Edgestream Partners’s Jack Henry & Associates JKHY Stock Holding History

Edgestream Partners’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 Q4	–	Sell	-4,424	Closed	-$659K	–	1051
2025 Q3	$659K	Buy	+4,424	New	+$734K	0.02%	691
2024 Q1	–	Sell	-16,495	Closed	-$2.7M	–	921
2023 Q4	$2.7M	Buy	16,495 +9,768	+145%	+$1.5M	0.19%	169
2023 Q3	$1.02M	Buy	6,727 +1,542	+30%	+$249K	0.08%	394
2023 Q2	$868K	Sell	5,185 -2,754	-35%	-$429K	0.08%	387
2023 Q1	$1.2M	Buy	+7,939	New	+$1.32M	0.13%	253
2022 Q4	–	Sell	-1,213	Closed	-$221K	–	569
2022 Q3	$221K	Buy	+1,213	New	+$238K	0.02%	421
2022 Q2	–	Sell	-3,067	Closed	-$604K	–	570
2022 Q1	$604K	Buy	+3,067	New	+$536K	0.05%	395

Other funds holding JKHY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Edgestream Partners's JKHY Position: Q4 2025 in Review

Edgestream Partners sold out of Jack Henry & Associates (JKHY) in Q4 2025, closing a stake of 4,424 shares — an estimated $659K sold.

Edgestream Partners first reported a position in JKHY in Q1 2022 and held it in 7 quarters. The position peaked at $2.7M in Q4 2023. 783 funds tracked by Wall St. Rank hold JKHY as of Q4 2025.

Edgestream Partners reported no remaining Jack Henry & Associates position as of Q4 2025 after selling out during the quarter.
Edgestream Partners sold 4,424 Jack Henry & Associates shares in Q4 2025, an estimated $659K.
Edgestream Partners first reported a position in Jack Henry & Associates in Q1 2022 and held it in 7 quarters.
Edgestream Partners's Jack Henry & Associates position peaked at $2.7M in Q4 2023.
783 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q4 2025.

Based on Edgestream Partners's 13F filing for Q4 2025, filed 13 Feb 2026.