Jack Henry & Associates, Inc. (NASDAQ: JKHY) provides core banking, payments, and financial technology solutions to banks and credit unions across the U.S. Shares recently traded around $182 per share, giving the company a market value of roughly $13.2B.
Widely known across the banking industry simply as Jack Henry, the company operates a high-retention, recurring revenue model built on long-term client relationships. Looking at who owns the stock and how insiders are trading helps show how large investors are positioning around Jack Henry today.
Who Are Jack Henry’s Top Shareholders?
Jack Henry’s shareholder base is led by large institutional investors, particularly passive asset managers that tend to hold positions through market cycles. Active managers adjusted exposure in both directions last quarter, showing a mix of conviction and valuation sensitivity.
- The Vanguard Group: 8,728,312 shares (12.06%), ~$1.59B value. Reduced holdings by 82,063 shares (0.93%).
- Kayne Anderson Rudnick Investment Management: 4,585,344 shares (6.34%), ~$836.7M value. Reduced holdings by 124,903 shares (2.65%).
- BlackRock Institutional Trust Company: 4,165,333 shares (5.76%), ~$760.1M value. Added 9,415 shares (0.23%).
- State Street Investment Management: 4,103,290 shares (5.67%), ~$748.8M value. Added 97,140 shares (2.42%).
- Geode Capital Management: 2,155,283 shares (2.98%), ~$393.3M value. Added 60,046 shares (2.87%).
- APG Asset Management: 1,956,339 shares (2.70%), ~$357.0M value. Reduced holdings by 343,412 shares (14.93%).
- Invesco Capital Management: 1,632,214 shares (2.26%), ~$297.8M value. Added 141,630 shares (9.50%).
- Wells Fargo Advisors: 1,332,017 shares (1.84%), ~$243.1M value. Reduced holdings by 24,815 shares (1.83%).
- Atlanta Capital Management: 1,324,232 shares (1.83%), ~$241.6M value. Added 1,153 shares (0.09%).
- Mitsubishi UFJ Asset Management: 1,266,144 shares (1.75%), ~$231.0M value. Reduced holdings by 402,458 shares (24.12%).
For investors, this ownership mix suggests Jack Henry remains firmly supported by long-term institutional holders, while active managers appear to be making selective adjustments rather than exiting positions outright.
Hedge Fund Highlights
Schonfeld Strategic Advisors, founded by Steven Schonfeld, sharply increased its Jack Henry position last quarter by about 1,681%, bringing its holdings to roughly $19.8M value, which may reflect growing interest following earlier share price consolidation.
Renaissance Technologies, led by Jim Simons, raised its stake by approximately 769% to around $30.6M value, a move that appears consistent with quantitative positioning tied to Jack Henry’s steady earnings profile.
Citadel Advisors, run by Ken Griffin, boosted its position by about 571%, lifting its holdings to roughly $37.5M value, a notable increase even if still modest relative to Citadel’s overall portfolio.
Millennium Management, founded by Israel Englander, increased its holdings by roughly 356% to about $6.5M value, which may point to incremental participation from multi-strategy funds at current price levels.
For investors, these hedge fund moves suggest rising interest from quantitative and multi-strategy managers, though overall position sizes indicate measured conviction rather than aggressive positioning.
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Jack Henry’s Recent Insider Trades
Recent insider filings show limited and mixed activity, with transactions that do not materially change overall ownership.
- David B. Foss (Director): Sold 20,000 shares for approximately $3.5M.
- Renee Ann Swearingen (Officer): Disposed of 200 shares, indirect transaction.
- Wesley Brown (Director): Reported 1,220 shares at $0.
- Matthew Flanigan (Director): Reported 1,220 shares at $0.
- Thomas Wimsett (Director): Reported 1,220 shares at $0.
- Thomas Hampton Wilson Jr. (Director): Reported 1,220 shares at $0.
- Additional directors: Reported offsetting transactions of 1,159 shares, largely at $0.
For investors, insider activity appears limited in size and largely administrative, with one notable sale but no clear pattern that would suggest a shift in management’s long-term outlook.
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What the Ownership & Insider Trade Data Tell Us
Jack Henry continues to be supported by a stable base of institutional owners, with passive investors providing consistency and active managers making selective adjustments. Hedge fund positioning appears more constructive than in prior periods, though exposure remains measured, while insider activity looks neutral.
For investors, the overall picture suggests Jack Henry is still being treated as a steady, long-term financial technology provider with durable recurring revenue, rather than a high-conviction short-term trade.
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