RA
JKHY icon

Rational Advisors’s Jack Henry & Associates JKHY Stock Holding History

Rational Advisors’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 		$3.58K Buy
26
+1
+4% +$142 ﹤0.01% 193
2026
Q1 		$3.95K Hold
25
– – ﹤0.01% 176
2025
Q4 		$4.56K Buy
25
+5
+25% +$833 ﹤0.01% 181
2025
Q3 		$2.98K Sell
20
-16
-44% -$2.66K ﹤0.01% 191
2025
Q2 		$6.49K Buy
+36
New +$6.39K ﹤0.01% 189
2020
Q4 		– Sell
-206
Closed -$33K – 416
2020
Q3 		$33K Buy
+206
New +$35.8K 0.01% 202
2019
Q2 		– Sell
-16,772
Closed -$2.33M – 570
2019
Q1 		$2.33M Buy
+16,772
New +$2.22M 0.63% 54
2017
Q4 		– Sell
-2,600
Closed -$267K – 324
2017
Q3 		$267K Sell
2,600
-900
-26% -$93.2K 0.14% 167
2017
Q2 		$364K Buy
3,500
+200
+6% +$20K 0.23% 119
2017
Q1 		$307K Buy
+3,300
New +$304K 0.2% 123
2015
Q3 		$156K Hold
2,238
– – 0.06% 179
2015
Q2 		$145K Sell
2,238
-189
-8% -$12.5K 0.05% 194
2015
Q1 		$170K Sell
2,427
-673
-22% -$44K 0.04% 196
2014
Q4 		$193K Buy
+3,100
New +$185K 0.04% 224
2013
Q4 		$204K Sell
3,453
-381
-10% -$21.2K 0.02% 482
2013
Q3 		$198K Sell
3,834
-38
-1% -$1.9K 0.02% 513
2013
Q2 		$182K Buy
+3,872
New +$179K 0.02% 518

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

Rational Advisors's JKHY Position: Q2 2026 in Review

Rational Advisors increased its Jack Henry & Associates (JKHY) stake by 4% in Q2 2026, buying an estimated $142 and bringing the position to 26 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #193.

Rational Advisors first reported a position in JKHY in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.33M in Q1 2019. 710 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Rational Advisors held 26 shares of Jack Henry & Associates worth $3.58K as of Q2 2026.
  • Rational Advisors bought 1 Jack Henry & Associates share in Q2 2026, an estimated $142.
  • Jack Henry & Associates made up ﹤0.01% of Rational Advisors's portfolio in Q2 2026, its #193 holding.
  • Rational Advisors first reported a position in Jack Henry & Associates in Q2 2013 and has held it in 17 quarters since.
  • Rational Advisors's Jack Henry & Associates position peaked at $2.33M in Q1 2019.
  • 710 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.