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 |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
2,241
shares
|
$179,257
0.0% of portfolio
|
Q1 2025
Reduced 48.74%
|
|
|
Asset Management One Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
2,010
shares
|
$160,779
0.0% of portfolio
|
Q1 2025
Added 71.21%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,997
shares
|
$159,740
0.0% of portfolio
|
Q1 2025
Added 20.01%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,950
shares
|
$155,980
0.0% of portfolio
|
Q1 2025
Added 385.07%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
1,904
shares
|
$152,300
0.0% of portfolio
|
Q1 2025
Added 273.33%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
1,866
shares
|
$149,261
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,841
shares
|
$147,261
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,629
shares
|
$130,303
0.01% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
1,567
shares
|
$125,344
0.0% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
1,475
shares
|
$117,985
0.0% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
1,416
shares
|
$113,265
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
1,359
shares
|
$108,706
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
1,000
shares
|
$79,990
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
925
shares
|
$73,990
0.01% of portfolio
|
Q2 2025
Added 258.53%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
894
shares
|
$71,511
0.0% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
869
shares
|
$69,511
0.0% of portfolio
|
Q3 2024
Added 22.22%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
838
shares
|
$67,031
0.0% of portfolio
|
Q2 2025
Reduced 7.71%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
827
shares
|
$66,151
0.0% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
813
shares
|
$65,031
0.01% of portfolio
|
Q1 2024
Added 713.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
754
shares
|
$60,312
0.0% of portfolio
|
Q2 2025
Reduced 10.56%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
715
shares
|
$57,192
0.0% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
714
shares
|
$57,112
0.0% of portfolio
|
Q2 2025
Reduced 9.28%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
673
shares
|
$53,833
0.0% of portfolio
|
Q1 2025
Reduced 73.19%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
610
shares
|
$48,793
0.0% of portfolio
|
Q3 2022
Added 159.57%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
600
shares
|
$47,994
0.0% of portfolio
|
Q3 2023
Reduced 25.0%
|