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Synergy Investment Management’s Jack Henry & Associates JKHY Stock Holding History

Synergy Investment Management’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 		$158 Buy
+1
New +$171 ﹤0.01% 891
2025
Q2 		– Sell
-12
Closed -$2.19K – 348
2025
Q1 		$2.19K Hold
12
– – ﹤0.01% 537
2024
Q4 		$2.1K Buy
+12
New +$2.15K ﹤0.01% 566

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

Synergy Investment Management's JKHY Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Jack Henry & Associates (JKHY) in Q1 2026: 1 share worth $158. The stake represents ﹤0.01% of the portfolio and ranks #891 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in JKHY as recently as Q1 2025.

Synergy Investment Management first reported a position in JKHY in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.19K in Q1 2025. 769 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Synergy Investment Management held 1 share of Jack Henry & Associates worth $158 as of Q1 2026.
  • Jack Henry & Associates was a new Synergy Investment Management position in Q1 2026.
  • Jack Henry & Associates made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #891 holding.
  • Synergy Investment Management first reported a position in Jack Henry & Associates in Q4 2024 and has held it in 3 quarters since.
  • Synergy Investment Management's Jack Henry & Associates position peaked at $2.19K in Q1 2025.
  • 769 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.