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 479 institutions that hold shares in the stock, with a total of 57.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
10,803
shares
|
$516,275
0.0% of portfolio
|
Q4 2024
Added 76.66%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
10,704
shares
|
$511,544
0.0% of portfolio
|
Q4 2024
Added 18.51%
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
10,454
shares
|
$499,596
0.06% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Versor Investments LP
|
Feb 05, 2025 Q4 2024 |
10,400
shares
|
$497,016
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Counterpoint Mutual Funds LLC
|
Feb 10, 2025 Q4 2024 |
10,339
shares
|
$494,100
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Feb 12, 2025 Q4 2024 |
10,326
shares
|
$493,479
0.0% of portfolio
|
Q4 2024
Added 20.39%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
10,004
shares
|
$478,091
0.02% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
9,770
shares
|
$466,908
0.0% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
9,563
shares
|
$457,015
0.01% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
9,187
shares
|
$439,046
0.0% of portfolio
|
Q4 2024
Added 26.49%
|
|
|
Jennison Associates LLC
|
Jan 24, 2025 Q4 2024 |
9,099
shares
|
$434,841
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
8,662
shares
|
$413,956
0.14% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
8,215
shares
|
$392,594
0.02% of portfolio
|
Q4 2024
Added 8.35%
|
|
|
Neo Ivy Capital Management
New York, NY |
Feb 18, 2025 Q4 2024 |
8,019
shares
|
$383,228
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
7,992
shares
|
$381,937
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
7,950
shares
|
$379,930
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
7,895
shares
|
$377,302
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
7,526
shares
|
$359,667
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
7,386
shares
|
$352,976
0.0% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Cibc World Markets Corp
New York, NY |
Feb 10, 2025 Q4 2024 |
7,348
shares
|
$351,160
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
7,213
shares
|
$344,709
0.0% of portfolio
|
Q4 2024
Added 10.87%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
7,197
shares
|
$343,944
0.06% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
7,050
shares
|
$336,919
0.1% of portfolio
|
Q4 2024
Reduced 8.44%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
6,965
shares
|
$332,857
0.18% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,727
shares
|
$321,483
0.0% of portfolio
|
Q3 2024
New holding
|