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 474 institutions that hold shares in the stock, with a total of 57 Million shares, which have been reported (via 13F filing form) to have a value of $2.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
60,768
shares
|
$2.9 Million
0.0% of portfolio
|
Q4 2024
Added 26.58%
|
|
|
Aristeia Capital LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
56,700
shares
|
$2.71 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
56,356
shares
|
$2.69 Million
0.0% of portfolio
|
Q4 2024
Added 16.92%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
54,834
shares
|
$2.62 Million
0.63% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
54,390
shares
|
$2.6 Million
0.05% of portfolio
|
Q1 2021
Reduced 88.05%
|
|
|
Hel Ved Capital Management LTD
Central, K3 |
Feb 13, 2025 Q4 2024 |
51,940
shares
|
$2.48 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Twinbeech Capital LP
Purchase, NY |
Feb 14, 2025 Q4 2024 |
51,425
shares
|
$2.46 Million
0.06% of portfolio
|
Q4 2024
Reduced 67.93%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
51,042
shares
|
$2.44 Million
0.0% of portfolio
|
Q4 2024
Added 31.25%
|
|
|
Algert Global LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
50,606
shares
|
$2.42 Million
0.07% of portfolio
|
Q4 2024
Added 166.21%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
50,179
shares
|
$2.4 Million
1.52% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
49,670
shares
|
$2.37 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.11%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
49,565
shares
|
$2.37 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Feb 13, 2025 Q4 2024 |
47,161
shares
|
$2.25 Million
0.02% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
45,725
shares
|
$2.19 Million
0.02% of portfolio
|
Q4 2024
Added 272.96%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
43,579
shares
|
$2.08 Million
0.0% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
43,395
shares
|
$2.07 Million
0.03% of portfolio
|
Q4 2024
Added 84.91%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
43,392
shares
|
$2.07 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
43,247
shares
|
$2.07 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
41,986
shares
|
$2.01 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
40,440
shares
|
$1.93 Million
0.04% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
38,759
shares
|
$1.85 Million
0.06% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
37,590
shares
|
$1.8 Million
0.15% of portfolio
|
Q1 2025
Added 20.5%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
37,197
shares
|
$1.78 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Apr 21, 2025 Q1 2025 |
35,828
shares
|
$1.71 Million
1.38% of portfolio
|
Q1 2025
New holding
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
35,604
shares
|
$1.7 Million
0.01% of portfolio
|
Q1 2025
New holding
|