ISPR - Ispire Technology Inc. Stock - Stock Price, Institutional Ownership, Shareholders (NasdaqCM)

Ispire Technology Inc.
US ˙ NasdaqCM ˙ US46501C1009

Basic Stats
Institutional Owners 113 total, 113 long only, 0 short only, 0 long/short - change of -2.56% MRQ
Average Portfolio Allocation 0.0096 % - change of -13.60% MRQ
Shares Outstanding shares (source: Capital IQ)
Institutional Shares (Long) 5,799,107 - 10.15% (ex 13D/G) - change of -0.07MM shares -1.20% MRQ
Institutional Value (Long) $ 10,844 USD ($1000)
Institutional Ownership and Shareholders

Ispire Technology Inc. (US:ISPR) has 113 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 5,799,107 shares. Largest shareholders include Yong Rong (HK) Asset Management Ltd, BlackRock, Inc., Geode Capital Management, Llc, IWM - iShares Russell 2000 ETF, Vanguard Group Inc, State Street Corp, VEXMX - Vanguard Extended Market Index Fund Investor Shares, FSSNX - Fidelity Small Cap Index Fund, Morgan Stanley, and Northern Trust Corp .

Ispire Technology Inc. (NasdaqCM:ISPR) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.

The share price as of September 5, 2025 is 3.10 / share. Previously, on September 6, 2024, the share price was 6.66 / share. This represents a decline of 53.45% over that period.

ISPR / Ispire Technology Inc. Institutional Ownership
Fund Sentiment Score

The Fund Sentiment Score (fka Ownership Accumulation Score) finds the stocks that are being most bought by funds. It is the result of a sophisticated, multi-factor quantitative model that identifies companies with the highest levels of institutional accumulation. The scoring model uses a combination of the total increase in disclosed owners, the changes in portfolio allocations in those owners and other metrics. The number ranges from 0 to 100, with higher numbers indicating a higher level of accumulation to its peers, and 50 being the average.

Update Frequency: Daily

See Ownership Explorer, which provides a list of highest-ranking companies.

Institutional Put/Call Ratio

In addition to reporting standard equity and debt issues, institutions with more than 100MM assets under management must also disclose their put and call option holdings. Since put options generally indicate negative sentiment, and call options indicate positive sentiment, we can get a sense of the overall institutional sentiment by plotting the ratio of puts to calls. The chart to the right plots the historical put/call ratio for this instrument.

Using Put/Call Ratio as an indicator of investor sentiment overcomes one of the key deficiencies of using total institutional ownership, which is that a significant amount of assets under management are invested passively to track indices. Passively-managed funds do not typically buy options, so the put/call ratio indicator more closely tracks the sentiment of actively-managed funds.

ISPR / Ispire Technology Inc. Historical Put/Call Ratio
13F and NPORT Filings

Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.

