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 |
|---|---|---|---|---|---|
|
Raelipskie Partnership
Waterloo, A6 |
Jan 31, 2025 Q4 2024 |
315
shares
|
$15,057
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
300
shares
|
$14,340
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
300
shares
|
$14,340
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
300
shares
|
$14,340
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
300
shares
|
$14,340
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
300
shares
|
$14,340
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
300
shares
|
$14,340
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
280
shares
|
$13,384
0.0% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
258
shares
|
$12,332
0.0% of portfolio
|
Q4 2024
Added 60.25%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
251
shares
|
$11,997
0.0% of portfolio
|
Q1 2025
Added 25.5%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
224
shares
|
$10,707
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
215
shares
|
$10,277
0.0% of portfolio
|
Q3 2023
Reduced 70.01%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
210
shares
|
$10,038
0.0% of portfolio
|
Q2 2024
Reduced 1.41%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
204
shares
|
$9,751
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
203
shares
|
$9,703
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
201
shares
|
$9,607
0.01% of portfolio
|
Q4 2024
Reduced 34.74%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
200
shares
|
$9,560
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
200
shares
|
$9,560
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
197
shares
|
$9,416
0.0% of portfolio
|
Q4 2024
Added 18.67%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
188
shares
|
$8,986
0.0% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
187
shares
|
$8,938
0.0% of portfolio
|
Q4 2024
Added 53.28%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
173
shares
|
$8,269
0.0% of portfolio
|
Q1 2025
Reduced 13.07%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
165
shares
|
$7,886
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
163
shares
|
$7,791
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
159
shares
|
$7,600
0.0% of portfolio
|
Q3 2024
Reduced 75.65%
|