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 ($3.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $4.02. Options: 14 managers hold calls ($13.7m notional), 14 hold puts ($14.9m).
Trends to Q2 2025
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 |
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 2023 | 37 | 59 |
| Q4 2023 | 58 | 48 |
| Q1 2024 | 58 | 57 |
| Q2 2024 | 58 | 49 |
| Q3 2024 | 90 | 45 |
| Q4 2024 | 55 | 74 |
| Q1 2025 | 40 | 69 |
| Q2 2025 | 66 | 43 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $19.7m | $13.3m | 0.68 |
| Q4 2024 | $9.9m | $9.0m | 0.91 |
| Q1 2025 | $2.7m | $3.6m | 1.33 |
| Q2 2025 | $13.7m | $14.9m | 1.09 |
Biggest buyers
| Fund 1 Investments, LLC | New | +1.7m |
| TWO SIGMA INVESTMENTS, LP | New | +572.5k |
| JANE STREET GROUP, LLC | Added | +489.3k |
| NATIONAL BANK OF CANADA /FI/ | Added | +386.0k |
| GOLDMAN SACHS GROUP INC | Added | +366.8k |
| GSA CAPITAL PARTNERS LLP | New | +263.2k |
| JPMORGAN CHASE & CO | Added | +224.3k |
| NOMURA HOLDINGS INC | New | +100.0k |
| MILLENNIUM MANAGEMENT LLC | New | +84.3k |
| HRT FINANCIAL LP | Added | +79.6k |
Biggest sellers
| BAILLIE GIFFORD & CO | Sold out | -8.6m |
| MARSHALL WACE, LLP | Reduced | -1.3m |
| D. E. Shaw & Co., Inc. | Reduced | -875.8k |
| BANK OF AMERICA CORP /DE/ | Reduced | -702.0k |
| STATE STREET CORP | Reduced | -698.2k |
| UBS Group AG | Reduced | -249.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -243.9k |
| Man Group plc | Sold out | -155.1k |
| CITIGROUP INC | Reduced | -138.4k |
| GROUP ONE TRADING LLC | Reduced | -123.3k |
Biggest calls
| Fund 1 Investments, LLC | New | $6.4m1.6m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.5m627.5k shares |
| GROUP ONE TRADING LLC | Added | $1.4m349.2k shares |
| SIMPLEX TRADING, LLC | Added | $792.0k197.1k shares |
| IMC-Chicago, LLC | Added | $736.1k183.1k shares |
| WOLVERINE TRADING, LLC | New | $543.1k148.4k shares |
| CITADEL ADVISORS LLC | Added | $536.7k133.5k shares |
| Walleye Capital LLC | Added | $267.3k66.5k shares |
| Walleye Trading LLC | Added | $201.8k50.2k shares |
| PEAK6 LLC | New | $147.9k36.8k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $6.7m1.7m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.1m520.9k shares |
| IMC-Chicago, LLC | Added | $1.7m429.2k shares |
| GROUP ONE TRADING LLC | Added | $1.7m412.1k shares |
| NATIONAL BANK OF CANADA /FI/ | New | $1.6m3.9k shares |
| SIMPLEX TRADING, LLC | Added | $329.0k82.0k shares |
| Walleye Trading LLC | Added | $225.5k56.1k shares |
| HRT FINANCIAL LP | New | $203.0k50.7k shares |
| Crawford Fund Management, LLC | Reduced | $170.8k42.5k shares |
| JANE STREET GROUP, LLC | Added | $88.8k22.1k 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 2025
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 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 2.2m $9.0m | Reduced -875.8k |
| Fund 1 Investments, LLC 0.97% of their portfolio | 1.7m $6.8m | New |
| MARSHALL WACE, LLP 0.01% of their portfolio | 1.1m $4.3m | Reduced -1.3m |
| STATE STREET CORP 0.00% of their portfolio | 874.3k $3.5m | Reduced -698.2k |
| MORGAN STANLEY 0.00% of their portfolio | 706.2k $2.8m | Reduced -6.4k |
| UBS Group AG 0.00% of their portfolio | 619.4k $2.5m | Reduced -249.4k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 572.5k $2.3m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 566.1k $2.3m | Added +366.8k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 514.1k $2.1m | Added +489.3k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 465.7k $1.9m | Added +79.2k |
