Geode Capital Management
JCAP

Geode Capital Management’s Jefferson Capital JCAP Stock Holding History

Geode Capital Management’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 		$13.3M Buy
691,217
+430,341
+165% +$9.1M ﹤0.01% 2211
2025
Q4 		$5.83M Sell
260,876
-33,649
-11% -$680K ﹤0.01% 2690
2025
Q3 		$5.08M Buy
+294,525
New +$5.23M ﹤0.01% 2766

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

Geode Capital Management's JCAP Position: Q1 2026 in Review

Geode Capital Management increased its Jefferson Capital (JCAP) stake by 165% in Q1 2026, buying an estimated $9.1M and bringing the position to 691,217 shares worth $13.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2211.

Geode Capital Management first reported a position in JCAP in Q3 2025 and has held it in 3 quarters since. 107 funds tracked by Wall St. Rank hold JCAP as of Q1 2026.

  • Geode Capital Management held 691,217 shares of Jefferson Capital worth $13.3M as of Q1 2026.
  • Geode Capital Management bought 430,341 Jefferson Capital shares in Q1 2026, an estimated $9.1M.
  • Jefferson Capital made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #2211 holding.
  • Geode Capital Management first reported a position in Jefferson Capital in Q3 2025 and has held it in 3 quarters since.
  • 107 funds tracked by Wall St. Rank held Jefferson Capital as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.