Position in JKHY
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$438,086
-$77,055 QoQ
Shares Held
2,772
-1.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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)
Position in Information Technology Services
Technology · as of Mar 31, 2026Optimize Financial Inc holds $12,061,682 across 9 Information Technology Services names. JKHY ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PENG |
Penguin Solutions, Inc.
|
153,470 | $2,701,072 | |
| 2 | IBM |
International Business Machines Corp
|
10,826 | $2,624,114 | |
| 3 | CLVT |
Clarivate PLC
|
1,022,763 | $2,587,590 | |
| 4 | VYX |
NCR Voyix Corp
|
356,989 | $2,259,740 | |
| 5 | JKHY |
Jack Henry & Associates Inc
This page
|
2,772 | $438,086 | |
| 6 | FIS |
Fidelity National Information Services, Inc.
|
9,252 | $434,011 | |
| 7 | BR |
Broadridge Financial Solutions, Inc.
|
2,419 | $393,039 | |
| 8 | EFOR |
Everforth Inc
|
8,190 | $317,034 |
All Filings in JKHY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $438,086 | 2,772 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $515,141 | 2,823 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $414,472 | 2,783 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||