AGORA INC API
ADS · ADR · CUSIP 00851L103 · ISIN US00851L1035
Real-Time Voice and Video Engagement Company
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($696.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $3.99. Options: 5 managers hold calls ($553.0k notional), 2 hold puts ($127.3k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 87 |
| Q4 2022 | 75 |
| Q1 2023 | 63 |
| Q2 2023 | 60 |
| Q3 2023 | 61 |
| Q4 2023 | 63 |
| Q1 2024 | 59 |
| Q2 2024 | 53 |
| Q3 2024 | 57 |
| Q4 2024 | 66 |
| Q1 2025 | 78 |
| Q2 2025 | 67 |
| Q3 2025 | 64 |
| Q4 2025 | 68 |
| Q1 2026 | 64 |
| Q2 2026 | 59 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 22 | 16 |
| Q4 2024 | 33 | 28 |
| Q1 2025 | 50 | 25 |
| Q2 2025 | 27 | 38 |
| Q3 2025 | 24 | 33 |
| Q4 2025 | 27 | 29 |
| Q1 2026 | 25 | 37 |
| Q2 2026 | 27 | 29 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $350.9k | $382 | 0.00 |
| Q4 2025 | $151.0k | $215.7k | 1.43 |
| Q1 2026 | $440.7k | $354 | 0.00 |
| Q2 2026 | $553.0k | $127.3k | 0.23 |
Biggest buyers
| ACADIAN ASSET MANAGEMENT LLC | Added | +841.1k |
| Clearline Capital LP | New | +637.0k |
| Harber Asset Management LLC | Added | +341.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +263.9k |
| MILLENNIUM MANAGEMENT LLC | New | +255.4k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +243.4k |
| Connor, Clark & Lunn Investment Management Ltd. | Added | +178.3k |
| TWO SIGMA INVESTMENTS, LP | Added | +151.0k |
| Russell Investments Group, Ltd. | Added | +65.5k |
| HRT FINANCIAL LP | Added | +46.3k |
Biggest sellers
| Yunqi Capital Ltd | Reduced | -1.0m |
| UBS Group AG | Reduced | -811.4k |
| CloudAlpha Capital Management Limited/Hong Kong | Sold out | -645.7k |
| Neumann Advisory Hong Kong Ltd | Reduced | -556.3k |
| MORGAN STANLEY | Reduced | -196.1k |
| XTX Topco Ltd | Reduced | -98.1k |
| GWN SECURITIES INC. | Sold out | -89.1k |
| Quadrature Capital Ltd | Sold out | -24.5k |
| JANE STREET GROUP, LLC | Reduced | -18.6k |
| NOMURA HOLDINGS INC | Sold out | -18.4k |
Biggest calls
| GROUP ONE TRADING LLC | Added | $184.3k46.2k shares |
| IMC-Chicago, LLC | Added | $151.2k37.9k shares |
| CITADEL ADVISORS LLC | Reduced | $136.5k34.2k shares |
| SIMPLEX TRADING, LLC | Added | $77.8k19.5k shares |
| PEAK6 LLC | New | $3.2k800 shares |
Biggest puts
| GROUP ONE TRADING LLC | New | $71.0k17.8k shares |
| JANE STREET GROUP, LLC | New | $56.3k14.1k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Zhao Bin 13G · exempt (held before listing) filed 2026-05-15 | 27.0% |
| SUSQUEHANNA SECURITIES, LLC 13G · institution +1.1 pts · filed 2026-05-15 | 9.4% |
| Morningside China TMT Fund II, L.P. 13G · exempt (held before listing) -0.8 pts · filed 2025-08-06 | 8.1% |
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 7.5m $29.9m | Unchanged |
| TMT General Partner Ltd 4.84% of their portfolio | 2.4m $9.4m | Unchanged |
| HHLR ADVISORS, LTD. 1.01% of their portfolio | 2.1m $8.4m | Unchanged |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 1.8m $7.1m | Unchanged |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 1.5m $5.8m | Added +841.1k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 1.0m $4.2m | Added +263.9k |
| Yunqi Capital Ltd 3.08% of their portfolio | 964.2k $3.8m | Reduced -1.0m |
| MORGAN STANLEY 0.00% of their portfolio | 866.1k $3.5m | Reduced -196.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 739.5k $3.0m | Added +243.4k |
| Yiheng Capital Management, L.P. 1.28% of their portfolio | 725.8k $2.9m | Unchanged |
| Clearline Capital LP 0.16% of their portfolio | 637.0k $2.5m | New |
| Neumann Advisory Hong Kong Ltd 0.58% of their portfolio | 517.7k $2.1m | Reduced -556.3k |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 509.0k $2.0m | Added +178.3k |
