Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Henry Jack & Assoc Inc (JKHY)

701 + 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
↓ -59
Streak
2Q ▼
Buyers last Q
42%

Smart Money Signals — JKHY

Based on 709 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
709 funds currently hold this stock — 91% of the 3.0-year high of 778 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding JKHY is almost the same as a year ago (+6 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 42% buying

340 buying464 selling
Last quarter: 464 funds reduced or exited vs 340 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 (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 111 → 165 → 111 → 102. 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.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 19% medium ■ 18% new
448 out of 709 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.
💎

Buying through price weakness — shares +11%, value -15%

Value
-15%
Shares
+11%
Last quarter: funds added +11% more shares while total portfolio value only changed -15%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

87 → 111 → 165 → 111 → 102 new funds/Q
New funds entering each quarter: 111 → 165 → 111 → 102. JKHY is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 69% veterans vs 21% newcomers

■ 69% veterans ■ 10% 1-2yr ■ 21% new
Entry-cohort mix of 716 holders: 492 (69%) are 2+ year veterans, 75 entered 1–2 years ago, and 149 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
65 of 708 holders are among the 100 largest funds by AUM, controlling 52% 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 Q2, 340 hedge funds were net buyers of JKHY (102 opened a new position, 238 added to an existing one), while 464 reduced or exited (303 trimmed, 161 sold completely) — a 42% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 52% of total institutional value in JKHY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -59 funds (more exits than new entries). Total institutional holders: 709.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

24 top-rated funds 1 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: JKHY
701 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 701 768 -8.72%
13F Shares 69M 73M -4.69%
Total Value $9.35B $11.16B -16.22%
New Positions 100 111 -11
Increased Positions 237 270 -33
Closed Positions 166 121 +45
Reduced Positions 297 282 +15
Total Calls 4 3 33.33%
Total Puts 4 4 -
PUT/CALL Ratio 1.0 1.33 Neutral

Statistics: JKHY

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Institutional Holders (2026 Q2)

701 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Walker Asset Management, LLC 16.26% 234,032 $32.2M
2 Alpine Peaks Capital, LP 5.56% 34,480 $4.7M
3 Karl Kapital LLC 4.65% 56,636 $7.8M
4 Tandem Investment Advisors, Inc. 3.93% 426,009 $58.7M
5 Kayne Anderson Rudnick Investment Management LLC 2.23% 5,213,188 $718.1M
6 Martin Capital Partners, LLC 2.07% 40,855 $5.6M
7 VELA Investment Management, LLC 1.96% 66,665 $9.2M
8 Silver Lake Advisory, LLC 1.51% 30,698 $4.2M
9 Meridiem Capital Partners LP 1.15% 187,038 $25.8M
10 Clean Yield Group 1.12% 32,725 $4.5M
11 Semanteon Capital Management, LP 1.11% 1,786 $246K
12 Jacobson & Schmitt Advisors, LLC 1.09% 48,556 $6.7M
13 Argo Wealth Advisory, LLC 1.09% 14,366 $2.0M
14 Mattern Capital Management, LLC 0.98% 61,106 $8.4M
15 Lecap Asset Management Ltd 0.91% 15,421 $2.1M
16 Nicholson Wealth Management Group, LLC 0.84% 10,292 $1.4M
17 Kesler, Norman & Wride, LLC 0.80% 36,883 $5.1M
18 Pacifica Partners Inc. 0.80% 18,015 $2.6M
19 Dearborn Partners LLC 0.79% 92,081 $14.6M
20 Taylor Frigon Capital Management LLC 0.67% 10,395 $1.4M
21 Meeder Asset Management Inc 0.66% 93,802 $12.9M
22 AIMZ Investment Advisors, LLC 0.66% 17,350 $2.4M
23 Epoch Investment Partners, Inc. 0.65% 829,619 $114.3M
24 Riverwater Partners LLC 0.62% 15,121 $2.1M
25 American Capital Management Inc 0.62% 99,930 $13.8M
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 42% buying: Last quarter: 464 funds reduced or exited vs 340 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 — 52% AUM from top-100 funds: 65 of 708 holders are among the 100 largest funds by AUM, controlling 52% 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?

63% of holders stayed for 2+ years: 448 out of 709 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.

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.

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