Ispire Technology Inc. (ISPR) shareholders
Close on Nov 13, 2026Market cap $97.61MP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Pride Worldwide Investment Limited Joint filing with Tuanfang Liu (59.00%) | 33,250,000 | 59.00% | 13G (passive) | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ISPR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Yong Rong (HK) Asset Management Ltd | 1,504,147 | 2.60% | $1.69M | +91 | 1.42% |
| Potomac Capital Management, Inc. | 598,600 | 1.04% | $670.43K | New | 0.46% |
| BlackRock, Inc. | 409,610 | 0.71% | $458.76K | −846,716 | 0.00% |
| Geode Capital Management, LLC | 260,486 | 0.45% | $291.89K | −236,001 | 0.00% |
| Millennium Management LLC | 260,041 | 0.45% | $291.25K | New | 0.00% |
| Vanguard Capital Management LLC | 197,724 | 0.34% | $221.45K | −810 | 0.00% |
| Goldman Sachs Group Inc | 143,550 | 0.25% | $160.78K | +76,233 | 0.00% |
| Jane Street Group, LLC | 127,445 | 0.22% | $142.74K | New | 0.00% |
| Aqr Capital Management LLC | 105,896 | 0.18% | $118.60K | +53,677 | 0.00% |
| Vanguard Fiduciary Trust Co | 101,035 | 0.17% | $113.16K | −15,853 | 0.00% |
| Susquehanna International Group, Llp | 93,447 | 0.16% | $104.66K | New | 0.00% |
| State Street Corp | 64,469 | 0.11% | $72.21K | −279,811 | 0.00% |
| Point72 Asset Management, L.P. | 58,769 | 0.10% | $65.82K | New | 0.00% |
| Northern Trust Corp | 45,018 | 0.08% | $50.42K | −106,332 | 0.00% |
| Morgan Stanley | 40,361 | 0.07% | $45.20K | −36,365 | 0.00% |
| Qube Research & Technologies Ltd | 36,467 | 0.06% | $40.84K | New | 0.00% |
| UBS Group AG | 31,839 | 0.06% | $35.66K | −55,571 | 0.00% |
| Centiva Capital, LP | 28,978 | 0.05% | $32.46K | +4,252 | 0.00% |
| Independent Advisor Alliance | 20,000 | 0.03% | $22.40K | New | 0.00% |
| Squarepoint Ops LLC | 14,383 | 0.02% | $16.11K | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 47 | 4M | 7.3% | 13 / 17 | 16 / 25 | 1M | 2M |
| Q1 2026 | 61 | 5M | 8.4% | 13 / 23 | 15 / 9 | 1M | 0M |
| Q4 2025 | 58 | 5M | 8.4% | 7 / 21 | 22 / 5 | 0M | 0M |
| Q3 2025 | 56 | 5M | 8.4% | 12 / 20 | 15 / 4 | 0M | 0M |
| Q2 2025 | 48 | 5M | 8.5% | 6 / 18 | 14 / 4 | 0M | 0M |
| Q1 2025 | 46 | 5M | 8.5% | 7 / 9 | 19 / 4 | 0M | 0M |
| Q4 2024 | 44 | 5M | 9.1% | 7 / 20 | 5 / 6 | 0M | 0M |
| Q3 2024 | 43 | 5M | 8.5% | 7 / 17 | 10 / 0 | 2M | 0M |
| Q2 2024 | 37 | 4M | 6.9% | 6 / 19 | 9 / 11 | 1M | 1M |
| Q1 2024 | 43 | 3M | 5.9% | 12 / 16 | 9 / 3 | 1M | 0M |
| Q4 2023 | 34 | 3M | 4.8% | 9 / 22 | 2 / 1 | 2M | 0M |
| Q3 2023 | 26 | 1M | 2.1% | 4 / 8 | 12 / 3 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
62 funds held ISPR in Q1 2026, 60% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of ISPR | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Extended Market Index Fund | 197,724 | 0.34% | $221.45K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 112,795 | 0.20% | $204.16K | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 97,077 | 0.17% | $175.71K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 65,403 | 0.11% | $73.25K | 0.00% | Jun 30, 2026 |
| Goldman Sachs Absolute Return Tracker Fund | 47,245 | 0.08% | $52.91K | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 38,825 | 0.07% | $43.48K | 0.00% | Jun 30, 2026 |
