Jacobs Levy Equity Management’s Jack Henry & Associates JKHY Stock Holding History

Jacobs Levy Equity Management’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	-5,567	Closed	-$829K	–	995
2025 Q3	$829K	Hold	5,567	–	–	﹤0.01%	752
2025 Q2	$1M	Sell	5,567 -11,665	-68%	-$2.07M	﹤0.01%	755
2025 Q1	$3.15M	Buy	+17,232	New	+$3.01M	0.01%	563
2015 Q3	–	Sell	-23,030	Closed	-$1.49M	–	839
2015 Q2	$1.49M	Buy	23,030 +4,640	+25%	+$308K	0.03%	414
2015 Q1	$1.28M	Hold	18,390	–	–	0.02%	434
2014 Q4	$1.14M	Buy	+18,390	New	+$1.1M	0.02%	479
2014 Q1	–	Sell	-5,340	Closed	-$316K	–	947
2013 Q4	$316K	Buy	+5,340	New	+$298K	﹤0.01%	802

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

Jacobs Levy Equity Management's JKHY Position: Q4 2025 in Review

Jacobs Levy Equity Management sold out of Jack Henry & Associates (JKHY) in Q4 2025, closing a stake of 5,567 shares — an estimated $829K sold.

Jacobs Levy Equity Management first reported a position in JKHY in Q4 2013 and held it in 7 quarters. The position peaked at $3.15M in Q1 2025. 783 funds tracked by Wall St. Rank hold JKHY as of Q4 2025.

Jacobs Levy Equity Management reported no remaining Jack Henry & Associates position as of Q4 2025 after selling out during the quarter.
Jacobs Levy Equity Management sold 5,567 Jack Henry & Associates shares in Q4 2025, an estimated $829K.
Jacobs Levy Equity Management first reported a position in Jack Henry & Associates in Q4 2013 and held it in 7 quarters.
Jacobs Levy Equity Management's Jack Henry & Associates position peaked at $3.15M in Q1 2025.
783 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q4 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2025, filed 13 Feb 2026.