JKHY
Jack Henry & Associates, Inc. · Technology · Information Technology Services
Señales de momentum (gestores comparables):
amplitud de titulares +5.9% ·
flujo de acciones +2.2% ·
nuevas posiciones netas +5.6%
· fórmula
Acumulación amplia: acciones en aumento entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 143.84K | $20.72M | n/a | −2 |
| Q2 2026 | 150 | +3 | 53.36M | $7.35B | +9 | −7 |
| Q1 2026 | 151 | +3 | 55.20M | $8.73B | +10 | −8 |
| Q4 2025 | 147 | 0 | 56.86M | $10.38B | +2 | −1 |
| Q3 2025 | 18 | -2 | 27.29M | $4.06B | n/a | −3 |
| Q2 2025 | 18 | +1 | 23.13M | $4.17B | +2 | −1 |
| Q1 2025 | 14 | -1 | 7.46M | $1.36B | +2 | −3 |
| Q4 2024 | 15 | -1 | 7.06M | $1.24B | +1 | −2 |
| Q3 2024 | 15 | 0 | 2.97M | $524.58M | +2 | −2 |
| Q2 2024 | 15 | n/a | 2.78M | $462.03M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 8.84M | n/a | $1.59B | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (pasivo) | 6.22M | n/a | $1.12B | 0.0% | n/c | 1 | SEC ↗ ×20 |
| 3 | State Street Global Advisors ✦ (pasivo) | 4.01M | +2.6% | $721.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 2.10M | +3.0% | $376.82M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 5 | Norges Bank ✦ (pasivo) | 640.90K | +230.7% | $115.47M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | Arrowstreet Capital ✦ | 505.71K | -6.3% | $91.11M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 7 | Baillie Gifford ✦ | 346.10K | Nuevo | $62.36M | 0.0% | New | 1 | SEC ↗ ×4 |
| 8 | T. Rowe Price ✦ | 105.97K | +0.6% | $19.09M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 9 | Fidelity (FMR) ✦ | 100.29K | n/a | $18.07M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 10 | Marshall Wace ✦ | 57.35K | -79.5% | $10.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Gotham Asset Management ✦ | 54.74K | +207.5% | $9.86M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 12 | Bridgewater Associates ✦ | 41.42K | +13.4% | $7.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 37.56K | -57.6% | $6.77M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 14 | AQR Capital Management ✦ | 28.09K | -69.1% | $5.03M | 0.0% | ▼ Trim | 5 | SEC ↗ ×4 |
| 15 | Renaissance Technologies ✦ | 23.62K | Nuevo | $4.26M | 0.0% | New | 1 | SEC ↗ |
| 16 | Millennium Management ✦ | 9.55K | -94.1% | $1.72M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 6.10K | 0.0% | $1.10M | 0.0% | Held | 5 | SEC ↗ |
| 18 | Wellington Management ✦ | 4.07K | +10.6% | $734,012 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Baillie Gifford | $62.36M | 0.0% |
| Renaissance Technologies | $4.26M | 0.0% |
Posición cerrada
| D. E. Shaw & Co. | $295,812 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 764 tenedores, 71.93M acciones, $11.02B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.