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 ≈ $7.03. Options: 13 managers hold calls ($19.6m notional), 13 hold puts ($12.9m).
Trends to Q2 2024
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 |
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 |
| Q3 2023 | 37 | 59 |
| Q4 2023 | 58 | 48 |
| Q1 2024 | 58 | 57 |
| Q2 2024 | 58 | 49 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $3.1m | $7.6m | 2.43 |
| Q4 2023 | $5.3m | $12.6m | 2.40 |
| Q1 2024 | $12.6m | $8.3m | 0.66 |
| Q2 2024 | $19.6m | $12.9m | 0.66 |
Biggest buyers
| D. E. Shaw & Co., Inc. | Added | +2.2m |
| Hidden Lake Asset Management LP | New | +1.1m |
| STATE STREET CORP | Added | +498.4k |
| MILLENNIUM MANAGEMENT LLC | Added | +297.3k |
| Graham Capital Management, L.P. | New | +179.5k |
| BNP PARIBAS FINANCIAL MARKETS | Added | +176.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +175.4k |
| Revisor Wealth Management LLC | New | +170.0k |
| Balyasny Asset Management L.P. | New | +161.5k |
| SIMPLEX TRADING, LLC | Added | +138.2k |
Biggest sellers
| GOLDMAN SACHS GROUP INC | Reduced | -776.9k |
| MORGAN STANLEY | Reduced | -703.8k |
| Point72 Asset Management, L.P. | Sold out | -381.6k |
| CITADEL ADVISORS LLC | Reduced | -282.4k |
| Virtu Financial LLC | Reduced | -104.4k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | Sold out | -103.1k |
| Walleye Capital LLC | Reduced | -100.5k |
| Mirae Asset Global Investments Co., Ltd. | Sold out | -81.3k |
| TWO SIGMA INVESTMENTS, LP | Sold out | -70.6k |
| CAPSTONE INVESTMENT ADVISORS, LLC | Reduced | -68.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $8.9m1.3m shares |
| CITADEL ADVISORS LLC | Added | $2.3m328.3k shares |
| GROUP ONE TRADING LLC | Added | $2.1m300.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.3m189.9k shares |
| IMC-Chicago, LLC | Reduced | $1.1m158.3k shares |
| JANE STREET GROUP, LLC | Added | $812.9k115.8k shares |
| Walleye Capital LLC | Added | $772.9k110.1k shares |
| D. E. Shaw & Co., Inc. | New | $753.2k107.3k shares |
| Cubist Systematic Strategies, LLC | New | $474.6k67.6k shares |
| GTS SECURITIES LLC | Reduced | $473.9k67.5k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $4.1m583.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.9m554.2k shares |
| Crawford Fund Management, LLC | Reduced | $1.1m153.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $845.0k120.4k shares |
| GROUP ONE TRADING LLC | Added | $780.6k111.2k shares |
| JANE STREET GROUP, LLC | Added | $532.8k75.9k shares |
| IMC-Chicago, LLC | Reduced | $425.4k60.6k shares |
| Walleye Capital LLC | Added | $420.5k59.9k shares |
| Cubist Systematic Strategies, LLC | New | $358.7k51.1k shares |
| GTS SECURITIES LLC | Reduced | $225.3k32.1k 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 |
|---|---|
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 2024
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 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| BAILLIE GIFFORD & CO 0.05% of their portfolio | 9.1m $63.9m | Reduced -29.5k |
| D. E. Shaw & Co., Inc. 0.04% of their portfolio | 4.3m $29.9m | Added +2.2m |
| Hidden Lake Asset Management LP 6.80% of their portfolio | 1.1m $8.0m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 907.0k $6.4m | Reduced -776.9k |
| STATE STREET CORP 0.00% of their portfolio | 700.2k $4.9m | Added +498.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 466.2k $3.3m | Added +175.4k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 372.9k $2.6m | Added +297.3k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 359.4k $2.5m | Reduced -282.4k |
| MORGAN STANLEY 0.00% of their portfolio | 320.9k $2.3m | Reduced -703.8k |
