SCHEDULE 13G/A: Dragoneer Investment Group and Marc Stad Disclose 6.7% Stake in JAMF Holding Corp.

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.

Summary

• Marc Stad and Dragoneer Investment Group, LLC have filed a Schedule 13G, reporting their beneficial ownership in JAMF Holding Corp.
• The filing indicates that the reporting persons collectively beneficially own 8,818,589 shares of JAMF Holding Corp.'s common stock.
• This ownership represents 6.7% of the total outstanding common stock of JAMF Holding Corp.
• The percentage calculation is based on 131,864,700 shares of common stock outstanding as of April 23, 2025, as reported in JAMF's Quarterly Report on Form 10-Q filed on May 6, 2025.
• Both Marc Stad and Dragoneer Investment Group, LLC share voting and dispositive power over these 8,818,589 shares.
• The filing certifies that 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: 5

Explanation: The document is a factual disclosure of beneficial ownership and does not contain information that would inherently indicate positive or negative sentiment regarding the company's performance or outlook. It reflects a significant, passive investment.

Positives

• A notable investment firm, Dragoneer Investment Group, and its managing member, Marc Stad, have taken a significant 6.7% stake in JAMF Holding Corp., which can be interpreted as a vote of confidence in the company's prospects.

Risks

• The filing states that the securities were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities.

Future Outlook

This Schedule 13G filing does not contain forward-looking statements or guidance from JAMF Holding Corp. It solely reports the beneficial ownership stake of Marc Stad and Dragoneer Investment Group, LLC.

Management Comments

• Marc Stad and Dragoneer Investment Group, LLC certified that 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 JAMF Holding Corp.

Industry Context

This filing is a standard disclosure of a significant passive ownership stake by an investment firm, which is common practice in the financial industry. It does not provide specific insights into broader industry trends for JAMF Holding Corp.'s sector.

Stakeholder Impact

• Shareholders: Provides transparency regarding a significant ownership stake by a prominent investment firm, which may be viewed as a positive signal of investor confidence.

Key Dates

Keywords

JAMF Holding Corp., Dragoneer Investment Group, Marc Stad, Schedule 13G, beneficial ownership, common stock, institutional investment