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 |
|---|---|---|---|---|---|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Aug 11, 2025 Q2 2025 |
5,524
shares
|
$344,808
0.0% of portfolio
|
Q3 2023
Added 114.61%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
5,399
shares
|
$337,005
0.01% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Inceptionr LLC
Lafayette, CA |
Aug 12, 2025 Q2 2025 |
5,350
shares
|
$333,947
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
5,314
shares
|
$331,699
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
5,262
shares
|
$328,454
0.0% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
5,248
shares
|
$327,580
0.03% of portfolio
|
Q2 2025
Added 11.35%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
5,241
shares
|
$327,143
0.0% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
5,150
shares
|
$321,463
0.02% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
5,120
shares
|
$319,590
0.0% of portfolio
|
Q2 2025
Reduced 7.98%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
5,013
shares
|
$312,911
0.11% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
5,000
shares
|
$312,100
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
4,928
shares
|
$307,605
0.0% of portfolio
|
Q2 2025
Reduced 82.95%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
4,821
shares
|
$300,926
0.0% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
4,817
shares
|
$300,677
0.08% of portfolio
|
Q2 2025
Added 9.45%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
4,777
shares
|
$298,180
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
4,768
shares
|
$297,618
0.0% of portfolio
|
Q2 2025
Reduced 17.29%
|
|
|
R Squared LTD
Central, K3 |
Jul 31, 2025 Q2 2025 |
4,662
shares
|
$291,002
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
4,589
shares
|
$286,445
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
4,540
shares
|
$283,386
0.03% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,465
shares
|
$278,705
0.03% of portfolio
|
Q2 2025
Reduced 47.34%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
4,359
shares
|
$272,088
0.0% of portfolio
|
Q2 2025
Reduced 17.18%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
4,300
shares
|
$268,406
0.0% of portfolio
|
Q2 2025
Added 22.23%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,239
shares
|
$264,598
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caxton Associates LLP
London, |
Aug 14, 2025 Q2 2025 |
4,235
shares
|
$264,348
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Portman Square Capital LLP
London, X0 |
Jul 29, 2025 Q2 2025 |
4,213
shares
|
$262,975
0.01% of portfolio
|
Q2 2025
Reduced 40.71%
|