BAOZUN INC BZUN
SPONSORED ADR · ADR · CUSIP 06684L103 · ISIN US06684L1035
- SectorConsumer discretionary
- IndustryRetail-Catalog & Mail-Order Houses
- FilingsSEC EDGAR
* 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 ($112.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $2.83. Options: 4 managers hold calls ($759.9k notional), 6 hold puts ($3.7m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 91 |
| Q4 2022 | 94 |
| Q1 2023 | 94 |
| Q2 2023 | 79 |
| Q3 2023 | 76 |
| Q4 2023 | 76 |
| Q1 2024 | 66 |
| Q2 2024 | 69 |
| Q3 2024 | 68 |
| Q4 2024 | 74 |
| Q1 2025 | 66 |
| Q2 2025 | 69 |
| Q3 2025 | 68 |
| Q4 2025 | 70 |
| Q1 2026 | 70 |
| Q2 2026 | 69 |
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 | 29 | 28 |
| Q4 2024 | 34 | 29 |
| Q1 2025 | 20 | 35 |
| Q2 2025 | 21 | 27 |
| Q3 2025 | 29 | 24 |
| Q4 2025 | 28 | 33 |
| Q1 2026 | 27 | 28 |
| Q2 2026 | 20 | 30 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $2.0m | $2.6m | 1.30 |
| Q4 2025 | $551.2k | $1.9m | 3.39 |
| Q1 2026 | $173.3k | $1.7m | 9.85 |
| Q2 2026 | $759.9k | $3.7m | 4.87 |
Biggest buyers
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +511.7k |
| CITADEL ADVISORS LLC | Added | +387.1k |
| AMERICAN CENTURY COMPANIES INC | New | +256.3k |
| MARSHALL WACE, LLP | Added | +232.0k |
| TWO SIGMA INVESTMENTS, LP | Added | +151.4k |
| GOLDMAN SACHS GROUP INC | Added | +126.2k |
| MILLENNIUM MANAGEMENT LLC | Added | +77.6k |
| Centiva Capital, LP | Added | +53.4k |
| D. E. Shaw & Co., Inc. | Added | +43.9k |
| GSA CAPITAL PARTNERS LLP | Added | +21.1k |
Biggest sellers
| SIMPLEX TRADING, LLC | Reduced | -81.1k |
| Qube Research & Technologies Ltd | Reduced | -64.9k |
| UBS Group AG | Reduced | -52.6k |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | Sold out | -50.0k |
| Virtu Financial LLC | Sold out | -45.9k |
| Jump Financial, LLC | Sold out | -45.3k |
| Point72 Asset Management, L.P. | Sold out | -41.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -36.8k |
| GROUP ONE TRADING LLC | Reduced | -28.0k |
| JANE STREET GROUP, LLC | Reduced | -27.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $417.7k147.6k shares |
| SIMPLEX TRADING, LLC | Added | $229.5k81.1k shares |
| IMC-Chicago, LLC | Reduced | $65.9k23.3k shares |
| GROUP ONE TRADING LLC | Added | $46.7k16.5k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.6m552.7k shares |
| CITADEL ADVISORS LLC | Added | $708.9k250.5k shares |
| SIMPLEX TRADING, LLC | Added | $699.0k247.0k shares |
| GROUP ONE TRADING LLC | Reduced | $496.9k175.6k shares |
| JANE STREET GROUP, LLC | Reduced | $145.2k51.3k shares |
| IMC-Chicago, LLC | Added | $83.5k29.5k 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 |
|---|---|
| Jesvinco Holdings Ltd 13G · exempt (held before listing) +0.2 pts · filed 2026-02-12 | 7.7% |
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.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 1 | $33.6k | 0 | — | — |
| Q2 2026 | 2 | $1.3m | 0 | — | — |
| Q3 2026 | 2 | $196.3k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-21 | Qiu Wenbin Chief Executive Officer, director · Held by JESFUND (SINGAPORE) PTE. LTD., a Singapore company wholly owned by the reporting person · American Depositary Shares | Bought | $19.7k6.9k shares |
| 2026-09-18 | Qiu Wenbin Chief Executive Officer, director · Held by JESFUND (SINGAPORE) PTE. LTD., a Singapore company wholly owned by the reporting person · American Depositary Shares | Bought | $20.2k7.0k shares |