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File Date Source Investor Type Avg Price
(Est)
Shares Δ Shares
(%)
Reported
Value
($1000)
Δ Value
(%)
Port Alloc
(%)
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 328 -2.38 1 -100.00
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 1,928 -16.65 5 -54.55
2025-07-28 NP HDG - ProShares Hedge Replication ETF 25 8.70 0
2025-08-13 13F EverSource Wealth Advisors, LLC 140 154.55 0
2025-07-29 NP VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 95,454 8.83 241 -42.17
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 30,845 0.00 79 -7.14
2025-08-12 13F Proequities, Inc. 0 0
2025-08-11 13F Vanguard Group Inc 433,079 2.62 1,109 -3.82
2025-08-14 13F Aqr Capital Management Llc 14,369 37
2025-08-05 13F Yong Rong (HK) Asset Management Ltd 1,504,147 0.00 4 -25.00
2025-05-29 NP JAFEX - Total Stock Market Index Trust NAV 943 5.01 3 -50.00
2025-08-11 13F Private Advisor Group, LLC 14,872 -17.90 38 -22.45
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 5,049 0.00 13 -7.69
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 5,028 0.00 13 -7.69
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 10,248 54.04 26 44.44
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 24,528 0.00 63 -6.06
2025-08-05 13F Bank of New York Mellon Corp 52,619 0.00 135 -6.29
2025-07-28 NP UWM - ProShares Ultra Russell2000 1,916 -18.71 5 -63.64
2025-08-14 13F Fmr Llc 1,161 -62.02 3 -75.00
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 100,450 -47.84 257 -51.05
2025-04-15 13F SG Americas Securities, LLC 0 -100.00 0
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 9,255 31.18 24 21.05
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 3,304 0.00 8 -11.11
2025-06-26 NP FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 194,355 -0.15 536 -42.24
2025-05-27 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 2,503 -0.67 7 -50.00
2025-08-04 13F Strs Ohio 3,400 0.00 9 -11.11
2025-08-12 13F Charles Schwab Investment Management Inc 46,552 0.11 119 -5.56
2025-08-22 NP FECGX - Fidelity Small Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12,785 6.52 33 0.00
2025-07-29 NP VRTTX - Vanguard Russell 3000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,245 0.00 3 -40.00
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,708 0.00 5 -50.00
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 196 -30.00 1 -100.00
2025-08-12 13F Legal & General Group Plc 1,968 0.00 5 0.00
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 1,837 0.00 5 -20.00
2025-09-04 13F/A Advisor Group Holdings, Inc. 849 363.93 2
2025-08-14 13F Citadel Advisors Llc Call 31,300 47.64 80 40.35
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 26 -7.14 0
2025-08-12 13F Jpmorgan Chase & Co 14,422 -51.27 37 -55.00
2025-08-14 13F Bnp Paribas Arbitrage, Sa 1,784 68.46 5 100.00
2025-08-28 NP IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 453,580 -8.40 1,161 -14.06
2025-08-14 13F Bank Of America Corp /de/ 9,167 -22.45 23 -28.12
2025-04-25 NP VCSLX - Small Cap Index Fund 7,337 -5.17 35 -27.66
2025-05-22 NP VVICX - Voya VACS Index Series SC Portfolio 1,467 -21.63 4 -55.56
2025-07-24 NP FNCMX - Fidelity Nasdaq Composite Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 36,913 0.00 93 -46.55
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 495 -49.13 1 -50.00
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 3,634 0.00 9 0.00
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 27,438 9.68 69 -41.53
2025-08-14 13F Wells Fargo & Company/mn 9,738 6.09 25 -4.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 757 0.00 2 -50.00
2025-08-14 13F State Street Corp 318,552 18.07 815 10.73
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 66 -4.35 0
2025-08-14 13F Royal Bank Of Canada 4,937 468.78 13 550.00
2025-07-28 NP URTY - ProShares UltraPro Russell2000 1,406 -28.34 4 -66.67
2025-05-02 13F SBI Securities Co., Ltd. 0 -100.00 0
2025-08-14 13F Sherbrooke Park Advisers Llc 0 -100.00 0
2025-08-12 13F Coldstream Capital Management Inc 0 -100.00 0
2025-08-12 13F Nuveen, LLC 24,454 0.00 63 -6.06
2025-07-24 NP FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 34,845 0.00 88 -47.27
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 7,152 -25.19 18 -30.77
2025-08-12 13F Deutsche Bank Ag\ 29,910 213.49 77 192.31
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 23,066 0.00 64 -42.73
