ZKH

ZKH Group Ltd Cross-source read
Consumer DiscretionaryCUSIP 98877R104

Among active 13F managers last quarter, 2 opened and 1 added, while 4 reduced; the largest holder to move was FIL Ltd (+6.4%). No open-market insider trades in the last 180 days.

Tracked 13F holders
18
6 in Q2 2026 filings
13F value (tracked)
$62.8M
Smart-money readNeutral
Net sellingNet buying
Funds · active managers, latest 13F
3 adding · 4 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.

Who owns ZKH?

18 tracked 13F filers · ranked by shares held

18 tracked 13F filers disclose a position in ZKH as of the latest SEC 13F filings, a combined $62.8M 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
1Canada Pension Plan Investment Board10.6M
$31.4M
Held
Q1 2026
2FIL Ltd8.1M
$24.0M
+6.4%
Added · +485K sh
Q1 2026
3Boundless Plain Holdings Ltd2.4M
$5.4M
Held
Q2 2026
4JPMorgan Chase & Co411K
$1.3M
+644%
Added · +356K sh
Q1 2026
5Renaissance Technologies LLC90K
$266K
−1.7%
Reduced · −2K sh
Q1 2026
6Citadel Advisors LLC66K
$149K
−0.5%
Reduced · −334 sh
Q2 2026
7Oasis Management Co Ltd.50K
$113K
Held
Q2 2026
8Goldman Sachs Group Inc25K
$74K
−14%
Reduced · −4K sh
Q1 2026
9XTX Topco Ltd15K
$45K
−12%
Reduced · −2K sh
Q1 2026
10Centiva Capital, LP14K
$42K
−13%
Reduced · −2K sh
Q1 2026
11State Street Corp11K
$24K
−3.8%
Reduced · −428 sh
Q2 2026
12FMR LLC2K
$5K
Held
Q1 2026
13Quarry LP621
$1K
New
+621 sh
Q2 2026
14Royal Bank Of Canada503
$1K
New
+503 sh
Q1 2026
15Rhumbline Advisers432
$1K
Held
Q1 2026
16BlackRock, Inc.291
$861
Held
Q1 2026
17Tower Research Capital LLC (TRC)259
$767
New
+259 sh
Q1 2026
18Caitong International Asset Management Co., Ltd3
$7
−70%
Reduced · −7 sh
Q2 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 ZKH being bought or sold by institutions?

Last quarter, 2 funds opened a new position in ZKH and 1 added to an existing one, while 4 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
2
funds took a first position
Added
1
added to an existing position
Reduced
4
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor
  • +6.4%FIL Ltd
    $24.0M · 8.1M shQ1 2026

Funds that own ZKH also own

CompanyCo-held byTheir position there
Micron Technology IncMU8 funds$2.5B
PDD Holdings IncPDD8 funds$1.0B
Bloom Energy Corp- ABE8 funds$171.1M
Nvidia CorpNVDA7 funds$5.6B
Apple IncAAPL7 funds$4.8B
Alphabet Inc-CL AGOOGL7 funds$4.0B
Toronto-Dominion BankTD7 funds$2.5B
Texas Instruments IncTXN7 funds$2.2B
Canadian Natl Railway CoCNI7 funds$1.9B
JPMorgan Chase & CoJPM7 funds$1.8B
Cenovus Energy IncCVE7 funds$1.3B
Cme Group IncCME7 funds$1.2B

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

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
27
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0
Sector rotation
ZKH is in Consumer Discretionary, which smart money is rotating OUT OF
$8.8B

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

6 tracked filers in Q2 2026 filingsstill filing
0917Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $5.7M
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

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Connected entities for ZKH

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Ask your agent what changed in ZKH

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

13F holdings + Form 4 insider transactions + the live filing stream, joined for ZKH. Filings are public domain, sourced to SEC EDGAR.