Vault-13

TUYA INC TUYA

SPONSERED ADS · ADR · CUSIP 90114C107 · ISIN US90114C1071

68 institutional holders -2 vs Q1 2026
149,575,613149.6m shares reported held*
$263.5mreported value*
12 new 25 added 17 reduced 13 sold out net bought ≈ $5.4m (+3.1m shares)

* 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 ($379.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $1.76. Options: 4 managers hold calls ($307.3k notional), 5 hold puts ($220.9k).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 43Q4 22: 53Q1 23: 47Q2 23: 50Q3 23: 45Q4 23: 60Q1 24: 59Q2 24: 61Q3 24: 67Q4 24: 67Q1 25: 86Q2 25: 76Q3 25: 74Q4 25: 76Q1 26: 70Q2 26: 6868Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202243
Q4 202253
Q1 202347
Q2 202350
Q3 202345
Q4 202360
Q1 202459
Q2 202461
Q3 202467
Q4 202467
Q1 202586
Q2 202576
Q3 202574
Q4 202576
Q1 202670
Q2 202668

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 40 bought or addedQ3 24: 19 cut or sold outQ4 24: 36 bought or addedQ4 24: 29 cut or sold outQ4 24Q1 25: 53 bought or addedQ1 25: 29 cut or sold outQ2 25: 36 bought or addedQ2 25: 50 cut or sold outQ2 25Q3 25: 39 bought or addedQ3 25: 39 cut or sold outQ4 25: 34 bought or addedQ4 25: 37 cut or sold outQ4 25Q1 26: 32 bought or addedQ1 26: 44 cut or sold outQ2 26: 37 bought or addedQ2 26: 30 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244019
Q4 20243629
Q1 20255329
Q2 20253650
Q3 20253939
Q4 20253437
Q1 20263244
Q2 20263730

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600k$800kQ3 25 calls: $420.4kQ3 25 puts: $618.8kQ3 25P/C 1.47Q4 25 calls: $120.7kQ4 25 puts: $490.4kQ4 25P/C 4.06Q1 26 calls: $479.8kQ1 26 puts: $282.1kQ1 26P/C 0.59Q2 26 calls: $307.3kQ2 26 puts: $220.9kQ2 26P/C 0.72
Numbers
QuarterCallsPutsP/C
Q3 2025$420.4k$618.8k1.47
Q4 2025$120.7k$490.4k4.06
Q1 2026$479.8k$282.1k0.59
Q2 2026$307.3k$220.9k0.72

Biggest buyers

FIL Ltd Added +3,470,840+3.5m
Polunin Capital Partners Ltd New +2,958,145+3.0m
PRINCIPAL FINANCIAL GROUP INC Added +798,038+798.0k
ACADIAN ASSET MANAGEMENT LLC Added +675,460+675.5k
UBS Group AG Added +276,136+276.1k
Hennion & Walsh Asset Management, Inc. New +207,430+207.4k
California Public Employees Retirement System Added +170,655+170.7k
MACKENZIE FINANCIAL CORP Added +162,249+162.2k
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO Added +142,440+142.4k
DIMENSIONAL FUND ADVISORS LP Added +127,636+127.6k

Biggest sellers

Nuveen, LLC Reduced -3,592,969-3.6m
VANGUARD CAPITAL MANAGEMENT LLC Reduced -1,062,144-1.1m
D. E. Shaw & Co., Inc. Reduced -592,272-592.3k
CITADEL ADVISORS LLC Sold out -506,161-506.2k
MORGAN STANLEY Reduced -368,654-368.7k
VANGUARD FIDUCIARY TRUST CO Reduced -309,932-309.9k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Reduced -157,316-157.3k
BNP PARIBAS FINANCIAL MARKETS Reduced -60,255-60.3k
AXQ CAPITAL, LP Sold out -35,762-35.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -31,141-31.1k

Biggest calls

GROUP ONE TRADING LLC Added $104.4k59.3k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $100.0k56.8k shares
SIMPLEX TRADING, LLC Added $78.1k44.4k shares
IMC-Chicago, LLC Added $24.8k14.1k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $113.2k64.3k shares
CITADEL ADVISORS LLC Added $56.8k32.3k shares
IMC-Chicago, LLC Added $39.4k22.4k shares
SIMPLEX TRADING, LLC Added $8.4k4.8k shares
GROUP ONE TRADING LLC New $3.0k1.7k 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.

