JUMIA TECHNOLOGIES AG JMIA
SPONSORED ADS · ADR · CUSIP 48138M105 · ISIN US48138M1053
African e-commerce company
- SectorConsumer discretionary
- IndustryRetail-Catalog & Mail-Order Houses
- HeadquartersIkeja, Egypt
- Founded2012
- Websitegroup.jumia.com
- 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. Holder counts are more reliable. Implied quarter-end price ≈ $7.05. Options: 13 managers hold calls ($32.6m notional), 11 hold puts ($14.6m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 144 |
| Q4 2022 | 134 |
| Q1 2023 | 118 |
| Q2 2023 | 123 |
| Q3 2023 | 111 |
| Q4 2023 | 123 |
| Q1 2024 | 121 |
| Q2 2024 | 131 |
| Q3 2024 | 146 |
| Q4 2024 | 129 |
| Q1 2025 | 106 |
| Q2 2025 | 122 |
| Q3 2025 | 139 |
| Q4 2025 | 157 |
| Q1 2026 | 148 |
| Q2 2026 | 134 |
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 | 90 | 45 |
| Q4 2024 | 55 | 74 |
| Q1 2025 | 40 | 69 |
| Q2 2025 | 66 | 43 |
| Q3 2025 | 70 | 54 |
| Q4 2025 | 79 | 62 |
| Q1 2026 | 72 | 78 |
| Q2 2026 | 69 | 70 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $81.9m | $28.0m | 0.34 |
| Q4 2025 | $100.7m | $24.9m | 0.25 |
| Q1 2026 | $24.7m | $11.6m | 0.47 |
| Q2 2026 | $32.6m | $14.6m | 0.45 |
Biggest buyers
| Parsifal Capital Management, LP | Added | +1.2m |
| MMCAP International Inc. SPC | New | +811.5k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | New | +754.6k |
| TUDOR INVESTMENT CORP ET AL | Added | +711.4k |
| one8zero8, LLC | Added | +436.3k |
| General Equity Holdings LP | Added | +319.8k |
| CenterBook Partners LP | Added | +305.1k |
| CANTOR FITZGERALD, L. P. | Added | +249.2k |
| FRANKLIN RESOURCES INC | Added | +217.8k |
| KR Capital LP | New | +176.9k |
Biggest sellers
| Fund 1 Investments, LLC | Reduced | -3.1m |
| TWO SIGMA INVESTMENTS, LP | Reduced | -1.9m |
| D. E. Shaw & Co., Inc. | Reduced | -1.6m |
| NOMURA HOLDINGS INC | Reduced | -328.7k |
| UBS Group AG | Reduced | -296.9k |
| Qube Research & Technologies Ltd | Sold out | -273.5k |
| GOLDMAN SACHS GROUP INC | Reduced | -273.4k |
| Walleye Capital LLC | Sold out | -254.1k |
| CAPITAL FUND MANAGEMENT S.A. | Sold out | -230.3k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -224.3k |
Biggest calls
| CANTOR FITZGERALD, L. P. | Added | $10.6m1.5m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $5.2m744.0k shares |
| GROUP ONE TRADING LLC | Added | $4.9m692.9k shares |
| IMC-Chicago, LLC | Reduced | $3.5m490.6k shares |
| CITADEL ADVISORS LLC | Added | $3.3m475.1k shares |
| SIMPLEX TRADING, LLC | Added | $1.8m250.4k shares |
| D. E. Shaw & Co., Inc. | Reduced | $1.3m182.5k shares |
| Walleye Trading LLC | Added | $920.7k130.6k shares |
| JANE STREET GROUP, LLC | Added | $487.2k69.1k shares |
| HRT FINANCIAL LP | Reduced | $251.0k35.7k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.8m538.0k shares |
| HRT FINANCIAL LP | Added | $2.7m379.4k shares |
| GROUP ONE TRADING LLC | Added | $1.8m259.3k shares |
| CITADEL ADVISORS LLC | Added | $1.8m258.5k shares |
| IMC-Chicago, LLC | Reduced | $1.4m198.9k shares |
| SIMPLEX TRADING, LLC | Added | $1.2m172.8k shares |
| Crawford Fund Management, LLC | Added | $824.9k117.0k shares |
| Walleye Trading LLC | Added | $552.7k78.4k shares |
| Walleye Capital LLC | New | $366.6k52.0k shares |
| JANE STREET GROUP, LLC | New | $75.4k10.7k 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 |
|---|---|
Axian Telecom
13D · may seek influence
no change · filed 2025-09-03
Stated purposeItem 4 of this Schedule 13D is hereby amended and supplemented by the following: On September 1, 2025, the Local Court of Charlottenburg, Berlin, Germany (the "Court") appointed Hassanein Hiridjee, one of the Reporting Persons, to the Supervisory Board of the Issuer (the "Board"). Pursuant to the Court's order, Hassanein Hiridjee will serve as a member of the Board until the end of the Issuer's next annual general meeting. Other than as described above, the Reporting Persons do not currently have any plans or proposals that relate to, or may result in, any of the matters listed in subparagraphs (a) through (j) of Item 4 of Schedule 13D. However, as part of their ongoing evaluation of this investment and investment alternatives, the Reporting Persons may consider such matters and, subject… Full filing |
10.0% |
| Fund 1 Investments, LLC 13G · institution -2.5 pts · filed 2026-08-14 | 7.5% |
| PERNOD RICARD S A /FI 13D · may seek influence filed 2025-04-11 | 6.3% |
