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Upstart (UPST) Institutional Ownership

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$55.00 -0.14 (-0.25%)
Closing price 04:00 PM Eastern
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$55.12 +0.13 (+0.23%)
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)
194
Total
Institutional Inflows
(last 12 months)
$679.63M
Number of
Institutional Sellers
(last 12 months)
85
Total
Institutional Outflows
(last 12 months)
$144.68M
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UPST Institutional Buying and Selling by Quarter

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Upstart Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/18/2025 California State Teachers Retirement System71,330$4.39M0.0%+0.7%0.076%
3/17/2025 Wealth Enhancement Advisory Services LLC4,614$284K0.0%N/A0.005%
2/28/2025 Universal Beteiligungs und Servicegesellschaft mbH112,065$6.90M0.0%N/A0.120%
2/20/2025 Mackenzie Financial Corp1,000$62K0.0%N/A0.001%
2/18/2025 Neo Ivy Capital Management8,019$493K0.1%N/A0.009%
2/18/2025 GTS Securities LLC4,753$293K0.0%-90.8%0.005%
2/18/2025 Orion Capital Management LLC4,260$262K0.1%-23.4%0.005%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC145,730$8.97M0.0%+32.0%0.160%
2/17/2025 Voloridge Investment Management LLC1,026,860$63.22M0.2%-23.5%1.126%
2/17/2025 Virtus Fund Advisers LLC518$32K0.1%N/A0.001%
2/17/2025 Virtus Investment Advisers Inc.5,400$332K0.3%N/A0.006%
2/17/2025 Twinbeech Capital LP51,425$3.17M0.1%-67.9%0.056%
2/17/2025 Two Sigma Advisers LP1,709,300$105.24M0.2%+190.2%1.874%
2/17/2025 Two Sigma Investments LP1,922,770$118.39M0.3%+20.1%2.108%
2/17/2025 Sherbrooke Park Advisers LLC6,701$413K0.1%N/A0.007%
2/17/2025 ProShare Advisors LLC22,114$1.36M0.0%+51.9%0.024%
2/17/2025 Quantinno Capital Management LP78,023$4.80M0.0%-1.2%0.086%
2/17/2025 Pathstone Holdings LLC396,096$24.93M0.1%-0.1%0.434%
2/17/2025 Man Group plc592,243$36.46M0.1%N/A0.649%
2/17/2025 Nuveen Asset Management LLC440,294$27.11M0.0%-5.7%0.483%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,153,331$71.01M0.2%-0.7%1.264%
2/17/2025 Jacobs Levy Equity Management Inc.26,417$1.63M0.0%-44.2%0.029%
2/17/2025 Janus Henderson Group PLC32,396$1.99M0.0%+24.3%0.036%
2/17/2025 Fred Alger Management LLC1,915,121$117.91M0.6%+53.6%2.099%
2/17/2025 Deutsche Bank AG87,590$5.39M0.0%+1.1%0.096%
2/17/2025 Driehaus Capital Management LLC708,450$43.62M0.4%+54.6%0.777%
2/17/2025 Cresset Asset Management LLC5,749$354K0.0%-73.3%0.006%
2/17/2025 Crestline Management LP10,004$616K0.0%+3.8%0.011%
2/17/2025 Capital Advantage Inc.11,625$716K0.1%-90.2%0.013%
2/17/2025 Cetera Investment Advisers14,550$896K0.0%-25.7%0.016%
2/17/2025 Brevan Howard Capital Management LP69,057$4.25M0.0%-14.3%0.076%
2/17/2025 Bridgefront Capital LLC3,259$201K0.1%N/A0.004%
2/17/2025 Azora Capital LP221,480$13.64M0.6%-32.8%0.243%
2/17/2025 Bayesian Capital Management LP19,900$1.23M0.2%N/A0.022%
2/17/2025 Algert Global LLC50,606$3.12M0.1%+166.2%0.055%
2/17/2025 Ancora Advisors LLC1,575$97K0.0%+31.3%0.002%
2/17/2025 Aristeia Capital L.L.C.56,700$3.49M0.1%N/A0.062%
2/14/2025 Mercer Global Advisors Inc. ADV24,399$1.50M0.0%-10.9%0.027%
2/14/2025 Comerica Bank21,196$1.31M0.0%+885.9%0.023%
2/14/2025 Voleon Capital Management LP23,706$1.46M0.1%N/A0.026%
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2/14/2025 Schonfeld Strategic Advisors LLC45,725$2.82M0.0%+273.0%0.050%
2/14/2025 Northern Trust Corp782,557$48.18M0.0%+16.2%0.858%
2/14/2025 The Manufacturers Life Insurance Company 43,247$2.66M0.0%-1.5%0.047%
2/14/2025 Oxford Asset Management LLP8,412$518K0.3%N/A0.009%
