JMIA
Jumia Technologies AG · Consumer Cyclical · Specialty Retail
Données momentum (gérants comparables) :
étendue des détenteurs -1.8% ·
flux d'actions -10.2% ·
nouvelles positions nettes -1.8%
— formule
Distribution large — baisse des parts et moins de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q4 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
| 3 | Nomura Holdings Inc | 3.21M | — | $40.13M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 1.72M | -1.0% | $21.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.60M | +72.7% | $19.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.60M | +72.7% | $19.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1.60M | +72.7% | $19.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1.60M | +72.7% | $19.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 1.60M | +72.7% | $19.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Jane Street Group, Llc | 1.38M | — | $17.17M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jane Street Group, Llc | 1.38M | — | $17.17M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Jane Street Group, Llc | 1.38M | — | $17.17M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 1.20M | — | $14.99M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | State Street Global Advisors ✦ (passif) | 502.46K | -43.6% | $6.28M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 15 | Group One Trading Llc | 450.18K | — | $5.62M | 0.2% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 427.26K | — | $5.34M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 427.26K | — | $5.34M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 427.26K | — | $5.34M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 427.26K | — | $5.34M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Point72 Asset Management ✦ | 265.58K | +44.4% | $3.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Simplex Trading, Llc | 258.42K | — | $3.23M | 0.1% | n/c | 1 | SEC ↗ |
| 22 | Hrt Financial Lp | 246.60K | — | $3.08M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Hrt Financial Lp | 246.60K | — | $3.08M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Franklin Resources Inc | 231.70K | — | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 231.08K | -82.5% | $2.89M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 26 | IMC-Chicago, LLC | 188.87K | — | $2.36M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | LPL Financial LLC | 187.78K | — | $2.35M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Balyasny Asset Management L.P. | 172.39K | — | $2.15M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Raymond James Financial Inc | 142.34K | — | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Raymond James Financial Inc | 142.34K | — | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 139.51K | +33762.9% | $1.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 139.51K | +33762.9% | $1.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | BlackRock ✦ (passif) | 135.68K | -7.6% | $1.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | BlackRock ✦ (passif) | 135.68K | -7.6% | $1.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Bnp Paribas Financial Markets | 121.65K | — | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Lazard Asset Management Llc | 121.64K | — | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 120.90K | — | $1.51M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 120.90K | — | $1.51M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 97.94K | — | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 97.94K | — | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Goldman Sachs Group ✦ | 61.39K | -95.7% | $766,799 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Millennium Management ✦ | 59.22K | -75.5% | $739,695 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 52.51K | — | $655,800 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Bank Of America Corp /De/ | 52.17K | — | $651,567 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Bank Of America Corp /De/ | 52.17K | — | $651,567 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Bank Of America Corp /De/ | 52.17K | — | $651,567 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Cwm, Llc | 47.81K | — | $597,000 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Tidal Investments LLC | 37.17K | — | $464,316 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Osaic Holdings, Inc. | 36.77K | — | $459,247 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Osaic Holdings, Inc. | 36.77K | — | $459,247 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Jones Financial Companies Lllp | 34.47K | — | $430,505 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Creative Planning | 25.80K | — | $322,267 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Commonwealth Equity Services, Llc | 25.70K | — | $320,940 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Mitsubishi UFJ Asset Management… | 24.99K | — | $320,609 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Walleye Trading LLC | 24.47K | — | $305,643 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Cetera Investment Advisers | 20.85K | — | $260,416 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Barclays Plc | 20.50K | — | $256,045 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Manufacturers Life Insurance… | 19.65K | — | $245,466 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Ameriprise Financial Inc | 18.67K | — | $233,139 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Ameriprise Financial Inc | 18.67K | — | $233,139 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Marshall Wace ✦ | 17.10K | -75.9% | $213,579 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 62 | Marshall Wace ✦ | 17.10K | -75.9% | $213,579 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 63 | Belvedere Trading LLC | 16.69K | — | $208,458 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Blair William & Co/Il | 13.70K | — | $171,113 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Focus Partners Wealth | 12.23K | — | $152,816 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Lido Advisors, LLC | 12.21K | — | $146,348 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Lido Advisors, LLC | 12.21K | — | $146,348 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Royal Bank Of Canada | 10.31K | — | $128,000 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Royal Bank Of Canada | 10.31K | — | $128,000 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Zurcher Kantonalbank (Zurich… | 10.22K | — | $127,710 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Daiwa Securities Group Inc. | 5.32K | — | $66,000 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Pnc Financial Services Group, Inc. | 2.40K | — | $29,976 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Pnc Financial Services Group, Inc. | 2.40K | — | $29,976 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | TD Waterhouse Canada Inc. | 2.07K | — | $25,884 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Rhumbline Advisers | 1.39K | — | $17,359 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Citigroup Inc | 985 | — | $12,303 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Citigroup Inc | 985 | — | $12,303 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | National Bank Of Canada /Fi/ | 750 | — | $9,360 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Us Bancorp \De\ | 134 | — | $1,674 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Northwestern Mutual Wealth… | 5 | — | $62 | 0.0% | n/c | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Fisher Asset Management | $117,841 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 145 détenteurs, 36.02M actions, $245.45M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.
Achats sur le marché libre (P)
Director · 905.80K act. · —
Ventes sur le marché libre (S)
Aucune vente d'initié sur le marché libre dans notre fenêtre de couverture.
Les attributions, exercices et retenues fiscales ne sont jamais comptabilisés comme des achats ou des ventes ici. Méthodologie