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 476 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 $4.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
42,415
shares
|
$3.39 Million
0.02% of portfolio
|
Q1 2025
Added 40.57%
|
|
|
Main Management ETF Advisors, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
41,097
shares
|
$3.29 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
40,686
shares
|
$3.25 Million
0.01% of portfolio
|
Q1 2025
Added 15.18%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
40,451
shares
|
$3.24 Million
0.05% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
40,000
shares
|
$3.2 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Los Angeles Capital Management LLC
|
May 05, 2025 Q1 2025 |
39,439
shares
|
$3.15 Million
0.01% of portfolio
|
Q1 2025
Added 26.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
39,042
shares
|
$3.12 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
38,948
shares
|
$3.12 Million
0.02% of portfolio
|
Q1 2025
Added 45.64%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
38,759
shares
|
$3.1 Million
0.05% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
May 15, 2025 Q1 2025 |
38,100
shares
|
$3.05 Million
0.3% of portfolio
|
Q1 2025
Added 91.46%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
37,536
shares
|
$3 Million
0.0% of portfolio
|
Q1 2025
Added 20.69%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jul 10, 2025 Q2 2025 |
36,437
shares
|
$2.91 Million
1.82% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
36,427
shares
|
$2.91 Million
0.0% of portfolio
|
Q1 2025
Added 12.44%
|
|
|
Coastal Bridge Advisors, LLC
|
May 08, 2025 Q1 2025 |
36,370
shares
|
$2.91 Million
0.5% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
35,604
shares
|
$2.85 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Scientech Research LLC
Jersey City, NJ |
May 15, 2025 Q1 2025 |
34,958
shares
|
$2.8 Million
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
33,325
shares
|
$2.67 Million
0.16% of portfolio
|
Q2 2025
Reduced 11.35%
|
|
|
Peak6 LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
32,850
shares
|
$2.63 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
32,517
shares
|
$2.6 Million
0.0% of portfolio
|
Q1 2025
Added 32.48%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
32,297
shares
|
$2.58 Million
0.0% of portfolio
|
Q1 2025
Added 89.24%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
May 15, 2025 Q1 2025 |
31,824
shares
|
$2.55 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
31,248
shares
|
$2.5 Million
0.0% of portfolio
|
Q1 2025
Added 74.26%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
30,649
shares
|
$2.45 Million
0.0% of portfolio
|
Q1 2025
Added 48.04%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
30,609
shares
|
$2.45 Million
0.0% of portfolio
|
Q1 2025
Added 36.4%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Jul 21, 2025 Q1 2025 |
28,911
shares
|
$2.31 Million
0.0% of portfolio
|
Q1 2025
New holding
|