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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
54,385
shares
|
$3.73 Million
0.0% of portfolio
|
Q3 2024
Added 179.37%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
51,200
shares
|
$3.51 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
50,179
shares
|
$3.44 Million
1.52% of portfolio
|
Q3 2024
New holding
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
48,201
shares
|
$3.3 Million
0.0% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
48,006
shares
|
$3.29 Million
0.0% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 14, 2024 Q3 2024 |
47,318
shares
|
$3.24 Million
0.01% of portfolio
|
Q3 2024
Added 95.17%
|
|
|
State Of New Jersey Common Pension Fund D
|
Nov 04, 2024 Q3 2024 |
45,969
shares
|
$3.15 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
44,756
shares
|
$3.07 Million
0.16% of portfolio
|
Q3 2024
Added 6.5%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2024 Q3 2024 |
44,713
shares
|
$3.06 Million
0.01% of portfolio
|
Q2 2024
Added 17.1%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
44,107
shares
|
$3.02 Million
0.85% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
43,912
shares
|
$3.01 Million
0.01% of portfolio
|
Q3 2024
Added 7.68%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
43,901
shares
|
$3.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
43,691
shares
|
$2.99 Million
0.21% of portfolio
|
Q2 2024
Added 17.06%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
40,486
shares
|
$2.77 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.8%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
40,440
shares
|
$2.77 Million
0.04% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
38,888
shares
|
$2.66 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
38,547
shares
|
$2.64 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
36,123
shares
|
$2.47 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
35,688
shares
|
$2.44 Million
0.4% of portfolio
|
Q1 2022
Added 0.28%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Oct 29, 2024 Q3 2024 |
34,229
shares
|
$2.35 Million
0.08% of portfolio
|
Q3 2024
Reduced 16.75%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
34,180
shares
|
$2.34 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
31,100
shares
|
$2.13 Million
0.0% of portfolio
|
Q3 2024
Added 16.92%
|
|
|
Entropy Technologies, LP
New York, NY |
Nov 04, 2024 Q3 2024 |
27,774
shares
|
$1.9 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
27,388
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
26,053
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.16%
|