The drop below 5% removes the public disclosure obligation for Vanguard Portfolio Management, reducing transparency into future position changes. Monitor for any subsequent 13D filing if another Vanguard entity accumulates above 5% with activist intent, though the passive certification makes this unlikely.
Price Chart
Executive Summary
Vanguard Portfolio Management LLC filed an amended Schedule 13G disclosing a 4.93% passive stake in Jack Henry & Associates as of September 30, 2026, down from the prior filing's 5%+ level. The filing confirms the position remains passive and the reduction is consistent with routine index rebalancing by a large asset manager.
Key Financial Metrics
Key Facts
- Vanguard Portfolio Management LLC reported beneficial ownership of 3,458,759 shares of Jack Henry common stock as of September 30, 2026.
- The stake represents 4.93% of shares outstanding, below the 5% threshold that triggers public disclosure requirements.
- The filing is an amendment to a prior Schedule 13G, indicating a reduction from a previously reported 5%+ position.
- Vanguard certified the shares were acquired and held in the ordinary course of business, not for control purposes.
- The filing entity is Vanguard Portfolio Management LLC, a different Vanguard affiliate than the filer of prior 13G filings (Vanguard Capital Management LLC and Vanguard Group Inc.).
Financial Impact
Stake reduction from above 5% to 4.93%; no dollar value disclosed in the filing.
Risk Factors
- Vanguard's reduction below 5% could signal a broader de-risking by passive index funds, though the change is small.
- The filing does not disclose the exact prior stake percentage, so the magnitude of the reduction cannot be precisely quantified.
- Different Vanguard entities have filed 13Gs over time; the aggregate Vanguard exposure to JKHY is not disclosed in this single filing.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0002100121-26-001093 |
| Document: 0002100121-26-001093-index.html | 0002100121-26-001093 |
| Document: 0002100121-26-001093.txt | 0002100121-26-001093 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G/A | $162.16 | awaiting T+1 | awaiting T+1 | $161.34 (−0.51%) |
Oct 29, 2026 3d ago | 8-K | No price | awaiting T+1 | awaiting T+1 | No price |
Oct 29, 2026 3d ago | Press Release | $158.35 | awaiting T+1 | awaiting T+1 | $161.34 (+1.89%) |
Oct 20, 2026 12d ago | Institutional Cluster | $153.41 $161.80 | ▲ +5.47% | ▲ +6.65% | $161.34 (+5.17%) |
Oct 5, 2026 27d ago | Press Release | $145.12 $144.43 | ▲ +0.48% | ▲ +1.03% | $161.34 (−11.18%) |
Oct 2, 2026 4w ago | DEFA14A | $142.54 $145.12 | ▲ +1.81% | ▲ +1.14% | $161.34 (+13.19%) |
Oct 2, 2026 4w ago | DEF 14A | $142.54 $145.12 | ▲ +1.81% | ▲ +1.14% | $161.34 (+13.19%) |
Aug 24, 2026 9w ago | 8-K | $173.62 $172.39 | ▼ −0.71% | ▼ −0.73% | $161.34 (−7.07%) |
Aug 11, 2026 11w ago | Press Release | $152.31 $155.86 | ▲ +2.33% | ▲ +1.63% | $161.34 (+5.93%) |
Jul 28, 2026 13w ago | Press Release | $157.43 $161.15 | ▲ +2.36% | ▲ +3.90% | $161.34 (+2.48%) |
US Market Status
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