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Upstart (UPST) Institutional Ownership

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$82.70 -1.43 (-1.70%)
Closing price 04:00 PM Eastern
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$82.88 +0.17 (+0.21%)
As of 07:59 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)
226
Total
Institutional Inflows
(last 12 months)
$861.92M
Number of
Institutional Sellers
(last 12 months)
108
Total
Institutional Outflows
(last 12 months)
$162.37M
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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
7/24/2025WMG Financial Advisors LLC18,512$1.20M0.4%-3.4%0.019%
7/24/2025Blair William & Co. IL3,600$233K0.0%N/A0.004%
7/23/2025 Vontobel Holding Ltd.5,262$340K0.0%-8.8%0.006%
7/23/2025 Joel Isaacson & Co. LLC4,000$259K0.0%N/A0.004%
7/23/2025 KLP Kapitalforvaltning AS17,700$1.15M0.0%-2.7%0.019%
7/23/2025 SteelPeak Wealth LLC3,964$256K0.0%N/A0.004%
7/23/2025 Prime Capital Investment Advisors LLC9,592$620K0.0%-16.5%0.010%
7/22/2025 Keudell Morrison Wealth Management3,450$223K0.0%N/A0.004%
7/22/2025 Gemmer Asset Management LLC26,013$1.68M0.2%+43.3%0.027%
7/22/2025 Wealthcare Advisory Partners LLC3,527$228K0.0%N/A0.004%
7/21/2025 QRG Capital Management Inc.8,760$567K0.0%+42.9%0.009%
7/21/2025 Ameritas Advisory Services LLC532$34K0.0%N/A0.001%
7/21/2025 Mirae Asset Global Investments Co. Ltd.16,420$1.06M0.0%-43.6%0.017%
7/18/2025 Truist Financial Corp13,432$869K0.0%-32.0%0.014%
7/17/2025 Summit Financial Strategies Inc.4,210$272K0.0%N/A0.004%
7/17/2025 Janney Montgomery Scott LLC9,330$603K0.0%-36.2%0.010%
7/17/2025 GC Wealth Management RIA LLC12,243$792K0.1%N/A0.013%
7/17/2025 Symmetry Partners LLC6,086$394K0.0%+7.2%0.006%
7/16/2025 TCI Wealth Advisors Inc.33,325$2.16M0.1%-11.3%0.035%
7/16/2025 Cadent Capital Advisors LLC15,625$1.01M0.3%N/A0.016%
7/10/2025 Guided Capital Wealth Management LLC36,437$2.36M1.8%+1.7%0.038%
7/10/2025 Wealth Enhancement Advisory Services LLC7,230$468K0.0%-43.1%0.008%
7/1/2025 Kera Capital Partners Inc.20,410$1.32M0.3%+11.1%0.021%
6/18/2025Voya Investment Management LLC21,153$974K0.0%-8.3%0.022%
5/29/2025Rhumbline Advisers117,307$5.40M0.0%+4.6%0.123%
5/28/2025Strs Ohio5,200$239K0.0%N/A0.005%
5/21/2025Acadian Asset Management LLC4,541$208K0.0%N/A0.005%
5/20/2025Intech Investment Management LLC74,134$3.41M0.0%+70.8%0.078%
5/19/2025Bayforest Capital Ltd9,081$418K0.2%+52.3%0.010%
5/19/2025SCS Capital Management LLC40,000$1.84M0.0%N/A0.042%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC173,017$7.96M0.0%+18.7%0.182%
5/16/2025Fred Alger Management LLC1,764,136$81.20M0.5%-7.9%1.854%
5/16/2025Scientech Research LLC34,958$1.61M0.4%N/A0.037%
5/16/2025Sepio Capital LP180,300$8.30M0.7%N/A0.190%
5/16/2025NewEdge Advisors LLC1,997$92K0.0%+20.0%0.002%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,197,966$55.14M0.1%+3.9%1.259%
