Jamf Holding CORP

Market Movers (8-K)

Jamf Holding Corp. has completed its acquisition by affiliates of Francisco Partners for $13.05 per share in cash, valuing the company at approximately $2.2 billion.
Capital raise
Jamf Holding Corp. announced the departure of its Chief Sales Officer, Elizabeth Benz, effective January 31, 2026.
Jamf Holding Corp. stockholders have approved the pending acquisition by affiliates of Francisco Partners Management L.P. at a special meeting held on January 8, 2026.
Jamf Holding Corp. has issued supplemental disclosures to its definitive proxy statement following three stockholder lawsuits alleging misleading information regarding its merger with Francisco Partners.
Worse than expected
Delay expected
Jamf Holding Corp. announced robust third-quarter 2025 financial results, including significant growth in revenue and profitability, while also confirming its pending acquisition by Francisco Partners.
Better than expected
Jamf Holding Corp. has entered into a definitive merger agreement to be acquired by affiliates of Francisco Partners for $13.05 per share in cash.
Delay expected
Capital raise

Quarterly Earnings (10-Q)

Jamf Holding Corp. reported improved Q3 2025 net loss and revenue growth, alongside announcing a definitive agreement to be acquired by Francisco Partners for $13.05 per share in cash.
Better than expected
Capital raise
Jamf Holding Corp. announced a 15% increase in Q2 2025 revenue, driven by subscription growth and the acquisition of Identity Automation, alongside a new strategic reinvestment plan.
Capital raise
Jamf Holding Corp. announces its Q1 2025 financial results, showcasing a 10% increase in total revenue compared to the same period last year.
Better than expected
Jamf Holding Corp. announced its third quarter 2024 financial results, showing a 12% year-over-year increase in total revenue, driven primarily by subscription growth.
Better than expected
Jamf Holding Corp. announced its second quarter 2024 financial results, showing a 13% year-over-year increase in total revenue, driven primarily by subscription growth.
Jamf Holding Corp. announced its first quarter 2024 results, showing a 15% year-over-year increase in total revenue, driven by subscription growth.
Worse than expected

Annual Reports (10-K)

Jamf Holding Corp.'s 10-K filing reveals a year of growth tempered by economic challenges, strategic investments, and ongoing efforts to maintain its leadership in Apple device management.
Worse than expected
Jamf Holding Corp.'s 2023 annual report showcases its position as a leader in Apple enterprise management and security, with a focus on growth and innovation.

Insider Trading (Form 4)

Jamf Holding Corp. director Etalvina Leite disposed of all her common stock and vested restricted stock units following the company's merger into a wholly-owned subsidiary.
Jamf Holding Corp. director Kevin Klausmeyer disposed of 55,558 shares of common stock at $13.05 per share following a merger where Jamf became a wholly-owned subsidiary.
Jamf Holding Corp. director Dean Hager disposed of all his common stock and stock options as part of the company's merger with Jawbreaker Parent, Inc., receiving $13.05 per share in cash.
Jamf Holding Corp. Director Andre Durand disposed of 126,521 shares of common stock at $13.05 per share as part of a merger agreement.
Jamf Holding Corp.'s Chief Innovation Officer, Jason Wudi, reported the disposition of common stock and derivative securities following the company's merger into a wholly-owned subsidiary of Jawbreaker Parent, Inc.
Jamf Holding Corp.'s CTO, Beth Tschida, reported the disposition of all her common stock holdings and unvested restricted stock units following the company's merger into a wholly-owned subsidiary.

Proxy Statements (Def-14A)

Jamf Holding Corp. filed additional proxy materials to address shareholder lawsuits and demands regarding its proposed merger with Francisco Partners affiliates, denying claims but providing voluntary disclosures.
Delay expected
Jamf Holding Corp. provides an update on its proposed acquisition by Francisco Partners, confirming a shareholder vote on January 8, 2026, and ongoing regulatory reviews.
Jamf Holding Corp. stockholders are invited to a special meeting to vote on a definitive merger agreement where the company will be acquired by affiliates of Francisco Partners for $13.05 per share in cash.
Better than expected
Delay expected
Capital raise
Jamf Holding Corp. has entered into a definitive merger agreement to be acquired by affiliates of Francisco Partners for $13.05 per share in cash.
Better than expected
Capital raise
Jamf Holding Corp. announced an agreement to be acquired by Francisco Partners for $2.2 billion, or $13.05 per share, transitioning to a private company by Q1 2026.
Better than expected
Jamf Holding Corp. announced its definitive agreement to be acquired by Francisco Partners for $13.05 per share in an all-cash transaction valued at approximately $2.2 billion.
Better than expected
Delay expected
Capital raise

Schedule 13G - Passive Investments

Vista Equity Partners and associated entities have filed an amended Schedule 13G, reporting ownership of 0% of Jamf Holding Corp. common stock as of January 30, 2026.
Glazer Capital and Paul J. Glazer have reported ceasing beneficial ownership of more than 5% of JAMF Holding Corp.'s common stock.
Worse than expected
Wellington Management Group and its affiliates have reduced their beneficial ownership in Jamf Holding Corp. to 3.9% of common stock.
Dragoneer Investment Group and Marc Stad have filed an amended Schedule 13G, reporting a 3.3% beneficial ownership stake in JAMF Holding Corp. as of June 30, 2025.
Wellington Management Group and its affiliates reported a beneficial ownership of 7.38% in Jamf Holding Corp.'s common stock as of June 30, 2025.
Dragoneer Investment Group, LLC and Marc Stad have disclosed a 6.7% beneficial ownership stake in JAMF Holding Corp., holding 8,818,589 shares of common stock as of March 31, 2025.