Jeff Yass’s Heritage Commerce HTBK Stock Holding History

Jeff Yass’s Portfolio HTBK Stock Details HTBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-28,600	Closed	-$245K	–	12539
2024 Q1	$245K	Buy	28,600 +2,500	+10%	+$21.8K	﹤0.01%	10154
2023 Q4	$259K	Buy	+26,100	New	+$230K	﹤0.01%	10145
2021 Q2	–	Sell	-35,700	Closed	-$436K	–	12845
2021 Q1	$436K	Buy	+35,700	New	+$357K	﹤0.01%	9790
2019 Q4	–	Sell	-66,600	Closed	-$783K	–	10088
2019 Q3	$783K	Buy	66,600 +54,200	+437%	+$644K	﹤0.01%	6245
2019 Q2	$152K	Buy	+12,400	New	+$153K	﹤0.01%	9359
2018 Q1	–	Sell	-23,700	Closed	-$363K	–	9679
2017 Q4	$363K	Buy	+23,700	New	+$361K	﹤0.01%	7240

Other funds holding HTBK

LWM

Liberty Wealth Management Oakland, California $800M AUM 22.73% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Jeff Yass's HTBK Position: Q2 2026 in Review

Jeff Yass sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 351,822 shares — an estimated $4.39M sold.

Jeff Yass first reported a position in HTBK in Q1 2016 and held it in 35 quarters. The position peaked at $4.39M in Q1 2026. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

Jeff Yass reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 351,822 Heritage Commerce shares in Q2 2026, an estimated $4.39M.
Jeff Yass first reported a position in Heritage Commerce in Q1 2016 and held it in 35 quarters.
Jeff Yass's Heritage Commerce position peaked at $4.39M in Q1 2026.
2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

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