| SBI Securities Co., Ltd. 0.05% of their portfolio | 394.6k $1.6m | Reduced -5.1k |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 388.6k $1.6m | Added +386.0k |
| GSA CAPITAL PARTNERS LLP 0.07% of their portfolio | 263.2k $1.1m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 246.3k $990.1k | Reduced -243.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 224.7k $903.4k | Added +224.3k |
| LPL Financial LLC 0.00% of their portfolio | 208.6k $838.8k | Added +78.6k |
| Revisor Wealth Management LLC 0.30% of their portfolio | 185.3k $824.8k | Unchanged |
| IMC-Chicago, LLC 0.02% of their portfolio | 178.3k $716.8k | Reduced -32.7k |
| BlackRock, Inc. 0.00% of their portfolio | 129.7k $521.4k | Added +16.2k |
| Laird Norton Wetherby Trust Company, LLC 0.06% of their portfolio | 116.3k $467.6k | Unchanged |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 110.1k $442.6k | Added +2.0k |
| HRT FINANCIAL LP 0.00% of their portfolio | 101.2k $406.0k | Added +79.6k |
| NOMURA HOLDINGS INC 0.00% of their portfolio | 100.0k $402.0k | New |
| PROFUND ADVISORS LLC 0.01% of their portfolio | 99.8k $401.3k | Added +3.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 92.4k $371.5k | Added +1.0k |
| WEALTH EFFECTS LLC 0.14% of their portfolio | 90.1k $362.0k | Reduced -11.5k |
| Marex Group Ltd 0.01% of their portfolio | 85.0k $341.7k | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 84.3k $339.0k | New |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 75.0k $301.4k | Added +16.9k |
| Prostatis Group LLC 0.08% of their portfolio | 71.7k $288.1k | New |
| INSIGNEO ADVISORY SERVICES, LLC 0.02% of their portfolio | 70.5k $283.2k | Reduced -6.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 65.6k $263.8k | Reduced -84.3k |
| CANTOR FITZGERALD, L. P. 0.01% of their portfolio | 60.4k $242.6k | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 59.2k $238.0k | Reduced -7.0k |
| CWM, LLC 0.00% of their portfolio | 52.8k $212.0k | Reduced -1.1k |
| WOLVERINE TRADING, LLC 0.00% of their portfolio | 45.6k $167.0k | New |
| GROUP ONE TRADING LLC 0.01% of their portfolio | 45.4k $182.4k | Reduced -123.3k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 43.3k $174.0k | Added +984 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 42.3k $170.2k | Added +2.3k |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 42.2k $169.0k | Reduced -16.7k |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 38.7k $141.8k | Reduced -308 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 36.8k $147.7k | Reduced -1.2k |
| BLAIR WILLIAM & CO/IL 0.00% of their portfolio | 33.7k $135.5k | Unchanged |
| Octavia Wealth Advisors, LLC 0.01% of their portfolio | 31.0k $124.7k | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 26.3k $105.6k | Added +600 |
| Cetera Investment Advisers 0.00% of their portfolio | 25.9k $103.9k | Added +5.0k |
| Compound Planning, Inc. 0.00% of their portfolio | 24.3k $97.5k | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 24.1k $96.9k | Added +2.6k |
| XTX Topco Ltd 0.00% of their portfolio | 22.6k $90.8k | New |
| Key Client Fiduciary Advisors, LLC 0.04% of their portfolio | 21.6k $86.8k | Added +6.7k |
| Boston Standard Wealth Management, LLC 0.02% of their portfolio | 21.1k $85.0k | Added +10.3k |
| BARCLAYS PLC 0.00% of their portfolio | 20.2k $81.2k | New |
| WealthTrust Axiom LLC 0.02% of their portfolio | 20.2k $81.0k | Added +3.0k |
| RFG Advisory, LLC 0.00% of their portfolio | 20.0k $80.4k | New |
