JY
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Jeff Yass’s Franklin Covey FC Stock Holding History

Jeff Yass’s Portfolio FC Stock Details FC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9,900
Closed -$389K – 12346
2024
Q1 		$389K Buy
+9,900
New +$395K ﹤0.01% 9095
2021
Q4 		– Sell
-9,100
Closed -$371K – 13321
2021
Q3 		$371K Buy
+9,100
New +$350K ﹤0.01% 10097
2021
Q1 		– Sell
-12,100
Closed -$269K – 12400
2020
Q4 		$269K Buy
+12,100
New +$252K ﹤0.01% 9492
2019
Q4 		– Sell
-21,600
Closed -$756K – 9947
2019
Q3 		$756K Sell
21,600
-96,800
-82% -$3.49M ﹤0.01% 6335
2019
Q2 		$4.03M Buy
118,400
+55,100
+87% +$1.63M ﹤0.01% 3014
2019
Q1 		$1.6M Sell
63,300
-30,700
-33% -$766K ﹤0.01% 4116
2018
Q4 		$2.1M Sell
94,000
-1,400
-1% -$31.3K ﹤0.01% 3456
2018
Q3 		$2.26M Sell
95,400
-23,600
-20% -$588K ﹤0.01% 3797
2018
Q2 		$2.92M Buy
119,000
+29,900
+34% +$804K ﹤0.01% 3424
2018
Q1 		$2.4M Buy
89,100
+60,700
+214% +$1.65M ﹤0.01% 3590
2017
Q4 		$589K Buy
28,400
+8,100
+40% +$159K ﹤0.01% 6327
2017
Q3 		$412K Buy
20,300
+100
+0.5% +$1.86K ﹤0.01% 6854
2017
Q2 		$390K Sell
20,200
-69,100
-77% -$1.43M ﹤0.01% 7101
2017
Q1 		$1.8M Sell
89,300
-20,200
-18% -$357K ﹤0.01% 3926
2016
Q4 		$2.21M Buy
109,500
+67,500
+161% +$1.32M ﹤0.01% 3867
2016
Q3 		$748K Buy
+42,000
New +$678K ﹤0.01% 5342

Other funds holding FC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

Jeff Yass's FC Position: Q3 2025 in Review

Jeff Yass sold out of Franklin Covey (FC) in Q3 2025, closing a stake of 14,541 shares — an estimated $332K sold.

Jeff Yass first reported a position in FC in Q3 2016 and held it in 25 quarters. The position peaked at $7.21M in Q2 2017. 113 funds tracked by Wall St. Rank hold FC as of Q3 2025.

  • Jeff Yass reported no remaining Franklin Covey position as of Q3 2025 after selling out during the quarter.
  • Jeff Yass sold 14,541 Franklin Covey shares in Q3 2025, an estimated $332K.
  • Jeff Yass first reported a position in Franklin Covey in Q3 2016 and held it in 25 quarters.
  • Jeff Yass's Franklin Covey position peaked at $7.21M in Q2 2017.
  • 113 funds tracked by Wall St. Rank held Franklin Covey as of Q3 2025.

Based on Susquehanna International Group's 13F filing for Q3 2025, filed 14 Nov 2025.