JCAP · NASDAQ · Financial - Credit Services

Jefferson Capital (JCAP)

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

$21.16
At close+0.49 (+2.37%)

Breakdown13F · 13D/G · Form 4

Institutions106 holders · as of Mar 31, 2026 · largest filers plus last quarter's tail≈ 38.03%21.84M shares
Insiders8 holders · as of Aug 26, 20269.64%5.54M shares
Strategic holders1 holder · as of May 8, 202656.98%32.72M shares
Adds to104.65%

57.43M company shares as of Sep 3, 2026 · institutions as of Mar 31, 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 104.65%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesEvidence
JCF IV JCAP Holding L.P.Strategic10 percent owner
56.98%32.72M13Gfiled May 8, 2026
David M. BurtonInsiderdirector, officer: SEE REMARKS
6.58%3.78M13Gfiled Jan 16, 2026
Wellington Management Group LLPInstitution
5.70%3.27M13Fas of Mar 31, 2026
Adage Capital Partners GP, L.L.C.Institution
3.07%1.76M13Fas of Mar 31, 2026
William Blair Investment Management, LLCInstitution
2.72%1.56M13Fas of Mar 31, 2026
Principal Financial Group IncInstitution
2.68%1.54M13Fas of Mar 31, 2026
BlackRock, Inc.Institution
2.45%1.41M13Fas of Mar 31, 2026
Goldman Sachs Group IncInstitution
1.97%1.13M13Fas of Mar 31, 2026
Punch & Associates Investment Management, Inc.Institution
1.94%1.12M13Fas of Mar 31, 2026
Vanguard Capital Management LLCInstitution
1.84%1.06M13Fas of Mar 31, 2026
Nantahala Capital Management, LLCInstitution
1.31%750,00013Fas of Mar 31, 2026
Geode Capital Management, LLCInstitution
1.20%691,21713Fas of Mar 31, 2026
Mark Joseph ZellmannInsiderofficer: President US Business Lines
1.10%631,497Form 4filed Aug 19, 2026
Citadel Advisors LLCInstitution
1.02%587,49813Fas of Mar 31, 2026
North Reef Capital Management LPInstitution
0.93%532,15113Fas of Mar 31, 2026
Matthew James PfohlInsiderofficer: SEE REMARKS
0.78%448,871Form 4filed Jun 26, 2025
Penelope JoAnn PersonInsiderofficer: Chief Commercial Officer
0.76%437,265Form 4filed Aug 26, 2026
Millennium Management LLCInstitution
0.70%404,34913Fas of Mar 31, 2026
State of Wisconsin Investment BoardInstitution
0.65%374,37513Fas of Mar 31, 2026
State Street CorpInstitution
0.64%366,67113Fas of Mar 31, 2026
Clearbridge Investments, LLCInstitution
0.58%330,39213Fas of Mar 31, 2026
Maltese Capital Management LLCInstitution
0.57%329,70013Fas of Mar 31, 2026
Two Sigma Investments, LPInstitution
0.55%315,01513Fas of Mar 31, 2026
American Century Companies IncInstitution
0.52%299,04313Fas of Mar 31, 2026
Morgan StanleyInstitution
0.48%275,45113Fas of Mar 31, 2026

13F — a manager's quarterly holdings · 13D/13G — an ownership statement filed at 5% or more · Form 4 — an insider's transaction report

Institutions13F, as of Mar 31, 2026

106 holders · 21.84M shares · 34 new positions · 95 increased · 7 reduced · 19 closed

HolderShares% outstandingChg q/qFiled
Wellington Management Group LLP3.27M5.70%+1.45MMay 15, 2026
Adage Capital Partners GP, L.L.C.1.76M3.07%+475.3KMay 15, 2026
William Blair Investment Management, LLC1.56M2.72%+75.8KMay 8, 2026
Principal Financial Group Inc1.54M2.68%+763.8KMay 4, 2026
BlackRock, Inc.1.41M2.45%+799.7KMay 13, 2026
Goldman Sachs Group Inc1.13M1.97%+553.7KMay 15, 2026
Punch & Associates Investment Management, Inc.1.12M1.94%+1.12MnewMay 15, 2026
Vanguard Capital Management LLC1.06M1.84%+1.06MnewMay 15, 2026

Ownership statements13D/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

Insider tradesForm 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

CongressHouse and Senate disclosures

Not reported.