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JMIA in the 13F filings

Jumia Technologies Ag-adr · CUSIP 48138M105

Sector · Consumer discretionaryTheme · Consumer and digital platforms· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
2 Sep 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
8
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 1 listed it in both
Shares listed
6,120,653
combined, among listed positions
Reported value
$43m
combined, at the quarter end

Among the 91 comparable managers: 3 buyers (opened or added shares) and 11 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -2,805,358.

Managers listing JMIA in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

8 of 8 holders

ActionFiling
D. E. Shaw & Co.1,408,044$9.9munder 0.1%Trimmed-1,606,35314 Aug 2026 (the filing on sec.gov)
Tudor Investment Corp1,236,404$8.7munder 0.1%Added+711,40414 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP1,076,294$7.6munder 0.1%Trimmed-1,881,30614 Aug 2026 (the filing on sec.gov)
Arrowstreet Capital LP754,565$5.3munder 0.1%Newnew13 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP720,475$5.1munder 0.1%Added+171,53214 Aug 2026 (the filing on sec.gov)
Discovery Capital Management LLC697,226$4.9m0.20%Held014 Aug 2026 (the filing on sec.gov)
Jane Street Group LLC142,314$1.0munder 0.1%Trimmed-120,56014 Aug 2026 (the filing on sec.gov)
Millennium Management LLC85,331$602kunder 0.1%Trimmed-224,33514 Aug 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (7)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
1 in Q2 2024 to 1 in Q2 2026

Tracked managers listing it, at least.

012342020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
JMIA by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20193$248mn.a.n.a.
Q3 20191$71mn.a.n.a.
Q4 20192$71mn.a.n.a.
Q1 20202$33mn.a.n.a.
Q2 20202$63mn.a.n.a.
Q3 20201$72mn.a.n.a.
Q4 20204$477mn.a.n.a.
Q1 20214$404mn.a.n.a.
Q2 20212$377mn.a.n.a.
Q3 20211$176mn.a.n.a.
Q4 20211$113mn.a.n.a.
Q1 20221$96mn.a.n.a.
Q2 20221$60mn.a.n.a.
Q3 20221$57mn.a.n.a.
Q4 20221$30mn.a.n.a.
Q1 20231$31mn.a.n.a.
Q2 20231$32mn.a.n.a.
Q3 20231$25mn.a.n.a.
Q4 20231$33m01
Q1 20241$47m01
Q2 20241$64m01
Q3 20241$48m01
Q4 20241$34m01
Q1 20251$19m01
Q3 20251$12m10
Q4 20251$12m812
Q1 20261$4.8m79
Q2 20261$4.9m311

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

JMIA and GOOGL →JMIA and AMZN →JMIA and GOOG →Choose a stock to compare with JMIA →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own JMIA, latest filings →Back to the 13F Explorer →