Market Cap
$8.6B
YMM
Full Truck Alliance Co. Ltd.
$8.19 ▲ +0.31%
Prev close $8.17Market cap$8.6B
12-mo target$12.49 (+52.4%)
High Impact Filing (7/10)37 New Institutional Positions13 Institutional Exits Software & IT
Snapshot
The big-picture read on YMM right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Inst. Holders
50 funds
Inst. Value
$3.4B
Inst. Activity
37 buys / 13 sells
SEC Reports
6
Price chart 30d -5.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 21, 2026 short_volume
Aug 19, 2026 SEC Short Volume: YMM — 64.5% short (0.6M / 0.9M)
Short: 554,314 | Exempt: 2,913 | TRF Vol: 859,118 | Short Ratio: 64.5% | Off-exchange volume (dark p
Full Truck Alliance (YMM) reported Q2 2026 total net revenues of RMB3,382M (US$498.4M), up 4.4% YoY, and GAAP net income
PRESS-RELEASE — Impact 7/10
No summary provided
PRESS-RELEASE — Impact 5/10
Jun 30, 2026 Inst.
BlackRock, Inc. — DOUBLED
32,143,971 shares ($261.0M)
Jun 30, 2026 Inst.
May 22, 2026 SEC SCHRODER INVESTMENT MANAGEMENT GROUP — TRIM
13,781,521 shares ($111.9M)
All-Stars Investment Ltd, an affiliate of Full Truck Alliance, filed a Form 144 on May 21, 2026, indicating intent to se
144 — Impact 2/10
Analyst ratings buy % -3.6%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jun 29, 2026 | JP Morgan | UPGRADE | Overweight | 55% |
| Jun 22, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 10 | 4 | 0 | 0 | 80% | |
| Aug 1, 2026 | 6 | 10 | 4 | 0 | 0 | 80% | |
| Jul 1, 2026 | 6 | 10 | 4 | 0 | 0 | 80% | |
| Jun 1, 2026 | 6 | 8 | 5 | 0 | 0 | 74% | |
| May 1, 2026 | 5 | 9 | 5 | 0 | 0 | 74% | |
| Apr 1, 2026 | 5 | 9 | 4 | 1 | 0 | 74% | |
| Mar 1, 2026 | 6 | 9 | 3 | 1 | 0 | 79% | |
| Feb 1, 2026 | 6 | 9 | 3 | 1 | 0 | 79% |
Price targets
Where 15 covering analysts think YMM trades over the next 12 months.
$12.49 +52.4% upside Strong Buy
Current$8.20 Low$9.04 Median$12.15 High$16.27 15 analysts
$9.04$16.27
Analyst rating Buy· 1.5/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
6 SEC filing reports analyzed · 1 bullish, 2 bearish, 0 mixed, 3 neutral · avg impact 5.5/10.
BEARISHPRESS-RELEASE7/10
Full Truck Alliance (YMM) reported Q2 2026 total net revenues of RMB3,382M (US$498.4M), up 4.4% YoY,
Aug 19, 2026
NEUTRALPRESS-RELEASE5/10
No summary provided
Aug 5, 2026
NEUTRAL1442/10
All-Stars Investment Ltd, an affiliate of Full Truck Alliance, filed a Form 144 on May 21, 2026, ind
May 22, 2026
BEARISH6-K6/10
Full Truck Alliance (YMM) reported Q1 2026 revenue of RMB2,848.4M (+5.5% YoY), but net income fell 2
May 21, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 21, 2026
short_volume
Short Volume: YMM — 64.5% short (0.6M / 0.9M)
Short: 554,314 | Exempt: 2,913 | TRF Vol: 859,118 | Short Ratio: 64.5% | Off-exchange volume (dark pool + OTC)
Sep 16, 2026
short_volume
Short Volume: YMM — 60.3% short (0.6M / 0.9M)
Short: 570,357 | Exempt: 0 | TRF Vol: 945,584 | Short Ratio: 60.3% | Off-exchange volume (dark pool + OTC)
Sep 15, 2026
short_volume
Short Volume: YMM — 60.5% short (0.7M / 1.2M)
Short: 699,472 | Exempt: 26,811 | TRF Vol: 1,155,556 | Short Ratio: 60.5% | Off-exchange volume (dark pool + OTC)
