Full Truck Alliance Co. Ltd. (YMM) shareholders
YMMNYSEServices-Prepackaged SoftwareFiscal year ends December 31
$8.69+0.20 (+2.36%)
Close on Nov 13, 2026Market cap $9.06BP/E 13.8Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
3.6%
741M of 20.85B shares
Institutional holders
247
88 new, 41 sold out
Net institutional buying
10M
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 |
|---|---|---|---|---|
| SVF Holdings (UK) LLP Joint filing with SB Investment Advisers (UK) Limited (11.80%), SoftBank Vision Fund L.P. (11.80%) and 2 more | 2,242,304,669 | 11.80% | 13G (passive) amendment | Dec 31, 2024 |
| Peter Hui Zhang Joint filing with Full Load Logistics Information Co., Ltd (10.00%) | 2,137,119,545 | 10.00% | 13G (passive) amendment | Dec 31, 2023 |
| First Beijing Investment Ltd | 1,800,017,900 | 9.60% | 13G (passive) amendment | Mar 31, 2026 |
| SVF Truck (Singapore) Pte. Ltd. Joint filing with SB Investment Advisers (UK) Limited (7.40%), SoftBank Vision Fund L.P. (7.40%) and 2 more | 1,386,022,769 | 7.40% | 13G (passive) amendment | Sep 30, 2025 |
| Pandanus Partners, L.P. Joint filing with FIL Limited (6.80%), Pandanus Associates, Inc. (6.80%) | 1,266,827,600 | 6.80% | 13G (passive) amendment | Sep 30, 2025 |
| Invesco Ltd. | 1,084,466,979 | 5.80% | 13G (passive) | Sep 30, 2025 |
| FIL Limited Joint filing with Pandanus Partners, L.P. (5.50%), Pandanus Associates, Inc. (5.50%) | 1,034,612,400 | 5.50% | 13G (passive) | Dec 31, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of YMM | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| First Beijing Investment Ltd | 91,790,875 | 0.44% | $745.34M | +1,789,980 | 30.50% |
| Invesco Ltd. | 62,128,513 | 0.30% | $504.48M | +2,067,672 | 0.04% |
| FIL Ltd | 60,524,375 | 0.29% | $491.46M | −2,687,196 | 0.35% |
| Greenwoods Asset Management Hong Kong Ltd. | 39,452,419 | 0.19% | $320.35M | −1,505,100 | 14.66% |
| BlackRock, Inc. | 32,143,971 | 0.15% | $261.01M | +31,145,847 | 0.00% |
| Krane Funds Advisors LLC | 28,352,796 | 0.14% | $230.22M | −248,133 | 8.16% |
| Davis Selected Advisers | 27,639,082 | 0.13% | $224.43M | −1,124,109 | 0.96% |
| Vanguard Capital Management LLC | 23,530,788 | 0.11% | $191.07M | −359,254 | 0.00% |
| JPMorgan Chase & Co | 23,155,263 | 0.11% | $187.09M | +1,081,406 | 0.01% |
| Mitsubishi UFJ Trust & Banking Corp | 22,471,443 | 0.11% | $182.47M | +3,160,527 | 0.40% |
| All-Stars Investment Ltd | 21,947,164 | 0.11% | $178.21M | −148,000 | 89.45% |
| Alpine Investment Management Ltd | 17,210,388 | 0.08% | $139.75M | +6,160,388 | 33.99% |
| Ward Ferry Management (BVI) Ltd | 14,210,686 | 0.07% | $115.39K | −439,976 | 17.41% |
| Schroder Investment Management Group | 13,781,521 | 0.07% | $111.91M | −20,983,953 | 0.08% |
| Sc US (Ttgp), Ltd. | 13,057,904 | 0.06% | $106.03M | – | 0.33% |
| North of South Capital LLP | 12,936,046 | 0.06% | $105.04M | +1,817,923 | 7.73% |
| Morgan Stanley | 10,736,456 | 0.05% | $87.18M | +1,223,819 | 0.00% |
| OLP CAPITAL MANAGEMENT Ltd | 10,716,590 | 0.05% | $87.02M | −16,818,948 | 21.75% |
| Goldman Sachs Group Inc | 10,502,067 | 0.05% | $85.28M | +2,925,202 | 0.01% |
| Brilliance Asset Management Ltd | 10,127,735 | 0.05% | $82.24M | +3,605,355 | 24.23% |
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 | 247 | 741M | 3.6% | 88 / 79 | 58 / 41 | 126M | 116M |
| Q1 2026 | 203 | 732M | 3.5% | 43 / 68 | 67 / 47 | 165M | 144M |
| Q4 2025 | 211 | 745M | 3.6% | 32 / 77 | 74 / 46 | 112M | 100M |
| Q3 2025 | 229 | 736M | 3.5% | 44 / 77 | 83 / 42 | 190M | 122M |
| Q2 2025 | 229 | 672M | 3.2% | 36 / 93 | 81 / 51 | 98M | 71M |
| Q1 2025 | 247 | 653M | 3.1% | 69 / 92 | 61 / 14 | 97M | 78M |
| Q4 2024 | 195 | 640M | 3.1% | 48 / 60 | 70 / 23 | 171M | 96M |
| Q3 2024 | 170 | 565M | 2.7% | 28 / 61 | 60 / 34 | 71M | 86M |
| Q2 2024 | 177 | 581M | 2.8% | 47 / 58 | 52 / 15 | 129M | 75M |
| Q1 2024 | 146 | 530M | 2.5% | 22 / 60 | 46 / 24 | 116M | 58M |
| Q4 2023 | 149 | 475M | 2.3% | 38 / 42 | 49 / 10 | 60M | 27M |
| Q3 2023 | 121 | 442M | 2.1% | 25 / 35 | 40 / 22 | 43M | 40M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
103 funds held YMM in Q2 2026, 54% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of YMM | Value | % of fund | As of |
|---|---|---|---|---|---|
