ZTO Express

ZTO

Market cap $18.7B

ZTO Hedge Fund Activity: Q1 2026 in Review

178 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q1 2026, worth a combined $1.47B — up 14% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ZTO positions and 18 closed out — a net gain of 19 holders — while 77 added to existing stakes and 42 trimmed.

The largest buyer was Marshall Wace, adding an estimated $51.4M. The largest seller was Temasek Holdings, cutting an estimated $49.5M.

• 178 institutional investors held ZTO Express (ZTO) as of Q1 2026, up from 161 in Q4 2025.
• Funds reported $1.47B of ZTO Express stock for Q1 2026, up 14% quarter-over-quarter.
• 37 funds opened new ZTO Express positions in Q1 2026 and 18 closed out, a net change of +19 holders.
• The largest ZTO Express buyer in Q1 2026 was Marshall Wace, an estimated $51.4M added.
• The largest ZTO Express seller in Q1 2026 was Temasek Holdings, an estimated $49.5M sold.

Based on aggregated 13F filings for Q1 2026.