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Disclosery

Janus Henderson: YMM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Janus Henderson on YMM, newest first. How the timeline and the estimate are built.

Janus Henderson held 3,942,664 YMM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,942,664 shares
    Share basis changed not comparable

    Membership change: Jupiter Topco LLC joined the group. 0.01% of the 13F portfolio, value $32,000,265.

    13F-HR 0001085146-26-000611 filed by Jupiter Topco LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 1,392,466 shares
    Change vs previous 13F -828,738 shares

    0.01% of the 13F portfolio, value $11,544,589.

    13F-HR/A 0001085146-26-000420 filed by JANUS HENDERSON GROUP PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,221,204 shares
    Change vs previous 13F -495,756 shares

    0.01% of the 13F portfolio, value $23,805,329.

    13F-HR 0001085146-26-000226 filed by JANUS HENDERSON GROUP PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,716,960 shares
    Change vs previous 13F -248,000 shares

    0.02% of the 13F portfolio, value $35,229,486.

    13F-HR 0001085146-25-005993 filed by JANUS HENDERSON GROUP PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,964,960 shares
    Change vs previous 13F +10,865 shares

    0.02% of the 13F portfolio, value $35,005,995.

    13F-HR 0001085146-25-005104 filed by JANUS HENDERSON GROUP PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,954,095 shares
    Change vs previous 13F +24,271 shares

    0.02% of the 13F portfolio, value $38,097,543.

    13F-HR 0001085146-25-003208 filed by JANUS HENDERSON GROUP PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,929,824 shares
    Change vs previous 13F -4,995,133 shares

    0.02% of the 13F portfolio, value $31,690,399.

    13F-HR 0001085146-25-001531 filed by JANUS HENDERSON GROUP PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,924,957 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $71,390,035.

    13F-HR 0001085146-24-005765 filed by JANUS HENDERSON GROUP PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).