Routine monthly securities movement report with no new material information. Monitor upcoming quarterly earnings for operational trends and any activist developments from the recently filed 13D/A filings.
Price Chart
Executive Summary
KE Holdings Inc. filed its monthly return on movements in securities for September 2026, reporting no net change in issued shares. The filing details the exercise of 244,152 share options (raising USD 4.88), the grant/vesting/lapse of RSUs, and ongoing share repurchases totaling 19,224,421 Class A ordinary shares (including ADSs) that remain uncancelled. The filing also confirms compliance with Hong Kong public float requirements. This is a routine administrative filing with no material financial impact.
Key Facts
- No net change in issued Class A or Class B shares during September 2026.
- 244,152 share options exercised during the month, raising USD 4.88.
- 45,876 RSUs granted, 37,500 vested, and 236,283 lapsed under the 2020 Share Incentive Plan.
- As of Sept 30, 2026, 19,224,421 Class A shares (including ADSs) repurchased for cancellation but not yet cancelled.
- Public float requirement (25% public threshold) confirmed as complied with.
- Recent activist 13D/A filings (Ever Orient, Baihui Partners, Grain Bud) remain on file but this filing does not reference any activist activity.
Financial Impact
USD 4.88 raised from option exercises; ongoing buyback of 19.2M shares pending cancellation
Risk Factors
- Pending cancellation of 19.2M repurchased shares could reduce share count upon cancellation.
- Potential future dilution from 76.2M RSUs and 6.3M options outstanding.
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001104659-26-114562 |
| Document: tm2627274d1_6k.htm | 0001104659-26-114562 |
| Document: 0001104659-26-114562-index-headers.html | 0001104659-26-114562 |
| Document: 0001104659-26-114562-index.html | 0001104659-26-114562 |
| Document: 0001104659-26-114562.txt | 0001104659-26-114562 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | Institutional Cluster | $17.54 | awaiting T+1 | — | $17.65 (+0.66%) |
Oct 26, 2026 1d ago | 6-K | $17.61 $17.65 | ▲ +0.23% | ▼ −0.33% | $17.65 (+0.23%) |
Oct 20, 2026 7d ago | 6-K | $18.06 $17.35 | ▼ −3.93% | ▼ −4.46% | $17.65 (−2.27%) |
Oct 13, 2026 14d ago | 6-K | $17.59 $17.52 | ▼ −0.40% | ▲ +0.68% | $17.65 (+0.34%) |
Oct 8, 2026 19d ago | 6-K | $17.09 $17.84 | ▲ +4.39% | ▲ +3.79% | $17.65 (+3.28%) |
Oct 5, 2026 22d ago | 6-K | $16.50 $16.76 | ▲ +1.58% | ▲ +1.03% | $17.65 (+6.97%) |
Oct 2, 2026 25d ago | 6-K | $16.43 $16.50 | ▲ +0.43% | ▼ −0.25% | $17.65 (+7.43%) |
Sep 29, 2026 28d ago | SC 13D/A | $16.60 $16.85 | ▼ −1.51% | ▼ −1.71% | $17.65 (−6.33%) |
Sep 29, 2026 28d ago | Insider Cluster | $16.60 $16.85 | ▼ −1.51% | ▼ −1.71% | $17.65 (−6.33%) |
Sep 28, 2026 29d ago | 6-K | $16.95 $16.60 | ▼ −2.06% | ▼ −1.88% | $17.65 (+4.13%) |
US Market Status
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