Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Henry Jack & Assoc Inc (JKHY)

759 + Investors. Track Smart Money conviction in JKHY. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -13
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — JKHY

Based on 764 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their JKHY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
764 hedge funds hold JKHY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+66 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

381 buying404 selling
Last quarter: 404 funds reduced or exited vs 381 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-55 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 86 → 111 → 165 → 110. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 19% medium ■ 20% new
467 out of 764 hedge funds have held JKHY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

83 → 86 → 111 → 165 → 110 new funds/Q
New funds entering each quarter: 86 → 111 → 165 → 110. A growing number of institutions are discovering JKHY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 10% 1-2yr ■ 23% new
Of 771 current holders: 512 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
63 of 764 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in JKHY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — JKHY

In 2026 Q1, 381 hedge funds were net buyers of JKHY (110 opened a new position, 271 added to an existing one), while 404 reduced or exited (281 trimmed, 123 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 42% of total institutional value in JKHY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -13 funds (more exits than new entries). Total institutional holders: 764.

Hedge Fund Ownership: JKHY

How many hedge funds hold JKHY — quarterly history vs. share price
Quarterly hedge fund ownership of JKHY vs. share price

Market Analysis: JKHY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JKHY

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Henry Jack & Assoc Inc (JKHY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much JKHY has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
JKHY
-18.9%
XLK
+39.1%

JKHY outperformed XLK by -58.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
JKHY
-5.9%
XLK
+4.8%

Since the filing became public, JKHY outperformed XLK by -10.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

51 top-rated funds 2 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: JKHY
759 + Investors

Track Smart Money conviction in JKHY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 759 777 -2.32%
13F Shares 72M 74M -1.56%
Total Value $11.12B $13.27B -16.25%
New Positions 107 165 -58
Increased Positions 268 267 +1
Closed Positions 125 108 +17
Reduced Positions 280 253 +27
Total Calls 3 4 -25.0%
Total Puts 4 5 -20.0%
PUT/CALL Ratio 1.33 1.25 Bearish

Statistics: JKHY

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

759 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JKHY. Verified SEC 13F-HR filings.

QUARTER:
Top 25 JKHY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Walker Asset Management, LLC 19.97% 233,617 $36.9M
2 Laurus Global Equity Management Inc. 12.90% 83,339 $13.2M
3 RGM Capital, LLC 5.22% 588,957 $107.5M
4 Alpine Peaks Capital, LP 5.14% 32,247 $5.1M
5 Tandem Investment Advisors, Inc. 4.43% 571,425 $90.3M
6 Kayne Anderson Rudnick Investment Management LLC 2.53% 5,459,640 $862.8M
7 Jacobson & Schmitt Advisors, LLC 2.35% 81,844 $12.9M
8 American Capital Management Inc 2.06% 243,075 $38.4M
9 Silver Lake Advisory, LLC 1.91% 30,382 $4.8M
10 Karani Asset Management LLC 1.86% 14,393 $2.3M
11 Clean Yield Group 1.48% 33,239 $5.3M
12 VELA Investment Management, LLC 1.36% 37,661 $6.0M
13 Argo Wealth Advisory, LLC 1.32% 14,278 $2.3M
14 Ceredex Value Advisors LLC 1.11% 223,400 $35.3M
15 Meeder Asset Management Inc 1.05% 115,842 $18.3M
16 Kesler, Norman & Wride, LLC 0.99% 36,376 $5.7M
17 Mattern Capital Management, LLC 0.99% 52,106 $8.2M
18 Nicholson Wealth Management Group, LLC 0.94% 10,197 $1.6M
19 Ticino Wealth 0.92% 15,484 $2.7M
20 Taylor Frigon Capital Management LLC 0.92% 10,230 $1.6M
21 Riverwater Partners LLC 0.87% 16,462 $2.6M
22 Strive Financial Group ,LLC 0.80% 9,568 $1.5M
23 Advisory Advocates, LLC 0.79% 4,370 $798K
24 Dearborn Partners LLC 0.79% 92,081 $14.6M
25 Conestoga Capital Advisors, LLC 0.78% 247,311 $39.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Henry Jack & Assoc Inc (JKHY)

What does the Smart Money Trend signal show for JKHY?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their JKHY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for JKHY?

More sellers than buyers — 49% buying: Last quarter: 404 funds reduced or exited vs 381 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for JKHY holders?

Elite ownership — 42% AUM from top-100 funds: 63 of 764 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in JKHY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held JKHY?

61% of holders stayed for 2+ years: 467 out of 764 hedge funds have held JKHY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Henry Jack & Assoc Inc (JKHY) following the 2026 Q1 hedge fund 13F filings?

As of today, JKHY has moved -5.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLK sector ETF — an outperformance of -10.7%. Since the quarter end (March 31, 2026), JKHY has gained -18.9% vs +39.1% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →