- Quarter end
- 31 Mar 2026
- the date the book describes
- Filed
- 15 May 2026
- latest of these filings; the earliest 12 May 2026
- Managers listing it
- 14
- at least, of 95 tracked, among listed positions
- Comparable managers
- 91
- filed both Q4 2025 and Q1 2026; 0 listed it in both
- Shares listed
- 8,926,011
- combined, among listed positions
- Reported value
- $62m
- combined, at the quarter end
Among the 91 comparable managers: 7 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -372,026.
Managers listing JMIA in Q1 2026
14 of 14 holders
Largest increases and reductions, by shares
Increases
- Two Sigma Investments LPexisting position · 2,957,600 shares now+1,232,938
- Discovery Capital Management LLCnew position · 697,226 shares now+697,226
- Tudor Investment Corpnew position · 525,000 shares now+525,000
- Walleye Capital LLCexisting position · 254,053 shares now+254,052
- Millennium Management LLCexisting position · 309,666 shares now+250,443
Reductions
- Jane Street Group LLCexisting position · 262,874 shares now-1,112,197
- D. E. Shaw & Co.existing position · 3,014,397 shares now-1,044,891
- Susquehanna International Group LLPexisting position · 548,943 shares now-651,529
- Point72 Asset Management LPexisting position · 105,051 shares now-160,527
- Verition Fund Management LLCexisting position · 25,658 shares now-121,925
New positions and exits
New (4)
Exited (2)
- Balyasny Asset Management LLCwas $2.2m
- Marshall Wace LLPwas $214k
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2019 | 3 | $248m | n.a. | n.a. |
| Q3 2019 | 1 | $71m | n.a. | n.a. |
| Q4 2019 | 2 | $71m | n.a. | n.a. |
| Q1 2020 | 2 | $33m | n.a. | n.a. |
| Q2 2020 | 2 | $63m | n.a. | n.a. |
| Q3 2020 | 1 | $72m | n.a. | n.a. |
| Q4 2020 | 4 | $477m | n.a. | n.a. |
| Q1 2021 | 4 | $404m | n.a. | n.a. |
| Q2 2021 | 2 | $377m | n.a. | n.a. |
| Q3 2021 | 1 | $176m | n.a. | n.a. |
| Q4 2021 | 1 | $113m | n.a. | n.a. |
| Q1 2022 | 1 | $96m | n.a. | n.a. |
| Q2 2022 | 1 | $60m | n.a. | n.a. |
| Q3 2022 | 1 | $57m | n.a. | n.a. |
| Q4 2022 | 1 | $30m | n.a. | n.a. |
| Q1 2023 | 1 | $31m | n.a. | n.a. |
| Q2 2023 | 1 | $32m | n.a. | n.a. |
| Q3 2023 | 1 | $25m | n.a. | n.a. |
| Q4 2023 | 1 | $33m | 0 | 1 |
| Q1 2024 | 1 | $47m | 0 | 1 |
| Q2 2024 | 1 | $64m | 0 | 1 |
| Q3 2024 | 1 | $48m | 0 | 1 |
| Q4 2024 | 1 | $34m | 0 | 1 |
| Q1 2025 | 1 | $19m | 0 | 1 |
| Q3 2025 | 1 | $12m | 1 | 0 |
| Q4 2025 | 1 | $12m | 8 | 12 |
| Q1 2026 | 1 | $4.8m | 7 | 9 |
| Q2 2026 | 1 | $4.9m | 3 | 11 |
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 →