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Summitry LLC’s Jack Henry & Associates JKHY Stock Holding History

Summitry LLC’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 		$298K Sell
2,167
-1,968
-48% -$279K 0.01% 244
2026
Q1 		$653K Buy
4,135
+191
+5% +$32.7K 0.02% 109
2025
Q4 		$720K Buy
+3,944
New +$657K 0.03% 87

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

Summitry LLC's JKHY Position: Q2 2026 in Review

Summitry LLC reduced its Jack Henry & Associates (JKHY) stake by 48% in Q2 2026, selling an estimated $279K and leaving 2,167 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #244.

Summitry LLC first reported a position in JKHY in Q4 2025 and has held it in 3 quarters since. The position peaked at $720K in Q4 2025. 710 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Summitry LLC held 2,167 shares of Jack Henry & Associates worth $298K as of Q2 2026.
  • Summitry LLC sold 1,968 Jack Henry & Associates shares in Q2 2026, an estimated $279K.
  • Jack Henry & Associates made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #244 holding.
  • Summitry LLC first reported a position in Jack Henry & Associates in Q4 2025 and has held it in 3 quarters since.
  • Summitry LLC's Jack Henry & Associates position peaked at $720K in Q4 2025.
  • 710 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.