ClearBridge Investments
JCAP

ClearBridge Investments’s Jefferson Capital JCAP Stock Holding History

ClearBridge Investments’s Portfolio JCAP Stock Details JCAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.35M Buy
330,392
+93,449
+39% +$1.98M 0.01% 534
2025
Q4 		$5.29M Sell
236,943
-20,598
-8% -$416K ﹤0.01% 573
2025
Q3 		$4.45M Buy
257,541
+6,151
+2% +$109K ﹤0.01% 601
2025
Q2 		$4.64M Buy
+251,390
New +$4.69M ﹤0.01% 574

Other funds holding JCAP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments's JCAP Position: Q1 2026 in Review

ClearBridge Investments increased its Jefferson Capital (JCAP) stake by 39% in Q1 2026, buying an estimated $1.98M and bringing the position to 330,392 shares worth $6.35M. The position accounts for 0.01% of the portfolio, ranked #534.

ClearBridge Investments first reported a position in JCAP in Q2 2025 and has held it in 4 quarters since. 107 funds tracked by Wall St. Rank hold JCAP as of Q1 2026.

  • ClearBridge Investments held 330,392 shares of Jefferson Capital worth $6.35M as of Q1 2026.
  • ClearBridge Investments bought 93,449 Jefferson Capital shares in Q1 2026, an estimated $1.98M.
  • Jefferson Capital made up 0.01% of ClearBridge Investments's portfolio in Q1 2026, its #534 holding.
  • ClearBridge Investments first reported a position in Jefferson Capital in Q2 2025 and has held it in 4 quarters since.
  • 107 funds tracked by Wall St. Rank held Jefferson Capital as of Q1 2026.

Based on ClearBridge Investments's 13F filing for Q1 2026, filed 13 May 2026.