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 419 institutions that hold shares in the stock, with a total of 49.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
25,255
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
25,024
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Added 35.35%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
25,000
shares
|
$1.44 Million
0.14% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
24,935
shares
|
$1.44 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
24,865
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.93%
|
|
|
Maxi Investments Cy LTD
Limassol, G4 |
Nov 12, 2024 Q3 2024 |
24,400
shares
|
$1.41 Million
0.26% of portfolio
|
Q3 2024
Reduced 18.94%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 08, 2024 Q3 2024 |
23,468
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
23,138
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.58%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Nov 13, 2024 Q3 2024 |
22,637
shares
|
$1.31 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
22,546
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Added 145.47%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
22,420
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.25%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
21,544
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2024
Added 39.18%
|
|
|
Arizona State Retirement System
|
Nov 12, 2024 Q3 2024 |
21,509
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Magnetar Financial LLC
Evanston, IL |
Nov 13, 2024 Q3 2024 |
20,870
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2024
Added 10.05%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
20,701
shares
|
$1.2 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
20,651
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
State Board Of Administration Of Florida Retirement System
|
Nov 08, 2024 Q3 2024 |
20,576
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2024
Reduced 74.25%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
20,545
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Emc Capital Management
Houston, TX |
Oct 28, 2024 Q3 2024 |
20,000
shares
|
$1.15 Million
0.29% of portfolio
|
Q3 2024
Added 217.46%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
20,000
shares
|
$1.15 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
19,590
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
19,429
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
19,010
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2024
Added 75.76%
|
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
18,461
shares
|
$1.07 Million
0.08% of portfolio
|
Q2 2024
Added 109.97%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
18,159
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2024
New holding
|