| 2026-09-17 | Qiu Wenbin Chief Executive Officer, director · Held by JESFUND (SINGAPORE) PTE. LTD., a Singapore company wholly owned by the reporting person · American Depositary Shares | Bought | $20.2k7.1k shares |
| 2026-09-16 | Qiu Wenbin Chief Executive Officer, director · Held by JESFUND (SINGAPORE) PTE. LTD., a Singapore company wholly owned by the reporting person · American Depositary Shares | Bought | $20.0k7.3k shares |
| 2026-09-15 | Wu Junhua Chief Strategy Officer, director · American Depositary Shares | Bought | $37.9k13.9k shares |
| 2026-09-15 | Qiu Wenbin Chief Executive Officer, director · Held by JESFUND (SINGAPORE) PTE. LTD., a Singapore company wholly owned by the reporting person · American Depositary Shares | Bought | $19.9k7.3k shares |
| 2026-09-14 | Qiu Wenbin Chief Executive Officer, director · Held by JESFUND (SINGAPORE) PTE. LTD., a Singapore company wholly owned by the reporting person · American Depositary Shares | Bought | $20.0k7.3k shares |
| 2026-09-02 | Wu Junhua Chief Strategy Officer, director · American Depositary Shares | Bought | $38.5k13.5k shares |
| 2026-06-24 | Wu Junhua Chief Strategy Officer, director · American Depositary Shares | Bought | $82.7k29.0k shares |
| 2026-06-22 | Qiu Wenbin Chief Executive Officer, director · Held by JESFUND (SINGAPORE) PTE. LTD., a Singapore company wholly owned by the reporting person · American Depositary Shares | Bought | $28.1k10.0k shares |
| 2026-06-18 | Qiu Wenbin Chief Executive Officer, director · Held by JESFUND (SINGAPORE) PTE. LTD., a Singapore company wholly owned by the reporting person · American Depositary Shares | Bought | $27.7k10.0k shares |
| 2026-06-17 | Wu Junhua Chief Strategy Officer, director · American Depositary Shares | Bought | $52.5k18.5k shares |
| 2026-06-17 | Qiu Wenbin Chief Executive Officer, director · Held by JESFUND (SINGAPORE) PTE. LTD., a Singapore company wholly owned by the reporting person · American Depositary Shares | Bought | $28.3k10.0k shares |
| 2026-06-16 | Qiu Wenbin Chief Executive Officer, director · Held by JESFUND (SINGAPORE) PTE. LTD., a Singapore company wholly owned by the reporting person · American Depositary Shares | Bought | $27.2k10.0k shares |
| 2026-06-15 | Qiu Wenbin Chief Executive Officer, director · Held by JESFUND (SINGAPORE) PTE. LTD., a Singapore company wholly owned by the reporting person · American Depositary Shares | Bought | $27.9k10.0k shares |
| 2026-06-12 | Qiu Wenbin Chief Executive Officer, director · Held by JESFUND (SINGAPORE) PTE. LTD., a Singapore company wholly owned by the reporting person · American Depositary Shares | Bought | $27.2k10.0k shares |
| 2026-06-11 | Wu Junhua Chief Strategy Officer, director · American Depositary Shares | Bought | $48.4k18.0k shares |
| 2026-06-11 | Qiu Wenbin Chief Executive Officer, director · Held by JESFUND (SINGAPORE) PTE. LTD., a Singapore company wholly owned by the reporting person · American Depositary Shares | Bought | $26.7k10.0k shares |
| 2026-06-10 | Qiu Wenbin Chief Executive Officer, director · Held by JESFUND (SINGAPORE) PTE. LTD., a Singapore company wholly owned by the reporting person · American Depositary Shares | Bought | $26.4k10.0k shares |
| 2026-06-09 | Qiu Wenbin Chief Executive Officer, director · Held by JESFUND (SINGAPORE) PTE. LTD., a Singapore company wholly owned by the reporting person · American Depositary Shares | Bought | $27.2k10.0k shares |
| 2026-06-08 | Qiu Wenbin Chief Executive Officer, director · Held by JESFUND (SINGAPORE) PTE. LTD., a Singapore company wholly owned by the reporting person · American Depositary Shares | Bought | $27.7k10.0k shares |