| Fidelity Nasdaq Composite Index Fund | 36,913 | 0.06% | $66.81K | 0.00% | May 31, 2026 |
| Fidelity Total Market Index Fund | 34,564 | 0.06% | $62.56K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 30,151 | 0.05% | $54.57K | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Growth Index Fund | 17,758 | 0.03% | $32.14K | 0.00% | May 31, 2026 |
| iShares Russell 2000 Growth ETF | 13,432 | 0.02% | $15.04K | 0.00% | Jun 30, 2026 |
| Small Cap Index Fund | 7,662 | 0.01% | $13.87K | 0.00% | May 31, 2026 |
| Bridge Builder Small/Mid Cap Growth Fund | 4,175 | 0.01% | $4.68K | 0.00% | Jun 30, 2026 |
| 1290 VT Micro Cap Portfolio | 3,634 | 0.01% | $4.07K | 0.00% | Jun 30, 2026 |
| Master Small Cap Index Series | 2,986 | 0.01% | $3.34K | 0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Michael Xue Wang | Co-Chief Executive Officer | 1,463,982 | 2.53% | Mar 2, 2026 |
| Steven P. Pryzbyla | CLO and Secretary | 390,664 | 0.68% | Feb 17, 2026 |
| Jay Yu | Chief Financial Officer | – | – | Jun 20, 2025 |
| Brent Cox | Director | 139,863 | 0.24% | Aug 14, 2026 |
| Christopher Robert Burch | Director | 122,944 | 0.21% | Aug 14, 2026 |
| John Fargis | Director | 120,385 | 0.21% | Aug 14, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| John Fargis Director | Aug 14, 2026 | Award | +45,760 | – | – | 120,385 |
| Christopher Robert Burch Director | Aug 14, 2026 | Award | +45,760 | – | – | 122,944 |
| Brent Cox Director | Aug 14, 2026 | Award | +53,555 | – | – | 139,863 |
| Christopher Robert Burch Director | Mar 19, 2026 | Award | +35,526 | – | – | 77,184 |
| John Fargis Director | Mar 19, 2026 | Award | +35,526 | – | – | 74,625 |
| Brent Cox Director | Mar 19, 2026 | Award | +35,526 | – | – | 86,308 |
| Michael Xue Wang Co-Chief Executive Officer | Mar 2, 2026 | Buy | +100 | $2.38 | $238 | 463,982 |
| Michael Xue Wang Co-Chief Executive Officer | Mar 2, 2026 | Buy | +1,163 | $2.41 | $2.80K | 465,145 |
| Michael Xue Wang Co-Chief Executive Officer | Mar 2, 2026 | Buy | +1,737 | $2.37 | $4.12K | 466,882 |
| Michael Xue Wang Co-Chief Executive Officer | Feb 27, 2026 | Buy | +984 | $2.38 | $2.34K | 462,866 |
| Michael Xue Wang Co-Chief Executive Officer | Feb 27, 2026 | Buy | +100 | $2.39 | $239 | 462,966 |
| Michael Xue Wang Co-Chief Executive Officer | Feb 27, 2026 | Buy | +916 | $2.44 | $2.24K | 463,882 |
| Michael Xue Wang Co-Chief Executive Officer | Feb 26, 2026 | Buy | +100 | $2.39 | $239 | 461,882 |
| Michael Xue Wang Co-Chief Executive Officer | Feb 26, 2026 | Buy | +1,900 | $2.41 | $4.58K | 461,782 |
| Michael Xue Wang Co-Chief Executive Officer | Feb 25, 2026 | Buy | +1,084 | $2.34 | $2.54K | 456,966 |
| Michael Xue Wang Co-Chief Executive Officer | Feb 25, 2026 | Buy | +916 | $2.36 | $2.16K | 457,882 |
| Michael Xue Wang Co-Chief Executive Officer | Feb 25, 2026 | Buy | +2,000 | $2.30 | $4.60K | 459,882 |
| Michael Xue Wang Co-Chief Executive Officer | Feb 24, 2026 | Buy | +1,041 | $2.21 | $2.30K | 455,882 |
| Michael Xue Wang Co-Chief Executive Officer | Feb 24, 2026 | Buy | +959 | $2.21 | $2.12K | 454,841 |
| Steven P. Pryzbyla CLO and Secretary | Feb 17, 2026 | Sale | −3,000 | $3.22 | $9.66K | 390,664 |
| Steven P. Pryzbyla CLO and Secretary | Feb 13, 2026 | Sale | −3,000 | $3.23 | $9.69K | 393,664 |
