JCAP · Jefferson Capital, Inc. · Shareholders & Ownership

$20.27 -0.43 (-2.05%)

Russell 2000 member Rebalance outlook locked

Market Cap

$1.19B

57.43M

Volume · Oct 23 16.11K Avg daily vol (3M) 303.51K

Every disclosed holder of JCAP in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns JCAP

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	115	22,116,543	38.51%	Yes
Insiders (Forms 3, 4, 5)	9	37,873,475	65.95%	Yes
13D/G-only blocks	1	43,721,808	76.14%	Yes
Remaining	—	46,286,290	-80.60%	Negative
Registered funds (N-PORT, not summed)	126	5,908,204	10.29%	No

Shares outstanding: 57,425,536, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of JCAP

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	JCF IV JCAP Holding L.P. 13G CIK 2084201 · Unknown · Mar 31, 2026 Rule 13d-1(d), exempt investor, not summed	32,721,808	56.98%	-11,000,000	Mar 31, 2026	Rule 13d-1(d), exempt investor, not summed
1.1	JCF IV JCAP Holding L.P. Insider CIK 2084201 · Jan 9, 2026 10% Owner, issuer-wide	32,721,808	56.98%	-11,000,000	Jan 9, 2026	10% Owner, issuer-wide
2	Burton David M. Insider CIK 2072023 · Jan 9, 2026 Director, SEE REMARKS, issuer-wide	3,392,500	5.91%	-385,000	Jan 9, 2026	Director, SEE REMARKS, issuer-wide
2.1	BURTON DAVID M. 13G CIK 2072023 · Unknown · Jun 30, 2025 Rule 13d-1(d), exempt investor, not summed	3,777,500	6.58%	—	Jun 30, 2025	Rule 13d-1(d), exempt investor, not summed
3	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,321,550	4.04%	-949,416	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	WELLINGTON MANAGEMENT GROUP LLP 13G CIK 902219 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,321,550	4.04%	-949,416	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4	ADAGE CAPITAL PARTNERS GP, L.L.C. 13F CIK 1165408 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,857,858	3.24%	+95,059	Jun 30, 2026	carried, not yet filed for the newest quarter
5	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,806,665	3.15%	+246,716	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	William Blair Small Cap Growth Fund Fund S000008602 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	615,477	1.07%	+76,430	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
6	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,710,435	2.98%	+173,381	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	SmallCap Fund Fund S000007214 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	749,200	1.30%	+119,700	Jul 31, 2026	Principal Funds, Inc, not summed
6.2	SmallCap Account Fund S000007675 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	64,237	0.11%	+7,737	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
6.3	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,282	0.00%	+699	Jul 31, 2026	Principal Funds, Inc, not summed
6.4	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	646	0.00%	+123	Jul 31, 2026	Principal Funds, Inc, not summed
7	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,697,836	2.96%	+292,794	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	623,217	1.09%	+101,234	Jun 30, 2026	iShares Trust, not summed
7.2	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	139,550	0.24%	+79,764	Jun 30, 2026	iShares Trust, not summed
7.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	86,356	0.15%	-41,083	Jun 30, 2026	iShares Trust, not summed
7.4	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	42,638	0.07%	+6,490	Jun 30, 2026	Quantitative Master Series LLC, not summed
7.5	iShares Morningstar Small-Cap Value ETF Fund S000004435 · Registered fund · Jul 31, 2026 iShares Trust, not summed	5,752	0.01%	+4,776	Jul 31, 2026	iShares Trust, not summed
8	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 13F CIK 1238990 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,446,818	2.52%	+330,933	Jun 30, 2026	carried, not yet filed for the newest quarter
9	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	958,811	1.67%	-172,787	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	322,693	0.56%	+50,785	May 31, 2026	Goldman Sachs Trust, not summed
9.2	Goldman Sachs Small Cap Equity ETF Fund S000081978 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	47,984	0.08%	+14,823	May 31, 2026	Goldman Sachs ETF Trust, not summed
9.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	5,228	0.01%	+2,793	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
10	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	790,883	1.38%	+99,666	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	752,389	1.31%	-304,409	Jun 30, 2026	carried, not yet filed for the newest quarter
12	Nantahala Capital Management, LLC 13F CIK 1472322 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	750,000	1.31%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
13	Zellmann Mark Joseph Insider CIK 2071982 · Aug 17, 2026 President US Business Lines, issuer-wide	631,497	1.10%	-62,250	Aug 17, 2026	President US Business Lines, issuer-wide
14	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	626,868	1.09%	+39,370	Jun 30, 2026	carried, not yet filed for the newest quarter
15	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	582,735	1.01%	+327,770	Jun 30, 2026	carried, not yet filed for the newest quarter
16	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	532,962	0.93%	-301,500	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	North Reef Capital Management LP 13F CIK 1867831 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	530,598	0.92%	-1,553	Jun 30, 2026	carried, not yet filed for the newest quarter
18	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	472,411	0.82%	+105,740	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	8,400	0.01%	+900	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
18.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	528	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
19	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	456,926	0.80%	+157,883	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Pfohl Matthew James Insider CIK 2071976 · Jun 26, 2025 SEE REMARKS, issuer-wide	448,871	0.78%	—	Jun 26, 2025	SEE REMARKS, issuer-wide
