Jamf (JAMF)

• Market cap: $1.41B
• 1 day: 0.47%
• 5 days: 15.34%
• 1 month: 28.95%
• 3 months: 5.68%
• 6 months: -20.18%
• Year to date: -24.77%
• 1 year: -39.91%
• 5 years: -67.97%
• 10 years: -72.96%
• Sector: Technology
• Industry: Software - Application

About: Jamf Holding Corp is the standard in Apple Enterprise Management, and its cloud software platform is the vertically focused Apple infrastructure and security platform. The company helps organizations, including businesses, hospitals, schools, and government agencies, connect, manage, and protect Apple products, apps, and corporate resources in the cloud without ever having to touch the devices. It sells its Software-as-a-Service, or SaaS, solutions via a subscription model, through a direct sales force, online, and indirectly via its channel partners, including Apple. The company operates in The Americas; Europe, the Middle East, India, and Africa; and Asia Pacific.

Employees: 2,595

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

118% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $462K

96% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 26

55% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 55

13% more funds holding

Funds holding: 188 [Q1] → 212 (+24) [Q2]

0.03% more ownership

Funds ownership: 93.94% [Q1] → 93.97% (+0.03%) [Q2]

17% less funds holding in top 10

Funds holding in top 10: 6 [Q1] → 5 (-1) [Q2]

20% less capital invested

Capital invested by funds: $1.48B [Q1] → $1.18B (-$298M) [Q2]

Research analyst outlook

8 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $10
• Avg. target: $13.75
• High target: $20

8 analyst ratings

• positive: 5 63%
• neutral: 3 38%
• negative: 0 0%

Morgan Stanley Hamza Fodderwala	$10	Equal-Weight Maintained	2 Sep 2025
Needham Joshua Reilly	$20	Buy Reiterated	26 Aug 2025
Canaccord Genuity David Hynes	$15	Buy Maintained	8 Aug 2025
JMP Securities Patrick Walravens	$18	Market Outperform Maintained	8 Aug 2025
Barclays Raimo Lenschow	$10	Equal-Weight Maintained	21 Jul 2025