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 |
|---|---|---|---|---|---|
|
Versor Investments LP
|
Aug 05, 2025 Q2 2025 |
15,480
shares
|
$1.07 Million
0.19% of portfolio
|
Q2 2025
Added 98.61%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
15,463
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2025
Added 10.45%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Aug 12, 2025 Q2 2025 |
15,318
shares
|
$1.06 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Ctc LLC
|
Aug 14, 2025 Q2 2025 |
15,115
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 40.45%
|
|
|
Kercheville Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
15,000
shares
|
$1.03 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
14,388
shares
|
$991,620
0.01% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
13,791
shares
|
$950,475
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
13,728
shares
|
$946,133
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
13,500
shares
|
$930,420
0.02% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
13,432
shares
|
$925,733
0.0% of portfolio
|
Q2 2025
Reduced 32.03%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
13,369
shares
|
$921,391
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
13,000
shares
|
$895,960
0.01% of portfolio
|
Q1 2025
Reduced 10.34%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
12,929
shares
|
$891,066
0.07% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Aug 14, 2025 Q2 2025 |
12,855
shares
|
$885,966
0.65% of portfolio
|
Q2 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
12,834
shares
|
$884,519
0.03% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Quantbot Technologies LP
New York, NY |
Aug 13, 2025 Q2 2025 |
12,630
shares
|
$870,459
0.02% of portfolio
|
Q2 2025
Reduced 92.98%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
12,394
shares
|
$854,194
0.02% of portfolio
|
Q2 2025
Added 453.06%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Aug 13, 2025 Q2 2025 |
12,273
shares
|
$845,855
0.26% of portfolio
|
Q2 2025
Reduced 11.16%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
12,243
shares
|
$843,787
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
12,044
shares
|
$830,072
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
12,000
shares
|
$827,040
0.1% of portfolio
|
Q2 2025
Reduced 39.15%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Aug 13, 2025 Q2 2025 |
11,697
shares
|
$806,157
0.0% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
11,625
shares
|
$801,195
0.13% of portfolio
|
Q4 2024
Reduced 90.24%
|
|
|
Jennison Associates LLC
|
Aug 01, 2025 Q2 2025 |
11,382
shares
|
$784,447
0.0% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
10,830
shares
|
$746,403
0.02% of portfolio
|
Q2 2025
Reduced 20.5%
|