Jefferson Capital, Inc. / DE - Common Stock, $0.0001 par value per share (JCAP) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2025 to Q4 2025

Type / Class
Equity / Common Stock, $0.0001 par value per share
Symbol
JCAP on Nasdaq
Shares outstanding
65,129,310
Price per share
$23.30
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
11,929,691
Total reported value
$266,507,295
% of total 13F portfolios
0%
Share change
-327,623
Value change
-$5,953,260
Number of holders
89
Price from insider filings
$23.30
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Jefferson Capital, Inc. / DE - Common Stock, $0.0001 par value per share (JCAP) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
JCF IV JCAP Holding L.P. 75% $754,638,406 43,721,808 JCF IV JCAP Holding L.P. 30 Sep 2025
J.C. Flowers IV L.P. 68% $737,586,901 43,721,808 JCF Associates IV L.P. 30 Jun 2025
Burton David M. 5.8% $84,376,884 3,777,500 BURTON DAVID M. 30 Jun 2025

As of 31 Dec 2025, 89 institutional investors reported holding 11,929,691 shares of Jefferson Capital, Inc. / DE - Common Stock, $0.0001 par value per share (JCAP). This represents 18% of the company’s total 65,129,310 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Jefferson Capital, Inc. / DE - Common Stock, $0.0001 par value per share (JCAP) together control 17% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
WELLINGTON MANAGEMENT GROUP LLP 2.8% 1,817,039 +65% 0.01% $40,592,652
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 2.3% 1,484,109 +6.5% 0.09% $33,154,995
ADAGE CAPITAL PARTNERS GP, L.L.C. 2% 1,287,509 +5.6% 0.04% $28,762,951
PRINCIPAL FINANCIAL GROUP INC 1.2% 773,288 +0.29% 0.01% $17,275,253
BlackRock, Inc. 0.93% 605,381 -9.7% 0% $13,524,213
Nantahala Capital Management, LLC 0.92% 600,000 0% 0.8% $13,404,000
GOLDMAN SACHS GROUP INC 0.89% 577,921 -16% 0% $12,910,755
VANGUARD GROUP INC 0.88% 572,714 -0.21% 0% $12,794,431
STATE OF WISCONSIN INVESTMENT BOARD 0.54% 350,000 0% 0.02% $7,819,000
GEODE CAPITAL MANAGEMENT, LLC 0.4% 260,876 -11% 0% $5,828,901
CITADEL ADVISORS LLC 0.4% 259,327 -62% 0% $5,793,365
Driehaus Capital Management LLC 0.38% 247,230 -34% 0.04% $5,523,118
North Reef Capital Management LP 0.37% 239,473 -19% 0.22% $5,349,827
Clearbridge Investments, LLC 0.36% 236,943 -8% 0% $5,293,316
MALTESE CAPITAL MANAGEMENT LLC 0.36% 231,630 -35% 0.92% $5,174,614
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.31% 200,000 0% 0.01% $4,468,000
MILLENNIUM MANAGEMENT LLC 0.28% 181,929 +512% 0% $4,064,294
STATE STREET CORP 0.28% 179,953 +55% 0% $4,020,150
TWO SIGMA INVESTMENTS, LP 0.25% 164,303 -5.4% 0.01% $3,670,529
Alyeska Investment Group, L.P. 0.23% 150,000 -40% 0.01% $3,351,000
FRANKLIN RESOURCES INC 0.22% 145,664 -23% 0% $3,254,134
MORGAN STANLEY 0.21% 133,669 +252% 0% $2,986,166
EJF Capital LP 0.19% 120,985 -11% 1.5% $2,702,805
RENAISSANCE TECHNOLOGIES LLC 0.15% 95,600 +49% 0% $2,135,704
MYDA Advisors LLC 0.14% 90,000 -40% 0.57% $2,010,600

Institutional Holders of Jefferson Capital, Inc. / DE - Common Stock, $0.0001 par value per share (JCAP) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 11,929,691 $266,507,295 -$5,953,260 $22.34 89
2025 Q3 12,244,352 $211,338,350 +$40,310,942 $17.26 73
2025 Q2 9,817,533 $181,136,788 +$181,136,788 $18.45 55