JACK Institutional Ownership
Jack in the Box Inc.
1W: -6.7%
1M: -17.7%
3M: -31.6%
YTD: -39.8%
1Y: -36.4%
3Y: -81.5%
5Y: -87.3%
$11.27
+0.04 (+0.36%)
Weekly Expected Move ±7.8%
$9
$10
$11
$12
$13
Credit Risk of going bust: higher than 92% of companies Debt: 92.0% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the riskiest tenth, about 1 in 20 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $3.73 (down 67%), Jack in the Box Inc. would be worth roughly what it owes.
Total debt $2.48B against a stock market value of $216.2M.
Distance to default 1.30 (Merton model): prices to 2026-10-27, balance sheet 2026-07-05, debt counted $758.5M (short-term plus half of long-term), stock volatility 73.9%; Altman Z'' 2.75. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $3.73 (down 67%), Jack in the Box Inc. would be worth roughly what it owes.
Total debt $2.48B against a stock market value of $216.2M.
Distance to default 1.30 (Merton model): prices to 2026-10-27, balance sheet 2026-07-05, debt counted $758.5M (short-term plus half of long-term), stock volatility 73.9%; Altman Z'' 2.75. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — JACK
166
Institutional Holders
-15 vs prior quarter
0.0%
Ownership
+0.00pp
$293M
Total Invested
29
New Positions
52
Increased
62
Reduced
29
Closed
0.89
Put/Call Ratio
Ownership Trends
Top Institutional Holders (197 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Nantahala Capital Management, LLC | 1,728,659 | $19M | +185,944 | +12.1% | 5Q | SEC ↗ |
| 2 | Callodine Capital Management, LP | 1,717,153 | $19M | -43,317 | -2.5% | 9Q | SEC ↗ |
| 3 | BIGLARI CAPITAL CORP. | 1,683,652 | $19M | — | +0.0% | 19Q | SEC ↗ |
| 4 | BlackRock, Inc. | 1,342,305 | $15M | +60,689 | +4.7% | 8Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 1,164,421 | $13M | +541,642 | +87.0% | 15Q | SEC ↗ |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 826,459 | $9M | +9,814 | +1.2% | 2Q | SEC ↗ |
| 7 | Allianz Asset Management GmbH | 708,001 | $8M | +201,604 | +39.8% | 5Q | SEC ↗ |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 632,368 | $7M | -63,708 | -9.2% | 15Q | SEC ↗ |
| 9 | Sixth Street Partners Management Compa NEW | 632,368 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 10 | EARNEST PARTNERS LLC | 552,367 | $6M | +238,476 | +76.0% | 26Q | SEC ↗ |
| 11 | LSV ASSET MANAGEMENT | 515,379 | $6M | -48,682 | -8.6% | 14Q | SEC ↗ |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 486,940 | $5M | +66,188 | +15.7% | 92Q | SEC ↗ |
| 13 | GOLDMAN SACHS GROUP INC | 471,816 | $5M | +373,524 | +380.0% | 15Q | SEC ↗ |
| 14 | IPG Investment Advisors LLC | 469,300 | $5M | -66,996 | -12.5% | 12Q | SEC ↗ |
| 15 | UBS Group AG | 443,755 | $5M | +365,161 | +464.6% | 47Q | SEC ↗ |
| 16 | RAYMOND JAMES FINANCIAL INC NEW | 411,329 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 17 | TWO SIGMA INVESTMENTS, LP | 410,589 | $5M | +353,191 | +615.3% | 7Q | SEC ↗ |
| 18 | STATE STREET CORP | 393,498 | $4M | +3,185 | +0.8% | 46Q | SEC ↗ |
| 19 | MANNING & NAPIER ADVISORS LLC | 376,343 | $4M | — | +0.0% | 9Q | SEC ↗ |
| 20 | JPMORGAN CHASE & CO | 366,056 | $4M | +8,262 | +2.3% | 62Q | SEC ↗ |
| 21 | ENVESTNET ASSET MANAGEMENT INC | 239,609 | $3M | +118,105 | +97.2% | 29Q | SEC ↗ |
| 22 | BIGLARI, SARDAR | 200,617 | $2M | — | +0.0% | 17Q | SEC ↗ |
