Jamf (JAMF)

• Market cap: $1.6B
• 1 day: 1.48%
• 5 days: -6.73%
• 1 month: -10.39%
• 3 months: -12.49%
• 6 months: -27.26%
• Year to date: -12.49%
• 1 year: -32.25%
• 5 years: -68.55%
• 10 years: -52.61%
• Sector: Information Technology
• Industry: Prepackaged Software

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

984% more call options, than puts

Call options by funds: $1.3M | Put options by funds: $120K

56% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 32

27% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 48

10% more funds holding

Funds holding: 164 [Q3] → 180 (+16) [Q4]

0.71% less ownership

Funds ownership: 94.49% [Q3] → 93.78% (-0.71%) [Q4]

17% less funds holding in top 10

Funds holding in top 10: 6 [Q3] → 5 (-1) [Q4]

19% less capital invested

Capital invested by funds: $2.09B [Q3] → $1.69B (-$399M) [Q4]

Research analyst outlook

8 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $16 30% upside
• Avg. target: $21 67% upside
• High target: $27 119% upside

8 analyst ratings

• positive: 6 75%
• neutral: 2 25%
• negative: 0 0%

Morgan Stanley Hamza Fodderwala 63% 1-year accuracy 15 / 24 met price target	30% upside $16	Equal-Weight Maintained	18 Mar 2025
Needham Joshua Reilly 41% 1-year accuracy 31 / 76 met price target	103% upside $25	Buy Reiterated	4 Mar 2025
Barclays Raimo Lenschow 34% 1-year accuracy 28 / 82 met price target	30% upside $16	Equal-Weight Maintained	28 Feb 2025
Citizens Capital Markets Joey Marincek 0% 1-year accuracy 0 / 4 met price target	119% upside $27	Market Outperform Maintained	28 Feb 2025
Canaccord Genuity David Hynes 38% 1-year accuracy 42 / 111 met price target	54% upside $19	Buy Maintained	28 Feb 2025