CJ
JKHY icon

Caitlin John’s Jack Henry & Associates JKHY Stock Holding History

Caitlin John’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 		$820K Sell
5,187
-1,072
-17% -$184K 0.49% 33
2025
Q4 		$1.14M Buy
+6,259
New +$1.04M 0.75% 25
2025
Q1 		– Sell
-1
Closed -$175 – 475
2024
Q4 		$175 Hold
1
– – ﹤0.01% 822
2024
Q3 		$175 Sell
1
-43
-98% -$7.28K ﹤0.01% 809
2024
Q2 		$7.37K Sell
44
-2,643
-98% -$439K 0.01% 504
2024
Q1 		$467K Buy
2,687
+124
+5% +$21.1K 0.35% 66
2023
Q4 		$419K Buy
+2,563
New +$393K 0.34% 65

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

Caitlin John's JKHY Position: Q1 2026 in Review

Caitlin John reduced its Jack Henry & Associates (JKHY) stake by 17% in Q1 2026, selling an estimated $184K and leaving 5,187 shares worth $820K. The position accounts for 0.49% of the portfolio, ranked #33.

Caitlin John first reported a position in JKHY in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.14M in Q4 2025. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Caitlin John held 5,187 shares of Jack Henry & Associates worth $820K as of Q1 2026.
  • Caitlin John sold 1,072 Jack Henry & Associates shares in Q1 2026, an estimated $184K.
  • Jack Henry & Associates made up 0.49% of Caitlin John's portfolio in Q1 2026, its #33 holding.
  • Caitlin John first reported a position in Jack Henry & Associates in Q4 2023 and has held it in 7 quarters since.
  • Caitlin John's Jack Henry & Associates position peaked at $1.14M in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.