XMAXNasdaqHousehold FurnitureFiscal year ends December 31
XMax Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 14, 2026
$8.28+0.18 (+2.22%)
Close on Oct 19, 2026
- Market cap
- $505.09M
- P/E (TTM)
- 19.3
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
20.8%
13M of 65M shares
Institutional holders
56
36 new, 11 sold out
Net institutional buying
7M
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 |
|---|---|---|---|---|
| Huge Energy International Limited | 700,000 | 9.60% | 13G (passive) amendment | Oct 25, 2024 |
| VT Conceptone Sdn Bhd | 460,000 | – | 13G (passive) | Aug 7, 2024 |
| BlackRock, Inc. | 4,425,213 | 7.00% | 13G (passive) | Jun 30, 2026 |
| Hong Sheng Ventures Sdn Bhd. | 400,000 | 13.00% | 13G (passive) | Jul 5, 2024 |
| ATS Brand Sdn Bhd. | 300,000 | – | 13G (passive) | Jan 23, 2024 |
| Web 3.0 SDH BHD | 270,000 | 16.50% | 13G (passive) | Nov 20, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of XMAX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,425,213 | 6.86% | $40.23M | +3,881,753 | 0.00% |
| Vanguard Capital Management LLC | 2,485,752 | 3.85% | $22.60M | +933,086 | 0.00% |
| Geode Capital Management, LLC | 1,522,700 | 2.36% | $13.84M | +1,029,960 | 0.00% |
| State Street Corp | 954,275 | 1.48% | $8.67M | +761,046 | 0.00% |
| Northern Trust Corp | 494,030 | 0.77% | $4.49M | +400,673 | 0.00% |
| Vanguard Fiduciary Trust Co | 443,462 | 0.69% | $4.03M | +178,857 | 0.00% |
| Vanguard Portfolio Management LLC | 422,802 | 0.66% | $3.84M | New | 0.00% |
| UBS Group AG | 356,626 | 0.55% | $3.24M | −110,487 | 0.00% |
| Renaissance Technologies LLC | 323,335 | 0.50% | $2.94M | −137,865 | 0.00% |
| Goldman Sachs Group Inc | 197,175 | 0.31% | $1.79M | +124,213 | 0.00% |
| Charles Schwab Investment Management Inc | 175,166 | 0.27% | $1.59M | +149,166 | 0.00% |
| Bank of New York Mellon Corp | 141,668 | 0.22% | $1.29M | New | 0.00% |
| Nuveen, LLC | 138,780 | 0.22% | $1.26M | New | 0.00% |
| Citadel Advisors LLC | 117,424 | 0.18% | $1.07M | New | 0.00% |
| Two Sigma Investments, LP | 100,483 | 0.16% | $913.39K | −69,792 | 0.00% |
| Barclays PLC | 91,632 | 0.14% | $832.94K | +86,827 | 0.00% |
| Rhumbline Advisers | 77,124 | 0.12% | $701.05K | New | 0.00% |
| Bank Of America Corp /De/ | 76,639 | 0.12% | $696.65K | New | 0.00% |
| Deutsche Bank AG\ | 60,914 | 0.09% | $553.71K | New | 0.00% |
| Virtu Financial LLC | 59,090 | 0.09% | $537 | +6,814 | 0.02% |
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 | 56 | 13M | 20.8% | 36 / 15 | 5 / 11 | 9M | 2M |
| Q1 2026 | 31 | 6M | 9.2% | 13 / 11 | 7 / 11 | 4M | 0M |
| Q4 2025 | 31 | 3M | 4.3% | 20 / 10 | 1 / 4 | 2M | 0M |
| Q3 2025 | 15 | 1M | 0.8% | 8 / 5 | 0 / 3 | 0M | 0M |
| Q2 2025 | 10 | 0M | 0.3% | 3 / 1 | 4 / 1 | 0M | 0M |
| Q1 2025 | 8 | 0M | 0.2% | 1 / 5 | 0 / 2 | 0M | 0M |
| Q4 2024 | 9 | 0M | 0.2% | 4 / 2 | 1 / 0 | 0M | 0M |
| Q3 2024 | 5 | 0M | 0.0% | 2 / 1 | 1 / 1 | 0M | 0M |
| Q2 2024 | 5 | 0M | 0.0% | 2 / 1 | 0 / 3 | 0M | 0M |
| Q1 2024 | 6 | 0M | 0.0% | 2 / 1 | 1 / 1 | 0M | 0M |
| Q4 2023 | 5 | 0M | 0.0% | 1 / 1 | 1 / 2 | 0M | 0M |
