Jefferson Capital JCAP Institutional Ownership

NASDAQ JCAP
$21.09 -0.60 (-2.77%)
At close: Aug 28, 2026 · 4:00 PM EDT

Institutions by Trading Activity

114 Institutions
Increased 74 64.9%
Unchanged 16 14.0%
Reduced 24 21.1%

Ownership Statistics

13F · as of 30 Jun, 2026
Institutional Ownership
40.14%
▼-32.68 pp QoQ
Shares Held by Institutions
22.29Mn
of 55.52Mn outstanding
▲+5.29% QoQ
Shares Outstanding
55.52Mn
33.23Mn held outside 13F filers
Institutional Investors
114
filed 13F for Jun 2026
▲+7 vs prior quarter
Net Shares Added (QoQ)
+1.12Mn
accumulated since last quarter
Value of Holdings
$470.00Mn
reported market value

Shares Owned by Institutions

Shares held % of outstanding
Latest —
Average ownership —
Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed
Latest quarter —
Net over range —
Accumulating quarters —
Form 13F Holdings

114 Institutional Holders

Report period 30 Jun, 2026
Total shares held 22.29Mn
Of outstanding 40.14%
Download Data
# Institution CIK Shares Held % of Outstanding Change (QoQ) Change (%) Value (USD)
1 WELLINGTON MANAGEMENT GROUP LLP 0000902219 2,321,550 4.18% ▼949,416 -29.03% $45.20Mn
2 ADAGE CAPITAL PARTNERS GP, L.L.C. 0001165408 1,857,858 3.35% ▲95,059 +5.39% $36.17Mn
3 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0001644956 1,806,665 3.25% ▲246,716 +15.82% $35.18Mn
4 Principal Financial Group Inc 0001126328 1,710,435 3.08% ▲173,381 +11.28% $33.30Mn
5 BlackRock, Inc. 0002012383 1,697,836 3.06% ▲292,794 +20.84% $33.06Mn
6 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0001238990 1,446,818 2.61% ▲330,933 +29.66% $28.17Mn
7 Goldman Sachs Group Inc 0000886982 958,811 1.73% ▼172,787 -15.27% $18.67Mn
8 GEODE CAPITAL MANAGEMENT, LLC 0001214717 790,883 1.42% ▲99,666 +14.42% $15.40Mn
9 VANGUARD CAPITAL MANAGEMENT LLC 0002100119 752,389 1.36% ▼304,409 -28.80% $14.65Mn
10 Nantahala Capital Management, LLC 0001472322 750,000 1.35% 0 0.00% $14.60Mn
11 CITADEL ADVISORS LLC 0001423053 626,868 1.13% ▲39,370 +6.70% $12.21Mn
12 UBS Group AG 0001610520 582,735 1.05% ▲327,770 +128.55% $11.35Mn
13 North Reef Capital Management LP 0001867831 530,598 0.96% ▼1,553 -0.29% $10.33Mn
14 State Street Corp 0000093751 472,411 0.85% ▲105,740 +28.84% $9.20Mn
15 AMERICAN CENTURY COMPANIES INC 0000748054 456,926 0.82% ▲157,883 +52.80% $8.90Mn
16 MILLENNIUM MANAGEMENT LLC 0001273087 415,568 0.75% ▲11,219 +2.77% $8.09Mn
17 STATE OF WISCONSIN INVESTMENT BOARD 0000854157 338,791 0.61% ▼35,584 -9.50% $6.60Mn
18 Clearbridge Investments, LLC 0001348883 328,800 0.59% ▼1,592 -0.48% $6.40Mn
19 Philadelphia Financial Management of San Francisco, LLC 0001351407 316,853 0.57% ▲316,853 0.00% $6.17Mn
20 Morgan Stanley 0000895421 306,596 0.55% ▲31,145 +11.31% $5.97Mn