JEFFERSON CAPITAL INC JCAP
$18.82
-4.0% 52w: $15.47 – $22.76
Latest 13F among current holders filed 1 month ago (May 21, 2026)
Price — last 12 months
research preview data15.4719.1222.76
Jun 26, 2025 Jul 2, 2026
Institutional holders
107
+16 QoQ
13F value
$420.0M
+57.2% QoQ
Smart-money holders
5
signal tier ≥ 2
New smart buyers
3
Q1 2026
Institutional value by quarter
Number of holders
Who owns JCAP?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 3.3M | $62.9M | 0.0% | +80.0% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Other | 1.8M | $33.9M | 0.1% | +36.9% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Other | 1.6M | $30.0M | 0.1% | +5.1% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 1.5M | $29.6M | 0.0% | +98.8% |
| BlackRock, Inc. | Index provider | 1.4M | $27.0M | 0.0% | +132.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 1.1M | $21.8M | 0.0% | +95.8% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | Other | 1.1M | $21.5M | 1.2% | New |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 1.1M | $20.3M | 0.0% | — |
| Nantahala Capital Management, LLC ★2 | Fundamental diversified | 750.0K | $14.4M | 0.9% | +25.0% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 691.2K | $13.3M | 0.0% | +165.0% |
| CITADEL ADVISORS LLC | Multistrat pod | 587.5K | $11.3M | 0.0% | +126.5% |
| North Reef Capital Management LP ★2 | Fundamental concentrated | 532.2K | $10.2M | 0.4% | +122.2% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 404.3K | $7.8M | 0.0% | +122.3% |
| STATE OF WISCONSIN INVESTMENT BOARD | Diversified mechanical | 374.4K | $7.2M | 0.0% | +7.0% |
| STATE STREET CORP | Index provider | 366.7K | $7.1M | 0.0% | +103.8% |
| Clearbridge Investments, LLC | Other | 330.4K | $6.4M | 0.0% | +39.4% |
| MALTESE CAPITAL MANAGEMENT LLC | Other | 329.7K | $6.3M | 1.2% | +42.3% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 315.0K | $6.1M | 0.0% | +91.7% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 299.0K | $5.8M | 0.0% | +968.1% |
| MORGAN STANLEY | Bank broker | 275.5K | $5.3M | 0.0% | +106.1% |
| UBS Group AG | Bank broker | 255.0K | $4.9M | 0.0% | +420.4% |
| Alyeska Investment Group, L.P. | Quant stat arb | 247.1K | $4.8M | 0.0% | +64.7% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Diversified mechanical | 200.0K | $3.8M | 0.0% | Held |
| FRANKLIN RESOURCES INC | Long only active | 198.5K | $3.8M | 0.0% | +36.2% |
| Brevan Howard Capital Management LP | Diversified mechanical | 190.0K | $3.7M | 0.0% | New |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 178.0K | $3.4M | 0.0% | +86.2% |
| EJF Capital LP | Other | 171.1K | $3.3M | 2.3% | +41.4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 161.9K | $3.1M | 0.0% | — |
| NORTHERN TRUST CORP | Index provider | 157.0K | $3.0M | 0.0% | +161.5% |
| JPMORGAN CHASE & CO | Bank broker | 158.9K | $3.0M | 0.0% | +79.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 153.0K | $2.9M | 0.0% | +96.6% |
| Voleon Capital Management LP | Quant stat arb | 146.1K | $2.8M | 0.1% | +185.2% |
| BOOTHBAY FUND MANAGEMENT, LLC | Diversified mechanical | 122.7K | $2.4M | 0.1% | New |
| SCOTIA CAPITAL INC. | Other | 121.9K | $2.3M | 0.0% | New |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 117.7K | $2.3M | 0.0% | — |
| HARBOR CAPITAL ADVISORS, INC. | Diversified mechanical | 114.5K | $2.2M | 0.2% | New |
| Qube Research & Technologies Ltd | Quant stat arb | 80.9K | $1.6M | 0.0% | New |
| SEVEN GRAND MANAGERS, LLC ★2 | Fundamental diversified | 70.0K | $1.3M | 0.1% | New |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 63.2K | $1.2M | 0.0% | +283.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 58.9K | $1.1M | 0.0% | +95.9% |
| SEI INVESTMENTS CO | Diversified mechanical | 52.5K | $1.0M | 0.0% | +170.0% |
| Ghisallo Capital Management LLC | Quant stat arb | 50.0K | $962K | 0.0% | +42.9% |
| PMC FIG Opportunities LLC ★2 | Fundamental concentrated | 49.8K | $957K | 1.5% | New |
| Bank of New York Mellon Corp | Diversified mechanical | 45.6K | $876K | 0.0% | +103.2% |
| Man Group plc | Quant stat arb | 40.7K | $784K | 0.0% | +104.3% |
| Swiss National Bank | Index provider | 38.2K | $735K | 0.0% | New |
| Trexquant Investment LP | Diversified mechanical | 37.7K | $725K | 0.0% | +135.6% |
| VARCOV Co. | Quant stat arb | 37.7K | $724K | 0.3% | New |
| Legal & General Group Plc | Diversified mechanical | 28.8K | $553K | 0.0% | +3664.8% |
| Pacific Ridge Capital Partners, LLC | Other | 28.8K | $553K | 0.1% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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Top funds holding JCAP
WELLINGTON MANAGEMENT GROUP LLPADAGE CAPITAL PARTNERS GP, L.L.C.WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCPRINCIPAL FINANCIAL GROUP INCBlackRock, Inc.GOLDMAN SACHS GROUP INCPUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.VANGUARD CAPITAL MANAGEMENT LLCNantahala Capital Management, LLCGEODE CAPITAL MANAGEMENT, LLC
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