| Q3 2023 | 6 | 0M | 0.0% | 1 / 1 | 1 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of XMAX | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,712,900 | 2.65% | $15.57M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,585,646 | 2.46% | $14.41M | 0.02% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 729,302 | 1.13% | $6.63M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 667,550 | 1.03% | $5.75M | 0.02% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 520,316 | 0.81% | $4.73M | 0.03% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 221,035 | 0.34% | $1.89M | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 206,327 | 0.32% | $1.88M | 0.12% | Jun 30, 2026 |
| Schwab Small-Cap Index Fund | 149,106 | 0.23% | $1.29M | 0.02% | Jul 31, 2026 |
| Master Small Cap Index Series | 114,677 | 0.18% | $1.04M | 0.02% | Jun 30, 2026 |
| Nuveen Small Cap Blend Index Fund | 81,132 | 0.13% | $699.36K | 0.02% | Jul 31, 2026 |
| Fidelity Total Market Index Fund | 80,768 | 0.13% | $690.57K | 0.00% | May 31, 2026 |
| EQ/2000 Managed Volatility Portfolio | 66,732 | 0.10% | $606.59K | 0.02% | Jun 30, 2026 |
| Fidelity Series Total Market Index Fund | 65,315 | 0.10% | $558.44K | 0.00% | May 31, 2026 |
| iShares Russell 2000 Value ETF | 54,946 | 0.09% | $499.46K | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Growth Index Fund | 51,905 | 0.08% | $471.82K | 0.03% | 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 |
|---|---|---|---|---|
| Yizhou Zhao | Chief Operating Officer, Director | – | – | May 14, 2026 |
| Xiaohua Lu | Chief Executive Officer, Director | – | – | May 14, 2026 |
| Min Su | Secretary, Director | 20,400 | 0.03% | Jan 6, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Min Su Secretary, Director | Nov 7, 2024 | Award | +6,000 | – | – | 20,400 |
| Min Su Secretary, Director | Nov 9, 2023 | Award | +6,000 | – | – | 14,400 |
| Min Su Secretary, Director | Nov 11, 2022 | Award | +6,000 | – | – | 42,000 |
| Min Su Secretary, Director | Nov 11, 2021 | Award | +6,000 | – | – | 36,000 |
| Min Su Secretary, Director | Nov 10, 2020 | Award | +6,000 | – | – | 30,000 |
| Min Su Secretary, Director | Jan 31, 2020 | Award | +6,000 | – | – | 24,000 |
| Min Su Secretary, Director | Dec 13, 2018 | Award | +30,000 | – | – | 90,000 |
| Min Su Corporate Secretary, Director | Feb 27, 2018 | Award | +30,000 | – | – | 60,000 |
| Umesh Patel Director | Nov 13, 2017 | Sale | −9,040 | $2.56 | $23.14K | 0 |
| Umesh Patel Director | Nov 1, 2017 | Sale | −5,001 | $1.56 | $7.80K | 9,040 |
| Yuen Ching Ho Chief Financial Officer, Director | Jun 19, 2017 | Sale | −4,156,403 | $1.41 | $5.86M | 0 |
| Umesh Patel Director | Mar 31, 2017 | Award | +6,024 | $1.66 | $10.00K | 14,041 |
| Bin Liu Director | Mar 31, 2017 | Award | +6,024 | $1.66 | $10.00K | 42,629 |
| Bin Liu Director | Jan 3, 2017 | Award | +5,263 | $1.90 | $10.00K | 36,605 |
| Michael J. Viotto Director | Jan 3, 2017 | Award | +5,263 | $1.90 | $10.00K | 40,605 |
| Umesh Patel Director | Jan 3, 2017 | Award | +5,263 | $1.90 | $10.00K | 8,017 |
| Ya Ming Wong Former Officer, Director | Dec 28, 2016 | Sale | −4,973,903 | $2.11 | $10.49M | 0 |