| Daiwa Securities Group Inc. 0.00% of their portfolio | 18.6k $75.0k | Added +5.0k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 18.1k $72.7k | New |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 18.0k $72.4k | New |
| Retireful, LLC 0.05% of their portfolio | 17.3k $69.7k | New |
| Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio | 17.0k $68.4k | Reduced -7.1k |
| Crumly & Associates Inc. 0.02% of their portfolio | 15.8k $63.6k | Added +2.6k |
| BROWN ADVISORY INC 0.00% of their portfolio | 15.5k $62.3k | Unchanged |
| AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio | 14.8k $59.3k | New |
| PDS Planning, Inc 0.00% of their portfolio | 14.6k $58.5k | Unchanged |
| J.W. COLE ADVISORS, INC. 0.00% of their portfolio | 13.8k $55.5k | Reduced -1.2k |
| Central Pacific Bank - Trust Division 0.01% of their portfolio | 13.7k $55.1k | New |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 13.6k $54.5k | New |
| Creative Planning 0.00% of their portfolio | 13.5k $54.2k | Added +1.1k |
| RITHOLTZ WEALTH MANAGEMENT 0.00% of their portfolio | 13.2k $52.9k | New |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 12.8k $51.0k | Added +2.6k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 12.4k $49.8k | New |
| Jump Financial, LLC 0.00% of their portfolio | 12.2k $49.1k | New |
| Squarepoint Ops LLC 0.00% of their portfolio | 11.3k $45.3k | Reduced -7.2k |
| First Affirmative Financial Network 0.02% of their portfolio | 10.6k $42.6k | New |
| Lido Advisors, LLC 0.00% of their portfolio | 10.1k $40.6k | New |
| SCOTIA CAPITAL INC. 0.00% of their portfolio | 10.1k $40.5k | Added +72 |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 9.8k $39.2k | Reduced -4.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 9.3k $37.5k | Reduced -702.0k |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 9.1k $36.5k | Added +4.7k |
| Walleye Capital LLC 0.00% of their portfolio | 8.5k $34.2k | Reduced -3.1k |
| GAMMA Investing LLC 0.00% of their portfolio | 7.8k $31.3k | Added +3.5k |
| Brooklyn Investment Group 0.00% of their portfolio | 7.6k $30.5k | New |
| AdvisorNet Financial, Inc 0.00% of their portfolio | 5.4k $21.7k | Added +600 |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 4.6k $18.7k | Added +3.7k |
| Compagnie Lombard Odier SCmA 0.00% of their portfolio | 4.0k $16.1k | Unchanged |
| Parallel Advisors, LLC 0.00% of their portfolio | 3.7k $14.7k | Reduced -263 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 3.2k $14.0k | Reduced -1.7k |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 3.0k $12.1k | Unchanged |
| Stone House Investment Management, LLC 0.00% of their portfolio | 3.0k $12.1k | Unchanged |
| RAELIPSKIE PARTNERSHIP 0.00% of their portfolio | 2.5k $9.8k | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 2.4k $9.6k | Added +1.7k |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 2.1k $8.4k | Added +2.0k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 2.1k $8.3k | Reduced -77 |
| TD Waterhouse Canada Inc. 0.00% of their portfolio | 2.1k $9.7k | Unchanged |
| Sound Income Strategies, LLC 0.00% of their portfolio | 1.9k $7.5k | Added +1.7k |
| Global Retirement Partners, LLC 0.00% of their portfolio | 1.8k $7.2k | First filing |
| Caitong International Asset Management Co., Ltd 0.01% of their portfolio | 1.8k $7.1k | Added +716 |
| Allworth Financial LP 0.00% of their portfolio | 1.6k $6.3k | New |
| Kilter Group LLC 0.00% of their portfolio | 1.5k $6.0k | New |
| CITIGROUP INC 0.00% of their portfolio | 1.1k $4.3k | Reduced -138.4k |
| Activest Wealth Management 0.00% of their portfolio | 1.0k $4.0k | Unchanged |