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Security record · archived quarter

TIGR

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

5.46 +5.1% mkt cap $976.60M quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
55Tracked holders
-6Δ holders
31.87MShares held
$200.79MReported value
+7New positions
−13Exits
Strongly Falling Conviction score 22/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -9.8% · share flow -21.5% · net new positions -10.9%formula
Broad distribution — falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

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 · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Capital International Investors 5.28M +5.4% $33.24M 0.0% ▲ Add 2 SEC ↗
2 Arrowstreet Capital 4.02M -16.9% $25.30M 0.0% ▼ Trim 6 SEC ↗
3 BlackRock (passive) 2.90M +18.0% $18.24M 0.0% ▲ Add 4 SEC ↗
4 BlackRock (passive) 2.90M +18.0% $18.24M 0.0% ▲ Add 4 SEC ↗
5 BlackRock (passive) 2.90M +18.0% $18.24M 0.0% ▲ Add 4 SEC ↗
6 BlackRock (passive) 2.90M +18.0% $18.24M 0.0% ▲ Add 4 SEC ↗
7 BlackRock (passive) 2.90M +18.0% $18.24M 0.0% ▲ Add 4 SEC ↗
8 BlackRock (passive) 2.90M +18.0% $18.24M 0.0% ▲ Add 4 SEC ↗
9 Susquehanna International Group, Llp 2.76M -21.8% $17.36M 0.0% ▼ Trim 2 SEC ↗
10 Renaissance Technologies 1.78M +129.8% $11.23M 0.0% ▲ Add 5 SEC ↗
11 Nuveen, LLC 1.63M +2013.6% $10.27M 0.0% ▲ Add 2 SEC ↗
12 Bank Of America Corp /De/ 1.60M -16.9% $10.09M 0.0% ▼ Trim 2 SEC ↗
13 Bank Of America Corp /De/ 1.60M -16.9% $10.09M 0.0% ▼ Trim 2 SEC ↗
14 Goldman Sachs Group 1.55M +196.8% $9.75M 0.0% ▲ Add 3 SEC ↗
15 Goldman Sachs Group 1.55M +196.8% $9.75M 0.0% ▲ Add 3 SEC ↗
16 UBS Group AG 1.15M +203.1% $7.27M 0.0% ▲ Add 2 SEC ↗
17 UBS Group AG 1.15M +203.1% $7.27M 0.0% ▲ Add 2 SEC ↗
18 UBS Group AG 1.15M +203.1% $7.27M 0.0% ▲ Add 2 SEC ↗
19 UBS Group AG 1.15M +203.1% $7.27M 0.0% ▲ Add 2 SEC ↗
20 Man Group plc 1.06M -44.6% $6.65M 0.0% ▼ Trim 2 SEC ↗
21 Citigroup Inc 1.03M +3.3% $6.48M 0.0% ▲ Add 2 SEC ↗
22 Citigroup Inc 1.03M +3.3% $6.48M 0.0% ▲ Add 2 SEC ↗
23 Morgan Stanley 834.37K -48.1% $5.26M 0.0% ▼ Trim 3 SEC ↗
24 Morgan Stanley 834.37K -48.1% $5.26M 0.0% ▼ Trim 3 SEC ↗
25 Morgan Stanley 834.37K -48.1% $5.26M 0.0% ▼ Trim 3 SEC ↗
26 Morgan Stanley 834.37K -48.1% $5.26M 0.0% ▼ Trim 3 SEC ↗
27 Morgan Stanley 834.37K -48.1% $5.26M 0.0% ▼ Trim 3 SEC ↗
28 Morgan Stanley 834.37K -48.1% $5.26M 0.0% ▼ Trim 3 SEC ↗
29 Morgan Stanley 834.37K -48.1% $5.26M 0.0% ▼ Trim 3 SEC ↗
30 State Street Global Advisors (passive) 808.90K -1.2% $5.10M 0.0% ▼ Trim 6 SEC ↗
31 Qube Research & Technologies Ltd 759.16K New $4.78M 0.0% New 1 SEC ↗
32 Marshall Wace 735.74K -63.6% $4.64M 0.0% ▼ Trim 8 SEC ↗
33 Marshall Wace 735.74K -63.6% $4.64M 0.0% ▼ Trim 8 SEC ↗
34 Marshall Wace 735.74K -63.6% $4.64M 0.0% ▼ Trim 8 SEC ↗
35 Marshall Wace 735.74K -63.6% $4.64M 0.0% ▼ Trim 8 SEC ↗
36 Marshall Wace 735.74K -63.6% $4.64M 0.0% ▼ Trim 8 SEC ↗
37 Deutsche Bank Ag\ 537.07K +8743.5% $3.38M 0.0% ▲ Add 2 SEC ↗
38 Deutsche Bank Ag\ 537.07K +8743.5% $3.38M 0.0% ▲ Add 2 SEC ↗
39 D. E. Shaw & Co. 425.36K -67.1% $2.68M 0.0% ▼ Trim 8 SEC ↗
40 JPMorgan Chase 406.12K +70.4% $2.47M 0.0% ▲ Add 3 SEC ↗
41 JPMorgan Chase 406.12K +70.4% $2.47M 0.0% ▲ Add 3 SEC ↗
42 Northern Trust Corp 197.80K +0.7% $1.25M 0.0% ▲ Add 2 SEC ↗
43 Northern Trust Corp 197.80K +0.7% $1.25M 0.0% ▲ Add 2 SEC ↗
