Vault-13

YALLA GROUP LTD YALA

ADS · ADR · CUSIP 98459U103 · ISIN US98459U1034

71 institutional holders -6 vs Q1 2026
19,012,63519.0m shares reported held*
$104.3mreported value*
12 new 24 added 24 reduced 17 sold out net sold ≈ $5.4m (-984.4k 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 ($967.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $5.49. Options: 2 managers hold calls ($125.2k notional), 4 hold puts ($2.0m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 35Q4 22: 32Q1 23: 30Q2 23: 29Q3 23: 41Q4 23: 60Q1 24: 54Q2 24: 57Q3 24: 55Q4 24: 59Q1 25: 59Q2 25: 63Q3 25: 73Q4 25: 79Q1 26: 77Q2 26: 7171Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202235
Q4 202232
Q1 202330
Q2 202329
Q3 202341
Q4 202360
Q1 202454
Q2 202457
Q3 202455
Q4 202459
Q1 202559
Q2 202563
Q3 202573
Q4 202579
Q1 202677
Q2 202671

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 24: 25 bought or addedQ3 24: 23 cut or sold outQ4 24: 27 bought or addedQ4 24: 18 cut or sold outQ4 24Q1 25: 27 bought or addedQ1 25: 30 cut or sold outQ2 25: 38 bought or addedQ2 25: 28 cut or sold outQ2 25Q3 25: 47 bought or addedQ3 25: 28 cut or sold outQ4 25: 41 bought or addedQ4 25: 35 cut or sold outQ4 25Q1 26: 35 bought or addedQ1 26: 41 cut or sold outQ2 26: 36 bought or addedQ2 26: 41 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242523
Q4 20242718
Q1 20252730
Q2 20253828
Q3 20254728
Q4 20254135
Q1 20263541
Q2 20263641

Calls vs puts

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

CallsPuts
$0$1m$2m$3mQ3 25 calls: $769.5kQ3 25 puts: $200.3kQ3 25P/C 0.26Q4 25 calls: $217.2kQ4 25 puts: $162.4kQ4 25P/C 0.75Q1 26 calls: $276.0kQ1 26 puts: $290.9kQ1 26P/C 1.05Q2 26 calls: $125.2kQ2 26 puts: $2.0mQ2 26P/C 16.29
Numbers
QuarterCallsPutsP/C
Q3 2025$769.5k$200.3k0.26
Q4 2025$217.2k$162.4k0.75
Q1 2026$276.0k$290.9k1.05
Q2 2026$125.2k$2.0m16.29

Biggest buyers

FIL Ltd Added +343,463+343.5k
SEIZERT CAPITAL PARTNERS, LLC Added +331,735+331.7k
CREDIT AGRICOLE S A New +120,000+120.0k
E Fund Management (Hong Kong) Co., Ltd. New +96,323+96.3k
E Fund Management Co., Ltd. New +96,323+96.3k
JANE STREET GROUP, LLC Added +94,765+94.8k
FMR LLC Added +76,095+76.1k
GOLDMAN SACHS GROUP INC Added +68,854+68.9k
MANGROVE PARTNERS IM, LLC New +66,540+66.5k
NEW YORK STATE COMMON RETIREMENT FUND Added +55,982+56.0k

Biggest sellers

BARCLAYS PLC Reduced -905,132-905.1k
STATE STREET CORP Reduced -605,490-605.5k
Robeco Institutional Asset Management B.V. Reduced -225,631-225.6k
Qube Research & Technologies Ltd Reduced -150,880-150.9k
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Sold out -119,400-119.4k
Ariose Capital Management Ltd Sold out -109,934-109.9k
BNP PARIBAS FINANCIAL MARKETS Reduced -72,934-72.9k
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS Sold out -68,696-68.7k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Reduced -65,253-65.3k
Vident Advisory, LLC Reduced -48,058-48.1k

Biggest calls

SIMPLEX TRADING, LLC Added $121.3k22.1k shares
GROUP ONE TRADING LLC Reduced $3.8k700 shares

