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 ($27.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $3.42. Options: 10 managers hold calls ($1.9m notional), 10 hold puts ($6.5m).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 144 |
| Q4 2022 | 134 |
| Q1 2023 | 118 |
| Q2 2023 | 123 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 52 | 72 |
| Q1 2023 | 41 | 63 |
| Q2 2023 | 42 | 53 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $25.3m | $13.3m | 0.53 |
| Q4 2022 | $7.9m | $2.5m | 0.31 |
| Q1 2023 | $3.5m | $6.8m | 1.91 |
| Q2 2023 | $1.9m | $6.5m | 3.42 |
Biggest buyers
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +413.3k |
| STATE STREET CORP | Added | +401.3k |
| MILLENNIUM MANAGEMENT LLC | New | +237.9k |
| BlackRock Inc. | Added | +74.3k |
| ENVESTNET ASSET MANAGEMENT INC | New | +63.8k |
| GROUP ONE TRADING LLC | Added | +49.6k |
| Squarepoint Ops LLC | New | +35.9k |
| LPL Financial LLC | Added | +27.9k |
| Quantbot Technologies LP | New | +23.5k |
| Belpointe Asset Management LLC | Added | +22.8k |
Biggest sellers
| D. E. Shaw & Co., Inc. | Reduced | -451.5k |
| Penserra Capital Management LLC | Reduced | -368.1k |
| CITADEL ADVISORS LLC | Reduced | -284.7k |
| Rafferty Asset Management, LLC | Sold out | -170.4k |
| Arete Wealth Advisors, LLC | Sold out | -120.5k |
| Jump Financial, LLC | Reduced | -117.3k |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -90.4k |
| GOLDMAN SACHS GROUP INC | Reduced | -77.1k |
| Sigma Planning Corp | Sold out | -55.9k |
| Virtu Financial LLC | Sold out | -29.4k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $707.6k206.9k shares |
| WOLVERINE TRADING, LLC | Reduced | $411.5k122.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $291.4k85.2k shares |
| GROUP ONE TRADING LLC | Reduced | $171.0k50.0k shares |
| Walleye Trading LLC | Reduced | $138.9k40.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $109.0k32.0k shares |
| JANE STREET GROUP, LLC | Added | $80.4k23.5k shares |
| HAP Trading, LLC | Reduced | $1.0k19.4k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
| Cutler Group LLC / CA | Reduced | $01.5k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $2.1m608.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.7m494.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.2m354.7k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $684.0k200.0k shares |
| IMC-Chicago, LLC | Reduced | $543.8k159.0k shares |
| WOLVERINE TRADING, LLC | Added | $114.6k34.0k shares |
| Walleye Trading LLC | Reduced | $91.7k26.8k shares |
| GROUP ONE TRADING LLC | Reduced | $62.6k18.3k shares |
| Cutler Group LLC / CA | Reduced | $46.0k25.2k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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 in Q2 2023
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 in Q2 2023.
