JKHY β€” Jack Henry & Associates Inc

Ownership history in STEPH & CO  Β·  2 quarters on record

AI Ownership Summary

STEPH & CO reported Jack Henry & Associates Inc (JKHY) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. Peak portfolio weight reached 0.02% in 2025 Q2. The latest visible filing shows JKHY at 0.01% 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.

What this JKHY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STEPH & CO's position in Jack Henry & Associates 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
2025 Q3

JKHY was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2025 Q3

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.

How STEPH & CO held JKHY β€” position size vs. price
% of Fund (quarterly)    JKHY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 311 +28 +9.9% 0.01% $46K 2025-10-06 $146.67
2025 Q2 INITIATED 283 β€” β€” 0.02% $51K 2025-07-16 $175.64

FAQ About STEPH & CO and JKHY

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

How long has STEPH & CO reported owning JKHY?

STEPH & CO reported JKHY across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported JKHY position in STEPH & CO's portfolio?

The largest reported portfolio weight for JKHY was 0.02% in 2025 Q2.

What is the latest reported JKHY position on this page?

The most recent filing on this page is 2025 Q3, when STEPH & CO reported 311 shares, equal to 0.01% of portfolio, with an estimated market value of $46K.

What does the chart on this JKHY ownership page compare?

The chart compares STEPH & CO'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.

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