Biggest puts

CITADEL ADVISORS LLC New $931.7k169.7k shares
JANE STREET GROUP, LLC New $606.6k110.5k shares
GROUP ONE TRADING LLC Added $463.9k84.5k shares
SIMPLEX TRADING, LLC Added $37.3k6.8k 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
Yang Tao 13G · exempt (held before listing) +1.1 pts · filed 2026-08-14 43.2% +1.1 pts 67.1m 2026-08-14
AREO HOLDINGS LTD 13G · exempt (held before listing) -0.9 pts · filed 2025-08-06 19.2% -0.9 pts 25.8m 2025-08-06
Xu Jianfeng 13G · exempt (held before listing) filed 2026-08-14 8.7% 11.1m 2026-08-14

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 ACADIAN ASSET MANAGEMENT LLC 0.03% of their portfolio Boston, MA 4,246,2024.2m $23.3m $23.3m 0.03% Added +32.4k +32,393
2 FIL Ltd 0.02% of their portfolio HAMILTON, D0 3,904,5443.9m $21.4m $21.4m 0.02% Added +343.5k +343,463
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 2,000,0002.0m $11.0m $11.0m 0.01% Unchanged
4 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 1,235,6881.2m $6.8m $6.8m 0.00% Reduced -65.3k -65,253
5 SEIZERT CAPITAL PARTNERS, LLC 0.24% of their portfolio BIRMINGHAM, MI 1,069,9791.1m $5.9m $5.9m 0.24% Added +331.7k +331,735
6 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 836,350836.4k $4.6m $4.6m 0.00% Reduced -605.5k -605,490
7 Robeco Institutional Asset Management B.V. 0.01% of their portfolio ROTTERDAM, P7 741,758741.8k $4.1m $4.1m 0.01% Reduced -225.6k -225,631
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 722,060722.1k $4.0m $4.0m 0.00% Reduced -11.8k -11,820
9 THOMPSON SIEGEL & WALMSLEY LLC 0.06% of their portfolio RICHMOND, VA 573,840573.8k $3.1m $3.1m 0.06% Added +46.9k +46,940
10 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 566,500566.5k $3.1m $3.1m 0.00% Reduced -72.9k -72,934
11 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 334,500334.5k $1.8m $1.8m 0.00% Reduced -43.0k -43,000
12 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 295,783295.8k $1.6m $1.6m 0.00% Reduced -905.1k -905,132
13 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 237,641237.6k $1.3m $1.3m 0.00% Added +56.0k +55,982
14 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 183,803183.8k $1.0m $1.0m 0.00% Reduced -150.9k -150,880
15 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 164,844164.8k $905.0k $905.0k 0.00% Reduced -5.8k -5,850
16 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 158,606158.6k $891.4k $891.4k 0.00% Added +53.3k +53,272
17 FMR LLC 0.00% of their portfolio BOSTON, MA 152,077152.1k $834.9k $834.9k 0.00% Added +76.1k +76,095
18 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 145,471145.5k $798.6k $798.6k 0.00% Reduced -15.8k -15,750
19 UBS Group AG 0.00% of their portfolio ZURICH, V8 137,226137.2k $753.4k $753.4k 0.00% Added +49.3k +49,339
20 CREDIT AGRICOLE S A 0.00% of their portfolio Montrouge Cedex, I0 120,000120.0k $658.8k $658.8k 0.00% New
21 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 113,813113.8k $624.8k $624.8k 0.00% Added +94.8k +94,765
22 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 104,949104.9k $576.2k $576.2k 0.01% Added +2.3k +2,331
23 Campbell & CO Investment Adviser LLC 0.03% of their portfolio BALTIMORE, MD 100,680100.7k $552.7k $552.7k 0.03% Added +55.2k +55,176
24 E Fund Management (Hong Kong) Co., Ltd. 0.18% of their portfolio CENTRAL, K3 96,32396.3k $528.8k $528.8k 0.18% New
25 E Fund Management Co., Ltd. 0.01% of their portfolio GUANGZHOU, F4 96,32396.3k $528.8k $528.8k 0.01% New
26 Vident Advisory, LLC 0.00% of their portfolio Alpharetta, GA 95,74295.7k $525.6k $525.6k 0.00% Reduced -48.1k -48,058
27 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 83,80083.8k $460.1k $460.1k 0.00% Added +68.9k +68,854
28 DIVERSIFIED TRUST CO 0.01% of their portfolio MEMPHIS, TN 81,24281.2k $446.0k $446.0k 0.01% Added +25.3k +25,318
29 MANGROVE PARTNERS IM, LLC 0.02% of their portfolio Greenwich, CT 66,54066.5k $365.3k $365.3k 0.02% New
30 Employees Retirement System of Texas 0.00% of their portfolio AUSTIN, TX 63,75163.8k $350.0k $350.0k 0.00% Unchanged
31 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 45,16645.2k $248.0k $248.0k 0.00% Added +94 +94
