$JCAP

$20.04 -$0.10 (0.5%) Close

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

Ownership

13F as of Q2 2026 · 57.4M shares outstanding

Who owns JCAP?

By type of holder

Institutions 38.5% Insiders 61.5% Everyone else 0.0%

Concentration Top 10 holders own 29.2%

Burton David M. 5.9% · Wellington Management Group LLP 4.0%

Institutional ownership

38.5%

+0.5 pts vs last qtr

Institutional holders

112

+5 vs last qtr

Net shares bought

+287.5K

by institutions in Q2 2026

New / sold out

27 / 22

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Punch & Associates Investment Management, Inc. +330.9K
UBS Group AG +327.8K

Biggest sellers in Q2 2026

Wellington Management Group LLP −949.4K
Vanguard Capital Management LLC −304.4K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Jefferson Capital Inc in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Jefferson Capital Inc.

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years56% Under 1 year44%

Quarterly turnover

14.2%

of institutional shares changed hands

Top 10 managers, median time held

1 year

Super Investors

Investment managers reporting JCAP on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
WM Wellington Management Group LLP	2.3M	4.04%	−949.4K (−29.0%)	Q3 '25	0.0%
Shares held by quarter Peak holding3.3M (Q1'26) Change over 8 quarters+2.3M Share of the company4.040% Wellington Management Group LLP's full portfolio →
AC Adage Capital Partners GP, L.L.C.	1.9M	3.24%	+95.1K (+5.4%)	2025	0.1%
Shares held by quarter Peak holding1.9M (Q2'26) Change over 8 quarters+1.9M Share of the company3.240% Adage Capital Partners GP, L.L.C.'s full portfolio →

Wellington Management Group LLP

2.3M

% of company

4.04%

Change vs last qtr

−949.4K (−29.0%)

Held since

Q3 '25

Adage Capital Partners GP, L.L.C.

1.9M

% of company

3.24%

Change vs last qtr

+95.1K (+5.4%)

Held since

2025

28 more super investors behind a free account

See every manager holding Jefferson Capital Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting JCAP on Form N-PORT; together they hold 11.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
SF SmallCap Fund Principal Funds, Inc	$15.1M	749.2K	1.30%	0.72%	July 31, 2026
IR iShares Russell 2000 ETF iShares Trust	$12.1M	623.2K	1.09%	0.01%	June 30, 2026

SmallCap Fund

Principal Funds, Inc

Position value

$15.1M

% of company

1.30%

% of the fund

0.72%

As of

July 31, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$12.1M

% of company

1.09%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Jefferson Capital 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
BD Burton David M. Insider	3.4M	5.91%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company5.910% Burton David M.'s insider activity →
ZM Zellmann Mark Joseph Insider	631.5K	1.10%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.100% Zellmann Mark Joseph's insider activity →

Burton David M.

Insider

3.4M

% of company

5.91%

Change vs last qtr

—

Held since

—

Zellmann Mark Joseph

Insider

631.5K

% of company

1.10%

Change vs last qtr

—

Held since

—

6 more holders behind a free account

See every insider and 5%+ holder of Jefferson Capital Inc.

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