Henry (Jack) & Associates

JKHY • NASDAQ

Henry (Jack) & Associates is a information technology services company in the technology sector on NASDAQ, with a market cap of $13.5B. As of Q3 2025, 95% of shares are held by 713 institutional investors, with VANGUARD GROUP INC as the largest holder at 12.02%.

Market Cap$13.5B

Information Technology Services

Technology

Employees7.1K

Websitejackhenry.com

Country

United States of America

Overview

Overview of institutional ownership in JKHY as of Q3 2025 with a market cap of $10.9B

All Institutions

Institutions: 713
Value Held: $10.3B
Shares Held: 69.4M
Avg Position: $14.4M
Median Position: $768.6K

Hedge Funds

Hedge Funds: 55
Value Held: $564.9M
Shares Held: 3.8M
Avg Position: $10.3M
Median Position: $1.6M

Ownership Breakdown

Institutional (non-HF)

89.58%

$9.7B

Hedge Funds

5.2%

$564.9M

Retail & Other

5.21%

$565.8M

Based on market cap of $10.9B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in JKHY as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$1.3B 0.02% of portfolio	12.02% 8.8M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$908.1M 0.02% of portfolio	8.37% 6.1M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Long Only Manager	George Robert Aylward CEO	$682.9M 1.66% of portfolio	6.29% 4.6M shares	≤ Q2 2013 Held for 12y 5m+	$41.0B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$611.1M 0.02% of portfolio	5.63% 4.1M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$374.4M 0.02% of portfolio	3.45% 2.5M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$319.8M 0.02% of portfolio	2.96% 2.2M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
A Atlantic Trust Group, LLC Institution	-	$281.1M 0.48% of portfolio	2.59% 1.9M shares	Q4 2014 Held for 10y 11m	$58.4B
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$268.2M 0.04% of portfolio	2.47% 1.8M shares	≤ Q2 2013 Held for 12y 5m+	$633.08B
A APG All Pensions Group NV Institution	-	$248.0M 0.70% of portfolio	2.68% 2.0M shares	Q2 2017 Held for 8y 5m	$35.6B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$200.8M 0.04% of portfolio	1.85% 1.3M shares	≤ Q2 2013 Held for 12y 5m+	$488.50B

Net Capital Flow

Institutional buying and selling activity for JKHY in Q3 2025

Traded: −$54.7M
Buyers: 350
Sellers: 344
Total Bought: +$991.7M
Total Sold: −$1.0B
Avg Position: $13.0M

Biggest Buyers

Institution	Net Bought	Current Position
VAN ECK ASSOCIATES CORP ETF Provider	+$157.3M +1.1M shares	$165.6M 1.1M shares
UBS Group AG Institution	+$54.3M +364.9K shares	$126.1M 847.0K shares
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC Fund of Funds	+$42.5M +285.7K shares	$47.4M 318.1K shares
JPMORGAN CHASE & CO Institution	+$35.8M +240.5K shares	$100.6M 675.5K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$31.9M +214.4K shares	$37.5M 251.9K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	+$27.0M +181.6K shares	$30.6M 205.2K shares
FIRST TRUST ADVISORS LP ETF Provider	+$26.0M +174.3K shares	$70.3M 472.1K shares
RGM Capital, LLC Hedge Fund•Value	+$25.8M +173.0K shares	$88.6M 595.1K shares
Invesco Ltd. ETF Provider	+$23.2M +155.6K shares	$268.2M 1.8M shares
N Neuberger Berman Group LLC Institution	+$22.1M +148.6K shares	$115.9M 778.2K shares

Biggest Sellers

Institution	Net Sold	Current Position
MORGAN STANLEY RIA/Wealth	−$417.6M −2.8M shares	$374.4M 2.5M shares
Artisan Partners Limited Partnership Long Only Manager	−$74.3M −412.4K shares	Sold Off 0 shares
M Mitsubishi UFJ Asset Management Co., Ltd. Institution	−$59.9M −402.5K shares	$188.6M 1.3M shares
H Handelsbanken Fonder AB Institution	−$55.0M −369.3K shares	$87.3M 586.3K shares
A APG All Pensions Group NV Institution	−$43.5M −343.4K shares	$248.0M 2.0M shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$21.4M −143.4K shares	$77.3M 519.0K shares
A AVIVA PLC Institution	−$20.0M −134.2K shares	$9.0M 60.2K shares
NFJ INVESTMENT GROUP, LLC Long Only Manager	−$19.3M −129.6K shares	$17.4K 117.0 shares
B BlackRock, Inc. Institution	−$18.8M −125.9K shares	$908.1M 6.1M shares
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Long Only Manager	−$18.6M −124.9K shares	$682.9M 4.6M shares

