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 |
|---|---|---|---|---|---|
|
State Of New Jersey Common Pension Fund D
|
May 13, 2025 Q1 2025 |
28,659
shares
|
$2.37 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
May 15, 2025 Q1 2025 |
28,399
shares
|
$2.35 Million
0.0% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
28,367
shares
|
$2.35 Million
0.0% of portfolio
|
Q1 2025
Added 500.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
28,101
shares
|
$2.32 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.95%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
27,871
shares
|
$2.3 Million
0.04% of portfolio
|
Q1 2025
Added 69.1%
|
|
|
Hidden Lake Asset Management LP
New York, NY |
May 15, 2025 Q1 2025 |
27,062
shares
|
$2.24 Million
0.88% of portfolio
|
Q1 2025
Reduced 83.28%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
26,013
shares
|
$2.15 Million
0.16% of portfolio
|
Q2 2025
Added 43.27%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
26,013
shares
|
$2.15 Million
0.0% of portfolio
|
Q1 2025
Added 51.79%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
25,661
shares
|
$2.12 Million
0.0% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
New York State Common Retirement Fund
|
May 01, 2025 Q1 2025 |
25,526
shares
|
$2.11 Million
0.0% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Ctc LLC
|
May 15, 2025 Q1 2025 |
25,381
shares
|
$2.1 Million
0.0% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
May 12, 2025 Q1 2025 |
25,214
shares
|
$2.09 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Maxi Investments Cy LTD
Limassol, G4 |
May 09, 2025 Q1 2025 |
24,400
shares
|
$2.02 Million
0.22% of portfolio
|
Q1 2025
Reduced 17.57%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
24,352
shares
|
$2.01 Million
0.01% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Arizona State Retirement System
|
May 01, 2025 Q1 2025 |
23,530
shares
|
$1.95 Million
0.01% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
May 15, 2025 Q1 2025 |
23,230
shares
|
$1.92 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.06%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
23,059
shares
|
$1.91 Million
0.03% of portfolio
|
Q2 2025
Added 24.57%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
May 07, 2025 Q1 2025 |
21,825
shares
|
$1.8 Million
0.0% of portfolio
|
Q1 2025
Added 10.83%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
21,404
shares
|
$1.77 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
State Board Of Administration Of Florida Retirement System
|
May 12, 2025 Q1 2025 |
21,376
shares
|
$1.77 Million
0.0% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
21,224
shares
|
$1.76 Million
0.04% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Jun 18, 2025 Q1 2025 |
21,153
shares
|
$1.75 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.3%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
20,803
shares
|
$1.72 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
20,410
shares
|
$1.69 Million
0.27% of portfolio
|
Q2 2025
Added 11.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
19,848
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2025
Reduced 49.69%
|