44 Northern Trust Corp 197.80K +0.7% $1.25M 0.0% ▲ Add 2 SEC ↗
45 Group One Trading Llc 194.49K -95.4% $1.23M 0.0% ▼ Trim 2 SEC ↗
46 Bnp Paribas Financial Markets 168.02K -32.6% $1.06M 0.0% ▼ Trim 2 SEC ↗
47 Asset Management One Co., Ltd. 159.77K +164.4% $1.01M 0.0% ▲ Add 2 SEC ↗
48 Geode Capital Management (passive) 156.47K -23.3% $985,728 0.0% ▼ Trim 8 SEC ↗
49 Geode Capital Management (passive) 156.47K -23.3% $985,728 0.0% ▼ Trim 8 SEC ↗
50 Hrt Financial Lp 142.68K New $898,000 0.0% New 1 SEC ↗
51 Hrt Financial Lp 142.68K New $898,000 0.0% New 1 SEC ↗
52 Boston Partners 135.98K New $856,700 0.0% New 1 SEC ↗
53 Squarepoint Ops LLC 124.14K +323.1% $782,069 0.0% ▲ Add 2 SEC ↗
54 Peak6 Llc 114.27K -19.9% $719,901 0.0% ▼ Trim 2 SEC ↗
55 Citadel Advisors 113.84K -90.4% $717,217 0.0% ▼ Trim 8 SEC ↗
56 IMC-Chicago, LLC 109.80K New $691,753 0.0% New 1 SEC ↗
57 Envestnet Asset Management Inc 106.79K -62.5% $672,796 0.0% ▼ Trim 2 SEC ↗
58 Walleye Trading LLC 103.99K -84.2% $655,156 0.0% ▼ Trim 2 SEC ↗
59 Invesco Ltd. 96.97K -2.6% $610,905 0.0% ▼ Trim 2 SEC ↗
60 Commonwealth Equity Services, Llc 96.73K New $609,370 0.0% New 1 SEC ↗
61 Bank of New York Mellon Corp 79.34K +7.5% $499,814 0.0% ▲ Add 2 SEC ↗
62 Bank of New York Mellon Corp 79.34K +7.5% $499,814 0.0% ▲ Add 2 SEC ↗
63 Bank of New York Mellon Corp 79.34K +7.5% $499,814 0.0% ▲ Add 2 SEC ↗
64 American Century Companies Inc 54.16K +372.9% $341,202 0.0% ▲ Add 2 SEC ↗
65 Russell Investments Group, Ltd. 53.18K +56.3% $335,025 0.0% ▲ Add 2 SEC ↗
66 Russell Investments Group, Ltd. 53.18K +56.3% $335,025 0.0% ▲ Add 2 SEC ↗
67 Russell Investments Group, Ltd. 53.18K +56.3% $335,025 0.0% ▲ Add 2 SEC ↗
68 Russell Investments Group, Ltd. 53.18K +56.3% $335,025 0.0% ▲ Add 2 SEC ↗
69 Wells Fargo & Company/Mn 52.79K +121.2% $332,596 0.0% ▲ Add 2 SEC ↗
70 Wells Fargo & Company/Mn 52.79K +121.2% $332,596 0.0% ▲ Add 2 SEC ↗
71 LPL Financial LLC 49.83K -67.9% $313,948 0.0% ▼ Trim 2 SEC ↗
72 Wellington Management 48.51K +98.8% $305,588 0.0% ▲ Add 4 SEC ↗
73 Pictet Asset Management Holding SA 42.10K 0.0% $265,230 0.0% Held 2 SEC ↗
74 UBS AM, a distinct business unit of… 38.90K 0.0% $245,070 0.0% Held 2 SEC ↗
75 Alliancebernstein L.P. 24.24K 0.0% $231,715 0.0% Held 2 SEC ↗
76 Millennium Management 35.76K -27.7% $225,275 0.0% ▼ Trim 8 SEC ↗
77 Legal & General Group Plc 30.28K +135.4% $190,638 0.0% ▲ Add 2 SEC ↗
78 Tudor Investment Corp Et Al 20.24K New $127,499 0.0% New 1 SEC ↗
79 Nomura Holdings Inc 15.50K 0.0% $97,650 0.0% Held 2 SEC ↗
80 Two Sigma Investments 14.20K -34.7% $89,460 0.0% ▼ Trim 2 SEC ↗
81 Jones Financial Companies Lllp 11.40K -4.9% $69,180 0.0% ▼ Trim 2 SEC ↗
82 Hsbc Holdings Plc 10.76K New $67,278 0.0% New 1 SEC ↗
83 Hsbc Holdings Plc 10.76K New $67,278 0.0% New 1 SEC ↗
84 Hsbc Holdings Plc 10.76K New $67,278 0.0% New 1 SEC ↗
85 Osaic Holdings, Inc. 8.60K -29.5% $54,188 0.0% ▼ Trim 2 SEC ↗
86 Royal Bank Of Canada 4.70K -8.9% $29,000 0.0% ▼ Trim 2 SEC ↗
87 Royal Bank Of Canada 4.70K -8.9% $29,000 0.0% ▼ Trim 2 SEC ↗
88 Mirae Asset Global Investments Co.… 4.53K +1.0% $28,558 0.0% ▲ Add 2 SEC ↗
89 Barclays Plc 3.39K +35.7% $21,376 0.0% ▲ Add 2 SEC ↗
90 Barclays Plc 3.39K +35.7% $21,376 0.0% ▲ Add 2 SEC ↗
91 Rhumbline Advisers 1.32K 0.0% $8,334 0.0% Held 2 SEC ↗
92 Cwm, Llc 171 -99.5% $1,077 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