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 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 1 | $141.8k | — |
| Q3 2026 | 1 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-12 | Hiridjee Hassanein Shahreza Director · By Yas Holding Ltd (formerly known as Axian Telecom) · American Depositary Shares (ADS) | Bought | —905.8k shares |
| 2026-05-18 | Maillet-Mezeray Antoine EVP Finance & Operations, director · American Depositary Shares (ADS) | Sold | $141.8k20.0k shares |
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 |
|---|---|---|
| Fund 1 Investments, LLC 11.48% of their portfolio | 9.3m $65.3m | Reduced -3.1m |
| Parsifal Capital Management, LP 4.06% of their portfolio | 4.7m $33.1m | Added +1.2m |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 1.4m $9.9m | Reduced -1.6m |
| TUDOR INVESTMENT CORP ET AL 0.04% of their portfolio | 1.2m $8.7m | Added +711.4k |
| General Equity Holdings LP 4.90% of their portfolio | 1.2m $8.2m | Added +319.8k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 1.1m $7.6m | Reduced -1.9m |
| NOMURA HOLDINGS INC 0.03% of their portfolio | 884.6k $6.2m | Reduced -328.7k |
| MMCAP International Inc. SPC 0.49% of their portfolio | 811.5k $5.7m | New |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 754.6k $5.3m | New |
| one8zero8, LLC 1.04% of their portfolio | 745.0k $5.3m | Added +436.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 720.5k $5.1m | Added +171.5k |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT 0.20% of their portfolio | 697.2k $4.9m | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 666.8k $4.7m | Added +53.6k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 620.6k $4.4m | Added +217.8k |
| CANTOR FITZGERALD, L. P. 0.04% of their portfolio | 600.0k $4.2m | Added +249.2k |
| CenterBook Partners LP 0.18% of their portfolio | 515.8k $3.6m | Added +305.1k |
| UBS Group AG 0.00% of their portfolio | 479.0k $3.4m | Reduced -296.9k |
| Trexquant Investment LP 0.02% of their portfolio | 431.6k $3.0m | Reduced -205.3k |
| Hood River Capital Management LLC 0.02% of their portfolio | 410.7k $2.9m | Added +155.9k |
| SBI Securities Co., Ltd. 0.06% of their portfolio | 369.9k $2.6m | Reduced -85.6k |
| STATE STREET CORP 0.00% of their portfolio | 299.2k $2.1m | Reduced -218.6k |
| HRT FINANCIAL LP 0.00% of their portfolio | 264.7k $1.9m | Added +26.2k |
| GROUP ONE TRADING LLC 0.04% of their portfolio | 190.8k $1.3m | Added +14.9k |
| Revisor Wealth Management LLC 0.32% of their portfolio | 190.3k $1.3m | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 179.9k $1.3m | Added +30.6k |
| KR Capital LP 0.12% of their portfolio | 176.9k $1.2m | New |
| LPL Financial LLC 0.00% of their portfolio | 166.4k $1.2m | Added +1.6k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 165.7k $1.2m | Added +99.9k |
| MYDA Advisors LLC 0.26% of their portfolio | 151.7k $1.1m | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 142.3k $1.0m | Reduced -120.6k |
| Laird Norton Wetherby Trust Company, LLC 0.02% of their portfolio | 129.7k $914.2k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 123.7k $872.3k | Added +28.9k |
| Nuveen, LLC 0.00% of their portfolio | 97.1k $684.4k | New |
| Cannell & Spears LLC 0.01% of their portfolio | 97.0k $683.9k | Unchanged |
| GSA CAPITAL PARTNERS LLP 0.04% of their portfolio | 90.5k $638.0k | Reduced -41.0k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 85.3k $601.6k | Reduced -224.3k |
| XTX Topco Ltd 0.01% of their portfolio | 84.9k $598.4k | New |
| Engineers Gate Manager LP 0.01% of their portfolio | 84.7k $597.3k | Reduced -22.1k |
| INSIGNEO ADVISORY SERVICES, LLC 0.02% of their portfolio | 65.5k $461.9k | Unchanged |
| Marex Group Ltd 0.00% of their portfolio | 65.0k $458.2k | Unchanged |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 64.0k $451.4k | Added +46.6k |
| WEALTH EFFECTS LLC 0.11% of their portfolio | 58.6k $412.9k | Unchanged |
| Banque Transatlantique SA 0.01% of their portfolio | 55.1k $389.2k | Added +55.0k |
| EXCHANGE TRADED CONCEPTS, LLC 0.00% of their portfolio | 53.5k $376.9k | Added +1.5k |
| Susquehanna Portfolio Strategies, LLC 0.01% of their portfolio | 51.0k $359.2k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 50.6k $356.6k | Added +6.9k |
| Shay Capital LLC 0.04% of their portfolio | 50.0k $352.5k | Reduced -50.0k |
