David Shaw’s ZTO Express ZTO Stock Holding History

David Shaw’s Portfolio ZTO Stock Details ZTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-25,000	Closed	-$524K	–	4896
2024 Q1	$524K	Buy	25,000 +2,700	+12%	+$51.7K	﹤0.01%	3464
2023 Q4	$475K	Sell	22,300 -55,000	-71%	-$1.25M	﹤0.01%	3533
2023 Q3	$1.87M	Buy	+77,300	New	+$1.97M	﹤0.01%	2625
2023 Q2	–	Sell	-50,000	Closed	-$1.43M	–	4620
2023 Q1	$1.43M	Buy	+50,000	New	+$1.37M	﹤0.01%	2917
2022 Q1	–	Sell	-80,000	Closed	-$2.26M	–	6004
2021 Q4	$2.26M	Sell	80,000 -45,000	-36%	-$1.34M	﹤0.01%	3246
2021 Q3	$3.83M	Buy	125,000 +20,000	+19%	+$574K	﹤0.01%	2381
2021 Q2	$3.19M	Buy	105,000 +45,000	+75%	+$1.39M	﹤0.01%	2460
2021 Q1	$1.75M	Sell	60,000 -11,900	-17%	-$388K	﹤0.01%	2702
2020 Q4	$2.1M	Hold	71,900	–	–	﹤0.01%	2524
2020 Q3	$2.15M	Buy	71,900 +30,000	+72%	+$1.02M	﹤0.01%	2346
2020 Q2	$1.54M	Buy	+41,900	New	+$1.34M	﹤0.01%	2617

Other funds holding ZTO

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCMS

Serenity Capital Management (Singapore) Singapore $332M AUM 8.08% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

PIM

Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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.