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Upstart (UPST) Institutional Ownership

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$62.96 -1.54 (-2.39%)
As of 01/17/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Upstart (NASDAQ:UPST)

Current
Institutional Ownership
Percentage
63.01%
Number of
Institutional Buyers
(last 12 months)
123
Total
Institutional Inflows
(last 12 months)
$197.41M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$97.90M
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UPST Institutional Buying and Selling by Quarter

Upstart Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Westside Investment Management Inc.3,050$188K0.0%-16.4%0.003%
1/17/2025Nisa Investment Advisors LLC11,251$693K0.0%-45.2%0.012%
1/17/2025Atomi Financial Group Inc.12,333$759K0.0%-79.0%0.014%
1/16/2025Gemmer Asset Management LLC18,015$1.11M0.1%-2.4%0.020%
1/16/2025Mandatum Life Insurance Co Ltd6,050$372K0.1%N/A0.007%
1/15/2025 Merit Financial Group LLC4,396$271K0.0%N/A0.005%
1/15/2025 Wealthcare Advisory Partners LLC3,552$219K0.0%N/A0.004%
1/14/2025 Keeler & Nadler Financial Planning & Wealth Management6,007$370K0.2%-14.3%0.007%
1/10/2025 Harbor Capital Advisors Inc.11,721$722K0.0%+12.5%0.013%
1/10/2025 Wealth Enhancement Advisory Services LLC5,079$313K0.0%N/A0.006%
1/8/2025 International Assets Investment Management LLC5,554$338K0.0%-97.6%0.006%
1/3/2025 GAMMA Investing LLC1,348$83K0.0%+19.9%0.001%
12/19/2024Principal Financial Group Inc.7,157$286K0.0%-31.2%0.008%
11/25/2024Tidal Investments LLC333,463$13.34M0.1%+1,413.7%0.366%
11/20/2024Westside Investment Management Inc.3,650$146K0.0%-9.9%0.004%
11/18/2024Synergy Financial Group LTD6,444$258K0.2%N/A0.007%
11/18/2024Orion Capital Management LLC5,560$222K0.1%+5.1%0.006%
11/16/2024Geode Capital Management LLC1,816,774$72.70M0.0%+1.6%1.991%
11/15/2024Y Intercept Hong Kong Ltd10,759$430K0.0%N/A0.012%
11/15/2024MML Investors Services LLC43,912$1.76M0.0%+7.7%0.048%
11/15/2024XTX Topco Ltd10,677$427K0.0%N/A0.012%
11/15/2024Two Sigma Advisers LP589,000$23.57M0.1%+689.5%0.646%
11/15/2024Quadrature Capital Ltd16,905$676K0.0%N/A0.019%
11/15/2024Quantinno Capital Management LP78,944$3.16M0.0%+8.3%0.087%
11/15/2024Point72 DIFC Ltd6,812$273K0.0%N/A0.007%
11/15/2024Jacobs Levy Equity Management Inc.47,318$1.89M0.0%+95.2%0.052%
11/15/2024Janus Henderson Group PLC26,053$1.04M0.0%-19.2%0.029%
11/15/2024Centiva Capital LP36,123$1.45M0.0%N/A0.040%
11/15/2024Azora Capital LP329,755$13.19M0.7%-11.2%0.361%
11/15/2024Point72 Asia Singapore Pte. Ltd.865$35K0.0%N/A0.001%
11/15/2024Point72 Hong Kong Ltd2,559$102K0.0%N/A0.003%
11/14/2024Edgestream Partners L.P.18,159$727K0.0%N/A0.020%
11/14/2024Fred Alger Management LLC1,246,839$49.89M0.2%+153.2%1.367%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC110,415$4.42M0.0%-15.5%0.121%
11/14/2024FORA Capital LLC5,049$202K0.0%N/A0.006%
11/14/2024BNP Paribas900$37K0.0%N/A0.001%
11/13/2024FMR LLC6,735$269K0.0%+36.3%0.007%
11/13/2024Quantbot Technologies LP98,158$3.93M0.2%+416.3%0.108%
11/13/2024The Manufacturers Life Insurance Company43,901$1.76M0.0%-0.9%0.048%
11/13/2024West Tower Group LLC2,000$80K0.2%N/A0.002%
11/13/2024Qsemble Capital Management LP22,637$906K0.2%N/A0.025%
11/13/2024Independent Advisor Alliance5,156$206K0.0%-82.5%0.006%
11/12/2024Algert Global LLC19,010$761K0.0%+75.8%0.021%
11/12/2024Charles Schwab Investment Management Inc.642,876$25.72M0.0%+5.2%0.718%
11/9/2024Landscape Capital Management L.L.C.17,162$687K0.1%N/A0.019%
11/9/2024Intech Investment Management LLC23,468$939K0.0%N/A0.026%
11/8/2024Connor Clark & Lunn Investment Management Ltd.725,582$29.03M0.1%+63.8%0.811%
11/8/2024Prospera Private Wealth LLC1,171$47K0.0%N/A0.001%
11/8/2024Prospera Financial Services Inc15,213$609K0.0%-16.2%0.017%
