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 478 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 $4.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
8
shares
|
$661
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
6
shares
|
$496
0.0% of portfolio
|
Q3 2024
Reduced 85.37%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
4
shares
|
$330
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
4
shares
|
$330
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
3
shares
|
$248
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
2
shares
|
$165
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
1
shares
|
$82
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1
shares
|
$82
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|