5/16/2025Integrated Wealth Concepts LLC4,628$213K0.0%+13.8%0.005%
5/16/2025Jacobs Levy Equity Management Inc.23,230$1.07M0.0%-12.1%0.024%
5/16/2025KADENSA CAPITAL Ltd412,171$18.97M2.4%N/A0.433%
5/16/2025Banque Transatlantique SA4,749$202K0.0%N/A0.005%
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5/16/2025AQR Capital Management LLC96,706$4.45M0.0%+89.5%0.102%
5/16/2025Advisors Asset Management Inc.12,980$597K0.0%+753.9%0.014%
5/15/2025Magnetar Financial LLC121,701$5.60M0.1%+949.0%0.128%
5/15/2025Driehaus Capital Management LLC1,215,237$55.94M0.5%+71.5%1.277%
5/15/2025Canada Pension Plan Investment Board172,600$7.95M0.0%N/A0.181%
5/15/2025Trexquant Investment LP476,646$21.94M0.3%-20.1%0.501%
5/15/2025Landscape Capital Management L.L.C.70,117$3.23M0.3%+222.0%0.074%
5/14/2025Ieq Capital LLC12,654$582K0.0%+75.4%0.013%
5/14/2025Orion Capital Management LLC2,760$127K0.1%-35.2%0.003%
5/14/2025Virtus Advisers LLC3,497$161K0.2%N/A0.004%
5/14/2025Comerica Bank19,788$911K0.0%-6.6%0.021%
5/14/2025MetLife Investment Management LLC46,452$2.14M0.0%-1.5%0.049%
5/14/2025Quantitative Investment Management LLC7,083$326K0.0%N/A0.007%
5/14/2025Jump Financial LLC262,327$12.08M0.2%+57.0%0.276%
5/14/2025Compound Planning Inc.12,707$585K0.0%+3.0%0.013%
5/14/2025Credit Agricole S A28,367$1.31M0.0%+500.2%0.030%
5/14/2025Hsbc Holdings PLC204,678$9.37M0.0%+7.6%0.215%
5/14/2025Fuller & Thaler Asset Management Inc.907,581$41.78M0.2%+27.9%0.954%
5/14/2025Quantbot Technologies LP180,035$8.29M0.3%+454.8%0.189%
5/13/2025Northern Trust Corp774,806$35.66M0.0%-1.0%0.814%
5/13/2025Versor Investments LP7,794$359K0.1%-25.1%0.008%
5/13/2025Algert Global LLC57,184$2.63M0.1%+13.0%0.060%
5/13/2025Raymond James Financial Inc.118,678$5.46M0.0%-2.9%0.125%
5/13/2025Cresset Asset Management LLC5,072$233K0.0%-11.8%0.005%
5/13/2025Liontrust Investment Partners LLP161,402$7.43M0.1%+153.9%0.170%
5/13/2025Fox Run Management L.L.C.49,684$2.29M0.4%+859.9%0.052%
5/13/2025Informed Momentum Co LLC52,053$2.40M0.4%-39.2%0.055%
5/12/2025Independent Advisor Alliance5,425$250K0.0%+9.8%0.006%
5/12/2025Nuveen LLC414,893$19.10M0.0%N/A0.436%
5/12/2025Aigen Investment Management LP9,069$417K0.1%-44.1%0.010%
5/12/2025Virtu Financial LLC15,238$701K0.0%+93.0%0.016%
5/12/2025Invesco Ltd.1,270,352$58.47M0.0%+79.0%1.335%
5/12/2025Connor Clark & Lunn Investment Management Ltd.677,049$31.17M0.1%+48.7%0.712%
5/12/2025National Bank of Canada FI7,449$343K0.0%-94.4%0.008%
5/12/2025Swiss National Bank159,100$7.32M0.0%+6.3%0.167%
5/12/2025Mitsubishi UFJ Asset Management Co. Ltd.3,518$162K0.0%+11.2%0.004%
5/9/2025Headlands Technologies LLC18,148$835K0.1%-5.7%0.019%
5/9/2025Deutsche Bank AG73,816$3.40M0.0%-15.7%0.078%
5/9/2025Charles Schwab Investment Management Inc.657,855$30.28M0.0%+0.1%0.692%
5/9/2025Vanguard Group Inc.8,014,656$368.92M0.0%+2.8%8.430%
5/9/2025Maxi Investments CY Ltd24,400$1.12M0.2%-17.6%0.026%
5/9/2025Atria Wealth Solutions Inc.7,966$367K0.0%-58.1%0.008%
