Exploring Jamf Holding Corp. (JAMF) Investor Profile: Who’s Buying and Why?

Have you ever wondered who the major players are behind Jamf Holding Corp. (JAMF) and what drives their investment decisions? As of December 31, 2024, institutional investors held a significant 132,112,427 shares. The largest shareholders include entities like Vista Equity Partners Management, Llc holding 45.36 million shares, Dragoneer Investment Group, LLC with 13.45 million shares, and Wellington Management Group Llp possessing 10.85 million shares. With a revenue of $627.4 million for the full year 2024, up 12% from 2023, and a revenue growth rate of 8.18% for the three months ending December 31, 2024, how do these figures influence investor sentiment and strategies? Let's delve into the investor profile of Jamf and explore the motivations behind their investments.

Jamf Holding Corp. (JAMF) Who Invests in [Company Name] and Why?

Understanding the investor profile of Jamf Holding Corp. (JAMF) provides valuable insights into market sentiment and the factors driving investment decisions. Key investor types include retail investors, institutional investors, and hedge funds. As of December 31, 2024, a total of 369 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC), holding a total of 132,112,427 shares.

Here’s a breakdown of the key investor types and their motivations:

• Institutional Investors: These entities, such as mutual funds, pension funds, and insurance companies, hold a significant percentage of Jamf's shares. As of December 31, 2024, institutional investors held 132,076,397 shares, representing 102.11% (excluding 13D/G) of the company's shares. The largest institutional shareholders include:
• Vista Equity Partners Management, Llc: 45.36 million shares (35.06%) valued at $480,122,497
• Dragoneer Investment Group, LLC: 13.45 million shares (10.40%) valued at $142,377,173
• Wellington Management Group, LLP: 10.85 million shares (8.38%) valued at $114,796,569
• Vanguard Group Inc: 8.76 million shares (6.77%) valued at $92,688,696
• BlackRock, Inc.: 6.01 million shares (4.64%) valued at $63,601,560
• Mutual Fund Holders: Mutual funds also hold a notable stake in Jamf. Top mutual fund holders include:
• VANGUARD EXPLORER FUND: 4.88 million shares valued at $51,613,698 (as of January 31, 2025)
• VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund: 2.36 million shares valued at $24,988,189 (as of December 31, 2024)
• iShares Trust-iShares Russell 2000 ETF: 2.17 million shares valued at $22,944,120 (as of March 31, 2025)
• Retail Investors: While specific data on retail investor holdings in Jamf is limited, it's important to note their presence. Retail investors are individual investors who buy and sell securities for their own accounts, and they can influence stock prices and market sentiment.
• Insiders: As of March 2025, insiders hold a significant percentage of Jamf Holding Corp stock. Vep Group LLC holds 221.94 million shares, representing 171.53% of the company. Vepf VI Co Invest 1 GP LP holds 137.41 million shares, accounting for 106.20% ownership.

Investment Motivations

Several factors attract investors to Jamf Holding Corp.:

• Growth Prospects: Jamf operates in the growing Apple ecosystem management market. JPMorgan initiated an “overweight” rating for Jamf, citing opportunities in Apple's expanding enterprise market and potential to meet the Rule of 40 by 2026. Analysts predict 12% revenue growth in 2025, driven by increased enterprise adoption and Jamf's bundling strategy.
• Market Position: Jamf is recognized as a leader in Apple Enterprise Management, providing a cloud software platform focused on Apple infrastructure and security. The company's solutions enable organizations to manage and protect Apple devices, apps, and corporate resources.
• Financial Performance: In 2024, Jamf Holding's revenue was $627.40 million, an increase of 11.92% compared to the previous year's $560.57 million. The company's net loss narrowed by 38% from fiscal year 2023, with a loss of $68.5 million.
• Analyst Ratings: Ratings for Jamf Holding (NASDAQ:JAMF) were provided by 10 analysts in the past three months, showcasing a mix of bullish and bearish perspectives. The 12-month price targets, analyzed by analysts, offer insights with an average target of $18.6, a high estimate of $27.00, and a low estimate of $13.00.

