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 |
|---|---|---|---|---|---|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
9,081
shares
|
$726,389
0.17% of portfolio
|
Q1 2025
Added 52.29%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
9,069
shares
|
$725,429
0.07% of portfolio
|
Q1 2025
Reduced 44.14%
|
|
|
Nebula Research & Development LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,940
shares
|
$715,110
0.04% of portfolio
|
Q1 2025
Added 174.32%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
8,760
shares
|
$700,712
0.0% of portfolio
|
Q2 2025
Added 42.9%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
8,619
shares
|
$689,433
0.1% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,479
shares
|
$678,235
0.03% of portfolio
|
Q1 2025
Added 74.9%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
8,234
shares
|
$658,637
0.0% of portfolio
|
Q1 2025
Reduced 10.37%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
8,170
shares
|
$653,518
0.16% of portfolio
|
Q1 2025
Reduced 29.99%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
8,000
shares
|
$639,920
0.01% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
7,992
shares
|
$639,280
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
7,966
shares
|
$637,200
0.0% of portfolio
|
Q1 2025
Reduced 58.09%
|
|
|
Versor Investments LP
|
May 13, 2025 Q1 2025 |
7,794
shares
|
$623,442
0.06% of portfolio
|
Q1 2025
Reduced 25.06%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
7,616
shares
|
$609,203
0.05% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
7,449
shares
|
$595,845
0.0% of portfolio
|
Q1 2025
Reduced 94.51%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
7,370
shares
|
$589,526
0.0% of portfolio
|
Q1 2025
Reduced 31.78%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
7,230
shares
|
$578,327
0.0% of portfolio
|
Q2 2025
Reduced 43.12%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
7,179
shares
|
$574,248
0.0% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Portman Square Capital LLP
London, X0 |
May 02, 2025 Q1 2025 |
7,106
shares
|
$568,408
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
May 14, 2025 Q1 2025 |
7,083
shares
|
$566,569
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
6,850
shares
|
$547,931
0.08% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
6,750
shares
|
$539,932
0.0% of portfolio
|
Q1 2025
Added 10787.1%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,727
shares
|
$538,092
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
6,470
shares
|
$517,535
0.03% of portfolio
|
Q2 2025
Reduced 56.66%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
6,419
shares
|
$513,455
0.0% of portfolio
|
Q1 2025
Added 76.35%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
6,171
shares
|
$493,618
0.0% of portfolio
|
Q1 2025
Added 6.95%
|