Jul. 13 at 8:51 AM
$WRD starting to see signs of what I've posted about on 13F Filings suggesting WRD price action is saying Q2 will be the 3rd consecutive qtr of fewer inst holders. The full report on Q2 is due mid August.
Of 5 Fidelity Funds that had a Q1 position in WRD, 3 of those closed out entirely selling 2.4MM shares while 1 held and one reduced.
ARKQ reported a reduction of 1.21% with an average cost basis of
$9.29.
13 Filings are currently at 86MM shares hovering near Q2 2025 level. This happened as WeRide bought back 40MM shares. I also said I think Tony is doing the buyback to save WRD from
$3+
13F FILINGS BY QTR / # OF SHARES HELD BY ALL FILERS
Q4 2024 20 / 7.7MM SHARES
Q1 2025 39 / 9.9MM SHARES
Q2 2025 82 / 34.8MM SHARES
Q3 2025 130 / 65.0MM SHARES
Q4 2025 122 / 70.9MM SHARES (first decline in 13F filer)
Tony cannot run a production and sales company and Jennifer is wasted salary as Head of International + CFO with the rising net loss and huge A/R WeRide carries since the IPO.