11/7/2024Pathstone Holdings LLC396,408$15.86M0.1%+0.3%0.443%
11/7/2024Quest Partners LLC1,723$69K0.0%+1,424.8%0.002%
11/7/2024Swiss National Bank145,900$5.84M0.0%+1.0%0.163%
11/6/2024Cassady Schiller Wealth Management LLC5,202$208K0.1%+24.1%0.006%
11/6/2024Natixis Advisors LLC16,352$654K0.0%N/A0.018%
11/6/2024Intellectus Partners LLC7,700$308K0.1%N/A0.009%
11/6/2024Oppenheimer Asset Management Inc.20,651$826K0.0%N/A0.023%
11/5/2024Entropy Technologies LP27,774$1.11M0.1%N/A0.031%
11/5/2024Apollon Wealth Management LLC15,431$617K0.0%-2.2%0.017%
11/4/2024Los Angeles Capital Management LLC8,352$334K0.0%N/A0.009%
11/4/2024State of New Jersey Common Pension Fund D45,969$1.84M0.0%N/A0.051%
11/4/2024Tyler Stone Wealth Management55,534$2.22M0.4%+94.1%0.062%
11/1/2024Hollencrest Capital Management1,000$40K0.0%N/A0.001%
11/1/2024Strategic Family Wealth Counselors L.L.C.7,992$320K0.1%N/A0.009%
10/31/2024Principal Financial Group Inc.7,157$286K0.0%-31.2%0.008%
10/31/2024Olympiad Research LP8,660$346K0.2%N/A0.010%
10/30/2024QRG Capital Management Inc.6,304$252K0.0%N/A0.007%
10/30/2024Asset Management One Co. Ltd.1,506$60K0.0%-34.7%0.002%
10/29/2024 Harbor Capital Advisors Inc.10,418$417K0.0%-5.6%0.012%
10/28/2024EMC Capital Management20,000$800K0.3%+217.5%0.022%
10/28/2024US Bancorp DE9,032$361K0.0%+10.2%0.010%
10/25/2024Fiducient Advisors LLC14,000$560K0.1%-22.2%0.016%
10/25/2024SteelPeak Wealth LLC20,701$828K0.0%N/A0.023%
10/25/2024Twin Peaks Wealth Advisors LLC5,333$213K0.1%N/A0.006%
10/24/2024TCI Wealth Advisors Inc.44,756$1.79M0.2%+6.5%0.050%
10/24/2024Bristlecone Advisors LLC6,454$258K0.0%N/A0.007%
10/23/2024Mirae Asset Global Investments Co. Ltd.14,430$589K0.0%-5.8%0.016%
10/22/2024 International Assets Investment Management LLC233,258$9.33M0.0%+4,087.8%0.265%
10/22/2024Private Advisor Group LLC15,748$630K0.0%-5.7%0.018%
10/22/2024Sequoia Financial Advisors LLC5,875$235K0.0%N/A0.007%
10/21/2024Castleview Partners LLC2,171$87K0.0%+21,610.0%0.002%
10/18/2024Blue Trust Inc.989$40K0.0%+125.3%0.001%
10/17/2024Inspire Advisors LLC7,460$298K0.0%-55.1%0.008%
10/16/2024Summit Financial Strategies Inc.10,399$416K0.0%+13.3%0.012%
10/16/2024Indiana Trust & Investment Management Co1,085$43K0.0%N/A0.001%
10/11/2024Creative Planning23,138$926K0.0%-11.6%0.026%
10/9/2024LifePro Asset Management50,179$2.01M1.2%N/A0.056%
10/9/2024 Keeler & Nadler Financial Planning & Wealth Management7,007$280K0.1%N/A0.008%
10/8/2024Atomi Financial Group Inc.58,743$2.35M0.1%-0.5%0.067%
10/7/2024 GAMMA Investing LLC1,124$45K0.0%-49.0%0.001%
10/3/2024SG Americas Securities LLC4,134$165K0.0%-97.2%0.005%
9/11/2024Newbridge Financial Services Group Inc.9,589$226K0.1%+10.4%0.011%
8/21/2024Truist Financial Corp9,185$217K0.0%-6.8%0.010%
8/16/2024Creative Planning26,169$617K0.0%-5.4%0.030%
8/16/2024Algert Global LLC10,816$255K0.0%N/A0.012%
8/15/2024The Manufacturers Life Insurance Company44,301$1.05M0.0%+7.2%0.050%
8/15/2024Millennium Management LLC262,396$6.19M0.0%-1,792.9%0.299%
8/14/2024Fred Alger Management LLC492,423$11.62M0.1%-3.0%0.560%
8/14/2024Marshall Wace LLP358,459$8.46M0.0%-21.6%0.408%
8/14/2024Bank of Montreal Can447,726$10.57M0.0%-14.1%0.509%
8/14/2024Magnetar Financial LLC18,964$447K0.0%-80.5%0.022%
(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, 223 institutional investors and hedge funds held shares of Upstart. The most heavily invested institutionals were Vanguard Group Inc. ($191.70M), Geode Capital Management LLC ($72.70M), Fred Alger Management LLC ($49.89M), Connor Clark & Lunn Investment Management Ltd. ($29.03M), Coatue Management LLC ($27.98M), Charles Schwab Investment Management Inc. ($25.72M), and Two Sigma Advisers LP ($23.57M).Learn more on UPST's institutional investors.

What percentage of Upstart stock is owned by institutional investors?

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

Which institutional investors have been buying Upstart stock?

Of the 193 institutional investors that purchased Upstart stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($50.90M), Fred Alger Management LLC ($1.03M), Barclays PLC ($936.47K), International Assets Investment Management LLC ($569.85K), Two Sigma Advisers LP ($514.40K), Norges Bank ($465.42K), and Geode Capital Management LLC ($436.88K).

How much institutional buying is happening at Upstart?

Institutional investors have bought a total of 61,760,416 shares in the last 24 months. This purchase volume represents approximately $2.17B in transactions.

Which Upstart major shareholders have been selling company stock?

Of the 91 institutional investors that sold Upstart stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Coatue Management LLC ($980.05K), Russell Investments Group Ltd. ($748K), Mirae Asset Global Investments Co. Ltd. ($278.50K), Robeco Institutional Asset Management B.V. ($272.64K), International Assets Investment Management LLC ($235.57K), Carnegie Capital Asset Management LLC ($195.00K), and Zweig DiMenna Associates LLC ($177.86K).

How much institutional selling is happening at Upstart?

Institutional investors have sold a total of 4,325,531 shares in the last 24 months. This volume of shares sold represents approximately $133.05M in transactions.


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This page (NASDAQ:UPST) was last updated on 1/18/2025 by MarketBeat.com Staff
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