TUYA INC TUYA
SPONSERED ADS · ADR · CUSIP 90114C107 · ISIN US90114C1071
- SectorTechnology
- IndustryServices-Prepackaged Software
- 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 ($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
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 43 |
| Q4 2022 | 53 |
| Q1 2023 | 47 |
| Q2 2023 | 50 |
| Q3 2023 | 45 |
| Q4 2023 | 60 |
| Q1 2024 | 59 |
| Q2 2024 | 61 |
| Q3 2024 | 67 |
| Q4 2024 | 67 |
| Q1 2025 | 86 |
| Q2 2025 | 76 |
| Q3 2025 | 74 |
| Q4 2025 | 76 |
| Q1 2026 | 70 |
| Q2 2026 | 68 |
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 2024 | 40 | 19 |
| Q4 2024 | 36 | 29 |
| Q1 2025 | 53 | 29 |
| Q2 2025 | 36 | 50 |
| Q3 2025 | 39 | 39 |
| Q4 2025 | 34 | 37 |
| Q1 2026 | 32 | 44 |
| Q2 2026 | 37 | 30 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $420.4k | $618.8k | 1.47 |
| Q4 2025 | $120.7k | $490.4k | 4.06 |
| Q1 2026 | $479.8k | $282.1k | 0.59 |
| Q2 2026 | $307.3k | $220.9k | 0.72 |
Biggest buyers
| FIL Ltd | Added | +3.5m |
| Polunin Capital Partners Ltd | New | +3.0m |
| PRINCIPAL FINANCIAL GROUP INC | Added | +798.0k |
| ACADIAN ASSET MANAGEMENT LLC | Added | +675.5k |
| UBS Group AG | Added | +276.1k |
| Hennion & Walsh Asset Management, Inc. | New | +207.4k |
| California Public Employees Retirement System | Added | +170.7k |
| MACKENZIE FINANCIAL CORP | Added | +162.2k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | Added | +142.4k |
| DIMENSIONAL FUND ADVISORS LP | Added | +127.6k |
Biggest sellers
| Nuveen, LLC | Reduced | -3.6m |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | -1.1m |
| D. E. Shaw & Co., Inc. | Reduced | -592.3k |
| CITADEL ADVISORS LLC | Sold out | -506.2k |
| MORGAN STANLEY | Reduced | -368.7k |
| VANGUARD FIDUCIARY TRUST CO | Reduced | -309.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -157.3k |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -60.3k |
| AXQ CAPITAL, LP | Sold out | -35.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold out | -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.
| Holder | Stake |
|---|---|
| wang xueji 13G · exempt (held before listing) filed 2025-05-13 | 20.4% |
| New Enterprise Associates 14, L.P. 13G · exempt (held before listing) filed 2025-02-14 | 7.4% |
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
| Manager | Shares | Change |
|---|---|---|
| Anchor @ 65 Pte. Ltd. 37.05% of their portfolio | 74.6m $131.3m | Unchanged |
| FIL Ltd 0.02% of their portfolio | 14.8m $26.0m | Added +3.5m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 10.7m $18.8m | Reduced -1.1m |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 9.6m $16.9m | Added +798.0k |
| BlackRock, Inc. 0.00% of their portfolio | 6.1m $10.8m | Added +7.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 3.8m $6.8m | Unchanged |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 3.2m $5.7m | Reduced -157.3k |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 3.0m $5.3m | Added +675.5k |
| Polunin Capital Partners Ltd 1.34% of their portfolio | 3.0m $5.4m | New |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 2.8m $4.8m | Reduced -309.9k |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 2.3m $4.1m | Reduced -5.9k |
| HHLR ADVISORS, LTD. 0.33% of their portfolio | 1.6m $2.8m | Unchanged |
| STATE STREET CORP 0.00% of their portfolio | 1.5m $2.6m | Reduced -8.1k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 1.5m $2.6m | Reduced -592.3k |
| Nuveen, LLC 0.00% of their portfolio | 1.3m $2.3m | Reduced -3.6m |
| Triata Capital Ltd 0.34% of their portfolio | 1.1m $2.0m | Unchanged |
| MARSHALL WACE, LLP 0.00% of their portfolio | 1.0m $1.8m | Added +81.6k |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 877.1k $1.5m | Added +162.2k |
