CX Institutional
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CX Institutional’s Jack Henry & Associates JKHY Stock Holding History

CX Institutional’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
Q3 		$123K Buy
859
+261
+44% +$40.6K ﹤0.01% 836
2026
Q2 		$82K Buy
598
+48
+9% +$6.81K ﹤0.01% 900
2026
Q1 		$87K Sell
550
-110
-17% -$18.8K ﹤0.01% 880
2025
Q4 		$120K Buy
660
+431
+188% +$71.8K ﹤0.01% 820
2025
Q3 		$34K Sell
229
-1,035
-82% -$172K ﹤0.01% 1006
2025
Q2 		$228K Buy
1,264
+75
+6% +$13.3K 0.01% 585
2025
Q1 		$217K Buy
+1,189
New +$208K 0.01% 577
2022
Q3 		– Sell
-193
Closed -$35K – 823
2022
Q2 		$35K Buy
+193
New +$36.1K ﹤0.01% 743
2021
Q4 		– Sell
-168
Closed -$28K – 647
2021
Q3 		$28K Buy
168
+7
+4% +$1.2K ﹤0.01% 685
2021
Q2 		$26K Buy
161
+35
+28% +$5.59K ﹤0.01% 690
2021
Q1 		$19K Buy
126
+83
+193% +$12.7K ﹤0.01% 680
2020
Q4 		$7K Sell
43
-4
-9% -$635 ﹤0.01% 768
2020
Q3 		$8K Sell
47
-15
-24% -$2.6K ﹤0.01% 699
2020
Q2 		$11K Buy
62
+40
+182% +$6.97K ﹤0.01% 549
2020
Q1 		$3K Hold
22
– – ﹤0.01% 619
2019
Q4 		$3K Hold
22
– – ﹤0.01% 633
2019
Q3 		$3K Sell
22
-2
-8% -$283 ﹤0.01% 675
2019
Q2 		$3K Buy
24
+10
+71% +$1.38K ﹤0.01% 698
2019
Q1 		$2K Buy
+14
New +$1.85K ﹤0.01% 689

Other funds holding JKHY

Walker Asset Management
Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Martin Capital Partners
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

CX Institutional's JKHY Position: Q3 2026 in Review

CX Institutional increased its Jack Henry & Associates (JKHY) stake by 44% in Q3 2026, buying an estimated $40.6K and bringing the position to 859 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

CX Institutional first reported a position in JKHY in Q1 2019 and has held it in 19 quarters since. The position peaked at $228K in Q2 2025. 155 funds tracked by Wall St. Rank hold JKHY as of Q3 2026.

  • CX Institutional held 859 shares of Jack Henry & Associates worth $123K as of Q3 2026.
  • CX Institutional bought 261 Jack Henry & Associates shares in Q3 2026, an estimated $40.6K.
  • Jack Henry & Associates made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #836 holding.
  • CX Institutional first reported a position in Jack Henry & Associates in Q1 2019 and has held it in 19 quarters since.
  • CX Institutional's Jack Henry & Associates position peaked at $228K in Q2 2025.
  • 155 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.