Capstone Investment Advisors
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Capstone Investment Advisors’s Jack Henry & Associates JKHY Stock Holding History

Capstone Investment 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
2025
Q4 		– Sell
-5,455
Closed -$812K – 1838
2025
Q3 		$812K Buy
+5,455
New +$906K ﹤0.01% 1114
2025
Q1 		– Sell
-1,709
Closed -$300K – 1635
2024
Q4 		$300K Sell
1,709
-640
-27% -$114K ﹤0.01% 1482
2024
Q3 		$415K Buy
2,349
+156
+7% +$26.4K ﹤0.01% 1272
2024
Q2 		$364K Sell
2,193
-3,598
-62% -$597K ﹤0.01% 1483
2024
Q1 		$1.01M Buy
5,791
+5,309
+1,101% +$904K ﹤0.01% 1152
2023
Q4 		$78.8K Sell
482
-8,058
-94% -$1.23M ﹤0.01% 1960
2023
Q3 		$1.29M Buy
8,540
+5,518
+183% +$890K 0.01% 897
2023
Q2 		$506K Buy
3,022
+2,226
+280% +$346K ﹤0.01% 1158
2023
Q1 		$120K Buy
+796
New +$133K ﹤0.01% 1346
2021
Q4 		– Sell
-23
Closed -$3.72K – 1967
2021
Q3 		$4K Buy
+23
New +$3.96K ﹤0.01% 1990
2021
Q1 		– Sell
-535
Closed -$81.6K – 1816
2020
Q4 		$87K Buy
+535
New +$85K ﹤0.01% 1577
2016
Q2 		– Sell
-4,100
Closed -$346K – 765
2016
Q1 		$346K Buy
+4,100
New +$329K 0.01% 477

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capstone Investment Advisors's JKHY Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Jack Henry & Associates (JKHY) in Q4 2025, closing a stake of 5,455 shares — an estimated $812K sold.

Capstone Investment Advisors first reported a position in JKHY in Q1 2016 and held it in 12 quarters. The position peaked at $1.29M in Q3 2023. 783 funds tracked by Wall St. Rank hold JKHY as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Jack Henry & Associates position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 5,455 Jack Henry & Associates shares in Q4 2025, an estimated $812K.
  • Capstone Investment Advisors first reported a position in Jack Henry & Associates in Q1 2016 and held it in 12 quarters.
  • Capstone Investment Advisors's Jack Henry & Associates position peaked at $1.29M in Q3 2023.
  • 783 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.