| 23 | WELLS FARGO & COMPANY/MN | 199,822 | $2M | +86,124 | +75.7% | 101Q | SEC ↗ |
| 24 | Windward Management LP | 182,404 | $2M | — | +0.0% | 3Q | SEC ↗ |
| 25 | VANGUARD PORTFOLIO MANAGEMENT LLC | 174,478 | $2M | +4,706 | +2.8% | 2Q | SEC ↗ |
| 26 | JANUS HENDERSON GROUP PLC | 169,280 | $2M | -125,763 | -42.6% | 2Q | SEC ↗ |
| 27 | Seven Six Capital Management, LLC | 164,600 | $2M | -16,550 | -9.1% | 7Q | SEC ↗ |
| 28 | NORTHERN TRUST CORP | 154,275 | $2M | +4,353 | +2.9% | 107Q | SEC ↗ |
| 29 | D. E. Shaw & Co., Inc. | 151,978 | $2M | +82,078 | +117.4% | 9Q | SEC ↗ |
| 30 | Invesco Ltd. | 138,752 | $2M | -16,221 | -10.5% | 87Q | SEC ↗ |
| 31 | Quantinno Capital Management LP | 137,625 | $2M | +56,947 | +70.6% | 5Q | SEC ↗ |
| 32 | AQR CAPITAL MANAGEMENT LLC | 135,055 | $2M | -49,281 | -26.7% | 5Q | SEC ↗ |
| 33 | JANE STREET GROUP, LLC NEW | 127,048 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 34 | VANGUARD FIDUCIARY TRUST CO | 126,647 | $1M | -3 | -0.0% | 2Q | SEC ↗ |
| 35 | Nuveen, LLC | 117,311 | $1M | +68,317 | +139.4% | 6Q | SEC ↗ |
| 36 | MORGAN STANLEY | 115,521 | $1M | -120,429 | -51.0% | 60Q | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 108,066 | $1M | +6,655 | +6.6% | 76Q | SEC ↗ |
| 38 | STIFEL FINANCIAL CORP | 105,449 | $1M | +33,973 | +47.5% | 32Q | SEC ↗ |
| 39 | Graham Capital Management, L.P. | 94,085 | $1M | +60,381 | +179.2% | 5Q | SEC ↗ |
| 40 | Engineers Gate Manager LP | 78,551 | $885K | -111,404 | -58.6% | 2Q | SEC ↗ |
| 41 | Universal- Beteiligungs- und Servicege | 63,400 | $715K | — | +0.0% | 7Q | SEC ↗ |
| 42 | Atom Investors LP | 62,737 | $707K | -29,059 | -31.7% | 5Q | SEC ↗ |
| 43 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 49,285 | $555K | -85,191 | -63.4% | 2Q | SEC ↗ |
| 44 | Cetera Investment Advisers | 45,124 | $509K | +20,097 | +80.3% | 4Q | SEC ↗ |
| 45 | Numerai GP LLC NEW | 44,526 | $502K | — | +0.0% | 1Q | SEC ↗ |
| 46 | PRICE T ROWE ASSOCIATES INC /MD | 39,376 | $444K | +5,216 | +15.3% | 16Q | SEC ↗ |
| 47 | IMC-Chicago, LLC NEW | 39,076 | $440K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Headlands Technologies LLC NEW | 38,740 | $437K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Point72 Asset Management, L.P. NEW | 35,591 | $401K | — | +0.0% | 1Q | SEC ↗ |
| 50 | NOVEM GROUP | 35,200 | $397K | — | +0.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 632,368 | $7M |
| RAYMOND JAMES FINANCIAL INC | 411,329 | $5M |
| JANE STREET GROUP, LLC | 127,048 | $1M |
| Numerai GP LLC | 44,526 | $502K |
| IMC-Chicago, LLC | 39,076 | $440K |
| Headlands Technologies LLC | 38,740 | $437K |
| Point72 Asset Management, L.P. | 35,591 | $401K |
| DIMENSIONAL FUND ADVISORS LP | 19,870 | $224K |
| BANK OF MONTREAL /CAN | 18,815 | $212K |
| CANADA PENSION PLAN INVESTMENT BOAR | 17,700 | $199K |
| JT Stratford LLC | 17,079 | $192K |
| GSA CAPITAL PARTNERS LLP | 16,073 | $181K |
| Focus Partners Wealth | 13,492 | $152K |
| MERCER GLOBAL ADVISORS INC /ADV | 11,770 | $133K |
| SG Americas Securities, LLC | 6,841 | $77K |
| SIMPLEX TRADING, LLC | 6,319 | $71K |
| Arax Advisory Partners | 2,184 | $25K |
| NISA INVESTMENT ADVISORS, LLC | 279 | $3K |
| Global Retirement Partners, LLC | 261 | $3K |
| Integrated Wealth Concepts LLC | 139 | $2K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNE | 246,771 | $3M |
