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TIGR — UP FINTECH HLDG LTD

Reported value held$98.36M
Funds holding (latest)31
SectorFinancials
Funds holding (Q2 2026)21
Institutional value$83.06M · 18.88M sh
New / Add / Cut / Exit1 / 8 / 11 / 2
Top-5 / Top-10 concentration57.8% / 87.3%
Institutional holdings change Accumulating +0.6% (+114.96K sh)
Institutional value change Down -29.7%

As of Q2 2026, 21 SEC-registered investment managers reported holding TIGR (UP FINTECH HLDG LTD) in their latest 13F filings, with a combined reported value of $83.06M across 18.88M shares. That is +0.6% by share count (+114.96K shares) versus the previous quarter, while reported value moved -29.7%. Ownership is concentrated: the five largest holders account for 57.8% of reported value and the top ten for 87.3%.

Compared with the prior quarter, 1 opened new positions, 8 added to existing stakes, 11 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

TIGR is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 21 funds

FundSharesValuePortfolio WeightChange
Renaissance Technologies history 3.32M $14.61M 0.02% Add
Arrowstreet Capital history 2.16M $9.51M 0.00% Reduce
BlackRock Inc history 2.04M $8.99M 0.00% Reduce
Citadel Advisors history 1.75M $7.72M 0.00% Add
Morgan Stanley history 1.63M $7.17M 0.00% Add
Point72 Asset Management history 1.40M $6.15M 0.01% Add
Millennium Management history 1.31M $5.78M 0.00% Add
Marshall Wace history 1.15M $5.04M 0.00% Add
Goldman Sachs Group history 979.81K $4.31M 0.00% Reduce
UBS Group AG history 728.11K $3.20M 0.00% Reduce
Citigroup Inc history 639.21K $2.81M 0.00% Reduce
Deutsche Bank AG history 540.18K $2.38M 0.00% Add
Two Sigma Investments history 520.20K $2.29M 0.00% Add
Bank of America Corp history 180.84K $795.70K 0.00% Reduce
Northern Trust Corp history 163.72K $720.38K 0.00% Reduce
Geode Capital Management history 154.99K $681.96K 0.00% Reduce
D. E. Shaw & Co history 81.15K $357.04K 0.00% Reduce
BNY Mellon history 75.90K $333.98K 0.00% Reduce
Legal & General Investment Management America history 30.28K $133.38K 0.00% Hold
JPMorgan Chase & Co history 13.85K $62.59K 0.00% New
Wells Fargo & Co history 948 $4.17K 0.00% Reduce

Q1 2026 — 22 funds

FundSharesValuePortfolio WeightChange
Arrowstreet Capital history 4.02M $25.30M 0.01% Reduce
BlackRock Inc history 2.90M $18.24M 0.00% Add
Renaissance Technologies history 1.78M $11.23M 0.02% Add
Bank of America Corp history 1.60M $10.09M 0.00% Reduce
Goldman Sachs Group history 1.55M $9.75M 0.00% Add
UBS Group AG history 1.33M $8.37M 0.00% Add
Citadel Advisors history 1.13M $7.13M 0.00% Reduce
Citigroup Inc history 1.03M $6.48M 0.00% Add
Morgan Stanley history 834.37K $5.26M 0.00% Reduce
Marshall Wace history 735.74K $4.64M 0.01% Reduce
Deutsche Bank AG history 537.07K $3.38M 0.00% Add
D. E. Shaw & Co history 425.36K $2.68M 0.00% Reduce
Northern Trust Corp history 197.80K $1.25M 0.00% Add
Point72 Asset Management history 187.10K $1.18M 0.00% Add
Geode Capital Management history 156.47K $985.73K 0.00% Reduce
Invesco Ltd history 96.97K $610.90K 0.00% Reduce
BNY Mellon history 79.34K $499.81K 0.00% Add
Wells Fargo & Co history 52.79K $332.60K 0.00% Add
Wellington Management Group history 48.51K $305.59K 0.00% Add
Millennium Management history 35.76K $225.28K 0.00% Reduce
Legal & General Investment Management America history 30.28K $190.64K 0.00% Add
Two Sigma Investments history 14.20K $89.46K 0.00% Reduce

Q4 2025 — 24 funds

FundSharesValuePortfolio WeightChange
Arrowstreet Capital history 4.83M $46.19M 0.03% Reduce
Citadel Advisors history 2.85M $27.26M 0.00% Reduce
BlackRock Inc history 2.45M $23.46M 0.00% Add
Marshall Wace history 2.02M $19.30M 0.02% Add
Bank of America Corp history 1.93M $18.41M 0.00% Add
Morgan Stanley history 1.61M $15.38M 0.00% Reduce
D. E. Shaw & Co history 1.58M $15.09M 0.01% Reduce
Citigroup Inc history 996.21K $9.52M 0.00% Reduce
Renaissance Technologies history 775.50K $7.41M 0.01% Add
Goldman Sachs Group history 521.12K $4.98M 0.00% Reduce
UBS Group AG history 404.81K $3.87M 0.00% Reduce
JPMorgan Chase & Co history 238.37K $2.28M 0.00% Reduce
Geode Capital Management history 204.08K $1.95M 0.00% Add
Northern Trust Corp history 196.34K $1.88M 0.00% Add
Point72 Asset Management history 183.60K $1.76M 0.00% New
Invesco Ltd history 99.55K $951.72K 0.00% Reduce
BNY Mellon history 73.77K $705.26K 0.00% New
Millennium Management history 49.47K $472.92K 0.00% Reduce
Wellington Management Group history 24.40K $233.26K 0.00% Reduce
Wells Fargo & Co history 23.86K $228.14K 0.00% Reduce
Two Sigma Investments history 21.75K $207.94K 0.00% New
Balyasny Asset Management history 17.22K $164.65K 0.00% New
Legal & General Investment Management America history 12.86K $122.93K 0.00% Add
Deutsche Bank AG history 6.07K $58.06K 0.00% Reduce

