Ray Dalio's JKHY Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 51,777 shares of Jack Henry & Associates, Inc. (JKHY) worth $9.45 M, representing 0.03% of the portfolio. First purchased in 2015-Q1, this long-term strategic position has been held for 34 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in JKHY, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 64,874 shares. Largest reduction occurred in Q4 2025, reducing 54,520 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Jack Henry & Associates (JKHY) Holding Value Over Time
Track share changes against reported price movement
Quarterly Jack Henry & Associates (JKHY) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -54,520 | Reduce 51.29% | 51,777 | $182.48 |
| Q3 2025 | +64,874 | Add 156.61% | 106,297 | $148.93 |
| Q2 2025 | +4,907 | Add 13.44% | 41,423 | $180.17 |
| Q1 2025 | +36,516 | New Buy | 36,516 | $182.60 |
| Q4 2024 | -20,170 | Sold Out | 0 | $0.00 |
| Q3 2024 | +1,816 | Add 9.89% | 20,170 | $176.54 |
| Q2 2024 | +18,354 | New Buy | 18,354 | $166.02 |
| Q1 2023 | -7,568 | Sold Out | 0 | $0.00 |
| Q4 2022 | +7,568 | New Buy | 7,568 | $175.56 |
| Q3 2022 | -4,871 | Sold Out | 0 | $0.00 |
| Q2 2022 | +956 | Add 24.42% | 4,871 | $180.05 |
| Q1 2022 | +3,915 | New Buy | 3,915 | $196.93 |
| Q4 2021 | -1,670 | Sold Out | 0 | $0.00 |
| Q3 2021 | -2,195 | Reduce 56.79% | 1,670 | $164.07 |
| Q2 2021 | +3,865 | New Buy | 3,865 | $163.52 |
| Q4 2019 | -3,328 | Sold Out | 0 | $0.00 |
| Q3 2019 | +3,328 | New Buy | 3,328 | $146.03 |
| Q1 2019 | -31,892 | Sold Out | 0 | $0.00 |
| Q4 2018 | +29,057 | Add 1024.94% | 31,892 | $126.52 |
| Q3 2018 | -3,482 | Reduce 55.12% | 2,835 | $160.14 |
| Q2 2018 | -7,960 | Reduce 55.75% | 6,317 | $130.28 |
| Q1 2018 | +14,277 | New Buy | 14,277 | $120.96 |
| Q4 2017 | -2,315 | Sold Out | 0 | $0.00 |
| Q3 2017 | -2,195 | Reduce 48.67% | 2,315 | $102.81 |
| Q2 2017 | +4,510 | New Buy | 4,510 | $103.77 |
| Q1 2017 | -2,454 | Sold Out | 0 | $0.00 |
| Q4 2016 | +2,454 | New Buy | 2,454 | $88.83 |
| Q3 2016 | -2,925 | Sold Out | 0 | $0.00 |
| Q2 2016 | +2,925 | New Buy | 2,925 | $87.18 |
| Q1 2016 | -2,794 | Sold Out | 0 | $0.00 |
| Q4 2015 | -7,007 | Reduce 71.49% | 2,794 | $78.02 |
| Q3 2015 | +9,801 | New Buy | 9,801 | $69.58 |
| Q2 2015 | -4,704 | Sold Out | 0 | $0.00 |
| Q1 2015 | +4,704 | New Buy | 4,704 | $69.94 |
Ray Dalio's Jack Henry & Associates Investment FAQs
Ray Dalio first purchased Jack Henry & Associates, Inc. (JKHY) in Q1 2015, acquiring 4,704 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Jack Henry & Associates, Inc. (JKHY) for 34 quarters since Q1 2015.
Ray Dalio's largest addition to Jack Henry & Associates, Inc. (JKHY) was in Q3 2025, adding 106,297 shares worth $15.83 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 51,777 shares of Jack Henry & Associates, Inc. (JKHY), valued at approximately $9.45 M.
As of the Q4 2025 filing, Jack Henry & Associates, Inc. (JKHY) represents approximately 0.03% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Jack Henry & Associates, Inc. (JKHY) was 106,297 shares, as reported at the end of Q3 2025.