| Cetera Investment Advisers 0.00% of their portfolio | 46.6k $328.8k | Reduced -11.3k |
| SIMPLEX TRADING, LLC 0.01% of their portfolio | 46.0k $324.4k | Added +9.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 42.8k $301.5k | Reduced -273.4k |
| RFG Advisory, LLC 0.00% of their portfolio | 38.5k $271.6k | Added +7.6k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 38.0k $267.9k | Added +11.0k |
| IMC-Chicago, LLC 0.00% of their portfolio | 36.9k $260.3k | Reduced -43.1k |
| EFG International AG 0.00% of their portfolio | 35.4k $249.4k | Reduced -480 |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 33.0k $209.8k | Reduced -445 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 26.7k $188.4k | Reduced -2.2k |
| Massar Capital Management, LP 0.06% of their portfolio | 26.4k $186.4k | Reduced -172.1k |
| J.W. COLE ADVISORS, INC. 0.00% of their portfolio | 26.3k $185.4k | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 25.5k $180.0k | Added +5.3k |
| Octavia Wealth Advisors, LLC 0.01% of their portfolio | 24.5k $172.8k | Added +6.4k |
| Tidal Investments LLC 0.00% of their portfolio | 22.8k $160.4k | Added +5.6k |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 22.6k $164.0k | Reduced -500 |
| Creative Planning 0.00% of their portfolio | 22.3k $157.5k | Reduced -2.6k |
| Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio | 21.6k $152.2k | Added +99 |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 21.2k $149.4k | Reduced -2.0k |
| Boston Standard Wealth Management, LLC 0.02% of their portfolio | 21.1k $154.6k | Added +192 |
| EntryPoint Capital, LLC 0.04% of their portfolio | 20.5k $144.6k | New |
| Belpointe Asset Management LLC 0.00% of their portfolio | 19.2k $135.3k | New |
| Key Client Fiduciary Advisors, LLC 0.04% of their portfolio | 19.2k $135.1k | Added +1.6k |
| FOX RUN MANAGEMENT, L.L.C. 0.02% of their portfolio | 18.5k $130.2k | New |
| J. Safra Sarasin Holding AG 0.00% of their portfolio | 18.4k $129.8k | New |
| Focus Partners Wealth 0.00% of their portfolio | 17.2k $121.3k | Added +6.5k |
| Walleye Trading LLC 0.00% of their portfolio | 17.0k $119.7k | New |
| IPG Investment Advisors LLC 0.02% of their portfolio | 16.5k $116.4k | New |
| Hennion & Walsh Asset Management, Inc. 0.00% of their portfolio | 15.9k $112.1k | Added +921 |
| Samalin Investment Counsel, LLC 0.04% of their portfolio | 15.7k $110.8k | Added +946 |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 15.4k $107.7k | Added +1.2k |
| BARCLAYS PLC 0.00% of their portfolio | 15.0k $105.8k | Reduced -5.0k |
| WealthTrust Axiom LLC 0.02% of their portfolio | 15.0k $105.8k | Reduced -2.1k |
| PINNACLE ASSOCIATES LTD 0.00% of their portfolio | 14.7k $103.4k | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC 0.01% of their portfolio | 14.7k $103.4k | Unchanged |
| PDS Planning, Inc 0.01% of their portfolio | 14.6k $102.6k | Unchanged |
| BLAIR WILLIAM & CO/IL 0.00% of their portfolio | 13.5k $95.2k | Unchanged |
| Clay Northam Wealth Management, LLC 0.05% of their portfolio | 13.2k $93.4k | Added +3.0k |
| Sanctuary Advisors, LLC 0.00% of their portfolio | 13.2k $93.0k | New |
| Xcelsior Advisor Partners LLC 0.01% of their portfolio | 13.1k $92.2k | New |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.00% of their portfolio | 13.0k $91.4k | New |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 12.9k $90.9k | New |
| Central Pacific Bank - Trust Division 0.01% of their portfolio | 11.9k $84.0k | Unchanged |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 11.3k $79.3k | New |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 10.7k $75.1k | Reduced -5.6k |
| Lido Advisors, LLC 0.00% of their portfolio | 10.2k $72.0k | Reduced -1.6k |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 9.8k $69.0k | Added +500 |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 8.7k $61.2k | Reduced -2.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 8.2k $57.9k | Reduced -7.7k |
| GAMMA Investing LLC 0.00% of their portfolio | 7.8k $55.2k | Reduced -3.6k |
| AdvisorNet Financial, Inc 0.00% of their portfolio | 5.6k $39.5k | Added +200 |
| TD Waterhouse Canada Inc. 0.00% of their portfolio | 5.3k $38.6k | Unchanged |
| Global Retirement Partners, LLC 0.00% of their portfolio | 4.6k $32.4k | First filing |
| Compagnie Lombard Odier SCmA 0.00% of their portfolio | 4.0k $28.2k | Unchanged |