32 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 43,65243.7k $239.6k $239.6k 0.00% Reduced -27.3k -27,311
33 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 42,46442.5k $233.1k $233.1k 0.00% Added +7.2k +7,150
34 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 40,81840.8k $224.0k $224.0k 0.00% New
35 Ariadne Wealth Management, LP 0.07% of their portfolio SANTA BARBARA, CA 30,70930.7k $168.6k $168.6k 0.07% Reduced -153 -153
36 GROUP ONE TRADING LLC 0.00% of their portfolio CHICAGO, IL 29,17829.2k $160.2k $160.2k 0.00% New
37 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 26,01726.0k $142.8k $142.8k 0.00% Added +320 +320
38 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 22,31022.3k $122.5k $122.5k 0.00% Added +82 +82
39 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 19,33819.3k $106.2k $106.2k 0.00% Added +9.9k +9,935
40 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 18,89218.9k $103.7k $103.7k 0.00% Reduced -5.4k -5,392
41 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 16,47816.5k $99.5k $99.5k 0.00% Added +4.3k +4,310
42 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 15,45115.5k $84.8k $84.8k 0.00% Unchanged
43 Advisors Preferred, LLC 0.01% of their portfolio ROCKVILLE, MD 15,29615.3k $83.8k $83.8k 0.01% New
44 QRG CAPITAL MANAGEMENT, INC. 0.00% of their portfolio BERWYN, PA 13,22313.2k $72.6k $72.6k 0.00% Reduced -9.6k -9,591
45 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 10,83610.8k $59.5k $59.5k 0.00% Reduced -53 -53
46 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 10,59510.6k $58.2k $58.2k 0.00% Reduced -21.6k -21,626
47 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 10,48610.5k $57.6k $57.6k 0.00% Reduced -136 -136
48 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 7,4497.4k $40.9k $40.9k 0.00% Reduced -155 -155
49 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 6,9647.0k $38.2k $38.2k 0.00% Reduced -28.2k -28,173
50 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 6,9216.9k $38.0k $38.0k 0.00% Reduced -308 -308
51 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 6,7376.7k $37.0k $37.0k 0.00% Added +677 +677
52 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 4,2514.3k $23.3k $23.3k 0.00% Reduced -6.0k -5,951
53 WealthCollab, LLC 0.01% of their portfolio BELLEVUE, WA 3,7573.8k $20.6k $20.6k 0.01% Added +2.1k +2,079
54 Leonteq Securities AG 0.00% of their portfolio ZURICH, V8 2,9002.9k $15.9k $15.9k 0.00% Unchanged
55 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 2,0292.0k $11.1k $11.1k 0.00% Added +29 +29
56 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 1,1451.1k $6.4k $6.4k 0.00% Unchanged
57 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 376376 $2.1k $2.1k 0.00% New
58 Quarry LP 0.00% of their portfolio NEW YORK, NY 356356 $2.0k $2.0k 0.00% New
59 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 297297 $1.6k $1.6k 0.00% Added +2 +2
60 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 278278 $1.6k $1.6k 0.00% Reduced -5.3k -5,287
61 Silver Grove Financial Group, Inc. 0.00% of their portfolio ORCHARD PARK, NY 248248 $1.4k $1.4k 0.00% New
62 Bell Investment Advisors, Inc 0.00% of their portfolio ORINDA, CA 140140 $769 $769 0.00% Unchanged
63 Rossby Financial, LCC 0.00% of their portfolio MELBOURNE, FL 121121 $664 $664 0.00% Unchanged
64 BlackRock, Inc. 0.00% of their portfolio New York, NY 120120 $659 $659 0.00% Reduced -245 -245
65 Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio ZURICH, V8 4848 $264 $264 0.00% Unchanged
66 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 2626 $143 $143 0.00% Unchanged
67 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 88 $44 $44 0.00% Added +7 +7
68 SALEM INVESTMENT COUNSELORS INC 0.00% of their portfolio WINSTON-SALEM, NC 55 $28 $28 0.00% Unchanged
69 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 55 $27 $27 0.00% New
70 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 11 $5 $5 0.00% New
71 NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio TOKYO, M0 00 $0 $0 0.00% Unchanged