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 478 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 $4.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
May 08, 2025 Q1 2025 |
13,814
shares
|
$1.14 Million
0.27% of portfolio
|
Q1 2025
Added 307.61%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
13,622
shares
|
$1.13 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.06%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
May 15, 2025 Q1 2025 |
13,546
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Added 19.87%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
13,432
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
Reduced 32.03%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
May 15, 2025 Q1 2025 |
13,000
shares
|
$1.08 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.34%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
12,980
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Added 753.95%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
12,707
shares
|
$1.05 Million
0.03% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
12,654
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Added 75.43%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
12,630
shares
|
$1.04 Million
0.05% of portfolio
|
Q1 2025
Added 127.4%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
12,243
shares
|
$1.01 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
12,234
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 32.3%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Apr 28, 2025 Q1 2025 |
11,947
shares
|
$988,016
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
May 14, 2025 Q1 2025 |
11,800
shares
|
$975,860
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
11,668
shares
|
$964,943
0.0% of portfolio
|
Q1 2025
Added 13.0%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
11,625
shares
|
$961,387
0.13% of portfolio
|
Q4 2024
Reduced 90.24%
|
|
|
Jennison Associates LLC
|
May 02, 2025 Q1 2025 |
11,177
shares
|
$924,337
0.0% of portfolio
|
Q1 2025
Added 22.84%
|
|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
11,122
shares
|
$919,789
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
10,745
shares
|
$888,611
0.0% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Altshuler Shaham LTD
|
May 15, 2025 Q1 2025 |
10,500
shares
|
$868,350
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prakash Investment Advisors LLC
Andover, MA |
Jul 15, 2025 Q2 2025 |
10,375
shares
|
$858,012
0.53% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
9,811
shares
|
$811,369
0.0% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
9,612
shares
|
$794,912
0.0% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
9,592
shares
|
$793,258
0.01% of portfolio
|
Q2 2025
Reduced 16.55%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
9,330
shares
|
$771,591
0.0% of portfolio
|
Q2 2025
Reduced 36.21%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
May 15, 2025 Q1 2025 |
9,304
shares
|
$769,440
0.03% of portfolio
|
Q1 2025
New holding
|