JAMF
Jamf Holding Corp. · Technology · Software - Application
Señales de momentum (gestores comparables):
amplitud de titulares +10.0% ·
flujo de acciones +8.9% ·
nuevas posiciones netas +9.1%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (pasivo) | 1.95M | — | $27.42M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Geode Capital Management ✦ (pasivo) | 1.75M | +0.2% | $24.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Geode Capital Management ✦ (pasivo) | 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 | Nuevo | $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 | Nuevo | $583,707 | 0.0% | New | 1 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 41.55K | Nuevo | $583,707 | 0.0% | New | 1 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 41.55K | Nuevo | $583,707 | 0.0% | New | 1 | SEC ↗ |
| 19 | Point72 Asset Management ✦ | 33.56K | Nuevo | $471,508 | 0.0% | New | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| 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% |
Posición cerrada
| Citadel Advisors | $1.34M | era 0.0% |
| Norges Bank | $1.25M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1 tenedores, 73 acciones, $953 declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.