Drag a card by its title · ⚙ to size, swap or remove

The company

Jefferson Capital, Inc.

JCAP · Nasdaq

FinancialsConsumer & Specialty FinanceAbove a falling average

JCAP stood above a rising 150-day average in 6 of the last 34 weekly readings, and has been out of that trend for the last 25 weeks. It is 5.8% above that average now. Consumer & Specialty Finance: 19% of its 80 stocks in an uptrend (−11 points in four weeks); Financials: 49% (−7 points in four weeks).

SEC filings

Statistics

Rotation: Above a falling average
Weeks in an uptrend: out for 25
Industry in uptrend: 19% -11 in 4 wk
Insider buys, 12 months: $0
Insider sales, 12 months: $450.3M
Officials’ trades on record: 1
Institutions holding: 107 (+6)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 6 of 34 weeks.

21 Apr – 20 Oct

Consumer & Specialty Finance: Few of its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026

Open-market buys above the line and sales below, in dollars.

Congress and officials

1 disclosed lines: House 1, Senate 0, executive 0; 1 people.

Who	Did	Amount	Traded
Greg Gianforte House: U.S. House ClerkMT00	bought	$15k–$50k	6 Feb 2018filed 14 Feb 2018

Insiders

Buy orders, 12 months0

Sale orders, 12 months5

Buyers · sellers0 · 5

Who	Did	Shares	Traded
Penelope Joann PersonChief Commercial Officer	sold	246at $22.04	25 Aug 2026filed 26 Aug 2026
Mark Joseph ZellmannPresident US Business Lines	sold	56,000at $23.75	17 Aug 2026filed 19 Aug 2026
David M. BurtonSEE REMARKS	sold	385,000at $20.50	9 Jan 2026filed 14 Jan 2026
Jcf Iv Jcap Holding L.p.10% owner	sold	11,000,000at $19.63	9 Jan 2026filed 13 Jan 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders107+6 on the quarter

New · exited28 · 22

Reported value$429.7M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

Manager	Shares	Change
WELLINGTON MANAGEMENT GROUP LLPreduced · filed 14 Aug 2026	2,321,550$45.2M	-949,416−29.0%
ADAGE CAPITAL PARTNERS GP, L.L.C.added · filed 14 Aug 2026	1,857,858$36.2M	+95,059+5.4%
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCadded · filed 12 Aug 2026	1,806,665$35.2M	+246,716+15.8%
PRINCIPAL FINANCIAL GROUP INCadded · filed 4 Aug 2026	1,710,435$33.3M	+173,381+11.3%
BlackRock, Inc.added · filed 7 Aug 2026	1,697,836$33.1M	+292,794+20.8%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.added · filed 14 Aug 2026	1,446,818$28.2M	+330,933+29.7%
GOLDMAN SACHS GROUP INCreduced · filed 14 Aug 2026	958,811$18.7M	-172,787−15.3%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 2026	790,883$15.4M	+99,666+14.4%
VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 2026	752,389$14.6M	-304,409−28.8%
Nantahala Capital Management, LLCunchanged · filed 14 Aug 2026	750,000$14.6M	00.0%