| Soviero Asset Management, LP 1.51% of their portfolio | 280.0k $2.0m | Reduced -50.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 267.5k $1.9m | Added +176.0k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 223.1k $1.6m | Added +69.8k |
| GROUP ONE TRADING LLC 0.05% of their portfolio | 222.1k $1.6m | Added +90.2k |
| SIMPLEX TRADING, LLC 0.05% of their portfolio | 219.3k $1.5m | Added +138.2k |
| Graham Capital Management, L.P. 0.04% of their portfolio | 179.5k $1.3m | New |
| Revisor Wealth Management LLC 0.83% of their portfolio | 170.0k $1.2m | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 161.5k $1.1m | Unchanged |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 161.5k $1.1m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 156.2k $1.1m | Added +40.5k |
| Headlands Technologies LLC 0.10% of their portfolio | 132.6k $931.1k | New |
| GTS SECURITIES LLC 0.02% of their portfolio | 118.6k $832.3k | Added +44.9k |
| Laird Norton Wetherby Trust Company, LLC 0.12% of their portfolio | 116.3k $816.6k | Unchanged |
| LPL Financial LLC 0.00% of their portfolio | 109.9k $771.3k | Reduced -22.8k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 102.2k $717.4k | Reduced -4.5k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 84.9k $595.9k | Reduced -17.6k |
| UBS Group AG 0.00% of their portfolio | 83.0k $582.8k | Added +28.5k |
| WEALTH EFFECTS LLC 0.20% of their portfolio | 80.3k $563.8k | Added +3.2k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 80.1k $562.4k | Added +55 |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 80.1k $562.0k | New |
| BlackRock Inc. 0.00% of their portfolio | 79.3k $557.0k | Reduced -27.3k |
| Belpointe Asset Management LLC 0.04% of their portfolio | 76.3k $535.5k | Unchanged |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio | 63.9k $448.3k | Unchanged |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 63.8k $448.0k | First filing |
| Engineers Gate Manager LP 0.01% of their portfolio | 62.5k $438.9k | Added +48.6k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 59.2k $415.8k | Reduced -3.1k |
| CWM, LLC 0.00% of their portfolio | 51.8k $364.0k | Added +3.9k |
| XTX Topco Ltd 0.03% of their portfolio | 51.2k $359.2k | New |
| MARSHALL WACE, LLP 0.00% of their portfolio | 50.5k $354.8k | Reduced -21.7k |
| DIVERSIFY WEALTH MANAGEMENT, LLC 0.06% of their portfolio | 48.1k $509.7k | First filing |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 43.7k $306.9k | Reduced -66.6k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 42.7k $299.7k | Unchanged |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 40.6k $285.0k | Reduced -2.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 39.7k $279.0k | Added +32.0k |
| HRT FINANCIAL LP 0.00% of their portfolio | 39.7k $278.0k | New |
| Bayesian Capital Management, LP 0.03% of their portfolio | 39.2k $275.2k | New |
| PFG Investments, LLC 0.02% of their portfolio | 35.2k $247.1k | Added +20.2k |
| Marex Group Ltd 0.01% of their portfolio | 35.0k $245.7k | New |
| CITIGROUP INC 0.00% of their portfolio | 34.4k $241.4k | Reduced -40.0k |
| TWO SIGMA SECURITIES, LLC 0.01% of their portfolio | 34.1k $239.6k | New |
| Virtu Financial LLC 0.02% of their portfolio | 33.2k $233.0k | Reduced -104.4k |
| Snowden Capital Advisors LLC 0.01% of their portfolio | 31.9k $223.7k | Added +380 |
| Nicholas Hoffman & Company, LLC. 0.01% of their portfolio | 30.5k $214.1k | Unchanged |
| Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio | 30.3k $205.7k | Added +1.9k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 28.9k $203.0k | Added +3.8k |
| Prostatis Group LLC 0.07% of their portfolio | 26.6k $186.6k | New |
