SEC ownership of JACK HENRY & ASSOCIATES INC

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000779152.

Comparable stake leader

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

Disclosed value leader

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

Comparable rows

50/50

Latest evidence

14 Jul 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
14 Jul 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0000779152
Issuer location
Monett, MO

Ownership snapshot

Top shareholders of JACK HENRY & ASSOCIATES INC (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
KAYNE ANDERSON RUDNICK IN...
Disclosed value leader
KAYNE ANDERSON RUDNICK IN...
Comparable rows
50/50
Latest evidence
14 Jul 2026
13D/G 13F 3/4/5 Lead comparable stake: 8.1% 13D/G row: KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Showing 1-8 of 50 holder rows.

Quick read

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC leads the comparable SEC ownership view at 8.1%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC's linked filing trail.
Comparable ownership Top 5
KAYNE ANDERSON RUDNICK INVESTMENT... 8.1%
VANGUARD CAPITAL MANAGEMENT LLC 7.5%
BlackRock, Inc. 6.8%
VANGUARD PORTFOLIO MANAGEMENT LLC 5%
APG Asset Management US Inc. 3.3%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
13D/G 13F
Company
8.1%
$1,087,762,926
5,862,055 shares
+$208,342,686 31 Dec 2025
VANGUARD CAPITAL MANAGEMENT LLC
13D/G 13F
Vanguard Capital Management · Company
7.5%
$815,275,591
5,393,818 shares
$0 31 Mar 2026
BlackRock, Inc.
13F 13D/G
Company
6.8%
from 13D/G
$941,610,937
5,958,055 shares
31 Mar 2026
VANGUARD PORTFOLIO MANAGEMENT LLC
13F 13D/G
Company · Vanguard Portfolio Management
5%
from 13D/G
$567,674,465
3,591,967 shares
31 Mar 2026
APG Asset Management US Inc.
13D/G
3.3%
$413,928,019
2,421,623 shares
$0 31 Dec 2024
MORGAN STANLEY
13F 13D/G
Company
2.7%
from 13D/G
$424,155,976
2,683,848 shares
31 Mar 2026
David B. Foss
3/4/5
Director
0.19%
$21,009,925
134,384 shares
mixed-class rows
-$3,498,400 14 Jul 2026
STATE STREET CORP
13F
Company
13F
5.6%
$625,042,511
3,954,964 shares
31 Mar 2026
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to selling over the last 12 months. Net value: -$3,217,773.

Buys
$317,135
Insiders: 2
Sells
$3,534,908
Insiders: 2
Net
-$3,217,773
Shares: -17,852
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 2,375 Shares: 20,227
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 2,375 0 $317,135 $0 +$317,135
3-6 0 0 $0 $0 $0
6-9 0 20,000 $0 $3,498,400 -$3,498,400
9-12 0 227 $0 $36,508 -$36,508

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-19 of 19 reporting-owner rows connected to JACK HENRY & ASSOCIATES INC. Open a relationship link for the CIK-to-CIK filing trail.

Rows
19
Largest Forms 3/4/5 holder
David B. Foss
Net 12M change
-$3,217,773
Latest report
04 Aug 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
David B. Foss Director $21,009,925 -$3,498,400 -14% Mixed 14 Jul 2026
Wesley A. Brown Director $14,163,426 Mixed 17 Nov 2025
Matthew C. Flanigan Director $8,450,272 Mixed 12 Feb 2026
Kevin D. Williams CFO & Treasurer $8,184,879 Mixed 03 Aug 2022
Thomas A. Wimsett Director $6,139,971 Mixed 17 Nov 2025
Gregory R. Adelson President & CEO, Director $5,675,559 +$266,840 +4.9% Mixed 04 Aug 2026
Teddy I. Bilke Chief Technology Officer $4,386,252 Mixed 15 Nov 2021
Jacque R. Fiegel Director $3,499,262 Mixed 17 Nov 2023
Laura G. Kelly Director $2,998,574 Mixed 17 Nov 2023
Thomas Hampton Wilson Jr. Director $2,681,370 Mixed 17 Nov 2025
Shruti S. Miyashiro Director $2,354,022 Mixed 17 Nov 2025
Renee A. Swearingen Sr VP & Chief Accounting Offic $2,087,999 Mixed 04 Aug 2026
Mimi L. Carsley CFO and Treasurer $2,028,292 +$50,295 +2.5% Mixed 04 Aug 2026
Craig Keith Morgan CLO & Secretary $1,775,807 Mixed 04 Aug 2026
Stacey E. Zengel Senior Vice President $908,886 Mixed 18 Dec 2023
Shanon G. McLachlan Coo $782,635 -$36,508 -4.5% Mixed 04 Aug 2026
Curtis A. Campbell Director $576,015 Mixed 17 Nov 2025
Lisa M. Nelson Director $428,357 Mixed 17 Nov 2025
Tammy LoCascio Director $428,357 Mixed 17 Nov 2025

