Jack IN THE Box Inc. 13F holders
135 funds reported a position in Jack IN THE Box Inc. in their 13F for the quarter ended 30 June 2026, together 20.2 million shares worth $318.8 million. Against the quarter before, 26 opened a position, 54 added, 32 trimmed and 29 sold out; together they bought a net 1.4 million shares. The largest holders: Nantahala Capital Management, LLC, Callodine Capital Management, LP and Biglari Capital Corp.
Funds holding135-5 on Q1 2026
Shares they held20.2Mworth $318.8 million
Net bought on the quarter1.4M sharesabout $21.8 million at the funds' values
Funds buying to selling80 to 61opened or added, to cut or sold
Opened 26Added 54Held 23Trimmed 32Sold out 29
What each fund did in JACK against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in JACK in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 24 reported a position in Jack IN THE Box Inc.: 5 opened one, 5 added, 5 trimmed and 4 sold out, a net 114,176 shares sold.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| IPG Investment Advisors LLC | -83,468 | 385,832 | trimmed | 13F |
| Whipplewood Advisors, LLC | +1,928 | 1,928 | new | 13F |
| IFP Advisors, Inc | +1,779 | 1,779 | new | 13F |
| Gamma Investing LLC | +537 | 1,034 | added | 13F |
| Signaturefd, LLC | +350 | 350 | new | 13F |
| Parkside Financial Bank & Trust | +91 | 91 | new | 13F |
| Harbor Capital Advisors, Inc. | -71 | 377 | trimmed | 13F |
| Versant Capital Management, Inc | +60 | 6,167 | added | 13F |
| Sterling Capital Management LLC | +30 | 370 | added | 13F |
| Farther Finance Advisors, LLC | -19 | 813 | trimmed | 13F |
| SBI Securities Co., Ltd. | -8 | 7 | trimmed | 13F |
| SJS Investment Consulting Inc. | +7 | 23 | added | 13F |
| Nisa Investment Advisors, LLC | +5 | 284 | added | 13F |
| Caitong International Asset Management Co., Ltd | -30 | 0 | sold out | 13F |
| Novem Group | -35,200 | 0 | sold out | 13F |
| Pinnacle Wealth Planning Services, Inc. | -53 | 0 | sold out | 13F |
| True Wealth Design, LLC | -109 | 0 | sold out | 13F |
| Covestor Ltd | -10 | 15 | trimmed | 13F |
| First Premier Bank | +5 | 5 | new | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 6 reported a position in Jack IN THE Box Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 486,940 shares worth $7.7 million, 0.0% of its reported book. New this quarter: Point72 Asset Management. In the quarter, 4 funds added or opened a position and 2 trimmed or sold out; together they bought a net 209,642 shares, about $3.3 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 486,940 | $7.7 million | 0.0% | +66,188 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 410,589 | $6.5 million | 0.0% | +353,191 | added | 30 June 2026 | 13F |
| Point72 Asset Management | 35,591 | $562,694 | 0.0% | +35,591 | new | 30 June 2026 | 13F |
| Citadel Advisors | 34,966 | $552,812 | 0.0% | +16,707 | added | 30 June 2026 | 13F |
| Millennium Management | 29,450 | $465,604 | 0.0% | -258,847 | trimmed | 30 June 2026 | 13F |
| FMR LLC | 1,985 | $31,377 | 0.0% | -3,188 | trimmed | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Nantahala Capital Management, LLC | 3,457,318 | 17.15% | $54.7 million | 1.66% | 13F | |
| Callodine Capital Management, LP | 1,717,153 | 8.52% | $27.1 million | 1.79% | -43,317 | 13F |
| Biglari Capital Corp. | 1,683,652 | 8.35% | $26.6 million | 2.23% | no change | 13F |
| BlackRock, Inc. | 1,342,305 | 6.66% | $21.2 million | 0.00% | +60,689 | 13F |
| Bank of America Corp. | 1,164,421 | 5.78% | $18.4 million | 0.00% | +541,642 | 13F |
