JMIA
Jumia Technologies AG · Consumer Cyclical · Specialty Retail
Señales de momentum (gestores comparables):
amplitud de titulares -1.8% ·
flujo de acciones -10.2% ·
nuevas posiciones netas -1.8%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 47 | -1 | 10.37M | $73.07M | +5 | −6 |
| Q1 2026 | 49 | -6 | 13.76M | $94.95M | +3 | −9 |
| Q4 2025 | 55 | -1 | 17.88M | $223.29M | — | −1 |
| Q3 2025 | 12 | +1 | 10.83M | $125.73M | +1 | — |
| Q2 2025 | 8 | +2 | 5.43M | $21.84M | +3 | −1 |
| Q1 2025 | 5 | -2 | 16.02M | $34.44M | — | −2 |
| Q4 2024 | 7 | 0 | 17.85M | $68.19M | — | — |
| Q3 2024 | 6 | +1 | 17.93M | $95.76M | +1 | — |
| Q2 2024 | 5 | — | 14.15M | $99.31M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | D. E. Shaw & Co. ✦ | 4.06M | +4.8% | $50.70M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 2 | Nomura Holdings Inc | 3.21M | — | $40.13M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 3 | Two Sigma Investments ✦ | 1.72M | -1.0% | $21.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.60M | +72.7% | $19.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 5 | Jane Street Group, Llc | 1.38M | — | $17.17M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Susquehanna International Group, Llp | 1.20M | — | $14.99M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (pasivo) | 502.46K | -43.6% | $6.28M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 8 | Group One Trading Llc | 450.18K | — | $5.62M | 0.2% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 427.26K | — | $5.34M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 10 | Point72 Asset Management ✦ | 265.58K | +44.4% | $3.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Simplex Trading, Llc | 258.42K | — | $3.23M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Hrt Financial Lp | 246.60K | — | $3.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Franklin Resources Inc | 231.70K | — | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 231.08K | -82.5% | $2.89M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 15 | IMC-Chicago, LLC | 188.87K | — | $2.36M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | LPL Financial LLC | 187.78K | — | $2.35M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Balyasny Asset Management L.P. | 172.39K | — | $2.15M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 142.34K | — | $1.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | JPMorgan Chase ✦ | 139.51K | +33762.9% | $1.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | BlackRock ✦ (pasivo) | 135.68K | -7.6% | $1.69M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 21 | Bnp Paribas Financial Markets | 121.65K | — | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Lazard Asset Management Llc | 121.64K | — | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Bank Of Montreal /Can/ | 120.90K | — | $1.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Wells Fargo & Company/Mn | 97.94K | — | $1.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Goldman Sachs Group ✦ | 61.39K | -95.7% | $766,799 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Millennium Management ✦ | 59.22K | -75.5% | $739,695 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 52.51K | — | $655,800 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Bank Of America Corp /De/ | 52.17K | — | $651,567 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 29 | Cwm, Llc | 47.81K | — | $597,000 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Tidal Investments LLC | 37.17K | — | $464,316 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 36.77K | — | $459,247 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Jones Financial Companies Lllp | 34.47K | — | $430,505 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Creative Planning | 25.80K | — | $322,267 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Commonwealth Equity Services, Llc | 25.70K | — | $320,940 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Mitsubishi UFJ Asset Management… | 24.99K | — | $320,609 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Walleye Trading LLC | 24.47K | — | $305,643 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Cetera Investment Advisers | 20.85K | — | $260,416 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Barclays Plc | 20.50K | — | $256,045 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Manufacturers Life Insurance… | 19.65K | — | $245,466 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Ameriprise Financial Inc | 18.67K | — | $233,139 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Marshall Wace ✦ | 17.10K | -75.9% | $213,579 | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 42 | Belvedere Trading LLC | 16.69K | — | $208,458 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Blair William & Co/Il | 13.70K | — | $171,113 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Focus Partners Wealth | 12.23K | — | $152,816 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Lido Advisors, LLC | 12.21K | — | $146,348 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 46 | Royal Bank Of Canada | 10.31K | — | $128,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 47 | Zurcher Kantonalbank (Zurich… | 10.22K | — | $127,710 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Daiwa Securities Group Inc. | 5.32K | — | $66,000 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 2.40K | — | $29,976 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 50 | TD Waterhouse Canada Inc. | 2.07K | — | $25,884 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Rhumbline Advisers | 1.39K | — | $17,359 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Citigroup Inc | 985 | — | $12,303 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 53 | National Bank Of Canada /Fi/ | 750 | — | $9,360 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Us Bancorp \De\ | 134 | — | $1,674 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Northwestern Mutual Wealth… | 5 | — | $62 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Fisher Asset Management | $117,841 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 145 tenedores, 36.02M acciones, $245.45M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Director · 905.80K acc. · —
Ventas en mercado abierto (S)
Sin ventas en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología