Jamf Holding Corp.

JAMF • NASDAQ

Jamf Holding Corp. is a software - application company in the technology sector on NASDAQ, led by John Strosahl, with a market cap of $1.7B. As of Q3 2025, 94% of shares are held by 200 institutional investors, with VISTA EQUITY PARTNERS III, LLC as the largest holder at 34.15%.

Chief Executive OfficerJohn Strosahl

Market Cap$1.7B

Software - Application

Technology

Employees2.8K

Websitejamf.com

Country

United States of America

Overview

Overview of institutional ownership in JAMF as of Q3 2025 with a market cap of $1.4B

All Institutions

Institutions: 200
Value Held: $1.3B
Shares Held: 125.4M
Avg Position: $6.7M
Median Position: $475.7K

Hedge Funds

Hedge Funds: 41
Value Held: $267.3M
Shares Held: 25.0M
Avg Position: $6.5M
Median Position: $2.7M

Ownership Breakdown

Institutional (non-HF)

75.59%

$1.1B

Hedge Funds

18.81%

$267.3M

Retail & Other

5.6%

$79.6M

Based on market cap of $1.4B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in JAMF as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VISTA EQUITY PARTNERS III, LLC Private Equity	Robert Frederick Smith CEO	$485.3M 40.83% of portfolio	34.15% 45.4M shares	Q3 2020 Held for 5y 2m	$1.2B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$104.7M 0.00% of portfolio	7.37% 9.8M shares	Q3 2020 Held for 5y 2m	$6.69T
B BlackRock, Inc. Institution	-	$70.3M 0.00% of portfolio	4.95% 6.6M shares	Q3 2020 Held for 5y 2m	$5.67T
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$55.3M 0.01% of portfolio	3.89% 5.2M shares	Q2 2021 Held for 4y 5m	$571.21B
S SUMMIT PARTNERS L P Institution	-	$47.9M 5.18% of portfolio	3.37% 4.5M shares	Q3 2020 Held for 5y 2m	$924.3M
Dragoneer Investment Group, LLC Hedge Fund•Long/Short	Marc (Nmn) Stad President	$46.3M 1.02% of portfolio	3.26% 4.3M shares	Q3 2020 Held for 5y 2m	$4.5B
Sunriver Management LLC Hedge Fund•Long/Short	Randolph Willett Cook Founder	$41.7M 4.53% of portfolio	2.93% 3.9M shares	Q1 2025 Held for 8 months	$920.0M
K Keenan Capital, LLC Hedge Fund•Value	Alex Prywes Director	$33.3M 6.50% of portfolio	2.34% 3.1M shares	Q4 2021 Held for 3y 11m	$512.3M
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$21.8M 0.00% of portfolio	1.54% 2.0M shares	Q3 2020 Held for 5y 2m	$2.88T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$21.7M 0.00% of portfolio	1.53% 2.0M shares	Q3 2021 Held for 4y 2m	$466.32B

Net Capital Flow

Institutional buying and selling activity for JAMF in Q3 2025

Traded: +$35.8M
Buyers: 126
Sellers: 104
Total Bought: +$181.6M
Total Sold: −$145.7M
Avg Position: $5.3M

Biggest Buyers

Institution	Net Bought	Current Position
B BlackRock, Inc. Institution	+$11.9M +1.1M shares	$70.3M 6.6M shares
N Nuveen, LLC Institution	+$10.2M +950.7K shares	$20.0M 1.9M shares
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	+$9.9M +923.4K shares	$12.8M 1.2M shares
A AustralianSuper Pty Ltd Institution	+$9.6M +898.4K shares	$9.6M 898.4K shares
VANGUARD GROUP INC Institution	+$9.5M +885.9K shares	$104.7M 9.8M shares
I Invenomic Capital Management LP Hedge Fund•Long/Short	+$9.4M +883.1K shares	$12.9M 1.2M shares
Lynrock Lake LP Hedge Fund•Multi-Strategy	+$9.1M +846.7K shares	$11.0M 1.0M shares
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	+$8.4M +789.1K shares	$8.4M 789.1K shares
CRAMER ROSENTHAL MCGLYNN LLC Long Only Manager	+$8.1M +754.4K shares	$8.1M 754.4K shares
K Keenan Capital, LLC Hedge Fund•Value	+$5.6M +520.0K shares	$33.3M 3.1M shares

Biggest Sellers

Institution	Net Sold	Current Position
WELLINGTON MANAGEMENT CO LLP Long Only Manager	−$48.4M −4.5M shares	$55.3M 5.2M shares
PRINCIPAL FINANCIAL GROUP INC Institution	−$10.8M −1.1M shares	Sold Off 0 shares
Q Qube Research & Technologies Ltd Institution	−$10.7M −997.8K shares	$4.0M 371.7K shares
Clearbridge Investments, LLC Long Only Manager	−$8.9M −835.6K shares	$5.6M 526.2K shares
Sunriver Management LLC Hedge Fund•Long/Short	−$6.7M −625.7K shares	$41.7M 3.9M shares
Marshall Wace LLP Institution	−$4.1M −384.8K shares	$10.5M 982.1K shares
JPMORGAN CHASE & CO Institution	−$3.8M −359.0K shares	$1.3M 124.4K shares
UBS Group AG Institution	−$3.6M −333.1K shares	$3.9M 364.5K shares
Quantinno Capital Management LP Hedge Fund•Market Neutral	−$2.9M −271.8K shares	$1.9M 181.2K shares
C Cubist Systematic Strategies, LLC Institution	−$2.9M −302.1K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited JAMF in Q3 2025

New Positions: 21
New Value: $24.5M
Exited Positions: 53
Exited Value: $38.6M

New Positions

Institution	Position Value
A AustralianSuper Pty Ltd Institution	$9.6M 898.4K shares
ALGERT COLDIRON INVESTORS LLC Hedge Fund•Quant	$3.8M 356.5K shares
P potrero capital research llc Hedge Fund•Long/Short	$3.3M 311.6K shares
MACKENZIE FINANCIAL CORP Long Only Manager	$1.9M 175.1K shares
Topline Capital Management, LLC Hedge Fund•Long/Short	$1.8M 166.6K shares
Irenic Capital Management LP Hedge Fund•Activist	$963.0K 90.0K shares
HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS, L.P. Institution	$808.5K 75.6K shares
D Divisadero Street Capital Management, LP Hedge Fund•Long/Short	$535.0K 50.0K shares
H HARVEST MANAGEMENT LLC Hedge Fund•Event Driven	$535.0K 50.0K shares
Glenmede Investment Management, LP Long Only Manager	$176.3K 16.5K shares

Exited Positions

Institution	Previous Position
PRINCIPAL FINANCIAL GROUP INC Institution	$10.8M 1.1M shares
C Cubist Systematic Strategies, LLC Institution	$2.9M 302.1K shares
C Crestwood Capital Management, L.P. Hedge Fund•Long/Short	$2.7M 285.0K shares
Y Y-Intercept Ltd Institution	$2.6M 273.4K shares
J JANE STREET GROUP, LLC Institution	$2.5M 262.2K shares
Schonfeld Strategic Advisors LLC Hedge Fund•Multi-Strategy	$1.7M 182.2K shares
PDT Partners, LLC Hedge Fund•Quant	$1.5M 155.8K shares
Edgestream Partners, L.P. Hedge Fund•Quant Macro	$1.2M 125.3K shares
C Campbell & CO Investment Adviser LLC Hedge Fund•Quant Macro	$1.2M 125.0K shares
Weiss Asset Management LP Hedge Fund•Multi-Strategy	$1.0M 109.9K shares

Options Activity

Institutions with the largest Call and Put options positions in JAMF as of Q3 2025

Call Positions: 6
Call Value: $4.4M
Put Positions: 6
Put Value: $7.4M

Call Positions

Institution	Position Value
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$1.4M 1.3K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$886.0K 828.0 contracts
W WOLVERINE TRADING, LLC Institution	$608.7K 561.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$576.7K 539.0 contracts
Walleye Trading LLC RIA/Wealth	$554.3K 518.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$344.5K 322.0 contracts

Put Positions

Institution	Position Value
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$3.7M 3.5K contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$3.2M 3.0K contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$345.6K 323.0 contracts
Walleye Trading LLC RIA/Wealth	$111.3K 104.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	- - contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Most Committed Institutions

Institutions with JAMF as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
VISTA EQUITY PARTNERS III, LLC Private Equity	Robert Frederick Smith CEO	40.83% $485.3M	34.15% 45.4M shares	Q3 2020 Held for 5y 2m	$1.2B
Toronado Partners, LLC Hedge Fund•Long/Short	John Stephen Perkins Managing Partner	7.87% $11.9M	0.84% 1.1M shares	Q1 2024 Held for 1y 8m	$150.9M
E EVR Research LP Hedge Fund•Long/Short	Benjamin Wolf Joffe President	7.68% $12.8M	0.90% 1.2M shares	Q4 2023 Held for 1y 11m	$167.2M
K Keenan Capital, LLC Hedge Fund•Value	Alex Prywes Director	6.50% $33.3M	2.34% 3.1M shares	Q4 2021 Held for 3y 11m	$512.3M
S SUMMIT PARTNERS L P Institution	-	5.18% $47.9M	3.37% 4.5M shares	Q3 2020 Held for 5y 2m	$924.3M
Sunriver Management LLC Hedge Fund•Long/Short	Randolph Willett Cook Founder	4.53% $41.7M	2.93% 3.9M shares	Q1 2025 Held for 8 months	$920.0M
Lynrock Lake LP Hedge Fund•Multi-Strategy	Cynthia Lynn Paul CIO	1.46% $11.0M	0.77% 1.0M shares	Q2 2025 Held for 5 months	$755.7M
Dragoneer Investment Group, LLC Hedge Fund•Long/Short	Marc (Nmn) Stad President	1.02% $46.3M	3.26% 4.3M shares	Q3 2020 Held for 5y 2m	$4.5B
P potrero capital research llc Hedge Fund•Long/Short	Jack R Ripsteen Managing Partner	1.01% $3.3M	0.23% 311.6K shares	Q3 2025 Held for 2 months	$330.9M
CROSSLINK CAPITAL INC Venture Capital	Michael Joseph Stark President	0.94% $12.9M	0.91% 1.2M shares	Q4 2021 Held for 3y 11m	$1.4B

Hedge Fund Spotlight

Discover hedge funds investing in JAMF

GSA CAPITAL PARTNERS LLP

Hedge Fund • Quant

Portfolio ManagerDavid Khabie-Zeitoune

Portfolio Value: $1.1B
Positions: 1,504
Last Reported: Q3 2025

Sector Allocation

Position in Jamf Holding Corp.

Market Value: $320.7K
Shares Held: 30.0K
Portfolio Weight: 0.03%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Accenture ACN	Information Technology Services Technology	$5.6M	0.50%
2 Sprouts Farmers Market SFM	Grocery Stores Consumer Defensive	$5.2M	0.46%
3 Microsoft MSFT	Software - Infrastructure Technology	$4.8M	0.43%