| 2026-06-05 | Qiu Wenbin Chief Executive Officer, director · Held by JESFUND (SINGAPORE) PTE. LTD., a Singapore company wholly owned by the reporting person · American Depositary Shares | Bought | $26.5k10.0k shares |
| 2026-06-04 | Qiu Wenbin Chief Executive Officer, director · Held by JESFUND (SINGAPORE) PTE. LTD., a Singapore company wholly owned by the reporting person · American Depositary Shares | Bought | $26.7k10.0k shares |
| 2026-06-03 | Qiu Wenbin Chief Executive Officer, director · Held by JESFUND (SINGAPORE) PTE. LTD., a Singapore company wholly owned by the reporting person · American Depositary Shares | Bought | $26.3k10.0k shares |
| 2026-06-02 | Qiu Wenbin Chief Executive Officer, director · Held by JESFUND (SINGAPORE) PTE. LTD., a Singapore company wholly owned by the reporting person · American Depositary Shares | Bought | $26.9k10.0k shares |
| 2026-06-01 | Wu Junhua Chief Strategy Officer, director · American Depositary Shares | Bought | $54.0k20.0k shares |
| 2026-06-01 | Qiu Wenbin Chief Executive Officer, director · Held by JESFUND (SINGAPORE) PTE. LTD., a Singapore company wholly owned by the reporting person · American Depositary Shares | Bought | $27.3k10.0k shares |
| 2026-05-29 | Qiu Wenbin Chief Executive Officer, director · Held by JESFUND (SINGAPORE) PTE. LTD., a Singapore company wholly owned by the reporting person · American Depositary Shares | Bought | $25.7k10.0k shares |
| 2026-05-28 | Wu Junhua Chief Strategy Officer, director · American Depositary Shares | Bought | $49.9k19.5k shares |
| 2026-05-28 | Qiu Wenbin Chief Executive Officer, director · Held by JESFUND (SINGAPORE) PTE. LTD., a Singapore company wholly owned by the reporting person · American Depositary Shares | Bought | $25.6k10.0k shares |
The latest 30 of 46 trades.
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio | 2.4m $6.9m | Unchanged |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 2.1m $6.0m | Unchanged |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 1.1m $3.2m | Added +151.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 890.5k $2.5m | Added +511.7k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 780.4k $2.2m | Added +232.0k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 568.5k $1.6m | Reduced -25.1k |
| MORGAN STANLEY 0.00% of their portfolio | 526.3k $1.5m | Reduced -7.7k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 499.0k $1.4m | Added +387.1k |
| First Beijing Investment Ltd 0.05% of their portfolio | 432.8k $1.2m | Reduced -11.5k |
| AIA Group Ltd 0.01% of their portfolio | 399.0k $1.1m | Unchanged |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 313.3k $886.8k | Added +43.9k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 256.3k $725.3k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 194.5k $554.4k | Added +9.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 193.5k $547.6k | Reduced -2.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 181.2k $512.8k | Reduced -36.8k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 161.8k $458.0k | Reduced -27.0k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 159.7k $451.8k | Added +77.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 154.5k $437.4k | Added +126.2k |
| GSA CAPITAL PARTNERS LLP 0.03% of their portfolio | 152.8k $433.0k | Added +21.1k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 130.7k $369.8k | Reduced -64.9k |
| Marex Group Ltd 0.00% of their portfolio | 119.2k $337.4k | Unchanged |
| XTX Topco Ltd 0.00% of their portfolio | 104.4k $295.5k | Reduced -8.1k |
