Wellington Management Group
JCAP

Wellington Management Group’s Jefferson Capital JCAP Stock Holding History

Wellington Management Group’s Portfolio JCAP Stock Details JCAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$62.9M Buy
3,270,966
+1,453,927
+80% +$30.8M 0.01% 659
2025
Q4 		$40.6M Buy
1,817,039
+715,258
+65% +$14.5M 0.01% 796
2025
Q3 		$19M Buy
+1,101,781
New +$19.6M ﹤0.01% 1042

Other funds holding JCAP

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wellington Management Group's JCAP Position: Q1 2026 in Review

Wellington Management Group increased its Jefferson Capital (JCAP) stake by 80% in Q1 2026, buying an estimated $30.8M and bringing the position to 3,270,966 shares worth $62.9M. The position accounts for 0.01% of the portfolio, ranked #659.

Wellington Management Group first reported a position in JCAP in Q3 2025 and has held it in 3 quarters since. 107 funds tracked by Wall St. Rank hold JCAP as of Q1 2026.

  • Wellington Management Group held 3,270,966 shares of Jefferson Capital worth $62.9M as of Q1 2026.
  • Wellington Management Group bought 1,453,927 Jefferson Capital shares in Q1 2026, an estimated $30.8M.
  • Jefferson Capital made up 0.01% of Wellington Management Group's portfolio in Q1 2026, its #659 holding.
  • Wellington Management Group first reported a position in Jefferson Capital in Q3 2025 and has held it in 3 quarters since.
  • 107 funds tracked by Wall St. Rank held Jefferson Capital as of Q1 2026.

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