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Paloma Partners’s Jack Henry & Associates JKHY Stock Holding History

Paloma Partners’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
2024
Q4 		– Sell
-1,228
Closed -$217K – 685
2024
Q3 		$217K Buy
+1,228
New +$208K 0.01% 941
2021
Q3 		– Sell
-1,742
Closed -$285K – 1496
2021
Q2 		$285K Sell
1,742
-895
-34% -$143K 0.01% 1338
2021
Q1 		$400K Sell
2,637
-15,184
-85% -$2.32M 0.01% 1287
2020
Q4 		$2.89M Buy
+17,821
New +$2.83M 0.08% 283
2020
Q3 		– Sell
-39,217
Closed -$7.22M – 2271
2020
Q2 		$7.22M Buy
39,217
+36,454
+1,319% +$6.35M 0.13% 181
2020
Q1 		$429K Sell
2,763
-1,958
-41% -$304K 0.02% 560
2019
Q4 		$688K Sell
4,721
-2,885
-38% -$421K 0.01% 1185
2019
Q3 		$1.11M Buy
7,606
+3,306
+77% +$469K 0.02% 690
2019
Q2 		$576K Sell
4,300
-267
-6% -$36.9K 0.01% 968
2019
Q1 		$634K Buy
+4,567
New +$604K 0.02% 948
2018
Q4 		– Sell
-9,074
Closed -$1.45M – 1523
2018
Q3 		$1.45M Buy
+9,074
New +$1.33M 0.03% 587
2018
Q2 		– Sell
-3,421
Closed -$414K – 1919
2018
Q1 		$414K Buy
+3,421
New +$416K 0.01% 1472
2017
Q2 		– Sell
-5,110
Closed -$476K – 2308
2017
Q1 		$476K Sell
5,110
-5,406
-51% -$498K 0.01% 1600
2016
Q4 		$934K Buy
+10,516
New +$898K 0.01% 1216
2016
Q3 		– Sell
-11,391
Closed -$994K – 1986
2016
Q2 		$994K Buy
+11,391
New +$952K 0.01% 1156
2015
Q4 		– Sell
-9,109
Closed -$634K – 1811
2015
Q3 		$634K Buy
+9,109
New +$627K 0.01% 912
2015
Q1 		– Sell
-5,985
Closed -$372K – 1308
2014
Q4 		$372K Sell
5,985
-7,820
-57% -$466K 0.02% 780
2014
Q3 		$769K Buy
13,805
+6,782
+97% +$395K 0.04% 399
2014
Q2 		$417K Buy
+7,023
New +$401K 0.02% 669
2013
Q3 		– Sell
-5,381
Closed -$254K – 1061
2013
Q2 		$254K Buy
+5,381
New +$249K 0.01% 766

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Paloma Partners's JKHY Position: Q4 2024 in Review

Paloma Partners sold out of Jack Henry & Associates (JKHY) in Q4 2024, closing a stake of 1,228 shares — an estimated $217K sold.

Paloma Partners first reported a position in JKHY in Q2 2013 and held it in 20 quarters. The position peaked at $7.22M in Q2 2020. 711 funds tracked by Wall St. Rank hold JKHY as of Q4 2024.

  • Paloma Partners reported no remaining Jack Henry & Associates position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 1,228 Jack Henry & Associates shares in Q4 2024, an estimated $217K.
  • Paloma Partners first reported a position in Jack Henry & Associates in Q2 2013 and held it in 20 quarters.
  • Paloma Partners's Jack Henry & Associates position peaked at $7.22M in Q2 2020.
  • 711 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.