| UBS Group AG 0.00% of their portfolio | 102.5k $290.1k | Reduced -52.6k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.00% of their portfolio | 92.5k $261.8k | Unchanged |
| Centiva Capital, LP 0.01% of their portfolio | 85.1k $240.8k | Added +53.4k |
| Polunin Capital Partners Ltd 0.04% of their portfolio | 60.2k $171.0k | Unchanged |
| GROUP ONE TRADING LLC 0.00% of their portfolio | 46.5k $131.5k | Reduced -28.0k |
| Cetera Investment Advisers 0.00% of their portfolio | 44.0k $124.7k | Added +5.8k |
| STATE STREET CORP 0.00% of their portfolio | 37.6k $106.5k | Reduced -2.8k |
| Headlands Technologies LLC 0.01% of their portfolio | 33.9k $95.8k | Reduced -2.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 32.3k $91.4k | Reduced -13.2k |
| IMC-Chicago, LLC 0.00% of their portfolio | 31.1k $87.9k | Added +8.4k |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 29.8k $84.3k | Reduced -81.1k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 28.8k $82.0k | Unchanged |
| Invesco Ltd. 0.00% of their portfolio | 28.7k $81.2k | Reduced -4.0k |
| Quadrature Capital Ltd 0.00% of their portfolio | 28.1k $79.5k | Reduced -14.8k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 23.9k $67.7k | Unchanged |
| RBF Capital, LLC 0.00% of their portfolio | 20.0k $56.6k | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 19.7k $55.9k | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 18.6k $52.7k | Reduced -13.5k |
| Engineers Gate Manager LP 0.00% of their portfolio | 10.8k $30.5k | Reduced -4.6k |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 10.8k $30.5k | Unchanged |
| PFG Investments, LLC 0.00% of their portfolio | 10.2k $28.9k | Unchanged |
| US BANCORP \DE\ 0.00% of their portfolio | 10.0k $28.3k | New |
| CITIGROUP INC 0.00% of their portfolio | 5.7k $16.2k | Added +5.7k |
| North Star Investment Management Corp. 0.00% of their portfolio | 2.9k $8.2k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 2.0k $5.7k | Reduced -1.4k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 1.4k $3.9k | Unchanged |
| Leonteq Securities AG 0.00% of their portfolio | 1.0k $2.9k | Unchanged |
| N.E.W. Advisory Services LLC 0.00% of their portfolio | 800 $2.3k | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 595 $1.7k | Reduced -232 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 477 $1.0k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 462 $1.3k | Reduced -263 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 300 $849 | New |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 272 $770 | Reduced -3 |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 258 $730 | Unchanged |
| Compagnie Lombard Odier SCmA 0.00% of their portfolio | 200 $566 | Unchanged |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 200 $566 | Unchanged |
| NewEdge Advisors, LLC 0.00% of their portfolio | 150 $425 | Unchanged |
| TD Waterhouse Canada Inc. 0.00% of their portfolio | 125 $363 | Unchanged |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 100 $283 | Added +99 |
| ADIRONDACK TRUST CO 0.00% of their portfolio | 75 $211 | Unchanged |
| Essential Investment Partners LLC 0.00% of their portfolio | 60 $170 | Unchanged |
| SWAN Capital LLC 0.00% of their portfolio | 47 $133 | Unchanged |
| Eurizon Capital SGR S.p.A. 0.00% of their portfolio | 45 $127 | Unchanged |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 41 $116 | Reduced -41 |
| Mosley Wealth Management 0.00% of their portfolio | 36 $102 | New |
| HARBOR INVESTMENT ADVISORY, LLC 0.00% of their portfolio | 4 $11 | Unchanged |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 2 $6 | Unchanged |