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 510 institutions that hold shares in the stock, with a total of 62.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
State Of Wisconsin Investment Board
Madison, WI |
Aug 14, 2025 Q2 2025 |
8,143
shares
|
$561,215
0.0% of portfolio
|
Q2 2025
Reduced 39.89%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
8,107
shares
|
$558,734
0.0% of portfolio
|
Q2 2025
Added 12.93%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
8,037
shares
|
$553,910
0.0% of portfolio
|
Q2 2025
Added 100.12%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
8,033
shares
|
$553,634
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
7,992
shares
|
$550,808
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
7,984
shares
|
$550,257
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
7,777
shares
|
$535,990
0.01% of portfolio
|
Q2 2025
Added 68.04%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
7,683
shares
|
$529,512
0.06% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Aug 05, 2025 Q2 2025 |
7,462
shares
|
$514,281
0.11% of portfolio
|
Q2 2025
Added 8.93%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
7,230
shares
|
$498,291
0.0% of portfolio
|
Q2 2025
Reduced 43.12%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
7,187
shares
|
$495,328
0.01% of portfolio
|
Q2 2025
Added 21.2%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Aug 14, 2025 Q2 2025 |
7,123
shares
|
$490,917
0.06% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
7,086
shares
|
$488,367
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
7,000
shares
|
$482,440
0.0% of portfolio
|
Q2 2025
Reduced 83.5%
|
|
|
Xponance, Inc.
|
Aug 14, 2025 Q2 2025 |
6,755
shares
|
$465,554
0.0% of portfolio
|
Q2 2025
Added 9.46%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,727
shares
|
$463,624
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Aug 12, 2025 Q2 2025 |
6,600
shares
|
$454,872
0.15% of portfolio
|
Q2 2025
Reduced 19.22%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
6,472
shares
|
$446,050
0.0% of portfolio
|
Q2 2025
Added 44.53%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
6,470
shares
|
$445,912
0.03% of portfolio
|
Q2 2025
Reduced 56.66%
|
|
|
Synergy Financial Group, LTD
|
Aug 15, 2025 Q2 2025 |
6,281
shares
|
$432,886
0.31% of portfolio
|
Q2 2025
Added 8.42%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
6,086
shares
|
$419,447
0.05% of portfolio
|
Q2 2025
Added 7.2%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jul 28, 2025 Q2 2025 |
6,007
shares
|
$414,002
0.16% of portfolio
|
Q4 2024
Reduced 14.27%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
5,990
shares
|
$412,830
0.0% of portfolio
|
Q2 2025
Reduced 94.95%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,925
shares
|
$408,351
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
5,683
shares
|
$391,672
0.0% of portfolio
|
Q2 2025
Added 20.22%
|