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 ($283.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $12.49. Options: 19 managers hold calls ($100.7m notional), 12 hold puts ($24.9m).
Trends to Q4 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 |
| Q3 2025 | 139 |
| Q4 2025 | 157 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2024 | 58 | 57 |
| Q2 2024 | 58 | 49 |
| Q3 2024 | 90 | 45 |
| Q4 2024 | 55 | 74 |
| Q1 2025 | 40 | 69 |
| Q2 2025 | 66 | 43 |
| Q3 2025 | 70 | 54 |
| Q4 2025 | 79 | 62 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $2.7m | $3.6m | 1.33 |
| Q2 2025 | $13.7m | $14.9m | 1.09 |
| Q3 2025 | $81.9m | $28.0m | 0.34 |
| Q4 2025 | $100.7m | $24.9m | 0.25 |
Biggest buyers
| NOMURA HOLDINGS INC | Added | +2.8m |
| Fund 1 Investments, LLC | Added | +2.2m |
| JANE STREET GROUP, LLC | Added | +999.4k |
| MORGAN STANLEY | Added | +671.3k |
| General Equity Holdings LP | Added | +289.9k |
| FRANKLIN RESOURCES INC | New | +231.7k |
| GROUP ONE TRADING LLC | Added | +218.4k |
| Shay Capital LLC | New | +214.2k |
| Massar Capital Management, LP | New | +198.5k |
| IMC-Chicago, LLC | New | +188.9k |
Biggest sellers
| GOLDMAN SACHS GROUP INC | Reduced | -1.4m |
| CITADEL ADVISORS LLC | Reduced | -1.1m |
| Walleye Capital LLC | Reduced | -1.0m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold out | -473.2k |
| Jump Financial, LLC | Reduced | -406.4k |
| STATE STREET CORP | Reduced | -388.3k |
| NATIONAL BANK OF CANADA /FI/ | Reduced | -317.7k |
| BANK OF AMERICA CORP /DE/ | Reduced | -260.3k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -182.3k |
| BANK OF MONTREAL /CAN/ | Reduced | -93.7k |
Biggest calls
| UBS Group AG | New | $20.7m1.7m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $11.2m894.9k shares |
| GROUP ONE TRADING LLC | Added | $10.4m833.8k shares |
| Shay Capital LLC | New | $9.9m796.1k shares |
| CITADEL ADVISORS LLC | Reduced | $8.9m715.0k shares |
| JANE STREET GROUP, LLC | Added | $7.8m621.1k shares |
| IMC-Chicago, LLC | Added | $6.9m555.3k shares |
| Fund 1 Investments, LLC | Reduced | $6.2m500.0k shares |
| GOLDMAN SACHS GROUP INC | Added | $5.8m462.3k shares |
| D. E. Shaw & Co., Inc. | Added | $3.4m268.8k shares |
Biggest puts
| GROUP ONE TRADING LLC | Reduced | $4.6m368.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $4.1m328.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $4.0m317.9k shares |
| IMC-Chicago, LLC | Added | $3.1m244.3k shares |
| Point72 Asset Management, L.P. | New | $2.7m217.1k shares |
| HRT FINANCIAL LP | New | $2.2m174.7k shares |
| CITADEL ADVISORS LLC | Added | $1.6m127.0k shares |
| Crawford Fund Management, LLC | Added | $1.3m105.5k shares |
| Walleye Trading LLC | Reduced | $623.3k49.9k shares |
| JANE STREET GROUP, LLC | New | $291.0k23.3k 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 Q4 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 Q4 2025.
