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 |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
679,055
shares
|
$54.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.12%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
677,049
shares
|
$54.2 Million
0.15% of portfolio
|
Q1 2025
Added 48.75%
|
|
|
Summit Partners Public Asset Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
671,000
shares
|
$53.7 Million
0.94% of portfolio
|
Q1 2025
Reduced 31.74%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
657,855
shares
|
$52.6 Million
0.01% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
476,646
shares
|
$38.1 Million
0.27% of portfolio
|
Q1 2025
Reduced 20.08%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
440,294
shares
|
$35.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
426,077
shares
|
$34.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.17%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
414,893
shares
|
$33.2 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kadensa Capital LTD
Central, K3 |
May 15, 2025 Q1 2025 |
412,171
shares
|
$33 Million
2.73% of portfolio
|
Q1 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
397,061
shares
|
$31.8 Million
0.07% of portfolio
|
Q2 2023
Reduced 1.11%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
391,666
shares
|
$31.3 Million
4.76% of portfolio
|
Q4 2022
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
387,368
shares
|
$31 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
351,101
shares
|
$28.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
262,327
shares
|
$21 Million
0.17% of portfolio
|
Q1 2025
Added 57.05%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
May 14, 2025 Q1 2025 |
262,000
shares
|
$21 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
234,794
shares
|
$18.8 Million
0.0% of portfolio
|
Q1 2025
Added 618.02%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
226,883
shares
|
$18.1 Million
0.05% of portfolio
|
Q1 2025
Added 114.82%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
217,631
shares
|
$17.4 Million
0.1% of portfolio
|
Q1 2025
Added 54.67%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
204,678
shares
|
$16.4 Million
0.01% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
186,885
shares
|
$14.9 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
180,300
shares
|
$14.4 Million
0.83% of portfolio
|
Q1 2025
New holding
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
180,035
shares
|
$14.4 Million
0.29% of portfolio
|
Q1 2025
Added 454.76%
|
|
|
Twin Tree Management, LP
Dallas, TX |
May 15, 2025 Q1 2025 |
175,857
shares
|
$14.1 Million
0.02% of portfolio
|
Q1 2025
Added 766.12%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
173,017
shares
|
$13.8 Million
0.0% of portfolio
|
Q1 2025
Added 18.72%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
May 14, 2025 Q1 2025 |
172,600
shares
|
$13.8 Million
0.01% of portfolio
|
Q1 2025
New holding
|