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 474 institutions that hold shares in the stock, with a total of 57 Million shares, which have been reported (via 13F filing form) to have a value of $2.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Emc Capital Management
Houston, TX |
Jan 23, 2025 Q4 2024 |
5,100
shares
|
$243,780
0.18% of portfolio
|
Q4 2024
Reduced 74.5%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
5,082
shares
|
$242,919
0.0% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
5,013
shares
|
$239,621
0.11% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
4,942
shares
|
$236,227
0.0% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,848
shares
|
$231,734
0.02% of portfolio
|
Q4 2024
Reduced 66.93%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
4,817
shares
|
$230,252
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
4,753
shares
|
$227,193
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Credit Agricole S A
|
Feb 14, 2025 Q4 2024 |
4,726
shares
|
$225,902
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,718
shares
|
$225,520
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
4,620
shares
|
$220,836
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Entropy Technologies, LP
New York, NY |
Jan 28, 2025 Q4 2024 |
4,617
shares
|
$220,692
0.03% of portfolio
|
Q4 2024
Reduced 83.38%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Apr 16, 2025 Q1 2025 |
4,589
shares
|
$219,354
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
4,561
shares
|
$218,015
0.03% of portfolio
|
Q4 2024
Reduced 56.14%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
4,554
shares
|
$217,681
0.01% of portfolio
|
Q4 2024
Reduced 63.31%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
4,372
shares
|
$208,981
0.01% of portfolio
|
Q4 2024
Reduced 65.79%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
4,260
shares
|
$203,628
0.12% of portfolio
|
Q4 2024
Reduced 23.38%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
4,222
shares
|
$201,811
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
4,065
shares
|
$194,307
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
3,959
shares
|
$189,240
0.32% of portfolio
|
Q4 2023
Reduced 23.73%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
3,741
shares
|
$178,819
0.0% of portfolio
|
Q1 2025
Added 21.15%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
3,675
shares
|
$175,665
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Feb 11, 2025 Q4 2024 |
3,642
shares
|
$174,087
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
3,600
shares
|
$172,080
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,420
shares
|
$163,476
0.0% of portfolio
|
Q2 2024
Added 96.21%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Feb 11, 2025 Q4 2024 |
3,389
shares
|
$161,994
0.08% of portfolio
|
Q4 2024
New holding
|