Entry and Exit Activity

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

New Positions: 40
New Value: $25.4M
Exited Positions: 77
Exited Value: $143.6M

New Positions

Institution	Position Value
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC RIA/Wealth	$3.3M 22.4K shares
I ICICI Prudential Asset Management Co Ltd Institution	$3.2M 21.4K shares
N Nutshell Asset Management Ltd Institution	$2.9M 19.8K shares
D Delta Global Management LP Hedge Fund•Market Neutral	$2.3M 15.7K shares
C Canoe Financial LP Institution	$2.2M 14.5K shares
E Elo Mutual Pension Insurance Co Institution	$2.0M 13.4K shares
CBOE Vest Financial, LLC ETF Provider	$1.3M 8.7K shares
Voleon Capital Management LP Hedge Fund•Quant	$1.2M 7.8K shares
Bayforest Capital Ltd Hedge Fund•Quant	$997.8K 6.7K shares
P Polymer Capital Management LLC Hedge Fund•Multi-Strategy	$883.3K 5.9K shares

Exited Positions

Institution	Previous Position
Artisan Partners Limited Partnership Long Only Manager	$74.3M 412.4K shares
EULAV Asset Management Long Only Manager	$12.0M 66.7K shares
Marshall Wace LLP Institution	$10.3M 57.4K shares
S Sienna Gestion Institution	$5.3M 31.9K shares
R Railway Pension Investments Ltd Institution	$5.0M 27.8K shares
A AXA Institution	$4.8M 26.7K shares
P PineBridge Investments Ltd Institution	$2.9M 15.8K shares
SORA INVESTORS LLC Hedge Fund•Long/Short	$2.3M 12.9K shares
O ONTARIO TEACHERS PENSION PLAN BOARD Institution	$1.8M 9.8K shares
M Marks Group Wealth Management, Inc RIA/Wealth	$1.6M 9.1K shares

Options Activity

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

Call Positions: 7
Call Value: $16.0M
Put Positions: 8
Put Value: $39.5M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$9.8M 657.0 contracts
J JANE STREET GROUP, LLC Institution	$2.4M 159.0 contracts
L LPL Financial LLC Institution	$1.3M 88.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.2M 83.0 contracts
W WOLVERINE TRADING, LLC Institution	$771.0K 51.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$283.0K 19.0 contracts
Walleye Trading LLC RIA/Wealth	$238.3K 16.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$25.8M 1.7K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$5.2M 350.0 contracts
W WOLVERINE TRADING, LLC Institution	$3.0M 200.0 contracts
P PEAK6 LLC Institution	$2.4M 162.0 contracts
J JANE STREET GROUP, LLC Institution	$2.3M 153.0 contracts
Walleye Trading LLC RIA/Wealth	$476.6K 32.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$223.4K 15.0 contracts
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	- - contracts

Most Committed Institutions

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

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Walker Asset Management, LLC RIA/Wealth	Dennis Robin Walker CEO	19.13% $34.0M	0.31% 228.3K shares	Q4 2021 Held for 3y 11m	$177.8M
Laurus Investment Counsel Inc. Long Only Manager	Chris William Page CEO	8.68% $12.6M	0.12% 84.6K shares	Q4 2017 Held for 7y 11m	$145.2M
Alpine Peaks Capital, LP Hedge Fund•Long/Short	Jennifer Ralph Oppold Managing Partner	4.34% $5.0M	0.05% 33.4K shares	Q1 2023 Held for 2y 8m	$114.7M
RGM Capital, LLC Hedge Fund•Value	Robert Glyn Moses Managing Partner	3.73% $88.6M	0.82% 595.1K shares	Q1 2025 Held for 8 months	$2.4B
Tandem Investment Advisors, Inc. Long Only Manager	John Brian Carew CEO	3.43% $100.5M	0.93% 675.1K shares	Q4 2021 Held for 3y 11m	$2.9B
Court Place Advisors, LLC RIA/Wealth	John Francis Santry CCO	2.99% $9.9M	0.09% 66.7K shares	Q4 2013 Held for 11y 11m	$332.1M
G Gillson Capital LP Hedge Fund•Long/Short	Daniel Bartlett Johnson Founder	2.63% $30.4M	0.28% 204.0K shares	Q2 2025 Held for 5 months	$1.2B
JACOBSON & SCHMITT ADVISORS, LLC RIA/Wealth	Adam Christopher Sweet Partner	2.40% $14.0M	0.13% 94.0K shares	Q1 2015 Held for 10y 8m	$582.8M
R Ronna Sue Cohen RIA/Wealth	Ronna Sue Cohen President	1.81% $4.6M	0.04% 30.6K shares	Q4 2013 Held for 11y 11m	$251.1M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Long Only Manager	George Robert Aylward CEO	1.66% $682.9M	6.29% 4.6M shares	≤ Q2 2013 Held for 12y 5m+	$41.0B

Hedge Fund Spotlight

Discover hedge funds investing in JKHY

RENAISSANCE TECHNOLOGIES LLC

Hedge Fund • Quant

Portfolio ManagerPeter Fitzhugh Brown

Portfolio Value: $75.8B
Positions: 3,419
Last Reported: Q3 2025

Sector Allocation

Position in Henry (Jack) & Associates

Market Value: $30.6M
Shares Held: 205.2K
Portfolio Weight: 0.04%
Owned Since: 2023-Q4

Top Holding	Sector	Market Value	Weight
1 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$1.6B	2.06%
2 Nvidia NVDA	Semiconductors Technology	$1.1B	1.39%
3 Roblox RBLX	Electronic Gaming & Multimedia Technology	$953.5M	1.26%