§ EQUITY
USDZKH
ZKH GROUP LTD
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
15 increased/new, 5 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| CANADA PENSION PLAN INVESTMENT BOARD | 10.6M | 0.0% | ±0% |
| FIL Ltd | 8.1M | 0.0% | +6% |
| Boundless Plain Holdings Ltd | 2.4M | 2.3% | ±0% |
| JPMORGAN CHASE & CO | 411K | n/a | +644% |
| Renaissance Technologies | 90K | 0.0% | −2% |
| Citadel Advisors | 66K | 0.0% | +138% |
◇ AC INTELLIGENCE
Top institutional owners for ZKH as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
QUALITY / COMPOUNDER85.5% · 3 holders
OTHER11.4% · 7 holders
DEALER / BANK2.0% · 4 holders
SYSTEMATIC / QUANT0.4% · 1 holder
PASSIVE / INDEX0.4% · 3 holders
TACTICAL / MACRO0.3% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for ZKH in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention ZKH yet.