Steven Cohen's ZTO Position Overview
Steven Cohen (via Point72 Asset Management, L.P.) currently holds 556,278 shares of ZTO Express (Cayman) Inc. (ZTO) worth $14 M, representing 0.02% of the portfolio. First purchased in 2016-Q4, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, Steven Cohen has maintained a strategic position in ZTO, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 1.09 M shares. Largest reduction occurred in Q1 2026, reducing 534,956 shares.
Analysis based on 13F filings available since 2013 Q2
Steven Cohen's ZTO Express (Cayman) (ZTO) Holding Value Over Time
Track share changes against reported price movement
Quarterly ZTO Express (Cayman) (ZTO) Trades by Steven Cohen
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -534,956 | Reduce 49.02% | 556,278 | $25.17 |
| Q4 2025 | +1.09 M | New Buy | 1.09 M | $20.89 |
| Q4 2024 | -500,894 | Sold Out | 0 | $0.00 |
| Q3 2024 | +500,894 | New Buy | 500,894 | $24.77 |
| Q2 2024 | -141,124 | Sold Out | 0 | $0.00 |
| Q1 2024 | +141,124 | New Buy | 141,124 | $20.94 |
| Q4 2023 | -28 | Sold Out | 0 | $0.00 |
| Q3 2023 | -227,907 | Reduce 99.99% | 28 | $24.18 |
| Q2 2023 | +227,935 | New Buy | 227,935 | $25.08 |
| Q4 2022 | -300 | Sold Out | 0 | $0.00 |
| Q3 2022 | +300 | New Buy | 300 | $23.33 |
| Q1 2022 | -4,500 | Sold Out | 0 | $0.00 |
| Q4 2021 | +4,500 | New Buy | 4,500 | $28.22 |
| Q4 2019 | -11,900 | Sold Out | 0 | $0.00 |
| Q3 2019 | -408,425 | Reduce 97.17% | 11,900 | $21.34 |
| Q2 2019 | +49,764 | Add 13.43% | 420,325 | $19.12 |
| Q1 2019 | +61,611 | Add 19.94% | 370,561 | $18.28 |
| Q4 2018 | +308,950 | New Buy | 308,950 | $15.83 |
| Q3 2018 | -76,100 | Sold Out | 0 | $0.00 |
| Q2 2018 | +68,300 | Add 875.64% | 76,100 | $20.00 |
| Q1 2018 | +7,800 | New Buy | 7,800 | $15.00 |
| Q1 2017 | -400,000 | Sold Out | 0 | $0.00 |
| Q4 2016 | +400,000 | New Buy | 400,000 | $12.07 |
Steven Cohen's ZTO Express (Cayman) Investment FAQs
Steven Cohen first purchased ZTO Express (Cayman) Inc. (ZTO) in Q4 2016, acquiring 400,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steven Cohen has held ZTO Express (Cayman) Inc. (ZTO) for 23 quarters since Q4 2016.
Steven Cohen's largest addition to ZTO Express (Cayman) Inc. (ZTO) was in Q4 2025, adding 1,091,234 shares worth $22.8 M.
According to the latest 13F filing for Q1 2026, Steven Cohen's firm, Point72 Asset Management, L.P., owns 556,278 shares of ZTO Express (Cayman) Inc. (ZTO), valued at approximately $14 M.
As of the Q1 2026 filing, ZTO Express (Cayman) Inc. (ZTO) represents approximately 0.02% of Steven Cohen's publicly disclosed stock portfolio, making it one of their key holdings.
Steven Cohen's peak holding in ZTO Express (Cayman) Inc. (ZTO) was 1,091,234 shares, as reported at the end of Q4 2025.