JAMF
Jamf Holding Corp. · Technology · Software - Application
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.0% ·
aandelenstroom +8.9% ·
netto nieuwe posities +9.1%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2024
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q4 2025 | 81 | -5 | 45.40M | $590.14M | — | −5 |
| Q3 2025 | 18 | -1 | 31.66M | $338.76M | — | −2 |
| Q2 2025 | 17 | +1 | 31.99M | $304.25M | +1 | — |
| Q1 2025 | 13 | +2 | 17.53M | $213.00M | +3 | −1 |
| Q4 2024 | 11 | +1 | 16.04M | $225.41M | +3 | −2 |
| Q3 2024 | 9 | 0 | 12.79M | $221.85M | — | — |
| Q2 2024 | 9 | — | 13.46M | $222.16M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 10.85M | +8.4% | $152.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wellington Management ✦ | 10.85M | +8.4% | $152.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wellington Management ✦ | 10.85M | +8.4% | $152.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wellington Management ✦ | 10.85M | +8.4% | $152.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passief) | 1.95M | — | $27.42M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passief) | 1.75M | +0.2% | $24.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passief) | 1.75M | +0.2% | $24.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Marshall Wace ✦ | 778.63K | +61.9% | $10.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Marshall Wace ✦ | 778.63K | +61.9% | $10.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Marshall Wace ✦ | 778.63K | +61.9% | $10.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Millennium Management ✦ | 347.61K | +56.9% | $4.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Renaissance Technologies ✦ | 143.40K | +53.5% | $2.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 56.06K | Nieuw | $787,587 | 0.0% | New | 1 | SEC ↗ |
| 14 | PRIMECAP Management ✦ | 48.00K | 0.0% | $674,400 | 0.0% | Held | 3 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 42.94K | +13.5% | $604,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 41.55K | Nieuw | $583,707 | 0.0% | New | 1 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 41.55K | Nieuw | $583,707 | 0.0% | New | 1 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 41.55K | Nieuw | $583,707 | 0.0% | New | 1 | SEC ↗ |
| 19 | Point72 Asset Management ✦ | 33.56K | Nieuw | $471,508 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| D. E. Shaw & Co. | $787,587 | 0.0% |
| AQR Capital Management | $583,707 | 0.0% |
| AQR Capital Management | $583,707 | 0.0% |
| AQR Capital Management | $583,707 | 0.0% |
| Point72 Asset Management | $471,508 | 0.0% |
Verlaten
| Citadel Advisors | $1.34M | was 0.0% |
| Norges Bank | $1.25M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 1 houders, 73 aandelen, $953 gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.