| UBS Group AG 0.00% of their portfolio | 507.9k $893.9k | Added +276.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 502.5k $884.4k | Reduced -3.0k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 483.1k $850.2k | Added +142.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 436.8k $768.8k | Added +20.6k |
| MORGAN STANLEY 0.00% of their portfolio | 415.2k $730.7k | Reduced -368.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 386.2k $679.7k | Reduced -7.8k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 337.7k $594.3k | Added +127.6k |
| California Public Employees Retirement System 0.00% of their portfolio | 317.2k $558.3k | Added +170.7k |
| Jain Global LLC 0.01% of their portfolio | 268.7k $472.9k | Added +119.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 238.7k $420.1k | Added +26.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 229.0k $403.1k | Added +5.9k |
| Pictet Asset Management Holding SA 0.00% of their portfolio | 228.4k $402.0k | Added +88.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 226.1k $397.9k | Reduced -60.3k |
| Hennion & Walsh Asset Management, Inc. 0.01% of their portfolio | 207.4k $365.1k | New |
| Invesco Ltd. 0.00% of their portfolio | 203.3k $357.8k | Added +45.7k |
| Oasis Management Co Ltd. 0.04% of their portfolio | 196.8k $346.4k | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 191.4k $336.8k | Added +106.0k |
| Krane Funds Advisors LLC 0.01% of their portfolio | 185.8k $326.9k | Added +9.5k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 168.4k $296.3k | Unchanged |
| Themes Management Co LLC 0.18% of their portfolio | 155.1k $273.0k | Added +29.5k |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 153.0k $269.2k | Unchanged |
| Fideuram Asset Management (Ireland) dac 0.00% of their portfolio | 123.0k $245.5k | New |
| CITIGROUP INC 0.00% of their portfolio | 107.1k $188.5k | Added +35.1k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 104.6k $184.1k | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 101.8k $179.2k | New |
| Legal & General Group Plc 0.00% of their portfolio | 95.1k $167.4k | Unchanged |
| SEI INVESTMENTS CO 0.00% of their portfolio | 66.2k $116.5k | Added +47.6k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 62.4k $110.7k | Reduced -18.3k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 39.5k $69.5k | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 39.1k $90.4k | Unchanged |
| SG Americas Securities, LLC 0.00% of their portfolio | 38.2k $67.0k | Reduced -17.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 36.8k $64.7k | New |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 24.6k $43.3k | Reduced -4.3k |
| SmartHarvest Portfolios, LLC 0.01% of their portfolio | 24.4k $43.0k | Reduced -3.3k |
| Caitong International Asset Management Co., Ltd 0.01% of their portfolio | 21.6k $38.0k | Added +7.0k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 20.4k $36.0k | Added +6.9k |
| Y-Intercept (Hong Kong) Ltd 0.00% of their portfolio | 19.6k $34.6k | New |
| XTX Topco Ltd 0.00% of their portfolio | 17.9k $31.5k | New |
| PROFUND ADVISORS LLC 0.00% of their portfolio | 14.0k $24.7k | New |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 11.3k $19.9k | New |
| Paladin Partners, LLC 0.01% of their portfolio | 10.0k $17.6k | Unchanged |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 5.8k $10.2k | Reduced -308 |
| Hilton Head Capital Partners, LLC 0.00% of their portfolio | 3.0k $5.2k | Added +76 |
| JNBA Financial Advisors 0.00% of their portfolio | 2.3k $4.0k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 2.1k $4.0k | Added +618 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.4k $2.6k | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 915 $1.6k | Unchanged |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 24 $42 | New |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 4 $8 | Reduced -193 |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 1 $2 | Unchanged |