Recent insider transactions for JACK HENRY & ASSOCIATES INC

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Gregory R. Adelson JKHY Common Stock Tax liability -17.1% -4,506 21,845 04 Aug 2026 By Trust
Gregory R. Adelson JKHY Common Stock Options Exercise 54.4% 10,155 28,807 04 Aug 2026 By Trust
Gregory R. Adelson JKHY Restricted Stock Units Options Exercise -100% -10,155 0 04 Aug 2026 Direct
Gregory R. Adelson JKHY Restricted Stock Units Options Exercise 20,443 20,443 04 Aug 2026 Direct
Mimi L. Carsley JKHY Common Stock Tax liability -17.9% -1,411 6,462 04 Aug 2026 Direct
Mimi L. Carsley JKHY Common Stock Options Exercise 64.3% 3,213 8,213 04 Aug 2026 Direct
Mimi L. Carsley JKHY Restricted Stock Units Award 6,212 6,212 04 Aug 2026 Direct
Mimi L. Carsley JKHY Vested Restricted Stock Units Award 1,202 1,202 04 Aug 2026 Direct
Mimi L. Carsley JKHY Restricted Stock Units Options Exercise -100% -4,415 0 04 Aug 2026 Direct
Shanon G. McLachlan JKHY Common Stock Tax liability -30.3% -727 1,673 04 Aug 2026 Direct
Shanon G. McLachlan JKHY Common Stock Options Exercise 168.7% 1,969 3,136 04 Aug 2026 Direct
Shanon G. McLachlan JKHY Restricted Stock Units Award 3,912 3,912 04 Aug 2026 Direct
Shanon G. McLachlan JKHY Restricted Stock Units Options Exercise -100% -1,969 0 04 Aug 2026 Direct
Craig Keith Morgan JKHY Common Stock Tax liability -6.01% -557 8,711 04 Aug 2026 Direct
Craig Keith Morgan JKHY Common Stock Options Exercise 15.7% 1,263 9,305 04 Aug 2026 Direct
Craig Keith Morgan JKHY Restricted Stock Units Award 2,942 2,942 04 Aug 2026 Direct
Craig Keith Morgan JKHY Vested Restricted Stock Units Award 906 708 04 Aug 2026 Direct
Craig Keith Morgan JKHY Restricted Stock Units Options Exercise -100% -2,169 0 04 Aug 2026 Direct
Renee A. Swearingen JKHY Common Stock Tax liability -2.17% -294 13,250 04 Aug 2026 By Trust
Renee A. Swearingen JKHY Common Stock Options Exercise 5.14% 665 13,607 04 Aug 2026 By Trust
Renee A. Swearingen JKHY Restricted Stock Units Award 854 854 04 Aug 2026 Direct
Renee A. Swearingen JKHY Restricted Stock Units Options Exercise -100% -665 0 04 Aug 2026 Direct
David B. Foss JKHY Common Stock Options Exercise 0.95% 1,220 129,353 14 Jul 2026 Direct
David B. Foss JKHY Restricted Stock Units Options Exercise -100% -1,220 0 14 Jul 2026 Direct
Gregory R. Adelson JKHY Common Stock Purchase 10.5% $266,840 $133.42 2,000 21,036 14 May 2026 By Trust
Mimi L. Carsley JKHY Common Stock Purchase 6.66% $50,295 $134.12 375 6,007 14 May 2026 Direct
Matthew C. Flanigan JKHY Common Stock Gift -0.98% -440 44,454 12 Feb 2026 Direct
Shanon G. McLachlan JKHY Common Stock Tax liability -4.18% -67 1,536 01 Jan 2026 Direct
Shanon G. McLachlan JKHY Common Stock Options Exercise 12.9% 183 1,603 01 Jan 2026 Direct
Shanon G. McLachlan JKHY Vested Performance Shares Options Exercise -41.9% -183 254 01 Jan 2026 Direct
Mimi L. Carsley JKHY Restricted Stock Units Award 5,350 5,350 17 Dec 2025 Direct
Renee A. Swearingen JKHY Common Stock Gift -1.5% -200 13,133 15 Dec 2025 By Trust
David B. Foss JKHY Common Stock Sale -13.5% $3,498,400 $174.92 -20,000 128,133 01 Dec 2025 Direct
Matthew C. Flanigan JKHY Restricted Stock Units Award 1,220 1,220 17 Nov 2025 Direct
Shruti S. Miyashiro JKHY Restricted Stock Units Award 1,220 1,220 17 Nov 2025 Direct
Wesley A. Brown JKHY Restricted Stock Units Award 1,220 1,220 17 Nov 2025 Direct
Thomas Hampton Wilson Jr. JKHY Restricted Stock Units Award 1,220 1,220 17 Nov 2025 Direct
Tammy S. LoCascio JKHY Restricted Stock Units Award 1,220 1,220 17 Nov 2025 Direct
Thomas A. Wimsett JKHY Restricted Stock Units Award 1,220 1,220 17 Nov 2025 Direct
Curtis A. Campbell JKHY Restricted Stock Units Award 1,220 1,220 17 Nov 2025 Direct
David B. Foss JKHY Restricted Stock Units Award 19.6% 1,220 7,451 17 Nov 2025 Direct
Lisa M. Nelson JKHY Restricted Stock Units Award 1,220 1,220 17 Nov 2025 Direct
Lisa M. Nelson JKHY Common Stock Options Exercise 317.5% 1,159 1,524 11 Nov 2025 Direct
Lisa M. Nelson JKHY Restricted Stock Units Options Exercise -100% -1,159 0 11 Nov 2025 Direct
Tammy S. LoCascio JKHY Common Stock Options Exercise 317.5% 1,159 1,524 11 Nov 2025 Direct
Tammy S. LoCascio JKHY Restricted Stock Units Options Exercise -100% -1,159 0 11 Nov 2025 Direct
Curtis A. Campbell JKHY Vested Restricted Stock Units Options Exercise 53.8% 1,159 3,315 11 Nov 2025 Direct
Curtis A. Campbell JKHY Restricted Stock Units Options Exercise -100% -1,159 0 11 Nov 2025 Direct
Shruti S. Miyashiro JKHY Common Stock Options Exercise 8.72% 1,159 14,454 11 Nov 2025 Direct
Shruti S. Miyashiro JKHY Restricted Stock Units Options Exercise -100% -1,159 0 11 Nov 2025 Direct
* marks a reported price that did not pass the local price check.
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