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
Q1 		– Sell
-800
Closed -$140K – 1634
2024
Q4 		$140K Buy
800
+300
+60% +$53.6K ﹤0.01% 1650
2024
Q3 		$88.3K Buy
500
+300
+150% +$50.8K ﹤0.01% 1729
2024
Q2 		$33.2K Buy
200
+100
+100% +$16.6K ﹤0.01% 1983
2024
Q1 		$17.4K Sell
100
-100
-50% -$17K ﹤0.01% 2276
2023
Q4 		$32.7K Buy
+200
New +$30.6K ﹤0.01% 2027
2023
Q3 		– Sell
-500
Closed -$83.7K – 2191
2023
Q2 		$83.7K Hold
500
– – ﹤0.01% 1715
2023
Q1 		$75.4K Buy
+500
New +$83.4K ﹤0.01% 1399
2022
Q4 		– Sell
-800
Closed -$146K – 1590
2022
Q3 		$146K Buy
800
+500
+167% +$98.1K ﹤0.01% 1524
2022
Q2 		$54K Sell
300
-5,000
-94% -$936K ﹤0.01% 1620
2022
Q1 		$1.04M Buy
5,300
+3,100
+141% +$542K ﹤0.01% 1292
2021
Q4 		$367K Sell
2,200
-5,000
-69% -$809K ﹤0.01% 1510
2021
Q3 		$1.18M Sell
7,200
-1,400
-16% -$241K ﹤0.01% 1354
2021
Q2 		$1.41M Buy
8,600
+1,300
+18% +$208K ﹤0.01% 1139
2021
Q1 		$1.11M Buy
7,300
+4,900
+204% +$747K ﹤0.01% 1087
2020
Q4 		$389K Buy
+2,400
New +$381K ﹤0.01% 1308

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. 785 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.
  • 785 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.