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Wellington Management (JCAP) reports 5.91% shared stake in Jefferson Capital

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Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Wellington Management group files Schedule 13G reporting shared voting and dispositive power in Jefferson Capital, Inc. common stock. The filing shows shared voting power of 2,945,466 shares and shared dispositive power of 3,270,966 shares, representing 5.91% of the class as reported. The disclosure lists the related Wellington entities that collectively hold these interests and states the securities are owned of record by clients of the Wellington Investment Advisers. Signatures are dated 05/15/2026.

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Insights

Wellington reports a passive, >5% beneficial position in Jefferson Capital held for advisory clients.

Wellington Management and related entities report 3,270,966 shares of shared dispositive power, equating to 5.91% of Jefferson Capital's common stock as set forth on the cover pages. The ownership is held of record by clients of the Wellington Investment Advisers.

Disclosure classifies multiple Wellington entities (holding companies and investment advisers). The filing identifies voting and dispositive splits across those entities and notes no sole voting or dispositive power. Subsequent SEC reports would show any changes in ownership or voting status.

Percent of class 5.91% Beneficial ownership reported on Schedule 13G
Shared dispositive power 3,270,966 shares As reported on the cover pages (03/31/2026)
Shared voting power 2,945,466 shares As reported on the cover pages (03/31/2026)
CUSIP 47248R103 Jefferson Capital common stock identifier
Ownership reporting date 03/31/2026 Date tied to cover-page ownership figures
Signature date 05/15/2026 Date signatures were provided by Compliance Manager
Shared Dispositive Power regulatory
"Shared Dispositive Power 3,270,966.00"
Beneficially owned regulatory
"Amount beneficially owned: See the responses to Item 9"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Investment Adviser (IA) regulatory
"Wellington Management Company LLP - IA"
An investment adviser (IA) is a person or firm that provides personalized guidance on buying, selling, or holding investments and often manages client portfolios for a fee. Investors should care because an IA has a legal duty to act in the client's best interest—think of them as a navigator who plans and steers your financial journey—so their advice, fee structure and potential conflicts can directly affect returns and financial risk.
Schedule 13G regulatory
"Item 1. (a) Name of issuer: Jefferson Capital, Inc."
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What stake does Wellington report in Jefferson Capital (JCAP)?

The filing reports Wellington's group has shared dispositive power over 3,270,966 shares, representing 5.91% of the class. This interest is reported on Schedule 13G and is held of record by clients of Wellington Investment Advisers.

Which Wellington entities are named in the Schedule 13G for JCAP?

The filing names Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP as reporting persons and related holding/adviser entities.

How much voting power does Wellington report for JCAP shares?

Wellington reports shared voting power of 2,945,466 shares and no sole voting power. The filing indicates voting power is shared among the listed Wellington entities and adviser clients.

Are the JCAP shares owned directly by Wellington or by its clients?

The Schedule 13G states the securities are owned of record by clients of the Wellington Investment Advisers; Wellington reports these interests as held for those clients, not as direct proprietary holdings.

What CUSIP and reporting dates appear in the filing for JCAP?

The filing lists CUSIP 47248R103 and shows an ownership date of 03/31/2026 on the cover pages, with signatures dated 05/15/2026 by a Wellington compliance manager.





47248R103

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Group Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Investment Advisors Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Management Company LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026