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 |
|---|---|---|---|---|---|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
300
shares
|
$20,676
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
300
shares
|
$20,676
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
300
shares
|
$20,676
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
279
shares
|
$19,228
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
254
shares
|
$17,505
0.0% of portfolio
|
Q1 2025
Reduced 9.29%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
248
shares
|
$17,092
0.02% of portfolio
|
Q2 2025
Added 110.17%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
204
shares
|
$14,059
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
204
shares
|
$14,059
0.0% of portfolio
|
Q2 2025
Added 145.78%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
202
shares
|
$13,921
0.01% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
200
shares
|
$13,784
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
200
shares
|
$13,784
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
200
shares
|
$13,784
0.0% of portfolio
|
Q2 2025
Reduced 20.32%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
200
shares
|
$13,784
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
170
shares
|
$11,716
0.0% of portfolio
|
Q2 2025
Added 25.93%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
166
shares
|
$11,440
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
166
shares
|
$11,440
0.0% of portfolio
|
Q2 2025
Added 18.57%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
165
shares
|
$11,371
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
163
shares
|
$11,233
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
159
shares
|
$10,958
0.0% of portfolio
|
Q3 2024
Reduced 75.65%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
153
shares
|
$10,544
0.0% of portfolio
|
Q2 2025
Reduced 94.33%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
152
shares
|
$10,475
0.0% of portfolio
|
Q1 2025
Reduced 32.14%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
150
shares
|
$10,338
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
143
shares
|
$9,855
0.0% of portfolio
|
Q2 2025
Added 62.5%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
130
shares
|
$8,959
0.0% of portfolio
|
Q2 2025
Reduced 70.25%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
107
shares
|
$7,374
0.0% of portfolio
|
Q2 2025
Reduced 6.14%
|