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 480 institutions that hold shares in the stock, with a total of 56.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pro Share Advisors LLC
|
Feb 13, 2025 Q4 2024 |
22,114
shares
|
$904,904
0.0% of portfolio
|
Q4 2024
Added 51.91%
|
|
|
Arizona State Retirement System
|
Feb 06, 2025 Q4 2024 |
22,061
shares
|
$902,736
0.01% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
21,775
shares
|
$891,033
0.16% of portfolio
|
Q4 2024
Added 26.88%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
21,694
shares
|
$887,718
0.0% of portfolio
|
Q4 2024
Added 123.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
21,492
shares
|
$879,452
0.0% of portfolio
|
Q4 2024
Reduced 13.57%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
21,212
shares
|
$867,995
0.61% of portfolio
|
Q4 2024
Reduced 51.91%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
21,210
shares
|
$867,913
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
21,196
shares
|
$867,340
0.01% of portfolio
|
Q4 2024
Added 885.86%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
20,703
shares
|
$847,166
0.0% of portfolio
|
Q4 2024
Added 26.61%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Feb 10, 2025 Q4 2024 |
20,496
shares
|
$838,696
0.0% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Feb 10, 2025 Q4 2024 |
20,304
shares
|
$830,839
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
19,999
shares
|
$818,359
0.0% of portfolio
|
Q4 2024
Reduced 20.08%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Feb 14, 2025 Q4 2024 |
19,900
shares
|
$814,308
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Feb 07, 2025 Q4 2024 |
19,693
shares
|
$805,837
0.0% of portfolio
|
Q4 2024
Added 19.47%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
19,250
shares
|
$787,710
0.13% of portfolio
|
Q4 2024
Reduced 76.66%
|
|
|
Handelsbanken Fonder Ab
|
Apr 15, 2025 Q1 2025 |
19,100
shares
|
$781,572
0.0% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
19,009
shares
|
$777,848
0.01% of portfolio
|
Q4 2024
Added 186.67%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Apr 02, 2025 Q1 2025 |
18,371
shares
|
$751,741
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
18,156
shares
|
$742,943
0.09% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
18,072
shares
|
$739,506
0.0% of portfolio
|
Q4 2024
Reduced 95.16%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
18,043
shares
|
$738,319
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
18,000
shares
|
$736,560
0.03% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
17,932
shares
|
$733,777
0.0% of portfolio
|
Q4 2024
Reduced 22.5%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
17,875
shares
|
$731,445
0.02% of portfolio
|
Q3 2022
Added 43.23%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
17,067
shares
|
$698,381
0.0% of portfolio
|
Q4 2024
Reduced 32.42%
|