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 $4.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
90,011
shares
|
$6.2 Million
0.03% of portfolio
|
Q2 2025
Added 35.31%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
89,675
shares
|
$6.18 Million
0.01% of portfolio
|
Q2 2025
Added 1116.76%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
88,599
shares
|
$6.11 Million
0.03% of portfolio
|
Q2 2025
Added 85.65%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
86,359
shares
|
$5.95 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.78%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
83,766
shares
|
$5.77 Million
0.02% of portfolio
|
Q2 2025
Added 135.27%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
81,598
shares
|
$5.62 Million
0.01% of portfolio
|
Q2 2025
Added 1563.57%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
78,649
shares
|
$5.42 Million
0.01% of portfolio
|
Q2 2025
Added 202.34%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Aug 14, 2025 Q2 2025 |
76,368
shares
|
$5.26 Million
0.01% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
74,977
shares
|
$5.17 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.92%
|
|
|
Nishkama Capital, LLC
Dorado, PR |
Aug 14, 2025 Q2 2025 |
72,000
shares
|
$4.96 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
71,570
shares
|
$4.93 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.31%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
70,512
shares
|
$4.86 Million
0.0% of portfolio
|
Q2 2025
Added 16.49%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
70,160
shares
|
$4.84 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
68,300
shares
|
$4.71 Million
0.18% of portfolio
|
Q1 2025
Added 9.11%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
68,029
shares
|
$4.69 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
G2 Investment Partners Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
67,500
shares
|
$4.65 Million
1.45% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
64,926
shares
|
$4.47 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Nebula Research & Development LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
60,689
shares
|
$4.18 Million
0.33% of portfolio
|
Q2 2025
Added 578.85%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
58,233
shares
|
$4.01 Million
0.0% of portfolio
|
Q2 2025
Added 22.46%
|
|
|
Algert Global LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
57,689
shares
|
$3.98 Million
0.08% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
56,459
shares
|
$3.89 Million
0.1% of portfolio
|
Q2 2025
Reduced 23.78%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
54,390
shares
|
$3.75 Million
0.05% of portfolio
|
Q1 2021
Reduced 88.05%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
52,793
shares
|
$3.64 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.72%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
50,906
shares
|
$3.51 Million
0.0% of portfolio
|
Q2 2025
Reduced 47.36%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
50,722
shares
|
$3.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 47.21%
|