David Shaw’s ZTO Express ZTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.35M | Sell |
60,268
-99,370
| -62% | -$2.37M | ﹤0.01% | 3537 |
|
|
2026
Q1 | $4.02M | Buy |
159,638
+60,044
| +60% | +$1.41M | ﹤0.01% | 2343 |
|
|
2025
Q4 | $2.08M | Buy |
99,594
+8,911
| +10% | +$176K | ﹤0.01% | 3020 |
|
|
2025
Q3 | $1.74M | Buy |
+90,683
| New | +$1.74M | ﹤0.01% | 3075 |
|
|
2025
Q2 | – | Sell |
-289,607
| Closed | -$5.75M | – | 4787 |
|
|
2025
Q1 | $5.75M | Buy |
+289,607
| New | +$5.65M | 0.01% | 1787 |
|
|
2024
Q2 | – | Sell |
-13,325
| Closed | -$291K | – | 4895 |
|
|
2024
Q1 | $279K | Buy |
13,325
+2,574
| +24% | +$49.2K | ﹤0.01% | 3761 |
|
|
2023
Q4 | $229K | Sell |
10,751
-201,731
| -95% | -$4.58M | ﹤0.01% | 3840 |
|
|
2023
Q3 | $5.14M | Sell |
212,482
-529,258
| -71% | -$13.5M | 0.01% | 1787 |
|
|
2023
Q2 | $18.6M | Buy |
741,740
+254,785
| +52% | +$7.01M | 0.02% | 914 |
|
|
2023
Q1 | $14M | Buy |
+486,955
| New | +$13.3M | 0.01% | 1124 |
|
|
2022
Q4 | – | Sell |
-20,200
| Closed | -$485K | – | 5175 |
|
|
2022
Q3 | $485K | Buy |
+20,200
| New | +$527K | ﹤0.01% | 4062 |
|
|
2022
Q2 | – | Sell |
-984,187
| Closed | -$24.6M | – | 5839 |
|
|
2022
Q1 | $24.6M | Sell |
984,187
-260,459
| -21% | -$7.35M | 0.02% | 889 |
|
|
2021
Q4 | $35.1M | Buy |
1,244,646
+1,220,471
| +5,048% | +$36.4M | 0.03% | 730 |
|
|
2021
Q3 | $741K | Buy |
24,175
+2,035
| +9% | +$58.4K | ﹤0.01% | 3827 |
|
|
2021
Q2 | $672K | Buy |
+22,140
| New | +$684K | ﹤0.01% | 3859 |
|
|
2021
Q1 | – | Sell |
-28,267
| Closed | -$923K | – | 4550 |
|
|
2020
Q4 | $824K | Buy |
28,267
+1,302
| +5% | +$38.2K | ﹤0.01% | 3150 |
|
|
2020
Q3 | $807K | Buy |
26,965
+867
| +3% | +$29.6K | ﹤0.01% | 2978 |
|
|
2020
Q2 | $958K | Buy |
+26,098
| New | +$832K | ﹤0.01% | 2971 |
|
|
2019
Q4 | – | Sell |
-71,657
| Closed | -$1.53M | – | 4216 |
|
|
2019
Q3 | $1.53M | Buy |
+71,657
| New | +$1.44M | ﹤0.01% | 2553 |
|
|
2018
Q4 | – | Sell |
-48,767
| Closed | -$808K | – | 4036 |
|
|
2018
Q3 | $808K | Sell |
48,767
-105,495
| -68% | -$2.03M | ﹤0.01% | 2817 |
|
|
2018
Q2 | $3.08M | Buy |
154,262
+103,176
| +202% | +$1.86M | ﹤0.01% | 1903 |
|
|
2018
Q1 | $766K | Sell |
51,086
-413,267
| -89% | -$6.48M | ﹤0.01% | 2668 |
|
|
2017
Q4 | $7.36M | Buy |
464,353
+196,014
| +73% | +$3.09M | 0.01% | 1225 |
|
|
2017
Q3 | $3.77M | Buy |
268,339
+244,908
| +1,045% | +$3.53M | 0.01% | 1584 |
|
|
2017
Q2 | $327K | Buy |
+23,431
| New | +$324K | ﹤0.01% | 3001 |
|
Other funds holding ZTO
SCMS
PIM
TAM
David Shaw's ZTO Position: Q2 2026 in Review
David Shaw reduced its ZTO Express (ZTO) stake by 62% in Q2 2026, selling an estimated $2.37M and leaving 60,268 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #3537.
David Shaw first reported a position in ZTO in Q2 2017 and has held it in 25 quarters since. The position peaked at $35.1M in Q4 2021. 196 funds tracked by Wall St. Rank hold ZTO as of Q2 2026.
- David Shaw held 60,268 shares of ZTO Express worth $1.35M as of Q2 2026.
- David Shaw sold 99,370 ZTO Express shares in Q2 2026, an estimated $2.37M.
- ZTO Express made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #3537 holding.
- David Shaw first reported a position in ZTO Express in Q2 2017 and has held it in 25 quarters since.
- David Shaw's ZTO Express position peaked at $35.1M in Q4 2021.
- 196 funds tracked by Wall St. Rank held ZTO Express as of Q2 2026.
Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.