$YMM

$8.42 +$0.07 (0.84%) Close

$YMM Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 20.84B shares outstanding

Who owns YMM?

By type of holder

Institutions 3.6% Insiders 0.0% Everyone else 96.5%

Concentration Top 10 holders own 1.9%

First Beijing Investment Ltd 0.4% · FIL Ltd 0.3%

Institutional ownership

3.6%

+0.1 pts vs last qtr

Institutional holders

244

+41 vs last qtr

Net shares bought

+22.0M

by institutions in Q2 2026

New / sold out

86 / 45

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +31.1M
Norges Bank NEW +9.2M

Biggest sellers in Q2 2026

Aspex Management (HK) Ltd SOLD OUT −21.8M
Schroder Investment Management Group −21.0M

Who is planning to sell?

Notices of proposed sale, last 12 months

$1.31M

1 notice from 1 person

Shares covered

148.0K

0.00% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

All-Stars Investment Ltd Affiliate $1.31M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2019–FY2025

+534.2%

+36.05% a year

Each share's claim on the business

−84.2%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$185M vs $9.24B

over 7 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years20% 3–5 years37% 1–3 years32% Under 1 year11%

Quarterly turnover

15.9%

of institutional shares changed hands

Top 10 managers, median time held

4.5 years

Super Investors

Investment managers reporting YMM on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
FB First Beijing Investment Ltd	91.8M	0.44%	+1.8M (+2.0%)	2024	30.5%
Shares held by quarter Peak holding91.8M (Q2'26) Change over 8 quarters+78.1M Share of the company0.440% First Beijing Investment Ltd's full portfolio →
F FIL Ltd	60.5M	0.29%	−2.7M (−4.3%)	≤2021	0.4%
Shares held by quarter Peak holding64.4M (Q4'25) Change over 8 quarters+32.3M Share of the company0.290% FIL Ltd's full portfolio →

First Beijing Investment Ltd

91.8M

% of company

0.44%

Change vs last qtr

+1.8M (+2.0%)

Held since

2024

FIL Ltd

60.5M

% of company

0.29%

Change vs last qtr

−2.7M (−4.3%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Full Truck Alliance Co. Ltd., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting YMM on Form N-PORT; together they hold 0.5% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
KC KraneShares CSI China Internet ETF Krane Shares Trust	$204M	25.1M	0.12%	4.15%	June 30, 2026
ID Invesco Developing Markets Fund AIM Investment Funds (Invesco Investment Funds)	$118M	12.5M	0.06%	1.34%	July 31, 2026

KraneShares CSI China Internet ETF

Krane Shares Trust

Position value

$204M

% of company

0.12%

% of the fund

4.15%

As of

June 30, 2026

Invesco Developing Markets Fund

AIM Investment Funds (Invesco Investment Funds)

Position value

$118M

% of company

0.06%

% of the fund

1.34%

As of

July 31, 2026

23 more funds behind a free account

See every fund holding Full Truck Alliance Co. Ltd. and how much of the fund the position is.

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