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YMM in the 13F filings

Full Truck Alliance Co LTD · CUSIP 35969L108

Sector · Software and IT servicesTheme · Cloud and enterprise software· L3VLUP-definedTheme · Prepackaged software
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Mar 2026
the date the book describes
Filed
20 May 2026
latest of these filings; the earliest 8 May 2026
Managers listing it
23
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 2 listed it in both
Shares listed
99,870,619
combined, among listed positions
Reported value
$829m
combined, at the quarter end

Among the 91 comparable managers: 16 buyers (opened or added shares) and 8 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -1,413,132.

Managers listing YMM in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

23 of 23 holders

ActionFiling
Invesco Ltd60,060,841$499munder 0.1%Added+1,788,17012 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.11,240,095$93m0.06%Added+10,232,63515 May 2026 (the filing on sec.gov)
Marshall Wace LLP7,964,011$66m0.07%Added+5,882,51215 May 2026 (the filing on sec.gov)
Voloridge Investment Management LLC4,716,438$39m0.16%Newnew15 May 2026 (the filing on sec.gov)
Millennium Management LLC4,679,856$39munder 0.1%Added+4,646,73415 May 2026 (the filing on sec.gov)
Wellington Management Group LLP2,311,532$19munder 0.1%Trimmed-5,880,06015 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP2,007,885$17munder 0.1%Added+1,933,30915 May 2026 (the filing on sec.gov)
Capital World Investors1,970,812$16munder 0.1%Newnew13 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC1,396,629$12munder 0.1%Newnew14 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd1,392,466$12munder 0.1%Trimmed-828,73818 May 2026 (the filing on sec.gov)
Citadel Advisors LLC1,028,630$8.5munder 0.1%Added+588,78715 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc697,661$5.8munder 0.1%Held015 May 2026 (the filing on sec.gov)
Winton Group Ltd104,000$863kunder 0.1%Newnew12 May 2026 (the filing on sec.gov)
Quantbot Technologies LP88,464$734kunder 0.1%Newnew13 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC66,399$551kunder 0.1%Trimmed-55,77715 May 2026 (the filing on sec.gov)
Caxton Associates LLP63,000$523kunder 0.1%Newnew14 May 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP23,944$199kunder 0.1%Newnew14 May 2026 (the filing on sec.gov)
Jane Street Group LLC17,027$141kunder 0.1%Trimmed-2,212,35312 May 2026 (the filing on sec.gov)
Verition Fund Management LLC16,315$135kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP11,261$93kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Walleye Capital LLC7,431$62kunder 0.1%Newnew13 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)4,764$40kunder 0.1%Trimmed-21,739,99915 May 2026 (the filing on sec.gov)
Baillie Gifford & Co1,158$10kunder 0.1%Held08 May 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2025 to Q1 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 (10)

Exited (3)

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.
6 in Q3 2024 to 3 in Q2 2026

Tracked managers listing it, at least.

03581020222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
YMM by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20217$1.0bnn.a.n.a.
Q3 20212$355mn.a.n.a.
Q4 20213$400mn.a.n.a.
Q1 20224$357mn.a.n.a.
Q2 20226$625mn.a.n.a.
Q3 20223$464mn.a.n.a.
Q4 20223$552mn.a.n.a.
Q1 20235$573mn.a.n.a.
Q2 20234$459mn.a.n.a.
Q3 20234$479mn.a.n.a.
Q4 20233$458m11
Q1 20244$390m22
Q2 20247$707m34
Q3 20246$715m15
Q4 20248$803m35
Q1 20259$795m45
Q2 20256$645m43
Q3 20254$815m33
Q4 20253$663m812
Q1 20266$698m168
Q2 20263$541m818

Compare with…

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

YMM and GOOGL →YMM and AMZN →YMM and MSFT →Choose a stock to compare with YMM →

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 YMM, latest filings →Back to the 13F Explorer →