Jane Street
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Jane Street’s Full Truck Alliance YMM Stock Holding History

Jane Street’s Portfolio YMM Stock Details YMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.04M Buy
+127,800
New +$1.09M ﹤0.01% 6474
2026
Q1 		– Sell
-978,200
Closed -$10.5M – 13177
2025
Q4 		$10.5M Sell
978,200
-14,700
-1% -$176K ﹤0.01% 2264
2025
Q3 		$12.9M Buy
992,900
+769,200
+344% +$9.53M ﹤0.01% 2102
2025
Q2 		$2.64M Sell
223,700
-167,900
-43% -$1.95M ﹤0.01% 3970
2025
Q1 		$5M Sell
391,600
-2,676,300
-87% -$32.3M ﹤0.01% 2939
2024
Q4 		$33.2M Buy
3,067,900
+2,100
+0.1% +$20.5K 0.01% 914
2024
Q3 		$27.6M Sell
3,065,800
-426,900
-12% -$3.27M 0.01% 1030
2024
Q2 		$28.1M Sell
3,492,700
-4,013,100
-53% -$34.1M 0.01% 1032
2024
Q1 		$54.6M Buy
7,505,800
+4,091,800
+120% +$27.3M 0.01% 586
2023
Q4 		$23.9M Buy
3,414,000
+2,602,900
+321% +$18.4M 0.01% 1130
2023
Q3 		$5.71M Sell
811,100
-297,500
-27% -$2.05M ﹤0.01% 2427
2023
Q2 		$6.9M Sell
1,108,600
-12,600
-1% -$81.3K ﹤0.01% 2325
2023
Q1 		$8.53M Sell
1,121,200
-1,009,200
-47% -$7.99M ﹤0.01% 1801
2022
Q4 		$17M Buy
2,130,400
+2,086,900
+4,797% +$14.3M 0.01% 1121
2022
Q3 		$285K Buy
+43,500
New +$336K ﹤0.01% 7674

Other funds holding YMM

FBIL
First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

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.