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Security record · archived quarter

TIGR

UP Fintech Holding Ltd. Sponsored ADR Class A · Financial Services · Financial - Capital Markets

5.31 -2.8% mkt cap $949.06M quote delayed (FMP) · as of Aug 26 19:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
7Tracked holders
0Δ holders
2.85MShares held
$15.23MReported value
+0New positions
−0Exits
Falling How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -15.1% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 49 -5 24.71M $108.78M +4 −9
Q1 2026 55 -6 31.87M $200.79M +7 −13
Q4 2025 61 +1 40.61M $388.19M +1
Q3 2025 13 -1 19.25M $205.44M −1
Q2 2025 11 +1 12.28M $118.51M +1
Q1 2025 9 0 13.07M $112.25M +1 −1
Q4 2024 9 +1 10.98M $70.90M +2 −1
Q3 2024 7 0 2.85M $15.23M
Q2 2024 7 3.36M $14.12M
Holder count
Who holds it · Q3 2024
#ManagerSharesΔ sharesValueTheir weightHeld
1 Marshall Wace 945.16K -15.0% $5.05M 0.0% ▼ Trim 2 SEC ↗
2 Marshall Wace 945.16K -15.0% $5.05M 0.0% ▼ Trim 2 SEC ↗
3 Marshall Wace 945.16K -15.0% $5.05M 0.0% ▼ Trim 2 SEC ↗
4 D. E. Shaw & Co. 830.18K -44.8% $4.43M 0.0% ▼ Trim 2 SEC ↗
5 Citadel Advisors 679.73K +131.5% $3.63M 0.0% ▲ Add 2 SEC ↗
6 Two Sigma Investments 200.09K +616.6% $1.07M 0.0% ▲ Add 2 SEC ↗
7 Geode Capital Management (passive) 81.84K +5.2% $437,035 0.0% ▲ Add 2 SEC ↗
8 Geode Capital Management (passive) 81.84K +5.2% $437,035 0.0% ▲ Add 2 SEC ↗
9 Millennium Management 59.35K -76.5% $316,934 0.0% ▼ Trim 2 SEC ↗
10 Renaissance Technologies 56.28K -39.1% $300,557 0.0% ▼ Trim 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1 holders, 27.40K shares, $172 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q3 2024 · Methodology · Get this via the API