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Upstart (UPST) Institutional Ownership

Upstart logo
$68.36 +0.97 (+1.44%)
(As of 11/15/2024 ET)
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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)
119
Total
Institutional Inflows
(last 12 months)
$190.21M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$80.32M
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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
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%
11/15/2024 XTX Topco Ltd10,677$427K0.0%N/A0.012%
11/15/2024 Two Sigma Advisers LP589,000$23.57M0.1%+689.5%0.646%
11/15/2024 Quadrature Capital Ltd16,905$676K0.0%N/A0.019%
11/15/2024 Quantinno Capital Management LP78,944$3.16M0.0%+8.3%0.087%
11/15/2024 Point72 DIFC Ltd6,812$273K0.0%N/A0.007%
11/15/2024 Jacobs Levy Equity Management Inc.47,318$1.89M0.0%+95.2%0.052%
11/15/2024 Janus Henderson Group PLC26,053$1.04M0.0%-19.2%0.029%
11/15/2024 Centiva Capital LP36,123$1.45M0.0%N/A0.040%
11/15/2024 Azora Capital LP329,755$13.19M0.7%-11.2%0.361%
11/15/2024 Point72 Asia Singapore Pte. Ltd.865$35K0.0%N/A0.001%
11/15/2024 Point72 Hong Kong Ltd2,559$102K0.0%N/A0.003%
11/14/2024 Edgestream Partners L.P.18,159$727K0.0%N/A0.020%
11/14/2024 Fred Alger Management LLC1,246,839$49.89M0.2%+153.2%1.367%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC110,415$4.42M0.0%-15.5%0.121%
11/14/2024 FORA Capital LLC5,049$202K0.0%N/A0.006%
11/14/2024 BNP Paribas900$37K0.0%N/A0.001%
11/13/2024 FMR LLC6,735$269K0.0%+36.3%0.007%
11/13/2024 Quantbot Technologies LP98,158$3.93M0.2%+416.3%0.108%
11/13/2024 The Manufacturers Life Insurance Company 43,901$1.76M0.0%-0.9%0.048%
11/13/2024 West Tower Group LLC2,000$80K0.2%N/A0.002%
11/13/2024 Qsemble Capital Management LP22,637$906K0.2%N/A0.025%
11/13/2024 Independent Advisor Alliance5,156$206K0.0%-82.5%0.006%
11/12/2024 Algert Global LLC19,010$761K0.0%+75.8%0.021%
11/12/2024 Charles Schwab Investment Management Inc.642,876$25.72M0.0%+5.2%0.718%
11/9/2024 Landscape Capital Management L.L.C.17,162$687K0.1%N/A0.019%
11/9/2024 Intech Investment Management LLC23,468$939K0.0%N/A0.026%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.725,582$29.03M0.1%+63.8%0.811%
11/8/2024 Prospera Private Wealth LLC1,171$47K0.0%N/A0.001%
11/8/2024 Prospera Financial Services Inc15,213$609K0.0%-16.2%0.017%
11/7/2024 Pathstone Holdings LLC396,408$15.86M0.1%+0.3%0.443%
11/7/2024 Quest Partners LLC1,723$69K0.0%+1,424.8%0.002%
11/7/2024 Swiss National Bank145,900$5.84M0.0%+1.0%0.163%
11/6/2024 Cassady Schiller Wealth Management LLC5,202$208K0.1%+24.1%0.006%
11/6/2024 Natixis Advisors LLC16,352$654K0.0%N/A0.018%
11/6/2024 Intellectus Partners LLC7,700$308K0.1%N/A0.009%
11/6/2024 Oppenheimer Asset Management Inc.20,651$826K0.0%N/A0.023%
11/5/2024 Entropy Technologies LP27,774$1.11M0.1%N/A0.031%
11/5/2024 Apollon Wealth Management LLC15,431$617K0.0%-2.2%0.017%
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11/4/2024 Los Angeles Capital Management LLC8,352$334K0.0%N/A0.009%
11/4/2024 State of New Jersey Common Pension Fund D45,969$1.84M0.0%N/A0.051%
11/4/2024 Tyler Stone Wealth Management55,534$2.22M0.4%+94.1%0.062%
11/1/2024 Hollencrest Capital Management1,000$40K0.0%N/A0.001%
11/1/2024 Strategic Family Wealth Counselors L.L.C.7,992$320K0.1%N/A0.009%
10/31/2024 Principal Financial Group Inc.7,157$286K0.0%-31.2%0.008%
10/31/2024 Olympiad Research LP8,660$346K0.2%N/A0.010%
10/30/2024 QRG Capital Management Inc.6,304$252K0.0%N/A0.007%
10/30/2024 Asset 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%
10/28/2024 EMC Capital Management20,000$800K0.3%+217.5%0.022%
10/28/2024 US Bancorp DE9,032$361K0.0%+10.2%0.010%
10/25/2024 Fiducient Advisors LLC14,000$560K0.1%-22.2%0.016%
10/25/2024 SteelPeak Wealth LLC20,701$828K0.0%N/A0.023%
10/25/2024 Twin Peaks Wealth Advisors LLC5,333$213K0.1%N/A0.006%