HolderStakeChangeShares Last filed
wang xueji 13G · exempt (held before listing) filed 2025-05-13 20.4% 118.7m 2025-05-13
New Enterprise Associates 14, L.P. 13G · exempt (held before listing) filed 2025-02-14 7.4% 39.5m 2025-02-14

Insider purchases and sales since 1 Apr 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 since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Anchor @ 65 Pte. Ltd. 37.05% of their portfolio SINGAPORE, U0 74,626,90074.6m $131.3m $131.3m 37.05% Unchanged
2 FIL Ltd 0.02% of their portfolio HAMILTON, D0 14,760,33714.8m $26.0m $26.0m 0.02% Added +3.5m +3,470,840
3 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 10,653,85610.7m $18.8m $18.8m 0.00% Reduced -1.1m -1,062,144
4 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 9,578,1819.6m $16.9m $16.9m 0.01% Added +798.0k +798,038
5 BlackRock, Inc. 0.00% of their portfolio New York, NY 6,128,7126.1m $10.8m $10.8m 0.00% Added +7.8k +7,819
6 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 3,846,2023.8m $6.8m $6.8m 0.01% Unchanged
7 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 3,240,7403.2m $5.7m $5.7m 0.00% Reduced -157.3k -157,316
8 ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio Boston, MA 2,998,6323.0m $5.3m $5.3m 0.01% Added +675.5k +675,460
9 Polunin Capital Partners Ltd 1.34% of their portfolio LONDON, X0 2,958,1453.0m $5.4m $5.4m 1.34% New
10 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 2,753,8372.8m $4.8m $4.8m 0.00% Reduced -309.9k -309,932
11 Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio VANCOUVER, A1 2,341,5962.3m $4.1m $4.1m 0.01% Reduced -5.9k -5,875
12 HHLR ADVISORS, LTD. 0.33% of their portfolio GRAND CAYMAN, E9 1,564,4001.6m $2.8m $2.8m 0.33% Unchanged
13 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,483,3271.5m $2.6m $2.6m 0.00% Reduced -8.1k -8,103
14 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 1,467,6531.5m $2.6m $2.6m 0.00% Reduced -592.3k -592,272
15 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 1,295,6641.3m $2.3m $2.3m 0.00% Reduced -3.6m -3,592,969
16 Triata Capital Ltd 0.34% of their portfolio HONG KONG, K3 1,145,3711.1m $2.0m $2.0m 0.34% Unchanged
17 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 1,038,4781.0m $1.8m $1.8m 0.00% Added +81.6k +81,573
18 MACKENZIE FINANCIAL CORP 0.00% of their portfolio TORONTO ONTARIO, A6 877,076877.1k $1.5m $1.5m 0.00% Added +162.2k +162,249
19 UBS Group AG 0.00% of their portfolio ZURICH, V8 507,896507.9k $893.9k $893.9k 0.00% Added +276.1k +276,136
20 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 502,494502.5k $884.4k $884.4k 0.00% Reduced -3.0k -3,038
21 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 483,095483.1k $850.2k $850.2k 0.00% Added +142.4k +142,440
22 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 436,843436.8k $768.8k $768.8k 0.00% Added +20.6k +20,609
23 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 415,172415.2k $730.7k $730.7k 0.00% Reduced -368.7k -368,654
24 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 386,215386.2k $679.7k $679.7k 0.00% Reduced -7.8k -7,754
25 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 337,653337.7k $594.3k $594.3k 0.00% Added +127.6k +127,636
26 California Public Employees Retirement System 0.00% of their portfolio Sacramento, CA 317,236317.2k $558.3k $558.3k 0.00% Added +170.7k +170,655
27 Jain Global LLC 0.01% of their portfolio NEW YORK, NY 268,669268.7k $472.9k $472.9k 0.01% Added +119.0k +119,010
28 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 238,700238.7k $420.1k $420.1k 0.00% Added +26.0k +26,000
29 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 229,032229.0k $403.1k $403.1k 0.00% Added +5.9k +5,904
30 Pictet Asset Management Holding SA 0.00% of their portfolio CAROUGE, V8 228,418228.4k $402.0k $402.0k 0.00% Added +88.2k +88,235
31 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 226,056226.1k $397.9k $397.9k 0.00% Reduced -60.3k -60,255