| Vanguard Capital Management LLC | 826,459 | 4.10% | $13.1 million | 0.00% | +9,814 | 13F |
| Allianz Asset Management GmbH | 708,001 | 3.51% | $11.2 million | 0.01% | +201,604 | 13F |
| Charles Schwab Investment Management Inc. | 632,368 | 3.14% | $10.0 million | 0.00% | -63,708 | 13F |
| Earnest Partners LLC | 552,367 | 2.74% | $8.7 million | 0.03% | +238,476 | 13F |
| LSV Asset Management | 515,379 | 2.56% | $8.1 million | 0.01% | -48,682 | 13F |
| Geode Capital Management, LLC | 486,940 | 2.42% | $7.7 million | 0.00% | +66,188 | 13F |
| Goldman Sachs Group Inc. | 471,816 | 2.34% | $7.5 million | 0.00% | +373,524 | 13F |
| IPG Investment Advisors LLC | 469,300 | 2.33% | $7.4 million | 1.07% | -66,996 | 13F |
| UBS Group AG | 443,755 | 2.20% | $7.0 million | 0.00% | +365,161 | 13F |
| Raymond James Financial Inc. | 411,329 | 2.04% | $6.5 million | 0.00% | new | 13F |
| Two Sigma Investments, LP | 410,589 | 2.04% | $6.5 million | 0.01% | +353,191 | 13F |
| State Street Corp. | 393,498 | 1.95% | $6.2 million | 0.00% | +3,185 | 13F |
| JPMorgan Chase & Co. | 366,056 | 1.82% | $6.1 million | 0.00% | +8,262 | 13F |
| Manning & Napier Advisors LLC | 376,343 | 1.87% | $5.9 million | 0.08% | no change | 13F |
| Envestnet Asset Management Inc. | 239,609 | 1.19% | $3.8 million | 0.00% | +118,105 | 13F |
| Biglari, Sardar | 200,617 | 1.00% | $3.2 million | 5.10% | no change | 13F |
| Wells Fargo & Company | 199,822 | 0.99% | $3.2 million | 0.00% | +86,124 | 13F |
| Windward Management LP | 182,404 | 0.90% | $2.9 million | 2.10% | no change | 13F |
| Vanguard Portfolio Management LLC | 174,478 | 0.87% | $2.8 million | 0.00% | +4,706 | 13F |
| Seven Six Capital Management, LLC | 164,600 | 0.82% | $2.6 million | 2.38% | -16,550 | 13F |
| Northern Trust Corp. | 154,275 | 0.77% | $2.4 million | 0.00% | +4,353 | 13F |
| D. E. Shaw & Co., Inc. | 151,978 | 0.75% | $2.4 million | 0.00% | +82,078 | 13F |
| Invesco Ltd. | 138,752 | 0.69% | $2.2 million | 0.00% | -16,221 | 13F |
| Quantinno Capital Management LP | 137,625 | 0.68% | $2.2 million | 0.00% | +56,947 | 13F |
| AQR Capital Management LLC | 135,055 | 0.67% | $2.1 million | 0.00% | -49,281 | 13F |
| Jane Street Group, LLC | 127,048 | 0.63% | $2.0 million | 0.00% | new | 13F |
| Vanguard Fiduciary Trust Co. | 126,647 | 0.63% | $2.0 million | 0.00% | -3 | 13F |
| Nuveen, LLC | 117,311 | 0.58% | $1.9 million | 0.00% | +68,317 | 13F |
| Morgan Stanley | 115,521 | 0.57% | $1.8 million | 0.00% | -120,429 | 13F |
| Bank of New York Mellon Corp | 108,066 | 0.54% | $1.7 million | 0.00% | +6,655 | 13F |
| Stifel Financial Corp. | 105,449 | 0.52% | $1.7 million | 0.00% | +33,973 | 13F |
| Graham Capital Management, L.P. | 94,085 | 0.47% | $1.5 million | 0.06% | +60,381 | 13F |
| Engineers Gate Manager LP | 78,551 | 0.39% | $1.2 million | 0.02% | -111,404 | 13F |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 63,400 | 0.31% | $1.0 million | 0.00% | no change | 13F |
| Atom Investors LP | 62,737 | 0.31% | $991,872 | 0.09% | -29,059 | 13F |
| Susquehanna International Group, LLP | 49,285 | 0.24% | $779,196 | 0.00% | -85,191 | 13F |
| Cetera Investment Advisers | 45,124 | 0.22% | $713,404 | 0.00% | +20,097 | 13F |
| Numerai GP LLC | 44,526 | 0.22% | $703,956 | 0.06% | new | 13F |
| Price T Rowe Associates Inc. | 39,376 | 0.20% | $623,000 | 0.00% | +5,216 | 13F |
| IMC-Chicago, LLC | 39,076 | 0.19% | $617,792 | 0.01% | new | 13F |
| Headlands Technologies LLC | 38,740 | 0.19% | $612,479 | 0.07% | new | 13F |
