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 |
|---|---|---|---|---|---|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
19,721
shares
|
$1.58 Million
0.13% of portfolio
|
Q1 2025
Reduced 19.52%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
May 15, 2025 Q1 2025 |
19,698
shares
|
$1.58 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
19,162
shares
|
$1.53 Million
0.41% of portfolio
|
Q1 2025
Reduced 9.66%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
19,101
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Handelsbanken Fonder Ab
|
Apr 15, 2025 Q1 2025 |
19,100
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
19,049
shares
|
$1.52 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
18,511
shares
|
$1.48 Million
0.02% of portfolio
|
Q1 2025
Added 9.03%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
18,148
shares
|
$1.45 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
18,043
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
18,000
shares
|
$1.44 Million
0.02% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
17,875
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2022
Added 43.23%
|
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
17,758
shares
|
$1.42 Million
0.01% of portfolio
|
Q1 2025
Added 141.67%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Jul 23, 2025 Q2 2025 |
17,700
shares
|
$1.42 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
May 09, 2025 Q1 2025 |
17,449
shares
|
$1.4 Million
0.01% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Pro Share Advisors LLC
|
May 08, 2025 Q1 2025 |
17,326
shares
|
$1.39 Million
0.0% of portfolio
|
Q1 2025
Reduced 21.65%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jul 16, 2025 Q1 2025 |
16,800
shares
|
$1.34 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
16,420
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2025
Reduced 43.65%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,661
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2022
Added 12.1%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
15,625
shares
|
$1.25 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
15,238
shares
|
$1.22 Million
0.04% of portfolio
|
Q1 2025
Added 93.01%
|
|
|
Kercheville Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
15,000
shares
|
$1.2 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
14,520
shares
|
$1.16 Million
0.06% of portfolio
|
Q4 2024
Added 124.98%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
14,318
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Added 26.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
14,147
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
14,000
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.67%
|