Skip to content

Jefferson Capital Inc

US · JCAP #3153 by market cap Listed 2025
19.93 -0.02 -0.10%
Live - 5344 symbols - heartbeat 97s ago · 2026-10-09 19:30

✦ Quant Ownership Signal how this is computed

Distributing
  • The number of reporting institutions increased by 2 in the most recent period (2026/Q3).
  • Total institutional ownership fell 0.3 percentage points.

Institutional ownership

Held by institutions
100.00% -0.27pp
Institutions
144 +2
As of
2026/Q3 vs. prior period

Ownership vs. money flow

Aligned

Institutions trimmed shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two line up.

Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.

Holder types

VC/PE Fund56.98%
Mutual Fund26.96%
Hedge Fund9.80%
Individual/Insider9.77%
Private Company4.09%
Public Company1.09%
Government Pension Fund0.69%
Sovereign Wealth Fund0.23%
Insurance Company0.14%

Top holders as of 2026-03-31

J.C. Flowers & Co. LLC 56.98% · 32.72M sh
David Burton 5.91% · 3.39M sh
Wellington Management Group 4.04% · 2.32M sh
Adage Capital Management, L.P. 3.24% · 1.86M sh
William Blair Investment Management, LLC 3.15% · 1.81M sh
Principal Global Investors, LLC 2.98% · 1.71M sh
BlackRock 2.96% · 1.70M sh
Canaccede Financial Group Ltd. 2.55% · 1.47M sh
Punch & Associates Investment Management, Inc. 2.52% · 1.45M sh
Vanguard Capital Management, LLC 1.52% · 874.17K sh

Bar length is relative to the largest holder shown here, not to 100% of the company.

Insiders

23 filings tracked · 3 buys · 8 sells

NameRoleStake
J.C. Flowers & Co. LLC -- 56.98%
David Burton Chief Executive Officer 5.91%
Mark Zellmann President of U.S. Business Lines 1.10%
Matthew Pfohl Chief Administrative Officer 0.78%
Penelope Person Chief Commercial Officer 0.76%
Christo Realov Chief Financial Officer 0.19%
Christopher Giles Director 0.14%
Ronald Vaske Director 0.07%
Beth Leonard Director 0.03%
John Oros Director --

Insider transactions most recent Form 4 filings

DateNameRoleTypeSharesPrice
2026-08-24 Penelope Person Chief Commercial Officer Open Market Disposition -246 $22.04
2026-08-16 Mark Zellmann President of U.S. Business Lines Other Disposition -6,250 --
2026-08-16 Mark Zellmann President of U.S. Business Lines Open Market Disposition -56,000 $23.75
2026-03-17 Mark Zellmann President of U.S. Business Lines Other Derivative Acquisition +25,000 --
2026-03-10 John Oros Director Other Derivative Acquisition +50,000 --
2026-01-08 J.C. Flowers & Co. LLC -- Private Disposition -11,000,000 $19.63
2026-01-08 David Burton Chief Executive Officer Private Disposition -385,000 $20.50
2025-08-21 J.C. Flowers & Co. LLC -- Other Disposition -30,228,952 --
2025-08-21 J.C. Flowers & Co. LLC -- Initial Statement of Beneficial 0 --
2025-06-26 J.C. Flowers & Co. LLC -- Private Disposition -6,021,280 $15.00
2025-06-26 David Burton Chief Executive Officer Private Disposition -424,296 $15.00
2025-06-25 Beth Leonard Director Initial Statement of Beneficial 0 --
2025-06-25 J.C. Flowers & Co. LLC -- Initial Statement of Beneficial 0 --
2025-06-25 David Burton Chief Executive Officer Initial Statement of Beneficial 0 --
2025-06-25 Ronald Vaske Director Initial Statement of Beneficial 0 --
2025-06-25 Mark Zellmann President of U.S. Business Lines Initial Statement of Beneficial 0 --
2025-06-25 Christo Realov Chief Financial Officer Initial Statement of Beneficial 0 --
2025-06-25 Matthew Pfohl Chief Administrative Officer Initial Statement of Beneficial 0 --
2025-06-25 Penelope Person Chief Commercial Officer Initial Statement of Beneficial 0 --
2025-06-25 Christopher Giles Director Initial Statement of Beneficial 0 --

Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.

Quote time 2026-10-09 19:30:04 · For reference only, not investment advice and not tailored to your situation.

Jefferson Capital Inc discussion 0 comments

Add a comment