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 $4.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
3,050
shares
|
$210,206
0.04% of portfolio
|
Q4 2024
Reduced 16.44%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
2,888
shares
|
$199,040
0.07% of portfolio
|
Q2 2025
Reduced 57.38%
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
2,759
shares
|
$190,150
0.0% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
2,750
shares
|
$189,530
0.07% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
2,413
shares
|
$166,303
0.0% of portfolio
|
Q2 2025
Reduced 35.5%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
2,295
shares
|
$158,171
0.0% of portfolio
|
Q2 2025
Reduced 14.49%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,284
shares
|
$157,413
0.0% of portfolio
|
Q2 2025
Added 17.13%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
2,275
shares
|
$156,793
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Management One Co., Ltd.
|
Jul 31, 2025 Q2 2025 |
1,943
shares
|
$133,911
0.0% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
1,866
shares
|
$128,604
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,820
shares
|
$125,434
0.18% of portfolio
|
Q2 2025
Reduced 47.96%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,629
shares
|
$112,270
0.01% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,625
shares
|
$111,995
0.0% of portfolio
|
Q2 2025
Added 839.31%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
1,500
shares
|
$103,380
0.16% of portfolio
|
Q2 2025
Added 1775.0%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
1,416
shares
|
$97,590
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,393
shares
|
$96,005
0.0% of portfolio
|
Q2 2025
Reduced 66.45%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
1,200
shares
|
$82,704
0.0% of portfolio
|
Q2 2025
Added 140.0%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
1,072
shares
|
$73,882
0.0% of portfolio
|
Q2 2025
Reduced 43.7%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
1,068
shares
|
$73,606
0.0% of portfolio
|
Q2 2025
Added 29.14%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
1,000
shares
|
$68,920
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Walleye Trading LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
973
shares
|
$67,059
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
948
shares
|
$65,336
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
925
shares
|
$63,751
0.01% of portfolio
|
Q2 2025
Added 258.53%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
894
shares
|
$61,614
0.0% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
875
shares
|
$60,305
0.0% of portfolio
|
Q2 2025
Reduced 40.68%
|