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 333 institutions that hold shares in the stock, with a total of 39.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
1,131
shares
|
$58,789
0.0% of portfolio
|
Q2 2024
Reduced 9.3%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
1,124
shares
|
$58,425
0.0% of portfolio
|
Q3 2024
Reduced 49.0%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
1,085
shares
|
$56,398
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
1,000
shares
|
$51,980
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
989
shares
|
$51,408
0.0% of portfolio
|
Q3 2024
Added 125.28%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Aug 13, 2024 Q2 2024 |
911
shares
|
$47,353
0.0% of portfolio
|
Q2 2024
Reduced 7.98%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
893
shares
|
$46,418
0.0% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 31, 2024 Q1 2024 |
877
shares
|
$45,586
0.0% of portfolio
|
Q1 2024
Reduced 5.6%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
813
shares
|
$42,259
0.01% of portfolio
|
Q1 2024
Added 713.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
711
shares
|
$36,957
0.0% of portfolio
|
Q2 2024
Added 51.28%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
710
shares
|
$36,905
0.0% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
705
shares
|
$36,645
0.0% of portfolio
|
Q1 2024
Reduced 4.21%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 13, 2024 Q2 2024 |
654
shares
|
$33,994
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 19, 2024 Q2 2024 |
640
shares
|
$33,267
0.0% of portfolio
|
Q2 2024
Added 416.13%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
610
shares
|
$31,707
0.0% of portfolio
|
Q3 2022
Added 159.57%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
600
shares
|
$31,187
0.0% of portfolio
|
Q3 2023
Reduced 25.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
565
shares
|
$29,368
0.0% of portfolio
|
Q2 2024
Reduced 66.84%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
490
shares
|
$25,470
0.0% of portfolio
|
Q1 2024
Reduced 3.92%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
452
shares
|
$23,494
0.0% of portfolio
|
Q2 2024
Added 34.12%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
444
shares
|
$23,079
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
414
shares
|
$21,519
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
353
shares
|
$18,348
0.0% of portfolio
|
Q2 2024
Added 46.47%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 22, 2024 Q2 2024 |
350
shares
|
$18,193
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
335
shares
|
$17,413
0.0% of portfolio
|
Q4 2023
Added 0.9%
|
|
|
Lindbrook Capital, LLC
|
Jul 31, 2024 Q2 2024 |
319
shares
|
$16,581
0.0% of portfolio
|
Q2 2024
Added 51.18%
|