Full Truck Alliance (YMM)

Company Profile

Full Truck Alliance Co. Ltd. is a leading digital freight platform, connecting shippers with truckers to facilitate shipments across distance ranges, cargo weights and types. The Company provides a range of freight matching services including freight listing service, freight brokerage service and online transaction service. The Company also provides a range of value-added services that cater to the various needs of shippers and truckers, such as financial institutions, highway authorities, and gas stations operators. With a mission to make logistics better, the Company is shaping the future of logistics with technology and aspires to revolutionize logistics, improve efficiency across the value chain and reduce carbon footprint for the planet.

Company profile

Ticker

YMM

Exchange

NYSE

Website

ir.fulltruckalliance.com

CEO

Hui Zhang

Incorporated

Cayman Islands

Location

China

Fiscal year end

Dec 31

Sector

Information > Software Publishers

Industry (SIC)

Services - Prepackaged Software

Microsoft • Oracle • Mobileye Global • Gen Digital • BlackBerry • Activision Blizzard • Vmware • Adobe • Ceridian HCM Holding • McAfee ...

SEC CIK

0001838413

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Plans of Reorganization

Indentures

Material Contracts & Credit Agreements

Subsidiaries Lists

YMM stock data

1M 1Y 5Y

Analyst ratings and price targets

Last 3 months

Latest filings (excl ownership)

View all

6-K

Full Truck Alliance Co. Ltd. Responds to Short-Seller Report

27 Jan 23

6-K

Full Truck Alliance Co. Ltd. Announces Third Quarter 2022 Unaudited Financial Results

25 Nov 22

6-K

Full Truck Alliance Co. Ltd. Announces Gross Transaction Value for the Third Quarter of 2022

31 Oct 22

6-K

Full Truck Alliance Co. Ltd. Announces Second Quarter 2022 Unaudited Financial Results

26 Aug 22

6-K

Full Truck Alliance Co. Ltd. Announces Gross Transaction Value for the Second Quarter of 2022

25 Jul 22

6-K

Full Truck Alliance Repurchased Certain Shares Previously Granted Under Share Incentive Plans

6 Jul 22

6-K

Full Truck Alliance Announces Resumption of New User Registration

29 Jun 22

6-K

Full Truck Alliance Co. Ltd. Announces First Quarter 2022 Unaudited Financial Results

9 Jun 22

S-8

Registration of securities for employees

12 May 22

6-K

Full Truck Alliance Co. Ltd. Updates the Status Under Holding Foreign Companies Accountable Act

5 May 22

Transcripts

YMM

Earnings call transcript

2022 Q3

23 Nov 22

YMM

Earnings call transcript

2022 Q2

25 Aug 22

YMM

Earnings call transcript

2022 Q1

8 Jun 22

YMM

Earnings call transcript

2021 Q2

10 Aug 21

Latest ownership filings

SB INVESTMENT ADVISERS (UK) LTD

14 Feb 22

Financial summary

Financial statements Chart YMM financial data

Quarter (USD)	Dec 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Institutional ownership, Q3 2022

YMM institutional ownership history Ownership history

13F holders	Current	Prev Q	Change
Total holders	103	107	-3.7%
Opened positions	21	33	-36.4%
Closed positions	25	12	+108.3%
Increased positions	33	37	-10.8%
Reduced positions	32	20	+60.0%

13F shares	Current	Prev Q	Change
Total value	21.24 bn	22.13 bn	-4.0%
Total shares	2.62 bn	2.61 bn	+0.5%
Total puts	117.00 k	95.00 k	+23.2%
Total calls	239.70 k	83.30 k	+187.8%
Total put/call ratio	0.5	1.1	-57.2%

Largest owners	Shares	Value	Change
Zhang Hui	2.23 bn	$18.65 bn	0.0%
Farallon Capital Management	45.16 mm	$295.83 mm	+13.8%
All-Stars Investment	44.13 mm	$289.06 mm	-1.5%
SC CHINA HOLDING	36.51 mm	$239.13 mm	0.0%
Krane Funds Advisors	33.95 mm	$222.40 mm	-9.7%
SC Us (TTGP)	32.21 mm	$210.97 mm	0.0%
Vanguard	23.44 mm	$153.54 mm	+1.6%
Baillie Gifford & Co	15.87 mm	$103.95 mm	-0.1%
Alkeon Capital Management	14.94 mm	$97.89 mm	+5.1%
Greenwoods Asset Management Hong Kong	13.56 mm	$88.85 mm	+5.7%

Largest transactions	Shares	Bought/sold	Change
RWC Asset Advisors	7.88 mm	+7.88 mm	NEW
Farallon Capital Management	45.16 mm	+5.49 mm	+13.8%
Ontario Teachers Pension Plan Board	0.00	-4.81 mm	EXIT
SB Investment Advisers	4.34 mm	+4.34 mm	NEW
Krane Funds Advisors	33.95 mm	-3.65 mm	-9.7%
Ward Ferry Management	11.89 mm	+3.12 mm	+35.6%
RWC Asset Management	2.59 mm	+2.59 mm	NEW
Jane Street	2.94 mm	+2.51 mm	+580.7%
Jennison Associates	4.28 mm	-2.43 mm	-36.2%
STT State Street	0.00	-1.61 mm	EXIT

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.