Who holds it, who is betting against it, and where the big money is moving
Net of large-order buying minus selling, in USD. Over this window: +$282.4K (8 inflow days, 12 outflow days).
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 41.4% of shares outstanding.
Reported short interest has fallen from 1.25% to 0.56% of float over the last 6 biweekly reports (30 Jun 2026 to 15 Sep 2026).
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| Invesco Capital Management LLC | Mutual Fund | 2026/Q3 | +812,847 | 0.8% |
| Peter Michael Yu | Individual/Insider | 2026/Q3 | +100,000 | 5.4% |
| FMR | Mutual Fund | 2026/Q3 | +36,469 | 0.1% |
| WAVE Equity Partners LLC | VC/PE Fund | 2026/Q3 | +11,474,452 | 10.7% |
| Mercedes-Benz Group AG | Public Company | 2026/Q3 | +8,669,995 | 8.1% |
| Stellantis N.V. | Public Company | 2026/Q3 | +8,669,995 | 8.1% |
| Siyu Huang | Individual/Insider | 2026/Q3 | +7,762,710 | 7.3% |
| Yingchao Yu | Individual/Insider | 2026/Q3 | +7,750,034 | 7.2% |
| Alyeska Investment Group, L.P. | Hedge Fund | 2026/Q3 | +7,196,266 | 6.7% |
| Liad Meidar | Individual/Insider | 2026/Q3 | +2,608,141 | 2.4% |
| Gatemore Capital Management LP | VC/PE Fund | 2026/Q3 | +1,152,137 | 1.1% |
| Transcend Capital Advisors, LLC | Mutual Fund | 2026/Q3 | +713,000 | 0.7% |
| Millennium Management LLC | Hedge Fund | 2026/Q3 | +456,706 | 0.4% |
| Dieter Zetsche | Individual/Insider | 2026/Q3 | +230,427 | 0.2% |
| Hite Hedge Asset Management LLC | Hedge Fund | 2026/Q3 | +80,000 | 0.1% |
Institutional buy/sell activity by reporting period, largest moves first.
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 4 Jun 2026 | Dieter Zetsche | Independent Director | Initial Statement of Beneficial | +0 | – | 230,427 |
| 4 Jun 2026 | Peter Michael Yu | Other Disposition | -1,090,000 | – | – | |
| 4 Jun 2026 | Peter Michael Yu | Derivative Exercise and Retained | +5,710,000 | – | 5,710,000 | |
| 4 Jun 2026 | Liad Meidar | Independent Director | Initial Statement of Beneficial | +0 | – | 183,420 |
| 4 Jun 2026 | C. Wei | Chief Financial Officer | Initial Statement of Beneficial | +0 | – | 366,840 |
| 4 Jun 2026 | Cartesian Capital Group, LLC | Other Acquisition | +1,468,894 | – | 2,648,298 | |
| 4 Jun 2026 | Cartesian Capital Group, LLC | Private Acquisition | +1,179,404 | $10.42 | 2,648,298 | |
| 4 Jun 2026 | Joseph Taylor | Executive Chairperson | Initial Statement of Beneficial | +0 | – | 4,038,119 |
| 4 Jun 2026 | Jason Duva | Initial Statement of Beneficial | +0 | – | 1,088,770 | |
| 4 Jun 2026 | Yingchao Yu | Co-Founder & CTO | Initial Statement of Beneficial | +0 | – | 6,215,022 |
| 4 Jun 2026 | Siyu Huang | Chief Executive Officer | Initial Statement of Beneficial | +0 | – | 9,297,722 |
| 4 Jun 2026 | Gatemore Capital Management LP | Initial Statement of Beneficial | +0 | – | 1,152,137 |
From Form 4/Form 144 filings. Negative share counts are disposals (sales, gifts, or shares withheld for taxes); positive are acquisitions.
| Report date | Shares short | % of float | Days to cover |
|---|---|---|---|
| 15 Sep 2026 | 603,983 | 0.6% | 2.3 |
| 31 Aug 2026 | 877,824 | 0.8% | 2.8 |
| 14 Aug 2026 | 183,773 | 0.2% | 1.0 |
| 31 Jul 2026 | 194,522 | 0.2% | 1.0 |
| 15 Jul 2026 | 373,367 | 0.3% | 1.0 |
| 30 Jun 2026 | 432,274 | 1.3% | 1.8 |
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