Jefferson Capital Inc (JCAP) 13F Investor Activity Report (Q2 2026)

JCAP ranks #4305 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

114 institutions disclose a position in JCAP, but none treat it as a major bet — even EJF Capital LP, its most concentrated holder, allocates just 1.9% of its own portfolio to it.

California State Teachers Retirement System has added to its JCAP position for two straight quarters, increasing it by $24.0M to reach $24.0M today.

State Of Wisconsin Investment Board has trimmed its JCAP position for two straight quarters, cutting it by $1.2M while still holding $6.6M.

JCAP is down 0.7% today, but institutions show net buying of $31.2M this quarter — a divergence between today's price move and the underlying institutional flow.

JCAP posted net income of $155.0M over the trailing twelve months, and currently trades at a P/E of 4.0.

• Profitable — net income of $155.0M over the trailing twelve months
• Revenue grew 22.8% year over year
• Net income declined year over year, from $175.7M to $155.0M
• Generated $268.8M in positive operating cash flow
• Liabilities run 3.38x equity — a highly leveraged balance sheet worth noting