13FPulse
JK

JKHY JACK HENRY & ASSOCIATES INC

2026Q2 · CUSIP 426281101 · Enterprise Software Fintech & Payments · Sector: Technology

Normal

Fund flows are within the usual range

Funds that own it
697
Institutions that reported holding it to the SEC
Net decrease in holders
71
Last quarter 768 → now 697
How unusual is that
Bottom 20%
Stronger than only 1.4% of US stocks
What the filings say, in one paragraph

697 funds held JKHY at the end of 2026Q2, down 71 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $2.5B(YoY +7.1%), the P/E is 23.9x, return on equity is 24.5%. JKHY has had 18 buying rushes in its history, and the price moved +2.5% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Technology sector, tagged Enterprise Software / Fintech & Payments.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=292 2013Q4: holders=295 2014Q1: holders=309 2014Q2: holders=299 2014Q3: holders=306 2014Q4: holders=322 2015Q1: holders=311 2015Q2: holders=320 2015Q3: holders=327 2015Q4: holders=346 2016Q1: holders=376 2016Q2: holders=393 2016Q3: holders=391 2016Q4: holders=408 2017Q1: holders=396 2017Q2: holders=422 2017Q3: holders=423 2017Q4: holders=450 2018Q1: holders=479 2018Q2: holders=489 2018Q3: holders=515 2018Q4: holders=549 2019Q1: holders=554 2019Q2: holders=552 2019Q3: holders=550 2019Q4: holders=596 2020Q1: holders=585 2020Q2: holders=620 2020Q3: holders=616 2020Q4: holders=641 2021Q1: holders=615 2021Q2: holders=618 2021Q3: holders=629 2021Q4: holders=651 2022Q1: holders=660 2022Q2: holders=672 2022Q3: holders=677 2022Q4: holders=678 2023Q1: holders=656 2023Q2: holders=645 2023Q3: holders=636 2023Q4: holders=690 2024Q1: holders=656 2024Q2: holders=669 2024Q3: holders=693 2024Q4: holders=714 2025Q1: holders=714 2025Q2: holders=713 2025Q3: holders=735 2025Q4: holders=787 2026Q1: holders=768 2026Q2: holders=697 -71 -35.5 +0 +35.5 +71 262545827 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 18 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q4 Top 10% -12.9%
2025Q3 Top 20% -1.2% -14.0%
2024Q3 Top 20% -0.2% +6.4%
2023Q4 Top 10% -1.7% -4.3%
2022Q2 Top 20% -7.9% -15.9%
2021Q3 Top 20% +11.1% +16.5%
2020Q2 Top 10% -18.7% -24.8%
2019Q4 Top 10% +10.6% +13.5%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
279
Change in large funds
+11
Total value they hold
$9.5B
Funds buying for the first time
98
Funds that sold out entirely
169
Price change that quarter
+20.6%
Funds holding puts (bearish)
4
Funds holding calls (bullish)
4

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
23.9
EPS (TTM)
$6.98
EPS YoY
+11.9%
Revenue (TTM)
$2.5B
Revenue YoY
+7.1%
Net margin
19.8%
ROE
24.5%
Debt ratio
34.8%
FCF (TTM)
$695M
Dividend (TTM)
$2.38
Quarterly Revenue & EPS
2021-09-30: EPS 1.38 2021-12-31: EPS 1.30 2022-03-31: EPS 1.16 2022-06-30: EPS 1.10 2022-09-30: EPS 1.46 2022-12-31: EPS 1.10 2023-03-31: EPS 1.12 2023-06-30: EPS 1.34 2023-09-30: EPS 1.39 2023-12-31: EPS 1.26 2024-03-31: EPS 1.19 2024-06-30: EPS 1.39 2024-09-30: EPS 1.63 2024-12-31: EPS 1.34 2025-03-31: EPS 1.52 2025-06-30: EPS 1.75 2025-09-30: EPS 1.97 2025-12-31: EPS 1.72 2026-03-31: EPS 1.71 2026-06-30: EPS 1.58 0M 322M 645M $M 0.00 1.08 2.17 201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 30 17 30 43 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
0K157M315M 20162017201820192020202120222023202420252026
Latest quarter $170M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.