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| BAILLIE GIFFORD & CO 0.03% of their portfolio | 9.4m $32.0m | Reduced -4.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.4m $4.8m | Reduced -77.1k |
| STATE STREET CORP 0.00% of their portfolio | 836.4k $2.9m | Added +401.3k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 826.8k $2.8m | Reduced -451.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 780.3k $2.7m | Added +413.3k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 460.1k $1.6m | Reduced -284.7k |
| MORGAN STANLEY 0.00% of their portfolio | 380.4k $1.3m | Reduced -7.9k |
| SIMPLEX TRADING, LLC 0.04% of their portfolio | 250.1k $855.0k | Added +7.5k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 237.9k $813.7k | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 219.8k $751.7k | Reduced -90.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 161.5k $552.2k | Reduced -232 |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 137.8k $471.3k | Reduced -21.0k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 112.9k $386.3k | Reduced -1.2k |
| CITIGROUP INC 0.00% of their portfolio | 105.0k $359.0k | Reduced -14.5k |
| BlackRock Inc. 0.00% of their portfolio | 104.8k $358.4k | Added +74.3k |
| Lazard Freres Gestion S.A.S. 0.01% of their portfolio | 102.9k $351.0k | Unchanged |
| UBS Group AG 0.00% of their portfolio | 101.6k $347.4k | Added +1.5k |
| IMC-Chicago, LLC 0.01% of their portfolio | 99.8k $341.3k | Added +11.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 97.6k $333.7k | Reduced -2.2k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 93.7k $320.4k | Reduced -11.0k |
| GROUP ONE TRADING LLC 0.01% of their portfolio | 92.4k $316.0k | Added +49.6k |
| LPL Financial LLC 0.00% of their portfolio | 85.6k $292.6k | Added +27.9k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 75.0k $257.0k | Reduced -61 |
| Penserra Capital Management LLC 0.01% of their portfolio | 74.8k $255.0k | Reduced -368.1k |
| WEALTH EFFECTS LLC 0.10% of their portfolio | 69.6k $238.1k | Added +22.8k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 68.1k $232.9k | Reduced -13.2k |
| Snowden Capital Advisors LLC 0.01% of their portfolio | 66.2k $226.3k | Unchanged |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 64.1k $219.3k | Reduced -822 |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio | 63.9k $218.4k | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 63.8k $218.0k | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 61.4k $209.9k | Added +863 |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 55.2k $188.7k | Added +6.8k |
| Belpointe Asset Management LLC 0.02% of their portfolio | 52.6k $179.9k | Added +22.8k |
| GTS SECURITIES LLC 0.01% of their portfolio | 51.0k $174.5k | First filing |
| CWM, LLC 0.00% of their portfolio | 50.5k $173.0k | Added +63 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 49.8k $186.4k | Reduced -5.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 48.6k $166.1k | Reduced -12.0k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 42.7k $146.0k | Unchanged |
| Dynamic Technology Lab Private Ltd 0.02% of their portfolio | 40.1k $137.0k | Added +3.3k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 38.8k $132.7k | Reduced -2.4k |
| Squarepoint Ops LLC 0.00% of their portfolio | 35.9k $122.7k | New |
| Nicholas Hoffman & Company, LLC. 0.00% of their portfolio | 30.5k $104.3k | Unchanged |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 29.8k $102.0k | Reduced -285 |
| Quantbot Technologies LP 0.01% of their portfolio | 23.5k $80.4k | New |
| Jump Financial, LLC 0.00% of their portfolio | 23.4k $80.2k | Reduced -117.3k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 23.1k $79.0k | Added +8.3k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 22.2k $76.0k | Reduced -458 |
| Atria Wealth Solutions, Inc. 0.00% of their portfolio | 21.9k $74.9k | Reduced -50 |
| TWO SIGMA SECURITIES, LLC 0.01% of their portfolio | 21.8k $74.5k | New |