Q3 2025 — 20 funds

FundSharesValuePortfolio WeightChange
Arrowstreet Capital history 5.41M $57.70M 0.04% Add
Citadel Advisors history 4.75M $50.65M 0.01% Reduce
D. E. Shaw & Co history 2.71M $28.89M 0.02% Add
BlackRock Inc history 2.28M $24.37M 0.00% Add
Morgan Stanley history 2.02M $21.59M 0.00% Reduce
Goldman Sachs Group history 1.57M $16.79M 0.00% Reduce
JPMorgan Chase & Co history 1.16M $12.39M 0.00% Add
Citigroup Inc history 1.08M $11.49M 0.01% Add
Marshall Wace history 883.61K $9.43M 0.01% Reduce
Renaissance Technologies history 561.40K $5.99M 0.01% Reduce
UBS Group AG history 504.57K $5.38M 0.00% Add
Northern Trust Corp history 180.30K $1.92M 0.00% Reduce
Geode Capital Management history 180.01K $1.92M 0.00% Add
Bank of America Corp history 178.57K $1.91M 0.00% Reduce
Wells Fargo & Co history 147.48K $1.57M 0.00% Add
Invesco Ltd history 104.51K $1.12M 0.00% Reduce
Millennium Management history 98.92K $1.06M 0.00% Add
Wellington Management Group history 81.17K $866.13K 0.00% Add
Legal & General Investment Management America history 11.59K $123.71K 0.00% Hold
Deutsche Bank AG history 8.90K $94.98K 0.00% Hold

Q2 2025 — 24 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 6.11M $58.94M 0.01% Add
Morgan Stanley history 3.70M $35.67M 0.00% Add
Arrowstreet Capital history 3.25M $31.33M 0.02% Add
Goldman Sachs Group history 2.54M $24.55M 0.00% Add
Bank of America Corp history 2.28M $22.02M 0.00% Add
BlackRock Inc history 2.24M $21.66M 0.00% Reduce
D. E. Shaw & Co history 1.87M $18.06M 0.01% Reduce
Renaissance Technologies history 1.28M $12.34M 0.02% Add
CPP Investments history 1.27M $12.30M 0.01% Add
Marshall Wace history 937.04K $9.04M 0.01% Reduce
UBS Group AG history 378.46K $3.65M 0.00% Reduce
Balyasny Asset Management history 245.93K $2.37M 0.00% New
Two Sigma Investments history 239.48K $2.31M 0.00% Reduce
Northern Trust Corp history 182.54K $1.76M 0.00% Reduce
Geode Capital Management history 179.00K $1.73M 0.00% Reduce
JPMorgan Chase & Co history 160.60K $1.55M 0.00% Reduce
Invesco Ltd history 106.02K $1.02M 0.00% Reduce
Citigroup Inc history 40.18K $387.76K 0.00% Add
Millennium Management history 39.20K $378.23K 0.00% Reduce
Wells Fargo & Co history 24.82K $239.55K 0.00% Add
Wellington Management Group history 15.23K $147.02K 0.00% New
Legal & General Investment Management America history 11.59K $111.88K 0.00% Hold
Deutsche Bank AG history 8.90K $85.90K 0.00% Add
Lazard Asset Management history 686 $6 0.00% Add

Q1 2025 — 22 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 5.01M $43.08M 0.01% Add
D. E. Shaw & Co history 2.78M $23.89M 0.02% Add
Morgan Stanley history 2.65M $22.80M 0.00% Add
BlackRock Inc history 2.43M $20.90M 0.00% Add
Millennium Management history 2.40M $20.61M 0.01% Add
Marshall Wace history 2.27M $19.46M 0.03% Reduce
Goldman Sachs Group history 2.23M $19.19M 0.00% Reduce
Two Sigma Investments history 2.21M $18.99M 0.04% Add
CPP Investments history 1.10M $9.47M 0.01% New
Bank of America Corp history 1.03M $8.81M 0.00% Add
Renaissance Technologies history 883.70K $7.59M 0.01% New
Arrowstreet Capital history 849.84K $7.30M 0.01% Add
UBS Group AG history 617.41K $5.30M 0.00% Reduce
JPMorgan Chase & Co history 279.60K $2.40M 0.00% New
Northern Trust Corp history 207.74K $1.78M 0.00% Add
Geode Capital Management history 180.72K $1.55M 0.00% Add
Invesco Ltd history 112.65K $967.63K 0.00% Add
Citigroup Inc history 18.55K $159.32K 0.00% Add
Legal & General Investment Management America history 11.59K $99.59K 0.00% Reduce
Wells Fargo & Co history 11.12K $95.53K 0.00% Add
Deutsche Bank AG history 5.95K $51.08K 0.00% Hold
Lazard Asset Management history 544 $4 0.00% Add