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 19 -13.64 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 15,200 0.00 39 -7.32
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,188 0.00 6 0.00
2025-08-26 NP Profunds - Profund Vp Small-cap 43 0.00 0
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,405 73.35 15 0.00
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 522 0.00 1 0.00
2025-08-08 13F/A Sterling Capital Management LLC 45 125.00 0
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 391 0.00 1 -100.00
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 106,835 1.48 269 -45.98
2025-07-31 13F Nisa Investment Advisors, Llc 81 -25.69 0
2025-08-04 13F Amalgamated Bank 606 0.00 0
2025-08-12 13F Virtu Financial LLC 12,424 0
2025-08-12 13F Ameritas Investment Partners, Inc. 1,837 0.00 5 -20.00
2025-08-08 13F Pnc Financial Services Group, Inc. 1,443 4
2025-08-11 13F Citigroup Inc 6,690 -51.07 17 -54.05
2025-08-06 13F True Wealth Design, LLC 44 340.00 0
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 5 0.00 0
2025-08-14 13F California State Teachers Retirement System 1,392 0.00 4 0.00
2025-08-14 13F/A Barclays Plc 33,250 59.18 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 5,660 0.00 14 -6.67
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 2,297 -15.52 6 -28.57
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 800 0.00 2 0.00
2025-08-08 13F Intech Investment Management Llc 10,934 -39.16 28 -44.90
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 2,181 2.44 6 -40.00
2025-08-14 13F UBS Group AG 62,001 -41.84 159 -45.70
2025-08-25 NP YOLO - AdvisorShares Pure Cannabis ETF 5,050 -66.36 13 -70.00
2025-07-29 13F Private Wealth Management Group, LLC 256 1
2025-08-13 13F Townsquare Capital Llc 0 -100.00 0
2025-07-24 13F IFP Advisors, Inc 0 0
2025-08-15 13F Tower Research Capital LLC (TRC) 9,458 175.50 24 166.67
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 44 -2.22 0
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 96 -2.04 0
2025-08-12 13F BlackRock, Inc. 1,266,347 -2.30 3,242 -8.39
2025-07-25 13F Cwm, Llc 933 0.76 0
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 2,958 348.18 7 133.33
2025-08-28 NP IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 42,235 -2.98 108 -8.47
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 3,811 0.00 10 -10.00
2025-08-04 13F AdvisorShares Investments LLC 5,050 -66.36 13 -70.73
2025-08-08 13F Hartland & Co., LLC 24 0
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 289,000 0.00 740 -6.22
2025-08-14 13F Susquehanna International Group, Llp 22,571 -2.54 58 -9.52
2025-05-22 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 4,794 0.00 13 -45.83
2025-08-28 NP SSMHX - State Street Small/mid Cap Equity Index Portfolio This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,000 0.00 20 -4.76
2025-06-27 NP RSSL - Global X Russell 2000 ETF 11,606 5.05 32 -38.46
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 4,175 0.00 11 -9.09
2025-06-24 NP SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 46,503 0.00 128 -42.08
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 1,515 0.00 4 -42.86
2025-08-12 13F Rhumbline Advisers 33,614 101.62 86 91.11
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,380 0.00 4 0.00
2025-08-28 NP IWO - iShares Russell 2000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 164,518 -4.14 421 -10.04
2025-06-26 NP USMIX - Extended Market Index Fund 1,540 -31.22 4 -60.00
2025-08-14 13F Citadel Advisors Llc Put 0 -100.00 0
2025-05-14 13F Susquehanna International Group, Llp Call 0 -100.00 0 -100.00
2025-08-14 13F Alliancebernstein L.p. 12,810 20.74 33 14.29
2025-08-15 13F Morgan Stanley 178,621 275.77 457 254.26
2025-07-29 NP VRTGX - Vanguard Russell 2000 Growth Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17,022 -1.54 43 -48.15
2025-08-13 13F Northern Trust Corp 168,017 -0.95 430 -7.13
2025-08-08 13F Geode Capital Management, Llc 476,416 0.35 1,220 -5.94
2025-05-14 13F Group One Trading, L.p. 0 -100.00 0 -100.00
2025-08-12 13F Corebridge Financial, Inc. 0 -100.00 0
2025-08-13 13F New York State Common Retirement Fund 6,659 0.00 0
2025-08-26 NP TLSTX - Stock Index Fund 1,388 0.00 4 0.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 3,030 0.00 8 -12.50
2025-08-14 13F Goldman Sachs Group Inc 29,359 -21.76 75 -26.47
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