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 |
|---|---|---|---|---|---|
|
Driehaus Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
458,227
shares
|
$31.4 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
416,185
shares
|
$28.5 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
408,505
shares
|
$28 Million
0.01% of portfolio
|
Q3 2024
Added 55.68%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
397,061
shares
|
$27.2 Million
0.07% of portfolio
|
Q2 2023
Reduced 1.11%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
396,408
shares
|
$27.2 Million
0.07% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
391,666
shares
|
$26.8 Million
4.76% of portfolio
|
Q4 2022
New holding
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2024 Q3 2024 |
385,981
shares
|
$26.4 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
373,723
shares
|
$25.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.53%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
333,463
shares
|
$22.8 Million
0.16% of portfolio
|
Q3 2024
Added 1413.75%
|
|
|
Azora Capital LP
Miami, FL |
Nov 14, 2024 Q3 2024 |
329,755
shares
|
$22.6 Million
0.76% of portfolio
|
Q3 2024
Reduced 11.19%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
311,277
shares
|
$21.3 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
265,260
shares
|
$18.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 26.0%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
264,883
shares
|
$18.1 Million
0.38% of portfolio
|
Q3 2024
Added 393.0%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
233,258
shares
|
$16 Million
0.02% of portfolio
|
Q3 2024
Added 4087.76%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
201,103
shares
|
$13.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 45.81%
|
|
|
Kodai Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
182,126
shares
|
$12.5 Million
0.15% of portfolio
|
Q3 2024
Reduced 28.59%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Nov 14, 2024 Q3 2024 |
160,348
shares
|
$11 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
151,939
shares
|
$10.4 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Swiss National Bank
Zurich, V8 |
Nov 07, 2024 Q3 2024 |
145,900
shares
|
$10 Million
0.0% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
132,442
shares
|
$9.07 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advantage, Inc.
|
Nov 07, 2024 Q3 2024 |
119,121
shares
|
$8.16 Million
0.92% of portfolio
|
Q3 2024
Added 736.17%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
112,683
shares
|
$7.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 77.52%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
110,415
shares
|
$7.56 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.49%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
108,225
shares
|
$7.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
106,844
shares
|
$7.32 Million
0.0% of portfolio
|
Q3 2024
Added 127.22%
|