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 $3.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,250
shares
|
$85,500
0.0% of portfolio
|
Q3 2024
Reduced 22.79%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
1,200
shares
|
$82,080
0.0% of portfolio
|
Q2 2023
Reduced 0.99%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
1,171
shares
|
$80,096
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
1,124
shares
|
$76,881
0.0% of portfolio
|
Q3 2024
Reduced 49.0%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
1,085
shares
|
$74,214
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
1,000
shares
|
$68,400
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
1,000
shares
|
$68,400
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
989
shares
|
$67,647
0.0% of portfolio
|
Q3 2024
Added 125.28%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
950
shares
|
$64,980
0.0% of portfolio
|
Q3 2024
Added 660.0%
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
900
shares
|
$61,560
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
893
shares
|
$61,081
0.0% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
891
shares
|
$60,944
0.0% of portfolio
|
Q3 2024
Reduced 21.22%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
869
shares
|
$59,439
0.0% of portfolio
|
Q3 2024
Added 22.22%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
865
shares
|
$59,166
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
818
shares
|
$55,951
0.0% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
816
shares
|
$55,814
0.0% of portfolio
|
Q3 2024
Added 27.5%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
813
shares
|
$55,609
0.01% of portfolio
|
Q1 2024
Added 713.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
710
shares
|
$48,564
0.0% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
705
shares
|
$48,222
0.0% of portfolio
|
Q1 2024
Reduced 4.21%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
664
shares
|
$45,417
0.0% of portfolio
|
Q3 2024
Reduced 75.98%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
610
shares
|
$41,724
0.0% of portfolio
|
Q3 2022
Added 159.57%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
600
shares
|
$41,040
0.0% of portfolio
|
Q3 2023
Reduced 25.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
557
shares
|
$38,098
0.0% of portfolio
|
Q3 2024
Added 212.92%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
504
shares
|
$34,473
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
490
shares
|
$33,516
0.0% of portfolio
|
Q1 2024
Reduced 3.92%
|