Jefferson Capital, Inc.

JCAP

Exchange: Nasdaq
Industry: Short-Term Business Credit Institutions
SEC CIK: 0002046042

SEC filings (opens in a new tab)

In the last 90 days, Jefferson Capital, Inc. insiders filed 0 open-market purchases and 2 sales; 112 institutions reported holding it in 13F filings for Q2 2026, worth $430.9M in total; no superinvestor holds it.

Q1 2026 vs. Q4 2025

How the institutions holding Jefferson Capital, Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026 All holders in Q4 2025

13F holders of JCAP: Q4 2025 compared with Q1 2026
Measure	Q4 2025	Of which not filed for Q1 2026	Q1 2026	Change
Holders	91	3	107	+19
Shares	11.9M	602.8K	21.8M	+10.5M (+92.6%)
Value	$266.9M	$13.5M	$420.0M	+$166.7M (+65.8%)

3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (35)

Institutions that held Jefferson Capital, Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to JCAP in Q1 2026
Institution	Shares	Value	% of portfolio
Punch & Associates Investment Management, Inc.	1,115,885	$21.5M	1.24%
Vanguard Capital Management LLC	1,056,798	$20.3M	0.00%
Brevan Howard Capital Management LP	190,000	$3.65M	0.04%
Vanguard Portfolio Management LLC	161,879	$3.11M	0.00%
Boothbay Fund Management, LLC	122,672	$2.36M	0.06%
Scotia Capital Inc.	121,901	$2.34M	0.01%
Vanguard Fiduciary Trust Co	117,737	$2.26M	0.00%
Harbor Capital Advisors, Inc.	114,475	$2.20M	0.18%
Qube Research & Technologies Ltd	80,914	$1.56M	0.00%
Seven Grand Managers, LLC	70,000	$1.35M	0.09%
PMC FIG Opportunities LLC	49,771	$957.1K	1.48%
Swiss National Bank	38,200	$734.6K	0.00%
VARCOV Co.	37,653	$724.1K	0.27%
Pacific Ridge Capital Partners, LLC	28,754	$552.9K	0.12%
Persistent Asset Partners Ltd	17,775	$341.8K	0.13%
Price T Rowe Associates Inc	15,768	$304.0K	0.00%
Counterpoint Mutual Funds LLC	15,801	$303.9K	0.05%
Covalis Capital LLP	15,000	$288.4K	0.02%
Vanguard Asset Management, Ltd	13,884	$267.0K	0.00%
Janus Henderson Group PLC	13,800	$265.6K	0.00%
AQR Capital Management LLC	13,811	$265.6K	0.00%
Envestnet Asset Management Inc	13,484	$259.3K	0.00%
Zurcher Kantonalbank (Zurich Cantonalbank)	12,611	$242.5K	0.00%
Vanguard Investments Australia, Ltd.	7,963	$153.1K	0.00%
Vanguard Global Advisers, LLC	7,005	$134.7K	0.00%
State of Tennessee, Treasury Department	6,603	$127.0K	0.00%
KLP Kapitalforvaltning AS	4,300	$83.6K	0.00%
US Bancorp	2,400	$46.2K	0.00%
New York State Teachers Retirement System	730	$14.0K	0.00%
Advisor Group Holdings, Inc.	300	$5.77K	0.00%
Aquatic Capital Management LLC	177	$3.40K	0.00%
Rossby Financial, LCC	137	$2.64K	0.00%
Root Financial Partners, LLC	23	$442	0.00%
MAI Capital Management	3	$58	0.00%
Covestor Ltd	9	$0	0.00%

Sold out (16)

Institutions that held Jefferson Capital, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of JCAP in Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Driehaus Capital Management LLC	247,230	$5.52M
MYDA Advisors LLC	90,000	$2.01M
Jane Street Group, LLC	77,523	$1.73M
Schonfeld Strategic Advisors LLC	44,927	$1.00M
Two Sigma Advisers, LP	37,800	$844.5K
HRT Financial LP	32,352	$722.0K
HSBC Holdings PLC	15,377	$344.4K
Balyasny Asset Management LLC	12,336	$275.6K
Verition Fund Management LLC	10,304	$230.2K
Penserra Capital Management LLC	9,726	$217.0K
GWM Advisors LLC	6,996	$156.3K
SG Americas Securities, LLC	6,148	$137.0K
State of Wyoming	3,244	$72.5K
Royal Bank of Canada	1,110	$24.0K
Aster Capital Management (DIFC) Ltd	775	$17.3K
Amalgamated Bank	248	$6.00K

Not filed for Q1 2026 yet (3)

Institutions that held Jefferson Capital, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding JCAP in Q4 2025 that haven't filed for Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Vanguard Group Inc	572,714	$12.8M
Norges Bank	30,000	$670.2K
Global Retirement Partners, LLC	81	$1.81K