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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
13Tracked holders
-1Δ holders
19.25MShares held
$205.44MReported value
+0New positions
−1Exits
Falling Conviction score 40/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -7.1% · share flow +5.8% · net new positions -7.7%formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025

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 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Arrowstreet Capital 5.41M +66.5% $57.70M 0.0% ▲ Add 4 SEC ↗
2 JPMorgan Chase 2.32M $24.79M 0.0% n/c 1 SEC ↗
3 JPMorgan Chase 2.32M $24.79M 0.0% n/c 1 SEC ↗
4 JPMorgan Chase 2.32M $24.79M 0.0% n/c 1 SEC ↗
5 JPMorgan Chase 2.32M $24.79M 0.0% n/c 1 SEC ↗
6 JPMorgan Chase 2.32M $24.79M 0.0% n/c 1 SEC ↗
7 JPMorgan Chase 2.32M $24.79M 0.0% n/c 1 SEC ↗
8 JPMorgan Chase 2.32M $24.79M 0.0% n/c 1 SEC ↗
9 JPMorgan Chase 2.32M $24.79M 0.0% n/c 1 SEC ↗
10 JPMorgan Chase 2.32M $24.79M 0.0% n/c 1 SEC ↗
11 JPMorgan Chase 2.32M $24.79M 0.0% n/c 1 SEC ↗
12 JPMorgan Chase 2.32M $24.79M 0.0% n/c 1 SEC ↗
13 JPMorgan Chase 2.32M $24.79M 0.0% n/c 1 SEC ↗
14 BlackRock (passive) 2.28M +1.8% $24.37M 0.0% ▲ Add 2 SEC ↗
15 BlackRock (passive) 2.28M +1.8% $24.37M 0.0% ▲ Add 2 SEC ↗
16 BlackRock (passive) 2.28M +1.8% $24.37M 0.0% ▲ Add 2 SEC ↗
17 BlackRock (passive) 2.28M +1.8% $24.37M 0.0% ▲ Add 2 SEC ↗
18 BlackRock (passive) 2.28M +1.8% $24.37M 0.0% ▲ Add 2 SEC ↗
19 BlackRock (passive) 2.28M +1.8% $24.37M 0.0% ▲ Add 2 SEC ↗
20 BlackRock (passive) 2.28M +1.8% $24.37M 0.0% ▲ Add 2 SEC ↗
21 Morgan Stanley 2.02M $21.59M 0.0% n/c 1 SEC ↗
22 Morgan Stanley 2.02M $21.59M 0.0% n/c 1 SEC ↗
23 Morgan Stanley 2.02M $21.59M 0.0% n/c 1 SEC ↗
24 Morgan Stanley 2.02M $21.59M 0.0% n/c 1 SEC ↗
25 Morgan Stanley 2.02M $21.59M 0.0% n/c 1 SEC ↗
26 Morgan Stanley 2.02M $21.59M 0.0% n/c 1 SEC ↗
27 Morgan Stanley 2.02M $21.59M 0.0% n/c 1 SEC ↗
28 Morgan Stanley 2.02M $21.59M 0.0% n/c 1 SEC ↗
29 D. E. Shaw & Co. 2.02M +54.2% $21.54M 0.0% ▲ Add 6 SEC ↗
30 Goldman Sachs Group 1.57M $16.79M 0.0% n/c 1 SEC ↗
31 Goldman Sachs Group 1.57M $16.79M 0.0% n/c 1 SEC ↗
32 Citadel Advisors 1.04M -47.0% $11.10M 0.0% ▼ Trim 6 SEC ↗
33 Marshall Wace 883.61K -5.7% $9.43M 0.0% ▼ Trim 6 SEC ↗
34 Marshall Wace 883.61K -5.7% $9.43M 0.0% ▼ Trim 6 SEC ↗
35 State Street Global Advisors (passive) 778.24K -6.2% $8.30M 0.0% ▼ Trim 4 SEC ↗
36 Renaissance Technologies 561.40K -56.1% $5.99M 0.0% ▼ Trim 3 SEC ↗
37 Geode Capital Management (passive) 180.01K +0.6% $1.92M 0.0% ▲ Add 6 SEC ↗
38 Geode Capital Management (passive) 180.01K +0.6% $1.92M 0.0% ▲ Add 6 SEC ↗
39 Millennium Management 98.92K +152.4% $1.06M 0.0% ▲ Add 6 SEC ↗
40 Wellington Management 81.17K +432.8% $866,127 0.0% ▲ Add 2 SEC ↗
41 Wellington Management 81.17K +432.8% $866,127 0.0% ▲ Add 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

Two Sigma Investments $2.31M 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: Q3 2025 · Methodology · Get this via the API