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Atria Investments’s Jack Henry & Associates JKHY Stock Holding History

Atria Investments’s Portfolio JKHY Stock Details JKHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.86M Sell
24,435
-6,162
-20% -$1.06M 0.04% 449
2025
Q4 		$5.58M Buy
30,597
+4,329
+16% +$721K 0.06% 346
2025
Q3 		$3.91M Sell
26,268
-9,381
-26% -$1.56M 0.04% 467
2025
Q2 		$6.42M Buy
35,649
+9,187
+35% +$1.63M 0.08% 301
2025
Q1 		$4.83M Buy
26,462
+2,500
+10% +$436K 0.06% 383
2024
Q4 		$4.2M Sell
23,962
-215
-0.9% -$38.4K 0.05% 408
2024
Q3 		$4.27M Sell
24,177
-2,331
-9% -$394K 0.05% 406
2024
Q2 		$4.4M Buy
26,508
+5,764
+28% +$957K 0.06% 376
2024
Q1 		$3.6M Buy
20,744
+2,091
+11% +$356K 0.05% 430
2023
Q4 		$3.05M Buy
18,653
+2,726
+17% +$417K 0.05% 441
2023
Q3 		$2.41M Buy
15,927
+297
+2% +$47.9K 0.04% 503
2023
Q2 		$2.62M Buy
15,630
+93
+0.6% +$14.5K 0.05% 469
2023
Q1 		$2.34M Buy
15,537
+3,416
+28% +$570K 0.04% 485
2022
Q4 		$2.13M Sell
12,121
-408
-3% -$75.3K 0.04% 486
2022
Q3 		$2.28M Buy
12,529
+407
+3% +$79.8K 0.05% 436
2022
Q2 		$2.18M Sell
12,122
-1,453
-11% -$272K 0.05% 472
2022
Q1 		$2.67M Sell
13,575
-6,377
-32% -$1.12M 0.05% 466
2021
Q4 		$3.33M Buy
19,952
+1,984
+11% +$321K 0.06% 390
2021
Q3 		$2.95M Buy
17,968
+3,644
+25% +$627K 0.05% 396
2021
Q2 		$2.34M Buy
14,324
+545
+4% +$87.1K 0.05% 443
2021
Q1 		$2.09M Buy
13,779
+1,272
+10% +$194K 0.05% 435
2020
Q4 		$2.03M Buy
12,507
+3,557
+40% +$565K 0.05% 412
2020
Q3 		$1.46M Buy
8,950
+2,534
+39% +$440K 0.04% 434
2020
Q2 		$1.18M Buy
+6,416
New +$1.12M 0.04% 460
2020
Q1 		– Sell
-4,903
Closed -$714K – 887
2019
Q4 		$714K Buy
4,903
+2,398
+96% +$350K 0.02% 661
2019
Q3 		$366K Buy
2,505
+52
+2% +$7.37K 0.01% 659
2019
Q2 		$339K Buy
2,453
+474
+24% +$65.5K 0.01% 704
2019
Q1 		$275K Sell
1,979
-2,012
-50% -$266K 0.01% 736
2018
Q4 		$505K Sell
3,991
-545
-12% -$77.4K 0.02% 499
2018
Q3 		$726K Sell
4,536
-5
-0.1% -$735 0.03% 483
2018
Q2 		$592K Buy
4,541
+229
+5% +$28.4K 0.03% 518
2018
Q1 		$522K Buy
4,312
+723
+20% +$87.9K 0.03% 502
2017
Q4 		$420K Sell
3,589
-329
-8% -$36.8K 0.02% 527
2017
Q3 		$403K Buy
3,918
+59
+2% +$6.11K 0.02% 506
2017
Q2 		$401K Buy
3,859
+69
+2% +$6.88K 0.02% 484
2017
Q1 		$353K Buy
3,790
+29
+0.8% +$2.67K 0.02% 470
2016
Q4 		$334K Buy
3,761
+1,207
+47% +$103K 0.03% 433
2016
Q3 		$218K Buy
+2,554
New +$224K 0.02% 484

Other funds holding JKHY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Atria Investments's JKHY Position: Q1 2026 in Review

Atria Investments reduced its Jack Henry & Associates (JKHY) stake by 20% in Q1 2026, selling an estimated $1.06M and leaving 24,435 shares worth $3.86M. The position accounts for 0.04% of the portfolio, ranked #449.

Atria Investments first reported a position in JKHY in Q3 2016 and has held it in 38 quarters since. The position peaked at $6.42M in Q2 2025. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Atria Investments held 24,435 shares of Jack Henry & Associates worth $3.86M as of Q1 2026.
  • Atria Investments sold 6,162 Jack Henry & Associates shares in Q1 2026, an estimated $1.06M.
  • Jack Henry & Associates made up 0.04% of Atria Investments's portfolio in Q1 2026, its #449 holding.
  • Atria Investments first reported a position in Jack Henry & Associates in Q3 2016 and has held it in 38 quarters since.
  • Atria Investments's Jack Henry & Associates position peaked at $6.42M in Q2 2025.
  • 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.