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| Fund 1 Investments, LLC 15.83% of their portfolio | 8.8m $109.4m | Added +2.2m |
| D. E. Shaw & Co., Inc. 0.04% of their portfolio | 4.1m $50.7m | Added +185.1k |
| NOMURA HOLDINGS INC 0.11% of their portfolio | 3.2m $40.1m | Added +2.8m |
| TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio | 1.7m $21.5m | Reduced -18.0k |
| MORGAN STANLEY 0.00% of their portfolio | 1.6m $19.9m | Added +671.3k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 1.4m $17.2m | Added +999.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 1.2m $15.0m | Added +112.3k |
| TWO SIGMA ADVISERS, LP 0.02% of their portfolio | 956.0k $11.9m | Added +124.4k |
| General Equity Holdings LP 5.10% of their portfolio | 653.0k $8.2m | Added +289.9k |
| SBI Securities Co., Ltd. 0.17% of their portfolio | 536.6k $6.7m | Added +70.7k |
| STATE STREET CORP 0.00% of their portfolio | 502.5k $6.3m | Reduced -388.3k |
| GROUP ONE TRADING LLC 0.17% of their portfolio | 450.2k $5.6m | Added +218.4k |
| UBS Group AG 0.00% of their portfolio | 427.3k $5.3m | Reduced -57.9k |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 265.6k $3.3m | Added +81.7k |
| SIMPLEX TRADING, LLC 0.09% of their portfolio | 258.4k $3.2m | Reduced -3.5k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 231.7k $2.9m | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 231.1k $2.9m | Reduced -1.1m |
| Shay Capital LLC 0.43% of their portfolio | 214.2k $2.7m | New |
| Massar Capital Management, LP 0.49% of their portfolio | 198.5k $2.5m | New |
| IMC-Chicago, LLC 0.04% of their portfolio | 188.9k $2.4m | New |
| LPL Financial LLC 0.00% of their portfolio | 187.8k $2.3m | Reduced -5.2k |
| Revisor Wealth Management LLC 0.63% of their portfolio | 185.3k $2.3m | Unchanged |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 172.4k $2.2m | Added +45.0k |
| one8zero8, LLC 0.46% of their portfolio | 167.8k $2.1m | Added +29.0k |
| Verition Fund Management LLC 0.01% of their portfolio | 147.6k $1.8m | Added +23.9k |
| Trexquant Investment LP 0.02% of their portfolio | 146.0k $1.8m | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 142.3k $1.8m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 139.5k $1.7m | Added +139.1k |
| BlackRock, Inc. 0.00% of their portfolio | 135.7k $1.7m | Reduced -11.1k |
| Laird Norton Wetherby Trust Company, LLC 0.03% of their portfolio | 129.7k $1.6m | Added +13.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 121.6k $1.5m | Added +100.7k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 121.6k $1.5m | New |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 120.9k $1.5m | Reduced -93.7k |
| CAPITAL FUND MANAGEMENT S.A. 0.01% of their portfolio | 119.3k $1.5m | New |
| Hood River Capital Management LLC 0.02% of their portfolio | 110.8k $1.4m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 97.9k $1.2m | Added +5.3k |
| Headlands Technologies LLC 0.10% of their portfolio | 94.1k $1.2m | Added +19.2k |
| XTX Topco Ltd 0.03% of their portfolio | 76.9k $959.9k | Added +36.0k |
| GSA CAPITAL PARTNERS LLP 0.08% of their portfolio | 74.4k $929.0k | Added +1.5k |
| INSIGNEO ADVISORY SERVICES, LLC 0.06% of their portfolio | 65.5k $818.1k | Reduced -950 |
| SIH Partners, LLLP 0.05% of their portfolio | 62.0k $774.8k | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 61.4k $766.8k | Reduced -1.4m |
| MYDA Advisors LLC 0.21% of their portfolio | 60.0k $749.4k | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 59.2k $739.7k | Reduced -182.3k |
| WEALTH EFFECTS LLC 0.23% of their portfolio | 58.6k $731.4k | Reduced -22.5k |
| EXCHANGE TRADED CONCEPTS, LLC 0.01% of their portfolio | 55.9k $697.6k | New |
| Marex Group Ltd 0.01% of their portfolio | 55.0k $687.0k | Unchanged |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 52.5k $655.8k | Reduced -6.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 52.2k $651.6k | Reduced -260.3k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 50.0k $624.0k | Added +38.1k |
