JCAP · NASDAQ · Financial - Credit Services

Jefferson Capital (JCAP)

Buys distressed consumer receivables at a discount and collects or services them for the original lender.

$19.30
vs last close−0.59 (−2.96%)

13F · 13D/G · Form 4

Institutions≈ 38.81%22.28M shares
114 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders9.64%5.54M shares
8 holders · as of Aug 26, 2026
Strategic holders56.98%32.72M shares
1 holder · as of May 8, 2026
Adds to105.43%

57.43M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

These groups come from separate filings that can overlap, so they add to 105.43%; nothing is left for Other.

13F · 13D/G · Form 4

HolderStakeSharesDate
JCF IV JCAP Holding L.P.Strategic10 percent owner
56.98%32.72Mfiled May 8, 2026
David M. BurtonInsiderdirector, officer: SEE REMARKS
6.58%3.78Mfiled Jan 16, 2026
Wellington Management Group LLPInstitution
4.04%2.32Mas of Jun 30, 2026
Adage Capital Partners GP, L.L.C.Institution
3.24%1.86Mas of Jun 30, 2026
William Blair Investment Management, LLCInstitution
3.15%1.81Mas of Jun 30, 2026
Principal Financial Group IncInstitution
2.98%1.71Mas of Jun 30, 2026
BlackRock, Inc.Institution
2.96%1.70Mas of Jun 30, 2026
Punch & Associates Investment Management, Inc.Institution
2.52%1.45Mas of Jun 30, 2026
Goldman Sachs Group IncInstitution
1.67%958,811as of Jun 30, 2026
Geode Capital Management, LLCInstitution
1.38%790,883as of Jun 30, 2026
Vanguard Capital Management LLCInstitution
1.31%752,389as of Jun 30, 2026
Nantahala Capital Management, LLCInstitution
1.31%750,000as of Jun 30, 2026
Mark Joseph ZellmannInsiderofficer: President US Business Lines
1.10%631,497filed Aug 19, 2026
Citadel Advisors LLCInstitution
1.09%626,868as of Jun 30, 2026
UBS Group AGInstitution
1.01%582,735as of Jun 30, 2026
North Reef Capital Management LPInstitution
0.92%530,598as of Jun 30, 2026
State Street CorpInstitution
0.82%472,411as of Jun 30, 2026
American Century Companies IncInstitution
0.80%456,926as of Jun 30, 2026
Matthew James PfohlInsiderofficer: SEE REMARKS
0.78%448,871filed Jun 26, 2025
Penelope JoAnn PersonInsiderofficer: Chief Commercial Officer
0.76%437,265filed Aug 26, 2026
Millennium Management LLCInstitution
0.72%415,568as of Jun 30, 2026
State of Wisconsin Investment BoardInstitution
0.59%338,791as of Jun 30, 2026
Clearbridge Investments, LLCInstitution
0.57%328,800as of Jun 30, 2026
Philadelphia Financial Management of San Francisco, LLCInstitution
0.55%316,853as of Jun 30, 2026
Morgan StanleyInstitution
0.53%306,596as of Jun 30, 2026

13F, as of Jun 30, 2026

114 holders · 22.28M shares · 30 new positions · 74 increased · 23 reduced · 22 closed

HolderShares% outstandingChg q/qFiled
Wellington Management Group LLP2.32M4.04%−949.4KAug 14, 2026
Adage Capital Partners GP, L.L.C.1.86M3.24%+95.1KAug 14, 2026
William Blair Investment Management, LLC1.81M3.15%+246.7KAug 12, 2026
Principal Financial Group Inc1.71M2.98%+173.4KAug 4, 2026
BlackRock, Inc.1.70M2.96%+292.8KAug 7, 2026
Punch & Associates Investment Management, Inc.1.45M2.52%+330.9KAug 14, 2026
Goldman Sachs Group Inc958.8K1.67%−172.8KAug 14, 2026
Geode Capital Management, LLC790.9K1.38%+99.7KAug 12, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
JCF IV JCAP Holding L.P.59.10%32.72M13GMay 8, 2026
J.C. Flowers IV L.P.20.90%13.49M13GAug 12, 2025
Wellington Management Group LLP5.90%3.27M13GMay 15, 2026
Burton David M.5.80%3.78M13GJan 16, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Aug 25, 2026
Penelope JoAnn Personofficer: Chief Commercial Officer
Sale246$22.04437,265
Aug 17, 2026
Mark Joseph Zellmannofficer: President US Business Lines
Sale56,000$23.75637,747
Jan 9, 2026
David M. Burtondirector, officer: SEE REMARKS
Sale385,000$20.503,392,500
Jan 9, 2026
JCF IV JCAP Holding L.P.10 percent owner
Sale11,000,000$19.6332,721,808

House and Senate disclosures

Not reported.