Curated Wealth Partners LLC
Position in JKHY — Jack Henry & Associates Inc
CIK 1781284
EL SEGUNDO, CA
Position in JKHY
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,393,514
+$645,355 QoQ
Shares Held
10,117
+113.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#12
of 39 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in JKHY Over Time
Shares Held
Position Value (USD)
Derivatives in JKHY
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$233,837
PutShares
1,346
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Information Technology Services
Technology · as of Jun 30, 2026Curated Wealth Partners LLC holds $109,036,617 across 13 Information Technology Services names. JKHY ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PENG |
Penguin Solutions, Inc.
|
744,658 | $56,601,454 | |
| 2 | IBM |
International Business Machines Corp
|
117,316 | $32,990,431 | |
| 3 | CACI |
Caci International Inc /De/
|
19,158 | $8,875,135 | |
| 4 | ACN |
Accenture plc
|
57,009 | $7,094,199 | |
| 5 | JKHY |
Jack Henry & Associates Inc
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|
10,117 | $1,393,514 | |
| 6 | KD |
Kyndryl Holdings, Inc.
|
45,003 | $508,983 | |
| 7 | EFOR |
Everforth Inc
|
27,137 | $484,938 | |
| 8 | GLOB |
Globant S.A.
|
15,021 | $434,707 |
All Filings in JKHY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,393,514 | 10,117 | Shares | Other | 2026-07-13 | |
| 2026-03-31 | $748,159 | 4,734 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $810,574 | 4,442 | Shares | Other | 2026-01-12 | |
| 2025-09-30 | $339,411 | 2,279 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $410,606 | 2,279 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $416,145 | 2,279 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $232,096 | 1,324 | Shares | Other | 2025-01-21 | |
| 2024-03-31 | $233,837 | 1,346 | Put | Other | 2024-04-12 | |
| 2023-12-31 | $229,590 | 1,405 | Shares | Other | 2024-01-09 | |
| 2023-09-30 | $217,339 | 1,438 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $228,069 | 1,363 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $205,430 | 1,363 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $239,463 | 1,364 | Shares | Other | 2023-01-30 | |
| 2022-09-30 | $248,433 | 1,363 | Shares | Other | 2022-10-14 | |
| 2022-06-30 | $245,367 | 1,363 | Shares | Other | 2022-07-27 | |
| 2021-09-30 | $229,355 | 1,398 | Shares | Other | 2021-11-08 | |
| 2021-06-30 | $228,586 | 1,398 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $208,007 | 1,371 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $206,050 | 1,272 | Shares | Other | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||