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 328 institutions that hold shares in the stock, with a total of 37.9 Million shares, which have been reported (via 13F filing form) to have a value of $938 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
7,128,975
shares
|
$176 Million
0.0% of portfolio
|
Q1 2024
Added 1.64%
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
5,344,966
shares
|
$132 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.39%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
2,256,367
shares
|
$55.8 Million
0.0% of portfolio
|
Q1 2024
Added 5.81%
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2024 Q1 2024 |
2,027,470
shares
|
$50.1 Million
0.05% of portfolio
|
Q1 2024
Reduced 39.01%
|
|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
1,868,180
shares
|
$46.2 Million
0.0% of portfolio
|
Q1 2024
Added 1.78%
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2024 Q1 2024 |
1,667,029
shares
|
$41.2 Million
0.0% of portfolio
|
Q1 2024
Added 3.96%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
1,459,041
shares
|
$36.1 Million
0.01% of portfolio
|
Q1 2024
Added 4046.77%
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
May 15, 2024 Q1 2024 |
1,018,527
shares
|
$25.2 Million
0.1% of portfolio
|
Q1 2024
Added 0.41%
|
|
Coatue Management LLC
New York, NY |
May 14, 2024 Q1 2024 |
870,947
shares
|
$21.5 Million
0.09% of portfolio
|
Q1 2024
Reduced 47.69%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
836,186
shares
|
$20.7 Million
0.0% of portfolio
|
Q1 2024
Reduced 30.83%
|
|
Mirae Asset Global Investments Co., Ltd.
|
May 01, 2024 Q1 2024 |
805,240
shares
|
$19.9 Million
0.04% of portfolio
|
Q1 2024
Reduced 20.93%
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
May 15, 2024 Q1 2024 |
746,645
shares
|
$18.5 Million
0.05% of portfolio
|
Q1 2024
New holding
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
664,077
shares
|
$16.4 Million
0.0% of portfolio
|
Q1 2024
Reduced 6.71%
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
582,602
shares
|
$14.4 Million
0.0% of portfolio
|
Q1 2024
Added 1.64%
|
|
Barclays PLC
London, X0 |
May 15, 2024 Q1 2024 |
570,049
shares
|
$14.1 Million
0.01% of portfolio
|
Q1 2024
Added 35.22%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
553,195
shares
|
$13.7 Million
0.02% of portfolio
|
Q1 2024
Reduced 71.06%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
521,459
shares
|
$12.9 Million
0.01% of portfolio
|
Q1 2024
Reduced 62.54%
|
|
Fred Alger Management, LLC
New York, NY |
May 15, 2024 Q1 2024 |
507,526
shares
|
$12.5 Million
0.07% of portfolio
|
Q1 2024
Added 84.34%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
497,512
shares
|
$12.3 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.0%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
473,224
shares
|
$11.7 Million
0.0% of portfolio
|
Q1 2024
Reduced 65.01%
|
|
First Trust Advisors LP
Wheaton, IL |
May 13, 2024 Q1 2024 |
458,697
shares
|
$11.3 Million
0.01% of portfolio
|
Q1 2024
Added 46.0%
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2024 Q1 2024 |
457,103
shares
|
$11.3 Million
0.02% of portfolio
|
Q1 2024
Added 233.17%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
397,061
shares
|
$9.82 Million
0.07% of portfolio
|
Q2 2023
Reduced 1.11%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
395,765
shares
|
$9.78 Million
0.05% of portfolio
|
Q1 2024
Added 0.06%
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
391,666
shares
|
$9.68 Million
4.76% of portfolio
|
Q4 2022
New holding
|