Broad Bay Capital Management’s Reddit RDDT Stock Holding History

Broad Bay Capital Management’s Portfolio RDDT Stock Details RDDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$56M	Buy	+322,700	New	+$51.7M	5.23%	7
2026 Q1	–	Sell	-215,124	Closed	-$49.5M	–	39
2025 Q4	$49.5M	Buy	215,124 +5,282	+3%	+$1.11M	5.17%	8
2025 Q3	$48.3M	Buy	209,842 +14,229	+7%	+$2.9M	5.97%	6
2025 Q2	$29.5M	Buy	+195,613	New	+$22.2M	3.47%	11
2025 Q1	–	Sell	-328,860	Closed	-$54.4M	–	28
2024 Q4	$53.7M	Sell	328,860 -158,840	-33%	-$19.6M	6.6%	3
2024 Q3	$32.1M	Buy	+487,700	New	+$30.1M	4.42%	7

Other funds holding RDDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Broad Bay Capital Management's RDDT Position: Q2 2026 in Review

Broad Bay Capital Management opened a new position in Reddit (RDDT) in Q2 2026: 322,700 shares worth $56M. The stake represents 5.23% of the portfolio and ranks #7 among its holdings. This is a return to the name: Broad Bay Capital Management previously reported a position in RDDT as recently as Q4 2025.

Broad Bay Capital Management first reported a position in RDDT in Q3 2024 and has held it in 6 quarters since. 894 funds tracked by Wall St. Rank hold RDDT as of Q2 2026.

Broad Bay Capital Management held 322,700 shares of Reddit worth $56M as of Q2 2026.
Reddit was a new Broad Bay Capital Management position in Q2 2026.
Reddit made up 5.23% of Broad Bay Capital Management's portfolio in Q2 2026, its #7 holding.
Broad Bay Capital Management first reported a position in Reddit in Q3 2024 and has held it in 6 quarters since.
894 funds tracked by Wall St. Rank held Reddit as of Q2 2026.

Based on Broad Bay Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.