| KraneShares CSI China Internet ETF | 25,104,993 | 0.12% | $203.85M | 4.15% | Jun 30, 2026 |
| Invesco Developing Markets Fund | 12,472,867 | 0.06% | $118.37M | 1.34% | Jul 31, 2026 |
| Vanguard Total International Stock Index Fund | 10,581,586 | 0.05% | $100.42M | 0.02% | Jul 31, 2026 |
| Vanguard Emerging Markets Stock Index Fund | 9,993,659 | 0.05% | $94.84M | 0.06% | Jul 31, 2026 |
| Davis Global Fund | 6,071,470 | 0.03% | $57.62M | 6.21% | Jul 31, 2026 |
| JPMorgan Emerging Markets Equity Fund | 5,024,377 | 0.02% | $47.68M | 0.44% | Jul 31, 2026 |
| Davis Select Worldwide ETF | 3,873,497 | 0.02% | $36.76M | 6.01% | Jul 31, 2026 |
| Baron Emerging Markets Fund | 3,771,554 | 0.02% | $30.63M | 0.77% | Jun 30, 2026 |
| Strategic Advisers Fidelity Emerging Markets Fund | 3,549,499 | 0.02% | $31.31M | 0.07% | May 31, 2026 |
| Davis Opportunity Fund | 1,933,240 | 0.01% | $15.70M | 2.41% | Jun 30, 2026 |
| Touchstone Strategic Trust-Touchstone Sands Capital Emerging Markets Growth Fund | 1,905,076 | 0.01% | $15.47M | 0.63% | Jun 30, 2026 |
| Davis Select International ETF | 1,802,404 | 0.01% | $17.10M | 5.88% | Jul 31, 2026 |
| Vanguard Ftse All-World Ex-US Index Fund | 1,745,574 | 0.01% | $16.57M | 0.02% | Jul 31, 2026 |
| International Growth and Income Fund | 1,686,880 | 0.01% | $13.70M | 0.07% | Jun 30, 2026 |
| Invesco EQV International Equity Fund | 1,464,665 | 0.01% | $13.90M | 0.74% | 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 |
|---|---|---|---|---|
| Hui Zhang | Chief Executive Officer, Director | 2,100,682,298 | 10.07% | Mar 18, 2026 |
| Langbo Guo | President, Director | 211,771 | 0.00% | Mar 18, 2026 |
| Kai Shen | See Remarks | 593,777 | 0.00% | Mar 18, 2026 |
| Simon Chong Cai | See Remarks | 1,167,980 | 0.01% | Mar 18, 2026 |
| Xinzhe Li | Director | 251,803 | 0.00% | Nov 2, 2026 |
| Shanshan Guo | Director | – | – | Mar 18, 2026 |
| Guizhen Ma | Director | 541,102 | 0.00% | Mar 18, 2026 |
| Weidong Ji | Director | 3,358,488 | 0.02% | Mar 18, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Xinzhe Li Director | Nov 1, 2026 | Award | +23,641 | – | – | 23,641 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of shares outstanding
–
20M shares short
Days to cover
2.8
At 7M shares a day
Change since last report
-8.6%
From 22M shares
Short volume, 20 days
31.1%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Full Truck Alliance's stock actually held short. Settlement fails (shares not delivered on time) peaked at 22,175 shares on Sep 29, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| All-Stars Investment Ltd Affiliate | May 21, 2026 | 148,000 | $1.31M | May 22, 2026 | Direct investment |
| All-Stars Investment Ltd Affiliate | Mar 31, 2025 | 1,200,000 | $15.48M | Mar 31, 2025 | Direct investment |
| HSG Growth IV Holdco A Ltd Affiliate | Mar 11, 2025 | 1,059,947 | $13.36M | Mar 11, 2025 | Direct investment |
| HSG Growth IV Holdco A Ltd Affiliate | Mar 10, 2025 | 845,240 | $10.48M | Mar 10, 2025 | Direct Investment |
| HSG Growth IV Holdco A Ltd Affiliate | Mar 7, 2025 | 816,635 | $10.76M | Mar 7, 2025 | Direct investment |
| All-Stars Investment Ltd Affiliate | Nov 21, 2024 | 1,500,000 | $14.76M | Nov 21, 2024 | Direct investment |
| HSG Venture V Holdco I, Ltd Affiliate | May 28, 2024 | 11,126,360 | $100.12M | May 28, 2024 | Direct investment |
| HSG Venture V Holdco I, Ltd Affliate | May 24, 2024 | 9,764,464 | $86.83M | May 24, 2024 | Direct investment |
| Simon Chong Cai Officer | May 23, 2024 | 550,000 | $5.18M | May 23, 2024 | Exercise of share option granted by the Issuer |
| HSG Venture V Holdco I, Ltd Affiliate | May 23, 2024 | 4,068,617 | $36.37M | May 23, 2024 | Direct investment |
| Guizhen Ma Director | Nov 30, 2023 | 1,000,000 | $7.52M | Nov 30, 2023 | Exercise of share option granted by the Issuer |
| Wang Zhenghong Officer | Nov 29, 2023 | 700,000 | $5.21M | Nov 29, 2023 | Exercise of share option granted by the Issuer |
| Hui Zhang Officer, Director, 10% Stockholder | Aug 30, 2023 | 10,000,000 | $71.20M | Aug 30, 2023 | Exercise of share option granted by the Issuer |
| Kai Shen Officer | Aug 30, 2023 | 600,000 | $4.27M | Aug 30, 2023 | Exercise of share option granted by the Issuer |
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