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Jefferson Capital, Inc. Common Stock (JCAP) institutional ownership

Market cap$1.1B SectorFinancial Services
Funds holding · Q1 2026
112
reported JCAP position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
88 buyers · 24 sellers

Jefferson Capital, Inc. Common Stock (JCAP) price and institutional activity

Dates

Q1 2026

$0 bought by 88 investors
Wellington Management Group LLPPunch & Associates Investment Management, Inc. +86 more
$0 sold by 24 investors
Driehaus Capital Management LLCMyda Advisors LLC +22 more
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Bought Sold Totals per quarter; hover a bar for the names.

Jefferson Capital, Inc. Common Stock (JCAP) institutional activity · 112

Investor Type Est. change Change Δ Own Date
Wellington Management Group LLP · Added
Change +1.5M Δ Own +80.0% Date Q1 2026
Wellington Management Group LLP Added· Q1 2026 +1.5M +80.0% Q1 2026
Punch & Associates Investment Management, Inc. · New
Change +1.1M Date Q1 2026
Punch & Associates Investment Management, Inc. New· Q1 2026 +1.1M Q1 2026
BlackRock · Added
Change +800K Date Q1 2026
BlackRock Added· Q1 2026 +800K Q1 2026
Vanguard · Added
Change +793K Date Q1 2026
Vanguard Added· Q1 2026 +793K Q1 2026
Principal Financial Group Inc · Added
Change +764K Date Q1 2026
Principal Financial Group Inc Added· Q1 2026 +764K Q1 2026
Goldman Sachs Group Inc · Added
Change +554K Date Q1 2026
Goldman Sachs Group Inc Added· Q1 2026 +554K Q1 2026
Adage Capital Partners Gp, L.L.C. · Added
Change +475K Date Q1 2026
Adage Capital Partners Gp, L.L.C. Added· Q1 2026 +475K Q1 2026
Geode · Added
Change +430K Date Q1 2026
Geode Added· Q1 2026 +430K Q1 2026
Citadel Advisors LLC Added· Q1 2026 +328K +126.5% Q1 2026
North Reef Capital Management LP · Added
Change +293K Date Q1 2026
North Reef Capital Management LP Added· Q1 2026 +293K Q1 2026
American Century Companies Inc · Added
Change +271K Date Q1 2026
American Century Companies Inc Added· Q1 2026 +271K Q1 2026
Driehaus Capital Management LLC · Exited
Change −247K Δ Own −100.0% Date Q1 2026
Driehaus Capital Management LLC Exited· Q1 2026 −247K −100.0% Q1 2026
Millennium Management LLC · Added
Change +222K Date Q1 2026
Millennium Management LLC Added· Q1 2026 +222K Q1 2026
UBS Group AG · Added
Change +206K Date Q1 2026
UBS Group AG Added· Q1 2026 +206K Q1 2026
Brevan Howard Capital Management LP · New
Change +190K Date Q1 2026
Brevan Howard Capital Management LP New· Q1 2026 +190K Q1 2026
Data through Q1 2026 · filed May 21, 2026
15 of 112

Famous investor activity in Jefferson Capital, Inc. Common Stock (JCAP)

Jefferson Capital, Inc. Common Stock (JCAP) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Zellmann Mark Joseph · Officer 2 operations $678K
Price $20.13–$34.13 Qty 25K Owned 12K Trade date Mar 18, 2026 Filed date Mar 18, 2026
Zellmann Mark Joseph Officer 2 operations $20.13–$34.13 25K $678K 12K Mar 18, 2026 Mar 18, 2026
Oros John J. · Director 2 operations $1.4M
Price $20.78–$34.78 Qty 50K Owned 25K Trade date Mar 11, 2026 Filed date Mar 13, 2026
Oros John J. Director 2 operations $20.78–$34.78 50K $1.4M 25K Mar 11, 2026 Mar 13, 2026
Burton David M. · Director, Officer Sell −$7.9M
Price $20.50 Qty −385K Owned 3.4M Trade date Jan 9, 2026 Filed date Jan 14, 2026
Burton David M. Director, Officer Sell $20.50 −385K −$7.9M 3.4M Jan 9, 2026 Jan 14, 2026
Jcf Associates IV L.P. · 10% Owner Sell −$216M
Price $19.63 Qty −11.0M Owned 32.7M Trade date Jan 9, 2026 Filed date Jan 13, 2026
Jcf Associates IV L.P. 10% Owner Sell $19.63 −11.0M −$216M 32.7M Jan 9, 2026 Jan 13, 2026
J.c. Flowers IV L.P. · 10% Owner 2 operations -43.7M
Owned 0 Trade date Aug 22, 2025 Filed date Aug 26, 2025
J.c. Flowers IV L.P. 10% Owner 2 operations -43.7M 0 Aug 22, 2025 Aug 26, 2025
5 of 5

Jefferson Capital, Inc. Common Stock (JCAP) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Jcf IV Jcap Holding L.P. 32.7M
% of shares outstanding 59.1% Filing date May 8, 2026
Jcf IV Jcap Holding L.P. 32.7M 59.1% May 8, 2026
Wellington Management Group LLP 3.3M
% of shares outstanding 5.9% Filing date May 15, 2026
Wellington Management Group LLP 3.3M 5.9% May 15, 2026
2 of 2

Jefferson Capital, Inc. Common Stock (JCAP) ownership FAQ

Who owns JCAP?

112 reporting institutions disclosed JCAP position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.