Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Jumia Technologies AG (JMIA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -11
Streak
2Q ▼
Buyers last Q
50%

Smart Money Signals — JMIA

Based on 139 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their JMIA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 87% of 3.0Y peak

87% of all-time peak
139 funds currently hold this stock — 87% of the 3.0-year high of 160 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

76 buying76 selling
Last quarter: 76 funds bought or added vs 76 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 — ~25 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 34 → 43 → 29 → 25. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 22% medium ■ 24% new
74 out of 139 hedge funds have held JMIA 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.
📊

Peak discovery — momentum slowing

31 → 34 → 43 → 29 → 25 new funds/Q
New funds entering each quarter: 34 → 43 → 29 → 25. JMIA is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 64% veterans vs 25% newcomers

■ 64% veterans ■ 11% 1-2yr ■ 25% new
Entry-cohort mix of 151 holders: 97 (64%) are 2+ year veterans, 16 entered 1–2 years ago, and 38 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
25 of 135 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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 — JMIA

In 2026 Q2, 76 hedge funds were net buyers of JMIA (25 opened a new position, 51 added to an existing one), while 76 reduced or exited (40 trimmed, 36 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 20% of total institutional value in JMIA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -11 funds (more exits than new entries). Total institutional holders: 139.

Hedge Fund Ownership: JMIA

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

Market Analysis: JMIA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JMIA

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 1 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: JMIA
135 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 135 150 -10.0%
13F Shares 35M 40M -13.09%
Total Value $245M $281M -12.88%
New Positions 25 29 -4
Increased Positions 48 45 +3
Closed Positions 36 39 -3
Reduced Positions 37 49 -12
Total Calls 9 7 28.57%
Total Puts 7 5 40.0%
PUT/CALL Ratio 0.78 0.71 Neutral

Statistics: JMIA

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Institutional Holders (2026 Q2)

135 + investors

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

QUARTER:
Top 25 JMIA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fund 1 Investments, LLC 10.83% 9,262,377 $65.3M
2 General Equity Holdings LP 4.90% 1,163,922 $8.2M
3 Parsifal Capital Management, LP 4.01% 4,697,521 $33.1M
4 one8zero8, LLC 1.04% 745,000 $5.3M
5 MMCAP International Inc. SPC 0.49% 811,535 $5.7M
6 Revisor Wealth Management LLC 0.32% 190,350 $1.3M
7 Discovery Capital Management, LLC / Ct 0.20% 697,226 $4.9M
8 CenterBook Partners LP 0.18% 515,828 $3.6M
9 MYDA Advisors LLC 0.16% 151,682 $1.1M
10 Crawford Fund Management, LLC 0.13% 117,000 $825K
11 KR Capital LP 0.12% 176,923 $1.2M
12 Wealth Effects LLC 0.11% 58,560 $413K
13 EntryPoint Capital, LLC 0.11% 23,275 $163K
14 SBI Securities Co., Ltd. 0.06% 369,888 $2.6M
15 Cantor Fitzgerald, L. P. 0.06% 749,900 $5.3M
16 Clay Northam Wealth Management, LLC 0.05% 13,250 $93K
17 Key Client Fiduciary Advisors, LLC 0.04% 19,164 $135K
18 Samalin Investment Counsel, LLC 0.03% 15,714 $111K
19 WealthTrust Axiom LLC 0.02% 15,000 $106K
20 Cantor Fitzgerald, L. P. 0.02% 300,000 $2.1M
21 Shay Capital LLC 0.02% 50,000 $352K
22 Boston Standard Wealth Management, LLC 0.02% 21,084 $155K
23 Fox Run Management, L.L.C. 0.02% 18,462 $130K
24 Hood River Capital Management LLC 0.02% 410,726 $2.9M
25 Prelude Capital Management, LLC 0.02% 38,000 $268K
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 — Jumia Technologies AG (JMIA)

What does the Smart Money Trend signal show for JMIA?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their JMIA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for JMIA?

Slight buying edge — 50% buying: Last quarter: 76 funds bought or added vs 76 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 JMIA holders?

Strong quality — 20% AUM from major funds: 25 of 135 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held JMIA?

53% of holders stayed for 2+ years: 74 out of 139 hedge funds have held JMIA 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.

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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