RLX
RLX Technology Inc. · Consumer Defensive · Tobacco
Momentum inputs (comparable managers):
holder breadth -23.1% ·
share flow -5.3% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 54 | -1 | 100.51M | $190.99M | +5 | −6 |
| Q1 2026 | 55 | +6 | 86.46M | $190.22M | +10 | −4 |
| Q4 2025 | 49 | -1 | 94.91M | $220.96M | — | −1 |
| Q3 2025 | 15 | +2 | 66.74M | $175.54M | +2 | — |
| Q2 2025 | 10 | -3 | 50.88M | $112.45M | — | −3 |
| Q1 2025 | 10 | 0 | 17.78M | $33.42M | — | — |
| Q4 2024 | 10 | -1 | 21.19M | $45.76M | — | −1 |
| Q3 2024 | 10 | +2 | 14.98M | $27.11M | +2 | — |
| Q2 2024 | 8 | — | 7.23M | $13.30M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 27.04M | — | $59.75M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 27.04M | — | $59.75M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 27.04M | — | $59.75M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passive) | 27.04M | — | $59.75M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 8.89M | — | $19.65M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 8.89M | — | $19.65M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 8.89M | — | $19.65M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 8.89M | — | $19.65M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 8.89M | — | $19.65M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 8.89M | — | $19.65M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 8.89M | — | $19.65M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | D. E. Shaw & Co. ✦ | 6.02M | +35.2% | $13.30M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | State Street Global Advisors ✦ (passive) | 3.48M | -4.1% | $7.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 2.36M | -12.4% | $5.22M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 2.36M | -12.4% | $5.22M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 16 | Marshall Wace ✦ | 1.13M | +29.4% | $2.50M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | Marshall Wace ✦ | 1.13M | +29.4% | $2.50M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | Marshall Wace ✦ | 1.13M | +29.4% | $2.50M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 19 | Millennium Management ✦ | 894.41K | -70.0% | $1.98M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 20 | Renaissance Technologies ✦ | 886.10K | 0.0% | $1.96M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 21 | Geode Capital Management ✦ (passive) | 183.82K | -5.7% | $406,250 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 22 | Geode Capital Management ✦ (passive) | 183.82K | -5.7% | $406,250 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 732 | — | $1,618 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Two Sigma Investments | $2.13M | was 0.0% |
| Point72 Asset Management | $1.05M | was 0.0% |
| AQR Capital Management | $703,267 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 101 holders, 253.29M shares, $531.40M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.