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JYD — JAYUD GLOBAL LOGISTICS LTD

Reported value held$1.08M
Funds holding (latest)10
SectorIndustrials
Funds holding (Q2 2026)2
Institutional value$22.63K · 27.94K sh
New / Add / Cut / Exit0 / 1 / 0 / 1
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +70.3% (+11.54K sh)
Institutional value change Down -53.4%

As of Q2 2026, 2 SEC-registered investment managers reported holding JYD (JAYUD GLOBAL LOGISTICS LTD) in their latest 13F filings, with a combined reported value of $22.63K across 27.94K shares. That is +70.3% by share count (+11.54K shares) versus the previous quarter, while reported value moved -53.4%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 added to existing stakes, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

JYD is classified in the Industrials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 2 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 27.92K $22.62K 0.00% Add
BlackRock Inc history 20 $16 0.00% Hold

Q1 2026 — 3 funds

FundSharesValuePortfolio WeightChange
Renaissance Technologies history 13.40K $39.66K 0.00% New
UBS Group AG history 2.99K $8.84K 0.00% Add
BlackRock Inc history 20 $59 0.00% Hold

Q4 2025 — 3 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 566 $2.83K 0.00% Reduce
Morgan Stanley history 333 $1.66K 0.00% Reduce
BlackRock Inc history 20 $100 0.00% Reduce

Q3 2025 — 5 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 196.91K $27.08K 0.00% New
Morgan Stanley history 16.67K $2.29K 0.00% Reduce
Citigroup Inc history 4.03K $554 0.00% Reduce
UBS Group AG history 2.16K $298 0.00% Reduce
BlackRock Inc history 1.01K $139 0.00% Hold

Q2 2025 — 6 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 36.67K $7.41K 0.00% Add
Morgan Stanley history 36.67K $7.41K 0.00% Add
UBS Group AG history 27.35K $5.53K 0.00% New
Citigroup Inc history 4.16K $841 0.00% New
BlackRock Inc history 1.01K $204 0.00% New
BlackRock Inc history 1.01K $204 0.00% New

Q1 2025 — 8 funds

FundSharesValuePortfolio WeightChange
Invesco Ltd history 74.87K $575.73K 0.00% New
Geode Capital Management history 51.58K $396.63K 0.00% Add
Renaissance Technologies history 43.00K $330.67K 0.00% Reduce
Renaissance Technologies history 43.00K $330.67K 0.00% Reduce
Morgan Stanley history 29.01K $223.06K 0.00% New
Morgan Stanley history 29.01K $223.06K 0.00% New
JPMorgan Chase & Co history 1.43K $10.97K 0.00% New
JPMorgan Chase & Co history 1.43K $10.97K 0.00% New

New Positions (Q2 2026)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 10 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q1 2024Q4 2023Q3 2023Q2 2023
UBS Group AG 27.92K 2.99K 566 2.16K 27.35K — 146.30K 394 1.27K 70 284 600
BlackRock Inc 20 20 20 1.01K 1.01K — — — — — — —
Citadel Advisors — — — 196.91K — — 45.42K — 21.44K — — —
Morgan Stanley — — 333 16.67K 36.67K 29.01K — — — — — —
JPMorgan Chase & Co — — — — — 1.43K — — — 1.06K — —
Renaissance Technologies — 13.40K — — — 43.00K 310.24K — — — — —
Citigroup Inc — — — 4.03K 4.16K — — — — — — —
Bank of America Corp — — — — — — — — 100 100 — —
Geode Capital Management — — — — — 51.58K 19.71K — — — — —
Invesco Ltd — — — — — 74.87K — — — — — —

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