Question 1

Which hedge funds and institutional investors hold JAMF?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for JAMF shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for JAMF whale holdings?

Accepted Answer

Conviction level reflects how significant JAMF is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to JAMF, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for JAMF?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about JAMF?

Accepted Answer

QoQ changes for JAMF show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
Dragoneer	4.3M	$56.3M	1.2%	$3.0B
Balyasny	2.8M	$36.8M	0.0%	$77.1B
State Street	2.0M	$25.5M	0.0%	$2896.4B
Millennium	677.9K	$8.8M	0.0%	$240.3B
Gabelli	324.6K	$4.2M	0.0%	$14.8B
Schonfeld	314.6K	$4.1M	0.0%	$14.2B
Arrowstreet	265.5K	$3.5M	0.0%	$184.8B
Geode Capital	263.5K	$3.4M	0.0%	$1607.5B
BlackRock	254.1K	$3.3M	0.0%	$5723.5B
DE Shaw	233.6K	$3.0M	0.0%	$166.3B
Invesco	128.5K	$1.7M	0.0%	$653.3B
ExodusPoint	119.1K	$1.5M	0.0%	$12.4B
DFA	75.1K	$977K	0.0%	$481.4B
Franklin Templeton	44.1K	$574K	0.0%	$408.3B
Citadel	16.7K	$217K	—	$618.5B
AQR Capital	13.5K	$176K	0.0%	$218.4B
Fidelity (FMR)	511	$7K	—	$1898.4B
Northern Trust	73	$950	—	$756.6B

JAMF

Who Holds JAMF

Changes This Quarter