| READYSTATE ASSET MANAGEMENT LP | 225,200 | $3M |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 193,657 | $2M |
| Trexquant Investment LP | 190,807 | $2M |
| Ruffer LLP | 169,792 | $2M |
| Balyasny Asset Management L.P. | 140,999 | $2M |
| Invenomic Capital Management LP | 125,915 | $1M |
| Maxi Investments CY Ltd | 119,400 | $1M |
| RENAISSANCE TECHNOLOGIES LLC | 115,400 | $1M |
| Assenagon Asset Management S.A. | 107,821 | $1M |
| PRINCIPAL FINANCIAL GROUP INC | 82,209 | $926K |
| Gobi Capital LLC | 77,387 | $872K |
| BNP PARIBAS ASSET MANAGEMENT Holdin | 51,168 | $577K |
| XTX Topco Ltd | 45,318 | $511K |
| Man Group plc | 44,559 | $502K |
| AXQ CAPITAL, LP | 41,373 | $466K |
| Susquehanna Portfolio Strategies, L | 37,186 | $419K |
| Blueshift Asset Management, LLC | 36,483 | $411K |
| Verition Fund Management LLC | 35,300 | $398K |
| Quantbot Technologies LP | 34,321 | $387K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +541,642 | +87.0% | 1,164,421 |
| GOLDMAN SACHS GROUP INC | +373,524 | +380.0% | 471,816 |
| UBS Group AG | +365,161 | +464.6% | 443,755 |
| TWO SIGMA INVESTMENTS, LP | +353,191 | +615.3% | 410,589 |
| EARNEST PARTNERS LLC | +238,476 | +76.0% | 552,367 |
| Allianz Asset Management GmbH | +201,604 | +39.8% | 708,001 |
| Nantahala Capital Management, LLC | +185,944 | +12.1% | 1,728,659 |
| ENVESTNET ASSET MANAGEMENT INC | +118,105 | +97.2% | 239,609 |
| WELLS FARGO & COMPANY/MN | +86,124 | +75.7% | 199,822 |
| D. E. Shaw & Co., Inc. | +82,078 | +117.4% | 151,978 |
| Nuveen, LLC | +68,317 | +139.4% | 117,311 |
| GEODE CAPITAL MANAGEMENT, LLC | +66,188 | +15.7% | 486,940 |
| BlackRock, Inc. | +60,689 | +4.7% | 1,342,305 |
| Graham Capital Management, L.P. | +60,381 | +179.2% | 94,085 |
| Quantinno Capital Management LP | +56,947 | +70.6% | 137,625 |
| STIFEL FINANCIAL CORP | +33,973 | +47.5% | 105,449 |
| Cetera Investment Advisers | +20,097 | +80.3% | 45,124 |
| CITADEL ADVISORS LLC | +16,707 | +91.5% | 34,966 |
| GROUP ONE TRADING LLC | +11,850 | +118.4% | 21,858 |
| VANGUARD CAPITAL MANAGEMENT LLC | +9,814 | +1.2% | 826,459 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MARSHALL WACE, LLP | -510,099 | -97.0% | 15,691 |
| MILLENNIUM MANAGEMENT LLC | -258,847 | -89.8% | 29,450 |
| JANUS HENDERSON GROUP PLC | -125,763 | -42.6% | 169,280 |
| MORGAN STANLEY | -120,429 | -51.0% | 115,521 |
| Engineers Gate Manager LP | -111,404 | -58.6% | 78,551 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -85,191 | -63.4% | 49,285 |
| IPG Investment Advisors LLC | -66,996 | -12.5% | 469,300 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -63,708 | -9.2% | 632,368 |
| AQR CAPITAL MANAGEMENT LLC | -49,281 | -26.7% | 135,055 |
| LSV ASSET MANAGEMENT | -48,682 | -8.6% | 515,379 |
| Callodine Capital Management, LP | -43,317 | -2.5% | 1,717,153 |
| Shay Capital LLC | -30,924 | -67.2% | 15,116 |
| Atom Investors LP | -29,059 | -31.7% | 62,737 |
| Seven Six Capital Management, LLC | -16,550 | -9.1% | 164,600 |
| Invesco Ltd. | -16,221 | -10.5% | 138,752 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | -9,470 | -99.1% | 88 |
| FMR LLC | -3,188 | -61.6% | 1,985 |
| CWM, LLC | -3,078 | -51.2% | 2,928 |
| Tower Research Capital LLC (TRC) | -2,994 | -74.8% | 1,009 |
| Caitong International Asset Managem | -1,927 | -98.5% | 30 |