Jefferson Capital JCAP Institutional Ownership

NASDAQ JCAP

$20.74 -0.01 (-0.05%)

At close: Oct 21, 2026 · 4:00 PM EDT

Institutions by Trading Activity

113 Institutions

Increased 73 64.6%

Unchanged 16 14.2%

Reduced 24 21.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

38.53%

▼-0.92 pp QoQ

Shares Held by Institutions

22.13Mn

of 57.44Mn outstanding

▲+1.30% QoQ

Shares Outstanding

57.44Mn

35.31Mn held outside 13F filers

Institutional Investors

113

filed 13F for Jun 2026

▲+6 vs prior quarter

Net Shares Added (QoQ)

+284.06K

accumulated since last quarter

Value of Holdings

$459.17Mn

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 —

Ownership Summary

Updated Oct 11, 2026

Jefferson Capital, Inc. (NASDAQ:JCAP) appeared in the 13F filings of 113 institutional investors for the quarter ended June 30, 2026.

Their combined stake equaled 38.53% of outstanding shares in Q2 2026, down from 39.45% in Q1 2026.
Total shares held in Jefferson Capital rose 1.30% versus Q1 2026, while the number of holders rose 113.21% versus Q2 2025.
Among the 113 holders of Jefferson Capital, 73 added to their positions, 24 reduced their stakes and 16 left their positions unchanged.
Altogether, institutional holders owned 22.13Mn JCAP shares at the end of Q2 2026, up 284.06K from the prior quarter and up 13.1Mn from a year earlier.
Wellington Management Group LLP held the largest position in JCAP at 2.32Mn shares as of June 30, 2026, or 4.04% of shares outstanding.
Among existing holders, the largest additions to Jefferson Capital in Q2 2026 came from Punch & Associates Investment Management, Inc. (+330.93K shares), UBS Group AG (+327.77K shares), BlackRock, Inc. (+292.79K shares), William Blair Investment Management, LLC (+246.72K shares) and Principal Financial Group Inc (+173.38K shares).
Among holders that kept a stake in Jefferson Capital, the biggest sellers in Q2 2026 were Wellington Management Group LLP (-949.42K shares), Vanguard Capital Management LLC (-304.41K shares), Two Sigma Investments, LP (-178.12K shares), Brevan Howard Capital Management LP (-177.64K shares) and Goldman Sachs Group Inc (-172.79K shares).
Per Business Quant data, the 10 largest holders of Jefferson Capital at the end of Q2 2026 were Wellington Management Group LLP (2.32Mn shares), Adage Capital Partners GP, L.L.C. (1.86Mn shares), William Blair Investment Management, LLC (1.81Mn shares), Principal Financial Group Inc (1.71Mn shares), BlackRock, Inc. (1.7Mn shares), Punch & Associates Investment Management, Inc. (1.45Mn shares), Goldman Sachs Group Inc (958.81K shares), Geode Capital Management, LLC (790.88K shares), Vanguard Capital Management LLC (752.39K shares) and Nantahala Capital Management, LLC (750K shares).

Form 13F Holdings

113 Institutional Holders

Report period 30 Jun, 2026

Total shares held 22.13Mn

Of outstanding 38.53%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	WELLINGTON MANAGEMENT GROUP LLP	0000902219	2,321,550	4.04%	▼949,416	-29.03%	$45.20Mn
2	ADAGE CAPITAL PARTNERS GP, L.L.C.	0001165408	1,857,858	3.23%	▲95,059	+5.39%	$36.17Mn
3	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	0001644956	1,806,665	3.15%	▲246,716	+15.82%	$35.18Mn
4	Principal Financial Group Inc	0001126328	1,710,435	2.98%	▲173,381	+11.28%	$33.30Mn
5	BlackRock, Inc.	0002012383	1,697,836	2.96%	▲292,794	+20.84%	$33.06Mn
6	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	0001238990	1,446,818	2.52%	▲330,933	+29.66%	$28.17Mn
7	Goldman Sachs Group Inc	0000886982	958,811	1.67%	▼172,787	-15.27%	$18.67Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	790,883	1.38%	▲99,666	+14.42%	$15.40Mn
9	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	752,389	1.31%	▼304,409	-28.80%	$14.65Mn
10	Nantahala Capital Management, LLC	0001472322	750,000	1.31%	0	0.00%	$14.60Mn
11	CITADEL ADVISORS LLC	0001423053	626,868	1.09%	▲39,370	+6.70%	$12.21Mn
12	UBS Group AG	0001610520	582,735	1.01%	▲327,770	+128.55%	$11.35Mn
13	North Reef Capital Management LP	0001867831	530,598	0.92%	▼1,553	-0.29%	$10.33Mn
14	State Street Corp	0000093751	472,411	0.82%	▲105,740	+28.84%	$9.20Mn
15	AMERICAN CENTURY COMPANIES INC	0000748054	456,926	0.80%	▲157,883	+52.80%	$8.90Mn
16	MILLENNIUM MANAGEMENT LLC	0001273087	415,568	0.72%	▲11,219	+2.77%	$8.09Mn
17	STATE OF WISCONSIN INVESTMENT BOARD	0000854157	338,791	0.59%	▼35,584	-9.50%	$6.60Mn
18	Clearbridge Investments, LLC	0001348883	328,800	0.57%	▼1,592	-0.48%	$6.40Mn
19	Philadelphia Financial Management of San Francisco, LLC	0001351407	316,853	0.55%	▲316,853	0.00%	$6.17Mn
20	Morgan Stanley	0000895421	306,596	0.53%	▲31,145	+11.31%	$5.97Mn

Showing 1 to 20 of 113 holders