Company Analysis

Jefferson Capital, Inc. (JCAP)

Nasdaq: JCAP · Short-Term Business Credit Institutions · Minneapolis, MN · filing with the SEC since 2024
Grade7.0
◀ Past 7.7● Present 7.3▶ Future 5.5
3 est.

Who owns Jefferson Capital, Inc.

As filed with the SEC
Holders of 5% or more
3
JCF Associates IV L.P. holds 67.6% of Common Stock, $0.0001 par value per share, as its SCHEDULE 13G filed Aug 12, 2025 says.
Directors and officers
6
report now, of 13 people on the record since 2025. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 3 named at left.
Holders of 5% or moreshare of the class, as filed
JCF Associates IV L.P.
SCHEDULE 13G · filed Aug 12, 2025 · Common Stock, $0.0001 par value per share
67.6%
JCF IV JCAP Holding L.P.
SCHEDULE 13G/A · filed May 8, 2026 · Common Stock, $0.0001 par value per share · 75% in Nov 14, 2025
59.1%
Burton David M.
SCHEDULE 13G · filed Jan 16, 2026 · Common Stock, $0.0001 par value per share
5.8%
Wellington Management Group LLP
SCHEDULE 13G/A · filed Aug 13, 2026 · Common Stock · reported falling below 5%, from 5.9% in May 15, 2026
under 5%
What JCAP reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Bluestem Receivables Asset Acquisition
A company bought · asset acquisition · owns, named in the 10-K filed Mar 13, 2026
Conn’s Portfolio Purchase
A company bought · asset acquisition · owns, named in the 10-K filed Mar 13, 2026
Insider tradesForm 4
3sales
0purchases
0sales on a scheduled plan
3people selling
$9.2Msold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2526
2026 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window4 of 20 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Jcf Associates IV L.P.10% owner1$216M00$0
Burton David M.Officer Title: Chief Executive Officer and President1$7.9M00$0
Zellmann Mark JosephPresident US Business Lines1$1.3M00$0
Person Penelope JoannChief Commercial Officer1$000$0
SI Assistanton JCAP · research, not advice