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 ($143.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $6.90. Options: 11 managers hold calls ($24.7m notional), 9 hold puts ($11.6m).
Trends to Q1 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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q1 2026 | 72 | 78 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $13.7m | $14.9m | 1.09 |
| Q3 2025 | $81.9m | $28.0m | 0.34 |
| Q4 2025 | $100.7m | $24.9m | 0.25 |
| Q1 2026 | $24.7m | $11.6m | 0.47 |
Biggest buyers
| Fund 1 Investments, LLC | Added | +3.6m |
| Parsifal Capital Management, LP | New | +3.5m |
| TWO SIGMA INVESTMENTS, LP | Added | +1.2m |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | New | +697.2k |
| TUDOR INVESTMENT CORP ET AL | New | +525.0k |
| Trexquant Investment LP | Added | +490.9k |
| CANTOR FITZGERALD, L. P. | New | +350.8k |
| UBS Group AG | Added | +348.7k |
| Qube Research & Technologies Ltd | New | +273.5k |
| GOLDMAN SACHS GROUP INC | Added | +254.7k |
Biggest sellers
| NOMURA HOLDINGS INC | Reduced | -2.0m |
| JANE STREET GROUP, LLC | Reduced | -1.1m |
| D. E. Shaw & Co., Inc. | Reduced | -1.0m |
| MORGAN STANLEY | Reduced | -982.1k |
| TWO SIGMA ADVISERS, LP | Sold out | -956.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -651.5k |
| GROUP ONE TRADING LLC | Reduced | -274.2k |
| SIMPLEX TRADING, LLC | Reduced | -221.9k |
| Balyasny Asset Management L.P. | Sold out | -172.4k |
| Point72 Asset Management, L.P. | Reduced | -160.5k |
Biggest calls
| CANTOR FITZGERALD, L. P. | Added | $5.7m825.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $5.2m759.8k shares |
| IMC-Chicago, LLC | Reduced | $3.4m493.4k shares |
| GROUP ONE TRADING LLC | Reduced | $3.4m486.8k shares |
| CITADEL ADVISORS LLC | Reduced | $1.9m280.4k shares |
| D. E. Shaw & Co., Inc. | Reduced | $1.8m267.8k shares |
| SIMPLEX TRADING, LLC | Added | $1.1m158.1k shares |
| Point72 Asset Management, L.P. | Reduced | $803.9k116.5k shares |
| Walleye Trading LLC | Added | $794.2k115.1k shares |
| HRT FINANCIAL LP | Reduced | $353.0k51.3k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.3m473.0k shares |
| HRT FINANCIAL LP | Added | $2.0m290.8k shares |
| IMC-Chicago, LLC | Added | $1.7m252.6k shares |
| GROUP ONE TRADING LLC | Reduced | $1.2m179.5k shares |
| CITADEL ADVISORS LLC | Reduced | $819.0k118.7k shares |
| Crawford Fund Management, LLC | Added | $793.5k115.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $748.0k108.4k shares |
| Point72 Asset Management, L.P. | Reduced | $538.2k78.0k shares |
| Walleye Trading LLC | Added | $425.7k61.7k 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 in Q1 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.
