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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
452
shares
|
$30,916
0.0% of portfolio
|
Q2 2024
Added 34.12%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
444
shares
|
$30,369
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
435
shares
|
$29,754
0.0% of portfolio
|
Q3 2024
Reduced 23.01%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
414
shares
|
$28,317
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
350
shares
|
$23,940
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
335
shares
|
$22,914
0.0% of portfolio
|
Q4 2023
Added 0.9%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 15, 2024 Q3 2024 |
315
shares
|
$21,546
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
310
shares
|
$21,204
0.01% of portfolio
|
Q1 2024
Reduced 44.64%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
308
shares
|
$21,067
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
308
shares
|
$21,067
0.01% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
300
shares
|
$20,520
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
300
shares
|
$20,520
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
300
shares
|
$20,520
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
300
shares
|
$20,520
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
300
shares
|
$20,520
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
300
shares
|
$20,520
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
280
shares
|
$19,152
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
272
shares
|
$18,604
0.0% of portfolio
|
Q3 2024
Added 353.33%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
267
shares
|
$18,262
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
264
shares
|
$18,057
0.0% of portfolio
|
Q3 2024
Reduced 17.24%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
215
shares
|
$14,706
0.0% of portfolio
|
Q3 2023
Reduced 70.01%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
214
shares
|
$14,637
0.0% of portfolio
|
Q2 2022
Added 44.28%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
210
shares
|
$14,364
0.0% of portfolio
|
Q2 2024
Reduced 1.41%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
200
shares
|
$13,680
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
200
shares
|
$13,680
0.0% of portfolio
|
Q3 2024
New holding
|