$JACK

$13.03 +$1.12 (9.4%) Close

$JACK Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 19.2M shares outstanding

Who owns JACK?

By type of holder

Institutions 95.8% Insiders 4.2% Everyone else 0.0%

Concentration Top 10 holders own 67.9%

Callodine Capital Management, LP 9.0% · Nantahala Capital Management, LLC 9.0%

Institutional ownership

95.8%

+7.0 pts vs last qtr

Institutional holders

132

-6 vs last qtr

Net shares bought

+1.3M

by institutions in Q2 2026

New / sold out

27 / 33

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Bank Of America Corp /de/ +541.6K
Raymond James Financial Inc NEW +411.3K

Biggest sellers in Q2 2026

Marshall Wace, LLP −510.1K
Millennium Management LLC −258.8K

Who is planning to sell?

Notices of proposed sale, last 12 months

$38.9K

1 notice from 1 person

Shares covered

2.2K

0.01% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Carl Mount Officer $38.9K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−44.2%

−6.28% a year

Each share's claim on the business

+79.2%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$1.63B vs $87.7M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years45% 3–5 years13% 1–3 years35% Under 1 year7%

Quarterly turnover

18.8%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting JACK on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
CC Callodine Capital Management, LP	1.7M	8.95%	−43.3K (−2.5%)	2024	1.8%
Shares held by quarter Peak holding1.8M (Q1'26) Change over 8 quarters+1.4M Share of the company8.950% Callodine Capital Management, LP's full portfolio →
NC Nantahala Capital Management, LLC	1.7M	9.01%	+185.9K (+12.1%)	2025	0.9%
Shares held by quarter Peak holding1.7M (Q2'26) Change over 8 quarters+1.7M Share of the company9.010% Nantahala Capital Management, LLC's full portfolio →

Callodine Capital Management, LP

1.7M

% of company

8.95%

Change vs last qtr

−43.3K (−2.5%)

Held since

2024

Nantahala Capital Management, LLC

1.7M

% of company

9.01%

Change vs last qtr

+185.9K (+12.1%)

Held since

2025

28 more super investors behind a free account

See every manager holding Jack in the Box Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting JACK on Form N-PORT; together they hold 24.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$9.28M	587.2K	3.06%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$7.4M	468.3K	2.44%	0.01%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$9.28M

% of company

3.06%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$7.4M

% of company

2.44%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Jack in the Box Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
GI GreenWood Investors LLC 5%+ holder 13D · 7.1%	1.4M	7.05%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company7.050% Disclosed stake13D · 7.1% View the 13D/G filing →
SW Steven Wood 5%+ holder 13D · 7.1%	1.4M	7.05%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company7.050% Disclosed stake13D · 7.1% View the 13D/G filing →

GreenWood Investors LLC

5%+ holder13D · 7.1%

1.4M

% of company

7.05%

Change vs last qtr

—

Held since

—

Steven Wood

5%+ holder13D · 7.1%

1.4M

% of company

7.05%

Change vs last qtr

—

Held since

—

27 more holders behind a free account

See every insider and 5%+ holder of Jack in the Box Inc.

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