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Jeff Yass’s BigBear.ai BBAI Stock Holding History

Jeff Yass’s Portfolio BBAI Stock Details BBAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.3M Sell
3,352,400
-176,800
-5% -$707K ﹤0.01% 3060
2026
Q1 		$12.4M Sell
3,529,200
-4,939,400
-58% -$22.9M ﹤0.01% 2803
2025
Q4 		$45.7M Buy
8,468,600
+1,601,800
+23% +$10.5M 0.01% 1435
2025
Q3 		$44.8M Buy
6,866,800
+1,701,700
+33% +$10.9M 0.01% 1429
2025
Q2 		$35.1M Buy
5,165,100
+1,922,700
+59% +$6.95M ﹤0.01% 1453
2025
Q1 		$9.27M Buy
3,242,400
+5,600
+0.2% +$26.7K ﹤0.01% 2625
2024
Q4 		$14.4M Buy
3,236,800
+2,603,200
+411% +$5.89M ﹤0.01% 2218
2024
Q3 		$925K Sell
633,600
-13,500
-2% -$19.9K ﹤0.01% 6966
2024
Q2 		$977K Sell
647,100
-107,700
-14% -$168K ﹤0.01% 6652
2024
Q1 		$1.55M Buy
754,800
+333,900
+79% +$739K ﹤0.01% 5928
2023
Q4 		$901K Buy
420,900
+56,000
+15% +$90.6K ﹤0.01% 7241
2023
Q3 		$551K Sell
364,900
-181,100
-33% -$315K ﹤0.01% 8004
2023
Q2 		$1.28M Sell
546,000
-720,600
-57% -$1.83M ﹤0.01% 6114
2023
Q1 		$3.09M Buy
1,266,600
+1,222,400
+2,766% +$3.26M ﹤0.01% 4274
2022
Q4 		$29.6K Sell
44,200
-66,000
-60% -$71.2K ﹤0.01% 11625
2022
Q3 		$173K Sell
110,200
-362,900
-77% -$798K ﹤0.01% 11050
2022
Q2 		$1.74M Buy
473,100
+200,700
+74% +$1.56M ﹤0.01% 5211
2022
Q1 		$2.25M Sell
272,400
-91,700
-25% -$560K ﹤0.01% 5212
2021
Q4 		$2.06M Buy
+364,100
New +$2.65M ﹤0.01% 5425

Other funds holding BBAI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jeff Yass's BBAI Position: Q2 2026 in Review

Jeff Yass increased its BigBear.ai (BBAI) stake by 20% in Q2 2026, buying an estimated $1.38M and bringing the position to 2,115,759 shares worth $7.76M. The position accounts for ﹤0.01% of the portfolio, ranked #3798.

Jeff Yass first reported a position in BBAI in Q3 2022 and has held it in 16 quarters since. The position peaked at $14.7M in Q2 2025. 327 funds tracked by Wall St. Rank hold BBAI as of Q2 2026.

  • Jeff Yass held 2,115,759 shares of BigBear.ai worth $7.76M as of Q2 2026.
  • Jeff Yass bought 346,324 BigBear.ai shares in Q2 2026, an estimated $1.38M.
  • BigBear.ai made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #3798 holding.
  • Jeff Yass first reported a position in BigBear.ai in Q3 2022 and has held it in 16 quarters since.
  • Jeff Yass's BigBear.ai position peaked at $14.7M in Q2 2025.
  • 327 funds tracked by Wall St. Rank held BigBear.ai as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.