JEFFERSON CAPITAL INC JCAP
COM · Common Stock · CUSIP 47248R103
- SectorFinancials
- IndustryShort-Term Business Credit Institutions
- HeadquartersMinneapolis, MN
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $19.47.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2025 | 56 |
| Q3 2025 | 73 |
| Q4 2025 | 91 |
| Q1 2026 | 107 |
| Q2 2026 | 113 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2025 | 58 | 29 |
| Q4 2025 | 40 | 46 |
| Q1 2026 | 90 | 23 |
| Q2 2026 | 71 | 43 |
Biggest buyers
| Nantahala Capital Management, LLC | Added | +750.0k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | Added | +330.9k |
| UBS Group AG | Added | +327.8k |
| Philadelphia Financial Management of San Francisco, LLC | New | +316.9k |
| BlackRock, Inc. | Added | +292.8k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Added | +246.7k |
| PRINCIPAL FINANCIAL GROUP INC | Added | +173.4k |
| AMERICAN CENTURY COMPANIES INC | Added | +157.9k |
| STATE STREET CORP | Added | +105.7k |
| NORTHERN TRUST CORP | Added | +105.0k |
Biggest sellers
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -949.4k |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | -304.4k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Sold out | -200.0k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -178.1k |
| Brevan Howard Capital Management LP | Reduced | -177.6k |
| GOLDMAN SACHS GROUP INC | Reduced | -172.8k |
| Voleon Capital Management LP | Sold out | -146.1k |
| JPMORGAN CHASE & CO | Reduced | -134.4k |
| BOOTHBAY FUND MANAGEMENT, LLC | Sold out | -122.7k |
| MALTESE CAPITAL MANAGEMENT LLC | Reduced | -98.3k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| J.C. Flowers IV L.P. 13G · exempt (held before listing) new · filed 2025-08-12 | 67.6% |
| JCF IV JCAP Holding L.P. 13G · exempt (held before listing) -15.9 pts · filed 2026-05-08 | 59.1% |
| Burton David M. 13G · exempt (held before listing) new · filed 2026-01-16 | 5.8% |
Fell to 5% or below in the last year: WELLINGTON MANAGEMENT GROUP LLP (4.2%, 2026-08-13)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 1 | $6.4m | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 1 | $7.9m | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 2 | $1.3m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-25 | Person Penelope JoAnn Chief Commercial Officer | Sold | $5.4k246 shares |
| 2026-08-17 | Zellmann Mark Joseph President US Business Lines | Sold | $1.3m56.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 2.3m $45.2m | Reduced -949.4k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.05% of their portfolio | 1.9m $36.2m | Added +95.1k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.11% of their portfolio | 1.8m $35.2m | Added +246.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 1.7m $33.3m | Added +173.4k |
| BlackRock, Inc. 0.00% of their portfolio | 1.7m $33.1m | Added +292.8k |
| Nantahala Capital Management, LLC 0.88% of their portfolio | 1.5m $29.2m | Added +750.0k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1.39% of their portfolio | 1.4m $28.2m | Added +330.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 958.8k $18.7m | Reduced -172.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 790.9k $15.4m | Added +99.7k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 752.4k $14.6m | Reduced -304.4k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 626.9k $12.2m | Added +39.4k |
| UBS Group AG 0.00% of their portfolio | 582.7k $11.3m | Added +327.8k |
| North Reef Capital Management LP 0.40% of their portfolio | 530.6k $10.3m | Reduced -1.6k |
| STATE STREET CORP 0.00% of their portfolio | 472.4k $9.2m | Added +105.7k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 456.9k $8.9m | Added +157.9k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 415.6k $8.1m | Added +11.2k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 338.8k $6.6m | Reduced -35.6k |
| Clearbridge Investments, LLC 0.01% of their portfolio | 328.8k $6.4m | Reduced -1.6k |
| Philadelphia Financial Management of San Francisco, LLC 1.69% of their portfolio | 316.9k $6.2m | New |
| MORGAN STANLEY 0.00% of their portfolio | 306.6k $6.0m | Added +31.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 261.9k $5.1m | Added +105.0k |
| Alyeska Investment Group, L.P. 0.01% of their portfolio | 258.3k $5.0m | Added +11.2k |
| MALTESE CAPITAL MANAGEMENT LLC 0.82% of their portfolio | 231.4k $4.5m | Reduced -98.3k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 188.7k $3.7m | Added +26.8k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 164.3k $3.2m | Reduced -34.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 156.5k $3.0m | Added +3.5k |
| EJF Capital LP 1.89% of their portfolio | 145.4k $2.8m | Reduced -25.7k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 136.9k $2.7m | Reduced -178.1k |
| NORGES BANK 0.00% of their portfolio | 133.7k $2.6m | Not comparable |
| SCOTIA CAPITAL INC. 0.01% of their portfolio | 121.9k $2.4m | Unchanged |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 121.8k $2.4m | Added +4.0k |
| HARBOR CAPITAL ADVISORS, INC. 0.15% of their portfolio | 113.8k $2.2m | Reduced -718 |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 99.1k $1.9m | Reduced -78.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 94.1k $1.8m | Added +35.2k |
