Yorktown Management & Research Company’s Jack Henry & Associates JKHY Stock Holding History

Yorktown Management & Research Company’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
2025 Q4	–	Sell	-2,850	Closed	-$424K	–	231
2025 Q3	$424K	Hold	2,850	–	–	0.34%	114
2025 Q2	$513K	Hold	2,850	–	–	0.49%	69
2025 Q1	$520K	Hold	2,850	–	–	0.57%	55
2024 Q4	$500K	Hold	2,850	–	–	0.48%	82
2024 Q3	$503K	Buy	+2,850	New	+$482K	0.52%	72
2020 Q1	–	Sell	-1,800	Closed	-$262K	–	277
2019 Q4	$262K	Hold	1,800	–	–	0.14%	220
2019 Q3	$263K	Sell	1,800 -800	-31%	-$113K	0.14%	208
2019 Q2	$348K	Hold	2,600	–	–	0.13%	198
2019 Q1	$361K	Hold	2,600	–	–	0.12%	202
2018 Q4	$329K	Hold	2,600	–	–	0.11%	187
2018 Q3	$416K	Hold	2,600	–	–	0.12%	178
2018 Q2	$339K	Buy	+2,600	New	+$323K	0.1%	226

Other funds holding JKHY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Yorktown Management & Research Company's JKHY Position: Q4 2025 in Review

Yorktown Management & Research Company sold out of Jack Henry & Associates (JKHY) in Q4 2025, closing a stake of 2,850 shares — an estimated $424K sold.

Yorktown Management & Research Company first reported a position in JKHY in Q2 2018 and held it in 12 quarters. The position peaked at $520K in Q1 2025. 785 funds tracked by Wall St. Rank hold JKHY as of Q4 2025.

Yorktown Management & Research Company reported no remaining Jack Henry & Associates position as of Q4 2025 after selling out during the quarter.
Yorktown Management & Research Company sold 2,850 Jack Henry & Associates shares in Q4 2025, an estimated $424K.
Yorktown Management & Research Company first reported a position in Jack Henry & Associates in Q2 2018 and held it in 12 quarters.
Yorktown Management & Research Company's Jack Henry & Associates position peaked at $520K in Q1 2025.
785 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q4 2025.

Based on Yorktown Management & Research Company's 13F filing for Q4 2025, filed 23 Jan 2026.