JAMF
Jamf Holding Corp. · Technology · Software - Application
Señales de momentum (gestores comparables):
amplitud de titulares +18.2% ·
flujo de acciones +9.3% ·
nuevas posiciones netas +15.4%
— 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 Q1 2025
| 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 ✦ | 11.63M | +7.3% | $141.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Wellington Management ✦ | 11.63M | +7.3% | $141.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Wellington Management ✦ | 11.63M | +7.3% | $141.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Wellington Management ✦ | 11.63M | +7.3% | $141.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Wellington Management ✦ | 11.63M | +7.3% | $141.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (pasivo) | 1.97M | +0.9% | $23.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Geode Capital Management ✦ (pasivo) | 1.83M | +4.0% | $22.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Geode Capital Management ✦ (pasivo) | 1.83M | +4.0% | $22.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Marshall Wace ✦ | 485.17K | -37.7% | $5.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Marshall Wace ✦ | 485.17K | -37.7% | $5.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Millennium Management ✦ | 473.47K | +36.2% | $5.75M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | D. E. Shaw & Co. ✦ | 369.49K | +559.1% | $4.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 369.49K | +559.1% | $4.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Norges Bank ✦ (pasivo) | 194.00K | Nuevo | $2.36M | 0.0% | New | 1 | SEC ↗ |
| 15 | Renaissance Technologies ✦ | 142.94K | -0.3% | $1.74M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Arrowstreet Capital ✦ | 134.92K | Nuevo | $1.64M | 0.0% | New | 1 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 134.04K | Nuevo | $1.63M | 0.0% | New | 1 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 134.04K | Nuevo | $1.63M | 0.0% | New | 1 | SEC ↗ |
| 19 | T. Rowe Price ✦ | 70.54K | +64.3% | $858,000 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 66.18K | +59.3% | $804,136 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 66.18K | +59.3% | $804,136 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 66.18K | +59.3% | $804,136 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 66.18K | +59.3% | $804,136 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 66.18K | +59.3% | $804,136 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | PRIMECAP Management ✦ | 31.00K | -35.4% | $376,650 | 0.0% | ▼ Trim | 4 | 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
| Norges Bank | $2.36M | 0.0% |
| Arrowstreet Capital | $1.64M | 0.0% |
| Citadel Advisors | $1.63M | 0.0% |
| Citadel Advisors | $1.63M | 0.0% |
Posición cerrada
| Point72 Asset Management | $471,508 | 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.