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 |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
908
shares
|
$43,402
0.0% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
908
shares
|
$43,402
0.0% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
869
shares
|
$41,538
0.0% of portfolio
|
Q3 2024
Added 22.22%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Feb 07, 2025 Q4 2024 |
857
shares
|
$40,964
0.0% of portfolio
|
Q4 2024
Reduced 66.42%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
843
shares
|
$40,295
0.0% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
818
shares
|
$39,100
0.0% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
813
shares
|
$38,861
0.01% of portfolio
|
Q1 2024
Added 713.0%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
809
shares
|
$38,670
0.0% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
705
shares
|
$33,699
0.0% of portfolio
|
Q1 2024
Reduced 4.21%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
610
shares
|
$29,158
0.0% of portfolio
|
Q3 2022
Added 159.57%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
600
shares
|
$28,680
0.0% of portfolio
|
Q3 2023
Reduced 25.0%
|
|
|
Virtus Fund Advisers, LLC
Hartford, CT |
Feb 14, 2025 Q4 2024 |
518
shares
|
$24,760
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Feb 14, 2025 Q4 2024 |
510
shares
|
$24,378
0.0% of portfolio
|
Q4 2024
Reduced 92.51%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
510
shares
|
$24,378
0.01% of portfolio
|
Q1 2025
Added 142.86%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
485
shares
|
$23,183
0.0% of portfolio
|
Q4 2024
Added 11.49%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
444
shares
|
$21,223
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
437
shares
|
$20,888
0.01% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
427
shares
|
$20,410
0.0% of portfolio
|
Q4 2024
Reduced 12.86%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
418
shares
|
$19,980
0.0% of portfolio
|
Q4 2024
Reduced 24.96%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
402
shares
|
$19,215
0.0% of portfolio
|
Q4 2024
Reduced 67.84%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
391
shares
|
$18,689
0.0% of portfolio
|
Q1 2025
Added 16.72%
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
390
shares
|
$18,642
0.0% of portfolio
|
Q1 2024
Reduced 99.74%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
370
shares
|
$17,686
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
352
shares
|
$16,825
0.0% of portfolio
|
Q4 2024
Reduced 22.12%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
348
shares
|
$16,634
0.01% of portfolio
|
Q4 2024
Reduced 59.77%
|