Yuanbao Inc.
YB- Exchange
- Nasdaq
- Industry
- Insurance Agents, Brokers & Service
- SEC CIK
- 0001995520
No open-market purchases or sales by Yuanbao Inc. insiders were filed in the last 90 days; 22 institutions reported holding it in 13F filings for Q2 2026, worth $72.4M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Yuanbao Inc. as of Jun 30, 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
- 22
- +6 vs. Q1 2026
- Shares held
- 4.75M
- +819.0K (+20.8%) vs. Q1 2026
- Total value
- $72.4M
- +$3.05M (+4.4%) vs. Q1 2026
- New holders
- 8
- 5 more added
- Sold out
- 2
- 5 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting YB 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 22 | $72.4M |
| Q1 2026 | 17 | $69.3M |
| Q4 2025 | 12 | $66.6M |
| Q3 2025 | 12 | $70.3M |
| Q2 2025 | 9 | $6.32M |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Yuanbao Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 3,035,308 | $46.3M | 0.04% | 00.0% | Unchanged |
| Franchise GP Ltd | 1,214,593 | $18.5M | 8.60% | +680,756+127.5% | Added |
| Lighthouse Investment Partners, LLC | 153,224 | $2.34M | 0.07% | +60,666+65.5% | Added |
| Point72 Asset Management, L.P. | 104,705 | $1.60M | 0.00% | −10,795−9.3% | Reduced |
| Barclays PLC | 62,322 | $949.8K | 0.00% | +2,858+4.8% | Added |
| Morgan Stanley | 39,990 | $609.4K | 0.00% | −1,708−4.1% | Reduced |
| Millennium Management LLC | 35,321 | $538.3K | 0.00% | +35,321 | New |
| Citadel Advisors LLC | 19,235 | $293.1K | 0.00% | +19,235 | New |
| JPMorgan Chase & Co | 19,309 | $288.9K | 0.00% | −4,727−19.7% | Reduced |
| XTX Topco Ltd | 13,688 | $208.6K | 0.00% | +13,688 | New |
| Jane Street Group, LLC | 13,285 | $202.5K | 0.00% | +13,285 | New |
| Marshall Wace, LLP | 10,913 | $166.3K | 0.00% | +10,913 | New |
| Ramsey Quantitative Systems | 10,489 | $159.9K | 0.14% | +10,489 | New |
| UBS Group AG | 7,512 | $114.5K | 0.00% | −12,595−62.6% | Reduced |
| Royal Bank of Canada | 5,913 | $90.0K | 0.00% | +1,834+45.0% | Added |
| National Bank of Canada | 3,000 | $45.3K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 386 | $5.88K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 164 | $2.50K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 135 | $2.06K | 0.00% | +135 | New |
| Nisa Investment Advisors, LLC | 33 | $503 | 0.00% | +1+3.1% | Added |
| Caitong International Asset Management Co., Ltd | 3 | $46 | 0.00% | +3 | New |
| Advisor Group Holdings, Inc. | 2 | $30 | 0.00% | −152−98.7% | Reduced |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |