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Optimize Financial’s Jack Henry & Associates JKHY Stock Holding History

Optimize Financial’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
Q2 		$381K Sell
2,763
-9
-0.3% -$1.28K 0.14% 222
2026
Q1 		$438K Sell
2,772
-51
-2% -$8.73K 0.22% 160
2025
Q4 		$515K Buy
2,823
+40
+1% +$6.66K 0.26% 116
2025
Q3 		$414K Buy
+2,783
New +$462K 0.22% 199

Other funds holding JKHY

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Optimize Financial's JKHY Position: Q2 2026 in Review

Optimize Financial reduced its Jack Henry & Associates (JKHY) stake by 0.32% in Q2 2026, selling an estimated $1.28K and leaving 2,763 shares worth $381K. The position accounts for 0.14% of the portfolio, ranked #222.

Optimize Financial first reported a position in JKHY in Q3 2025 and has held it in 4 quarters since. The position peaked at $515K in Q4 2025. 712 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Optimize Financial held 2,763 shares of Jack Henry & Associates worth $381K as of Q2 2026.
  • Optimize Financial sold 9 Jack Henry & Associates shares in Q2 2026, an estimated $1.28K.
  • Jack Henry & Associates made up 0.14% of Optimize Financial's portfolio in Q2 2026, its #222 holding.
  • Optimize Financial first reported a position in Jack Henry & Associates in Q3 2025 and has held it in 4 quarters since.
  • Optimize Financial's Jack Henry & Associates position peaked at $515K in Q4 2025.
  • 712 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.