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 |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,368
shares
|
$160,990
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
3,259
shares
|
$155,780
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Nebula Research & Development LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,259
shares
|
$155,780
0.02% of portfolio
|
Q4 2024
Reduced 46.56%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Feb 07, 2025 Q4 2024 |
3,250
shares
|
$155,350
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Feb 12, 2025 Q4 2024 |
3,165
shares
|
$151,287
0.0% of portfolio
|
Q4 2024
Reduced 55.18%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
3,110
shares
|
$148,658
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
3,050
shares
|
$145,790
0.03% of portfolio
|
Q4 2024
Reduced 16.44%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
2,888
shares
|
$138,046
0.07% of portfolio
|
Q1 2025
Added 482.26%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
2,759
shares
|
$131,880
0.0% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
2,699
shares
|
$129,012
0.02% of portfolio
|
Q1 2025
Added 12752.38%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Feb 13, 2025 Q4 2024 |
2,510
shares
|
$119,978
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
2,271
shares
|
$108,553
0.0% of portfolio
|
Q4 2024
Reduced 40.57%
|
|
|
Asset Management One Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
2,010
shares
|
$96,078
0.0% of portfolio
|
Q1 2025
Added 71.21%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
1,866
shares
|
$89,194
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,664
shares
|
$79,539
0.0% of portfolio
|
Q4 2024
Added 150.6%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
1,605
shares
|
$76,719
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
1,575
shares
|
$75,285
0.0% of portfolio
|
Q4 2024
Added 31.25%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
1,560
shares
|
$74,568
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
1,520
shares
|
$72,656
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
1,416
shares
|
$67,684
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
1,400
shares
|
$66,920
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,335
shares
|
$63,812
0.0% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
1,000
shares
|
$47,800
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
971
shares
|
$46,413
0.0% of portfolio
|
Q4 2024
Added 256.99%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
943
shares
|
$45,075
0.06% of portfolio
|
Q4 2024
New holding
|