| CWM, LLC 0.00% of their portfolio | 47.8k $597.0k | Reduced -4.7k |
| ExodusPoint Capital Management, LP 0.01% of their portfolio | 45.6k $569.5k | New |
| QP WEALTH MANAGEMENT, LLC 0.45% of their portfolio | 41.1k $513.3k | First filing |
| Cannell & Spears LLC 0.01% of their portfolio | 40.0k $499.6k | New |
| EFG International AG 0.01% of their portfolio | 38.2k $477.3k | First filing |
| Tidal Investments LLC 0.00% of their portfolio | 37.2k $464.3k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 36.8k $459.2k | Reduced -6.5k |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 34.5k $430.5k | Added +731 |
| Susquehanna Portfolio Strategies, LLC 0.01% of their portfolio | 29.9k $373.2k | Unchanged |
| Yeomans Consulting Group, Inc. 0.11% of their portfolio | 28.8k $359.5k | Reduced -10.3k |
| Y-Intercept (Hong Kong) Ltd 0.01% of their portfolio | 27.7k $345.9k | New |
| Jump Financial, LLC 0.00% of their portfolio | 27.5k $343.7k | Reduced -406.4k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 27.5k $343.5k | Added +6.0k |
| PharVision Advisers, LLC 0.17% of their portfolio | 27.2k $340.2k | New |
| Engineers Gate Manager LP 0.00% of their portfolio | 26.1k $325.4k | New |
| Creative Planning 0.00% of their portfolio | 25.8k $322.3k | Added +1.4k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 25.7k $320.9k | Reduced -718 |
| NKCFO LLC 0.09% of their portfolio | 25.0k $312.0k | New |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 25.0k $320.6k | Reduced -52.6k |
| Walleye Trading LLC 0.00% of their portfolio | 24.5k $305.6k | New |
| Brooklyn Investment Group 0.01% of their portfolio | 24.4k $283.1k | New |
| Private Advisor Group, LLC 0.00% of their portfolio | 23.7k $296.6k | Reduced -993 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 21.1k $264.2k | Reduced -15.6k |
| Cetera Investment Advisers 0.00% of their portfolio | 20.9k $260.4k | Reduced -1.7k |
| BARCLAYS PLC 0.00% of their portfolio | 20.5k $256.0k | Added +1.5k |
| Modus Advisors, LLC 0.07% of their portfolio | 20.0k $249.8k | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 19.7k $245.5k | Added +758 |
| Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio | 19.5k $243.2k | Added +254 |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 19.2k $240.1k | Reduced -7.5k |
| Boston Standard Wealth Management, LLC 0.04% of their portfolio | 19.1k $238.5k | Reduced -250 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 18.7k $233.1k | Reduced -1.7k |
| FourThought Financial Partners, LLC 0.02% of their portfolio | 18.5k $230.7k | New |
| Caption Management, LLC 0.01% of their portfolio | 18.0k $224.8k | New |
| WealthTrust Axiom LLC 0.06% of their portfolio | 17.6k $219.6k | Reduced -2.5k |
| Key Client Fiduciary Advisors, LLC 0.08% of their portfolio | 17.4k $217.3k | Reduced -2.3k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 17.1k $213.6k | Reduced -53.8k |
| Belvedere Trading LLC 0.04% of their portfolio | 16.7k $208.5k | New |
| Dynamic Technology Lab Private Ltd 0.05% of their portfolio | 16.3k $203.0k | New |
| MANGROVE PARTNERS IM, LLC 0.02% of their portfolio | 15.6k $195.2k | New |
| PDS Planning, Inc 0.01% of their portfolio | 14.6k $181.8k | Unchanged |
| Octavia Wealth Advisors, LLC 0.02% of their portfolio | 14.5k $181.1k | Unchanged |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 14.0k $175.5k | Added +434 |
| BLAIR WILLIAM & CO/IL 0.00% of their portfolio | 13.7k $171.1k | Reduced -2.5k |
| Samalin Investment Counsel, LLC 0.05% of their portfolio | 12.3k $153.1k | New |
| Focus Partners Wealth 0.00% of their portfolio | 12.2k $152.8k | New |
| Lido Advisors, LLC 0.00% of their portfolio | 12.2k $146.3k | Unchanged |
| Central Pacific Bank - Trust Division 0.02% of their portfolio | 11.9k $148.9k | Unchanged |
| RFG Advisory, LLC 0.00% of their portfolio | 10.4k $130.2k | Added +421 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 10.3k $128.0k | Added +5.3k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 10.2k $127.7k | New |