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RLX Technology Inc.

RLX
Exchange
NYSE
Industry
Cigarettes
SEC CIK
0001828365

No open-market purchases or sales by RLX Technology Inc. insiders were filed in the last 90 days; 104 institutions reported holding it in 13F filings for Q2 2026, worth $503.4M in total; no superinvestor holds it.

13F holders, Q1 2026

Institutional positions in RLX Technology Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
103
+8 vs. Q4 2025
Shares held
253.4M
+35.3M (+16.2%) vs. Q4 2025
Total value
$557.6M
+$49.5M (+9.7%) vs. Q4 2025
New holders
24
30 more added
Sold out
16
34 more reduced

3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting RLX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2026: 103 institutions
Q1 2021: 111 institutionsQ2 2021: 97 institutionsQ3 2021: 100 institutionsQ4 2021: 119 institutionsQ1 2022: 113 institutionsQ2 2022: 113 institutionsQ3 2022: 111 institutionsQ4 2022: 111 institutionsQ1 2023: 102 institutionsQ2 2023: 101 institutionsQ3 2023: 93 institutionsQ4 2023: 94 institutionsQ1 2024: 87 institutionsQ2 2024: 94 institutionsQ3 2024: 103 institutionsQ4 2024: 105 institutionsQ1 2025: 96 institutionsQ2 2025: 96 institutionsQ3 2025: 91 institutionsQ4 2025: 98 institutionsQ1 2026: 103 institutionsQ2 2026: 104 institutions
Value heldQ1 2026: $557.6M
Q1 2021: $790.7MQ2 2021: $718.2MQ3 2021: $960.5MQ4 2021: $1.08BQ1 2022: $519.6MQ2 2022: $593.6MQ3 2022: $279.8MQ4 2022: $656.6MQ1 2023: $933.3MQ2 2023: $630.5MQ3 2023: $511.4MQ4 2023: $626.8MQ1 2024: $553.7MQ2 2024: $516.4MQ3 2024: $486.7MQ4 2024: $565.2MQ1 2025: $503.7MQ2 2025: $591.9MQ3 2025: $663.4MQ4 2025: $574.8MQ1 2026: $557.6MQ2 2026: $503.4M
Institutions holding RLX and their total value by quarter
QuarterHoldersValue
Q2 2026104$503.4M
Q1 2026103$557.6M
Q4 202598$574.8M
Q3 202591$663.4M
Q2 202596$591.9M
Q1 202596$503.7M
Q4 2024105$565.2M
Q3 2024103$486.7M
Q2 202494$516.4M
Q1 202487$553.7M
Q4 202394$626.8M
Q3 202393$511.4M
Q2 2023101$630.5M
Q1 2023102$933.3M
Q4 2022111$656.6M
Q3 2022111$279.8M
Q2 2022113$593.6M
Q1 2022113$519.6M
Q4 2021119$1.08B
Q3 2021100$960.5M
Q2 202197$718.2M
Q1 2021111$790.7M

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding RLX Technology Inc.; share changes are against Q4 2025.

