Current Value of Holding

$13.1M

Shares

3.32M

% of Portfolio

0.02%

Average Buy Price

$7.24

Avg closing price
Price range

28 Jim Simons UP Fintech Holding Trades

Jim Simons's position in UP Fintech Holding is currently worth $13.1M. That's 0.02% of their equity portfolio (863rd largest holding). The investor owns 1.88% of the outstanding UP Fintech Holding stock. The first UP Fintech Holding trade was made in Q2 2019. Since then Jim Simons bought shares sixteen more times and sold shares on eleven occasions. The investor's estimated purchase price is $24M, resulting in a loss of 45%.

Avg closing price
Price range
Increased shares by 86.3% (+1.54M shares) Q2 2026
Avg closing price $5.80
Price range $4.36 - $7.30
Increased shares by 129.8% (+1.01M shares) Q1 2026
Avg closing price $8.33
Price range $6.07 - $11.12
Increased shares by 38.1% (+214k shares) Q4 2025
Avg closing price $9.53
Price range $7.89 - $10.91
Sold 56.1% shares (-718k shares) Q3 2025
Avg closing price $10.73
Price range $9.12 - $12.99
Increased shares by 44.7% (+395k shares) Q2 2025
Avg closing price $8.34
Price range $6.64 - $9.97
New holding (+884k shares) Q1 2025
Avg closing price $7.46
Price range $5.76 - $9.69
Sold -56.3k shares Q4 2024
Avg closing price $6.87
Price range $5.50 - $12.39
Sold 39.1% shares (-36.2k shares) Q3 2024
Avg closing price $3.99
Price range $3.42 - $5.34
Increased shares by 162.7% (+57.3k shares) Q2 2024
Avg closing price $3.94
Price range $3.14 - $4.76
Sold 83.6% shares (-180k shares) Q1 2024
Avg closing price $3.96
Price range $3.41 - $4.97
Increased shares by 30.8% (+50.6k shares) Q4 2023
Avg closing price $4.61
Price range $4.03 - $5.36
Increased shares by 92.7% (+79.2k shares) Q3 2023
Avg closing price $4.04
Price range $2.79 - $5.50
Increased shares by 46.5% (+27.1k shares) Q2 2023
Avg closing price $2.96
Price range $2.33 - $3.41
Sold 9.3% shares (-6k shares) Q1 2023
Avg closing price $3.69
Price range $3.00 - $4.45
Increased shares by 94.8% (+31.3k shares) Q4 2022
Avg closing price $4.33
Price range $3.19 - $5.61
New holding (+33k shares) Q3 2022
Avg closing price $3.82
Price range $3.22 - $4.96
Sold -784k shares Q2 2022
Avg closing price $4.25
Price range $3.18 - $5.63
Sold 56.4% shares (-1.02M shares) Q1 2022
Avg closing price $4.49
Price range $2.80 - $6.47
Increased shares by 38.3% (+499k shares) Q4 2021
Avg closing price $7.00
Price range $4.50 - $10.70
Increased shares by 8.2% (+98.3k shares) Q3 2021
Avg closing price $15.69
Price range $10.35 - $26.17

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