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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
Q2 		$851K Buy
6,177
+489
+9% +$69.4K 0.01% 1098
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

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Concurrent Investment Advisors's JKHY Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Jack Henry & Associates (JKHY) stake by 8.6% in Q2 2026, buying an estimated $69.4K and bringing the position to 6,177 shares worth $851K. The position accounts for 0.01% of the portfolio, ranked #1098.

Concurrent Investment Advisors first reported a position in JKHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.18M in Q4 2025. 712 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Concurrent Investment Advisors held 6,177 shares of Jack Henry & Associates worth $851K as of Q2 2026.
  • Concurrent Investment Advisors bought 489 Jack Henry & Associates shares in Q2 2026, an estimated $69.4K.
  • Jack Henry & Associates made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1098 holding.
  • Concurrent Investment Advisors first reported a position in Jack Henry & Associates in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Jack Henry & Associates position peaked at $1.18M in Q4 2025.
  • 712 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.