YUANBAO INC YB
SPONSORED ADS · ADR · CUSIP 987910106
- SectorFinancials
- IndustryInsurance Agents, Brokers & Service
- 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. Holder counts are more reliable. Implied quarter-end price ≈ $15.24.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2025 | 10 |
| Q3 2025 | 12 |
| Q4 2025 | 12 |
| Q1 2026 | 17 |
| Q2 2026 | 23 |
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 2025 | 10 | 5 |
| Q4 2025 | 6 | 8 |
| Q1 2026 | 13 | 3 |
| Q2 2026 | 14 | 7 |
Biggest buyers
| Franchise GP Ltd | Added | +680.8k |
| Lighthouse Investment Partners, LLC | Added | +60.7k |
| MILLENNIUM MANAGEMENT LLC | New | +35.3k |
| CITADEL ADVISORS LLC | New | +19.2k |
| XTX Topco Ltd | New | +13.7k |
| JANE STREET GROUP, LLC | New | +13.3k |
| MARSHALL WACE, LLP | New | +10.9k |
| RAMSEY QUANTITATIVE SYSTEMS | New | +10.5k |
| BARCLAYS PLC | Added | +2.9k |
| ROYAL BANK OF CANADA | Added | +1.8k |
Biggest sellers
| UBS Group AG | Reduced | -12.6k |
| Point72 Asset Management, L.P. | Reduced | -10.8k |
| JPMORGAN CHASE & CO | Reduced | -4.7k |
| MORGAN STANLEY | Reduced | -1.7k |
| Ameritas Advisory Services, LLC | Sold out | -171 |
| OSAIC HOLDINGS, INC. | Reduced | -152 |
| Larson Financial Group LLC | Sold out | -27 |
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 |
|---|---|
| Fang Rui 13G · exempt (held before listing) new · filed 2025-08-13 | 38.5% |
| Northern Light Venture Fund V, L.P. 13G · passive investor new · filed 2025-11-10 | 15.2% |
| HIKE Capital III L.P. 13G · exempt (held before listing) -0.5 pts · filed 2026-05-12 | 10.7% |
| Geometry Ventures Ltd 13G · exempt (held before listing) new · filed 2025-10-17 | 9.7% |
| Franchise GP Ltd 13G · passive investor new · filed 2025-09-03 | 7.6% |
| Qiming Venture Partners VII, L.P. 13G · exempt (held before listing) -1.3 pts · filed 2026-08-11 | 6.9% |
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 |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.04% of their portfolio | 3.0m $46.3m | Unchanged |
| Franchise GP Ltd 8.60% of their portfolio | 1.2m $18.5m | Added +680.8k |
| Lighthouse Investment Partners, LLC 0.07% of their portfolio | 153.2k $2.3m | Added +60.7k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 104.7k $1.6m | Reduced -10.8k |
| BARCLAYS PLC 0.00% of their portfolio | 62.3k $949.8k | Added +2.9k |
| MORGAN STANLEY 0.00% of their portfolio | 40.0k $609.4k | Reduced -1.7k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 35.3k $538.3k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 19.3k $288.9k | Reduced -4.7k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 19.2k $293.1k | New |
| XTX Topco Ltd 0.00% of their portfolio | 13.7k $208.6k | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 13.3k $202.5k | New |
| MARSHALL WACE, LLP 0.00% of their portfolio | 10.9k $166.3k | New |
| RAMSEY QUANTITATIVE SYSTEMS 0.14% of their portfolio | 10.5k $159.9k | New |
| UBS Group AG 0.00% of their portfolio | 7.5k $114.5k | Reduced -12.6k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 5.9k $90.0k | Added +1.8k |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 3.0k $45.3k | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 386 $5.9k | Unchanged |
| WealthCollab, LLC 0.00% of their portfolio | 164 $2.5k | Unchanged |
| Quarry LP 0.00% of their portfolio | 135 $2.1k | New |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 33 $503 | Added +1 |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 3 $46 | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 2 $30 | Reduced -152 |
| Persistent Asset Partners Ltd 0.00% of their portfolio | 0 $0 | New |