Institutions holding RLX in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
First Beijing Investment Ltd60,129,671$132.3M5.71%−2,734,753−4.4%Reduced
IDG China Venture Capital Fund V Associates L.P.57,133,003$125.7M100.00%−2,199,619−3.7%Reduced
Vanguard Capital Management LLC21,472,052$47.2M0.00%+21,472,052New
Oceanlink Management Ltd.13,187,715$29.0M6.01%+13,187,715New
D. E. Shaw & Co., Inc.9,609,985$21.1M0.02%+175,862+1.9%Added
BlackRock, Inc.9,524,887$21.0M0.00%+528,777+5.9%Added
Aspex Management (HK) Ltd7,901,172$17.4M0.25%00.0%Unchanged
Perseverance Asset Management International7,495,862$16.5M1.81%−295,066−3.8%Reduced
Oasis Management Co Ltd.6,497,600$14.3M1.71%00.0%Unchanged
Barclays PLC6,048,550$13.3M0.00%−1,2000.0%Reduced
Morgan Stanley5,768,107$12.7M0.00%−482,385−7.7%Reduced
Vanguard Fiduciary Trust Co5,617,419$12.4M0.00%+5,617,419New
Pictet Asset Management Holding SA3,752,344$8.26M0.01%+3,520,377+1,517.6%Added
State Street Corp3,327,660$7.32M0.00%+52,578+1.6%Added
Citadel Advisors LLC3,166,610$6.97M0.00%+1,749,939+123.5%Added
Acadian Asset Management LLC3,061,441$6.72M0.01%+2,954,529+2,763.5%Added
Marshall Wace, LLP2,636,658$5.80M0.01%+2,042,789+344.0%Added
Bank of America Corp2,449,708$5.39M0.00%+1,299,828+113.0%Added
Nomura Holdings Inc2,362,209$5.20M0.04%−2,289,602−49.2%Reduced
Goldman Sachs Group Inc2,208,702$4.86M0.00%−120,527−5.2%Reduced
Connor, Clark & Lunn Investment Management Ltd.2,159,789$4.75M0.01%+93,969+4.5%Added
Capitolis Liquid Global Markets LLC1,510,200$3.32M0.02%+1,510,200New
UBS Group AG1,315,362$2.89M0.00%−479,387−26.7%Reduced
Vanguard Asset Management, Ltd1,001,003$2.20M0.00%+1,001,003New
Renaissance Technologies LLC898,360$1.98M0.00%+898,360New
Charles Schwab Investment Management Inc865,133$1.90M0.00%−2,964−0.3%Reduced
Legal & General Group Plc826,133$1.82M0.00%−56,849−6.4%Reduced
Assenagon Asset Management S.A.751,997$1.65M0.00%−81,554−9.8%Reduced
Two Sigma Investments, LP627,823$1.38M0.00%+149,023+31.1%Added
Northern Trust Corp620,606$1.37M0.00%−57,189−8.4%Reduced
Gsa Capital Partners LLP595,034$1.31M0.08%+125,780+26.8%Added
BNP Paribas Arbitrage, SA579,700$1.28M0.00%+191,400+49.3%Added
Mackenzie Financial Corp528,675$1.16M0.00%−3,689,942−87.5%Reduced
Invesco Ltd.508,391$1.12M0.00%−13,836−2.6%Reduced
Arrowstreet Capital, Limited Partnership507,857$1.12M0.00%−365,050−41.8%Reduced
Franklin Resources Inc452,866$996.3K0.00%−57,829−11.3%Reduced
Public Employees Retirement System of Ohio372,244$818.9K0.00%−8,576−2.3%Reduced
Police & Firemen's Retirement System of New Jersey363,833$800.4K0.01%+272,719+299.3%Added
Millennium Management LLC350,479$771.1K0.00%+142,870+68.8%Added
Susquehanna Portfolio Strategies, LLC333,624$734.0K0.01%−153,260−31.5%Reduced
SEI Investments Co312,471$687.4K0.00%+312,471New
HighVista Strategies LLC311,700$685.7K0.19%+311,700New
Bank of New York Mellon Corp290,215$638.5K0.00%−375−0.1%Reduced
Jane Street Group, LLC289,848$637.7K0.00%−2,057,734−87.7%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys257,918$567.4K0.00%+257,918New
US Bancorp257,494$566.5K0.00%+243,671+1,762.8%Added