View all 31 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
Renaissance Technologies 3.32M 1.78M 775.50K 561.40K 1.28M 883.70K — 56.28K 92.44K 35.18K 215.18K 164.58K 85.40K 58.30K 64.30K 33.00K — 784.37K 1.80M 1.30M
Arrowstreet Capital 2.16M 4.02M 4.83M 5.41M 3.25M 849.84K 70.72K — — — 100.65K 506.09K — — — — — — 424.13K 1.12M
BlackRock Inc 2.04M 2.90M 2.45M 2.28M 2.24M 2.43M 2.01M 2.00M — — — — — — — — — — — —
Citadel Advisors 1.75M 1.13M 2.85M 4.75M 6.11M 5.01M 2.50M 1.78M 911.44K 876.10K 951.14K 1.65M 703.02K 593.33K 979.95K 966.70K 1.07M 1.15M 772.75K 1.35M
Morgan Stanley 1.63M 834.37K 1.61M 2.02M 3.70M 2.65M 1.92M 94.17K 162.61K 95.92K 1.09M 905.26K 934.70K 1.15M 266.63K 281.74K 275.24K 531.90K 606.23K 918.49K
Point72 Asset Management 1.40M 187.10K 183.60K — — — 123.24K — — 55.80K 52.30K — — — — — — — — —
Millennium Management 1.31M 35.76K 49.47K 98.92K 39.20K 2.40M 1.62M 59.35K 252.75K 597.03K 516.18K 213.63K — — 22.04K — — 292.78K 660.17K 237.52K
Marshall Wace 1.15M 735.74K 2.02M 883.61K 937.04K 2.27M 5.60M 945.16K 1.11M 727.96K 761.67K 581.82K 73.54K 42.70K 103.90K 72.29K — 100.57K 115.52K —
Goldman Sachs Group 979.81K 1.55M 521.12K 1.57M 2.54M 2.23M 2.41M 728.22K 1.06M 16.60K 129.63K 176.42K 117.97K 75.71K 90.34K 11.46K 26.02K 97.04K 106.94K 894.70K
UBS Group AG 728.11K 1.33M 404.81K 504.57K 378.46K 617.41K 864.09K 4.43K 56.93K 35 18.04K 6.84K 2.01K 29.92K 5.76K 46.72K 44.35K 25.04K 27.28K 248.15K
Citigroup Inc 639.21K 1.03M 996.21K 1.08M 40.18K 18.55K 1.41K 1.41K 12.54K 1.41K 1.41K 1.41K 2.25K 12.46K 31.57K 7.13K 8.83K 150.60K 174.15K 165.87K
Deutsche Bank AG 540.18K 537.07K 6.07K 8.90K 8.90K 5.95K 5.95K — — — — — — — — — — — — 565.77K
Two Sigma Investments 520.20K 14.20K 21.75K — 239.48K 2.21M 1.82M 200.09K 27.92K 73.62K 282.78K 932.92K — 71.10K 110.10K — 11.55K 190.31K 2.95M 2.68M
Bank of America Corp 180.84K 1.60M 1.93M 178.57K 2.28M 1.03M 5.40K 5.74K 10.83K 1.41K 2.54K 7.48K 93.07K 6.59K 911.46K 1.25M 953.43K 813.13K 2.24M 1.59M
Northern Trust Corp 163.72K 197.80K 196.34K 180.30K 182.54K 207.74K 180.68K 117.45K 105.89K 73.36K 73.51K 37.34K 33.18K 31.95K 33.98K 33.04K 33.83K — — 140.02K
Geode Capital Management 154.99K 156.47K 204.08K 180.01K 179.00K 180.72K 122.64K 81.84K 77.76K 139.65K 138.79K 133.48K 171.55K 171.71K 164.30K 104.65K 96.68K 86.73K 83.00K 400.51K
D. E. Shaw & Co 81.15K 425.36K 1.58M 2.71M 1.87M 2.78M 387.98K 890.18K 1.50M 893.04K 1.13M 550.84K — 64.29K 270.54K — 12.45K 1.66M 532.75K 1.08M
BNY Mellon 75.90K 79.34K 73.77K — — — — — — — — — — — — — — — — 67.01K
Legal & General Investment Management America 30.28K 30.28K 12.86K 11.59K 11.59K 11.59K 12.87K 12.87K 12.87K 12.87K 12.87K 12.87K 12.87K 12.87K 12.87K 12.87K 12.87K 12.87K 12.87K 279.43K
JPMorgan Chase & Co 13.85K — 238.37K 1.16M 160.60K 279.60K — 75.20K 50.47K — 151.48K 151.37K — — — — — — 5.64K 202.79K

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