10/24/2024 TCI Wealth Advisors Inc.44,756$1.79M0.2%+6.5%0.050%
10/24/2024 Bristlecone Advisors LLC6,454$258K0.0%N/A0.007%
10/23/2024 Mirae 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%
10/22/2024 Private Advisor Group LLC15,748$630K0.0%-5.7%0.018%
10/22/2024 Sequoia Financial Advisors LLC5,875$235K0.0%N/A0.007%
10/21/2024 Castleview 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%
10/16/2024 Summit Financial Strategies Inc.10,399$416K0.0%+13.3%0.012%
10/16/2024 Indiana Trust & Investment Management Co1,085$43K0.0%N/A0.001%
10/11/2024 Creative Planning23,138$926K0.0%-11.6%0.026%
10/9/2024 LifePro Asset Management50,179$2.01M1.2%N/A0.056%
10/9/2024 Keeler & Nadler Financial Planning & Wealth Management7,007$280K0.1%N/A0.008%
10/8/2024 Atomi 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%
10/3/2024 SG Americas Securities LLC4,134$165K0.0%-97.2%0.005%
9/11/2024 Newbridge Financial Services Group Inc.9,589$226K0.1%+10.4%0.011%
8/21/2024 Truist Financial Corp9,185$217K0.0%-6.8%0.010%
8/16/2024 Creative Planning26,169$617K0.0%-5.4%0.030%
8/16/2024 Algert Global LLC10,816$255K0.0%N/A0.012%
8/15/2024 The Manufacturers Life Insurance Company44,301$1.05M0.0%+7.2%0.050%
8/15/2024 Millennium Management LLC262,396$6.19M0.0%-1,792.9%0.299%
8/14/2024 Fred Alger Management LLC492,423$11.62M0.1%-3.0%0.560%
8/14/2024 Marshall Wace LLP358,459$8.46M0.0%-21.6%0.408%
8/14/2024 Bank of Montreal Can447,726$10.57M0.0%-14.1%0.509%
8/14/2024 Magnetar Financial LLC18,964$447K0.0%-80.5%0.022%
8/14/2024 ProShare Advisors LLC19,894$469K0.0%+49.1%0.022%
8/13/2024Benjamin F. Edwards & Company Inc.3,420$81K0.0%+96.2%0.004%
8/12/2024 Seven Eight Capital LP223,608$5.28M0.6%+18.1%0.254%
8/12/2024 Mercer Global Advisors Inc. ADV27,049$635K0.0%+9.6%0.031%
8/9/2024 Dimensional Fund Advisors LP25,645$605K0.0%-1.5%0.029%
8/9/2024 WINTON GROUP Ltd35,661$841K0.1%N/A0.041%
8/8/2024Inspire Advisors LLC16,623$392K0.1%+3.0%0.019%
8/7/2024 Headlands Technologies LLC58,571$1.38M0.1%+61.9%0.067%
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8/7/2024 Gryphon Financial Partners LLC30,000$708K0.1%-25.0%0.034%
8/7/2024 Daiwa Securities Group Inc.2,657$63K0.0%+18.2%0.003%
8/6/2024 Fiducient Advisors LLC18,000$425K0.1%+63.6%0.020%
8/5/2024 Arizona State Retirement System20,567$485K0.0%+3.5%0.023%
8/1/2024 Rhumbline Advisers113,697$2.68M0.0%+6.9%0.129%
7/31/2024 Anfield Capital Management LLC1,416$33K0.0%N/A0.002%
7/31/2024Commonwealth Equity Services LLC45,387$1.07M0.0%-11.8%0.052%
7/30/2024 WMG Financial Advisors LLC43,732$1.03M0.5%-11.0%0.050%
7/30/2024 International Assets Investment Management LLC5,570$131K0.0%N/A0.006%
7/29/2024 Principal Financial Group Inc.10,405$245K0.0%+4.2%0.012%
(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 ($51.44M), 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 ($407.40K).

How much institutional buying is happening at Upstart?

Institutional investors have bought a total of 61,759,629 shares in the last 24 months. This purchase volume represents approximately $2.16B in transactions.

Which Upstart major shareholders have been selling company stock?

Of the 89 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 ($1.68M), Russell Investments Group Ltd. ($748K), Mirae Asset Global Investments Co. Ltd. ($278.50K), Robeco Institutional Asset Management B.V. ($273.51K), Carnegie Capital Asset Management LLC ($195.00K), Zweig DiMenna Associates LLC ($177.86K), and SG Americas Securities LLC ($150.53K).

How much institutional selling is happening at Upstart?

Institutional investors have sold a total of 4,763,767 shares in the last 24 months. This volume of shares sold represents approximately $130.45M in transactions.


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This page (NASDAQ:UPST) was last updated on 11/15/2024 by MarketBeat.com Staff
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