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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
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

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

Optimize Financial's JKHY Position: Q1 2026 in Review

Optimize Financial reduced its Jack Henry & Associates (JKHY) stake by 1.8% in Q1 2026, selling an estimated $8.73K and leaving 2,772 shares worth $438K. The position accounts for 0.22% of the portfolio, ranked #160.

Optimize Financial first reported a position in JKHY in Q3 2025 and has held it in 3 quarters since. The position peaked at $515K in Q4 2025. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Optimize Financial held 2,772 shares of Jack Henry & Associates worth $438K as of Q1 2026.
  • Optimize Financial sold 51 Jack Henry & Associates shares in Q1 2026, an estimated $8.73K.
  • Jack Henry & Associates made up 0.22% of Optimize Financial's portfolio in Q1 2026, its #160 holding.
  • Optimize Financial first reported a position in Jack Henry & Associates in Q3 2025 and has held it in 3 quarters since.
  • Optimize Financial's Jack Henry & Associates position peaked at $515K in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.