| Steven P. Pryzbyla CLO and Secretary | Feb 12, 2026 | Sale | −3,000 | $3.41 | $10.23K | 396,664 |
| John Fargis Director | Nov 20, 2025 | Sale | −7,500 | $1.95 | $14.63K | 39,099 |
| Steven P. Pryzbyla CLO and Secretary | Sep 26, 2025 | Sale | −17,046 | $2.64 | $45.00K | 399,664 |
| Christopher Robert Burch Director | Jul 10, 2025 | Award | +27,178 | – | – | 41,658 |
| John Fargis Director | Jul 10, 2025 | Award | +27,178 | – | – | 46,599 |
| Brent Cox Director | Jul 10, 2025 | Award | +29,784 | – | – | 50,782 |
| Steven P. Pryzbyla CLO and Secretary | Mar 17, 2025 | Sale | −500 | $3.57 | $1.79K | 416,710 |
| Steven P. Pryzbyla CLO and Secretary | Mar 13, 2025 | Sale | −6,139 | $4.03 | $24.74K | 417,210 |
| Steven P. Pryzbyla CLO and Secretary | Mar 12, 2025 | Sale | −61 | $4.00 | $244 | 423,349 |
| John Fargis Director | Jan 7, 2025 | Award | +7,370 | – | – | 19,421 |
| Brent Cox Director | Jan 7, 2025 | Award | +8,077 | – | – | 20,998 |
| Christopher Robert Burch Director | Jan 7, 2025 | Award | +7,370 | – | – | 14,480 |
| Christopher Robert Burch Director | Oct 17, 2024 | Award | +1,685 | – | – | 7,110 |
| John Fargis Director | Oct 17, 2024 | Award | +1,685 | – | – | 12,051 |
| Brent Cox Director | Oct 17, 2024 | Award | +2,107 | – | – | 12,921 |
| Ted Rouhani President | Oct 1, 2024 | Award | +273,410 | – | – | 408,247 |
| Michael Xue Wang Co-Chief Executive Officer | Oct 1, 2024 | Award | +433,526 | – | – | 1,859,170 |
| Steven P. Pryzbyla CLO and Secretary | Oct 1, 2024 | Award | +423,410 | – | – | 423,410 |
| Brent Cox Director | Jul 2, 2024 | Award | +2,242 | – | – | 10,814 |
| John Fargis Director | Jul 2, 2024 | Award | +1,794 | – | – | 10,366 |
| Christopher Robert Burch Director | Jul 2, 2024 | Award | +1,794 | – | – | 5,425 |
| Brent Cox Director | Jun 25, 2024 | Award | +2,431 | – | – | 8,572 |
| John Fargis Director | Jun 25, 2024 | Award | +3,660 | – | – | 8,572 |
| John Fargis Director | Apr 4, 2024 | Award | +3,631 | – | – | 4,912 |
| Brent Cox Director | Apr 4, 2024 | Award | +4,540 | – | – | 6,141 |
| Christopher Robert Burch Director | Apr 4, 2024 | Award | +3,631 | – | – | 3,631 |
| Ted Rouhani Chief Operating Officer | Mar 27, 2024 | Award | +50,000 | – | – | 134,837 |
| Ted Rouhani Chief Operating Officer | Sep 4, 2023 | Award | +84,837 | – | – | 84,837 |
| Daniel J. Machock Chief Financial Officer | Sep 4, 2023 | Award | +40,000 | – | – | 40,000 |
| Michael Xue Wang Co-Chief Executive Officer | Sep 4, 2023 | Award | +282,787 | – | – | 1,425,644 |
| Brent Cox Director | Aug 3, 2023 | Award | +1,601 | $9.37 | $15.00K | 1,601 |
| John Fargis Director | Aug 3, 2023 | Award | +1,281 | $9.37 | $12.00K | 1,281 |
| Michael Xue Wang Chief Financial Officer | Apr 6, 2023 | Other | +142,857 | $7.00 | $1,000.00K | 1,142,857 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Ispire Technology's stock actually held short. Settlement fails (shares not delivered on time) peaked at 8,759 shares on Sep 16, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Machock Daniel J. Affiliate | Jul 19, 2024 | 20,000 | $140.40K | Jul 19, 2024 | Stock bonus from issuer |
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