Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Yunji Inc (YJ)

8 + Investors. Track Smart Money conviction in YJ. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
50%

Smart Money Signals — YJ

Based on 8 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 89% of 3.0Y peak

89% of all-time peak
8 funds currently hold this stock — 89% of the 3.0-year high of 9 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding YJ is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

2 buying2 selling
Last quarter: 2 funds bought or added vs 2 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 0 → 2 → 0 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 25% medium ■ 12% new
5 out of 8 hedge funds have held YJ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+28% value, -0% shares)

Value
+27%
Shares
+0%
Last quarter: total value of institutional YJ holdings rose +28% even though funds reduced share count by 0%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
⚠️

Saturation — most institutions already know this story

0 → 0 → 2 → 0 → 1 new funds/Q
New funds entering each quarter: 0 → 2 → 0 → 1. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Veteran-anchored — 62% veterans vs 12% newcomers

■ 62% veterans ■ 25% 1-2yr ■ 12% new
Entry-cohort mix of 8 holders: 5 (62%) are 2+ year veterans, 2 entered 1–2 years ago, and 1 (12%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
3 of 8 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — YJ

In 2026 Q1, 2 hedge funds were net buyers of YJ (1 opened a new position, 1 added to an existing one), while 2 reduced or exited (1 trimmed, 1 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 8.

Hedge Fund Ownership: YJ

How many hedge funds hold YJ — quarterly history vs. share price
Quarterly hedge fund ownership of YJ vs. share price

Market Analysis: YJ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: YJ

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Yunji Inc (YJ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much YJ has moved relative to its sector benchmark (XLY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
YJ
nan%
XLY
nan%

YJ outperformed XLY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
YJ
nan%
XLY
nan%

Since the filing became public, YJ outperformed XLY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: YJ
8 + Investors

Track Smart Money conviction in YJ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 8 8 -
13F Shares 216M 216M -0.0%
Total Value $873K $684K 27.62%
New Positions 1 0 +1
Increased Positions 1 0 +1
Closed Positions 1 1 -
Reduced Positions 1 2 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: YJ

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Institutional Holders (2026 Q1)

8 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in YJ. Verified SEC 13F-HR filings.

QUARTER:
Top 7 YJ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TB Alternative Assets Ltd. 0.01% 32,250 $49K
2 Caitong International Asset Management Co., Ltd 0.00% 2 —
3 Morgan Stanley 0.00% 5,479 $8K
4 SBI Securities Co., Ltd. 0.00% 5 —
5 UBS Group AG 0.00% 717 $1K
6 Federation des caisses Desjardins du Quebec 0.00% 10 —
7 Rhumbline Advisers 0.00% 38 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Yunji Inc (YJ)

What does the Smart Money Trend signal show for YJ?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for YJ?

Slight buying edge — 50% buying: Last quarter: 2 funds bought or added vs 2 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for YJ holders?

Smaller funds dominant — 1% AUM from top-100: 3 of 8 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held YJ?

62% of holders stayed for 2+ years: 5 out of 8 hedge funds have held YJ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Yunji Inc (YJ) following the 2026 Q1 hedge fund 13F filings?

As of today, YJ has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), YJ has gained nan% vs nan% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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