SEI Investments’s Full Truck Alliance YMM Stock Holding History

SEI Investments’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	$1.43M	Buy	175,765 +34,336	+24%	+$292K	﹤0.01%	2119
2026 Q1	$1.17M	Sell	141,429 -36,483	-21%	-$347K	﹤0.01%	2278
2025 Q4	$1.91M	Sell	177,912 -229,683	-56%	-$2.75M	﹤0.01%	1875
2025 Q3	$5.29M	Sell	407,595 -243,352	-37%	-$3.01M	0.01%	1276
2025 Q2	$7.69M	Sell	650,947 -135,604	-17%	-$1.58M	0.01%	1081
2025 Q1	$10M	Buy	786,551 +245,004	+45%	+$2.95M	0.01%	968
2024 Q4	$5.86M	Sell	541,547 -95,262	-15%	-$929K	0.01%	1224
2024 Q3	$5.74M	Buy	636,809 +565,935	+799%	+$4.34M	0.01%	1226
2024 Q2	$570K	Hold	70,874	–	–	﹤0.01%	2111
2024 Q1	$515K	Hold	70,874	–	–	﹤0.01%	2108
2023 Q4	$497K	Hold	70,874	–	–	﹤0.01%	2113
2023 Q3	$499K	Hold	70,874	–	–	﹤0.01%	2109
2023 Q2	$441K	Hold	70,874	–	–	﹤0.01%	2186
2023 Q1	$539K	Hold	70,874	–	–	﹤0.01%	2103
2022 Q4	$567K	Hold	70,874	–	–	﹤0.01%	1961
2022 Q3	$464K	Hold	70,874	–	–	﹤0.01%	2124
2022 Q2	$642K	Hold	70,874	–	–	﹤0.01%	2006
2022 Q1	$473K	Buy	70,874 +12,182	+21%	+$98.6K	﹤0.01%	2113
2021 Q4	$491K	Hold	58,692	–	–	﹤0.01%	2114
2021 Q3	$900K	Hold	58,692	–	–	﹤0.01%	1816
2021 Q2	$1.2M	Buy	+58,692	New	+$1.15M	﹤0.01%	1739

Other funds holding YMM

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 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 Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

SEI Investments's YMM Position: Q2 2026 in Review

SEI Investments increased its Full Truck Alliance (YMM) stake by 24% in Q2 2026, buying an estimated $292K and bringing the position to 175,765 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #2119.

SEI Investments first reported a position in YMM in Q2 2021 and has held it in 21 quarters since. The position peaked at $10M in Q1 2025. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

SEI Investments held 175,765 shares of Full Truck Alliance worth $1.43M as of Q2 2026.
SEI Investments bought 34,336 Full Truck Alliance shares in Q2 2026, an estimated $292K.
Full Truck Alliance made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #2119 holding.
SEI Investments first reported a position in Full Truck Alliance in Q2 2021 and has held it in 21 quarters since.
SEI Investments's Full Truck Alliance position peaked at $10M in Q1 2025.
247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.