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 $4.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
864
shares
|
$59,546
0.0% of portfolio
|
Q2 2025
Added 72.11%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
838
shares
|
$57,754
0.0% of portfolio
|
Q2 2025
Reduced 7.71%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Aug 05, 2025 Q2 2025 |
816
shares
|
$56,238
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
813
shares
|
$56,031
0.01% of portfolio
|
Q1 2024
Added 713.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
754
shares
|
$51,965
0.0% of portfolio
|
Q2 2025
Reduced 10.56%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
714
shares
|
$49,208
0.0% of portfolio
|
Q2 2025
Reduced 9.28%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
697
shares
|
$48,037
0.0% of portfolio
|
Q2 2025
Reduced 65.1%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Aug 14, 2025 Q2 2025 |
673
shares
|
$46,383
0.0% of portfolio
|
Q1 2025
Reduced 73.19%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
610
shares
|
$42,041
0.0% of portfolio
|
Q3 2022
Added 159.57%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
600
shares
|
$41,352
0.0% of portfolio
|
Q3 2023
Reduced 25.0%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
532
shares
|
$36,665
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Virtus Fund Advisers, LLC
Hartford, CT |
Feb 14, 2025 Q4 2024 |
518
shares
|
$35,700
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
510
shares
|
$35,149
0.01% of portfolio
|
Q1 2025
Added 142.86%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
444
shares
|
$30,600
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
443
shares
|
$30,531
0.0% of portfolio
|
Q2 2025
Reduced 94.05%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
382
shares
|
$26,327
0.0% of portfolio
|
Q2 2025
Reduced 7.28%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
376
shares
|
$25,913
0.0% of portfolio
|
Q2 2025
Added 162.94%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
370
shares
|
$25,500
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
354
shares
|
$24,397
0.0% of portfolio
|
Q2 2025
Added 43.9%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
352
shares
|
$24,259
0.0% of portfolio
|
Q2 2025
Reduced 22.12%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
332
shares
|
$22,881
0.0% of portfolio
|
Q2 2025
Added 9.93%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
303
shares
|
$20,882
0.01% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
300
shares
|
$20,676
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
300
shares
|
$20,676
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
300
shares
|
$20,676
0.0% of portfolio
|
Q3 2024
New holding
|