Coastal Bridge Advisors, LLC
Position in JKHY — Jack Henry & Associates Inc
CIK 1665976
WESTPORT, CT
Position in JKHY
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$396,553
-$123,872 QoQ
Shares Held
2,879
-12.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#435
of 710 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JKHY Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Coastal Bridge Advisors, LLC holds $5,031,974 across 4 Information Technology Services names. JKHY ranks #3 (7.9% of the industry book) .
All Filings in JKHY
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,553 | 2,879 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $520,425 | 3,293 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $613,497 | 3,362 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $495,787 | 3,329 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $597,804 | 3,318 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||