported portfolio
Original SEC filing ↗
+2.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 9, 2025
39d lag
MATRIM-26.8%
Jensen Investment Management · 4.5% of reported portfolio
Original SEC filing ↗
-10.1% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 9, 2025
39d lag
PEPTRIM-58.0%
Jensen Investment Management · 3.5% of reported portfolio
Original SEC filing ↗
+1.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 9, 2025
39d lag
TXNTRIM-36.0%
Jensen Investment Management · 3.1% of reported portfolio
Original SEC filing ↗
-10.6% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 9, 2025
39d lag
JNJTRIM-60.0%
Jensen Investment Management · 2.0% of reported portfolio
Original SEC filing ↗
+4.3% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 9, 2025
39d lag
HDTRIM-37.6%
Jensen Investment Management · 1.7% of reported portfolio
Original SEC filing ↗
-5.9% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 4, 2024
35d lag
GOOGLTRIM-20.5%
Jensen Investment Management · 7.0% of reported portfolio
Original SEC filing ↗
+7.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 4, 2024
35d lag
UNHTRIM-24.8%
Jensen Investment Management · 4.0% of reported portfolio
Original SEC filing ↗
-11.7% vs SPY
63 sessions after disclosure
direction supported so far

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The evidence is limited to selected widely owned U.S.-listed securities in Form 13F filings. Filing dates can trail quarter end by up to 45 days in the normal reporting cycle, and the filings do not disclose transaction dates, prices, or intent.