Sep 14, 2026
short_volume
Short Volume: YMM — 55.4% short (0.4M / 0.7M)
Short: 364,539 | Exempt: 2,700 | TRF Vol: 657,540 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)
Sep 3, 2026
short_volume
Short Volume: YMM — 66.4% short (0.6M / 1.0M)
Short: 648,172 | Exempt: 0 | TRF Vol: 976,810 | Short Ratio: 66.4% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.33 | $1.32–$1.36 | 43.5% | +9.5% | 3↑ 0↓ | $3.3B | 5 |
| Next Q | $1.11 | $1.05–$1.14 | 10.2% | -10.1% | 1↑ 2↓ | $3.0B | 4 |
| Current FY | $4.98 | $4.93–$5.01 | 10.0% | +1.1% | 8↑ 1↓ | $12.4B | 11 |
| Next FY | $5.83 | $5.13–$6.62 | 17.1% | +0.4% | 7↑ 3↓ | $13.5B | 12 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.334 | — |
| 7d ago | $1.236 | +0.098 |
| 30d ago | $1.218 | +0.116 |
| 60d ago | $1.218 | +0.116 |
| 90d ago | $1.215 | +0.119 |
Institutional ownership
Which big funds own YMM (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $3.4B total value (418,318,772 shares) as of 2026-Q2. Top holders: Invesco, FIL, BlackRock,. Net buying activity: 37 institutions added/increased vs 13 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Invesco Ltd. | 62,128,513 | $504.5M | 14.9% | — |
| FIL Ltd | 60,524,375 | $491.5M | 14.5% | — |
| BlackRock, Inc. | 32,143,971 | $261.0M | 7.7% | DOUBLED +3120.4% |
| DAVIS SELECTED ADVISERS | 27,639,082 | $224.4M | 6.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 23,530,788 | $191.1M | 5.6% | — |
| JPMORGAN CHASE & CO | 23,155,263 | $187.1M | 5.5% | — |
| Mitsubishi UFJ Trust & Banking Corp | 22,471,443 | $182.5M | 5.4% | — |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 13,781,521 | $111.9M | 3.3% | TRIM -60.4% |
| SC US (TTGP), LTD. | 13,057,904 | $106.0M | 3.1% | — |
| MORGAN STANLEY | 10,736,456 | $87.2M | 2.6% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | DOUBLED | 998,124 | 32,143,971 | +3120.4% | $261.0M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | TRIM | 34,765,474 | 13,781,521 | -60.4% | $111.9M |
| GOLDMAN SACHS GROUP INC | ADD | 7,576,865 | 10,502,067 | +38.6% | $85.3M |
| NORGES BANK | NEW | — | 9,160,250 | — | $74.4M |
| STATE STREET CORP | DOUBLED | 1,533,533 | 8,310,044 | +441.9% | $67.5M |
| D. E. Shaw & Co., Inc. | TRIM | 11,240,095 | 5,305,679 | -52.8% | $43.1M |
| GEODE CAPITAL MANAGEMENT, LLC | DOUBLED | 344,857 | 4,698,122 | +1262.3% | $37.8M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 3,064,603 | 4,631,541 | +51.1% | $37.6M |
| HSBC HOLDINGS PLC | DOUBLED | 1,975,692 | 4,112,749 | +108.2% | $33.4M |
| Legal & General Group Plc | DOUBLED | 1,822,589 | 3,716,403 | +103.9% | $30.2M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for YMM.
Shares short
20,086,179
Settlement Sep 15, 2026
Change vs prior
-14.8%
Semi-monthly cycle
Days to cover
3.9
At avg daily volume
Of shares outstanding
≈1.9%
Estimate — not % of float
All YMM filing & press-release reports (6)
- PRESS-RELEASE reportAug 19, 2026
- PRESS-RELEASE reportAug 5, 2026
- 144 reportMay 22, 2026
- 6-K reportMay 21, 2026
- 20-F reportApr 14, 2026
- INST-CLUSTER reportFeb 28, 2026