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 |
|---|---|---|---|---|---|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
52
shares
|
$2,485
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
51
shares
|
$2,437
0.0% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
51
shares
|
$2,437
0.0% of portfolio
|
Q4 2024
Reduced 71.02%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
51
shares
|
$2,437
0.0% of portfolio
|
Q2 2024
Added 70.0%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
51
shares
|
$2,437
0.0% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
50
shares
|
$2,390
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
50
shares
|
$2,390
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
50
shares
|
$2,390
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
44
shares
|
$2,103
0.0% of portfolio
|
Q1 2023
Reduced 36.23%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
43
shares
|
$2,055
0.0% of portfolio
|
Q1 2023
Added 115.0%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
41
shares
|
$1,959
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
41
shares
|
$1,959
0.0% of portfolio
|
Q4 2024
Added 17.14%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
41
shares
|
$1,959
0.0% of portfolio
|
Q4 2021
Added 182.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
39
shares
|
$1,864
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gould Capital, LLC
|
Feb 21, 2025 Q4 2024 |
38
shares
|
$1,816
0.0% of portfolio
|
Q1 2022
Added 26.67%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
35
shares
|
$1,673
0.0% of portfolio
|
Q4 2021
Added 75.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
34
shares
|
$1,625
0.0% of portfolio
|
Q4 2024
Added 17.24%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
29
shares
|
$1,386
0.0% of portfolio
|
Q4 2023
Reduced 62.82%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
27
shares
|
$1,290
0.0% of portfolio
|
Q4 2024
Reduced 87.38%
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
25
shares
|
$1,195
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
25
shares
|
$1,195
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
25
shares
|
$1,195
0.0% of portfolio
|
Q4 2024
Reduced 91.67%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
22
shares
|
$1,051
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sawyer & Company, Inc
|
Apr 22, 2025 Q1 2025 |
17
shares
|
$812
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
16
shares
|
$764
0.0% of portfolio
|
Q2 2024
New holding
|