RLX

RLX Technology Inc-ADR Cross-source read$1.80 1.12%
Consumer StaplesCUSIP 74969N103· EOD Sep 4, 2026

Among active 13F managers last quarter, 10 opened and 11 added, while 19 reduced; the largest holder to move was First Beijing Investment Ltd (−0.5%). No open-market insider trades in the last 180 days.

Tracked 13F holders
93
34 in Q2 2026 filings
13F value (tracked)
$453.6M
Smart-money readNeutral
Net sellingNet buying
Funds · active managers, latest 13F
21 adding · 19 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

No leg leans either way.

Price & smart-money activity

$1.80 1.12%5Y -73.9%
$0.53$2.24$3.95$5.66$7.3720212022202320242025202622112311171814171912252215171015131414191914152124142322202114241425221523231013
Hover for who · click for detailEnd-of-day closing prices52w $1.78 – $2.73

Who owns RLX?

93 tracked 13F filers · ranked by shares held

93 tracked 13F filers disclose a position in RLX as of the latest SEC 13F filings, a combined $453.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1First Beijing Investment Ltd59.8M
$113.7M
−0.5%
Reduced · −308K sh
Q2 2026
2IDG China Venture Capital Fund V Associates L.P.55.1M
$104.6M
−3.6%
Reduced · −2.1M sh
Q2 2026
3Vanguard Capital Management LLC20.9M
$39.8M
−2.5%
Reduced · −547K sh
Q2 2026
4Olp Capital Management Ltd13.3M
$25.3M
+1.0%
Added · +135K sh
Q2 2026
5BlackRock, Inc.9.6M
$18.3M
+1.1%
Added · +110K sh
Q2 2026
6D. E. Shaw & Co., Inc.9.6M
$21.1M
+1.9%
Added · +176K sh
Q1 2026
7Perseverance Asset Management International7.4M
$14.0M
−1.8%
Reduced · −135K sh
Q2 2026
8Oasis Management Co Ltd.6.5M
$12.3M
Held
Q2 2026
9Barclays PLC6.0M
$13.3M
~0%
Reduced · −1K sh
Q1 2026
10Morgan Stanley5.8M
$12.7M
−7.7%
Reduced · −482K sh
Q1 2026
11Vanguard Fiduciary Trust Co5.6M
$10.7M
+0.5%
Added · +28K sh
Q2 2026
12Pictet Asset Management Holding SA3.8M
$8.3M
16×
Added · +3.5M sh
Q1 2026
13State Street Corp3.0M
$5.7M
−10%
Reduced · −334K sh
Q2 2026
14Marshall Wace, LLP2.6M
$5.8M
+344%
Added · +2.0M sh
Q1 2026
15Bank Of America Corp2.4M
$5.4M
+113%
Added · +1.3M sh
Q1 2026
16Goldman Sachs Group Inc2.2M
$4.9M
−5.2%
Reduced · −121K sh
Q1 2026
17Connor, Clark & Lunn Investment Management Ltd.2.2M
$4.1M
−0.1%
Reduced · −3K sh
Q2 2026
18Capitolis Liquid Global Markets LLC1.5M
$2.9M
Held
Q2 2026
19UBS Group AG1.3M
$2.9M
−27%
Reduced · −479K sh
Q1 2026
20Vanguard Asset Management, Ltd1.0M
$1.9M
+1.1%
Added · +11K sh
Q2 2026
21Renaissance Technologies LLC898K
$2.0M
New
+898K sh
Q1 2026
22Charles Schwab Investment Management Inc865K
$1.9M
−0.3%
Reduced · −3K sh
Q1 2026
23Legal & General Group Plc826K
$1.8M
−6.4%
Reduced · −57K sh
Q1 2026
24Citadel Advisors LLC805K
$1.5M
−75%
Reduced · −2.4M sh
Q2 2026
25Two Sigma Investments, LP628K
$1.4M
+31%
Added · +149K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is RLX being bought or sold by institutions?

Last quarter, 10 funds opened a new position in RLX and 11 added to an existing one, while 19 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
10
funds took a first position
Added
11
added to an existing position
Reduced
19
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own RLX also own

CompanyCo-held byTheir position there
Micron Technology IncMU47 funds$18.1B
Nvidia CorpNVDA46 funds$141.4B
Costco Wholesale CorpCOST45 funds$16.7B
Microsoft CorpMSFT44 funds$102.3B
Amazon.com IncAMZN44 funds$77.5B
Alphabet Inc-CL AGOOGL44 funds$57.8B
Eli Lilly & CoLLY44 funds$27.1B
Sandisk CorpSNDK44 funds$7.4B
Broadcom IncAVGO43 funds$63.2B
Alphabet Inc-CL CGOOG43 funds$50.6B
Meta Platforms Inc-Class AMETA43 funds$39.5B
JPMorgan Chase & CoJPM43 funds$22.9B

Ranked by how many of RLX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in RLX.

Insider activity (Form 4)

Full insider page →

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
2339
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0
Sector rotation
RLX is in Consumer Staples, which smart money is rotating OUT OF
$5.3B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

34 tracked filers in Q2 2026 filingsstill filing
04692Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $286.2M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

1 most recent

Keep exploring

Connected entities for RLX

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Ask your agent what changed in RLX

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/RLX/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for RLX.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for RLX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.