| 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.
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 |