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 |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
690,122
shares
|
$47.6 Million
0.01% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
679,055
shares
|
$46.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.12%
|
|
|
Mane Global Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
673,712
shares
|
$46.4 Million
2.01% of portfolio
|
Q2 2025
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
652,826
shares
|
$45 Million
0.03% of portfolio
|
Q2 2025
Reduced 46.66%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
629,285
shares
|
$43.4 Million
0.31% of portfolio
|
Q2 2025
Added 189.15%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
583,871
shares
|
$40.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 20.23%
|
|
|
Summit Partners Public Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
583,000
shares
|
$40.2 Million
1.18% of portfolio
|
Q2 2025
Reduced 13.11%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Aug 14, 2025 Q2 2025 |
539,771
shares
|
$37.2 Million
0.14% of portfolio
|
Q2 2025
Reduced 43.34%
|
|
|
Nuveen, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
512,682
shares
|
$35.3 Million
0.01% of portfolio
|
Q2 2025
Added 23.57%
|
|
|
Man Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
511,868
shares
|
$35.3 Million
0.07% of portfolio
|
Q2 2025
Reduced 43.45%
|
|
|
Rokos Capital Management LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
479,321
shares
|
$33 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
440,294
shares
|
$30.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
397,061
shares
|
$27.4 Million
0.07% of portfolio
|
Q2 2023
Reduced 1.11%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
391,666
shares
|
$27 Million
4.76% of portfolio
|
Q4 2022
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
384,683
shares
|
$26.5 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
370,004
shares
|
$25.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 68.6%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
364,190
shares
|
$25.1 Million
0.01% of portfolio
|
Q2 2025
Added 395.83%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
350,823
shares
|
$24.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Kadensa Capital LTD
Central, K3 |
Aug 14, 2025 Q2 2025 |
294,031
shares
|
$20.3 Million
3.48% of portfolio
|
Q2 2025
Reduced 28.66%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
274,884
shares
|
$18.9 Million
0.37% of portfolio
|
Q2 2025
Added 47.09%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
273,043
shares
|
$18.8 Million
0.0% of portfolio
|
Q2 2025
Added 57.81%
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
256,102
shares
|
$17.7 Million
1.64% of portfolio
|
Q2 2025
Added 42.04%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
244,409
shares
|
$16.8 Million
0.01% of portfolio
|
Q2 2025
Added 73.14%
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
238,972
shares
|
$16.5 Million
0.2% of portfolio
|
Q2 2025
Reduced 8.9%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Aug 14, 2025 Q2 2025 |
219,100
shares
|
$15.1 Million
0.01% of portfolio
|
Q2 2025
Added 26.94%
|