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Security record · archived quarter

TIGR

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

4.10 +1.0% mkt cap $737.37M quote delayed (FMP) · as of Oct 20 22:08 UTC · separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
61Tracked holders
+1Δ holders
40.61MShares held
$388.19MReported value
+1New positions
−0Exits
Stable Conviction score 43/100 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +1.7% · share flow -7.3% · net new positions +1.6% · formula
Ownership fragmentation: more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 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 n/a
Q3 2025 13 -1 19.25M $205.44M n/a −1
Q2 2025 11 +1 12.28M $118.51M +1 n/a
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 n/a n/a
Q2 2024 7 n/a 3.36M $14.12M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Capital International Investors 5.01M n/a $47.85M 0.0% n/c 1 SEC ↗
2 Arrowstreet Capital ✦ 4.83M -10.7% $46.19M 0.0% ▼ Trim 5 SEC ↗
3 Group One Trading Llc 4.25M n/a $40.61M 1.2% n/c 1 SEC ↗
4 Susquehanna International Group, Llp 3.53M n/a $33.71M 0.0% n/c 1 SEC ↗
5 BlackRock ✦ (passive) 2.45M +7.4% $23.46M 0.0% ▲ Add 3 SEC ↗ ×6
6 Jane Street Group, Llc 2.38M n/a $22.75M 0.0% n/c 1 SEC ↗ ×3
7 Marshall Wace ✦ 2.02M +128.5% $19.30M 0.0% ▲ Add 7 SEC ↗ ×5
8 Bank Of America Corp /De/ 1.93M n/a $18.41M 0.0% n/c 1 SEC ↗ ×4
9 Man Group plc 1.91M n/a $18.23M 0.0% n/c 1 SEC ↗
10 Morgan Stanley ✦ 1.61M -20.5% $15.38M 0.0% ▼ Trim 2 SEC ↗ ×8
11 D. E. Shaw & Co. ✦ 1.29M -35.9% $12.36M 0.0% ▼ Trim 7 SEC ↗
12 Citadel Advisors ✦ 1.19M +14.0% $11.34M 0.0% ▲ Add 7 SEC ↗ ×2
13 Citigroup Inc 996.21K n/a $9.52M 0.0% n/c 1 SEC ↗ ×2
14 State Street Global Advisors ✦ (passive) 818.74K +5.2% $7.82M 0.0% ▲ Add 5 SEC ↗
15 Renaissance Technologies ✦ 775.50K +38.1% $7.41M 0.0% ▲ Add 4 SEC ↗
16 Walleye Trading LLC 658.62K n/a $6.30M 0.1% n/c 1 SEC ↗
17 Storebrand Asset Management As 635.50K n/a $6.08M 0.0% n/c 1 SEC ↗
18 Goldman Sachs Group ✦ 521.12K -66.9% $4.98M 0.0% ▼ Trim 2 SEC ↗ ×2
19 National Bank Of Canada /Fi/ 430.92K n/a $4.12M 0.0% n/c 1 SEC ↗ ×2
20 UBS Group AG 380.81K n/a $3.64M 0.0% n/c 1 SEC ↗ ×2
21 Simplex Trading, Llc 330.74K n/a $3.16M 0.1% n/c 1 SEC ↗
22 Envestnet Asset Management Inc 285.11K n/a $2.73M 0.0% n/c 1 SEC ↗
23 Bnp Paribas Financial Markets 249.20K n/a $2.38M 0.0% n/c 1 SEC ↗
24 JPMorgan Chase ✦ 238.37K -89.7% $2.28M 0.0% ▼ Trim 2 SEC ↗ ×4
25 Parallax Volatility Advisers, L.P. 230.22K n/a $2.20M 0.1% n/c 1 SEC ↗
