YBNasdaqInsurance Agents, Brokers & ServiceFiscal year ends December 31
Yuanbao Inc.
Financials through fiscal 2025, year ended Dec 31, 2025Last filing: 20-F on Apr 30, 2026
$11.62+0.10 (+0.87%)
Close on Oct 19, 2026
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
1.7%
5M of 276M shares
Institutional holders
22
8 new, 2 sold out
Net institutional buying
1M
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 |
|---|---|---|---|---|
| Northern Light Venture Capital V, Ltd. | 29,448,541 | 15.20% | 13G (passive) | Apr 30, 2025 |
| Lunar Link Limited | 22,499,851 | 11.90% | 13G (passive) | Jun 30, 2025 |
| Lunar Link Ltd | 20,766,793 | 10.70% | 13G (passive) amendment | Mar 31, 2026 |
| Enlightenment Trust | 18,350,955 | 9.70% | 13G (passive) | Jun 30, 2025 |
| Franchise GP Ltd | 14,362,929 | 7.60% | 13G (passive) | Aug 13, 2025 |
| Qiming GP VII, LLC | 13,327,406 | 6.90% | 13G (passive) amendment | Jun 30, 2026 |
| Rui Fang | 108,230,475 | 38.50% | 13G (passive) | Jun 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of YB | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Susquehanna International Group, Llp | 3,035,308 | 1.10% | $46.26M | – | 0.00% |
| Franchise GP Ltd | 1,214,593 | 0.44% | $18.51M | +680,756 | 8.60% |
| Lighthouse Investment Partners, LLC | 153,224 | 0.06% | $2.34M | +60,666 | 0.06% |
| Point72 Asset Management, L.P. | 104,705 | 0.04% | $1.60M | −10,795 | 0.00% |
| Barclays PLC | 62,322 | 0.02% | $949.79K | +2,858 | 0.00% |
| Morgan Stanley | 39,990 | 0.01% | $609.45K | −1,708 | 0.00% |
| Millennium Management LLC | 35,321 | 0.01% | $538.29K | New | 0.00% |
| JPMorgan Chase & Co | 19,309 | 0.01% | $288.86K | −4,727 | 0.00% |
| Citadel Advisors LLC | 19,235 | 0.01% | $293.14K | New | 0.00% |
| XTX Topco Ltd | 13,688 | 0.00% | $208.61K | New | 0.00% |
| Jane Street Group, LLC | 13,285 | 0.00% | $202.46K | New | 0.00% |
| Marshall Wace, Llp | 10,913 | 0.00% | $166.31K | New | 0.00% |
| Ramsey Quantitative Systems | 10,489 | 0.00% | $159.85K | New | 0.14% |
| UBS Group AG | 7,512 | 0.00% | $114.48K | −12,595 | 0.00% |
| Royal Bank of Canada | 5,913 | 0.00% | $90.00K | +1,834 | 0.00% |
| National Bank Of Canada /Fi/ | 3,000 | 0.00% | $45.33K | – | 0.00% |
| Rhumbline Advisers | 386 | 0.00% | $5.88K | – | 0.00% |
| WealthCollab, LLC | 164 | 0.00% | $2.50K | – | 0.00% |
| Quarry LP | 135 | 0.00% | $2.06K | New | 0.00% |
| Nisa Investment Advisors, LLC | 33 | 0.00% | $503 | +1 | 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 | 22 | 5M | 1.7% | 8 / 5 | 5 / 2 | 1M | 0M |
| Q1 2026 | 17 | 4M | 1.4% | 7 / 6 | 1 / 2 | 1M | 0M |
| Q4 2025 | 12 | 3M | 1.2% | 5 / 2 | 4 / 4 | 0M | 0M |
| Q3 2025 | 12 | 4M | 1.3% | 7 / 3 | 1 / 4 | 3M | 0M |
| Q2 2025 | 9 | 0M | 0.1% | 9 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of YB | Value | % of fund | As of |
|---|---|---|---|---|---|
| Fidelity Nasdaq Composite Index Fund | 5,044 | 0.00% | $74.90K | 0.00% | May 31, 2026 |
| Emerging Markets Sustainability Core 1 Portfolio | 755 | 0.00% | $10.15K | 0.00% | Jul 31, 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 |
|---|---|---|---|---|
| Shuli Sun | Chief Product Officer, Director | 6,299,986 | 2.28% | Sep 25, 2026 |
| Rui Fang | Chief Executive Officer, Director, 10% owner | 103,934,625 | 37.59% | Sep 25, 2026 |
| Ying Dana Li | Chief Operating Officer, Director | 7,102,172 | 2.57% | Sep 25, 2026 |
| Ying Yue | Vice President | 940,000 | 0.34% | Sep 25, 2026 |
| Bo Ethan Wang | Chief Technology Officer | 6,299,986 | 2.28% | Sep 25, 2026 |
| Hui Rui Wan | Chief Financial Officer | 400,000 | 0.14% | Sep 25, 2026 |
| Xu Harley Han | Director | – | – | Sep 25, 2026 |
| Dong Li | Director | 11,532 | 0.00% | Mar 30, 2026 |
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Link Limited Lunar 10% Stockholder | Sep 10, 2026 | 323,914 | $4.42M | Sep 10, 2026 | Private Acquisition from Issuer/Affiliate |
| Capital III L.P. HIKE 10% Stockholder | Mar 4, 2026 | 50,000 | $970.50K | Mar 4, 2026 | ADS Conversion |
| Link Ltd Lunar 10% Stockholder | Mar 4, 2026 | 150,000 | $2.91M | Mar 4, 2026 | ADS Conversion |
| Light Venture Cap V. Northern 10% Stockholder | Dec 23, 2025 | 323,914 | $6.56M | Dec 23, 2025 | Private Acquisition from Issuer/Affiliate |
| Link Ltd Lunar 10% Stockholder | Dec 4, 2025 | 130,000 | $2.89M | Dec 5, 2025 | ADS Conversion |
| Link Ltd Lunar 10% Stockholder | Nov 14, 2025 | 100,000 | $2.12M | Nov 14, 2025 | ADS Conversion |
| Capital III L.P. HIKE 10% Stockholder | Oct 24, 2025 | 93,910 | $2.20M | Oct 27, 2025 | ADS Conversion |