BeStock  
Stocks › Internet Retail › BABA
$109.45 +$1.38 (+1.28%)
Market closed · Nov 7, 9:10 am ET · Last extended-hours $109.35 -0.09%
Open$106.83
Prev close$108.07
Day range$106.44 – $109.69
Volume9.56M
Market cap$272.28B
P/E (TTM)24.6
Dividend yield0.96%

Ownership & positioning

Who holds it, who is betting against it, and where the big money is moving

Institutional ownership41.6%-1.40 pts vs. prior quarter
Institutions holding2,036+7 vs. prior quarter
Insider trades (recent)13 buys / 5 sellsNet buying
ARK fund activity-4,199 sh3 recent transactions · last 18 Oct 2026
Short interest1.52% of floatDays to cover 4.4 · as of 15 Oct 2026
Short-sale volume share15.6%5-day average of daily volume

Short-sale volume as % of daily volume

10%14%18%22%Sep '26Oct '26Nov '26

Large-order net flow, last 20 sessions

Net of large-order buying minus selling, in USD. Over this window: −$131.48M (5 inflow days, 15 outflow days).

Net flow by order size, last 20 sessions

−$97.2MSuper−$34.2MBig+$460.2KMid−$14.3MSmall

Super/Big orders approximate institutional-size trades; Mid/Small approximate retail-size trades. Net buy minus sell value in each bucket, summed over the window.

The five largest holders on file together own 17.2% of shares outstanding.

Largest holders

  • BlackRock5.18%
  • Vanguard Capital Management, LLC4.08%
  • SoftBank Group Corp.3.17%
  • Yun Ma2.59%
  • Norges Bank Investment Management2.19%
  • Joseph C. Tsai1.33%
  • UBS Asset Management1.06%
  • E Fund Management Co., Ltd.0.94%

By investor type

  • Mutual Fund32.20%
  • Public Company4.61%
  • Sovereign Wealth Fund2.20%
  • Individual/Insider1.64%
  • Hedge Fund1.25%
  • Private Company0.65%
  • VC/PE Fund0.27%
  • Government Pension Fund0.24%

Reported short interest has fallen from 1.75% to 1.52% of float over the last 6 biweekly reports (31 Jul 2026 to 15 Oct 2026).

Recent institutional activity

HolderTypePeriodShare changeNew stake
Hang Seng Investment Management Limited Mutual Fund 2026/Q3 +2,700,998 0.7%
Vanguard Capital Management, LLC Mutual Fund 2026/Q3 +4,867,687 4.1%
Capital Research Mutual Fund 2026/Q3 +1,139,950 0.6%
Carrhae Capital, LLP Hedge Fund 2026/Q3 +1,087,110 0.1%
Citigroup Inc. Public Company 2026/Q3 +813,151 0.1%
Vanguard Capital Management, LLC Mutual Fund 2026/Q3 +2,211,562 4.0%
Capital Research Mutual Fund 2026/Q3 +906,600 0.6%
Capula Management Limited Hedge Fund 2026/Q3 +3,228,963 0.1%
LuminArx Capital Management LP Hedge Fund 2026/Q3 +2,000,000 0.1%
National Bank Investments Inc. Mutual Fund 2026/Q3 +1,779,074 0.1%
Susquehanna Advisors Group, Inc. Mutual Fund 2026/Q3 +1,619,000 0.1%
BlackRock Mutual Fund 2026/Q3 +1,430,122 5.2%
Morgan Stanley Public Company 2026/Q3 +1,302,924 0.3%
Artisan Partners Limited Partnership Mutual Fund 2026/Q3 +1,287,714 0.1%
The Goldman Sachs Group, Inc. Public Company 2026/Q3 +1,242,781 0.2%

Institutional buy/sell activity by reporting period, largest moves first.

Insider transactions

DateInsiderTitleTransactionSharesPriceHeld after
28 May 2026 Joseph C. Tsai Executive Chairperson Other Derivative Acquisition +120,000 – 120,000
28 May 2026 Fan Jiang Chief Executive Officer of Alibaba E-commerce Business Group Other Derivative Acquisition +248,000 – 248,000
28 May 2026 Yongming Wu CEO, Head of Core E-Commerce Business & Director Other Derivative Acquisition +448,000 – 448,000
28 May 2026 Siying Yu General Counsel Other Derivative Acquisition +120,000 – 120,000
28 May 2026 Fang Jiang Chief Human Resources Officer Other Derivative Acquisition +60,000 – 60,000
28 May 2026 Hong Xu Chief Financial Officer Other Derivative Acquisition +160,000 – 160,000
19 May 2026 Fan Jiang Chief Executive Officer of Alibaba E-commerce Business Group Initial Statement of Beneficial +0 – 4,460,003
31 Mar 2026 Joseph C. Tsai Executive Chairperson Derivative Exercise and Retained +3,333 – 263,019,245
31 Mar 2026 Wei Wu Non-Executive Director Derivative Exercise and Retained +40,808 – 10,854,160
31 Mar 2026 J. Michael Evans President Derivative Exercise and Retained +748,000 – 748,000
31 Mar 2026 Yongming Wu CEO, Head of Core E-Commerce Business & Director Derivative Exercise and Retained +13,333 – 13,401,085
24 Mar 2026 Siying Yu General Counsel Derivative Exercise and Sale -21,472 $16.06 4,410,167
24 Mar 2026 Siying Yu General Counsel Derivative Exercise and Retained +26,138 – 4,410,167
24 Mar 2026 Fang Jiang Chief Human Resources Officer Derivative Exercise and Sale -16,848 $16.10 28,671,517
24 Mar 2026 Fang Jiang Chief Human Resources Officer Derivative Exercise and Retained +20,485 – 28,671,517
24 Mar 2026 Hong Xu Chief Financial Officer Derivative Exercise and Sale -54,450 $16.07 724,120
24 Mar 2026 Hong Xu Chief Financial Officer Derivative Exercise and Retained +66,550 – 724,120
17 Mar 2026 Chih-Yuan Yang Independent Director Initial Statement of Beneficial +0 – 485,072
17 Mar 2026 Joseph C. Tsai Executive Chairperson Initial Statement of Beneficial +0 – 70,000
17 Mar 2026 Yun-Lien Lee Independent Director Initial Statement of Beneficial +0 – 138,600

From Form 4/Form 144 filings. Negative share counts are disposals (sales, gifts, or shares withheld for taxes); positive are acquisitions.

Short interest, by report

Report dateShares short% of floatDays to cover
15 Oct 2026 37,759,837 1.5% 4.4
30 Sep 2026 36,914,727 1.5% 4.2
15 Sep 2026 41,044,240 1.7% 5.4
31 Aug 2026 42,234,428 1.8% 2.6
14 Aug 2026 41,983,108 1.8% 4.6
31 Jul 2026 41,841,275 1.7% 4.3

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