| BARCLAYS PLC 0.00% of their portfolio | 20.0k $68.4k | Added +7.5k |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 18.3k $62.5k | Reduced -565 |
| Cutler Group LLC / CA 0.01% of their portfolio | 18.1k $62.0k | Reduced -3.3k |
| WOLVERINE TRADING, LLC 0.00% of their portfolio | 18.1k $61.0k | New |
| INSIGNEO ADVISORY SERVICES, LLC 0.01% of their portfolio | 18.0k $61.7k | Reduced -3.6k |
| Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio | 18.0k $61.7k | New |
| Bellevue Group AG 0.00% of their portfolio | 18.0k $61.6k | Unchanged |
| Stiles Financial Services Inc 0.03% of their portfolio | 16.6k $56.7k | Reduced -6.0k |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 16.5k $56.4k | Reduced -100 |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 15.6k $53.4k | Added +1.1k |
| BROWN ADVISORY INC 0.00% of their portfolio | 15.5k $53.0k | Unchanged |
| PFG Investments, LLC 0.01% of their portfolio | 15.0k $51.3k | Unchanged |
| Creative Planning 0.00% of their portfolio | 14.8k $50.6k | Added +526 |
| WEDBUSH SECURITIES INC 0.00% of their portfolio | 13.2k $45.0k | Reduced -100 |
| Mariner, LLC 0.00% of their portfolio | 13.1k $44.7k | New |
| OPPENHEIMER & CO INC 0.00% of their portfolio | 13.0k $44.5k | Reduced -1.4k |
| Key Client Fiduciary Advisors, LLC 0.02% of their portfolio | 12.0k $41.1k | Reduced -203 |
| Tidal Investments LLC 0.00% of their portfolio | 11.3k $39.0k | Reduced -11.3k |
| Jefferies Financial Group Inc. 0.00% of their portfolio | 11.0k $37.6k | Unchanged |
| Engineers Gate Manager LP 0.00% of their portfolio | 10.5k $35.8k | New |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 10.1k $34.7k | Unchanged |
| RITHOLTZ WEALTH MANAGEMENT 0.00% of their portfolio | 10.1k $34.5k | New |
| LAKE STREET PRIVATE WEALTH, LLC 0.01% of their portfolio | 10.0k $34.2k | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 8.6k $29.4k | New |
| EXCHANGE TRADED CONCEPTS, LLC 0.00% of their portfolio | 8.0k $27.5k | Added +520 |
| EDMOND DE ROTHSCHILD HOLDING S.A. 0.00% of their portfolio | 6.1k $21.0k | Unchanged |
| QUADRANT CAPITAL GROUP LLC 0.00% of their portfolio | 4.5k $15.2k | Added +3.8k |
| Fiduciary Alliance LLC 0.00% of their portfolio | 4.0k $13.7k | New |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 3.2k $10.8k | Added +2.2k |
| Leonteq Securities AG 0.00% of their portfolio | 3.0k $10.3k | Unchanged |
| Stone House Investment Management, LLC 0.00% of their portfolio | 3.0k $10.3k | Unchanged |
| Global Retirement Partners, LLC 0.00% of their portfolio | 2.9k $9.9k | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 2.8k $9.4k | Reduced -46 |
| Cape Investment Advisory, Inc. 0.00% of their portfolio | 2.0k $6.8k | Unchanged |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 2.0k $6.0k | Unchanged |
| AdvisorNet Financial, Inc 0.00% of their portfolio | 1.8k $6.2k | Added +150 |
| NATIXIS 0.00% of their portfolio | 1.7k $5.8k | Unchanged |
| AlphaMark Advisors, LLC 0.00% of their portfolio | 1.7k $6.0k | Unchanged |
| SIGNATUREFD, LLC 0.00% of their portfolio | 1.4k $4.8k | Reduced -1.1k |
| Parallel Advisors, LLC 0.00% of their portfolio | 1.2k $4.1k | Added +863 |
| Glen Eagle Advisors, LLC 0.00% of their portfolio | 1.1k $3.6k | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 1.0k $3.4k | Reduced -1.0k |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 850 $2.9k | Reduced -150 |
| Banque Cantonale Vaudoise 0.00% of their portfolio | 850 $3.0k | Unchanged |
| FinTrust Capital Advisors, LLC 0.00% of their portfolio | 750 $2.4k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 548 $1.9k | Reduced -597 |
| IFP Advisors, Inc 0.00% of their portfolio | 520 $7.5k | Added +260 |
| FAIRFIELD, BUSH & CO. 0.00% of their portfolio | 500 $1.7k | New |
| NewEdge Advisors, LLC 0.00% of their portfolio | 500 $1.7k | Unchanged |
| TD Waterhouse Canada Inc. 0.00% of their portfolio | 450 $1.7k | Unchanged |
| Nemes Rush Group LLC 0.00% of their portfolio | 428 $1.5k | First filing |