Jamf Holding Corp. (JAMF): A Bull Case Theory
We came across a bullish thesis on Jamf Holding Corp. on Value investing subreddit by danieljapps. In this article, we will summarize the bulls’ thesis on JAMF.
Jamf Holding Corp. (JAMF)
Market is closed
Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Vista Equity Partners Robert Smith | 45,358,762 | $431,361,827 | 44.4% | |
| 2. | 48,549,000 | $45,809,989 | 0.03% | ||
| 3. | Sunriver Management Will Cook | 4,519,582 | $42,981,225 | +47% | 4.61% |
| 4. | 22,500,000 | $21,251,286 | 0.69% | ||
| 5. | Marshall Wace LLP Paul Marshall And Ian Wace | 1,366,919 | $12,999,400 | +182% | 0.01% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $26.00 | 7,692 | $199,992.00 | 68,192 | 2020-07-21 | Filing | |
| $26.00 | 11,538 | $299,988.00 | 75,342 | 2020-07-21 | Filing | |
| $26.00 | 3,846 | $99,996.00 | 3,846 | 2020-07-21 | Filing | |
| $26.00 | 9,615 | $249,990.00 | 27,875 | 2020-07-21 | Filing | |
| $26.00 | 7,692 | $199,992.00 | 194,485 | 2020-07-21 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $9.37 | 15,393 | $144,255.50 | 257,473 | 2025-06-17 | Filing | |
| $9.57 | 5,712 | $54,651.27 | 272,866 | 2025-06-16 | Filing | |
| $10.75 | 16,125 | $173,313.11 | 1,524,101 | 2025-06-05 | Filing | |
| $10.71 | 12,790 | $137,033.34 | 412,271 | 2025-06-04 | Filing | |
| $10.70 | 11,526 | $123,375.46 | 347,249 | 2025-06-04 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 108,302,000 | $102,660,898 | 1.38% | |
| 2. | 9,695,352 | $92,202,798 | 0.02% | |
| 3. | 91,540,000 | $86,279,526 | 0.53% | |
| 4. | 8,902,129 | $84,659,247 | 0% | |
| 5. | 5,454,395 | $51,871,297 | 0% |
News See All
Jamf Holding Corp. (NASDAQ:JAMF) Q2 2025 Earnings Call Transcript
Operator: Ladies and gentlemen, thank you for joining us, and welcome to Jamf's second quarter earnings call.
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Jamf Holding Corp. (NASDAQ:JAMF) is one of the 10 Best 52-Week Low Tech Stocks To Buy According to Analysts.
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The technology sector has rebounded and is reaching new highs.
Here's What You Need to Know About Jamf Holding (JAMF) Before Investing
Jamf Holding Corp. (NASDAQ:JAMF) is one of the 11 Best Tech Stocks to Buy On the Dip. The stock has declined more than 32% on a year-to-date basis due to lackluster growth and valuation compression.
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On June 17, Dan Ives, Wedbush Securities' global head of technology research, and Todd Rosenbluth, VettaFi's director of research, joined CNBC to discuss tech investing amid geopolitical tensions.