JY
LUNA

Jeff Yass’s Luna Innovations Incorporated LUNA Stock Holding History

Jeff Yass’s Portfolio LUNA Stock Details LUNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-49,500
Closed -$159K – 13622
2024
Q1 		$159K Buy
49,500
+37,300
+306% +$238K ﹤0.01% 10848
2023
Q4 		$81.1K Sell
12,200
-20,300
-62% -$125K ﹤0.01% 11469
2023
Q3 		$190K Buy
+32,500
New +$246K ﹤0.01% 10284
2023
Q2 		– Sell
-45,600
Closed -$328K – 13786
2023
Q1 		$328K Buy
45,600
+15,700
+53% +$139K ﹤0.01% 9517
2022
Q4 		$263K Buy
+29,900
New +$190K ﹤0.01% 9427
2022
Q1 		– Sell
-15,500
Closed -$131K – 14655
2021
Q4 		$131K Buy
+15,500
New +$139K ﹤0.01% 11947

Other funds holding LUNA

GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $821M AUM 4.23% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
VWA
VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MMCM
Murphy & Mullick Capital Management Smithtown, New York $161M AUM 39.43% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Jeff Yass's LUNA Position: Q1 2025 in Review

Jeff Yass sold out of Luna Innovations Incorporated (LUNA) in Q1 2025, closing a stake of 61,561 shares — an estimated $133K sold.

Jeff Yass first reported a position in LUNA in Q3 2015 and held it in 17 quarters. The position peaked at $1.65M in Q1 2023. 10 funds tracked by Wall St. Rank hold LUNA as of Q1 2025.

  • Jeff Yass reported no remaining Luna Innovations Incorporated position as of Q1 2025 after selling out during the quarter.
  • Jeff Yass sold 61,561 Luna Innovations Incorporated shares in Q1 2025, an estimated $133K.
  • Jeff Yass first reported a position in Luna Innovations Incorporated in Q3 2015 and held it in 17 quarters.
  • Jeff Yass's Luna Innovations Incorporated position peaked at $1.65M in Q1 2023.
  • 10 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q1 2025.

Based on Susquehanna International Group's 13F filing for Q1 2025, filed 14 May 2025.