YALLA GROUP LTD YALA
ADS · ADR · CUSIP 98459U103 · ISIN US98459U1034
- SectorTechnology
- IndustryServices-Computer Programming, Data Processing, Etc.
- 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 ($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
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 35 |
| Q4 2022 | 32 |
| Q1 2023 | 30 |
| Q2 2023 | 29 |
| Q3 2023 | 41 |
| Q4 2023 | 60 |
| Q1 2024 | 54 |
| Q2 2024 | 57 |
| Q3 2024 | 55 |
| Q4 2024 | 59 |
| Q1 2025 | 59 |
| Q2 2025 | 63 |
| Q3 2025 | 73 |
| Q4 2025 | 79 |
| Q1 2026 | 77 |
| Q2 2026 | 71 |
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 | 25 | 23 |
| Q4 2024 | 27 | 18 |
| Q1 2025 | 27 | 30 |
| Q2 2025 | 38 | 28 |
| Q3 2025 | 47 | 28 |
| Q4 2025 | 41 | 35 |
| Q1 2026 | 35 | 41 |
| Q2 2026 | 36 | 41 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $769.5k | $200.3k | 0.26 |
| Q4 2025 | $217.2k | $162.4k | 0.75 |
| Q1 2026 | $276.0k | $290.9k | 1.05 |
| Q2 2026 | $125.2k | $2.0m | 16.29 |
Biggest buyers
| FIL Ltd | Added | +343.5k |
| SEIZERT CAPITAL PARTNERS, LLC | Added | +331.7k |
| CREDIT AGRICOLE S A | New | +120.0k |
| E Fund Management (Hong Kong) Co., Ltd. | New | +96.3k |
| E Fund Management Co., Ltd. | New | +96.3k |
| JANE STREET GROUP, LLC | Added | +94.8k |
| FMR LLC | Added | +76.1k |
| GOLDMAN SACHS GROUP INC | Added | +68.9k |
| MANGROVE PARTNERS IM, LLC | New | +66.5k |
| NEW YORK STATE COMMON RETIREMENT FUND | Added | +56.0k |
Biggest sellers
| BARCLAYS PLC | Reduced | -905.1k |
| STATE STREET CORP | Reduced | -605.5k |
| Robeco Institutional Asset Management B.V. | Reduced | -225.6k |
| Qube Research & Technologies Ltd | Reduced | -150.9k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Sold out | -119.4k |
| Ariose Capital Management Ltd | Sold out | -109.9k |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -72.9k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | Sold out | -68.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -65.3k |
| Vident Advisory, LLC | Reduced | -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.
| Holder | Stake |
|---|---|
| Yang Tao 13G · exempt (held before listing) +1.1 pts · filed 2026-08-14 | 43.2% |
| AREO HOLDINGS LTD 13G · exempt (held before listing) -0.9 pts · filed 2025-08-06 | 19.2% |
| Xu Jianfeng 13G · exempt (held before listing) filed 2026-08-14 | 8.7% |
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 |
|---|---|---|
| ACADIAN ASSET MANAGEMENT LLC 0.03% of their portfolio | 4.2m $23.3m | Added +32.4k |
| FIL Ltd 0.02% of their portfolio | 3.9m $21.4m | Added +343.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 2.0m $11.0m | Unchanged |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 1.2m $6.8m | Reduced -65.3k |
| SEIZERT CAPITAL PARTNERS, LLC 0.24% of their portfolio | 1.1m $5.9m | Added +331.7k |
| STATE STREET CORP 0.00% of their portfolio | 836.4k $4.6m | Reduced -605.5k |
| Robeco Institutional Asset Management B.V. 0.01% of their portfolio | 741.8k $4.1m | Reduced -225.6k |
| MORGAN STANLEY 0.00% of their portfolio | 722.1k $4.0m | Reduced -11.8k |
| THOMPSON SIEGEL & WALMSLEY LLC 0.06% of their portfolio | 573.8k $3.1m | Added +46.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 566.5k $3.1m | Reduced -72.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 334.5k $1.8m | Reduced -43.0k |
| BARCLAYS PLC 0.00% of their portfolio | 295.8k $1.6m | Reduced -905.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 237.6k $1.3m | Added +56.0k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 183.8k $1.0m | Reduced -150.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 164.8k $905.0k | Reduced -5.8k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 158.6k $891.4k | Added +53.3k |
| FMR LLC 0.00% of their portfolio | 152.1k $834.9k | Added +76.1k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 145.5k $798.6k | Reduced -15.8k |
| UBS Group AG 0.00% of their portfolio | 137.2k $753.4k | Added +49.3k |
| CREDIT AGRICOLE S A 0.00% of their portfolio | 120.0k $658.8k | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 113.8k $624.8k | Added +94.8k |
| XTX Topco Ltd 0.01% of their portfolio | 104.9k $576.2k | Added +2.3k |
| Campbell & CO Investment Adviser LLC 0.03% of their portfolio | 100.7k $552.7k | Added +55.2k |
| E Fund Management (Hong Kong) Co., Ltd. 0.18% of their portfolio | 96.3k $528.8k | New |
| E Fund Management Co., Ltd. 0.01% of their portfolio | 96.3k $528.8k | New |
| Vident Advisory, LLC 0.00% of their portfolio | 95.7k $525.6k | Reduced -48.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 83.8k $460.1k | Added +68.9k |
| DIVERSIFIED TRUST CO 0.01% of their portfolio | 81.2k $446.0k | Added +25.3k |
| MANGROVE PARTNERS IM, LLC 0.02% of their portfolio | 66.5k $365.3k | New |
| Employees Retirement System of Texas 0.00% of their portfolio | 63.8k $350.0k | Unchanged |
| Atria Investments, Inc 0.00% of their portfolio | 45.2k $248.0k | Added +94 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 43.7k $239.6k | Reduced -27.3k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 42.5k $233.1k | Added +7.2k |
| HRT FINANCIAL LP 0.00% of their portfolio | 40.8k $224.0k | New |
| Ariadne Wealth Management, LP 0.07% of their portfolio | 30.7k $168.6k | Reduced -153 |
| GROUP ONE TRADING LLC 0.00% of their portfolio | 29.2k $160.2k | New |
| Ashton Thomas Private Wealth, LLC 0.00% of their portfolio | 26.0k $142.8k | Added +320 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 22.3k $122.5k | Added +82 |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 19.3k $106.2k | Added +9.9k |
| GAMMA Investing LLC 0.00% of their portfolio | 18.9k $103.7k | Reduced -5.4k |
| Savant Capital, LLC 0.00% of their portfolio | 16.5k $99.5k | Added +4.3k |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 15.5k $84.8k | Unchanged |
| Advisors Preferred, LLC 0.01% of their portfolio | 15.3k $83.8k | New |
| QRG CAPITAL MANAGEMENT, INC. 0.00% of their portfolio | 13.2k $72.6k | Reduced -9.6k |
| HighTower Advisors, LLC 0.00% of their portfolio | 10.8k $59.5k | Reduced -53 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 10.6k $58.2k | Reduced -21.6k |
| Cresset Asset Management, LLC 0.00% of their portfolio | 10.5k $57.6k | Reduced -136 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 7.4k $40.9k | Reduced -155 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 7.0k $38.2k | Reduced -28.2k |
| Blue Trust, Inc. 0.00% of their portfolio | 6.9k $38.0k | Reduced -308 |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 6.7k $37.0k | Added +677 |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 4.3k $23.3k | Reduced -6.0k |
| WealthCollab, LLC 0.01% of their portfolio | 3.8k $20.6k | Added +2.1k |
| Leonteq Securities AG 0.00% of their portfolio | 2.9k $15.9k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 2.0k $11.1k | Added +29 |
| Smartleaf Asset Management LLC 0.00% of their portfolio | 1.1k $6.4k | Unchanged |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 376 $2.1k | New |
| Quarry LP 0.00% of their portfolio | 356 $2.0k | New |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 297 $1.6k | Added +2 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 278 $1.6k | Reduced -5.3k |
| Silver Grove Financial Group, Inc. 0.00% of their portfolio | 248 $1.4k | New |
| Bell Investment Advisors, Inc 0.00% of their portfolio | 140 $769 | Unchanged |
| Rossby Financial, LCC 0.00% of their portfolio | 121 $664 | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 120 $659 | Reduced -245 |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 48 $264 | Unchanged |
| ASSETMARK, INC 0.00% of their portfolio | 26 $143 | Unchanged |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 8 $44 | Added +7 |
| SALEM INVESTMENT COUNSELORS INC 0.00% of their portfolio | 5 $28 | Unchanged |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 5 $27 | New |
| CITIGROUP INC 0.00% of their portfolio | 1 $5 | New |
| NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio | 0 $0 | Unchanged |