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Security record · archived quarter

TIGR

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

5.46 -0.1% mkt cap $975.71M quote delayed (FMP) · as of Aug 26 20:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
9Tracked holders
+1Δ holders
10.98MShares held
$70.90MReported value
+2New positions
−1Exits
Strongly Rising Conviction score 63/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +12.5% · share flow +30.0% · net new positions +11.1%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 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 · Q4 2024
#ManagerSharesΔ sharesValueTheir weightHeld
1 Marshall Wace 5.60M +492.4% $36.17M 0.0% ▲ Add 3 SEC ↗
2 Marshall Wace 5.60M +492.4% $36.17M 0.0% ▲ Add 3 SEC ↗
3 Marshall Wace 5.60M +492.4% $36.17M 0.0% ▲ Add 3 SEC ↗
4 Marshall Wace 5.60M +492.4% $36.17M 0.0% ▲ Add 3 SEC ↗
5 Two Sigma Investments 1.82M +808.5% $11.74M 0.0% ▲ Add 3 SEC ↗
6 Millennium Management 1.62M +2631.2% $10.47M 0.0% ▲ Add 3 SEC ↗
7 State Street Global Advisors (passive) 727.87K $4.70M 0.0% n/c 1 SEC ↗
8 Citadel Advisors 564.75K -16.9% $3.65M 0.0% ▼ Trim 3 SEC ↗
9 Citadel Advisors 564.75K -16.9% $3.65M 0.0% ▼ Trim 3 SEC ↗
10 D. E. Shaw & Co. 327.98K -60.5% $2.12M 0.0% ▼ Trim 3 SEC ↗
11 Point72 Asset Management 123.24K New $796,124 0.0% New 1 SEC ↗
12 Geode Capital Management (passive) 122.64K +49.9% $792,279 0.0% ▲ Add 3 SEC ↗
13 Geode Capital Management (passive) 122.64K +49.9% $792,279 0.0% ▲ Add 3 SEC ↗
14 Arrowstreet Capital 70.72K New $456,832 0.0% New 1 SEC ↗

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

New buyers

Point72 Asset Management $796,124 0.0%
Arrowstreet Capital $456,832 0.0%

Exited

Renaissance Technologies $300,557 was 0.0%

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: Q4 2024 · Methodology · Get this via the API