Yuanbao Inc.: which funds bought and sold

Institutions that bought and sold Yuanbao shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 13 institutions that filed 13F reports for both quarters added to or opened positions in Yuanbao, and 7 cut or closed them. Together they added a net 819K shares, +20.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 115K shares (+55.4%); index fund managers held the same number of shares overall. 8 opened a new position and 2 sold out entirely.

Bought, Q2 2026 13 institutions, 8 of them new holders Sold, Q2 2026 7 institutions, 2 of them sold out

Net change, all compared +819K shares (+20.8%)

Net change, active managers +115K shares (+55.4%), 4 bought, 1 sold

Buyers versus sellers

institutions compared, 24

13 bought 4 7 sold

Active managers and hedge funds 4 bought · 1 sold · +115K

Index fund managers 0 bought · 0 sold · 0

Other institutions 9 bought · 6 sold · +704K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Franchise Gp Ltd	+681K +127.5%	1.2M	$18.5M
Lighthouse Investment Partners, LLC Hedge fund	+61K +65.5%	153K	$2.3M
Millennium Management LLC Hedge fund	+35K New position	35K	$538,292
Citadel Advisors LLC Hedge fund	+19K New position	19K	$293,141
Xtx Topco Ltd	+14K New position	14K	$208,605
Jane Street Group, LLC	+13K New position	13K	$202,464
Marshall Wace, LLP Hedge fund	+11K New position	11K	$166,314
Ramsey Quantitative Systems	+10K New position	10K	$159,852
Barclays PLC	+2,858 +4.8%	62K	$949,787
Royal Bank Of Canada	+1,834 +45.0%	5,913	$90,000
Quarry LP	+135 New position	135	$2,057
Caitong International Asset Management Co., Ltd	+3 New position	3	$46
NISA Investment Advisors, LLC	+1 +3.1%	33	$503

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Lighthouse Investment Partners, LLC Hedge fund	+61K +65.5%	153K	$2.3M
Millennium Management LLC Hedge fund	+35K New position	35K	$538,292
Citadel Advisors LLC Hedge fund	+19K New position	19K	$293,141
Marshall Wace, LLP Hedge fund	+11K New position	11K	$166,314

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
UBS Group AG	−13K −62.6%	7,512	$114,483
Point72 Asset Management, L.P. Hedge fund	−11K −9.3%	105K	$1.6M
Jpmorgan Chase & Co	−4,727 −19.7%	19K	$288,863
Morgan Stanley	−1,708 −4.1%	40K	$609,448
Ameritas Advisory Services, LLC	−171 Sold out	0	—
Osaic Holdings, Inc.	−152 −98.7%	2	$30
Larson Financial Group LLC	−27 Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Point72 Asset Management, L.P. Hedge fund	−11K −9.3%	105K	$1.6M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Millennium Management LLCHedge fund	35K	$538,292
Citadel Advisors LLCHedge fund	19K	$293,141
Xtx Topco Ltd	14K	$208,605
Jane Street Group, LLC	13K	$202,464
Marshall Wace, LLPHedge fund	11K	$166,314
Ramsey Quantitative Systems	10K	$159,852
Quarry LP	135	$2,057
Caitong International Asset Management Co., Ltd	3	$46

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Ameritas Advisory Services, LLC	171	$3,016
Larson Financial Group LLC	27	$476

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 22
Ten largest holders: 98.9%
Index fund managers: 0.0%
Active managers and hedge funds: 6.8%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	4	1	3	0	+115K	+55.4%
Index fund managers	0	0	0	0	0	0.0%
Other institutions	9	6	5	2	+704K	+18.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Yuanbao.

Only managers that filed a holdings report for both quarters are compared (24 here). 1 other holder is left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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