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 420 institutions that hold shares in the stock, with a total of 49.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
70
shares
|
$4,788
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
65
shares
|
$4,446
0.0% of portfolio
|
Q3 2024
Reduced 43.48%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
63
shares
|
$4,309
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
62
shares
|
$4,240
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
61
shares
|
$4,172
0.0% of portfolio
|
Q4 2023
Reduced 54.81%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
60
shares
|
$4,104
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
55
shares
|
$3,762
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
51
shares
|
$3,488
0.0% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
51
shares
|
$3,488
0.0% of portfolio
|
Q2 2024
Added 70.0%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
50
shares
|
$3,420
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
50
shares
|
$3,420
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
47
shares
|
$3,214
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
44
shares
|
$3,009
0.0% of portfolio
|
Q1 2023
Reduced 36.23%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
43
shares
|
$2,941
0.0% of portfolio
|
Q1 2023
Added 115.0%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
41
shares
|
$2,804
0.0% of portfolio
|
Q4 2021
Added 182.0%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
41
shares
|
$2,804
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
40
shares
|
$2,736
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
39
shares
|
$2,667
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
38
shares
|
$2,599
0.0% of portfolio
|
Q1 2022
Added 26.67%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
35
shares
|
$2,394
0.0% of portfolio
|
Q2 2023
Reduced 5.41%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
35
shares
|
$2,394
0.0% of portfolio
|
Q4 2021
Added 75.0%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
31
shares
|
$2,120
0.0% of portfolio
|
Q3 2023
Reduced 94.92%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
30
shares
|
$2,052
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
29
shares
|
$1,983
0.0% of portfolio
|
Q4 2023
Reduced 62.82%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
29
shares
|
$1,983
0.0% of portfolio
|
Q3 2024
Added 26.09%
|