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 |
|---|---|---|---|---|---|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
150
shares
|
$7,170
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
146
shares
|
$6,978
0.0% of portfolio
|
Q4 2024
Reduced 23.16%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
140
shares
|
$6,692
0.0% of portfolio
|
Q1 2025
Added 8.53%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
135
shares
|
$6,453
0.0% of portfolio
|
Q1 2025
Added 42.11%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
122
shares
|
$5,831
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
118
shares
|
$5,640
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
114
shares
|
$5,449
0.0% of portfolio
|
Q1 2025
Added 26.67%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
100
shares
|
$4,780
0.0% of portfolio
|
Q4 2024
Added 566.67%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
100
shares
|
$4,780
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
100
shares
|
$4,780
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
100
shares
|
$4,780
0.0% of portfolio
|
Q4 2024
Reduced 31.03%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
100
shares
|
$4,780
0.0% of portfolio
|
Q2 2024
Reduced 99.51%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
100
shares
|
$4,780
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
90
shares
|
$4,302
0.0% of portfolio
|
Q2 2024
Reduced 94.14%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
88
shares
|
$4,206
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
81
shares
|
$3,871
0.0% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Feb 18, 2025 Q4 2024 |
81
shares
|
$3,871
0.0% of portfolio
|
Q2 2022
Added 8000.0%
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
81
shares
|
$3,871
0.0% of portfolio
|
Q4 2024
Reduced 95.3%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
72
shares
|
$3,441
0.0% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
65
shares
|
$3,107
0.0% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
61
shares
|
$2,915
0.0% of portfolio
|
Q4 2023
Reduced 54.81%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
60
shares
|
$2,868
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
56
shares
|
$2,676
0.0% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
54
shares
|
$2,581
0.0% of portfolio
|
Q1 2025
Added 14.89%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
52
shares
|
$2,485
0.0% of portfolio
|
Q1 2025
New holding
|