Full Truck Alliance Co. Ltd.

YMM

Exchange: NYSE
Industry: Services-Prepackaged Software
SEC CIK: 0001838413

SEC filings (opens in a new tab)

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.

Q4 2023 vs. Q3 2023

How the institutions holding Full Truck Alliance Co. Ltd. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023 All holders in Q3 2023

13F holders of YMM: Q3 2023 compared with Q4 2023
Measure	Q3 2023	Q4 2023	Change
Holders	121	149	+28
Shares	440.5M	465.3M	+24.8M (+5.6%)
Value	$3.10B	$3.25B	+$151.8M (+4.9%)

New holders (38)

Institutions that held Full Truck Alliance Co. Ltd. at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to YMM in Q4 2023
Institution	Shares	Value	% of portfolio
Mubadala Investment Co PJSC	11,513,434	$80.7M	0.27%
Indus Capital Partners, LLC	5,618,888	$39.4M	26.11%
Kaizen Capital Partners Ltd	3,081,335	$21.6M	32.89%
Yunqi Capital Ltd	2,805,300	$19.7M	13.80%
Perpetual Ltd	1,605,663	$11.3M	0.12%
Manufacturers Life Insurance Company, The	1,024,587	$7.18M	0.00%
Old Mission Capital LLC	889,749	$6.24M	0.17%
Westpac Banking Corp	520,277	$3.65M	0.30%
Twinbeech Capital LP	293,245	$2.06M	0.03%
ABS Direct Equity Fund LLC	264,200	$1.85M	1.74%
Qube Research & Technologies Ltd	238,663	$1.67M	0.00%
Polymer Capital Management (HK) LTD	170,900	$1.20M	0.42%
Quaero Capital S.A.	157,965	$1.11M	1.15%
Jump Financial, LLC	81,000	$567.8K	0.02%
Seaport Global Advisors, LLC	61,843	$433.5K	1.04%
Engineers Gate Manager LP	61,119	$428.4K	0.01%
DRW Securities, LLC	43,711	$306.4K	0.01%
Flow Traders U.S. LLC	43,581	$306.0K	0.01%
Marex Group plc	38,010	$266.4K	0.01%
Quadrature Capital Ltd	32,694	$229.0K	0.00%
Squarepoint Ops LLC	30,737	$215.5K	0.00%
Virtu Financial LLC	28,930	$203.0K	0.02%
Aigen Investment Management, LP	28,751	$201.5K	0.04%
Centiva Capital, LP	22,560	$158.1K	0.01%
EntryPoint Capital, LLC	19,929	$139.7K	0.13%
Barometer Capital Management Inc.	17,400	$122.0K	0.03%
Cubist Systematic Strategies, LLC	17,375	$121.8K	0.00%
HRT Financial LP	15,291	$107.0K	0.00%
O'Shaughnessy Asset Management, LLC	14,685	$102.9K	0.00%
Crossmark Global Holdings, Inc.	13,526	$95.0K	0.00%
Atomi Financial Group, Inc.	13,473	$94.4K	0.01%
Ronald Blue Trust, Inc.	2,320	$16.0K	0.00%
Advisors Preferred, LLC	2,361	$15.6K	0.00%
US Bancorp	1,912	$13.4K	0.00%
Quantbot Technologies LP	592	$4.15K	0.00%
Byrne Asset Management LLC	600	$4.10K	0.00%
Arlington Trust Co LLC	218	$1.53K	0.00%
Farther Finance Advisors, LLC	160	$1.12K	0.00%

Sold out (10)

Institutions that held Full Truck Alliance Co. Ltd. at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of YMM in Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Balyasny Asset Management LLC	875,873	$6.17M
Franchise Capital Ltd	654,497	$4.61M
Carrhae Capital LLP	452,140	$3.18M
Trexquant Investment LP	407,026	$2.87M
Boulder Hill Capital Management LP	295,971	$2.08M
Walleye Capital LLC	94,724	$666.9K
Banco BTG Pactual S.A.	48,514	$341.5K
D. E. Shaw & Co., Inc.	28,869	$203.2K
Simplex Trading, LLC	18,057	$127.0K
Jasper Ridge Partners, L.P.	10,326	$72.7K