Bridgewater Advisors’s Jack Henry & Associates JKHY Stock Holding History

Bridgewater Advisors’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	$568K	Sell	4,092 -1,208	-23%	-$207K	0.03%	226
2025 Q4	$980K	Buy	5,300 +226	+4%	+$37.6K	0.06%	140
2025 Q3	$824K	Buy	5,074 +1,144	+29%	+$190K	0.06%	155
2025 Q2	$686K	Buy	3,930 +286	+8%	+$50.8K	0.05%	188
2025 Q1	$632K	Buy	+3,644	New	+$636K	0.05%	188
2022 Q3	–	Sell	-2,412	Closed	-$434K	–	177
2022 Q2	$434K	Sell	2,412 -35	-1%	-$6.55K	0.09%	147
2022 Q1	$482K	Buy	2,447 +54	+2%	+$9.44K	0.12%	145
2021 Q4	$400K	Buy	2,393 +24	+1%	+$3.88K	0.09%	165
2021 Q3	$389K	Hold	2,369	–	–	0.11%	157
2021 Q2	$387K	Hold	2,369	–	–	0.12%	157
2021 Q1	$367K	Buy	+2,369	New	+$361K	0.19%	109

Other funds holding JKHY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bridgewater Advisors's JKHY Position: Q1 2026 in Review

Bridgewater Advisors reduced its Jack Henry & Associates (JKHY) stake by 23% in Q1 2026, selling an estimated $207K and leaving 4,092 shares worth $568K. The position accounts for 0.03% of the portfolio, ranked #226.

Bridgewater Advisors first reported a position in JKHY in Q1 2021 and has held it in 11 quarters since. The position peaked at $980K in Q4 2025. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

Bridgewater Advisors held 4,092 shares of Jack Henry & Associates worth $568K as of Q1 2026.
Bridgewater Advisors sold 1,208 Jack Henry & Associates shares in Q1 2026, an estimated $207K.
Jack Henry & Associates made up 0.03% of Bridgewater Advisors's portfolio in Q1 2026, its #226 holding.
Bridgewater Advisors first reported a position in Jack Henry & Associates in Q1 2021 and has held it in 11 quarters since.
Bridgewater Advisors's Jack Henry & Associates position peaked at $980K in Q4 2025.
768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.