Cardinal Capital Management JKHY — Henry Jack & Assoc Inc

Ownership history in Cardinal Capital Management  ·  50 quarters on record

AI Ownership Summary

Cardinal Capital Management reported Henry Jack & Assoc Inc (JKHY) in 50 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.48% in 2025 Q1. The latest visible filing shows JKHY at 0.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JKHY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cardinal Capital Management's position in Henry Jack & Assoc Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JKHY was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JKHY stock page Cardinal Capital Management fund profile Cardinal Capital Management full holdings
How Cardinal Capital Management held JKHY — position size vs. price
% of Fund (quarterly)    JKHY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 18,248 +717 +4.1% 0.37% $2.9M 2026-04-08 $157.98
2025 Q4 ADDED — — — 17,531 +273 +1.6% 0.42% $3.2M 2026-01-30 $178.56
2025 Q3 ADDED — — — 17,258 +97 +0.6% 0.36% $2.6M 2025-10-23 $154.64
2025 Q2 ADDED — — — 17,161 +28 +0.2% 0.45% $3.1M 2025-07-15 $173.18
2025 Q1 ADDED — — — 17,133 +449 +2.7% 0.48% $3.1M 2025-04-18 $169.48
2024 Q4 ADDED — — — 16,684 +174 +1.1% 0.46% $2.9M 2025-01-31 $171.15
2024 Q3 ADDED — — — 16,510 +678 +4.3% 0.45% $2.9M 2024-10-16 $181.97
2024 Q2 ADDED — — — 15,832 +342 +2.2% 0.44% $2.6M 2024-07-12 $162.45
2024 Q1 ADDED — — — 15,490 +2,110 +15.8% 0.44% $2.7M 2024-04-15 $160.71
2023 Q4 ADDED — — — 13,380 +89 +0.7% 0.41% $2.2M 2024-01-29 $164.57
40 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JKHY

As of 2026 Q1 — sorted by position size

Walker Asset Management, LLC 3Y 19.97% Laurus Global Equity Management Inc. 3Y 12.9% JACOBSON & SCHMITT ADVISORS, LLC 3Y 7Y 2.35% Clean Yield Group 3Y 7Y 1.48% Argo Wealth Advisory, LLC 1.32% TICINO WEALTH 0.92% Conestoga Capital Advisors, LLC 3Y 7Y 0.78% BRIGHT ROCK CAPITAL MANAGEMENT, LLC 3Y 7Y 0.61% JGP Wealth Management, LLC 3Y 7Y 0.5% Boston Trust Walden Corp 3Y 7Y 0.47%

FAQ About Cardinal Capital Management and JKHY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cardinal Capital Management reported owning JKHY?

Cardinal Capital Management reported JKHY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JKHY position in Cardinal Capital Management's portfolio?

The largest reported portfolio weight for JKHY was 0.48% in 2025 Q1.

What is the latest reported JKHY position on this page?

The most recent filing on this page is 2026 Q1, when Cardinal Capital Management reported 18,248 shares, equal to 0.37% of portfolio, with an estimated market value of $2.9M.

What does the chart on this JKHY ownership page compare?

The chart compares Cardinal Capital Management's quarterly JKHY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cardinal Capital Management time their JKHY position?

Based on 13F filing dates vs. subsequent JKHY price moves, Cardinal Capital Management correctly timed 26 out of 49 reported position changes (53%). The annualised alpha on JKHY relative to SPY over the holding period was -2.4%.

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