Aifu
AIFU on Nasdaq. Market value $63m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
None of the long-term investors we follow own it. 6 funds in all.
Largest holders overall
- Morgan Stanley$16,472
- BNP Paribas Financial Markets$8,872
- UBS Group AG$4,550New
- Simplex Trading$2,366New
- Royal Bank of Canada$1,000
- JPMorgan Chase$43New
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
3 investors own more than 5%.
- Expansion Group LtdPassive investorat least 63.4%+56.8 pts(filed with 1 related holder)Since 24 September 2026
What they said
The information set forth in Item 5 is hereby incorporated by reference into this Item 4. Item 4 of the Previous Schedule 13D is hereby amended and supplemented to add the following: The Reporting Persons acquired beneficial ownership of the Ordinary Shares as described in this…
Read the filing - YS Management Company LimitedPassive investorat least 29.8%−48.3 pts(filed with 1 related holder)Since 24 September 2026
What they said
The information set forth in Item 5 is hereby incorporated by reference into this Item 4. Item 4 is hereby amended and supplemented to add the following: This Amendment is filed to report that the Reporting Persons' aggregate percentage beneficial ownership and voting power in…
Read the filing - Good Silver LimitedPassive investorat least 3.2%−15.5 pts(filed with 1 related holder)Since 9 January 2026
What they said
The information set forth in Item 5 is hereby incorporated by reference into this Item 4. Item 4 is hereby amended and supplemented to add the following: This Amendment No. 2 is filed to report that the Reporting Persons' aggregate percentage beneficial ownership and voting…
Read the filing - Vanguard First LimitedPassive investorSold down below 5%Since 9 January 2026
What they said
The information set forth in Item 5 is hereby incorporated by reference into this Item 4. Item 4 is hereby amended and supplemented to add the following: This Amendment No. 2 is filed to report that the Reporting Persons' aggregate percentage beneficial ownership and voting…
Read the filing - Maase Inc.Passive investorSold down below 5%Since 9 January 2026
What they said
The information set forth in Item 5 is hereby incorporated by reference into this Item 4. Item 4 is hereby amended and supplemented to add the following: This Amendment No. 6 is filed to report that the Reporting Person's aggregate percentage beneficial ownership and voting…
Read the filing - Infinew LimitedSold down below 5%Since 9 January 2026
What they said
Item 4 is hereby amended and supplemented to add the following: This Amendment No 3.is filed to report that the Reporting Persons' aggregate percentage beneficial ownership and voting power in the Issuer was diluted as a result of the Issuer's issuance of shares as described in…
Read the filing
| Holder | Stake | Since | |
|---|---|---|---|
Expansion Group Ltd Passive investor | at least 63.4%+56.8 pts (filed with 1 related holder) | 24 September 2026 | What they saidThe information set forth in Item 5 is hereby incorporated by reference into this Item 4. Item 4 of the Previous Schedule 13D is hereby amended and supplemented to add the following: The Reporting Persons acquired beneficial ownership of the Ordinary Shares as described in this… Read the filing |
YS Management Company Limited Passive investor | at least 29.8%−48.3 pts (filed with 1 related holder) | 24 September 2026 | What they saidThe information set forth in Item 5 is hereby incorporated by reference into this Item 4. Item 4 is hereby amended and supplemented to add the following: This Amendment is filed to report that the Reporting Persons' aggregate percentage beneficial ownership and voting power in… Read the filing |
Good Silver Limited Passive investor | at least 3.2%−15.5 pts (filed with 1 related holder) | 9 January 2026 | What they saidThe information set forth in Item 5 is hereby incorporated by reference into this Item 4. Item 4 is hereby amended and supplemented to add the following: This Amendment No. 2 is filed to report that the Reporting Persons' aggregate percentage beneficial ownership and voting… Read the filing |
Vanguard First Limited Passive investor | Sold down below 5% | 9 January 2026 | What they saidThe information set forth in Item 5 is hereby incorporated by reference into this Item 4. Item 4 is hereby amended and supplemented to add the following: This Amendment No. 2 is filed to report that the Reporting Persons' aggregate percentage beneficial ownership and voting… Read the filing |
Maase Inc. Passive investor | Sold down below 5% | 9 January 2026 | What they saidThe information set forth in Item 5 is hereby incorporated by reference into this Item 4. Item 4 is hereby amended and supplemented to add the following: This Amendment No. 6 is filed to report that the Reporting Person's aggregate percentage beneficial ownership and voting… Read the filing |
Infinew Limited | Sold down below 5% | 9 January 2026 | What they saidItem 4 is hereby amended and supplemented to add the following: This Amendment No 3.is filed to report that the Reporting Persons' aggregate percentage beneficial ownership and voting power in the Issuer was diluted as a result of the Issuer's issuance of shares as described in… Read the filing |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
We have no insider filings for this company yet.
From Form 4 filings: insiders must report trades in their own company's shares within two days.
Warning signs in its filings
Problems the company itself reported to the SEC, in its own words.
Aifu doesn’t file a US annual report (10-K), so we haven’t checked it.
A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.