NSGL
JCAP

No Street GP LP’s Jefferson Capital JCAP Stock Holding History

No Street GP LP’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
2025
Q4 		– Sell
-172,625
Closed -$2.98M – 42
2025
Q3 		$2.98M Sell
172,625
-502,375
-74% -$8.92M 0.2% 29
2025
Q2 		$12.5M Buy
+675,000
New +$12.6M 0.92% 26

Other funds holding JCAP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

No Street GP LP's JCAP Position: Q4 2025 in Review

No Street GP LP sold out of Jefferson Capital (JCAP) in Q4 2025, closing a stake of 172,625 shares — an estimated $2.98M sold.

No Street GP LP first reported a position in JCAP in Q2 2025 and held it in 2 quarters. The position peaked at $12.5M in Q2 2025. 91 funds tracked by Wall St. Rank hold JCAP as of Q4 2025.

  • No Street GP LP reported no remaining Jefferson Capital position as of Q4 2025 after selling out during the quarter.
  • No Street GP LP sold 172,625 Jefferson Capital shares in Q4 2025, an estimated $2.98M.
  • No Street GP LP first reported a position in Jefferson Capital in Q2 2025 and held it in 2 quarters.
  • No Street GP LP's Jefferson Capital position peaked at $12.5M in Q2 2025.
  • 91 funds tracked by Wall St. Rank held Jefferson Capital as of Q4 2025.

Based on No Street GP LP's 13F filing for Q4 2025, filed 17 Feb 2026.