This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/JKHY/capital-change-brief"
Use Arkolith's capital_change_brief for JKHY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $941.6M | 6.0M | ▼−0.3% Reduced · −20K sh | Q1 2026 | |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $862.8M | 5.5M | ▼−6.8% Reduced · −401K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $739.7M | 4.7M | ▲New +4.7M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $625.0M | 4.0M | ▼−2.0% Reduced · −83K sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $567.7M | 3.6M | ▲New +3.6M sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $424.2M | 2.7M | ▲+9.5% Added · +234K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $362.7M | 2.3M | ▲+8.2% Added · +175K sh | Q1 2026 | |
| 8 | CIBC Bancorp USA Inc. | $301.9M | 1.9M | ▲190× Added · +1.9M sh | Q1 2026 | |
| 9 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $230.4M | 1.5M | ▲+8.0% Added · +108K sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $218.4M | 1.4M | ▼−2.4% Reduced · −34K sh | Q1 2026 | |
| 11 | Neuberger Berman Group LLC | $171.7M | 1.1M | ▼−2.8% Reduced · −31K sh | Q1 2026 | |
| 12 | JANUS HENDERSON GROUP PLC | $170.4M | 1.1M | ▲134× Added · +1.1M sh | Q1 2026 | |
| 13 | UBS Group AG | $135.3M | 856K | ▲+8.3% Added · +66K sh | Q1 2026 | |
| 14 | TD ASSET MANAGEMENT INC | $130.2M | 824K | ▲+42% Added · +242K sh | Q1 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $128.6M | 814K | ▲+6.5% Added · +50K sh | Q1 2026 | |
| 16 | DIMENSIONAL FUND ADVISORS LP | $118.8M | 752K | ▲+13% Added · +87K sh | Q1 2026 | |
| 17 | FIRST TRUST ADVISORS LP | $116.0M | 734K | ▲+34% Added · +185K sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $115.6M | 731K | ▼−0.7% Reduced · −5K sh | Q1 2026 | |
| 19 | NORGES BANK | $128.7M | 706K | ▲+10% Added · +65K sh | Q4 2025 | |
| 20 | Epoch Investment Partners, Inc. | $107.7M | 682K | ▲+82% Added · +308K sh | Q1 2026 | |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $104.8M | 663K | ▲+2.2% Added · +15K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | $100.6M | 636K | ▼−7.9% Reduced · −55K sh | Q1 2026 | |
| 23 | Amundi | $99.1M | 627K | ▲+80% Added · +279K sh | Q1 2026 | |
| 24 | NORDEA INVESTMENT MANAGEMENT AB | $91.0M | 585K | ▼−19% Reduced · −139K sh | Q1 2026 | |
| 25 | Tandem Investment Advisors, Inc. | $90.3M | 571K | ▼−12% Reduced · −78K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 14, 2026 | Foss David B | Director | Option exercise (M) | 1K | — |
| Jul 14, 2026 | Foss David B | Director | Option exercise (M) | 1K | $0 |
| May 14, 2026 | Adelson Gregory R. | President & CEO, Director | Buy (P) | 2K | $267K |
| May 14, 2026 | Carsley Mimi | CFO and Treasurer | Buy (P) | 375 | $50K |
| Feb 12, 2026 | FLANIGAN MATTHEW C | Director | Gift (G) | 440 | $0 |
| Jan 1, 2026 | McLachlan Shanon G. | COO | Tax withholding (F) | 67 | $12K |
| Jan 1, 2026 | McLachlan Shanon G. | COO | Option exercise (M) | 183 | $0 |
| Jan 1, 2026 | McLachlan Shanon G. | COO | Option exercise (M) | 183 | $0 |
| Dec 17, 2025 | Carsley Mimi | CFO and Treasurer | Grant (A) | 5K | $0 |
| Dec 15, 2025 | Swearingen Renee Ann | Sr VP & Chief Accounting Offic | Gift (G) | 200 | $0 |
| Dec 1, 2025 | Foss David B | Director | Sell (S) | 20K | $3.5M |
| Nov 17, 2025 | Nelson Lisa M | Director | Grant (A) | 1K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 261 funds | $280.1B |
| MICROSOFT CORPMSFT | 261 funds | $259.6B |
| AMAZON.COM INCAMZN | 258 funds | $200.9B |
| NVIDIA CORPNVDA | 257 funds | $374.6B |
| META PLATFORMS INC-CLASS AMETA | 255 funds | $110.7B |
| VISA INC-CLASS A SHARESV | 255 funds | $55.6B |
| COSTCO WHOLESALE CORPCOST | 253 funds | $40.1B |
| MASTERCARD INC - AMA | 252 funds | $52.5B |
| ALPHABET INC-CL AGOOGL | 251 funds | $171.1B |
| BROADCOM INCAVGO | 249 funds | $140.7B |
| ALPHABET INC-CL CGOOG | 249 funds | $114.0B |
| ELI LILLY & COLLY | 249 funds | $72.0B |
Ranked by how many of JKHY's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for JKHY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.