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| Fund 1 Investments, LLC 11.07% of their portfolio | 12.3m $85.0m | Added +3.6m |
| Parsifal Capital Management, LP 3.11% of their portfolio | 3.5m $24.1m | New |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 3.0m $20.8m | Reduced -1.0m |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 3.0m $20.4m | Added +1.2m |
| NOMURA HOLDINGS INC 0.07% of their portfolio | 1.2m $8.4m | Reduced -2.0m |
| General Equity Holdings LP 4.32% of their portfolio | 844.1k $5.8m | Added +191.1k |
| UBS Group AG 0.00% of their portfolio | 775.9k $5.4m | Added +348.7k |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT 0.25% of their portfolio | 697.2k $4.8m | New |
| Trexquant Investment LP 0.03% of their portfolio | 636.9k $4.4m | Added +490.9k |
| MORGAN STANLEY 0.00% of their portfolio | 613.1k $4.2m | Reduced -982.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 548.9k $3.8m | Reduced -651.5k |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 525.0k $3.6m | New |
| STATE STREET CORP 0.00% of their portfolio | 517.8k $3.6m | Added +15.3k |
| SBI Securities Co., Ltd. 0.09% of their portfolio | 455.5k $3.1m | Reduced -81.1k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 402.8k $2.8m | Added +171.1k |
| CANTOR FITZGERALD, L. P. 0.09% of their portfolio | 350.8k $2.4m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 316.1k $2.2m | Added +254.7k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 309.7k $2.1m | Added +250.4k |
| one8zero8, LLC 0.47% of their portfolio | 308.7k $2.1m | Added +140.9k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 273.5k $1.9m | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 262.9k $1.8m | Reduced -1.1m |
| Hood River Capital Management LLC 0.02% of their portfolio | 254.8k $1.8m | Added +144.0k |
| Walleye Capital LLC 0.01% of their portfolio | 254.1k $1.8m | Added +254.1k |
| HRT FINANCIAL LP 0.01% of their portfolio | 238.5k $1.6m | New |
| CAPITAL FUND MANAGEMENT S.A. 0.01% of their portfolio | 230.3k $1.6m | Added +111.0k |
| CenterBook Partners LP 0.08% of their portfolio | 210.7k $1.5m | New |
| Jump Financial, LLC 0.02% of their portfolio | 201.1k $1.4m | Added +173.6k |
| Massar Capital Management, LP 0.27% of their portfolio | 198.5k $1.4m | Unchanged |
| Revisor Wealth Management LLC 0.36% of their portfolio | 190.3k $1.3m | Added +5.0k |
| GROUP ONE TRADING LLC 0.04% of their portfolio | 175.9k $1.2m | Reduced -274.2k |
| LPL Financial LLC 0.00% of their portfolio | 164.7k $1.1m | Reduced -23.0k |
| MYDA Advisors LLC 0.25% of their portfolio | 151.7k $1.0m | Added +91.7k |
| BlackRock, Inc. 0.00% of their portfolio | 149.3k $1.0m | Added +13.7k |
| GSA CAPITAL PARTNERS LLP 0.06% of their portfolio | 131.4k $907.0k | Added +57.0k |
| Laird Norton Wetherby Trust Company, LLC 0.02% of their portfolio | 129.7k $894.7k | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 124.9k $861.7k | Reduced -106.2k |
| Headlands Technologies LLC 0.09% of their portfolio | 110.8k $764.6k | Added +16.7k |
| Engineers Gate Manager LP 0.01% of their portfolio | 106.9k $737.4k | Added +80.8k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 105.1k $724.9k | Reduced -160.5k |
| Shay Capital LLC 0.10% of their portfolio | 100.0k $690.0k | Reduced -114.2k |
| Cannell & Spears LLC 0.01% of their portfolio | 97.0k $669.3k | Added +57.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 94.8k $654.3k | Reduced -3.1k |
| IMC-Chicago, LLC 0.01% of their portfolio | 80.0k $551.9k | Reduced -108.9k |
| AXQ CAPITAL, LP 0.07% of their portfolio | 79.1k $545.8k | New |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 65.8k $454.0k | Added +15.9k |
| INSIGNEO ADVISORY SERVICES, LLC 0.03% of their portfolio | 65.5k $452.1k | Added +20 |
| Marex Group Ltd 0.00% of their portfolio | 65.0k $448.5k | Added +10.0k |
| SIH Partners, LLLP 0.01% of their portfolio | 62.0k $428.0k | Unchanged |
| WEALTH EFFECTS LLC 0.14% of their portfolio | 58.6k $404.1k | Unchanged |
| Cetera Investment Advisers 0.00% of their portfolio | 58.0k $400.1k | Added +37.1k |
