Primecap Management’s Jamf JAMF Stock Holding History

Primecap Management’s Portfolio JAMF Stock Details JAMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-18,000	Closed	-$193K	–	330
2025 Q3	$193K	Hold	18,000	–	–	﹤0.01%	325
2025 Q2	$171K	Sell	18,000 -13,000	-42%	-$140K	﹤0.01%	330
2025 Q1	$377K	Sell	31,000 -17,000	-35%	-$244K	﹤0.01%	328
2024 Q4	$674K	Hold	48,000	–	–	﹤0.01%	319
2024 Q3	$833K	Hold	48,000	–	–	﹤0.01%	322
2024 Q2	$792K	Sell	48,000 -56,900	-54%	-$996K	﹤0.01%	322
2024 Q1	$1.92M	Buy	104,900 +14,000	+15%	+$263K	﹤0.01%	311
2023 Q4	$1.64M	Hold	90,900	–	–	﹤0.01%	315
2023 Q3	$1.61M	Sell	90,900 -2,700	-3%	-$50.1K	﹤0.01%	309
2023 Q2	$1.83M	Sell	93,600 -3,700	-4%	-$68.5K	﹤0.01%	305
2023 Q1	$1.89M	Hold	97,300	–	–	﹤0.01%	302
2022 Q4	$2.07M	Hold	97,300	–	–	﹤0.01%	299
2022 Q3	$2.16M	Hold	97,300	–	–	﹤0.01%	300
2022 Q2	$2.41M	Sell	97,300 -5,700	-6%	-$160K	﹤0.01%	302
2022 Q1	$3.58M	Hold	103,000	–	–	﹤0.01%	295
2021 Q4	$3.92M	Buy	103,000 +25,000	+32%	+$968K	﹤0.01%	300
2021 Q3	$3M	Buy	78,000 +6,500	+9%	+$223K	﹤0.01%	307
2021 Q2	$2.4M	Buy	+71,500	New	+$2.44M	﹤0.01%	308

Other funds holding JAMF

VEPM

Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCM

Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Primecap Management's JAMF Position: Q4 2025 in Review

Primecap Management sold out of Jamf (JAMF) in Q4 2025, closing a stake of 18,000 shares — an estimated $193K sold.

Primecap Management first reported a position in JAMF in Q2 2021 and held it in 18 quarters. The position peaked at $3.92M in Q4 2021. 210 funds tracked by Wall St. Rank hold JAMF as of Q4 2025.

Primecap Management reported no remaining Jamf position as of Q4 2025 after selling out during the quarter.
Primecap Management sold 18,000 Jamf shares in Q4 2025, an estimated $193K.
Primecap Management first reported a position in Jamf in Q2 2021 and held it in 18 quarters.
Primecap Management's Jamf position peaked at $3.92M in Q4 2021.
210 funds tracked by Wall St. Rank held Jamf as of Q4 2025.

Based on Primecap Management's 13F filing for Q4 2025, filed 11 Feb 2026.