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
$153K Buy
18,900
+8,300
+78% +$70.6K ﹤0.01% 10327
2026
Q1
$88K Buy
+10,600
New +$101K ﹤0.01% 10708
2025
Q4
Sell
-150,200
Closed -$1.95M 12598
2025
Q3
$1.95M Sell
150,200
-757,600
-83% -$9.38M ﹤0.01% 4991
2025
Q2
$10.7M Sell
907,800
-789,800
-47% -$9.19M ﹤0.01% 2068
2025
Q1
$21.7M Buy
+1,697,600
New +$20.5M 0.01% 1219
2024
Q4
Sell
-59,800
Closed -$539K 10775
2024
Q3
$539K Buy
59,800
+37,100
+163% +$285K ﹤0.01% 7058
2024
Q2
$183K Sell
22,700
-34,800
-61% -$296K ﹤0.01% 8458
2024
Q1
$418K Buy
57,500
+21,300
+59% +$142K ﹤0.01% 7004
2023
Q4
$254K Sell
36,200
-19,100
-35% -$135K ﹤0.01% 7873
2023
Q3
$389K Buy
55,300
+9,500
+21% +$65.5K ﹤0.01% 6654
2023
Q2
$285K Buy
45,800
+26,200
+134% +$169K ﹤0.01% 7209
2023
Q1
$149K Sell
19,600
-51,700
-73% -$410K ﹤0.01% 8017
2022
Q4
$570K Buy
71,300
+34,000
+91% +$233K ﹤0.01% 5900
2022
Q3
$244K Buy
+37,300
New +$288K ﹤0.01% 7880

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.