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.

Q2 2026 vs. Q1 2026

How the institutions holding Jefferson Capital, Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026 All holders in Q1 2026

13F holders of JCAP: Q1 2026 compared with Q2 2026
Measure	Q1 2026	Of which not filed for Q2 2026	Q2 2026	Change
Holders	107	2	112	+7
Shares	21.8M	14.4K	22.1M	+301.9K (+1.4%)
Value	$420.0M	$276.7K	$430.9M	+$11.1M (+2.6%)

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (27)

Institutions that held Jefferson Capital, Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to JCAP in Q2 2026
Institution	Shares	Value	% of portfolio
Philadelphia Financial Management of San Francisco, LLC	316,853	$6.17M	1.69%
Norges Bank	133,700	$2.60M	0.00%
Y-Intercept (Hong Kong) Ltd	90,893	$1.77M	0.04%
Picton Mahoney Asset Management	56,058	$1.09M	0.01%
Point72 Asset Management, L.P.	44,736	$871.0K	0.00%
Allstate Corp	33,088	$644.2K	0.01%
HRT Financial LP	29,164	$567.0K	0.00%
Jackson Creek Investment Advisors LLC	27,646	$556.0K	0.18%
HSBC Holdings PLC	27,869	$544.6K	0.00%
Odyssean, LLC	26,371	$513.4K	0.08%
Mercer Global Advisors Inc	20,775	$404.5K	0.00%
Invesco Ltd.	20,195	$393.2K	0.00%
Jump Financial, LLC	17,825	$347.1K	0.00%
Teacher Retirement System of Texas	15,636	$304.4K	0.00%
Jupiter Topco LLC	13,800	$268.3K	0.00%
Mitsubishi UFJ Trust & Banking Corp	13,772	$268.1K	0.00%
Prudential Financial Inc	13,525	$263.3K	0.00%
Squarepoint Ops LLC	11,767	$229.1K	0.00%
Winton Group Ltd	10,835	$211.0K	0.01%
Nisa Investment Advisors, LLC	2,291	$44.6K	0.00%
Royal Bank of Canada	682	$13.0K	0.00%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	596	$11.6K	0.00%
Global Retirement Partners, LLC	100	$1.95K	0.00%
Spectrum Wealth Advisory Group, LLC	82	$1.60K	0.00%
SRS Capital Advisors, Inc.	64	$1.25K	0.00%
Transamerica Financial Advisors, Inc.	5	$97	0.00%
Clearstead Advisors, LLC	2	$39	0.00%

Sold out (20)

Institutions that held Jefferson Capital, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of JCAP in Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
Healthcare of Ontario Pension Plan Trust Fund	200,000	$3.85M
Voleon Capital Management LP	146,127	$2.81M
Boothbay Fund Management, LLC	122,672	$2.36M
Seven Grand Managers, LLC	70,000	$1.35M
PMC FIG Opportunities LLC	49,771	$957.1K
Persistent Asset Partners Ltd	17,775	$341.8K
Counterpoint Mutual Funds LLC	15,801	$303.9K
Covalis Capital LLP	15,000	$288.4K
AQR Capital Management LLC	13,811	$265.6K
Walleye Capital LLC	11,174	$214.9K
STRS Ohio	2,100	$40.4K
Advisor Group Holdings, Inc.	300	$5.77K
Bernard Wealth Management Corp.	100	$1.92K
The PNC Financial Services Group, Inc.	89	$1.71K
Root Financial Partners, LLC	23	$442
GAMMA Investing LLC	9	$173
Essential Partners LLC	9	$173
Rothschild Investment LLC	6	$115
MAI Capital Management	3	$58
Farther Finance Advisors, LLC	3	$58

Not filed for Q2 2026 yet (2)

Institutions that held Jefferson Capital, Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding JCAP in Q1 2026 that haven't filed for Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
Janus Henderson Group PLC	13,800	$265.6K
CWM, LLC	575	$11.1K