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 479 institutions that hold shares in the stock, with a total of 57.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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 |
Feb 18, 2025 Q4 2024 |
60
shares
|
$2,867
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%
|
|
|
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%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
50
shares
|
$2,389
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
50
shares
|
$2,389
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
50
shares
|
$2,389
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
47
shares
|
$2,246
0.0% of portfolio
|
Q4 2024
Added 4600.0%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
44
shares
|
$2,102
0.0% of portfolio
|
Q1 2023
Reduced 36.23%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
43
shares
|
$2,054
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
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
41
shares
|
$1,959
0.0% of portfolio
|
Q4 2021
Added 182.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
41
shares
|
$1,959
0.0% of portfolio
|
Q4 2024
Added 17.14%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
39
shares
|
$1,863
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
|
$1,672
0.0% of portfolio
|
Q4 2021
Added 75.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
34
shares
|
$1,624
0.0% of portfolio
|
Q4 2024
Added 17.24%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
30
shares
|
$1,433
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
29
shares
|
$1,385
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%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
25
shares
|
$1,194
0.0% of portfolio
|
Q1 2024
Reduced 40.48%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
25
shares
|
$1,194
0.0% of portfolio
|
Q4 2024
Reduced 91.67%
|