Monitor JKHY's next 10-Q for revenue growth trends in core payments and core banking segments, which likely drove this accumulation. The 45-day lag means the cluster may have already been unwound — watch for any insider buying or 13F restatements to confirm conviction.
Executive Summary
A cluster of 5 asset managers accumulated $7.7M in JKHY during Q3 2026, led by Assenagon (doubled to $5.0M) and Wealth Enhancement (+$3.6M), while 2 sellers trimmed $1.7M. The net buying of $6.0M suggests a shared thesis around JKHY's core payments and banking software franchise, though the 45-day reporting lag and small absolute dollar amounts limit conviction.
Key Financial Metrics
Institutional Positions
Net institutional flow: $6.0M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services | ADD | +32.8% | $15.1M | $3.6M |
| Assenagon Asset Management | DOUBLED | +148.7% | $5.0M | $3.1M |
| Davenport & Co | ADD | +71% | $2.0M | $897.0K |
| Td Waterhouse Canada | ADD | +30.7% | $559.0K | $135.0K |
| Mather Group | ADD | +75.1% | $58.0K | $26.0K |
▼ Sellers (2)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Robeco Institutional Asset Management B.v. | NEAR_EXIT | -77% | $2.0M | -$1.5M |
| Vontobel Holding | TRIM | -34.1% | $380.0K | -$120.0K |
Key Facts
- 5 buyers added $7.7M in new positions vs 2 sellers reducing $1.7M, net inflow of ~$6.0M
- Assenagon Asset Management doubled its stake (+148.7%), now worth $5.0M
- Wealth Enhancement Advisory Services added 32.8%, now holding $15.1M
- Robeco Institutional exited 77% of its position, reducing from $2.0M to $484K
- All participants are asset managers; no activist or passive/index funds in the cluster
Financial Impact
Net institutional accumulation of ~$6.0M across 7 funds during Q3 2026
Risk Factors
- 13F data is 45+ days stale; positions may have been reversed since quarter-end
- Small absolute dollar amounts ($22.8M total) relative to JKHY's ~$12B market cap suggest limited price impact
- No activist or high-conviction event-driven funds in the cluster — signal is moderate
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-JKHY-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 6d ago | Institutional Cluster | $153.41 $161.80 | ▲ +5.47% | ▲ +6.65% | — |
Oct 5, 2026 21d ago | Press Release | $145.12 $144.43 | ▲ +0.48% | ▲ +1.03% | — |
Oct 2, 2026 24d ago | DEFA14A | $142.54 $145.12 | ▲ +1.81% | ▲ +1.14% | — |
Oct 2, 2026 24d ago | DEF 14A | $142.54 $145.12 | ▲ +1.81% | ▲ +1.14% | — |
Aug 24, 2026 9w ago | 8-K | $173.62 $172.39 | ▼ −0.71% | ▼ −0.73% | — |
Aug 11, 2026 10w ago | Press Release | $152.31 $155.86 | ▲ +2.33% | ▲ +1.63% | — |
Jul 28, 2026 12w ago | Press Release | $157.43 $161.15 | ▲ +2.36% | ▲ +3.90% | — |
Jun 4, 2026 20w ago | 8-K | $130.37 $130.04 | ▼ −0.25% | ▲ +2.35% | — |
May 14, 2026 23w ago | Insider Cluster | $135.76 $137.99 | ▲ +1.64% | ▲ +1.71% | — |
May 12, 2026 23w ago | 8-K | $144.52 $141.04 | ▼ −2.41% | ▼ −2.98% | — |
US Market Status
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