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 |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
200
shares
|
$15,997
0.0% of portfolio
|
Q2 2025
Reduced 20.32%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
200
shares
|
$15,997
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
200
shares
|
$15,997
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
200
shares
|
$15,997
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
180
shares
|
$14,398
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
173
shares
|
$13,838
0.0% of portfolio
|
Q1 2025
Reduced 13.07%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
165
shares
|
$13,198
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
163
shares
|
$13,038
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
159
shares
|
$12,718
0.0% of portfolio
|
Q3 2024
Reduced 75.65%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
154
shares
|
$12,318
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
153
shares
|
$12,238
0.0% of portfolio
|
Q2 2025
Reduced 94.33%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
152
shares
|
$12,158
0.0% of portfolio
|
Q1 2025
Reduced 32.14%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
150
shares
|
$11,998
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
150
shares
|
$11,998
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
143
shares
|
$11,438
0.0% of portfolio
|
Q1 2025
Added 17.21%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
140
shares
|
$11,198
0.0% of portfolio
|
Q1 2025
Added 8.53%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
135
shares
|
$10,798
0.0% of portfolio
|
Q1 2025
Added 42.11%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
130
shares
|
$10,398
0.0% of portfolio
|
Q2 2025
Reduced 70.25%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
118
shares
|
$9,438
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
111
shares
|
$8,878
0.0% of portfolio
|
Q1 2025
Added 226.47%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
107
shares
|
$8,558
0.0% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
105
shares
|
$8,398
0.0% of portfolio
|
Q1 2025
Reduced 43.85%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
104
shares
|
$8,318
0.0% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
100
shares
|
$7,998
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
100
shares
|
$7,998
0.0% of portfolio
|
Q2 2024
Reduced 99.51%
|