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 |
|---|---|---|---|---|---|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
16
shares
|
$764
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
15
shares
|
$717
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
14
shares
|
$669
0.0% of portfolio
|
Q3 2021
Added 835.71%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
13
shares
|
$621
0.04% of portfolio
|
Q1 2025
Reduced 13.33%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
13
shares
|
$621
0.0% of portfolio
|
Q4 2024
Added 30.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
13
shares
|
$621
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
11
shares
|
$525
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
10
shares
|
$478
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
10
shares
|
$478
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
10
shares
|
$478
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
10
shares
|
$478
0.0% of portfolio
|
Q3 2024
Reduced 87.8%
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
9
shares
|
$430
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
6
shares
|
$286
0.0% of portfolio
|
Q3 2024
Reduced 85.37%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
5
shares
|
$239
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
4
shares
|
$191
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
4
shares
|
$191
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
4
shares
|
$191
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Feb 14, 2025 Q4 2024 |
3
shares
|
$143
0.0% of portfolio
|
Q4 2024
Reduced 99.94%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
3
shares
|
$143
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
3
shares
|
$143
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
3
shares
|
$143
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
1
shares
|
$47
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
1
shares
|
$47
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|