Investment Strategies

Investors in Jamf Holding Corp. employ various strategies:

• Long-Term Holding: Many institutional investors, such as Vista Equity Partners, Dragoneer Investment Group, and Wellington Management Group, maintain significant positions in Jamf, suggesting a long-term investment strategy. These firms likely believe in the company's sustained growth potential and market leadership.
• Growth Investing: Given Jamf's growth prospects and the increasing adoption of Apple devices in the enterprise, growth investors are attracted to the company. These investors seek companies with high growth potential and are willing to invest for capital appreciation.
• Value Investing: Some analysts suggest that Jamf may be undervalued. The average analyst rating for JAMF stock is 'Buy,' with a 12-month stock price forecast of $20.0, which is an increase of 84.50% from the latest price.

Here's a table summarizing the major shareholders of Jamf Holding Corp. as of December 31, 2024:

In conclusion, Jamf's investor base is diverse, comprising institutional investors, mutual funds, retail investors, and insiders. These investors are attracted to Jamf's growth prospects, market position, and financial performance. Their investment strategies range from long-term holding to growth and value investing, reflecting confidence in Jamf's ability to capitalize on the increasing demand for Apple device management solutions. For more insights into Jamf's mission, vision, and core values, visit Mission Statement, Vision, & Core Values of Jamf Holding Corp. (JAMF).

Jamf Holding Corp. (JAMF) Institutional Ownership and Major Shareholders of Jamf Holding Corp. (JAMF)

Institutional ownership in Jamf Holding Corp. (JAMF) reflects the degree of confidence that large financial organizations have in the company's potential. These entities, which include mutual funds, pension funds, hedge funds, and insurance companies, manage substantial assets and conduct thorough research before investing. Their investment decisions can significantly influence JAMF's stock price and overall market stability. As of the latest available data, institutional investors hold a significant percentage of JAMF's outstanding shares.

The presence of prominent institutional investors typically enhances investor confidence, as it signals that sophisticated financial analysts have scrutinized the company and found it to be a worthwhile investment. However, it's also important to monitor changes in institutional ownership, as significant increases or decreases can indicate shifts in sentiment or potential strategic changes within the company.

Here’s a list of some of the top institutional investors in Jamf Holding Corp. (JAMF) and their approximate shareholdings:

• Vanguard Group Inc: Holds a substantial number of shares, making it one of the top institutional holders.
• BlackRock Fund Advisors: Another major institutional investor with a significant stake in JAMF.
• State Street Corp: Maintains a notable position in JAMF's ownership structure.
• অন্যান্য: Additional institutional investors include firms like Geode Capital Management, and others, each holding considerable positions.

Changes in institutional ownership can provide valuable insights into the evolving perceptions of Jamf Holding Corp. (JAMF) among major financial players. Recent trends in institutional ownership reveal shifts in investor sentiment. For instance:

• Increased Stakes: Some institutions may have increased their holdings, signaling a positive outlook on JAMF's future performance and strategic direction.
• Decreased Stakes: Conversely, others might have reduced their positions, potentially due to concerns about market conditions, company-specific challenges, or alternative investment opportunities.

The collective actions of these large investors can exert considerable influence on JAMF's stock price. Increased buying activity typically drives up demand, leading to price appreciation, while increased selling pressure can have the opposite effect. Moreover, institutional investors often engage with company management to express their views on strategic decisions, corporate governance, and other key issues. Their involvement can contribute to greater accountability and a more long-term focus.

For more insights into Jamf Holding Corp. (JAMF), you might find this resource helpful: Jamf Holding Corp. (JAMF): History, Ownership, Mission, How It Works & Makes Money.

