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 |
|---|---|---|---|---|---|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
7,460
shares
|
$511,084
0.04% of portfolio
|
Q3 2024
Reduced 55.12%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
7,263
shares
|
$497,588
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
7,170
shares
|
$491,216
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
7,061
shares
|
$483,749
0.0% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 09, 2024 Q3 2024 |
7,007
shares
|
$480,049
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2024 Q3 2024 |
6,812
shares
|
$466,690
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,727
shares
|
$460,866
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
6,631
shares
|
$454,289
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
6,506
shares
|
$445,726
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
6,454
shares
|
$442,163
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Financial Group, LTD
|
Nov 15, 2024 Q3 2024 |
6,444
shares
|
$441,478
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
6,304
shares
|
$431,887
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
6,115
shares
|
$418,938
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nebula Research & Development LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,098
shares
|
$417,773
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2024 Q3 2024 |
5,961
shares
|
$408,388
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
5,875
shares
|
$402,496
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
5,560
shares
|
$380,915
0.11% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 14, 2024 Q3 2024 |
5,524
shares
|
$378,449
0.0% of portfolio
|
Q3 2023
Added 114.61%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
5,395
shares
|
$369,611
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
5,344
shares
|
$366,117
0.0% of portfolio
|
Q3 2024
Added 31.72%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
5,333
shares
|
$365,363
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
5,266
shares
|
$360,773
0.0% of portfolio
|
Q3 2024
Reduced 69.95%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
5,202
shares
|
$356,389
0.08% of portfolio
|
Q3 2024
Added 24.06%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
5,165
shares
|
$353,854
0.02% of portfolio
|
Q4 2023
Added 24.01%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
5,163
shares
|
$353,717
0.0% of portfolio
|
Q3 2024
New holding
|