JY
ADV icon

Jeff Yass’s Advantage Solutions ADV Stock Holding History

Jeff Yass’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,508
Closed -$55.2K – 13080
2025
Q4 		$55.2K Buy
2,508
+1,068
+74% +$30.9K ﹤0.01% 11719
2025
Q3 		$55.1K Sell
1,440
-5,144
-78% -$214K ﹤0.01% 11832
2025
Q2 		$217K Sell
6,584
-881
-12% -$29K ﹤0.01% 11044
2025
Q1 		$282K Buy
7,465
+5,223
+233% +$304K ﹤0.01% 10190
2024
Q4 		$164K Buy
2,242
+447
+25% +$36.5K ﹤0.01% 10948
2024
Q3 		$154K Sell
1,795
-1,625
-48% -$150K ﹤0.01% 10717
2024
Q2 		$275K Buy
3,420
+1,500
+78% +$140K ﹤0.01% 9646
2024
Q1 		$208K Sell
1,920
-2,494
-57% -$245K ﹤0.01% 10520
2023
Q4 		$399K Buy
4,414
+3,969
+892% +$282K ﹤0.01% 9183
2023
Q3 		$31.6K Sell
445
-1,371
-75% -$91K ﹤0.01% 11468
2023
Q2 		$106K Sell
1,816
-587
-24% -$25.1K ﹤0.01% 10911
2023
Q1 		$94.9K Buy
2,403
+1,168
+95% +$66K ﹤0.01% 11336
2022
Q4 		$64.2K Sell
1,235
-489
-28% -$30.7K ﹤0.01% 11256
2022
Q3 		$92K Sell
1,724
-3,810
-69% -$351K ﹤0.01% 11765
2022
Q2 		$526K Buy
5,534
+5,111
+1,208% +$617K ﹤0.01% 8134
2022
Q1 		$67K Sell
423
-693
-62% -$120K ﹤0.01% 12153
2021
Q4 		$224K Buy
1,116
+501
+81% +$103K ﹤0.01% 11204
2021
Q3 		$133K Buy
+615
New +$144K ﹤0.01% 11874
2021
Q2 		– Sell
-17,942
Closed -$5.54M – 12478
2021
Q1 		$5.3M Buy
+17,942
New +$4.78M ﹤0.01% 3808

Other funds holding ADV

CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
CMHI
CVC Management Holdings II St. Helier, Jersey $467M AUM 9.23% 1-Year Est. Return
AP
Atairos Partners Bryn Mawr, Pennsylvania $41.1M AUM 4.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return

Jeff Yass's ADV Position: Q1 2026 in Review

Jeff Yass sold out of Advantage Solutions (ADV) in Q1 2026, closing a stake of 2,508 shares — an estimated $55.2K sold.

Jeff Yass first reported a position in ADV in Q1 2021 and held it in 19 quarters. The position peaked at $5.3M in Q1 2021. 69 funds tracked by Wall St. Rank hold ADV as of Q1 2026.

  • Jeff Yass reported no remaining Advantage Solutions position as of Q1 2026 after selling out during the quarter.
  • Jeff Yass sold 2,508 Advantage Solutions shares in Q1 2026, an estimated $55.2K.
  • Jeff Yass first reported a position in Advantage Solutions in Q1 2021 and held it in 19 quarters.
  • Jeff Yass's Advantage Solutions position peaked at $5.3M in Q1 2021.
  • 69 funds tracked by Wall St. Rank held Advantage Solutions as of Q1 2026.

Based on Susquehanna International Group's 13F filing for Q1 2026, filed 15 May 2026.