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 478 institutions that hold shares in the stock, with a total of 57.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
6,086
shares
|
$486,819
0.05% of portfolio
|
Q2 2025
Added 7.2%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
May 12, 2025 Q1 2025 |
6,007
shares
|
$480,499
0.13% of portfolio
|
Q4 2024
Reduced 14.27%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
5,930
shares
|
$474,340
0.0% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
5,920
shares
|
$473,540
0.0% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Synergy Financial Group, LTD
|
May 14, 2025 Q1 2025 |
5,793
shares
|
$463,382
0.25% of portfolio
|
Q4 2024
Reduced 10.1%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
5,765
shares
|
$461,142
0.0% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
5,564
shares
|
$445,064
0.0% of portfolio
|
Q1 2025
Added 6.61%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
5,524
shares
|
$441,864
0.0% of portfolio
|
Q3 2023
Added 114.61%
|
|
|
J. Goldman & CO LP
New York, NY |
May 15, 2025 Q1 2025 |
5,500
shares
|
$439,945
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
5,425
shares
|
$433,945
0.01% of portfolio
|
Q1 2025
Added 9.77%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
5,274
shares
|
$421,867
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
5,262
shares
|
$420,907
0.0% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Strs Ohio
|
May 28, 2025 Q1 2025 |
5,200
shares
|
$415,948
0.0% of portfolio
|
Q4 2024
Added 59.62%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
5,150
shares
|
$411,948
0.02% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
5,127
shares
|
$410,108
0.0% of portfolio
|
Q1 2025
Added 12.58%
|
|
|
Emc Capital Management
Houston, TX |
May 15, 2025 Q1 2025 |
5,100
shares
|
$407,949
0.14% of portfolio
|
Q4 2024
Reduced 74.5%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
5,072
shares
|
$405,709
0.0% of portfolio
|
Q1 2025
Reduced 11.78%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
5,013
shares
|
$400,989
0.11% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
4,905
shares
|
$392,350
0.0% of portfolio
|
Q1 2025
Reduced 34.83%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
4,821
shares
|
$385,631
0.0% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
4,749
shares
|
$379,872
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
4,727
shares
|
$378,112
0.0% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
4,713
shares
|
$376,992
0.02% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
4,677
shares
|
$374,113
0.0% of portfolio
|
Q1 2025
Added 10.78%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
4,628
shares
|
$370,193
0.0% of portfolio
|
Q1 2025
Added 13.85%
|