What smart money is saying about Jack Henry
6 funds in our archive have pitched Jack Henry, most recently Alluvium AM Conventum in September 2026.
Jack Henry & Associates, Inc. operates as a financial technology company that connects people and financial institutions through technology solutions and payment processing services. It operates through four segments: Core, Payments, Complementary, and Corporate and Other. The Core segment provides core information processing platforms to banks and credit unions, which consist of integrated applications required to process deposit, loan, general ledger transactions, and maintain centralized accountholder information. The Payments segment offers secure payment processing tools and services, including ATM, automated clearing house origination and remote deposit capture processing, and risk management products and services, as well as debit and credit card processing services, and online and mobile bill pay solutions. The Complementary segment provides software, and hosted processing platforms and services comprising digital/mobile banking, treasury, online account opening, fraud/anti-money laundering, and lending/deposit solutions. The Corporate and Other segment offers hardware and other products. It offers specialized financial performance, imaging and payment, information security and risk management, retail delivery, and online and mobile solutions to financial services organizations and corporate entities. The company also provides SilverLake system, a system primarily designed for commercial-focused banks; Symitar, a system designed for credit unions; CIF 20/20, a parameter-driven system for banks; and Core Director, a system with point-and-click operation for banks. It provides digital products and services under the Banno Digital Platform, and electronic payment solutions; hardware systems; implementation, training, and support and service solutions; data center solutions; and data and transaction processing, and software licensing and related services, as well as professional services. The company was founded in 1976 and is headquartered in Monett, Missouri.
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Position history
Between Q2 2025 and Q3 2026, 10 fund letters reported a position in Jack Henry, with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 5 | 1 | 0 | 2 |
| Q2 2026 | 3 | 0 | 0 | 0 |
| Q1 2026 | 1 | 0 | 0 | 2 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q3 2025 | 1 | 0 | 0 | 0 |
| Q2 2025 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 10 positions · 1 move
- September 2026
“Moving on. Mettler-Toledo, Dick’s Sporting Goods (since sold), and Domino’s Pizza (also sold) were the largest contributors to this month’s performance, while Jack Henry, Tyler Technologies, and Copart were the largest detractors.”
Jack Henry - September 2026
“Thomas Hodges: The portfolio's produced a solid absolute return in the year to date. However, that year to date return remains some way behind the index return, buoyed by an exuberant market. What's encouraging is what's happening underneath the portfolio surface. More than two-thirds of holdings have recently seen upward earnings revisions. Companies that had previously been detractors earlier in the year, like Accenture and Eden Red, they were among the strongest contributors this quarter. We're also seeing better operational progress from businesses like Analog Devices, Jack Henry and Starbucks, while dividend growth continues to come through across the portfolio. ”
Jack Henry - September 2026
“Thomas Hodges: The portfolio outperformed in the third quarter, and it's produced a solid absolute return in the year to date. However, that year to date return remains some way behind the index return, buoyed by an exuberant market. What's encouraging is what's happening underneath the portfolio surface. More than two-thirds of holdings have recently seen upward earnings revisions. Companies that had previously been detractors earlier in the year, like Accenture and Eden Red, they were among the strongest contributors this quarter. We're also seeing better operational progress from businesses like Analog Devices, Jack Henry and Starbucks, while dividend growth continues to come through across the portfolio.”
Jack Henry - September 2026
“Industrials declined approximately 16% as a group and was the weakest performing sector in the Index. Our large overweight to the space was a significant headwind to performance, although positive stock selection helped mitigate the impact. CSW Industrials, Inc. (CSW), Jack Henry & Associates, Inc. (JKHY), and MSA Safety, Inc. (MSA) were among the largest contributors to relative performance within the sector.”
Jack Henry - September 2026
“We also raised the Jack Henry & Associates (JKHY) position after the shares fell on longer-term guidance that came in below Street expectations; the company continues to win market share from larger competitors, and we viewed the pullback as an opportunity.”
Jack Henry - June 2026
“Over the last 12 months we have added to positions where we believe this mispricing is meaningful, including Experian, Jack Henry, Microsoft, RELX and SAP.”
Jack Henry - June 2026
“JKHY Jack Henry & Associates, Inc. 2.41% -0.37%”
Jack Henry “5. Jack Henry & Associates, Inc. (JKHY) JKHY provides core processing software and payment solutions for banks and credit unions.”
Jack Henry- HoldsKNA CapitalFebruary 2026
Listed in KNA Capital’s reported holdings.
Jack Henry - HoldsConestogaSeptember 2025
“Jack Henry & Associates, Inc. (JKHY) JKHY provides core processing, digital banking, and payments technology solutions for U.S. financial institutions.”
Jack Henry
Also mentioned · 1
These funds discuss Jack Henry as a competitor, benchmark or comparable, without disclosing a position in it.
- December 2024
“Payments (2024 $16,007,640 revenue, 19% of total revenue) The payments division had been started as a result of the fear that cash usage would go away one day and is a hedge if it occurs. It is integrated into bank payment flows via Fiserv, Jack Henry, FIS, FinAsta, etc.”
Jack Henry
Fund coverage · 6 theses
- Alluvium AM ConventumSeptember 2026
Jack Henry provides payment processing and software infrastructure to banks and credit unions, and the fund bought it for its quality, growing earnings base, and now-reasonable valuation.
Read the full thesis - Fiduciary Management FundsSeptember 2026
Jack Henry & Associates provides mission-critical core banking software with high switching costs, and the fund believes AI will improve efficiency and support faster growth rather than disrupt the business.
Read the full thesis - Upslope CapitalMarch 2026
Jack Henry & Associates is a dominant core banking and payments software provider with high recurring revenues, improving margins, and an attractive de-rated valuation.
Read the full thesis - Riverwater Sustainable Value StrategyMarch 2026
Jack Henry & Associates, Inc. is a mission-critical bank technology provider with durable moats and resilient recurring revenue, offering market share upside at a discounted valuation post AI-related selloff.
Read the full thesis - AorisDecember 2025
Jack Henry & Associates is a leading core banking software provider with high customer satisfaction and an opportunity to win share from Fiserv, supporting durable earnings growth.
Read the full thesis - AorisJune 2025
Jack Henry is a leading US software provider for banks and credit unions, known for its high customer satisfaction and potential for continued earnings growth.
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