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 |
|---|---|---|---|---|---|
|
Jackson Creek Investment Advisors LLC
|
Aug 13, 2025 Q2 2025 |
21,961
shares
|
$1.51 Million
0.38% of portfolio
|
Q2 2025
Added 15.29%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
21,951
shares
|
$1.51 Million
0.01% of portfolio
|
Q2 2025
Added 10.93%
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
Aug 13, 2025 Q2 2025 |
21,490
shares
|
$1.48 Million
1.23% of portfolio
|
Q2 2025
Reduced 14.77%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Aug 13, 2025 Q2 2025 |
21,376
shares
|
$1.47 Million
0.0% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
20,948
shares
|
$1.44 Million
0.01% of portfolio
|
Q2 2025
Added 154.41%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
20,803
shares
|
$1.43 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
20,410
shares
|
$1.41 Million
0.27% of portfolio
|
Q2 2025
Added 11.1%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
19,581
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2025
Reduced 37.34%
|
|
|
Handelsbanken Fonder Ab
|
Apr 15, 2025 Q1 2025 |
19,100
shares
|
$1.32 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Aug 08, 2025 Q2 2025 |
19,057
shares
|
$1.31 Million
0.01% of portfolio
|
Q2 2025
Added 9.22%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
18,976
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2025
Reduced 91.92%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
18,751
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.39%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
18,512
shares
|
$1.28 Million
0.49% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
18,043
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
18,000
shares
|
$1.24 Million
0.03% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
17,875
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2022
Added 43.23%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Jul 23, 2025 Q2 2025 |
17,700
shares
|
$1.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Pro Share Advisors LLC
|
Aug 07, 2025 Q2 2025 |
17,272
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
17,002
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.99%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Aug 01, 2025 Q2 2025 |
16,585
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
Added 38.82%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
16,420
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Reduced 43.65%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
16,240
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Added 14.79%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
15,931
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Added 30.22%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,661
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2022
Added 12.1%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
15,625
shares
|
$1.08 Million
0.33% of portfolio
|
Q2 2025
New holding
|