Robeco Institutional Asset Management’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
$16.8M Sell
2,065,867
-408,000
-16% -$3.47M 0.02% 384
2026
Q1
$20.5M Sell
2,473,867
-338,003
-12% -$3.21M 0.03% 337
2025
Q4
$30.2M Buy
2,811,870
+334,124
+13% +$4.01M 0.04% 299
2025
Q3
$32.1M Buy
2,477,746
+58,800
+2% +$728K 0.05% 289
2025
Q2
$28.6M Sell
2,418,946
-839,279
-26% -$9.77M 0.05% 301
2025
Q1
$41.6M Sell
3,258,225
-199,033
-6% -$2.4M 0.08% 216
2024
Q4
$37.4M Sell
3,457,258
-243,770
-7% -$2.38M 0.07% 233
2024
Q3
$33.3M Buy
3,701,028
+353,891
+11% +$2.71M 0.07% 257
2024
Q2
$26.9M Buy
3,347,137
+890,442
+36% +$7.57M 0.06% 276
2024
Q1
$17.9M Buy
2,456,695
+160,000
+7% +$1.07M 0.04% 356
2023
Q4
$16.1M Buy
2,296,695
+570,000
+33% +$4.02M 0.04% 366
2023
Q3
$12.2M Sell
1,726,695
-174,969
-9% -$1.21M 0.03% 402
2023
Q2
$11.8M Buy
1,901,664
+239,536
+14% +$1.54M 0.03% 400
2023
Q1
$12.6M Hold
1,662,128
0.03% 399
2022
Q4
$13.3M Buy
+1,662,128
New +$11.4M 0.04% 380

Other funds holding YMM

Robeco Institutional Asset Management's YMM Position: Q2 2026 in Review

Robeco Institutional Asset Management reduced its Full Truck Alliance (YMM) stake by 16% in Q2 2026, selling an estimated $3.47M and leaving 2,065,867 shares worth $16.8M. The position accounts for 0.02% of the portfolio, ranked #384.

Robeco Institutional Asset Management first reported a position in YMM in Q4 2022 and has held it in 15 quarters since. The position peaked at $41.6M in Q1 2025. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

  • Robeco Institutional Asset Management held 2,065,867 shares of Full Truck Alliance worth $16.8M as of Q2 2026.
  • Robeco Institutional Asset Management sold 408,000 Full Truck Alliance shares in Q2 2026, an estimated $3.47M.
  • Full Truck Alliance made up 0.02% of Robeco Institutional Asset Management's portfolio in Q2 2026, its #384 holding.
  • Robeco Institutional Asset Management first reported a position in Full Truck Alliance in Q4 2022 and has held it in 15 quarters since.
  • Robeco Institutional Asset Management's Full Truck Alliance position peaked at $41.6M in Q1 2025.
  • 247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Robeco Institutional Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.