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 333 institutions that hold shares in the stock, with a total of 39.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
71,570
shares
|
$3.72 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.31%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
71,338
shares
|
$3.71 Million
0.0% of portfolio
|
Q2 2024
Added 2.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
64,553
shares
|
$3.36 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
58,743
shares
|
$3.05 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 07, 2024 Q2 2024 |
58,571
shares
|
$3.04 Million
0.15% of portfolio
|
Q2 2024
Added 61.88%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
57,791
shares
|
$3 Million
0.01% of portfolio
|
Q3 2024
Added 92.35%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
54,390
shares
|
$2.83 Million
0.05% of portfolio
|
Q1 2021
Reduced 88.05%
|
|
|
Simplex Trading, LLC
|
Jul 25, 2024 Q2 2024 |
53,729
shares
|
$2.79 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
52,959
shares
|
$2.75 Million
0.0% of portfolio
|
Q2 2024
Added 182.24%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
50,179
shares
|
$2.61 Million
1.52% of portfolio
|
Q3 2024
New holding
|
|
|
Eschler Asset Management LLP
Cambridge, X0 |
Aug 14, 2024 Q2 2024 |
50,000
shares
|
$2.6 Million
0.94% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
47,899
shares
|
$2.49 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.26%
|
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
47,022
shares
|
$2.44 Million
0.0% of portfolio
|
Q2 2024
Reduced 14.45%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2024 Q2 2024 |
45,862
shares
|
$2.38 Million
0.0% of portfolio
|
Q2 2024
Added 8.29%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 14, 2024 Q2 2024 |
45,714
shares
|
$2.38 Million
0.0% of portfolio
|
Q2 2024
Reduced 19.24%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
44,756
shares
|
$2.33 Million
0.16% of portfolio
|
Q3 2024
Added 6.5%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Aug 13, 2024 Q2 2024 |
44,713
shares
|
$2.32 Million
0.01% of portfolio
|
Q2 2024
Added 17.1%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
44,301
shares
|
$2.3 Million
0.0% of portfolio
|
Q2 2024
Added 7.2%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
43,732
shares
|
$2.27 Million
0.58% of portfolio
|
Q2 2024
Reduced 10.99%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 08, 2024 Q2 2024 |
43,691
shares
|
$2.27 Million
0.13% of portfolio
|
Q2 2024
Added 17.06%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
40,779
shares
|
$2.12 Million
0.0% of portfolio
|
Q2 2024
Added 16.44%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
40,486
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.8%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
40,440
shares
|
$2.1 Million
0.04% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Bailard, Inc.
|
Jul 25, 2024 Q2 2024 |
39,297
shares
|
$2.04 Million
0.03% of portfolio
|
Q1 2024
Reduced 0.59%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2024 Q2 2024 |
38,663
shares
|
$2.01 Million
0.01% of portfolio
|
Q2 2024
Added 83.53%
|