# AIFU Inc. (AIFU)

> Source: Nexqual · https://nexqual.com/AIFU · data as of 2026-10-28 20:00 UTC · cite as "Nexqual, AIFU Inc. (AIFU), nexqual.com/AIFU" · informational, not investment advice.

## AIFU major shareholder filing: Schedule 13D/A, Oct 14, 2026
Expansion Group Ltd, Ileana Zhao filed a Schedule 13D/A on Oct 14, 2026, reporting up to 16.76% of the class (more than 5% owner that may seek to influence the company). Item 4, Purpose of Transaction, quoted:

> 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: This Amendment is filed to report that the Reporting Persons' aggregate percentage beneficial ownership and voting power in the Issuer were diluted as a result of the Issuer's issuance of shares as described in Item 5 below.

Source: https://www.sec.gov/Archives/edgar/data/1413855/000121390026109229/0001213900-26-109229-index.htm

**Price:** USD 10.41 (-0.86% on the day) · last close of Oct 28, 2026; US market closed, not a live price. Prev close 10.5 · day 10.35–10.41 · 52w 8.17–102 · market cap $530M · NMS

## Key facts
- Analysts: None.
- Total return with dividends: 1Y -89.0% vs S&P 500 +13.6%; 5Y -99.8% vs S&P 500 +79.8%.

## Analysts
Consensus None.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-29) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | -89.0% | -99.8% |
| S&P 500 (SPY) | +13.6% | +79.8% |
| Per year | -89.1% | -71.0% |
| Volatility (annualized) | 146.5% | 98.5% |
| Max drawdown | -91.0% (Oct 2025→Sep 2026) | -99.8% (Nov 2021→Sep 2026) |

## Peers (Insurance Brokers)
CRD-A (Crawford & Company) USD 12.34 -2.68% · TREE (LendingTree, Inc.) USD 26.52 +1.18% · TWFG (TWFG, Inc.) USD 27.28 +0.11% · GSHD (Goosehead Insurance, Inc.) USD 46.3 +0.33% · LIFE (Ethos Technologies Inc.) USD 42.83 +0.71% · NP (Neptune Insurance Holdings Inc.) USD 29.48 +0.03%

## More
Full page: https://nexqual.com/AIFU · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)

Named in AIFU's own 20-F filed 2026-04-28 (https://www.sec.gov/Archives/edgar/data/1413855/000121390026048631/ea0286621-20f_aifu.htm):

| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Sinatay Life Insurance | "31, 2025, our top five insurance company partners were Sinatay Life Insurance Co., Ltd., or Sinatay, Aeon Life Insurance Co., Ltd., or" |
| Partner | Aeon Life Insurance | "31, 2025, our top five insurance company partners were Sinatay Life Insurance Co., Ltd., or Sinatay, Aeon Life Insurance Co., Ltd., or" |
| Partner | Puyi Enterprise Management Advisory | "we entered into a framework strategic partnership agreement, or the Agreement, with Puyi Enterprise Management Advisory Co., Ltd., or" |
| Partner | Nova Lumina | "we entered into a transaction agreement with Nova Lumina Limited ("Nova"), and its existing shareholders, YS Management Company" |
| Partner | YS Management Company | "we entered into a transaction agreement with Nova Lumina Limited ("Nova"), and its existing shareholders, YS Management Company" |

Other companies that name AIFU in their own reports (relationship from AIFU's side):

| Relationship | Company | Their filing | Sentence |
|---|---|---|---|
| partner | Maase Inc. (MAAS) | 20-F 2026-10-26 | "On December 22, 2023, the Company entered into a share repurchase agreement with AIFU, pursuant to which the Company agreed to repurchase all of the 4.46% equity interests (see details in Note 20)." |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter | — | — | — | $0 | — |
| Next quarter | — | — | — | $0 | — |
| Current fiscal year | — | — | — | $0 | — |
| Next fiscal year | — | — | — | $0 | — |

## Recent SEC filings (last 120 days)
| Filed | Form | What it says | Filing |
|---|---|---|---|
| 2026-10-21 | 6-K | Current report (foreign issuer) · period ended Oct 21, 2026 | https://www.sec.gov/Archives/edgar/data/1413855/000121390026111206/0001213900-26-111206-index.htm |
| 2026-10-14 | Schedule 13D/A | Expansion Group Ltd, Ileana Zhao: 16.8% of shares, 5%+ holder that may seek to influence the company (amended) — “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: This Amendment is filed to report that the Reporting Persons' aggregate percentage beneficial…” | https://www.sec.gov/Archives/edgar/data/1413855/000121390026109229/0001213900-26-109229-index.htm |
| 2026-10-14 | Schedule 13D/A | YS Management Company Limited, Yif Liu: 7.9% of shares, 5%+ holder that may seek to influence the company (amended) — “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…” | https://www.sec.gov/Archives/edgar/data/1413855/000121390026109228/0001213900-26-109228-index.htm |
| 2026-10-13 | 6-K | Current report (foreign issuer) · period ended Oct 13, 2026 | https://www.sec.gov/Archives/edgar/data/1413855/000121390026108740/0001213900-26-108740-index.htm |
| 2026-09-29 | 6-K | Current report (foreign issuer) · period ended Jun 30, 2026 | https://www.sec.gov/Archives/edgar/data/1413855/000121390026104346/0001213900-26-104346-index.htm |
| 2026-09-28 | Schedule 13D/A | Expansion Group Ltd, Ileana Zhao: 63.4% of shares, 5%+ holder that may seek to influence the company (amended) — “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…” | https://www.sec.gov/Archives/edgar/data/1413855/000121390026104075/0001213900-26-104075-index.htm |
| 2026-09-28 | Schedule 13D/A | YS Management Company Limited, Yif Liu: 29.8% of shares, 5%+ holder that may seek to influence the company (amended) — “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…” | https://www.sec.gov/Archives/edgar/data/1413855/000121390026104074/0001213900-26-104074-index.htm |
| 2026-09-24 | 6-K | Current report (foreign issuer) · period ended Sep 24, 2026 | https://www.sec.gov/Archives/edgar/data/1413855/000121390026103063/0001213900-26-103063-index.htm |
| 2026-09-24 | 6-K | Current report (foreign issuer) · period ended Sep 24, 2026 | https://www.sec.gov/Archives/edgar/data/1413855/000121390026102860/0001213900-26-102860-index.htm |
| 2026-09-09 | 6-K | Current report (foreign issuer) · period ended Sep 9, 2026 | https://www.sec.gov/Archives/edgar/data/1413855/000121390026098418/0001213900-26-098418-index.htm |
| 2026-08-31 | 6-K | Current report (foreign issuer) · period ended Aug 31, 2026 | https://www.sec.gov/Archives/edgar/data/1413855/000121390026095395/0001213900-26-095395-index.htm |
| 2026-08-17 | 6-K | Current report (foreign issuer) · period ended Aug 17, 2026 | https://www.sec.gov/Archives/edgar/data/1413855/000121390026090495/0001213900-26-090495-index.htm |
Source: SEC EDGAR. Quotes are the opening words of each item as filed.
