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Full Truck Alliance Co. Ltd.

YMM
Exchange
NYSE
Industry
Services-Prepackaged Software
SEC CIK
0001838413

No open-market purchases or sales by Full Truck Alliance Co. Ltd. insiders were filed in the last 90 days; 245 institutions reported holding it in 13F filings for Q2 2026, worth $6.01B in total; Greenwoods Asset Management is the only superinvestor holding it.

13F holders, Q3 2021

Institutional positions in Full Truck Alliance Co. Ltd. as of Sep 30, 2021. 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
57
−9 vs. Q2 2021
Shares held
219.6M
+13.4M (+6.5%) vs. Q2 2021
Total value
$1.54B
−$234.2M (−13.2%) vs. Q2 2021
New holders
23
14 more added
Sold out
32
13 more reduced

1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting YMM 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 holdersQ3 2021: 57 institutions
Q1 2021: 0 institutionsQ2 2021: 67 institutionsQ3 2021: 57 institutionsQ4 2021: 97 institutionsQ1 2022: 88 institutionsQ2 2022: 109 institutionsQ3 2022: 105 institutionsQ4 2022: 126 institutionsQ1 2023: 133 institutionsQ2 2023: 118 institutionsQ3 2023: 121 institutionsQ4 2023: 149 institutionsQ1 2024: 146 institutionsQ2 2024: 177 institutionsQ3 2024: 170 institutionsQ4 2024: 195 institutionsQ1 2025: 247 institutionsQ2 2025: 229 institutionsQ3 2025: 229 institutionsQ4 2025: 211 institutionsQ1 2026: 203 institutionsQ2 2026: 245 institutions
Value heldQ3 2021: $1.54B
Q1 2021: $0Q2 2021: $1.80BQ3 2021: $1.54BQ4 2021: $2.56BQ1 2022: $2.40BQ2 2022: $3.53BQ3 2022: $2.65BQ4 2022: $3.60BQ1 2023: $3.49BQ2 2023: $2.73BQ3 2023: $3.10BQ4 2023: $3.25BQ1 2024: $3.66BQ2 2024: $4.39BQ3 2024: $4.84BQ4 2024: $6.93BQ1 2025: $8.32BQ2 2025: $7.93BQ3 2025: $9.24BQ4 2025: $7.98BQ1 2026: $5.96BQ2 2026: $6.01B
Institutions holding YMM and their total value by quarter
QuarterHoldersValue
Q2 2026245$6.01B
Q1 2026203$5.96B
Q4 2025211$7.98B
Q3 2025229$9.24B
Q2 2025229$7.93B
Q1 2025247$8.32B
Q4 2024195$6.93B
Q3 2024170$4.84B
Q2 2024177$4.39B
Q1 2024146$3.66B
Q4 2023149$3.25B
Q3 2023121$3.10B
Q2 2023118$2.73B
Q1 2023133$3.49B
Q4 2022126$3.60B
Q3 2022105$2.65B
Q2 2022109$3.53B
Q1 202288$2.40B
Q4 202197$2.56B
Q3 202157$1.54B
Q2 202167$1.80B
Q1 20210$0

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Full Truck Alliance Co. Ltd.; share changes are against Q2 2021.

