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
-2,100
Closed -$368K – 1636
2024
Q4 		$368K Buy
2,100
+900
+75% +$161K ﹤0.01% 1418
2024
Q3 		$212K Buy
1,200
+1,000
+500% +$169K ﹤0.01% 1561
2024
Q2 		$33.2K Buy
+200
New +$33.2K ﹤0.01% 1984
2024
Q1 		– Sell
-1,400
Closed -$229K – 2439
2023
Q4 		$229K Buy
1,400
+1,100
+367% +$168K ﹤0.01% 1724
2023
Q3 		$45.3K Sell
300
-2,300
-88% -$371K ﹤0.01% 2026
2023
Q2 		$435K Buy
2,600
+300
+13% +$46.7K ﹤0.01% 1216
2023
Q1 		$347K Buy
+2,300
New +$384K ﹤0.01% 1127
2022
Q4 		– Sell
-2,400
Closed -$437K – 1591
2022
Q3 		$437K Buy
2,400
+1,000
+71% +$196K ﹤0.01% 1318
2022
Q2 		$252K Sell
1,400
-26,400
-95% -$4.94M ﹤0.01% 1366
2022
Q1 		$5.48M Buy
27,800
+14,000
+101% +$2.45M 0.02% 673
2021
Q4 		$2.3M Sell
13,800
-14,600
-51% -$2.36M ﹤0.01% 1083
2021
Q3 		$4.66M Sell
28,400
-8,200
-22% -$1.41M 0.01% 882
2021
Q2 		$5.98M Buy
36,600
+9,300
+34% +$1.49M 0.01% 677
2021
Q1 		$4.14M Buy
27,300
+18,400
+207% +$2.81M 0.01% 704
2020
Q4 		$1.44M Buy
+8,900
New +$1.41M ﹤0.01% 968

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. 784 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.
  • 784 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.