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 478 institutions that hold shares in the stock, with a total of 57.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
73,816
shares
|
$6.1 Million
0.0% of portfolio
|
Q4 2024
Added 18.66%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
73,451
shares
|
$6.07 Million
0.0% of portfolio
|
Q1 2025
Added 20.87%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
71,570
shares
|
$5.92 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.31%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
70,160
shares
|
$5.8 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
70,117
shares
|
$5.8 Million
0.32% of portfolio
|
Q1 2025
Added 222.01%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
68,300
shares
|
$5.65 Million
0.18% of portfolio
|
Q1 2025
Added 9.11%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
66,524
shares
|
$5.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 14.74%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
65,340
shares
|
$5.4 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
63,294
shares
|
$5.23 Million
0.01% of portfolio
|
Q1 2025
Added 27.7%
|
|
|
Eam Global Investors LLC
Solana Beach, CA |
May 12, 2025 Q1 2025 |
61,551
shares
|
$5.09 Million
0.9% of portfolio
|
Q1 2025
New holding
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
60,528
shares
|
$5.01 Million
0.0% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
59,129
shares
|
$4.89 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.01%
|
|
|
Algert Global LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
57,184
shares
|
$4.73 Million
0.07% of portfolio
|
Q1 2025
Added 13.0%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
54,834
shares
|
$4.53 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
54,390
shares
|
$4.5 Million
0.05% of portfolio
|
Q1 2021
Reduced 88.05%
|
|
|
Eam Investors, LLC
Solana Beach, CA |
May 12, 2025 Q1 2025 |
52,053
shares
|
$4.3 Million
0.47% of portfolio
|
Q1 2025
Reduced 39.16%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
50,179
shares
|
$4.15 Million
1.52% of portfolio
|
Q3 2024
New holding
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
May 13, 2025 Q1 2025 |
49,684
shares
|
$4.11 Million
0.38% of portfolio
|
Q1 2025
Added 859.89%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
49,670
shares
|
$4.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.11%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
47,830
shares
|
$3.96 Million
0.0% of portfolio
|
Q1 2025
Added 10.6%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
47,724
shares
|
$3.95 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
47,553
shares
|
$3.93 Million
0.0% of portfolio
|
Q1 2025
Added 9.12%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
46,452
shares
|
$3.84 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
43,392
shares
|
$3.59 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2025 Q1 2025 |
43,133
shares
|
$3.57 Million
0.02% of portfolio
|
Q1 2025
Reduced 37.54%
|