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Longfellow Investment Management’s Jack Henry & Associates JKHY Stock Holding History

Longfellow Investment 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
-7
Closed -$1.04K – 253
2025
Q3 		$1.04K Hold
7
– – ﹤0.01% 236
2025
Q2 		$1.26K Hold
7
– – ﹤0.01% 239
2025
Q1 		$1.28K Hold
7
– – ﹤0.01% 242
2024
Q4 		$1.23K Hold
7
– – ﹤0.01% 251
2024
Q3 		$1.24K Hold
7
– – ﹤0.01% 235
2024
Q2 		$1.16K Hold
7
– – ﹤0.01% 231
2024
Q1 		$1.22K Hold
7
– – ﹤0.01% 246
2023
Q4 		$1.14K Hold
7
– – ﹤0.01% 225
2023
Q3 		$1.06K Hold
7
– – ﹤0.01% 215
2023
Q2 		$1.17K Buy
7
+4
+133% +$623 ﹤0.01% 242
2023
Q1 		$452 Hold
3
– – ﹤0.01% 267
2022
Q4 		$527 Hold
3
– – ﹤0.01% 271
2022
Q3 		$1K Hold
3
– – ﹤0.01% 312
2022
Q2 		$1K Hold
3
– – ﹤0.01% 340
2022
Q1 		$1K Hold
3
– – ﹤0.01% 374
2021
Q4 		$1K Hold
3
– – ﹤0.01% 376
2021
Q3 		$1K Hold
3
– – ﹤0.01% 401
2021
Q2 		$1K Hold
3
– – ﹤0.01% 418
2021
Q1 		$1K Hold
3
– – ﹤0.01% 474
2020
Q4 		$1K Buy
+3
New +$476 ﹤0.01% 491

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Longfellow Investment Management's JKHY Position: Q4 2025 in Review

Longfellow Investment Management sold out of Jack Henry & Associates (JKHY) in Q4 2025, closing a stake of 7 shares — an estimated $1.04K sold.

Longfellow Investment Management first reported a position in JKHY in Q4 2020 and held it in 20 quarters. The position peaked at $1.28K in Q1 2025. 785 funds tracked by Wall St. Rank hold JKHY as of Q4 2025.

  • Longfellow Investment Management reported no remaining Jack Henry & Associates position as of Q4 2025 after selling out during the quarter.
  • Longfellow Investment Management sold 7 Jack Henry & Associates shares in Q4 2025, an estimated $1.04K.
  • Longfellow Investment Management first reported a position in Jack Henry & Associates in Q4 2020 and held it in 20 quarters.
  • Longfellow Investment Management's Jack Henry & Associates position peaked at $1.28K in Q1 2025.
  • 785 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q4 2025.

Based on Longfellow Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.