Institutions holding YMM in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Baillie Gifford & Co141,256,527$342.4M0.18%−44,9050.0%Reduced
Krane Funds Advisors LLC22,181,147$340.0M7.04%+22,181,147New
Alkeon Capital Management LLC9,566,612$146.7M0.50%+3,043,552+46.7%Added
Ontario Teachers Pension Plan Board5,363,158$82.2M0.32%+5,363,158New
FIL Ltd5,229,157$80.2M0.09%−2,887,989−35.6%Reduced
Goldman Sachs Group Inc4,993,819$76.6M0.02%+3,035,884+155.1%Added
Anatole Investment Management Ltd4,986,014$76.4M4.96%+3,372,461+209.0%Added
Green Court Capital Management Ltd3,386,952$51.9M45.40%+3,386,952New
Janus Henderson Group PLC2,682,761$41.1M0.02%−1,630,587−37.8%Reduced
E Fund Management Co., Ltd.2,672,085$41.0M1.71%+2,672,085New
Ci Investments Inc.2,644,499$40.5M0.15%+265,482+11.2%Added
Invesco Ltd.1,820,953$27.9M0.01%−15,136,555−89.3%Reduced
Employees Provident Fund Board1,632,873$25.0M0.41%+1,632,873New
HSBC Holdings PLC1,408,813$22.2M0.03%−1,079,854−43.4%Reduced
Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management1,394,548$21.4M0.86%+1,134,548+436.4%Added
Norges Bank884,070$13.6M0.00%−415,930−32.0%Reduced
Farallon Capital Management, L.L.C.815,000$12.5M0.07%+54,251+7.1%Added
GAM Holding AG730,940$11.2M0.52%+730,940New
Neuberger Berman Group LLC686,805$10.5M0.01%+686,805New
Citadel Advisors LLC686,575$10.5M0.01%+605,575+747.6%Added
Mic Capital Partners (Public) (US) Im, LLC630,697$9.67M1.86%00.0%Unchanged
Alliancebernstein L.P.556,786$8.54M0.00%+556,786New
Ghisallo Capital Management LLC550,000$8.43M0.32%00.0%Unchanged
Pictet Asset Management SA487,000$7.47M0.01%+487,000New
Prime Capital Management Co Ltd251,470$3.85M1.19%+231,470+1,157.4%Added
HRT Financial LP245,197$3.76M0.02%−100,311−29.0%Reduced
Pinpoint Asset Management Ltd239,404$3.70M1.36%+239,404New
Cubist Systematic Strategies, LLC182,761$2.80M0.04%+182,761New
Matthews International Capital Management LLC171,200$2.62M0.16%−56,600−24.8%Reduced
Platinum Investment Management Ltd141,924$2.18M0.06%+141,924New
Citigroup Inc135,730$2.08M0.00%+135,730New
Laurion Capital Management LP110,000$1.69M0.02%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.101,782$1.56M0.00%+66,702+190.1%Added
Perseverance Asset Management International90,284$1.38M0.65%00.0%Unchanged
Tekne Capital Management, LLC82,000$1.26M0.22%+82,000New
SEI Investments Co58,692$900.0K0.00%00.0%Unchanged
Marshall Wace, LLP51,623$792.0K0.00%+19,763+62.0%Added
ExodusPoint Capital Management, LP50,978$781.0K0.01%+20,378+66.6%Added
Neumann Advisory Hong Kong Ltd50,000$767.0K0.14%+50,000New
D. E. Shaw & Co., Inc.47,396$727.0K0.00%+47,396New
Morgan Stanley41,901$642.0K0.00%+41,701+20,850.5%Added
Renaissance Capital LLC39,632$608.0K0.12%+39,632New
Harel Insurance Investments & Financial Services Ltd.34,708$532.0K0.01%+34,708New
BlackRock Inc.33,138$508.0K0.00%+33,138New
Millennium Management LLC31,494$483.0K0.00%−446,261−93.4%Reduced
Seven Eight Capital, LP24,507$376.0K0.04%+24,507New
Ameriprise Financial Inc22,736$349.0K0.00%+2,736+13.7%Added
Virtu Financial LLC18,301$281.0K0.02%+18,301New
Taikang Asset Management (Hong Kong) Co Ltd17,102$262.0K0.05%−136,817−88.9%Reduced
Hudson Bay Capital Management LP12,000$184.0K0.00%00.0%Unchanged
Maven Securities LTD10,896$167.0K0.02%−1,104−9.2%Reduced
Ocean Arete Ltd10,000$153.0K0.20%00.0%Unchanged
Tower Research Capital LLC (TRC)2,634$40.0K0.00%+2,634New
Legal & General Group Plc1,080$17.0K0.00%−1,420−56.8%Reduced
HM Payson & Co1,000$15.0K0.00%−1,000−50.0%Reduced
UBS Group AG756$12.0K0.00%+556+278.0%Added
State of Wyoming415$6.00K0.00%+415New
Whale Rock Capital Management LLC0$00.00%−5,233,418−100.0%Sold out
JPMorgan Chase & Co0$00.00%−2,840,000−100.0%Sold out
Darsana Capital Partners LP0$00.00%−1,500,000−100.0%Sold out
Carmignac Gestion0$00.00%−1,058,381−100.0%Sold out
Marshall Wace North America L.P.0$00.00%−899,730−100.0%Sold out
WT Asset Management Ltd0$00.00%−682,800−100.0%Sold out
Manufacturers Life Insurance Company, The0$00.00%−499,543−100.0%Sold out
Grantham, Mayo, Van Otterloo & Co. LLC0$00.00%−350,000−100.0%Sold out
Pinz Capital Management, LP0$00.00%−303,800−100.0%Sold out
Russell Investments Group, Ltd.0$00.00%−257,589−100.0%Sold out
Carrhae Capital LLP0$00.00%−256,525−100.0%Sold out
Blackstone Group Inc.0$00.00%−192,570−100.0%Sold out
Brookfield Asset Management Inc.0$00.00%−178,812−100.0%Sold out
Jane Street Group, LLC0$00.00%−145,658−100.0%Sold out
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners0$00.00%−125,000−100.0%Sold out
Wellington Management Group LLP0$00.00%−110,937−100.0%Sold out
Caas Capital Management LP0$00.00%−105,000−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−86,778−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−75,385−100.0%Sold out
Light Street Capital Management, LLC0$00.00%−75,000−100.0%Sold out
Burgundy Asset Management Ltd.0$00.00%−72,043−100.0%Sold out
SRS Investment Management, LLC0$00.00%−50,000−100.0%Sold out
Zimmer Partners, LP0$00.00%−50,000−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−35,000−100.0%Sold out
Magnetar Financial LLC0$00.00%−30,000−100.0%Sold out
Price T Rowe Associates Inc0$00.00%−15,623−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−12,600−100.0%Sold out
Monashee Investment Management LLC0$00.00%−12,000−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−11,595−100.0%Sold out
Electron Capital Partners, LLC0$00.00%−10,000−100.0%Sold out
UG Investment Advisers Ltd.0$00.00%−10,000−100.0%Sold out
Bank of America Corp0$00.00%−2,724−100.0%Sold out
Pictet Asset Management Ltd––––Not filed