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 |
|---|---|---|---|---|---|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jul 10, 2025 Q2 2025 |
36,437
shares
|
$2.51 Million
1.82% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
36,427
shares
|
$2.51 Million
0.0% of portfolio
|
Q1 2025
Added 12.44%
|
|
|
Gillson Capital LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
35,000
shares
|
$2.41 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
34,112
shares
|
$2.35 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
33,997
shares
|
$2.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 31.55%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
33,325
shares
|
$2.3 Million
0.16% of portfolio
|
Q2 2025
Reduced 11.35%
|
|
|
Castleark Management LLC
Chicago, IL |
Aug 15, 2025 Q2 2025 |
33,200
shares
|
$2.29 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
32,384
shares
|
$2.23 Million
0.0% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
28,367
shares
|
$1.96 Million
0.0% of portfolio
|
Q1 2025
Added 500.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
28,269
shares
|
$1.95 Million
0.0% of portfolio
|
Q2 2025
Added 15.4%
|
|
|
New York State Common Retirement Fund
|
Aug 13, 2025 Q2 2025 |
27,126
shares
|
$1.87 Million
0.0% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Axa S.A.
Paris, I0 |
Aug 14, 2025 Q2 2025 |
26,637
shares
|
$1.84 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
26,013
shares
|
$1.79 Million
0.16% of portfolio
|
Q2 2025
Added 43.27%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
25,525
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.72%
|
|
|
Arizona State Retirement System
|
Aug 13, 2025 Q2 2025 |
24,965
shares
|
$1.72 Million
0.01% of portfolio
|
Q2 2025
Added 6.1%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
24,959
shares
|
$1.72 Million
0.06% of portfolio
|
Q2 2025
Reduced 73.64%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Aug 07, 2025 Q2 2025 |
24,858
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2025
Added 13.9%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
24,055
shares
|
$1.66 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.26%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
23,326
shares
|
$1.61 Million
0.04% of portfolio
|
Q2 2025
Reduced 16.31%
|
|
|
Omers Administration Corp
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
23,200
shares
|
$1.6 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
23,059
shares
|
$1.59 Million
0.03% of portfolio
|
Q2 2025
Added 24.57%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
22,928
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
22,892
shares
|
$1.58 Million
0.19% of portfolio
|
Q2 2025
Added 26.14%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jul 29, 2025 Q2 2025 |
22,500
shares
|
$1.55 Million
0.01% of portfolio
|
Q2 2025
Added 33.93%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 06, 2025 Q2 2025 |
22,208
shares
|
$1.53 Million
0.26% of portfolio
|
Q2 2025
Reduced 55.3%
|