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UP Fintech Holding Ltd: which funds bought and sold

Institutions that bought and sold UP Fintech Holding shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 61 institutions that filed 13F reports for both quarters added to or opened positions in UP Fintech Holding, and 70 cut or closed them. Together they added a net 3.7M shares, +6.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 5.5M shares (−28.2%); index fund managers were net sellers of 957K shares (−23.5%). 25 opened a new position and 33 sold out entirely.

Bought, Q2 2026 61 institutions, 25 of them new holders Sold, Q2 2026 70 institutions, 33 of them sold out
Net change, all compared +3.7M shares (+6.6%)
Net change, active managers −5.5M shares (−28.2%), 14 bought, 12 sold

Buyers versus sellers

institutions compared, 149
Active managers and hedge funds 14 bought · 12 sold · −5.5M
Index fund managers 1 bought · 4 sold · −957K
Other institutions 46 bought · 54 sold · +10.2M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Avenir Tech Ltd +11.5M +110.8% 21.8M $96M
Renaissance Technologies LLC Hedge fund +1.5M +86.3% 3.3M $14.6M
Quinn Opportunity Partners LLC +1.3M +202.9% 1.9M $8.4M
Millennium Management LLC Hedge fund +1.3M +3574.6% 1.3M $5.8M
Point72 Asset Management, L.P. Hedge fund +1.2M New position 1.2M $5.5M
Marex Group Ltd +1.0M +4173.4% 1.1M $4.7M
Sparta 24 Ltd. +951K +16.4% 6.8M $29.7M
Morgan Stanley +796K +95.4% 1.6M $7.2M
Two Sigma Investments, LP Hedge fund +506K +3563.4% 520K $2.3M
BNP Paribas Financial Markets +483K +287.3% 651K $2.9M
Marshall Wace, LLP Hedge fund +410K +55.7% 1.1M $5M
Walleye Trading LLC +390K +375.2% 494K $2.2M
Citadel Advisors LLC Hedge fund +356K +312.6% 470K $2.1M
Greenwich Wealth Management LLC +292K New position 292K $1.3M
Susquehanna Fundamental Investments, LLC +236K +65.0% 598K $2.6M
Headlands Technologies LLC +165K New position 165K $727,962
Tudor Investment Corp Et Al Hedge fund +144K +709.9% 164K $721,160
Boston Partners Active manager +101K +74.4% 237K $1M
HRT Financial LP +97K +84.6% 213K $936,000
SG Americas Securities, LLC +85K New position 85K $374,000

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Jupiter Asset Management Ltd Active manager −3.5M Sold out 0 —
Capital International Investors Active manager −3.1M −58.5% 2.2M $9.6M
Susquehanna International Group, LLP −2.0M −71.6% 782K $3.4M
Arrowstreet Capital, Limited Partnership Hedge fund −1.9M −46.2% 2.2M $9.5M
Bank Of America Corp −1.4M −88.7% 181K $795,704
Man Group PLC Hedge fund −1.1M Sold out 0 —
Blackrock, Inc. Index funds −851K −29.4% 2.0M $9M
Citigroup Inc −815K −79.2% 214K $942,502
Qube Research & Technologies Ltd Hedge fund −759K Sold out 0 —
Goldman Sachs Group Inc −567K −36.7% 980K $4.3M
UBS Group AG −450K −39.0% 704K $3.1M
Panagora Asset Management Inc Active manager −396K Sold out 0 —
Jpmorgan Chase & Co −392K −96.6% 14K $62,589
Prudential PLC −350K Sold out 0 —
D. E. Shaw & Co., Inc. Hedge fund −344K −80.9% 81K $357,042
Harvest Fund Management Co., Ltd −300K Sold out 0 —
Asset Management One Co., Ltd. −147K −92.3% 12K $54,278
Gsa Capital Partners LLP −143K −85.0% 25K $111,000
Verition Fund Management LLC Hedge fund −124K Sold out 0 —
Envestnet Asset Management Inc −107K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Point72 Asset Management, L.P.Hedge fund 1.2M $5.5M
Greenwich Wealth Management LLC 292K $1.3M
Headlands Technologies LLC 165K $727,962
SG Americas Securities, LLC 85K $374,000
Xtx Topco Ltd 77K $337,999
Engineers Gate Manager LPHedge fund 60K $265,641
Parallax Volatility Advisers, L.P. 45K $198,123
Magnetar Financial LLCHedge fund 36K $158,369
Winton Group LtdHedge fund 31K $135,960
Bayesian Capital Management, LP 25K $108,240

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Jupiter Asset Management LtdActive manager 3.5M $22.3M
Man Group PLCHedge fund 1.1M $6.7M
Qube Research & Technologies LtdHedge fund 759K $4.8M
Panagora Asset Management IncActive manager 396K $2.5M
Prudential PLC 350K $2.2M
Harvest Fund Management Co., Ltd 300K $1.9M
Verition Fund Management LLCHedge fund 124K $778,157
Envestnet Asset Management Inc 107K $672,796
Invesco Ltd. 97K $610,905
Commonwealth Equity Services, LLC 97K $609,370

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
117
Ten largest holders
75.1%
of 13F-reported shares
Index fund managers
5.2%
of 13F-reported shares
Active managers and hedge funds
23.7%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 14 12 5 7 −5.5M −28.2%
Index fund managers 1 4 0 0 −957K −23.5%
Other institutions 46 54 20 26 +10.2M +31.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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