26 Geode Capital Management ✦ (passive) 204.08K +13.4% $1.95M 0.0% ▲ Add 7 SEC ↗ ×2
27 Northern Trust Corp 196.34K n/a $1.88M 0.0% n/c 1 SEC ↗ ×4
28 LPL Financial LLC 155.45K n/a $1.49M 0.0% n/c 1 SEC ↗
29 Peak6 Llc 142.62K n/a $1.36M 0.0% n/c 1 SEC ↗ ×2
30 Invesco Ltd. 99.55K n/a $951,717 0.0% n/c 1 SEC ↗
31 Stifel Financial Corp 81.82K n/a $782,221 0.0% n/c 1 SEC ↗
32 Nuveen, LLC 77.10K n/a $737,076 0.0% n/c 1 SEC ↗
33 Bank of New York Mellon Corp 73.77K n/a $705,260 0.0% n/c 1 SEC ↗ ×3
34 Asset Management One Co., Ltd. 60.42K n/a $549,191 0.0% n/c 1 SEC ↗
35 Cetera Investment Advisers 50.17K n/a $479,606 0.0% n/c 1 SEC ↗
36 HighTower Advisors, LLC 49.49K n/a $473,172 0.0% n/c 1 SEC ↗
37 Millennium Management ✦ 49.47K -50.0% $472,924 0.0% ▼ Trim 7 SEC ↗
38 Pictet Asset Management Holding SA 42.10K n/a $402,476 0.0% n/c 1 SEC ↗
39 UBS AM, a distinct business unit of… 38.90K n/a $371,884 0.0% n/c 1 SEC ↗
40 Russell Investments Group, Ltd. 34.01K n/a $325,181 0.0% n/c 1 SEC ↗ ×4
41 Cwm, Llc 33.30K n/a $318,000 0.0% n/c 1 SEC ↗
42 Squarepoint Ops LLC 29.34K n/a $280,519 0.0% n/c 1 SEC ↗
43 Wellington Management ✦ 24.40K -69.9% $233,264 0.0% ▼ Trim 3 SEC ↗
44 Alliancebernstein L.P. 24.24K n/a $231,715 0.0% n/c 1 SEC ↗
45 Wells Fargo & Company/Mn 23.86K n/a $228,139 0.0% n/c 1 SEC ↗ ×2
46 Cibc World Market Inc. 22.65K n/a $216,572 0.0% n/c 1 SEC ↗
47 Two Sigma Investments ✦ 21.75K New $207,940 0.0% New 1 SEC ↗
48 Raymond James Financial Inc 19.77K n/a $189,011 0.0% n/c 1 SEC ↗ ×3
49 Truist Financial Corp 18.16K n/a $173,657 0.0% n/c 1 SEC ↗
50 Balyasny Asset Management L.P. 17.22K n/a $164,652 0.0% n/c 1 SEC ↗
51 Nomura Holdings Inc 15.50K n/a $148,180 0.0% n/c 1 SEC ↗
52 Legal & General Group Plc 12.86K n/a $122,927 0.0% n/c 1 SEC ↗
53 Osaic Holdings, Inc. 12.20K n/a $116,609 0.0% n/c 1 SEC ↗ ×2
54 Jones Financial Companies Lllp 11.98K n/a $114,538 0.0% n/c 1 SEC ↗
55 American Century Companies Inc 11.45K n/a $109,481 0.0% n/c 1 SEC ↗
56 Deutsche Bank Ag\ 6.07K n/a $58,058 0.0% n/c 1 SEC ↗
57 Royal Bank Of Canada 5.16K n/a $49,000 0.0% n/c 1 SEC ↗ ×2
58 Mirae Asset Global Investments Co.… 4.49K n/a $42,896 0.0% n/c 1 SEC ↗
59 Barclays Plc 2.50K n/a $23,900 0.0% n/c 1 SEC ↗
60 Rhumbline Advisers 1.32K n/a $12,645 0.0% n/c 1 SEC ↗
61 Optiver Holding B.V. 1 n/a $10 0.0% n/c 1 SEC ↗

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

New buyers

Two Sigma Investments $207,940 0.0%

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: Q4 2025 · Methodology · Get this via the API