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

NEOS 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
2026
Q1 		$1.55M Buy
9,833
+8,326
+552% +$1.43M 0.01% 522
2025
Q4 		$275K Buy
1,507
+15
+1% +$2.5K ﹤0.01% 642
2025
Q3 		$222K Buy
+1,492
New +$248K ﹤0.01% 620

Other funds holding JKHY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

NEOS Investment Management's JKHY Position: Q1 2026 in Review

NEOS Investment Management increased its Jack Henry & Associates (JKHY) stake by 552% in Q1 2026, buying an estimated $1.43M and bringing the position to 9,833 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #522.

NEOS Investment Management first reported a position in JKHY in Q3 2025 and has held it in 3 quarters since. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • NEOS Investment Management held 9,833 shares of Jack Henry & Associates worth $1.55M as of Q1 2026.
  • NEOS Investment Management bought 8,326 Jack Henry & Associates shares in Q1 2026, an estimated $1.43M.
  • Jack Henry & Associates made up 0.01% of NEOS Investment Management's portfolio in Q1 2026, its #522 holding.
  • NEOS Investment Management first reported a position in Jack Henry & Associates in Q3 2025 and has held it in 3 quarters since.
  • 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

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