21	Person Penelope JoAnn Insider CIK 2071943 · Aug 25, 2026 CHIEF COMMERCIAL OFFICER, issuer-wide	437,265	0.76%	-246	Aug 25, 2026	CHIEF COMMERCIAL OFFICER, issuer-wide
22	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	415,568	0.72%	+11,219	Jun 30, 2026	carried, not yet filed for the newest quarter
23	STATE OF WISCONSIN INVESTMENT BOARD 13F CIK 854157 · Pension or benefit plan · Jun 30, 2026 carried, not yet filed for the newest quarter	338,791	0.59%	-35,584	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	337,545	0.59%	+153,565	May 31, 2026	American Century ETF Trust, not summed
25	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	328,800	0.57%	-1,592	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Philadelphia Financial Management of San Francisco, LLC 13F CIK 1351407 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	316,853	0.55%	+316,853	Jun 30, 2026	carried, not yet filed for the newest quarter
27	ClearBridge Small Cap Fund Fund S000036165 · Registered fund · Jul 31, 2026 Legg Mason Global Asset Management Trust, not summed	314,979	0.55%	0	Jul 31, 2026	Legg Mason Global Asset Management Trust, not summed
28	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	306,596	0.53%	+31,145	Jun 30, 2026	carried, not yet filed for the newest quarter
29	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	261,935	0.46%	+104,974	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	61,896	0.11%	—	Jun 30, 2026	Northern Funds, not summed
29.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	11,731	0.02%	+817	Jun 30, 2026	Northern Funds, not summed
29.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	7,900	0.01%	—	Jul 31, 2026	FlexShares Trust, not summed
30	Alyeska Investment Group, L.P. 13F CIK 1453072 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	258,318	0.45%	+11,246	Jun 30, 2026	carried, not yet filed for the newest quarter
31	MALTESE CAPITAL MANAGEMENT LLC 13F CIK 1040762 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	231,385	0.40%	-98,315	Jun 30, 2026	carried, not yet filed for the newest quarter
32	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	196,328	0.34%	-693	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
33	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	188,704	0.33%	+26,825	Jun 30, 2026	carried, not yet filed for the newest quarter
34	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	164,315	0.29%	-34,149	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Putnam Small Cap Value Fund Fund S000003854 · Registered fund · May 31, 2026 Putnam Investment Funds, not summed	118,500	0.21%	-15,600	May 31, 2026	Putnam Investment Funds, not summed
34.2	Putnam VT Small Cap Value Fund Fund S000003888 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	45,000	0.08%	-11,700	Jun 30, 2026	Putnam Variable Trust, not summed
34.3	Franklin U.S. Small Cap Multifactor Index ETF Fund S000057202 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	756	0.00%	—	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
35	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	156,474	0.27%	+3,475	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	81,371	0.14%	-1,308	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
35.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	55,178	0.10%	+6,493	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
35.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	14,425	0.03%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
35.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	7,000	0.01%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
36	EJF Capital LP 13F CIK 1353254 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	145,387	0.25%	-25,705	Jun 30, 2026	carried, not yet filed for the newest quarter
37	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	136,895	0.24%	-178,120	Jun 30, 2026	carried, not yet filed for the newest quarter
38	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	133,700	0.23%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
39	SCOTIA CAPITAL INC. 13F CIK 1335644 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	121,901	0.21%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
40	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	121,781	0.21%	+4,044	Jun 30, 2026	carried, not yet filed for the newest quarter
41	HARBOR CAPITAL ADVISORS, INC. 13F CIK 1039128 · Registered investment adviser · Sep 30, 2026	118,162	0.21%	+4,405	Sep 30, 2026
42	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	114,128	0.20%	+75,104	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
43	Embark Small Cap Equity Fund Fund S000083503 · Registered fund · Jul 31, 2026 Harbor Funds II, not summed	112,835	0.20%	-922	Jul 31, 2026	Harbor Funds II, not summed
44	Realov Christo Dimitrov Insider CIK 2072574 · Jun 26, 2025 SEE REMARKS, issuer-wide	107,881	0.19%	—	Jun 26, 2025	SEE REMARKS, issuer-wide
45	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	99,102	0.17%	-78,930	Jun 30, 2026	carried, not yet filed for the newest quarter
46	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	94,065	0.16%	+35,206	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	89,524	0.16%	+8,610	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Giles Christopher Norton Insider CIK 2071915 · Jun 26, 2025 Director, issuer-wide	78,774	0.14%	—	Jun 26, 2025	Director, issuer-wide
49	Man Group plc 13F CIK 1637460 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	72,940	0.13%	+32,195	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Penn Series Small Cap Value Fund Fund S000006736 · Registered fund · Jun 30, 2026 Penn Series Funds Inc, not summed	67,479	0.12%	+12,419	Jun 30, 2026	Penn Series Funds Inc, not summed

4 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 195 holders

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Key facts CIK 2046042 CUSIP 47248R103 13F (30d) 13 filings 13 filers Visit website Investor relations