Who owns Ispire Technology (ISPR)
Which tracked institutional funds hold ISPR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ISPR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on ISPR is one-sided between 2026-Q1 and 2026-Q2: 1 added or opened and 5 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ISPR’s largest tracked holder by dollar value, Yong Rong (HK) Asset Management Ltd, sizes it at 1.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ISPR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 46 tracked filers holding ISPR, 29 increased or opened the position and 43 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ISPR between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- Potomac Capital Management, Inc.$670K
Largest trims
- BlackRock, Inc.$2M
- EverSource Wealth Advisors, LLC$1M
- Yong Rong (HK) Asset Management Ltd$1M
- GEODE CAPITAL MANAGEMENT, LLC$622K
- STATE STREET CORP$561K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Yong Rong (HK) Asset Management Ltd added | 1,504,147 | $2M | 24.5% | 2026-Q2 |
| Potomac Capital Management, Inc. new | 598,600 | $670K | 9.7% | 2026-Q2 |
| BlackRock, Inc. trimmed | 409,610 | $459K | 6.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 260,486 | $292K | 4.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC new | 260,041 | $291K | 4.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 197,724 | $221K | 3.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 143,550 | $161K | 2.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 127,445 | $143K | 2.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 105,896 | $119K | 1.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 101,035 | $113K | 1.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 93,447 | $105K | 1.5% | 2026-Q2 |
| STATE STREET CORP trimmed | 64,469 | $72K | 1.0% | 2026-Q2 |
| Point72 Asset Management, L.P. new | 58,769 | $66K | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 45,018 | $50K | 0.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 40,361 | $45K | 0.7% | 2026-Q2 |
| Qube Research & Technologies Ltd new | 36,467 | $41K | 0.6% | 2026-Q2 |
| UBS Group AG trimmed | 31,839 | $36K | 0.5% | 2026-Q2 |
| Centiva Capital, LP added | 28,978 | $32K | 0.5% | 2026-Q2 |
| Independent Advisor Alliance new | 20,000 | $22K | 0.3% | 2026-Q2 |
| Squarepoint Ops LLC new | 14,383 | $16K | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 13,000 | $15K | 0.2% | 2026-Q2 |
| IEQ CAPITAL, LLC new | 11,804 | $13K | 0.2% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 7,694 | $9K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 5,000 | $6K | 0.1% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 4,703 | $5K | 0.1% | 2026-Q2 |
| FMR LLC trimmed | 3,060 | $3K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 3,142 | $3K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 2,173 | $2K | 0.0% | 2026-Q2 |
| GROUP ONE TRADING LLC trimmed | 1,776 | $2K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 1,692 | $2K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 987 | $1K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 942 | $1K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 539 | $604 | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 384 | $465 | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 406 | $455 | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 345 | $387 | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 326 | $365 | 0.0% | 2026-Q2 |
| Essential Partners LLC added | 221 | $248 | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 77 | $86 | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 52 | $60 | 0.0% | 2026-Q2 |
| True Wealth Design, LLC added | 51 | $58 | 0.0% | 2026-Q2 |
| Fortitude Family Office, LLC new | 26 | $29 | 0.0% | 2026-Q2 |
| SJS Investment Consulting Inc. added | 25 | $28 | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 21 | $24 | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 2 | $4 | 0.0% | 2026-Q2 |
| CITIGROUP INC trimmed | 4 | $4 | 0.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 112,667 | $207K | 3.0% | 2026-Q1 stale (1 quarter behind) |
| Bank of New York Mellon Corp added | 55,383 | $102K | 1.5% | 2026-Q1 stale (1 quarter behind) |
| Orion Porfolio Solutions, LLC added | 39,079 | $72K | 1.0% | 2026-Q1 stale (1 quarter behind) |
| MERCER GLOBAL ADVISORS INC /ADV new | 37,071 | $68K | 1.0% | 2026-Q1 stale (1 quarter behind) |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 30,614 | $56K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Nuveen, LLC | 24,454 | $45K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| ALLIANCEBERNSTEIN L.P. | 12,810 | $36K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| BANK OF AMERICA CORP /DE/ trimmed | 17,670 | $33K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| RHUMBLINE ADVISERS added | 12,852 | $24K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 9,159 | $17K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| WELLS FARGO & COMPANY/MN trimmed | 6,840 | $13K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| NEW YORK STATE COMMON RETIREMENT FUND | 6,659 | $12K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| DEUTSCHE BANK AG\ | 5,169 | $10K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Police & Firemen's Retirement System of New Jersey | 5,049 | $9K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| STRS OHIO | 3,400 | $6K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 2,678 | $5K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Ameritas Investment Partners, Inc. | 1,837 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Legal & General Group Plc trimmed | 1,502 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 1,020 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Optiver Holding B.V. | 263 | $484 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sterling Capital Management LLC | 123 | $226 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC new | 108 | $199 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management new | 35 | $65 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Root Financial Partners, LLC new | 13 | $24 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Basecamp Wealth Advisors LLC new | 10 | $18 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Caitong International Asset Management Co., Ltd new | 9 | $17 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. added | 2 | $4 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC added | 433,403 | $1M | 17.6% | 2025-Q4 stale (2 quarters behind) |
| Private Advisor Group, LLC added | 36,903 | $103K | 1.5% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC added | 22,054 | $62K | 0.9% | 2025-Q4 stale (2 quarters behind) |
| SIMPLEX TRADING, LLC added | 864 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| AMALGAMATED BANK trimmed | 592 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| MassMutual Private Wealth & Trust, FSB new | 289 | $809 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| GAMMA Investing LLC new | 88 | $246 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Transamerica Financial Advisors, LLC added | 34 | $95 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Virtu Financial LLC trimmed | 10,793 | $28K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| NISA INVESTMENT ADVISORS, LLC added | 415 | $1K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Private Wealth Management Group, LLC trimmed | 242 | $620 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| INTECH INVESTMENT MANAGEMENT LLC trimmed | 10,934 | $28K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| AdvisorShares Investments LLC trimmed | 5,050 | $13K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.