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, Q1 2026
Institutional positions in Yuanbao 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
- 17
- +5 vs. Q4 2025
- Shares held
- 3.93M
- +643.4K (+19.6%) vs. Q4 2025
- Total value
- $69.3M
- +$2.73M (+4.1%) vs. Q4 2025
- New holders
- 7
- 6 more added
- Sold out
- 2
- 1 more reduced
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Yuanbao Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 3,035,308 | $53.5M | 0.07% | 00.0% | Unchanged |
| Franchise GP Ltd | 533,837 | $9.42M | 3.46% | +467,171+700.8% | Added |
| Point72 Asset Management, L.P. | 115,500 | $2.04M | 0.00% | +61,000+111.9% | Added |
| Lighthouse Investment Partners, LLC | 92,558 | $1.63M | 0.06% | +92,558 | New |
| Barclays PLC | 59,464 | $1.05M | 0.00% | +17,476+41.6% | Added |
| Morgan Stanley | 41,698 | $735.6K | 0.00% | −10,852−20.7% | Reduced |
| JPMorgan Chase & Co | 24,036 | $415.6K | 0.00% | +3,370+16.3% | Added |
| UBS Group AG | 20,107 | $354.7K | 0.00% | +20,102+402,040.0% | Added |
| Royal Bank of Canada | 4,079 | $72.0K | 0.00% | +4,079 | New |
| National Bank of Canada | 3,000 | $52.5K | 0.00% | +3,000 | New |
| Rhumbline Advisers | 386 | $6.81K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 171 | $3.02K | 0.00% | +171 | New |
| WealthCollab, LLC | 164 | $2.89K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 154 | $2.72K | 0.00% | +142+1,183.3% | Added |
| Nisa Investment Advisors, LLC | 32 | $564 | 0.00% | +32 | New |
| Larson Financial Group LLC | 27 | $476 | 0.00% | +27 | New |
| CWM, LLC | 3 | $53 | 0.00% | +3 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −14,664−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −186−100.0% | Sold out |