| BLAIR WILLIAM & CO/IL 0.00% of their portfolio | 25.2k $176.9k | Reduced -10.4k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 24.4k $171.3k | Added +3.1k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 24.3k $170.4k | Added +67 |
| EntryPoint Capital, LLC 0.08% of their portfolio | 23.3k $163.4k | Added +22.2k |
| CAPSTONE INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 22.3k $156.3k | Reduced -68.7k |
| Dynamic Technology Lab Private Ltd 0.02% of their portfolio | 19.7k $138.0k | Reduced -25.0k |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 19.5k $136.9k | Added +235 |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 18.7k $131.5k | Added +15.0k |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 18.6k $130.2k | Reduced -100 |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 18.3k $128.7k | Reduced -5.9k |
| Mariner, LLC 0.00% of their portfolio | 16.9k $118.9k | Reduced -2.5k |
| AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio | 16.8k $117.8k | New |
| Atria Wealth Solutions, Inc. 0.00% of their portfolio | 16.3k $114.5k | Reduced -6.2k |
| Squarepoint Ops LLC 0.00% of their portfolio | 15.6k $109.2k | Reduced -13.2k |
| BROWN ADVISORY INC 0.00% of their portfolio | 15.5k $108.8k | Unchanged |
| GAMMA Investing LLC 0.01% of their portfolio | 14.7k $103.5k | Reduced -445 |
| Creative Planning 0.00% of their portfolio | 14.2k $99.9k | Reduced -1.4k |
| National Philanthropic Trust 0.00% of their portfolio | 13.7k $96.0k | Unchanged |
| Penserra Capital Management LLC 0.00% of their portfolio | 13.4k $94.0k | Reduced -45.2k |
| Hood River Capital Management LLC 0.00% of their portfolio | 13.2k $92.8k | New |
| Sigma Planning Corp 0.00% of their portfolio | 13.2k $92.7k | Added +2.9k |
| RFG Advisory, LLC 0.00% of their portfolio | 12.5k $87.8k | Added +1.5k |
| Deuterium Capital Management, LLC 0.15% of their portfolio | 12.4k $86.9k | Unchanged |
| WealthTrust Axiom LLC 0.03% of their portfolio | 12.1k $85.1k | New |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 11.8k $82.6k | Added +4.8k |
| QUADRANT CAPITAL GROUP LLC 0.01% of their portfolio | 11.1k $77.9k | Reduced -1.4k |
| Jefferies Financial Group Inc. 0.00% of their portfolio | 11.0k $77.1k | Unchanged |
| Boston Standard Wealth Management, LLC 0.02% of their portfolio | 10.7k $75.0k | New |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 10.5k $73.9k | Reduced -2.2k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 10.5k $73.8k | New |
| Key Client Fiduciary Advisors, LLC 0.04% of their portfolio | 10.5k $73.8k | Added +121 |
| Global Retirement Partners, LLC 0.00% of their portfolio | 7.8k $54.8k | Added +915 |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 6.8k $47.9k | Added +750 |
| Daiwa Securities Group Inc. 0.00% of their portfolio | 6.7k $47.0k | Reduced -9.4k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 5.5k $38.9k | Reduced -197 |
| Walleye Capital LLC 0.00% of their portfolio | 5.4k $38.2k | Reduced -100.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 4.8k $33.5k | Reduced -21.1k |
| US BANCORP \DE\ 0.00% of their portfolio | 3.3k $23.2k | Added +100 |
| Stone House Investment Management, LLC 0.01% of their portfolio | 3.0k $21.1k | Unchanged |
| SIGNATUREFD, LLC 0.00% of their portfolio | 3.0k $20.8k | Reduced -590 |
| Activest Wealth Management 0.01% of their portfolio | 2.6k $18.0k | Added +1.0k |
| CIBC Private Wealth Group LLC 0.00% of their portfolio | 2.5k $21.6k | Added +2.5k |
| Blue Trust, Inc. 0.00% of their portfolio | 2.4k $12.5k | New |
| AdvisorNet Financial, Inc 0.00% of their portfolio | 2.2k $15.8k | Unchanged |
| Parallel Advisors, LLC 0.00% of their portfolio | 2.0k $13.9k | Reduced -42 |