JY
HTBK

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
2020
Q2 		– Sell
-12,800
Closed -$98K – 10448
2020
Q1 		$98K Buy
+12,800
New +$135K ﹤0.01% 9337
2019
Q2 		– Sell
-25,000
Closed -$303K – 10471
2019
Q1 		$303K Sell
25,000
-33,200
-57% -$434K ﹤0.01% 7196
2018
Q4 		$660K Buy
58,200
+24,200
+71% +$336K ﹤0.01% 5480
2018
Q3 		$507K Buy
+34,000
New +$538K ﹤0.01% 6495
2017
Q4 		– Sell
-48,300
Closed -$687K – 9523
2017
Q3 		$687K Buy
48,300
+23,000
+91% +$315K ﹤0.01% 5965
2017
Q2 		$349K Buy
25,300
+11,700
+86% +$162K ﹤0.01% 7300
2017
Q1 		$192K Sell
13,600
-30,200
-69% -$424K ﹤0.01% 8032
2016
Q4 		$632K Buy
43,800
+13,600
+45% +$165K ﹤0.01% 6487
2016
Q3 		$330K Buy
+30,200
New +$334K ﹤0.01% 6774

Other funds holding HTBK

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