ZKH Group Ltd (ZKH) research

ZKH Group Ltd

Sector: Consumer Cyclical
Industry: Internet Retail
Last price: $2.74
As of: 2026-10-02

ZKH Group Ltd (ZKH): 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 2026-08-21.

As of 2026-08-21, the latest of: this ticker's 13F holdings load, its latest SEC filing date, and its latest signal other than 13F-derived signals. Source: SEC EDGAR filings for ZKH. Method and limitations.

COMPANY DOSSIER

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Active signals for ZKH

mediumNEW_POSITION2026-08-16
MILLENNIUM MANAGEMENT LLC new position in ZKH
All 2026-08-16 signals →
highINSTITUTIONAL_SURGE2026-08-16
CITADEL ADVISORS LLC added +137% to ZKH (2026Q2)
All 2026-08-16 signals →
mediumEARNINGS_MISS2026-06-22
Q2-2025: Missed consensus by 13.9% - EPS $-0.23 vs $-0.202 estimate
All 2026-06-22 signals →
mediumEARNINGS_BEAT2026-05-31
Q1-2025: Beat consensus by 7.0% - EPS $-0.31 vs $-0.3333 estimate
All 2026-05-31 signals →
mediumEARNINGS_MISS2026-05-31
Missed consensus by 13.9% - EPS $-0.23 vs $-0.202 estimate
All 2026-05-31 signals →

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Every signal on ZKH, as it fires

You are seeing 5 of 6 signals recorded on ZKH since 2026-05-31.

The five above landed across 3 days. The other 1 were recorded on those same days.

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Largest reported share positions in ZKH (2026Q2)

Manager / security	Market value	% portfolio	QoQ
RENAISSANCE TECHNOLOGIES LLCCUSIP 98877R104 · 2026Q2	$301K	0.00%	,
CITADEL ADVISORS LLCCUSIP 98877R104 · 2026Q2	$149K	0.00%	,
MILLENNIUM MANAGEMENT LLCCUSIP 98877R104 · 2026Q2	$94K	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, ZKH

6-K2026-08-21
SEC EDGAR ↗
6-K2026-07-20
SEC EDGAR ↗
6-K2026-06-15
SEC EDGAR ↗
6-K2026-05-21
SEC EDGAR ↗
20-F2026-04-24
SEC EDGAR ↗
6-K2026-03-19
SEC EDGAR ↗
6-K2025-11-20
SEC EDGAR ↗
6-K2025-08-22
SEC EDGAR ↗
6-K2025-08-04
SEC EDGAR ↗
6-K2025-06-13
SEC EDGAR ↗

ZKH against its peers

ZKH's operating margin of -2.4% ranks in the 58th percentile of 17 Internet Retail sub-industry peers, fiscal periods ending between 2025-09-30 and 2026-03-31.

Metric	ZKH	Peer median	Percentile	n
Revenue FY	9.0B CNY	n/a	n/a	0
Revenue YoY	2.6%	9.3%	50	12
Gross margin	n/a	53.0%	n/a	14
Operating margin	-2.4%	-4.5%	58	17
Net margin	-1.6%	-2.2%	53	17
Return on equity	-4.8%	-3.8%	47	15

Peers (18): LOGC, NEGG, RVLV, HOUR, WNW, LITB, VIPS, GLBE, AAQL, MOGU, KPEA, YJ, NHTC, SBDS, JWEL, WBUY, SE, OCG. Left out: HEPS (period gap), ZHJD (period gap), BKLPF (no annual filing), MRCIF (no annual filing), SATLF (no annual filing), FRTT (no annual filing), MPNGF (no annual filing). Fiscal periods ending between 2025-09-30 and 2026-03-31. Every figure is one full fiscal year read from one annual filing (ZKH: 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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