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Westerkirk Capital’s Jack Henry & Associates JKHY Stock Holding History

Westerkirk Capital’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 		$269K Hold
1,700
– – 0.03% 177
2025
Q4 		$310K Hold
1,700
– – 0.03% 177
2025
Q3 		$253K Hold
1,700
– – 0.03% 218
2025
Q2 		$306K Buy
+1,700
New +$302K 0.04% 206

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

Westerkirk Capital's JKHY Position: Q1 2026 in Review

Westerkirk Capital held its Jack Henry & Associates (JKHY) position steady in Q1 2026 at 1,700 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #177.

Westerkirk Capital first reported a position in JKHY in Q2 2025 and has held it in 4 quarters since. The position peaked at $310K in Q4 2025. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Westerkirk Capital held 1,700 shares of Jack Henry & Associates worth $269K as of Q1 2026.
  • Westerkirk Capital left its Jack Henry & Associates share count unchanged in Q1 2026.
  • Jack Henry & Associates made up 0.03% of Westerkirk Capital's portfolio in Q1 2026, its #177 holding.
  • Westerkirk Capital first reported a position in Jack Henry & Associates in Q2 2025 and has held it in 4 quarters since.
  • Westerkirk Capital's Jack Henry & Associates position peaked at $310K in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Westerkirk Capital's 13F filing for Q1 2026, filed 14 May 2026.