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, Q3 2025
Institutional positions in Yuanbao Inc. as of Sep 30, 2025. 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
- 12
- +3 vs. Q2 2025
- Shares held
- 3.55M
- +3.25M (+1,079.5%) vs. Q2 2025
- Total value
- $69.7M
- +$63.3M (+1,002.0%) vs. Q2 2025
- New holders
- 7
- 3 more added
- Sold out
- 4
- 1 more reduced
Compare with Q2 2025: 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 | $69.7M |
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Yuanbao Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 3,035,308 | $59.6M | 0.09% | +3,035,308 | New |
| Ward Ferry Management (BVI) Ltd | 182,500 | $3.58M | 0.40% | +86,414+89.9% | Added |
| Morgan Stanley | 152,305 | $2.99M | 0.00% | +127,051+503.1% | Added |
| Franchise Capital Ltd | 66,666 | $1.31M | 0.57% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 33,226 | $652.6K | 0.00% | +11,607+53.7% | Added |
| Marshall Wace, LLP | 30,508 | $599.2K | 0.00% | +30,508 | New |
| Barclays PLC | 24,883 | $488.7K | 0.00% | −18,043−42.0% | Reduced |
| Renaissance Technologies LLC | 18,697 | $367.2K | 0.00% | +18,697 | New |
| UBS Group AG | 2,180 | $42.8K | 0.00% | +2,180 | New |
| Rhumbline Advisers | 460 | $9.03K | 0.00% | +460 | New |
| Quarry LP | 196 | $3.85K | 0.00% | +196 | New |
| Advisor Group Holdings, Inc. | 1 | $20 | 0.00% | +1 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −30,023−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −17,600−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −47−100.0% | Sold out |