Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

Upstart (UPST) Institutional Ownership

Upstart logo
$63.83 -3.00 (-4.49%)
Closing price 08/14/2025 04:00 PM Eastern
Extended Trading
$63.92 +0.09 (+0.15%)
As of 08/14/2025 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Upstart (NASDAQ:UPST)

Current
Institutional Ownership
Percentage
63.01%
Number of
Institutional Buyers
(last 12 months)
255
Total
Institutional Inflows
(last 12 months)
$1.11B
Number of
Institutional Sellers
(last 12 months)
128
Total
Institutional Outflows
(last 12 months)
$204.73M
Get UPST Insider Trade Alerts

Want to know when executives and insiders are buying or selling Upstart stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

UPST Institutional Buying and Selling by Quarter

Upstart Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025Vienna Asset Management LLC12,855$831K0.6%N/A0.013%
8/14/2025California State Teachers Retirement System76,368$4.94M0.0%+0.4%0.079%
8/14/2025Raymond James Financial Inc.140,250$9.07M0.0%+18.2%0.146%
8/14/2025Canada Pension Plan Investment Board219,100$14.17M0.0%+26.9%0.228%
8/14/2025Metavasi Capital LP95,000$6.15M2.5%N/A0.099%
8/14/2025Quantinno Capital Management LP90,011$5.82M0.0%+35.3%0.094%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,195,702$77.34M0.1%-0.2%1.243%
8/14/2025The Manufacturers Life Insurance Company 47,236$3.06M0.0%-1.2%0.049%
8/14/2025Diker Management LLC9,000$582K0.5%N/A0.009%
8/14/2025Mane Global Capital Management LP673,712$43.58M1.8%N/A0.700%
8/14/2025Rokos Capital Management LLP479,321$31.01M0.1%N/A0.498%
8/14/2025Sei Investments Co.78,649$5.09M0.0%+358.9%0.082%
8/14/2025Nebula Research & Development LLC60,689$3.93M0.3%+578.8%0.063%
8/14/2025NewEdge Advisors LLC697$45K0.0%-65.1%0.001%
8/14/2025AXA S.A.26,637$1.72M0.0%N/A0.028%
8/14/2025Daiwa Securities Group Inc.1,068$69K0.0%+29.1%0.001%
8/14/2025Q Fund Management Hong Kong Ltd173,700$11.24M6.2%N/A0.181%
8/14/2025 Cerity Partners LLC3,391$219K0.0%-47.2%0.004%
8/14/2025 Federated Hermes Inc.81,598$5.28M0.0%+1,563.6%0.085%
8/13/2025 Jump Financial LLC238,972$15.46M0.2%-8.9%0.248%
8/13/2025 Cresset Asset Management LLC5,241$339K0.0%+3.3%0.005%
8/13/2025 Marshall Wace LLP111,152$7.19M0.0%N/A0.116%
8/13/2025 First Trust Advisors LP244,409$15.81M0.0%+73.1%0.254%
8/13/2025 Invesco Ltd.864,564$55.92M0.0%-31.9%0.899%
8/13/2025 Twin Peaks Wealth Advisors LLC2,275$144K0.0%N/A0.002%
8/13/2025 Blueshift Asset Management LLC12,273$794K0.2%-11.2%0.013%
8/13/2025 Quantbot Technologies LP12,630$817K0.0%-93.0%0.013%
8/13/2025 OMERS ADMINISTRATION Corp23,200$1.50M0.0%N/A0.024%
8/13/2025 Edgestream Partners L.P.56,459$3.65M0.1%-23.8%0.059%
8/13/2025 Sepio Capital LP256,102$16.57M1.2%+42.0%0.266%
8/13/2025 Virtus Advisers LLC1,820$118K0.2%-48.0%0.002%
8/13/2025 Pursue Wealth Partners LLC8,384$542K0.3%N/A0.009%
8/13/2025 New York State Common Retirement Fund27,126$1.76M0.0%+6.3%0.028%
8/13/2025 Norges Bank1,047,875$67.78M0.0%N/A1.089%
8/13/2025 Quadrature Capital Ltd45,904$2.97M0.1%N/A0.048%
8/13/2025 Hsbc Holdings PLC214,202$13.93M0.0%+4.7%0.223%
8/13/2025 Arrowpoint Investment Partners Singapore Pte. Ltd.21,490$1.39M1.2%-12.3%0.022%
8/13/2025 Worth Venture Partners LLC4,000$259K0.4%N/A0.004%
8/12/2025 Inceptionr LLC5,350$346K0.1%N/A0.006%
8/12/2025 J.W. Cole Advisors Inc.4,777$309K0.0%N/A0.005%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the September 1st funding windo
8/12/2025 Manchester Capital Management LLC43,123$2.79M0.4%-0.6%0.045%
8/12/2025 Advisors Asset Management Inc.13,500$873K0.0%+4.0%0.014%
8/12/2025 Steward Partners Investment Advisory LLC864$56K0.0%+72.1%0.001%
8/12/2025 Ameritas Investment Partners Inc.8,600$556K0.0%+7.5%0.009%
8/12/2025 Prudential Financial Inc.89,675$5.80M0.0%+1,116.8%0.093%
8/12/2025 Left Brain Wealth Management LLC6,600$427K0.2%-19.2%0.007%
8/12/2025 Sierra Summit Advisors LLC15,318$991K0.2%N/A0.016%
8/12/2025 American Century Companies Inc.7,086$458K0.0%N/A0.007%
8/12/2025 Tableaux LLC40,000$2.59M0.2%N/A0.042%
8/12/2025 Rhumbline Advisers130,464$8.44M0.0%+11.2%0.136%
8/12/2025 Legal & General Group Plc93,131$6.02M0.0%+13.5%0.097%
8/12/2025 Hillsdale Investment Management Inc.89,440$5.79M0.2%+31.0%0.093%
8/12/2025 Swiss National Bank163,400$10.57M0.0%+2.7%0.170%
8/12/2025 Handelsbanken Fonder AB20,200$1.31M0.0%+5.8%0.021%
8/12/2025 Bank Julius Baer & Co. Ltd Zurich2,604$168K0.0%+66.2%0.003%
8/12/2025 Dynamic Technology Lab Private Ltd4,332$280K0.0%N/A0.005%
8/12/2025 Main Management ETF Advisors LLC41,781$2.70M0.1%+1.7%0.043%
8/12/2025 GDS Wealth Management3,453$223K0.0%N/A0.004%
8/12/2025 Ensign Peak Advisors Inc28,950$1.87M0.0%-22.9%0.030%
8/11/2025 EMC Capital Management8,600$556K0.3%+68.6%0.009%
8/8/2025 Rockefeller Capital Management L.P.18,751$1.21M0.0%-12.4%0.019%
8/8/2025 Intech Investment Management LLC43,904$2.84M0.0%-40.8%0.046%
8/8/2025 Cetera Investment Advisers16,240$1.05M0.0%+14.8%0.017%
8/8/2025 Creative Planning19,581$1.27M0.0%-37.3%0.020%
8/8/2025 SG Americas Securities LLC83,766$5.42M0.0%+135.3%0.087%
8/8/2025 Candriam S.C.A.8,154$527K0.0%N/A0.008%
8/8/2025 Police & Firemen s Retirement System of New Jersey19,057$1.23M0.0%+9.2%0.020%
8/8/2025 Bailard Inc.38,410$2.48M0.1%-0.9%0.040%
8/8/2025 Geode Capital Management LLC2,009,116$129.97M0.0%+3.8%2.088%
8/8/2025 PNC Financial Services Group Inc.2,284$148K0.0%+17.1%0.002%
8/8/2025 KBC Group NV2,413$156K0.0%-35.5%0.003%
8/8/2025 SBI Securities Co. Ltd.23,326$1.51M0.0%-16.3%0.024%
8/8/2025 Fairbanks Capital Management Inc.10,800$699K0.4%-8.5%0.011%
8/7/2025 Allworth Financial LP1,625$105K0.0%+839.3%0.002%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.739,261$47.82M0.2%+9.2%0.777%
8/7/2025 Mitsubishi UFJ Asset Management Co. Ltd.4,300$278K0.0%+22.2%0.005%
8/7/2025 Los Angeles Capital Management LLC37,118$2.40M0.0%-5.9%0.039%
8/6/2025 Prospera Financial Services Inc9,403$608K0.0%N/A0.010%
8/6/2025 Summit Investment Advisors Inc.8,000$368K0.3%-2.6%0.008%
8/6/2025 Fox Run Management L.L.C.22,208$1.44M0.2%-55.3%0.023%
8/6/2025 Cornerstone Investment Partners LLC3,296$213K0.0%N/A0.003%
8/6/2025 Savant Capital LLC6,472$419K0.0%+44.5%0.007%
8/5/2025 Bank of New York Mellon Corp257,322$16.64M0.0%+6.7%0.270%
8/5/2025 Intellectus Partners LLC7,462$483K0.1%+8.9%0.008%
8/5/2025 Versor Investments LP15,480$1.00M0.2%+98.6%0.016%
8/4/2025 Atria Investments Inc3,219$208K0.0%-31.2%0.003%
8/4/2025 Savvy Advisors Inc.3,358$217K0.0%N/A0.004%
8/4/2025 Flagship Harbor Advisors LLC3,555$230K0.0%N/A0.004%
8/4/2025 Wealth Management Associates Inc.4,170$270K0.1%N/A0.004%
8/1/2025 Jennison Associates LLC11,382$736K0.0%+1.8%0.012%
BREAKING: The House just passed 3 pro-crypto bills! (Ad)

THREE pro-crypto bills just passed the House! Now, experts believe altcoin season is officially here.

Discover the under-the-radar project I believe will skyrocket as a result.
8/1/2025 Teacher Retirement System of Texas16,585$1.07M0.0%+38.8%0.017%
8/1/2025 Y Intercept Hong Kong Ltd128,377$8.30M0.2%N/A0.135%
8/1/2025 Envestnet Asset Management Inc.33,997$2.20M0.0%-31.6%0.036%
7/31/2025 Wealthfront Advisers LLC3,821$247K0.0%N/A0.004%
7/31/2025 Oppenheimer Asset Management Inc.10,701$692K0.0%-56.1%0.011%
7/31/2025 State of New Jersey Common Pension Fund D41,276$2.67M0.0%+44.0%0.043%
7/31/2025 R Squared Ltd4,662$302K0.2%N/A0.005%
7/30/2025 Bogart Wealth LLC1,200$78K0.0%+140.0%0.001%
7/29/2025 International Assets Investment Management LLC12,929$836K0.0%+2.4%0.014%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al22,500$1.46M0.0%N/A0.024%
(Data available from 1/1/2016 forward)

UPST Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UPST shares?

During the previous two years, 339 institutional investors and hedge funds held shares of Upstart. The most heavily invested institutionals were Vanguard Group Inc. ($368.92M), Geode Capital Management LLC ($129.97M), Two Sigma Investments LP ($118.39M), Two Sigma Advisers LP ($105.24M), Renaissance Technologies LLC ($84.96M), Fred Alger Management LLC ($81.20M), and MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($77.34M).Learn more on Upstart's institutional investors.

What percentage of Upstart's stock is owned by institutional investors?

63.01% of Upstart's stock is owned by institutional investors. Learn more on UPST's institutional investor holdings.

Which institutional investors have been buying Upstart's stock?

Of the 299 institutional investors that purchased Upstart's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($1.92M), Fred Alger Management LLC ($1.70M), Two Sigma Advisers LP ($1.63M), Invesco Ltd. ($1.20M), Vanguard Group Inc. ($951.45K), Fuller & Thaler Asset Management Inc. ($907.58K), and Marshall Wace LLP ($907.40K).

How much institutional buying is happening at Upstart?

Institutional investors have bought a total of 19,988,332 shares in the last 24 months. This purchase volume represents approximately $1.11B in transactions.

Which of Upstart's major shareholders have been selling company stock?

Of the 126 institutional investors that sold Upstart's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Invesco Ltd. ($405.79K), Voloridge Investment Management LLC ($315.85K), Connor Clark & Lunn Investment Management Ltd. ($270.41K), Quantbot Technologies LP ($233.11K), International Assets Investment Management LLC ($227.70K), Fred Alger Management LLC ($150.99K), and Azora Capital LP ($149.83K).

How much institutional selling is happening at Upstart?

Institutional investors have sold a total of 3,528,182 shares in the last 24 months. This volume of shares sold represents approximately $204.73M in transactions.


Related Companies

This page (NASDAQ:UPST) was last updated on 8/15/2025 by MarketBeat.com Staff
From Our Partners
Trump’s national nightmare is here
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsored
Alex’s “Next Magnificent Seven” stocks
The original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Ma...
The Oxford Club | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsored
Trump set to Boost Social Security Checks by 400%?
If you're collecting or planning to collect social security... You should see this presentation about Presi...
InvestorPlace | Sponsored
BONUS GUIDE - Ben Stein Prepares For the Next Financial Crisis
With inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist ...
Goldco Precious Metals | Sponsored
Crypto Income (almost instantly)
How would you like to collect a small percentage of the $4 billion changing hands daily in the crypto market? ...
Awesomely, LLC | Sponsored
Buffett’s $325 Billion Cash Problem — Solved by Gold?
A bombshell announcement is just weeks away — and it could send shockwaves through the gold market. Most inves...
Golden Portfolio | Sponsored