Qube Research & Technologies… $4.78M 0.0%
Hrt Financial Lp $898,000 0.0%
Hrt Financial Lp $898,000 0.0%
Boston Partners $856,700 0.0%
IMC-Chicago, LLC $691,753 0.0%
Commonwealth Equity Services… $609,370 0.0%
Tudor Investment Corp Et Al $127,499 0.0%
Hsbc Holdings Plc $67,278 0.0%
Hsbc Holdings Plc $67,278 0.0%
Hsbc Holdings Plc $67,278 0.0%

Exited

Jane Street Group, Llc $22.75M was 0.0%
Storebrand Asset Management As $6.08M was 0.0%
National Bank Of Canada /Fi/ $4.12M was 0.0%
Simplex Trading, Llc $3.16M was 0.1%
Parallax Volatility Advisers… $2.20M was 0.1%
Stifel Financial Corp $782,221 was 0.0%
Cetera Investment Advisers $479,606 was 0.0%
HighTower Advisors, LLC $473,172 was 0.0%
Cibc World Market Inc. $216,572 was 0.0%
Raymond James Financial Inc $189,011 was 0.0%
Truist Financial Corp $173,657 was 0.0%
Balyasny Asset Management L.P. $164,652 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: Q1 2026 · Methodology · Get this via the API