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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
42
shares
|
$2,894
0.0% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
41
shares
|
$2,825
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
41
shares
|
$2,825
0.0% of portfolio
|
Q4 2021
Added 182.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
40
shares
|
$2,756
0.0% of portfolio
|
Q1 2025
Added 37.93%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
40
shares
|
$2,756
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
39
shares
|
$2,687
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gould Capital, LLC
|
Aug 14, 2025 Q2 2025 |
38
shares
|
$2,618
0.0% of portfolio
|
Q1 2022
Added 26.67%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
35
shares
|
$2,412
0.0% of portfolio
|
Q4 2021
Added 75.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
27
shares
|
$1,860
0.0% of portfolio
|
Q2 2025
Reduced 82.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
27
shares
|
$1,860
0.0% of portfolio
|
Q4 2024
Reduced 87.38%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
25
shares
|
$1,723
0.0% of portfolio
|
Q4 2024
Reduced 91.67%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
24
shares
|
$1,654
0.0% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
22
shares
|
$1,516
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
17
shares
|
$1,171
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
15
shares
|
$1,033
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
15
shares
|
$1,033
0.0% of portfolio
|
Q2 2025
Reduced 98.27%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
14
shares
|
$964
0.0% of portfolio
|
Q3 2021
Added 835.71%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
13
shares
|
$895
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
13
shares
|
$895
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
13
shares
|
$895
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
12
shares
|
$827
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
11
shares
|
$758
0.03% of portfolio
|
Q2 2025
Reduced 15.38%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
11
shares
|
$758
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
10
shares
|
$689
0.0% of portfolio
|
Q2 2025
Reduced 90.48%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
10
shares
|
$689
0.0% of portfolio
|
Q2 2025
New holding
|