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 |
|---|---|---|---|---|---|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
4,210
shares
|
$262,788
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
4,171
shares
|
$260,353
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
4,170
shares
|
$260,291
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
4,000
shares
|
$249,680
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Worth Venture Partners, LLC
Fort Lee, NJ |
Aug 12, 2025 Q2 2025 |
4,000
shares
|
$249,680
2.53% of portfolio
|
Q2 2025
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
3,964
shares
|
$247,432
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
3,959
shares
|
$247,120
0.32% of portfolio
|
Q4 2023
Reduced 23.73%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
3,821
shares
|
$238,506
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
3,783
shares
|
$236,134
0.01% of portfolio
|
Q2 2025
Reduced 30.27%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
3,675
shares
|
$229,393
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
3,600
shares
|
$224,712
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,555
shares
|
$221,903
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
3,527
shares
|
$220,155
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
3,450
shares
|
$215,349
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,420
shares
|
$213,476
0.0% of portfolio
|
Q2 2024
Added 96.21%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,391
shares
|
$211,666
0.0% of portfolio
|
Q2 2025
Reduced 47.17%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
3,360
shares
|
$209,731
0.03% of portfolio
|
Q2 2025
Added 1500.0%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
3,358
shares
|
$209,606
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
3,354
shares
|
$209,356
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
3,345
shares
|
$208,794
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Investment Partners, LLC
|
Aug 06, 2025 Q2 2025 |
3,296
shares
|
$205,736
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
3,271
shares
|
$204,175
0.0% of portfolio
|
Q2 2025
Added 108.74%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
3,250
shares
|
$202,865
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
3,219
shares
|
$200,929
0.0% of portfolio
|
Q2 2025
Reduced 31.17%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,197
shares
|
$199,556
0.0% of portfolio
|
Q2 2025
New holding
|