Jefferson Capital, Inc.
Ownership
Ownership Structure
Who owns Jefferson Capital, Inc. (JCAP)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 29.2% of the shares are freely tradable; institutional investors hold 100.2%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Wellington Management Company LLP | 4.04 | 2,321,550 | -29.0 | 06/30/2026 |
| Adage Capital Partners Gp LLC | 3.24 | 1,857,858 | +5.4 | 06/30/2026 |
| William Blair Investment Management, LLC | 3.15 | 1,806,665 | +15.8 | 06/30/2026 |
| Principal Financial Group Inc | 2.98 | 1,710,435 | +11.3 | 06/30/2026 |
| Punch & Associates Inv Mgmt Inc | 2.52 | 1,446,818 | +29.7 | 06/30/2026 |
| BlackRock Inc | 2.45 | 1,405,042 | +132.1 | 03/31/2026 |
| The Goldman Sachs Group Inc | 1.97 | 1,131,598 | +95.8 | 03/31/2026 |
| Vanguard Capital Management, LLC | 1.84 | 1,056,798 | +0.0 | 03/31/2026 |
| Nantahala Capital Management, LLC | 1.31 | 750,000 | +25.0 | 03/31/2026 |
| Geode Capital Management, LLC | 1.20 | 691,217 | +165.0 | 03/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Zellmann Mark Joseph | President US Business Lines | 631,497 | 12,187,892 $ | Aug 17, 2026 | direct |
| Person Penelope JoAnn | Chief Commercial Officer | 437,265 | 8,439,215 $ | Aug 25, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 25, 2026 | Person Penelope JoAnn | Chief Commercial Officer | Sell | 246 | 22.04 | 5,422 |
| Aug 17, 2026 | Zellmann Mark Joseph | President US Business Lines | Other | 6,250 | 0.00 | – |
| Aug 17, 2026 | Zellmann Mark Joseph | President US Business Lines | Sell | 56,000 | 23.75 | 1,330,101 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 28, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.