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 |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
12,412
shares
|
$716,668
0.01% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,260
shares
|
$707,892
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
11,721
shares
|
$676,770
0.03% of portfolio
|
Q4 2024
Added 12.51%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2024 Q3 2024 |
10,778
shares
|
$622,321
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
10,759
shares
|
$621,224
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
10,677
shares
|
$616,489
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
10,399
shares
|
$600,438
0.05% of portfolio
|
Q3 2024
Added 13.33%
|
|
|
Kercheville Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
10,050
shares
|
$580,287
0.17% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
9,760
shares
|
$563,542
0.0% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
9,712
shares
|
$560,770
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Crestline Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
9,640
shares
|
$556,613
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
9,374
shares
|
$541,254
0.01% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
9,297
shares
|
$536,808
0.0% of portfolio
|
Q3 2024
Reduced 72.96%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
9,032
shares
|
$521,507
0.0% of portfolio
|
Q3 2024
Added 10.19%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
9,011
shares
|
$520,295
0.0% of portfolio
|
Q3 2024
Added 26.63%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
Oct 31, 2024 Q3 2024 |
8,660
shares
|
$500,028
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 12, 2024 Q3 2024 |
8,577
shares
|
$495,235
0.0% of portfolio
|
Q1 2024
Reduced 79.74%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
8,519
shares
|
$491,887
0.12% of portfolio
|
Q3 2024
Reduced 11.16%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
8,363
shares
|
$482,879
0.0% of portfolio
|
Q3 2024
Reduced 14.65%
|
|
|
Los Angeles Capital Management LLC
|
Nov 04, 2024 Q3 2024 |
8,352
shares
|
$482,244
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
7,992
shares
|
$461,458
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,799
shares
|
$450,314
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
7,700
shares
|
$444,598
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
7,582
shares
|
$437,784
0.01% of portfolio
|
Q4 2023
Added 5.83%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
7,460
shares
|
$430,740
0.04% of portfolio
|
Q3 2024
Reduced 55.12%
|