2/14/2025 Susquehanna Fundamental Investments LLC70,160$4.32M0.1%N/A0.077%
2/14/2025 Nebula Research & Development LLC3,259$201K0.0%-46.6%0.004%
2/14/2025 Voya Investment Management LLC23,067$1.42M0.0%-7.5%0.025%
2/14/2025 Integrated Wealth Concepts LLC4,065$250K0.0%N/A0.004%
2/14/2025 Fuller & Thaler Asset Management Inc.709,705$43.70M0.2%N/A0.778%
2/14/2025 Price T Rowe Associates Inc. MD56,356$3.47M0.0%+16.9%0.062%
2/14/2025 Hsbc Holdings PLC190,293$11.93M0.0%-633.0%0.209%
2/14/2025 Tower Research Capital LLC TRC 4,372$269K0.0%-65.8%0.005%
2/14/2025 Tradition Wealth Management LLC4,718$290K0.0%N/A0.005%
2/14/2025 MML Investors Services LLC41,986$2.59M0.0%-4.4%0.046%
2/14/2025 MetLife Investment Management LLC47,161$2.90M0.0%+5.5%0.052%
2/14/2025 BI Asset Management Fondsmaeglerselskab A S2,510$155K0.0%N/A0.003%
2/14/2025 Dimensional Fund Advisors LP17,067$1.05M0.0%-32.4%0.019%
2/14/2025 First Trust Advisors LP133,282$8.21M0.0%-33.7%0.146%
2/14/2025 Commerce Bank3,675$226K0.0%N/A0.004%
2/13/2025 Zacks Investment Management26,742$1.65M0.0%N/A0.029%
2/13/2025 Marshall Wace LLP1,061,512$65.36M0.1%+300.2%1.164%
2/13/2025 NewEdge Advisors LLC1,664$102K0.0%+150.6%0.002%
2/13/2025 EAM Investors LLC85,556$5.27M0.8%N/A0.094%
2/13/2025 Jump Financial LLC167,037$10.28M0.2%+759.7%0.183%
2/13/2025 XTX Topco Ltd10,454$644K0.1%-2.1%0.011%
2/13/2025 Summit Investment Advisors Inc.8,215$506K0.5%+8.3%0.009%
2/13/2025 Advisory Services Network LLC4,554$280K0.0%-63.3%0.005%
2/13/2025 Renaissance Technologies LLC1,379,900$84.96M0.1%+28.8%1.513%
2/13/2025 Bank of Nova Scotia123,191$7.59M0.0%N/A0.135%
2/13/2025 Shelton Capital Management18,000$1.11M0.0%-10.0%0.020%
2/13/2025 Legal & General Group Plc77,620$4.78M0.0%-8.2%0.085%
2/13/2025 Invesco Ltd.709,684$43.70M0.0%+886.0%0.778%
2/13/2025 Cerity Partners LLC3,640$209K0.0%N/A0.004%
2/13/2025 Federated Hermes Inc.7,526$463K0.0%N/A0.008%
2/13/2025 Envestnet Asset Management Inc.59,211$3.65M0.0%-42.7%0.065%
2/13/2025 Perennial Investment Advisors LLC4,620$284K0.0%N/A0.005%
2/13/2025 Dynamic Technology Lab Private Ltd16,640$1.02M0.2%N/A0.018%
2/13/2025 Hel Ved Capital Management Ltd51,940$3.20M0.9%N/A0.057%
2/13/2025 Wells Fargo & Company MN60,768$3.74M0.0%-64.4%0.067%
2/12/2025 Landscape Capital Management L.L.C.21,775$1.34M0.1%+26.9%0.024%
2/12/2025 ExodusPoint Capital Management LP65,992$4.06M0.0%N/A0.072%
2/12/2025 Trexquant Investment LP596,389$36.72M0.4%+43.3%0.654%
2/12/2025 Headlands Technologies LLC19,250$1.19M0.1%-76.7%0.021%
2/12/2025 Geode Capital Management LLC1,846,438$113.71M0.0%+1.6%2.024%
2/12/2025 Alliancebernstein L.P.90,910$5.60M0.0%-12.1%0.100%
2/12/2025 O Shaughnessy Asset Management LLC5,219$321K0.0%N/A0.006%
2/12/2025 Pictet Asset Management Holding SA10,326$636K0.0%+20.4%0.011%
2/12/2025 Norges Bank408,612$25.16M0.0%N/A0.448%
2/12/2025 Blair William & Co. IL3,600$222K0.0%N/A0.004%
2/12/2025 Mitsubishi UFJ Asset Management Co. Ltd.3,165$203K0.0%-55.2%0.003%
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2/12/2025 Tyler Stone Wealth Management54,834$3.38M0.6%-1.3%0.060%
2/12/2025 Mitsubishi UFJ Trust & Banking Corp3,642$224K0.0%N/A0.004%
2/11/2025 Prudential Financial Inc.10,803$665K0.0%+76.7%0.012%
2/11/2025 Corebridge Financial Inc.39,041$2.40M0.0%-5.2%0.043%
2/11/2025 Vanguard Group Inc.7,793,452$479.84M0.0%+5.0%8.543%
2/11/2025 LPL Financial LLC83,719$5.16M0.0%+38.6%0.092%
2/11/2025 Fox Run Management L.L.C.5,176$319K0.1%N/A0.006%
2/11/2025 KLP Kapitalforvaltning AS15,900$979K0.0%N/A0.017%
2/11/2025 Hillsdale Investment Management Inc.62,600$3.85M0.2%N/A0.069%
2/11/2025 Sei Investments Co.21,694$1.34M0.0%+123.4%0.024%
(Data available from 1/1/2016 forward)