Geode Capital Management, LLC251,178$552.6K0.00%+63,566+33.9%Added
UBS Asset Management Americas Inc226,839$499.0K0.00%+225,200+13,740.1%Added
Nuveen, LLC208,700$459.1K0.00%00.0%Unchanged
Susquehanna International Group, LLP206,009$453.2K0.00%−121,577−37.1%Reduced
Guggenheim Capital LLC199,703$439.3K0.00%+199,703New
XTX Topco Ltd191,123$420.5K0.01%−199,757−51.1%Reduced
Point72 Asset Management, L.P.179,295$394.4K0.00%+179,295New
HRT Financial LP164,406$361.0K0.00%+32,395+24.5%Added
JPMorgan Chase & Co142,011$303.9K0.00%−905,826−86.4%Reduced
Polymer Capital Management (HK) LTD116,842$257.1K0.04%+18,042+18.3%Added
Vident Advisory, LLC98,970$217.7K0.00%+6,392+6.9%Added
Alliancebernstein L.P.87,503$203.9K0.00%00.0%Unchanged
New York State Common Retirement Fund91,218$200.7K0.00%+91,218New
Russell Investments Group, Ltd.90,024$198.1K0.00%−25,664−22.2%Reduced
Schonfeld Strategic Advisors LLC68,220$150.1K0.00%+57,057+511.1%Added
Creative Planning66,409$146.1K0.00%−1,426−2.1%Reduced
Signaturefd, LLC55,582$122.3K0.00%−2,421−4.2%Reduced
Headlands Technologies LLC55,129$121.3K0.01%+42,444+334.6%Added
Quadrant Capital Group LLC47,535$104.6K0.00%−2,543−5.1%Reduced
Simplex Trading, LLC47,470$104.4K0.00%−285,806−85.8%Reduced
Group One Trading, L.P.46,621$102.6K0.00%+46,621New
Winton Group Ltd42,467$93.4K0.00%+42,467New
JustInvest LLC41,239$90.7K0.00%−3,777−8.4%Reduced
Squarepoint Ops LLC40,493$89.1K0.00%−126,968−75.8%Reduced
HSBC Holdings PLC40,257$88.6K0.00%00.0%Unchanged
Vanguard Investments Australia, Ltd.37,131$81.7K0.00%+37,131New
Axq Capital, LP35,253$77.6K0.01%+22,312+172.4%Added
Virtu Financial LLC33,768$74.0K0.00%+33,768New
PCM Encore, LLC32,750$72.0K0.01%00.0%Unchanged
Centiva Capital, LP32,668$71.9K0.00%+10,977+50.6%Added
LPL Financial LLC28,891$63.6K0.00%+28,891New
Numerai GP LLC28,086$61.8K0.01%−31,479−52.8%Reduced
Mariner, LLC22,949$50.5K0.00%−1,648,633−98.6%Reduced
Parallel Advisors, LLC16,561$36.4K0.00%00.0%Unchanged
Dimensional Fund Advisors LP14,569$32.1K0.00%+14,569New
Insigneo Advisory Services, LLC12,498$27.5K0.00%00.0%Unchanged
AQR Capital Management LLC12,738$27.3K0.00%+12,738New
SmartHarvest Portfolios, LLC12,323$27.1K0.01%−4,835−28.2%Reduced
Ballentine Partners, LLC11,248$24.7K0.00%00.0%Unchanged
Rhumbline Advisers11,023$24.3K0.00%00.0%Unchanged
Quadrature Capital Ltd10,284$22.6K0.00%+10,284New
Royal Bank of Canada10,092$22.0K0.00%+4,191+71.0%Added
EverSource Wealth Advisors, LLC8,196$18.0K0.00%+2,608+46.7%Added
Caitong International Asset Management Co., Ltd6,653$14.6K0.00%+1,984+42.5%Added
Westside Investment Management, Inc.4,584$10.0K0.00%00.0%Unchanged
SBI Securities Co., Ltd.3,083$6.78K0.00%+1,603+108.3%Added
Allworth Financial LP3,057$6.73K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.2,346$5.16K0.00%−4,106−63.6%Reduced
Rockefeller Capital Management L.P.1,808$3.98K0.00%+1,808New
Assetmark, Inc1,348$2.97K0.00%+720+114.6%Added
GWM Advisors LLC1,000$2.20K0.00%00.0%Unchanged
Bessemer Group Inc685$2.00K0.00%+522+320.2%Added
FMR LLC639$1.41K0.00%00.0%Unchanged
Private Trust Co NA522$1.15K0.00%+522New