| CWM, LLC 0.00% of their portfolio | 53.6k $369.8k | Added +5.8k |
| EXCHANGE TRADED CONCEPTS, LLC 0.00% of their portfolio | 52.0k $358.7k | Reduced -3.9k |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 49.1k $338.5k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 43.7k $301.8k | Added +7.0k |
| Squarepoint Ops LLC 0.00% of their portfolio | 40.0k $275.8k | New |
| SIMPLEX TRADING, LLC 0.01% of their portfolio | 36.5k $252.1k | Reduced -221.9k |
| EFG International AG 0.01% of their portfolio | 35.9k $247.4k | Reduced -2.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 35.1k $242.0k | Reduced -17.1k |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 33.4k $223.0k | Reduced -1.0k |
| RFG Advisory, LLC 0.00% of their portfolio | 31.0k $213.7k | Added +20.5k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 28.9k $199.6k | Reduced -23.6k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 27.0k $186.3k | Reduced -500 |
| Verition Fund Management LLC 0.00% of their portfolio | 25.7k $177.0k | Reduced -121.9k |
| Creative Planning 0.00% of their portfolio | 24.9k $172.1k | Reduced -867 |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 24.5k $169.3k | Reduced -448 |
| Magnetar Financial LLC 0.00% of their portfolio | 24.3k $167.5k | New |
| MANGROVE PARTNERS IM, LLC 0.01% of their portfolio | 24.2k $167.1k | Added +8.6k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 23.2k $159.9k | Reduced -2.5k |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 23.1k $160.9k | Added +2.0k |
| Pekin Hardy Strauss, Inc. 0.02% of their portfolio | 22.2k $153.5k | New |
| Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio | 21.5k $148.3k | Added +2.0k |
| Boston Standard Wealth Management, LLC 0.02% of their portfolio | 20.9k $144.4k | Added +1.8k |
| Brooklyn Investment Group 0.00% of their portfolio | 20.8k $143.5k | Reduced -3.6k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 20.3k $139.7k | Added +1.6k |
| BARCLAYS PLC 0.00% of their portfolio | 20.0k $138.0k | Reduced -500 |
| Modus Advisors, LLC 0.04% of their portfolio | 20.0k $138.0k | Unchanged |
| Octavia Wealth Advisors, LLC 0.01% of their portfolio | 18.1k $124.7k | Added +3.6k |
| Virtu Financial LLC 0.01% of their portfolio | 17.8k $123.0k | New |
| Key Client Fiduciary Advisors, LLC 0.04% of their portfolio | 17.5k $120.6k | Added +119 |
| Aquatic Capital Management LLC 0.00% of their portfolio | 17.5k $120.7k | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 17.5k $120.5k | Reduced -124.9k |
| Tidal Investments LLC 0.00% of their portfolio | 17.1k $124.1k | Reduced -20.0k |
| WealthTrust Axiom LLC 0.03% of their portfolio | 17.1k $117.9k | Reduced -500 |
| Dynamic Technology Lab Private Ltd 0.02% of their portfolio | 16.9k $116.6k | Added +642 |
| Lotus Technology Management, LP 0.42% of their portfolio | 16.6k $114.9k | New |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 16.2k $111.9k | Reduced -3.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 16.0k $110.1k | Reduced -105.7k |
| Summit Financial, LLC 0.00% of their portfolio | 15.0k $103.5k | New |
| Hennion & Walsh Asset Management, Inc. 0.00% of their portfolio | 15.0k $103.3k | New |
| Samalin Investment Counsel, LLC 0.04% of their portfolio | 14.8k $101.9k | Added +2.5k |
| PINNACLE ASSOCIATES LTD 0.00% of their portfolio | 14.7k $101.2k | New |
| Pinnacle Wealth Management Advisory Group, LLC 0.01% of their portfolio | 14.7k $101.2k | New |
| PDS Planning, Inc 0.01% of their portfolio | 14.6k $100.4k | Unchanged |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 14.2k $98.6k | Added +143 |
| BLAIR WILLIAM & CO/IL 0.00% of their portfolio | 13.5k $93.2k | Reduced -200 |
| PharVision Advisers, LLC 0.87% of their portfolio | 12.5k $85.9k | Reduced -14.8k |
| Central Pacific Bank - Trust Division 0.01% of their portfolio | 11.9k $82.3k | Unchanged |
| Lido Advisors, LLC 0.00% of their portfolio | 11.9k $81.8k | Reduced -357 |
| ExodusPoint Capital Management, LP 0.00% of their portfolio | 11.6k $80.3k | Reduced -34.0k |
| GAMMA Investing LLC 0.00% of their portfolio | 11.4k $78.8k | Added +1.7k |