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UPST Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UPST shares?

During the previous two years, 300 institutional investors and hedge funds held shares of Upstart. The most heavily invested institutionals were Vanguard Group Inc. ($479.84M), Two Sigma Investments LP ($118.39M), Fred Alger Management LLC ($117.91M), Geode Capital Management LLC ($113.71M), Two Sigma Advisers LP ($105.24M), Renaissance Technologies LLC ($84.96M), and MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($71.01M).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 265 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 ($1.70M), Two Sigma Advisers LP ($1.63M), Barclays PLC ($936.47K), Norges Bank ($874.03K), Marshall Wace LLP ($796.25K), and Vanguard Group Inc. ($730.25K).

How much institutional buying is happening at Upstart?

Institutional investors have bought a total of 69,845,018 shares in the last 24 months. This purchase volume represents approximately $2.70B in transactions.

Which Upstart major shareholders have been selling company stock?

Of the 121 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), Voloridge Investment Management LLC ($315.85K), Robeco Institutional Asset Management B.V. ($272.64K), Connor Clark & Lunn Investment Management Ltd. ($270.41K), International Assets Investment Management LLC ($235.57K), Mirae Asset Global Investments Co. Ltd. ($222.43K), and Zweig DiMenna Associates LLC ($177.86K).

How much institutional selling is happening at Upstart?

Institutional investors have sold a total of 4,881,803 shares in the last 24 months. This volume of shares sold represents approximately $217.20M in transactions.


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This page (NASDAQ:UPST) was last updated on 3/25/2025 by MarketBeat.com Staff
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