MAMONasdaqMiscellaneous Transportation Equipment
Massimo Group
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 13, 2026
$0.94+0.01 (+1.24%)
Close on Oct 19, 2026
- Market cap
- $39.04M
- P/E (TTM)
- 9.4
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
1.4%
1M of 42M shares
Institutional holders
13
4 new, 3 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| David Shan | 32,160,000 | 77.23% | 13D (active) amendment | May 29, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MAMO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Bank Of America Corp /De/ | 250,000 | 0.60% | $241.25K | New | 0.00% |
| Geode Capital Management, LLC | 82,770 | 0.20% | $79.87K | −39,664 | 0.00% |
| Vanguard Capital Management LLC | 75,064 | 0.18% | $72.44K | +32,464 | 0.00% |
| Citigroup Inc | 55,874 | 0.13% | $53.92K | New | 0.00% |
| BlackRock, Inc. | 31,052 | 0.07% | $29.97K | +16,760 | 0.00% |
| Vanguard Fiduciary Trust Co | 21,231 | 0.05% | $20.49K | – | 0.00% |
| Two Sigma Securities, LLC | 18,459 | 0.04% | $17.81K | New | 0.00% |
| StoneX Group Inc. | 17,775 | 0.04% | $17.35K | New | 0.00% |
| Northern Trust Corp | 15,187 | 0.04% | $14.66K | +4,946 | 0.00% |
| XTX Topco Ltd | 15,113 | 0.04% | $14.58K | +1,983 | 0.00% |
| Tower Research Capital LLC (TRC) | 2,335 | 0.01% | $2.25K | −6,717 | 0.00% |
| UBS Group AG | 326 | 0.00% | $315 | −14,916 | 0.00% |
| SBI Securities Co., Ltd. | 6 | 0.00% | $6 | – | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 13 | 1M | 1.4% | 4 / 4 | 3 / 3 | 0M | 0M |
| Q1 2026 | 12 | 0M | 0.6% | 6 / 3 | 1 / 6 | 0M | 0M |
| Q4 2025 | 13 | 0M | 0.6% | 6 / 4 | 2 / 3 | 0M | 0M |
| Q3 2025 | 10 | 0M | 0.3% | 6 / 2 | 1 / 0 | 0M | 0M |
| Q2 2025 | 4 | 0M | 0.1% | 2 / 1 | 0 / 0 | 0M | 0M |
| Q1 2025 | 2 | 0M | 0.1% | 1 / 0 | 0 / 0 | 0M | 0M |
| Q4 2024 | 1 | 0M | 0.0% | 1 / 0 | 0 / 1 | 0M | 0M |
| Q3 2024 | 1 | 0M | 0.0% | 1 / 0 | 0 / 2 | 0M | 0M |
| Q2 2024 | 2 | 0M | 0.0% | 2 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MAMO | Value | % of fund | As of |
|---|---|---|---|---|---|
| Fidelity Extended Market Index Fund | 48,441 | 0.12% | $47.03K | 0.00% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 42,600 | 0.10% | $41.11K | 0.00% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 32,464 | 0.08% | $31.33K | 0.00% | Jun 30, 2026 |
| iShares Micro-Cap ETF | 30,025 | 0.07% | $28.97K | 0.00% | Jun 30, 2026 |
| Fidelity Nasdaq Composite Index Fund | 27,534 | 0.07% | $26.73K | 0.00% | May 31, 2026 |
| Fidelity Total Market Index Fund | 13,445 | 0.03% | $13.05K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 6,329 | 0.02% | $6.14K | 0.00% | May 31, 2026 |
| 1290 VT Micro Cap Portfolio | 1,027 | 0.00% | $991 | 0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| David Shan | Chief Executive Officer, Director, 10% owner | 32,160,000 | 77.23% | Jun 2, 2025 |
| Mingqiu Xu | Chief Financial Officer | – | – | Mar 23, 2026 |
| Yunhao Chen | Chief Financial Officer | 133,334 | 0.32% | Jun 2, 2025 |
| Quenton Petersen | Vice President | – | – | Mar 14, 2025 |
| Paolo Pietrogrande | Director | 9,000 | 0.02% | Jun 3, 2025 |
| Mark Sheffield | Director | 9,000 | 0.02% | Jun 2, 2025 |
| Ting Zhu | Director | 9,000 | 0.02% | Jun 2, 2025 |
| Michael Glenn Smith | – | 50,000 | 0.12% | Jun 2, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Paolo Pietrogrande Director | May 29, 2025 | Award | +2,250 | – | – | 9,000 |
| Yunhao Chen Chief Financial Officer | May 29, 2025 | Award | +25,000 | – | – | 133,334 |
| Mark Sheffield Director | May 29, 2025 | Award | +2,250 | – | – | 9,000 |
| David Shan Chief Executive Officer, Director, 10% owner | May 29, 2025 | Award | +37,500 | – | – | 32,160,000 |
| Michael Glenn Smith – | May 29, 2025 | Award | +25,000 | – | – | 50,000 |
| Ting Zhu Director | May 29, 2025 | Award | +2,250 | – | – | 9,000 |
| Ting Zhu Director | Mar 20, 2025 | Award | +2,250 | – | – | 6,750 |
| Mark Sheffield Director | Mar 20, 2025 | Award | +2,250 | – | – | 6,750 |
| Paolo Pietrogrande Director | Mar 20, 2025 | Award | +2,250 | – | – | 6,750 |
| Mark Sheffield Director | Jan 2, 2025 | Buy | +50 | – | – | 4,917 |
| Mark Sheffield Director | Dec 31, 2024 | Buy | +367 | – | – | 4,867 |
| Yunhao Chen Chief Financial Officer | Dec 2, 2024 | Award | +27,778 | – | – | 108,334 |
| David Shan Chief Executive Officer, Director, 10% owner | Nov 22, 2024 | Award | +37,500 | – | – | 32,122,500 |
| Ting Zhu Director | Nov 22, 2024 | Award | +2,250 | – | – | 4,500 |
| Michael Glenn Smith Vice President | Nov 22, 2024 | Award | +25,000 | – | – | 25,000 |
| Paolo Pietrogrande Director | Nov 22, 2024 | Award | +2,250 | – | – | 4,500 |
| Mark Sheffield Director | Nov 22, 2024 | Award | +2,250 | – | – | 4,500 |
| David Shan Chief Executive Officer, Director, 10% owner | Nov 22, 2024 | Award | +37,500 | – | – | 34,037,500 |
| Yunhao Chen Chief Financial Officer | Nov 22, 2024 | Award | +25,000 | – | – | 80,556 |
| Yunhao Chen Chief Financial Officer | Oct 2, 2024 | Award | +55,556 | – | – | 55,556 |
| Ting Zhu Director | Aug 22, 2024 | Award | +2,250 | – | – | 2,250 |
| Mark Sheffield Director | Aug 22, 2024 | Award | +2,250 | – | – | 2,250 |
| Paolo Pietrogrande Director | Aug 22, 2024 | Award | +2,250 | – | – | 2,250 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Asia International Securities Exchange Co., Ltd. 10% Stockholder | Dec 11, 2024 | 400,000 | $1.10M | Dec 18, 2024 | PRIVATE PLACEMENT |