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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
532
shares
|
$42,554
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Virtus Fund Advisers, LLC
Hartford, CT |
Feb 14, 2025 Q4 2024 |
518
shares
|
$41,434
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
510
shares
|
$40,794
0.01% of portfolio
|
Q1 2025
Added 142.86%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
502
shares
|
$40,154
0.0% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
500
shares
|
$39,995
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
452
shares
|
$36,155
0.0% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
444
shares
|
$35,515
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
412
shares
|
$32,955
0.0% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
370
shares
|
$29,596
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
311
shares
|
$24,876
0.0% of portfolio
|
Q1 2025
Added 409.84%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
303
shares
|
$24,236
0.01% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
302
shares
|
$24,156
0.0% of portfolio
|
Q1 2025
Reduced 27.75%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
300
shares
|
$23,997
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
300
shares
|
$23,997
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
300
shares
|
$23,997
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
300
shares
|
$23,997
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
300
shares
|
$23,997
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
300
shares
|
$23,997
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
254
shares
|
$20,317
0.0% of portfolio
|
Q1 2025
Reduced 9.29%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
246
shares
|
$19,677
0.0% of portfolio
|
Q1 2025
Added 24.87%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
236
shares
|
$18,877
0.0% of portfolio
|
Q1 2025
Added 191.36%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
215
shares
|
$17,197
0.0% of portfolio
|
Q3 2023
Reduced 70.01%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
204
shares
|
$16,317
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
202
shares
|
$16,157
0.01% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
200
shares
|
$15,997
0.0% of portfolio
|
Q3 2024
New holding
|