What percentage of JCAP is owned by institutions?

Based on Q1 2026 13F filings, institutional ownership of Jefferson Capital, Inc. Common Stock stands at 45.8%, held across 105 reporting institutions.

Who is the largest institutional holder of JCAP?

WELLINGTON MANAGEMENT GROUP LLP is the largest reported institutional holder of JCAP, with approximately 3,270,966 shares worth $0.06B as of Q1 2026.

Is JCAP a hedge fund favorite?

Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of JCAP, including CITADEL ADVISORS LLC, MILLENNIUM MANAGEMENT LLC, TWO SIGMA INVESTMENTS, LP.

What is JCAP's Smart Money Score?

Our composite Smart Money Score for JCAP is 75 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.

How many institutions bought JCAP this quarter?

35 institutions opened new positions in JCAP during Q1 2026, while 19 fully exited. 55 added to existing positions and 15 trimmed.

How is institutional ownership of JCAP changing?

JCAP institutional ownership rose by 16.55 percentage points quarter-over-quarter, with a net change of +16 holders.

How concentrated is JCAP ownership among the top holders?

The top 10 institutions account for 66.1% of all reported 13F value in JCAP, and the top 25 account for 88.8%.

Where does this JCAP institutional ownership data come from?

All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.

Jefferson Capital, Inc. Common Stock (JCAP) Institutional Ownership Q1 2026 | Top 13F Holders

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Jefferson Capital, Inc. Common Stock (JCAP) Institutional Ownership Q1 2026 | Top 13F Holders | VCP Scanner

Top Institutional Holders of JCAP

Ranked by reported Q1 2026 13F market value

Top 10 Holders

66.1%

Top 25 Holders

88.8%

Share of total reported institutional value in JCAP held by the largest 10 / 25 filers.

#	Institution	Shares Held	Market Value	QoQ Change	Ownership %	% of Fund
1	WELLINGTON MANAGEMENT GROUP LLP	3.3M	$62.9M	+80.0%	5.902%	0.01%
2	ADAGE CAPITAL PARTNERS GP, L.L.C.	1.8M	$33.9M	+36.9%	3.181%	0.05%
3	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1.6M	$30.0M	+5.1%	2.815%	0.10%
4	PRINCIPAL FINANCIAL GROUP INC	1.5M	$29.6M	+98.8%	2.773%	0.02%
5	BlackRock, Inc.	1.4M	$27.0M	+132.1%	2.535%	0.00%
6	GOLDMAN SACHS GROUP INC	1.1M	$21.8M	+95.8%	2.042%	0.00%
7	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	1.1M	$21.5M	—	2.014%	1.24%
8	VANGUARD CAPITAL MANAGEMENT LLC	1.1M	$20.3M	—	1.907%	0.00%
9	Nantahala Capital Management, LLC	750K	$14.4M	+25.0%	1.353%	0.74%
10	GEODE CAPITAL MANAGEMENT, LLC	691K	$13.3M	+165.0%	1.247%	0.00%
11	CITADEL ADVISORS LLC	587K	$11.3M	+126.6%	1.060%	0.01%
12	North Reef Capital Management LP	532K	$10.2M	+122.2%	0.960%	0.35%
13	MILLENNIUM MANAGEMENT LLC	404K	$7.8M	+122.3%	0.730%	0.01%
14	STATE OF WISCONSIN INVESTMENT BOARD	374K	$7.2M	+7.0%	0.675%	0.02%
15	STATE STREET CORP	367K	$7.1M	+103.8%	0.662%	0.00%
16	Clearbridge Investments, LLC	330K	$6.4M	+39.4%	0.596%	0.01%
17	MALTESE CAPITAL MANAGEMENT LLC	330K	$6.3M	+42.3%	0.595%	1.25%
18	TWO SIGMA INVESTMENTS, LP	315K	$6.1M	+91.7%	0.568%	0.00%
19	AMERICAN CENTURY COMPANIES INC	299K	$5.8M	+968.1%	0.540%	0.00%
20	MORGAN STANLEY	275K	$5.3M	+106.1%	0.497%	0.00%
21	UBS Group AG	255K	$4.9M	+420.4%	0.460%	0.00%
22	Alyeska Investment Group, L.P.	247K	$4.8M	+64.7%	0.446%	0.01%
23	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	200K	$3.8M	0.0%	0.361%	0.01%
24	FRANKLIN RESOURCES INC	198K	$3.8M	+36.3%	0.358%	0.00%
25	Brevan Howard Capital Management LP	190K	$3.7M	—	0.343%	0.03%

denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in JCAP — a direct measure of their conviction.

JCAP Institutional Ownership by Quarter

8 quarters of 13F filings · Δ columns show change vs prior quarter

Quarter	Inst. Holders	Δ Holders	Ownership %	Δ Ownership	Total 13F Value	Δ Value
Q1 2026	105	+18%	45.82%	+16.55 pp	$415M	+57%
Q4 2025	89	+22%	29.27%	+6.00 pp	$265M	+26%
Q3 2025	73	+30%	23.27%	+3.54 pp	$211M	+18%
Q2 2025	56	+5500%	19.73%	+19.73 pp	$179M	—
Q2 2021	1	+0.0%	0.00%	+0.00 pp	$0M	—
Q1 2021	1	67%	0.00%	43.48 pp	$0M	100%
Q4 2020	3	97%	43.48%	42.92 pp	$394M	50%
Q3 2020	104	—	86.40%	—	$783M	—

Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.

Jefferson Capital, Inc. Common Stock (JCAP) Institutional Ownership

AI Insights & Key Takeaways

Top Institutional Holders of JCAP

Quarterly Institutional Activity

New Buyers

Exited Positions

JCAP Institutional Ownership by Quarter

JCAP — Frequently Asked Questions