5/9/2025Bank of Nova Scotia110,031$5.07M0.0%-10.7%0.116%
5/9/2025Banco Santander S.A.14,000$644K0.0%-6.7%0.015%
5/9/2025PNC Financial Services Group Inc.1,950$90K0.0%+385.1%0.002%
5/8/2025Blueshift Asset Management LLC13,814$636K0.3%+307.6%0.015%
5/8/2025US Bancorp DE9,567$440K0.0%-10.6%0.010%
5/8/2025Coastal Bridge Advisors LLC36,370$1.67M0.4%+2.2%0.038%
5/8/2025Harbour Investments Inc.13,622$627K0.0%-9.1%0.014%
5/8/2025Natixis Advisors LLC30,649$1.41M0.0%+48.0%0.032%
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5/8/2025Bayforest Capital Ltd9,081$418K0.2%+52.3%0.010%
5/8/2025XTX Topco Ltd4,532$209K0.0%-56.6%0.005%
5/8/2025 GSA Capital Partners LLP14,927$687K0.1%N/A0.016%
5/8/2025Federated Hermes Inc.4,905$226K0.0%-34.8%0.005%
5/7/2025Inspire Advisors LLC7,616$351K0.0%+5.8%0.008%
5/7/2025Zurcher Kantonalbank Zurich Cantonalbank 21,825$1.01M0.0%+10.8%0.023%
5/6/2025Cetera Investment Advisers14,147$651K0.0%-2.8%0.015%
5/6/2025 KLP Kapitalforvaltning AS18,200$838K0.0%+14.5%0.019%
5/6/2025WMG Financial Advisors LLC19,162$882K0.4%-9.7%0.020%
5/5/2025Private Advisor Group LLC14,318$659K0.0%+26.4%0.015%
(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, 323 institutional investors and hedge funds held shares of Upstart. The most heavily invested institutionals were Vanguard Group Inc. ($368.92M), Two Sigma Investments LP ($118.39M), Geode Capital Management LLC ($113.71M), Two Sigma Advisers LP ($105.24M), Renaissance Technologies LLC ($84.96M), Fred Alger Management LLC ($81.20M), and Marshall Wace LLP ($65.36M).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 280 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: Fred Alger Management LLC ($1.70M), Two Sigma Advisers LP ($1.63M), Invesco Ltd. ($1.20M), Vanguard Group Inc. ($951.45K), Barclays PLC ($936.47K), Fuller & Thaler Asset Management Inc. ($907.58K), and Norges Bank ($874.03K).

How much institutional buying is happening at Upstart?

Institutional investors have bought a total of 16,372,370 shares in the last 24 months. This purchase volume represents approximately $861.92M in transactions.

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

Of the 107 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: Voloridge Investment Management LLC ($315.85K), Connor Clark & Lunn Investment Management Ltd. ($270.41K), International Assets Investment Management LLC ($227.70K), Fred Alger Management LLC ($166.09K), Azora Capital LP ($149.83K), SG Americas Securities LLC ($144.08K), and National Bank of Canada FI ($125.48K).

How much institutional selling is happening at Upstart?

Institutional investors have sold a total of 3,055,802 shares in the last 24 months. This volume of shares sold represents approximately $162.37M in transactions.


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This page (NASDAQ:UPST) was last updated on 7/24/2025 by MarketBeat.com Staff
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