Full Truck Alliance Co. Ltd. (YMM)
- Sector
- Technology
- Industry
- Software - Application
- Last price
- $8.76
- As of
Kresmion compiles this page from YMM's SEC filings, its 13F institutional holders and the market events Kresmion detects, each linked to its source.
Full Truck Alliance Co. Ltd. (YMM): 3 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 6-K filed 2026-08-19.
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Preview the YMM dossierActive signals for YMM
- mediumEARNINGS_BEAT
Q2-2026: Beat consensus by 8.6%, EPS $1.3476 vs $1.2409 estimate
- highINSTITUTIONAL_SURGE
CITADEL ADVISORS LLC added +212% to YMM (2026Q2)
- highINSTITUTIONAL_SURGE
CITADEL ADVISORS LLC added +4249% to YMM (2026Q2)
- highINSTITUTIONAL_EXIT
D. E. Shaw & Co., Inc. cut 53% of YMM (2026Q2)
- mediumEARNINGS_BEAT
Q1-2026: Beat consensus by 24.6% - EPS $1.15 vs $0.9229 estimate
FREE, NO ACCOUNT
Every signal on YMM, as it fires
You are seeing 5 of 8 signals recorded on YMM since 2026-05-17.
The five above landed across 3 days. The other 3 were recorded on 2 other days.
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Largest reported share positions in YMM (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| D. E. Shaw & Co., Inc.CUSIP 35969L108 · 2026Q2 | $43.1M | 0.02% | , |
| RENAISSANCE TECHNOLOGIES LLCCUSIP 35969L108 · 2026Q2 | $7M | 0.01% | , |
| CITADEL ADVISORS LLCCUSIP 35969L108 · 2026Q2 | $6M | 0.00% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, YMM
- 6-KSEC EDGAR ↗
- 6-KSEC EDGAR ↗
- 20-FSEC EDGAR ↗
- 6-KSEC EDGAR ↗
- 6-KSEC EDGAR ↗
- 6-KSEC EDGAR ↗
- 6-KSEC EDGAR ↗
- 6-KSEC EDGAR ↗
- 6-KSEC EDGAR ↗
- 20-FSEC EDGAR ↗
YMM against its peers
YMM's operating margin of 33.2% ranks in the 92nd percentile of 19 Software - Application sub-industry peers, fiscal periods ending between 2025-12-31 and 2026-06-30.
| Metric | YMM | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 12.5B CNY | n/a | n/a | 1 |
| Revenue YoY | 11.1% | n/a | n/a | 4 |
| Gross margin | n/a | 71.3% | n/a | 15 |
| Operating margin | 33.2% | 1.0% | 93 | 19 |
| Net margin | 35.7% | 0.6% | 98 | 19 |
| Return on equity | 11.0% | 2.8% | 57 | 19 |
| P / E | n/a | 24.0x | n/a | 7 |
| 1 year | n/a | 3.2% | n/a | 12 |
Peers (19): PCOR, ESTC, CWAN, NICE, NAVN, OTEX, CCC, MNDY, LIF, BRZE, PTRN, AGYS, KC, VIA, ADEA, GRND, PLUS, SOUN, PDFS. Left out: BJGPY (no annual filing), OCTV (no annual filing), OBICY (no annual filing), DIDIY (period gap), BSP (no annual filing), BTDR (period gap). Fiscal periods ending between 2025-12-31 and 2026-06-30. Every figure is one full fiscal year read from one annual filing (YMM: 20-F), reported in CNY. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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