| Y-Intercept (Hong Kong) Ltd 0.04% of their portfolio | 90.9k $1.8m | New |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 89.5k $1.7m | Added +8.6k |
| Man Group plc 0.00% of their portfolio | 72.9k $1.4m | Added +32.2k |
| PICTON MAHONEY ASSET MANAGEMENT 0.01% of their portfolio | 56.1k $1.1m | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 54.5k $1.1m | Added +9.0k |
| Ghisallo Capital Management LLC 0.02% of their portfolio | 50.0k $973.5k | Unchanged |
| Trexquant Investment LP 0.01% of their portfolio | 49.7k $967.6k | Added +12.0k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 46.9k $913.5k | Reduced -5.6k |
| Nuveen, LLC 0.00% of their portfolio | 45.2k $879.5k | Added +18.6k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 44.7k $871.0k | New |
| Pacific Ridge Capital Partners, LLC 0.16% of their portfolio | 44.4k $864.4k | Added +15.6k |
| Swiss National Bank 0.00% of their portfolio | 41.7k $811.9k | Added +3.5k |
| VARCOV Co. 0.28% of their portfolio | 38.1k $742.6k | Added +490 |
| ALLSTATE CORP 0.01% of their portfolio | 33.1k $644.2k | New |
| HRT FINANCIAL LP 0.00% of their portfolio | 29.2k $567.0k | New |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 27.9k $544.6k | New |
| Jackson Creek Investment Advisors LLC 0.18% of their portfolio | 27.6k $556.0k | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 27.4k $534.0k | Added +8.9k |
| BARCLAYS PLC 0.00% of their portfolio | 27.1k $528.0k | Added +4.0k |
| Odyssean, LLC 0.08% of their portfolio | 26.4k $513.4k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 24.5k $477.9k | Reduced -134.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 24.0k $466.9k | Added +22.8k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 23.2k $451.3k | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 22.3k $434.9k | Added +13.3k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 20.8k $404.5k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 20.4k $396.4k | Added +12.1k |
| Invesco Ltd. 0.00% of their portfolio | 20.2k $393.2k | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 18.8k $367.0k | Added +3.0k |
| Legal & General Group Plc 0.00% of their portfolio | 18.0k $351.2k | Reduced -10.7k |
| Jump Financial, LLC 0.00% of their portfolio | 17.8k $347.1k | New |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% of their portfolio | 15.6k $304.4k | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 14.3k $277.9k | Added +791 |
| CITIGROUP INC 0.00% of their portfolio | 14.2k $275.9k | Added +10.9k |
| LPL Financial LLC 0.00% of their portfolio | 14.0k $272.5k | Added +127 |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 13.9k $270.3k | Unchanged |
| Jupiter Topco LLC 0.00% of their portfolio | 13.8k $268.3k | First filing |
| Mitsubishi UFJ Trust & Banking Corp 0.00% of their portfolio | 13.8k $268.1k | New |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 13.5k $263.3k | New |
| EPIQ PARTNERS, LLC 0.11% of their portfolio | 13.3k $259.6k | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 12.6k $245.5k | Unchanged |
| MetLife Investment Management, LLC 0.00% of their portfolio | 12.5k $243.5k | Unchanged |
| Brevan Howard Capital Management LP 0.00% of their portfolio | 12.4k $240.7k | Reduced -177.6k |
| Squarepoint Ops LLC 0.00% of their portfolio | 11.8k $229.1k | New |
| State of Tennessee, Department of Treasury 0.00% of their portfolio | 11.5k $223.4k | Added +4.9k |
| WINTON GROUP Ltd 0.01% of their portfolio | 10.8k $211.0k | New |
| Aquatic Capital Management LLC 0.01% of their portfolio | 10.5k $204.4k | Added +10.3k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 10.4k $202.6k | Reduced -10 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 9.8k $190.8k | Added +5.5k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 9.7k $189.1k | Added +8.0k |
| Vanguard Investments Australia, Ltd. 0.00% of their portfolio | 8.0k $155.0k | Unchanged |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 7.7k $150.7k | Added +2.5k |
| Quantbot Technologies LP 0.01% of their portfolio | 7.2k $139.6k | Reduced -2.6k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 7.0k $136.4k | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 6.3k $122.7k | Reduced -56.9k |
| ASSETMARK, INC 0.00% of their portfolio | 5.7k $110.4k | Added +1.6k |
| KLP KAPITALFORVALTNING AS 0.00% of their portfolio | 4.3k $83.7k | Unchanged |
| US BANCORP \DE\ 0.00% of their portfolio | 2.4k $46.7k | Unchanged |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 2.3k $44.6k | New |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 2.1k $40.0k | Added +1.3k |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 1.8k $35.4k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 1.5k $28.7k | Reduced -259 |
| FMR LLC 0.00% of their portfolio | 1.1k $20.7k | Added +578 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 682 $13.0k | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% of their portfolio | 596 $11.6k | New |
| PRIVATE TRUST CO NA 0.00% of their portfolio | 277 $5.4k | Unchanged |
| Sterling Capital Management LLC 0.00% of their portfolio | 208 $4.0k | Reduced -338 |