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 |
|---|---|---|---|---|---|
|
Coastal Bridge Advisors, LLC
|
Aug 15, 2024 Q2 2024 |
35,688
shares
|
$1.86 Million
0.24% of portfolio
|
Q1 2022
Added 0.28%
|
|
|
Winton Group LTD
London, X0 |
Aug 09, 2024 Q2 2024 |
35,661
shares
|
$1.85 Million
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 12, 2024 Q2 2024 |
34,383
shares
|
$1.79 Million
0.0% of portfolio
|
Q2 2024
Added 44.65%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Oct 29, 2024 Q3 2024 |
34,229
shares
|
$1.78 Million
0.08% of portfolio
|
Q3 2024
Reduced 16.75%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
34,180
shares
|
$1.78 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2024 Q2 2024 |
32,227
shares
|
$1.68 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
|
Maxi Investments Cy LTD
Limassol, G4 |
Aug 08, 2024 Q2 2024 |
30,100
shares
|
$1.56 Million
0.16% of portfolio
|
Q2 2022
Added 26.21%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2024 Q2 2024 |
30,000
shares
|
$1.56 Million
0.11% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Independent Advisor Alliance
|
Aug 12, 2024 Q2 2024 |
29,455
shares
|
$1.53 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
28,617
shares
|
$1.49 Million
0.28% of portfolio
|
Q2 2024
Added 3.43%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
27,093
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2024
Reduced 36.4%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
27,049
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2024
Added 9.6%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
27,007
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2024
Added 42.71%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Aug 13, 2024 Q2 2024 |
26,600
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
New York State Common Retirement Fund
|
Oct 28, 2024 Q3 2024 |
26,026
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 23.51%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 09, 2024 Q2 2024 |
25,645
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.51%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
25,317
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2024
Added 5.81%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Aug 14, 2024 Q2 2024 |
24,245
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
23,138
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.58%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2024 Q2 2024 |
22,029
shares
|
$1.15 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
20,701
shares
|
$1.08 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
State Board Of Administration Of Florida Retirement System
|
Aug 08, 2024 Q2 2024 |
20,576
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2024
Reduced 74.25%
|
|
|
Arizona State Retirement System
|
Aug 05, 2024 Q2 2024 |
20,567
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2024
Added 3.51%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
20,545
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2024 Q2 2024 |
20,000
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2024
New holding
|