JLB & ASSOCIATES INC V — VISA

Ownership history in JLB & ASSOCIATES INC  ·  39 quarters on record

AI Ownership Summary

JLB & ASSOCIATES INC reported VISA (V) in 39 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.83% in 2025 Q4. The latest visible filing shows V at 0.77% 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 V ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JLB & ASSOCIATES INC's position in VISA, 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

V was reported at 0.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.83% in 2025 Q4

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.

V stock page JLB & ASSOCIATES INC fund profile JLB & ASSOCIATES INC full holdings
How JLB & ASSOCIATES INC held V — position size vs. price
% of Fund (quarterly)    V 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 — — — 17,815 +279 +1.6% 0.77% $5.4M 2026-05-04 $326.17
2025 Q4 ADDED — — — 17,536 +599 +3.5% 0.83% $6.2M 2026-02-03 $327.57
2025 Q3 ADDED — — — 16,937 +858 +5.3% 0.76% $5.8M 2025-11-14 (Est.) $328.66
2025 Q2 ADDED — — — 16,079 +81 +0.5% 0.80% $5.7M 2025-08-14 (Est.) $343.39
2025 Q1 ADDED — — — 15,998 +1,667 +11.6% 0.78% $5.6M 2025-05-15 (Est.) $359.46
2024 Q4 ADDED — — — 14,331 +3,642 +34.1% 0.61% $4.5M 2025-02-14 (Est.) $350.46
2024 Q3 ADDED — — — 10,689 +194 +1.8% 0.38% $2.9M 2024-11-14 (Est.) $304.81
2024 Q2 ADDED — — — 10,495 +205 +2.0% 0.37% $2.8M 2024-08-14 (Est.) $257.74
2024 Q1 ADDED — — — 10,290 +5 +0.0% 0.38% $2.9M 2024-05-15 (Est.) $276.77
2023 Q4 ADDED — — — 10,285 +1,449 +16.4% 0.38% $2.7M 2024-02-14 (Est.) $272.89
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding V

As of 2026 Q1 — sorted by position size

Hingham Institution for Savings 17.4% Troy Asset Management Ltd 3Y 7Y 14.71% Egerton Capital (UK) LLP 3Y 7Y 13.79% GCQ FUNDS MANAGEMENT PTY Ltd 12.34% Blacksheep Fund Management Ltd 3Y 12.31% Katamaran Capital LLP 11.08% Mayar Capital Ltd. 3Y 10.68% TRB Advisors LP 3Y 7Y 10.36% HughesLittle Investment Management Ltd. 9.9% Luma Capital S.A. - SPF 9.89%

FAQ About JLB & ASSOCIATES INC and V

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

How long has JLB & ASSOCIATES INC reported owning V?

JLB & ASSOCIATES INC reported V across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported V position in JLB & ASSOCIATES INC's portfolio?

The largest reported portfolio weight for V was 0.83% in 2025 Q4.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q1, when JLB & ASSOCIATES INC reported 17,815 shares, equal to 0.77% of portfolio, with an estimated market value of $5.4M.

What does the chart on this V ownership page compare?

The chart compares JLB & ASSOCIATES INC's quarterly V 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 JLB & ASSOCIATES INC time their V position?

Based on 13F filing dates vs. subsequent V price moves, JLB & ASSOCIATES INC correctly timed 21 out of 35 reported position changes (60%). The annualised alpha on V relative to SPY over the holding period was +1.5%.

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