| Point72 Asset Management, L.P. | 35,591 | 0.18% | $562,694 | 0.00% | new | 13F |
| Novem Group | 35,200 | 0.17% | $556,512 | 0.06% | no change | 13F |
| Citadel Advisors LLC | 34,966 | 0.17% | $552,812 | 0.00% | +16,707 | 13F |
| Bridgeway Capital Management, LLC | 32,700 | 0.16% | $516,987 | 0.01% | no change | 13F |
The 50 largest of the 135 funds that reported a position in JACK in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on JACK
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 96,500 | $1.5 million | 30 June 2026 | 13F |
| Citadel Advisors | Puts | 66,500 | $1.1 million | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 21 September 2026 | 13D/A | GreenWood Investors LLC and 1 other | 1.4 million | 7.1% | 17 September 2026 | Item 4 is hereby amended and supplemented as follows: On September 17, 2026, the Issuer and GreenWood entered into a first amendment to the Cooperation Agreement (the "First Amendment"), which, among other things, extended the term of the C | EDGAR |
| 15 June 2026 | 13D/A | GreenWood Investors LLC and 1 other | 1.4 million | 7.1% | 11 June 2026 | EDGAR | |
| 15 May 2026 | 13G | Nantahala Capital Management, LLC and 5 others | 1.5 million | 8.1% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 14 January 2026 | 13D/A | Biglari Holdings Inc. and 9 others | 1.9 million | 10.0% | 12 January 2026 | Item 4 is hereby amended to add the following: The Reporting Persons have withdrawn their nomination of Douglas Thompson as a nominee at the Annual Meeting due to his appointment as Chief Operations Officer of CAVA. The Reporting Persons in | EDGAR |
| 29 December 2025 | 13D/A | Biglari Holdings Inc. and 9 others | 1.9 million | 10.0% | 23 December 2025 | Item 4 is hereby amended to add the following: On December 23, 2025, the Reporting Persons withdrew their nomination of Sardar Biglari as a nominee at the Annual Meeting. | EDGAR |
| 18 November 2025 | 13D | GreenWood Investors LLC and 1 other | 1.1 million | 6.1% | 17 November 2025 | The Reporting Persons acquired the Common Stock to which this Schedule 13D relates for investment purposes in the ordinary course of business. The Reporting Persons acquired the Common Stock because they believed that the Common Stock repor | EDGAR |
| 13 November 2025 | 13G/A | Capital World Investors and 1 other | 0 | 0.0% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 3 November 2025 | 13D/A | Biglari Holdings Inc. and 9 others | 1.9 million | 10.0% | 31 October 2025 | Item 4 is hereby amended to add the following: On October 31, 2025, the Reporting Persons delivered a letter to the Issuer nominating Sardar Biglari and Douglas Thompson for election to the Board at the 2026 annual meeting of shareholders o | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 25 August 2026 | 365 | $17.83 | SEC |
| 24 August 2026 | 400 | $17.24 | SEC |
| 21 August 2026 | 18,388 | $16.60 | SEC |
| 18 August 2026 | 4,626 | $17.10 | SEC |
| 17 August 2026 | 147 | $17.03 | SEC |
| 14 August 2026 | 995 | $18.76 | SEC |
| 13 August 2026 | 2,024 | $18.77 | SEC |
| 11 August 2026 | 67 | $17.84 | SEC |
| 5 August 2026 | 26 | $17.27 | SEC |
| 4 August 2026 | 114,378 | $17.00 | SEC |
| 3 August 2026 | 7,904 | $16.37 | SEC |
| 31 July 2026 | 3,039 | $16.34 | SEC |
| 28 July 2026 | 75 | $15.67 | SEC |
| 27 July 2026 | 964 | $14.55 | SEC |
| 24 July 2026 | 1,737 | $13.77 | SEC |
| 21 July 2026 | 21,636 | $14.70 | SEC |
| 20 July 2026 | 4,034 | $14.98 | SEC |
| 15 July 2026 | 102 | $15.20 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.