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 476 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 $4.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
41
shares
|
$3,279
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
40
shares
|
$3,199
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
40
shares
|
$3,199
0.0% of portfolio
|
Q1 2025
Added 37.93%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
39
shares
|
$3,119
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
38
shares
|
$3,039
0.0% of portfolio
|
Q1 2022
Added 26.67%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
35
shares
|
$2,799
0.0% of portfolio
|
Q4 2021
Added 75.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
35
shares
|
$2,799
0.0% of portfolio
|
Q1 2025
Reduced 14.63%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
30
shares
|
$2,399
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
27
shares
|
$2,159
0.0% of portfolio
|
Q4 2024
Reduced 87.38%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
25
shares
|
$1,999
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
25
shares
|
$1,999
0.0% of portfolio
|
Q4 2024
Reduced 91.67%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
23
shares
|
$1,839
0.0% of portfolio
|
Q1 2025
Added 155.56%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
22
shares
|
$1,759
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
17
shares
|
$1,359
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
16
shares
|
$1,279
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
15
shares
|
$1,199
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
14
shares
|
$1,119
0.0% of portfolio
|
Q3 2021
Added 835.71%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
13
shares
|
$1,039
0.04% of portfolio
|
Q1 2025
Reduced 13.33%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
13
shares
|
$1,039
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
11
shares
|
$879
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
10
shares
|
$799
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
10
shares
|
$799
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
10
shares
|
$799
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
10
shares
|
$799
0.0% of portfolio
|
Q1 2025
Reduced 23.08%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
10
shares
|
$799
0.0% of portfolio
|
Q3 2024
Reduced 87.8%
|