L3VLUP

YMM in the 13F filings

Full Truck Alliance Co LTD · CUSIP 35969L108

Q3 2026: 5 of 95 managers have filed so far; the filing deadline is 16 November 2026. Its figures cover those filers only, so it is not yet a picture of the tracked managers.

Quarter end
30 Sep 2026
the date the book describes
Filed
9 Nov 2026
up to 45 days after the quarter end
Managers listing it
1
at least, of 95 tracked, among listed positions
Comparable managers
5
filed both Q2 2026 and Q3 2026; 1 listed it in both
Shares listed
3,078,596
combined, among listed positions
Reported value
$25m
combined, at the quarter end

Among the 5 comparable managers: 1 buyer (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,055,753.

Managers listing YMM in Q3 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

1 of 1 holder

ActionFiling
Acadian Asset Management LLC3,078,596$25munder 0.1%Added+1,055,7539 Nov 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2026 to Q3 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

No reduction among listed positions.

New positions and exits

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

New (0)

No new position among listed positions.

Exited (0)

No exit shown by a manager’s own filing.

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.
8 in Q4 2024 to 1 in Q3 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
Q3 20261$25m10

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 →