Institutional Ownership Upstart Holdings, Inc. (UPST)
This table provides information about the institutional ownership of Upstart Holdings, Inc. (UPST). We have compiled data on the 420 institutions that hold shares in the stock, with a total of 49.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
25
shares
|
$1,712
0.0% of portfolio
|
Q1 2024
Reduced 40.48%
|
|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
25
shares
|
$1,712
0.0% of portfolio
|
Q1 2022
Reduced 80.0%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
22
shares
|
$1,507
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sawyer & Company, Inc
|
Oct 10, 2024 Q3 2024 |
17
shares
|
$1,164
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
16
shares
|
$1,096
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
15
shares
|
$1,027
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
15
shares
|
$1,027
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
15
shares
|
$1,027
0.0% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
14
shares
|
$959
0.0% of portfolio
|
Q3 2021
Added 835.71%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
13
shares
|
$890
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
11
shares
|
$753
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
10
shares
|
$685
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
10
shares
|
$685
0.0% of portfolio
|
Q3 2024
Reduced 87.8%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
10
shares
|
$685
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 31, 2024 Q3 2024 |
9
shares
|
$616
0.03% of portfolio
|
Q3 2024
Reduced 64.0%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
7
shares
|
$479
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
7
shares
|
$479
0.0% of portfolio
|
Q2 2024
Reduced 87.72%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
6
shares
|
$411
0.0% of portfolio
|
Q3 2024
Reduced 85.37%
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
6
shares
|
$411
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
4
shares
|
$274
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
4
shares
|
$274
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
4
shares
|
$274
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
3
shares
|
$205
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
3
shares
|
$205
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
1
shares
|
$68
0.0% of portfolio
|
Q2 2024
New holding
|