SCHEDULE 13G/A: Dragoneer Investment Group and Marc Stad Disclose 10.5% Stake in JAMF Holding Corp.

Dragoneer Investment Group, LLC and its managing member Marc Stad have disclosed a 10.5% beneficial ownership stake in JAMF Holding Corp., holding 13,450,843 shares as of December 31, 2024.

Summary

• Marc Stad and Dragoneer Investment Group, LLC are the reporting persons in this Schedule 13G/A filing.
• The filing pertains to their beneficial ownership of common stock in JAMF Holding Corp.
• As of December 31, 2024, the reporting persons collectively beneficially own 13,450,843 shares of JAMF Holding Corp. common stock.
• This ownership represents 10.5% of the class, based on 128,444,986 shares outstanding as of October 29, 2024, as reported in JAMF's Quarterly Report on Form 10-Q filed on November 7, 2024.
• Both Marc Stad and Dragoneer Investment Group, LLC share voting and dispositive power over all 13,450,843 shares.
• The shares are held through Dragoneer Global Fund II, LP (4,794,271 shares) and Jamboree DF Holdings, LP (8,656,572 shares), with Marc Stad being the sole member of the general partners controlling these funds.
• The securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of the issuer.

Sentiment

Score: 7

Explanation: The filing is a routine disclosure of beneficial ownership by a significant institutional investor, indicating a stable, long-term holding without intent to influence control. The presence of a notable investment group as a significant shareholder can be viewed as a positive signal of confidence in the company.

Positives

• The disclosure of a significant 10.5% stake by Dragoneer Investment Group, a notable institutional investor, may signal confidence in JAMF Holding Corp.'s long-term prospects.
• The stated purpose of holding shares in the ordinary course of business, without intent to influence control, suggests a passive, long-term investment approach.

Negatives

• No specific negative information is disclosed in this beneficial ownership filing.

Risks

• This filing, a Schedule 13G, primarily reports beneficial ownership and does not detail specific risks related to JAMF Holding Corp.'s operations or financial performance.

Future Outlook

This Schedule 13G filing does not contain forward-looking statements or guidance regarding the issuer's future outlook.

Management Comments

• This filing is a beneficial ownership report by an investor group and does not include direct management comments from JAMF Holding Corp.

Industry Context

This Schedule 13G filing primarily reports beneficial ownership and does not provide specific analysis of broader industry trends or competitors.

Comparison to Industry Standards

• This filing does not provide information for comparison to industry standards or specific comparable companies, projects, or results.

Stakeholder Impact

• Shareholders: Provides transparency regarding significant institutional ownership, potentially signaling investor confidence.
• Management: Awareness of a large, passive institutional shareholder.

Next Steps

• This filing does not specify future actions, events, or milestones for JAMF Holding Corp. or the reporting persons beyond ongoing compliance with SEC regulations.

Key Dates

Keywords

JAMF Holding Corp, Dragoneer Investment Group, Marc Stad, Beneficial Ownership, Schedule 13G, Common Stock, Institutional Investor, Investment Adviser, SEC Filing