O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Position in YMM — Full Truck Alliance Co. Ltd.
CIK 1423442
Stamford, CT
Position in YMM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$154,231
-$36,901 QoQ
Shares Held
18,994
-17.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#185
of 245 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in YMM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $251,452,941 across 49 Software - Application names. YMM ranks #45 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
140,960 | $31,567,991 | |
| 2 | UBER |
Uber Technologies, Inc
|
285,203 | $20,580,247 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
52,649 | $19,760,222 | |
| 4 | CRM |
Salesforce, Inc.
|
118,148 | $18,509,065 | |
| 5 | FICO |
Fair Isaac Corp
|
13,539 | $16,176,126 | |
| 6 | NOW |
ServiceNow, Inc.
|
153,060 | $15,195,796 | |
| 7 | SAP |
Sap SE
|
93,836 | $14,461,065 | |
| 8 | IDCC |
InterDigital, Inc.
|
45,332 | $12,834,849 |
All Filings in YMM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $154,231 | 18,994 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $191,132 | 23,028 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $265,309 | 24,726 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $345,442 | 26,634 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $306,516 | 25,954 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $344,330 | 26,964 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $220,814 | 20,408 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $152,863 | 16,966 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $149,286 | 18,568 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $110,242 | 15,164 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $102,941 | 14,685 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||