| Thanh H. Lam President; Interim CEO, Director | Nov 29, 2016 | Sale | −8,230 | $2.95 | $24.28K | 196,403 |
| Thanh H. Lam President; Interim CEO, Director | Nov 28, 2016 | Sale | −41,770 | $2.95 | $123.22K | 204,633 |
| Umesh Patel Director | Nov 11, 2016 | Award | +2,754 | $3.07 | $8.45K | 2,754 |
| Ya Ming Wong Former Officer, Director | Oct 3, 2016 | Returned to company | −25,000 | – | – | 4,973,903 |
| Bin Liu Director | Sep 30, 2016 | Award | +2,754 | $3.63 | $10.00K | 31,342 |
| Michael J. Viotto Director | Sep 30, 2016 | Award | +2,754 | $3.63 | $10.00K | 35,342 |
| Bin Liu Director | Aug 9, 2016 | Award | +16,393 | $0.61 | $10.00K | 28,588 |
| Michael J. Viotto Director | Aug 9, 2016 | Award | +16,393 | $0.61 | $10.00K | 32,588 |
| Thanh H. Lam President; Interim CEO, Director | Mar 21, 2016 | Award | +100,000 | – | – | 246,403 |
| Ya Ming Wong Chief Executive Officer, Director, 10% owner | Mar 21, 2016 | Award | +100,000 | – | – | 4,998,903 |
| Yuen Ching Ho Chief Financial Officer, Director, 10% owner | Mar 21, 2016 | Award | +100,000 | – | – | 4,156,403 |
| Peter M. Kam Director | Jun 29, 2015 | Buy | +20,000 | $2.00 | $40.00K | 56,195 |
| Peter M. Kam Director | May 28, 2015 | Buy | +20,000 | $2.40 | $48.00K | 36,195 |
| Bin Liu Director | May 19, 2015 | Award | +12,195 | $3.28 | $40.00K | 12,195 |
| Peter M. Kam Director | Mar 24, 2015 | Award | +12,195 | $3.28 | $40.00K | 16,195 |
| Michael J. Viotto Director | Mar 24, 2015 | Award | +12,195 | $3.28 | $40.00K | 16,195 |
| Chung Shing Yam Director | Mar 24, 2015 | Award | +12,195 | $3.28 | $40.00K | 16,195 |
| Yuen Ching Ho Chief Financial Officer, Director, 10% owner | Nov 28, 2014 | Gift | −842,500 | – | – | 4,056,403 |
| James R. Talevich Director | Nov 19, 2014 | Award | +10,602 | $4.10 | $43.47K | 25,000 |
| James R. Talevich Director | Nov 18, 2014 | Award | +9,398 | $4.10 | $38.53K | 14,398 |
| Yuen Ching Ho Chief Financial Officer, Director, 10% owner | Nov 10, 2014 | Award | +46,403 | – | – | 4,898,903 |
| Thanh H. Lam President, Director | Nov 10, 2014 | Award | +46,403 | – | – | 146,403 |
| Ya Ming Wong Chief Executive Officer, Director, 10% owner | Nov 10, 2014 | Award | +46,403 | – | – | 4,898,903 |
| Thanh H. Lam President, Director | Aug 7, 2014 | Award | +50,000 | – | – | 100,000 |
| James R. Talevich Director | Jul 9, 2014 | Award | +5,000 | – | – | 5,000 |
| Peter M. Kam Director | Jul 9, 2014 | Award | +4,000 | – | – | 4,000 |
| Chung Shing Yam Director | Jul 9, 2014 | Award | +4,000 | – | – | 4,000 |
| Michael J. Viotto Director | Jul 9, 2014 | Award | +4,000 | – | – | 4,000 |
| Thanh H. Lam President, Director | Aug 28, 2013 | Award | +50,000 | – | – | 50,000 |
| Ya Ming Wong CEO and Chairman, Director, 10% owner | Aug 18, 2011 | Buy | +10,000 | $1.50 | $15.00K | 4,852,500 |
| Yuen Ching Ho Chief Financial Officer, 10% owner | Aug 18, 2011 | Buy | +10,000 | $1.50 | $15.00K | 4,852,500 |
| Alex Li Chairman and Chief Executive O, Director, 10% owner | Jun 30, 2011 | Other | −10,000,000 | $0.01 | $100.00K | 0 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.