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ZTO Express (Cayman) Inc.

ZTO Industrials
$22.12 $-0.12 (-0.54%)
Market Cap: $16.93 B
Gurus Holding
5
Popularity Rank
#1799
% of Shares Held
1.61%
Net Activity (Q1 2026)
-$2.25 M

Guru Ownership Trend

Guru Analysis for ZTO Express (Cayman) Inc. (ZTO)

ZTO Express (Cayman) Inc. (ZTO), a key player in the Industrials sector, continues to attract institutional attention.

As of Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $272.95 M.

Top institutional holders include Richard Pzena and Ken Fisher.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $2.25 M net outflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who increased their stake by 400.2%. Conversely, Steven Cohen reduced exposure by 49.0%.

Key Holders

Recent Activity Breakdown (Q1 2026)

+$14.28 M
Total Buy Value
New Buys 0
Additions 2
-$16.53 M
Total Sell Value
Reductions 3
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
2

FAQs for ZTO Express (Cayman) Inc. (ZTO)

Major holders include Richard Pzena ($187.79 M), Ken Fisher ($91.25 M), Renaissance Technologies (RenTech) ($15.58 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 12.34 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $2.25 M, with 2 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited ZTO. The total reported sell value was $16.53 M.

Yes, 0 managers opened new positions in ZTO, and 2 increased their existing holdings. The total reported buy value was $14.28 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.61% Reduce -1.6% 7,460,931 $187.79 M Q1 2026
0.03% Add 2.0% 3,625,352 $91.25 M Q1 2026
0.02% Add 400.2% 618,800 $15.58 M Q1 2026
0.02% Reduce -49.0% 556,278 $14 M Q1 2026
0.03% Reduce -2.8% 78,103 $1.97 M Q1 2026
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