JY
BCPC

Jeff Yass’s Balchem Corp BCPC Stock Holding History

Jeff Yass’s Portfolio BCPC Stock Details BCPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.49M Buy
8,800
+5,100
+138% +$847K ﹤0.01% 7187
2026
Q1 		$627K Buy
3,700
+1,500
+68% +$255K ﹤0.01% 9079
2025
Q4 		$337K Sell
2,200
-1,500
-41% -$229K ﹤0.01% 9676
2025
Q3 		$555K Sell
3,700
-2,500
-40% -$394K ﹤0.01% 8714
2025
Q2 		$987K Sell
6,200
-200
-3% -$32.4K ﹤0.01% 7464
2025
Q1 		$1.06M Buy
6,400
+1,800
+39% +$295K ﹤0.01% 7109
2024
Q4 		$750K Sell
4,600
-1,000
-18% -$174K ﹤0.01% 7661
2024
Q3 		$986K Buy
+5,600
New +$954K ﹤0.01% 6816
2023
Q2 		– Sell
-8,500
Closed -$1.08M – 13347
2023
Q1 		$1.08M Buy
+8,500
New +$1.1M ﹤0.01% 6618
2020
Q3 		– Sell
-4,500
Closed -$427K – 11266
2020
Q2 		$427K Buy
+4,500
New +$421K ﹤0.01% 7698
2020
Q1 		– Sell
-13,300
Closed -$1.35M – 11027
2019
Q4 		$1.35M Buy
13,300
+6,500
+96% +$656K ﹤0.01% 4973
2019
Q3 		$674K Buy
+6,800
New +$648K ﹤0.01% 6610
2018
Q4 		– Sell
-3,300
Closed -$370K – 10143
2018
Q3 		$370K Sell
3,300
-1,400
-30% -$147K ﹤0.01% 7065
2018
Q2 		$461K Sell
4,700
-6,500
-58% -$606K ﹤0.01% 6955
2018
Q1 		$916K Sell
11,200
-3,900
-26% -$307K ﹤0.01% 5436
2017
Q4 		$1.22M Buy
+15,100
New +$1.26M ﹤0.01% 4852
2017
Q3 		– Sell
-28,200
Closed -$2.19M – 9765
2017
Q2 		$2.19M Buy
28,200
+22,600
+404% +$1.8M ﹤0.01% 3760
2017
Q1 		$462K Buy
+5,600
New +$471K ﹤0.01% 6626
2014
Q3 		– Sell
-4,000
Closed -$214K – 10031
2014
Q2 		$214K Buy
+4,000
New +$229K ﹤0.01% 8944

Other funds holding BCPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Jeff Yass's BCPC Position: Q2 2026 in Review

Jeff Yass reduced its Balchem Corp (BCPC) stake by 62% in Q2 2026, selling an estimated $1.26M and leaving 4,691 shares worth $793K. The position accounts for ﹤0.01% of the portfolio, ranked #8807.

Jeff Yass first reported a position in BCPC in Q2 2013 and has held it in 38 quarters since. The position peaked at $6.95M in Q1 2025. 414 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

  • Jeff Yass held 4,691 shares of Balchem Corp worth $793K as of Q2 2026.
  • Jeff Yass sold 7,590 Balchem Corp shares in Q2 2026, an estimated $1.26M.
  • Balchem Corp made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #8807 holding.
  • Jeff Yass first reported a position in Balchem Corp in Q2 2013 and has held it in 38 quarters since.
  • Jeff Yass's Balchem Corp position peaked at $6.95M in Q1 2025.
  • 414 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

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