Jane Street’s Full Truck Alliance YMM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-17,027
Closed -$145K 13352
2026
Q1
$141K Sell
17,027
-2,212,353
-99% -$21M ﹤0.01% 10431
2025
Q4
$23.9M Buy
2,229,380
+590,805
+36% +$7.08M ﹤0.01% 1473
2025
Q3
$21.3M Buy
1,638,575
+1,508,297
+1,158% +$18.7M ﹤0.01% 1607
2025
Q2
$1.54M Sell
130,278
-1,488,911
-92% -$17.3M ﹤0.01% 4852
2025
Q1
$20.7M Buy
1,619,189
+106,305
+7% +$1.28M 0.01% 1266
2024
Q4
$16.4M Sell
1,512,884
-321,795
-18% -$3.14M ﹤0.01% 1434
2024
Q3
$16.5M Buy
1,834,679
+50,051
+3% +$384K ﹤0.01% 1401
2024
Q2
$14.3M Buy
1,784,628
+1,633,483
+1,081% +$13.9M ﹤0.01% 1626
2024
Q1
$1.1M Sell
151,145
-1,243,281
-89% -$8.3M ﹤0.01% 5243
2023
Q4
$9.77M Buy
1,394,426
+1,319,397
+1,759% +$9.3M ﹤0.01% 1984
2023
Q3
$528K Sell
75,029
-1,330,631
-95% -$9.18M ﹤0.01% 6220
2023
Q2
$8.74M Sell
1,405,660
-752,647
-35% -$4.85M ﹤0.01% 2050
2023
Q1
$16.4M Sell
2,158,307
-1,055,642
-33% -$8.36M 0.01% 1156
2022
Q4
$25.7M Buy
3,213,949
+273,073
+9% +$1.87M 0.01% 848
2022
Q3
$19.3M Buy
2,940,876
+2,508,839
+581% +$19.4M 0.01% 1102
2022
Q2
$3.91M Buy
+432,037
New +$2.94M ﹤0.01% 3039
2022
Q1
Sell
-1,851,779
Closed -$15.5M 11129
2021
Q4
$15.5M Buy
+1,851,779
New +$24.5M 0.01% 1411
2021
Q3
Sell
-145,658
Closed -$2.97M 10868
2021
Q2
$2.97M Buy
+145,658
New +$2.86M ﹤0.01% 3593

Other funds holding YMM

Jane Street's YMM Position: Q2 2026 in Review

Jane Street sold out of Full Truck Alliance (YMM) in Q2 2026, closing a stake of 17,027 shares — an estimated $145K sold.

Jane Street first reported a position in YMM in Q2 2021 and held it in 18 quarters. The position peaked at $25.7M in Q4 2022. 246 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

  • Jane Street reported no remaining Full Truck Alliance position as of Q2 2026 after selling out during the quarter.
  • Jane Street sold 17,027 Full Truck Alliance shares in Q2 2026, an estimated $145K.
  • Jane Street first reported a position in Full Truck Alliance in Q2 2021 and held it in 18 quarters.
  • Jane Street's Full Truck Alliance position peaked at $25.7M in Q4 2022.
  • 246 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Jane Street's 13F filing for Q2 2026, filed 14 Aug 2026.