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

Waverly 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 Q1	$318K	Buy	2,015 +10	+0.5%	+$1.71K	﹤0.01%	1274
2025 Q4	$366K	Buy	2,005 +369	+23%	+$61.5K	﹤0.01%	1128
2025 Q3	$244K	Buy	1,636 +40	+3%	+$6.64K	﹤0.01%	1122
2025 Q2	$288K	Sell	1,596 -30	-2%	-$5.33K	﹤0.01%	983
2025 Q1	$297K	Buy	+1,626	New	+$284K	﹤0.01%	927
2018 Q1	–	Sell	-2,945	Closed	-$344K	–	277
2017 Q4	$344K	Hold	2,945	–	–	0.05%	183
2017 Q3	$303K	Hold	2,945	–	–	0.07%	178
2017 Q2	$306K	Hold	2,945	–	–	0.08%	174
2017 Q1	$274K	Hold	2,945	–	–	0.07%	180
2016 Q4	$261K	Sell	2,945 -100	-3%	-$8.54K	0.1%	92
2016 Q3	$260K	Hold	3,045	–	–	0.11%	75
2016 Q2	$266K	Sell	3,045 -221	-7%	-$18.5K	0.12%	66
2016 Q1	$276K	Sell	3,266 -459	-12%	-$36.8K	0.17%	61
2015 Q4	$291K	Buy	+3,725	New	+$286K	0.13%	92

Other funds holding JKHY

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Waverly Advisors's JKHY Position: Q1 2026 in Review

Waverly Advisors increased its Jack Henry & Associates (JKHY) stake by 0.5% in Q1 2026, buying an estimated $1.71K and bringing the position to 2,015 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

Waverly Advisors first reported a position in JKHY in Q4 2015 and has held it in 14 quarters since. The position peaked at $366K in Q4 2025. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

Waverly Advisors held 2,015 shares of Jack Henry & Associates worth $318K as of Q1 2026.
Waverly Advisors bought 10 Jack Henry & Associates shares in Q1 2026, an estimated $1.71K.
Jack Henry & Associates made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1274 holding.
Waverly Advisors first reported a position in Jack Henry & Associates in Q4 2015 and has held it in 14 quarters since.
Waverly Advisors's Jack Henry & Associates position peaked at $366K in Q4 2025.
768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.