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 516 institutions that hold shares in the stock, with a total of 64.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
10,474
shares
|
$405,553
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
10,378
shares
|
$401,836
0.0% of portfolio
|
Q2 2025
Reduced 41.56%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
10,356
shares
|
$400,984
0.01% of portfolio
|
Q3 2025
Added 44.09%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 13, 2025 Q3 2025 |
10,218
shares
|
$395,640
0.13% of portfolio
|
Q3 2025
Added 90.99%
|
|
|
Firsthand Capital Management, Inc.
San Jose, CA |
Nov 14, 2025 Q3 2025 |
10,000
shares
|
$387,200
1.06% of portfolio
|
Q3 2025
New holding
|
|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
9,884
shares
|
$382,708
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Emc Capital Management
Houston, TX |
Nov 20, 2025 Q3 2025 |
9,850
shares
|
$381,392
0.24% of portfolio
|
Q3 2025
Added 14.53%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
9,744
shares
|
$377,287
0.01% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
9,672
shares
|
$374,499
0.0% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Altshuler Shaham LTD
|
Nov 13, 2025 Q3 2025 |
9,650
shares
|
$373,648
0.01% of portfolio
|
Q3 2025
Reduced 99.02%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
9,606
shares
|
$371,944
0.0% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Portman Square Capital LLP
London, X0 |
Oct 16, 2025 Q3 2025 |
9,100
shares
|
$352,352
0.03% of portfolio
|
Q3 2025
Added 116.0%
|
|
|
Ami Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
9,096
shares
|
$352,197
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Diker Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,000
shares
|
$348,480
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
8,986
shares
|
$347,937
0.0% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
8,954
shares
|
$346,698
0.01% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
8,930
shares
|
$345,769
0.01% of portfolio
|
Q2 2025
Added 12.1%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
8,903
shares
|
$344,724
0.0% of portfolio
|
Q3 2025
Added 25.64%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
8,487
shares
|
$328,616
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2025 Q3 2025 |
8,196
shares
|
$317,349
0.0% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Prakash Investment Advisors LLC
Andover, MA |
Nov 10, 2025 Q3 2025 |
8,185
shares
|
$316,923
0.28% of portfolio
|
Q3 2025
Reduced 21.11%
|
|
|
Jennison Associates LLC
|
Oct 30, 2025 Q3 2025 |
8,129
shares
|
$314,754
0.0% of portfolio
|
Q3 2025
Reduced 28.58%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
7,992
shares
|
$309,450
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Versor Investments LP
|
Nov 06, 2025 Q3 2025 |
7,987
shares
|
$309,256
0.08% of portfolio
|
Q3 2025
Reduced 48.4%
|
|
|
Anson Funds Management LP
Dallas, TX |
Nov 13, 2025 Q3 2025 |
7,829
shares
|
$303,138
0.07% of portfolio
|
Q3 2025
New holding
|
|