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Cape Investment Advisory’s Jack Henry & Associates JKHY Stock Holding History

Cape Investment Advisory’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
Q2 		$2.34K Buy
+17
New +$2.41K ﹤0.01% 1213
2026
Q1 		– Sell
-11
Closed -$2.01K – 721
2025
Q4 		$2.01K Hold
11
– – ﹤0.01% 1104
2025
Q3 		$1.64K Hold
11
– – ﹤0.01% 699
2025
Q2 		$1.98K Hold
11
– – ﹤0.01% 941
2025
Q1 		$2.01K Hold
11
– – ﹤0.01% 891
2024
Q4 		$1.93K Hold
11
– – ﹤0.01% 884
2024
Q3 		$1.94K Buy
+11
New +$1.86K ﹤0.01% 824

Other funds holding JKHY

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cape Investment Advisory's JKHY Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Jack Henry & Associates (JKHY) in Q2 2026: 17 shares worth $2.34K. The stake represents ﹤0.01% of the portfolio and ranks #1213 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in JKHY as recently as Q4 2025.

Cape Investment Advisory first reported a position in JKHY in Q3 2024 and has held it in 7 quarters since. 706 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Cape Investment Advisory held 17 shares of Jack Henry & Associates worth $2.34K as of Q2 2026.
  • Jack Henry & Associates was a new Cape Investment Advisory position in Q2 2026.
  • Jack Henry & Associates made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1213 holding.
  • Cape Investment Advisory first reported a position in Jack Henry & Associates in Q3 2024 and has held it in 7 quarters since.
  • 706 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.