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

Concurrent 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
2026
Q1 		$899K Sell
5,688
-803
-12% -$138K 0.01% 916
2025
Q4 		$1.18M Buy
6,491
+2,838
+78% +$473K 0.01% 753
2025
Q3 		$544K Sell
3,653
-47
-1% -$7.8K 0.01% 880
2025
Q2 		$667K Sell
3,700
-19
-0.5% -$3.37K 0.01% 744
2025
Q1 		$679K Buy
3,719
+432
+13% +$75.4K 0.02% 656
2024
Q4 		$576K Buy
3,287
+615
+23% +$110K 0.02% 635
2024
Q3 		$472K Sell
2,672
-258
-9% -$43.7K 0.01% 638
2024
Q2 		$486K Buy
2,930
+658
+29% +$109K 0.02% 594
2024
Q1 		$395K Sell
2,272
-794
-26% -$135K 0.02% 610
2023
Q4 		$501K Buy
+3,066
New +$470K 0.02% 499

Other funds holding JKHY

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Concurrent Investment Advisors's JKHY Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Jack Henry & Associates (JKHY) stake by 12% in Q1 2026, selling an estimated $138K and leaving 5,688 shares worth $899K. The position accounts for 0.01% of the portfolio, ranked #916.

Concurrent Investment Advisors first reported a position in JKHY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.18M in Q4 2025. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Concurrent Investment Advisors held 5,688 shares of Jack Henry & Associates worth $899K as of Q1 2026.
  • Concurrent Investment Advisors sold 803 Jack Henry & Associates shares in Q1 2026, an estimated $138K.
  • Jack Henry & Associates made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #916 holding.
  • Concurrent Investment Advisors first reported a position in Jack Henry & Associates in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Jack Henry & Associates position peaked at $1.18M in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.