| Harber Asset Management LLC 1.21% of their portfolio | 506.2k $2.0m | Added +341.3k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 375.6k $1.5m | Reduced -13.5k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 270.1k $1.1m | Added +151.0k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 255.4k $1.0m | New |
| PEAK6 LLC 0.02% of their portfolio | 212.6k $848.4k | Reduced -6.5k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 201.5k $803.9k | Reduced -10.6k |
| UBS Group AG 0.00% of their portfolio | 159.5k $636.3k | Reduced -811.4k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 158.7k $633.2k | Added +24.0k |
| Oasis Management Co Ltd. 0.07% of their portfolio | 153.9k $614.0k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 136.8k $573.2k | Added +31.5k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 133.0k $530.7k | Reduced -152 |
| STATE STREET CORP 0.00% of their portfolio | 123.9k $494.4k | Reduced -1.9k |
| Optimus Prime Fund Management Co., Ltd. 0.03% of their portfolio | 111.2k $443.8k | Unchanged |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 107.9k $443.7k | Added +65.5k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 94.4k $376.6k | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 83.9k $334.7k | Reduced -17.3k |
| Invesco Ltd. 0.00% of their portfolio | 71.8k $286.3k | Added +4.1k |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 63.3k $252.5k | Added +10.2k |
| HRT FINANCIAL LP 0.00% of their portfolio | 62.2k $248.0k | Added +46.3k |
| E Fund Management Co., Ltd. 0.00% of their portfolio | 54.6k $217.7k | Unchanged |
| XTX Topco Ltd 0.00% of their portfolio | 49.9k $199.1k | Reduced -98.1k |
| Headlands Technologies LLC 0.02% of their portfolio | 48.8k $194.7k | Added +10.0k |
| GSA CAPITAL PARTNERS LLP 0.01% of their portfolio | 45.3k $181.0k | Added +5.9k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 41.5k $165.7k | Reduced -18.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 40.6k $161.9k | Reduced -4.0k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 30.4k $121.4k | Added +1.9k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 25.4k $101.3k | Added +142 |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 20.0k $79.8k | Added +4.0k |
| AXQ CAPITAL, LP 0.01% of their portfolio | 13.8k $55.1k | New |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 13.3k $53.0k | Added +4.3k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.00% of their portfolio | 11.0k $43.9k | New |
| Virtu Financial LLC 0.00% of their portfolio | 10.2k $41.0k | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 9.2k $36.9k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 7.4k $29.6k | Reduced -16.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 5.9k $23.5k | Reduced -15.5k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 1.8k $7.1k | Unchanged |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 658 $2.6k | Reduced -15 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 178 $709 | Added +18 |
| Purpose Unlimited Inc. 0.00% of their portfolio | 80 $324 | Unchanged |
| Eurizon Capital SGR S.p.A. 0.00% of their portfolio | 54 $215 | Unchanged |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 31 $124 | Reduced -229 |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 13 $52 | New |
| CITIGROUP INC 0.00% of their portfolio | 6 $24 | Reduced -10.1k |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 4 $16 | Added +2 |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 1 $4 | Unchanged |
| NewEdge Advisors, LLC 0.00% of their portfolio | 0 $0 | New |