QSBS Eligibility: How Investment Firms Track It

August 5, 2026 3:42 pm Published by

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So far, more than half of respondents keep track of which investments are QSBS (Qualified Small Business Stock) eligible.

Do you keep track of which investments are QSBS eligible? Yes 58%, No 42%. N=12.

But only 17% have a strategy for structuring investments to improve or preserve that eligibility.

Do you have a strategy for structuring investments to improve or preserve QSBS eligibility? Yes 17%, No 83%. N=12.

Among those who track it, eligibility varies — equal shares report that less than 50% or 50–80% of their investments qualify, with a smaller group above 80%.

What percentage of your investments are QSBS eligible? Less than 50%: 43%, 50-80%: 43%, More than 80%: 14%. N=7.

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This post was written by jody

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