Jamf Holding Corp. (JAMF) Key Investors and Their Impact on [Company Name]

Understanding who invests in Jamf Holding Corp. (JAMF) and why can provide valuable insights into the company's stability, growth potential, and strategic direction. Key investors often wield considerable influence, impacting company decisions and stock performance.

While specific real-time data on all investors and their recent moves fluctuates, we can analyze available information to identify notable investors and their potential influence. Keep in mind that investment positions can change frequently, so this is a snapshot based on the latest available data.

Institutional investors are significant players in Jamf Holding Corp. (JAMF). These firms manage large sums of money and often take substantial positions in publicly traded companies. Here's what makes them notable:

• Influence: Their investment decisions can significantly impact Jamf Holding Corp. (JAMF)'s stock price.
• Due Diligence: Institutional investors conduct thorough research before investing, signaling confidence in Jamf Holding Corp. (JAMF)'s prospects.
• Long-Term View: Many institutional investors hold positions for the long term, providing stability for the stock.

While it's challenging to pinpoint every individual investor's rationale, several factors typically drive investment decisions in a company like Jamf Holding Corp. (JAMF):

• Growth Potential: Investors are attracted to Jamf Holding Corp. (JAMF)'s growth prospects in the Apple device management market.
• Financial Performance: Strong revenue growth, profitability, and cash flow are key indicators.
• Market Position: A leading position in a niche market like Apple device management is appealing.
• Industry Trends: The increasing adoption of Apple devices in enterprise and education drives investor interest.

To provide a clearer picture, consider a hypothetical overview of potential major institutional investors (based on general knowledge of institutional investment trends, and for illustrative purposes only; actual holdings may differ):

Note: This is a hypothetical illustration. Actual major investors and their holdings can be found in financial data sources. Always consult reliable financial resources for the most up-to-date information.

Keep an eye on major investment firms and any significant changes in their positions, as these can provide clues about the future direction of Jamf Holding Corp. (JAMF). Also, remember to check out: Jamf Holding Corp. (JAMF): History, Ownership, Mission, How It Works & Makes Money.

Jamf Holding Corp. (JAMF) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for evaluating Jamf Holding Corp. (JAMF). Examining major shareholders' attitudes, recent market behaviors, and analyst perspectives provides a comprehensive view of JAMF's current standing and future potential. For more background, you might find this resource helpful: Jamf Holding Corp. (JAMF): History, Ownership, Mission, How It Works & Makes Money.

As of the fiscal year 2024, institutional investors hold a significant portion of Jamf Holding Corp. (JAMF). Recent shifts in ownership can signal changing confidence in the company's prospects. Monitoring these changes helps gauge the overall investor sentiment.

Key aspects of investor sentiment include:

• Institutional Ownership: The percentage of shares held by institutions like mutual funds, pension funds, and hedge funds.
• Major Shareholders: Identification of the top institutional and individual shareholders.
• Trading Activity: Analysis of buying and selling trends by major shareholders.

Recent market reactions to Jamf Holding Corp. (JAMF) can be telling. For example, significant changes in ownership may correlate with stock price movements. Positive news, such as new product launches or strong earnings reports, typically lead to positive market reactions, while negative news might cause the opposite. Keeping an eye on these movements provides insight into the market's immediate response to company-specific events.

Analyst perspectives also play a crucial role in understanding Jamf Holding Corp. (JAMF)'s future. Analysts provide insights based on in-depth research and financial modeling. Their ratings, price targets, and commentary can influence investor sentiment and market behavior. Here's what to consider:

• Ratings: Analyst ratings (e.g., buy, sell, hold) reflect their overall recommendation on the stock.
• Price Targets: Price targets indicate the analyst's expectation for the stock's future value.
• Commentary: Analyst reports provide detailed analysis of the company's performance, growth prospects, and potential risks.

To illustrate, consider a hypothetical scenario based on typical market analysis:

It's important to note that these data points are examples and may not reflect the actual current state of Jamf Holding Corp. (JAMF). Always refer to current financial news and analyst reports for the most up-to-date information.