32 Hennion & Walsh Asset Management, Inc. 0.01% of their portfolio Parsippany, NJ 207,430207.4k $365.1k $365.1k 0.01% New
33 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 203,296203.3k $357.8k $357.8k 0.00% Added +45.7k +45,659
34 Oasis Management Co Ltd. 0.04% of their portfolio GRAND CAYMAN, E9 196,841196.8k $346.4k $346.4k 0.04% Unchanged
35 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 191,359191.4k $336.8k $336.8k 0.00% Added +106.0k +105,966
36 Krane Funds Advisors LLC 0.01% of their portfolio NEW YORK, NY 185,757185.8k $326.9k $326.9k 0.01% Added +9.5k +9,528
37 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 168,360168.4k $296.3k $296.3k 0.00% Unchanged
38 Themes Management Co LLC 0.18% of their portfolio GREENWICH, CT 155,135155.1k $273.0k $273.0k 0.18% Added +29.5k +29,520
39 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 152,966153.0k $269.2k $269.2k 0.00% Unchanged
40 Fideuram Asset Management (Ireland) dac 0.00% of their portfolio DUBLIN 1, L2 123,042123.0k $245.5k $245.5k 0.00% New
41 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 107,095107.1k $188.5k $188.5k 0.00% Added +35.1k +35,094
42 VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio London, EC4N 8AF, X0 104,621104.6k $184.1k $184.1k 0.00% Unchanged
43 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 101,845101.8k $179.2k $179.2k 0.00% New
44 Legal & General Group Plc 0.00% of their portfolio London, X0 95,10095.1k $167.4k $167.4k 0.00% Unchanged
45 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 66,19566.2k $116.5k $116.5k 0.00% Added +47.6k +47,649
46 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 62,36162.4k $110.7k $110.7k 0.00% Reduced -18.3k -18,292
47 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 39,48639.5k $69.5k $69.5k 0.00% New
48 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 39,12539.1k $90.4k $90.4k 0.00% Unchanged
49 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 38,22938.2k $67.0k $67.0k 0.00% Reduced -17.1k -17,071
50 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 36,75936.8k $64.7k $64.7k 0.00% New
51 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 24,57824.6k $43.3k $43.3k 0.00% Reduced -4.3k -4,308
52 SmartHarvest Portfolios, LLC 0.01% of their portfolio SEATTLE, WA 24,40724.4k $43.0k $43.0k 0.01% Reduced -3.3k -3,346
53 Caitong International Asset Management Co., Ltd 0.01% of their portfolio HONG KONG, K3 21,56521.6k $38.0k $38.0k 0.01% Added +7.0k +7,016
54 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 20,44320.4k $36.0k $36.0k 0.00% Added +6.9k +6,906
55 Y-Intercept (Hong Kong) Ltd 0.00% of their portfolio HONG KONG, K3 19,64819.6k $34.6k $34.6k 0.00% New
56 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 17,89417.9k $31.5k $31.5k 0.00% New
57 PROFUND ADVISORS LLC 0.00% of their portfolio BETHESDA, MD 14,02514.0k $24.7k $24.7k 0.00% New
58 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 11,30011.3k $19.9k $19.9k 0.00% New
59 Paladin Partners, LLC 0.01% of their portfolio HARTLAND, WI 10,00010.0k $17.6k $17.6k 0.01% Unchanged
60 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 5,8045.8k $10.2k $10.2k 0.00% Reduced -308 -308
61 Hilton Head Capital Partners, LLC 0.00% of their portfolio HILTON HEAD ISLAND, SC 2,9823.0k $5.2k $5.2k 0.00% Added +76 +76
62 JNBA Financial Advisors 0.00% of their portfolio BLOOMINGTON, MN 2,2722.3k $4.0k $4.0k 0.00% Unchanged
63 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,0522.1k $4.0k $4.0k 0.00% Added +618 +618
64 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,4381.4k $2.6k $2.6k 0.00% New
65 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 915915 $1.6k $1.6k 0.00% Unchanged
66 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 2424 $42 $42 0.00% New
67 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 44 $8 $8 0.00% Reduced -193 -193
68 Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio ZURICH, V8 11 $2 $2 0.00% Unchanged