Bullseye Asset Management’s Jamf JAMF Stock Holding History

Bullseye Asset Management’s Portfolio JAMF Stock Details JAMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-143,015	Closed	-$1.53M	–	65
2025 Q3	$1.53M	Hold	143,015	–	–	0.8%	50
2025 Q2	$1.36M	Buy	143,015 +6,377	+5%	+$68.5K	0.68%	53
2025 Q1	$1.66M	Hold	136,638	–	–	0.9%	42
2024 Q4	$1.92M	Sell	136,638 -21,943	-14%	-$346K	0.9%	42
2024 Q3	$2.75M	Hold	158,581	–	–	1.27%	31
2024 Q2	$2.62M	Buy	158,581 +12,000	+8%	+$210K	1.28%	31
2024 Q1	$2.69M	Hold	146,581	–	–	1.26%	31
2023 Q4	$2.65M	Hold	146,581	–	–	1.27%	32
2023 Q3	$2.59M	Hold	146,581	–	–	1.44%	30
2023 Q2	$2.86M	Hold	146,581	–	–	1.44%	28
2023 Q1	$2.85M	Hold	146,581	–	–	1.45%	28
2022 Q4	$3.12M	Hold	146,581	–	–	1.69%	24
2022 Q3	$3.25M	Sell	146,581 -2,487	-2%	-$61.5K	1.89%	16
2022 Q2	$3.69M	Buy	149,068 +139	+0.1%	+$3.9K	2.08%	13
2022 Q1	$5.18M	Hold	148,929	–	–	2.38%	7
2021 Q4	$5.57M	Buy	148,929 +35,000	+31%	+$1.35M	2.21%	13
2021 Q3	$4.39M	Sell	113,929 -625	-0.5%	-$21.5K	1.52%	24
2021 Q2	$3.85M	Buy	114,554 +20,000	+21%	+$681K	1.29%	32
2021 Q1	$3.34M	Buy	94,554 +5,000	+6%	+$182K	1.25%	35
2020 Q4	$2.68M	Buy	89,554 +29,054	+48%	+$958K	1%	36
2020 Q3	$2.28M	Buy	+60,500	New	+$2.27M	1.04%	35

Other funds holding JAMF

VEPM

Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BCM

Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Bullseye Asset Management's JAMF Position: Q4 2025 in Review

Bullseye Asset Management sold out of Jamf (JAMF) in Q4 2025, closing a stake of 143,015 shares — an estimated $1.53M sold.

Bullseye Asset Management first reported a position in JAMF in Q3 2020 and held it in 21 quarters. The position peaked at $5.57M in Q4 2021. 210 funds tracked by Wall St. Rank hold JAMF as of Q4 2025.

Bullseye Asset Management reported no remaining Jamf position as of Q4 2025 after selling out during the quarter.
Bullseye Asset Management sold 143,015 Jamf shares in Q4 2025, an estimated $1.53M.
Bullseye Asset Management first reported a position in Jamf in Q3 2020 and held it in 21 quarters.
Bullseye Asset Management's Jamf position peaked at $5.57M in Q4 2021.
210 funds tracked by Wall St. Rank held Jamf as of Q4 2025.

Based on Bullseye Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.