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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
104
shares
|
$7,167
0.0% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
100
shares
|
$6,892
0.0% of portfolio
|
Q2 2024
Reduced 99.51%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
100
shares
|
$6,892
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
100
shares
|
$6,892
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
100
shares
|
$6,892
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
90
shares
|
$6,202
0.0% of portfolio
|
Q2 2024
Reduced 94.14%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
88
shares
|
$6,064
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
82
shares
|
$5,651
0.0% of portfolio
|
Q2 2025
Added 38.98%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
80
shares
|
$5,513
0.0% of portfolio
|
Q2 2025
Reduced 55.56%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
73
shares
|
$5,031
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
65
shares
|
$4,479
0.0% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
64
shares
|
$4,410
0.0% of portfolio
|
Q2 2025
Reduced 42.34%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
62
shares
|
$4,273
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
61
shares
|
$4,204
0.0% of portfolio
|
Q2 2025
Reduced 80.39%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
60
shares
|
$4,135
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
59
shares
|
$4,066
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
53
shares
|
$3,652
0.0% of portfolio
|
Q2 2025
Reduced 8.62%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
52
shares
|
$3,583
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
50
shares
|
$3,446
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
50
shares
|
$3,446
0.0% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
50
shares
|
$3,446
0.0% of portfolio
|
Q2 2025
Added 36.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
50
shares
|
$3,446
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
46
shares
|
$3,170
0.0% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
44
shares
|
$3,032
0.0% of portfolio
|
Q1 2023
Reduced 36.23%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
43
shares
|
$2,963
0.0% of portfolio
|
Q1 2023
Added 115.0%
|