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 |
|---|---|---|---|---|---|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
Aug 07, 2025 Q2 2025 |
10,800
shares
|
$744,336
0.39% of portfolio
|
Q2 2025
Reduced 8.47%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
10,745
shares
|
$740,545
0.0% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
10,701
shares
|
$737,512
0.01% of portfolio
|
Q2 2025
Reduced 56.06%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
10,660
shares
|
$734,687
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
10,378
shares
|
$715,251
0.0% of portfolio
|
Q2 2025
Reduced 41.56%
|
|
|
Prakash Investment Advisors LLC
Andover, MA |
Jul 15, 2025 Q2 2025 |
10,375
shares
|
$715,045
0.53% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
10,064
shares
|
$693,610
0.11% of portfolio
|
Q2 2025
Added 16.77%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
9,921
shares
|
$683,755
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
9,837
shares
|
$677,966
0.0% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
9,694
shares
|
$668,110
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
9,612
shares
|
$662,459
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
|
$661,080
0.01% of portfolio
|
Q2 2025
Reduced 16.55%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
9,403
shares
|
$648,054
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
9,330
shares
|
$643,023
0.0% of portfolio
|
Q2 2025
Reduced 36.21%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
9,266
shares
|
$638,612
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
9,069
shares
|
$625,035
0.07% of portfolio
|
Q1 2025
Reduced 44.14%
|
|
|
Diker Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,000
shares
|
$620,280
0.61% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
8,930
shares
|
$615,455
0.01% of portfolio
|
Q2 2025
Added 12.1%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
8,797
shares
|
$606,289
0.0% of portfolio
|
Q2 2025
Added 30.33%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
8,760
shares
|
$603,739
0.0% of portfolio
|
Q2 2025
Added 42.9%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
8,600
shares
|
$592,712
0.02% of portfolio
|
Q2 2025
Added 7.5%
|
|
|
Emc Capital Management
Houston, TX |
Aug 11, 2025 Q2 2025 |
8,600
shares
|
$592,712
0.3% of portfolio
|
Q2 2025
Added 68.63%
|
|
|
Strs Ohio
|
Aug 04, 2025 Q2 2025 |
8,400
shares
|
$578,928
0.0% of portfolio
|
Q2 2025
Added 61.54%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Aug 13, 2025 Q2 2025 |
8,384
shares
|
$577,825
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Candriam S.C.A.
|
Aug 08, 2025 Q2 2025 |
8,154
shares
|
$561,973
0.0% of portfolio
|
Q2 2025
New holding
|