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: −$2.32M (9 inflow days, 11 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 29.0% of shares outstanding.
Reported short interest has fallen from 5.03% to 3.98% of float over the last 6 biweekly reports (30 Jun 2026 to 15 Sep 2026).
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| Axian Telecom Holding and Management PLC | Private Company | 2026/Q3 | +905,797 | 10.5% |
| Parsifal Capital Management, LP | Hedge Fund | 2026/Q3 | +1,211,621 | 3.8% |
| MM Asset Management Inc | Hedge Fund | 2026/Q3 | +811,535 | 0.7% |
| Arrowstreet Capital, Limited Partnership | Mutual Fund | 2026/Q3 | +754,565 | 0.6% |
| Tudor Investment Corporation | Hedge Fund | 2026/Q3 | +711,404 | 1.0% |
| One8zero8, LLC | Mutual Fund | 2026/Q3 | +436,300 | 0.6% |
| General Equity Holdings LP | Hedge Fund | 2026/Q3 | +319,836 | 0.9% |
| Centerbook Partners LP | Hedge Fund | 2026/Q3 | +305,109 | 0.4% |
| Franklin Resources | Mutual Fund | 2026/Q3 | +217,800 | 0.5% |
| KR Capital LP | Hedge Fund | 2026/Q3 | +176,923 | 0.1% |
| Susquehanna International Group, LLP | Private Company | 2026/Q3 | +160,455 | 0.6% |
| Hood River Capital Management LLC | Mutual Fund | 2026/Q3 | +155,944 | 0.3% |
| Nuveen Investments | Mutual Fund | 2026/Q3 | +97,078 | 0.1% |
| XTX Markets Limited | Private Company | 2026/Q3 | +84,874 | 0.1% |
| CM-CIC Asset Management SA | Mutual Fund | 2026/Q3 | +55,000 | 0.0% |
Institutional buy/sell activity by reporting period, largest moves first.
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 11 Aug 2026 | Axian Telecom Holding and Management PLC | Private Acquisition | +905,797 | – | 13,119,635 | |
| 17 May 2026 | Antoine Maillet-Mezeray | Executive VP of Finance & Operations and Member of Management Board | Open Market Disposition | -20,000 | $7.09 | 279,992 |
| 14 May 2026 | Benjamin Faw | Initial Statement of Beneficial | +0 | – | 21,800 | |
| 17 Mar 2026 | Jonathan Klein | Independent Chairman of the Supervisory Board | Initial Statement of Beneficial | +0 | – | 150,137 |
| 17 Mar 2026 | Blaise Judja-Sato | Member of the Supervisory Board | Initial Statement of Beneficial | +0 | – | 16,000 |
| 17 Mar 2026 | Antoine Maillet-Mezeray | Executive VP of Finance & Operations and Member of Management Board | Initial Statement of Beneficial | +0 | – | 299,992 |
| 17 Mar 2026 | Pierre-Yves Calloc'h | Officer | Initial Statement of Beneficial | +0 | – | 52,499 |
| 17 Mar 2026 | Axian Telecom Holding and Management PLC | Initial Statement of Beneficial | +0 | – | 12,213,838 | |
| 17 Mar 2026 | Francis Dufay | CEO & Member of Management Board | Initial Statement of Beneficial | +0 | – | 255,425 |
| 14 Sep 2025 | Antoine Maillet-Mezeray | Executive VP of Finance & Operations and Member of Management Board | Intent to Sell (Form 144) | -15,000 | $9.91 | – |
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 | 5,320,360 | 4.0% | 3.4 |
| 31 Aug 2026 | 5,745,951 | 4.3% | 3.2 |
| 14 Aug 2026 | 6,993,506 | 5.6% | 2.9 |
| 31 Jul 2026 | 7,838,279 | 6.3% | 4.6 |
| 15 Jul 2026 | 6,118,394 | 4.9% | 4.8 |
| 30 Jun 2026 | 6,229,614 | 5.0% | 3.3 |
No comments yet — be the first to weigh in on JMIA.