YMM

Full Truck Alliance -SPN ADR$9.34 1.52%
Information TechnologyUSCUSIP 35969L108· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
153
+0 QoQ
13F Value (tracked)
$4.3B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)31 adding · 23 trimming
Insider net (180d)$0

Price & smart-money activity

$9.34 1.52%5Y -42.9%
$3.57$7.49$11.41$15.34$19.26202120222023202420252026152025102519201518222914262312262020282633314423343642366530525948595052495453
Hover for who · click for detailEnd-of-day closing prices52w $7.54 – $14.00
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Ask your agent what changed in YMM

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/YMM/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for YMM.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

Top institutional holders

153 tracked 13F filers
1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1First Beijing Investment Ltd
$747.0M
90.0M
+17%
Added · +13.4M sh
Q1 2026
2FIL Ltd
$524.7M
63.2M
−1.8%
Reduced · −1.2M sh
Q1 2026
3Greenwoods Asset Management Hong Kong Ltd.
$339.9M
41.0M
+43%
Added · +12.4M sh
Q1 2026
4SCHRODER INVESTMENT MANAGEMENT GROUP
$288.6M
34.8M
−27%
Reduced · −13.1M sh
Q1 2026
5Krane Funds Advisors LLC
$236.2M
28.6M
−11%
Reduced · −3.5M sh
Q1 2026
6VANGUARD CAPITAL MANAGEMENT LLC
$198.3M
23.9M
New
+23.9M sh
Q1 2026
7JPMORGAN CHASE & CO
$178.6M
22.1M
+22%
Added · +3.9M sh
Q1 2026
8Mitsubishi UFJ Trust & Banking Corp
$160.3M
19.3M
+9.6%
Added · +1.7M sh
Q1 2026
9OLP CAPITAL MANAGEMENT Ltd
$114.3M
13.8M
−8.3%
Reduced · −1.2M sh
Q1 2026
10SC US (TTGP), LTD.
$108.4M
13.1M
Held
Q1 2026
11D. E. Shaw & Co., Inc.
$93.3M
11.2M
11×
Added · +10.2M sh
Q1 2026
12Alpine Investment Management Ltd
$91.7M
11.1M
+48%
Added · +3.6M sh
Q1 2026
13MORGAN STANLEY
$79.0M
9.5M
−36%
Reduced · −5.3M sh
Q1 2026
14ALKEON CAPITAL MANAGEMENT LLC
$73.9M
8.9M
−37%
Reduced · −5.3M sh
Q1 2026
15NORGES BANK
$92.5M
8.6M
−24%
Reduced · −2.8M sh
Q4 2025
16MARSHALL WACE, LLP
$66.1M
8.0M
+283%
Added · +5.9M sh
Q1 2026
17UBS Group AG
$63.4M
7.6M
−19%
Reduced · −1.8M sh
Q1 2026
18GOLDMAN SACHS GROUP INC
$62.9M
7.6M
+50%
Added · +2.5M sh
Q1 2026
19Qube Research & Technologies Ltd
$62.0M
7.5M
28×
Added · +7.2M sh
Q1 2026
20Mondrian Investment Partners LTD
$61.4M
7.4M
+33%
Added · +1.8M sh
Q1 2026
21VANGUARD FIDUCIARY TRUST CO
$51.8M
6.2M
New
+6.2M sh
Q1 2026
22CITIGROUP INC
$47.3M
5.7M
+329%
Added · +4.4M sh
Q1 2026
23SB INVESTMENT ADVISERS (UK) LTD
$43.8M
5.3M
Held
Q1 2026
24SANDS CAPITAL MANAGEMENT, LLC
$41.3M
5.0M
−19%
Reduced · −1.2M sh
Q1 2026
25VOLORIDGE INVESTMENT MANAGEMENT, LLC
$39.1M
4.7M
New
+4.7M 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.

Fund activity: latest quarter

Opened (NEW)
7
funds
Added
24
funds
Reduced
23
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

150 funds+40 since Q3 2024
083165Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $4.2B · 1 values withheld

Funds that own YMM also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA60 funds$29.8B
MICROSOFT CORPMSFT60 funds$22.1B
APPLE INCAAPL60 funds$21.1B
ALPHABET INC-CL AGOOGL60 funds$18.6B
AMAZON.COM INCAMZN60 funds$17.9B
META PLATFORMS INC-CLASS AMETA60 funds$11.4B
BROADCOM INCAVGO60 funds$11.4B
TAIWAN SEMICONDUCTOR-SP ADRTSM59 funds$9.2B
UNITEDHEALTH GROUP INCUNH59 funds$2.2B
SERVICENOW INCNOW59 funds$1.3B
ELI LILLY & COLLY58 funds$5.1B
NETFLIX INCNFLX58 funds$4.3B

Ranked by how many of YMM's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for YMM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.