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 478 institutions that hold shares in the stock, with a total of 57.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
4,620
shares
|
$369,553
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
4,589
shares
|
$367,074
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
4,541
shares
|
$363,234
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
4,532
shares
|
$362,514
0.01% of portfolio
|
Q1 2025
Reduced 56.65%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
4,478
shares
|
$358,195
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
4,401
shares
|
$352,035
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
4,359
shares
|
$348,676
0.0% of portfolio
|
Q2 2025
Reduced 17.18%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
4,210
shares
|
$336,757
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
4,152
shares
|
$332,118
0.0% of portfolio
|
Q1 2025
Added 211.01%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
4,016
shares
|
$321,239
0.0% of portfolio
|
Q1 2025
Added 313.59%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
4,000
shares
|
$319,960
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
3,964
shares
|
$317,080
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
3,959
shares
|
$316,680
0.32% of portfolio
|
Q4 2023
Reduced 23.73%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
3,741
shares
|
$299,242
0.0% of portfolio
|
Q1 2025
Added 21.15%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
3,527
shares
|
$282,124
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
3,518
shares
|
$281,404
0.0% of portfolio
|
Q1 2025
Added 11.15%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,497
shares
|
$279,725
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
3,450
shares
|
$275,965
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,420
shares
|
$273,565
0.0% of portfolio
|
Q2 2024
Added 96.21%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
3,360
shares
|
$268,766
0.03% of portfolio
|
Q2 2025
Added 1500.0%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
3,050
shares
|
$243,969
0.03% of portfolio
|
Q4 2024
Reduced 16.44%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
2,888
shares
|
$231,011
0.07% of portfolio
|
Q1 2025
Added 482.26%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
2,760
shares
|
$220,772
0.06% of portfolio
|
Q1 2025
Reduced 35.21%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
2,759
shares
|
$220,692
0.0% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
2,684
shares
|
$214,693
0.0% of portfolio
|
Q1 2025
Added 18.19%
|