Free Trial
→ Feds Just Admitted It—They Can Take Your Cash (From Priority Gold) (Ad) Buy UPST Stock  Free UPST Stock Alerts

Upstart (UPST) Institutional Ownership

Upstart logo
$39.96 +0.97 (+2.49%)
Closing price 04/14/2025 04:00 PM Eastern
Extended Trading
$39.57 -0.39 (-0.99%)
As of 08:21 AM 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)
196
Total
Institutional Inflows
(last 12 months)
$684.35M
Number of
Institutional Sellers
(last 12 months)
85
Total
Institutional Outflows
(last 12 months)
$144.68M
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

Remove Ads

Upstart Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025 GAMMA Investing LLC1,662$77K0.0%+23.3%0.002%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.2,699$124K0.0%+12,752.4%0.003%
4/9/2025 Merit Financial Group LLC5,263$242K0.0%+19.7%0.006%
4/8/2025 Rhumbline Advisers117,307$5.40M0.0%+4.6%0.125%
4/7/2025 GAMMA Investing LLC76,502$3.52M0.0%+5,575.2%0.082%
4/2/2025 Kera Capital Partners Inc.18,371$846K0.3%N/A0.020%
3/18/2025California State Teachers Retirement System71,330$4.39M0.0%+0.7%0.076%
3/17/2025Wealth Enhancement Advisory Services LLC4,614$284K0.0%N/A0.005%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH112,065$6.90M0.0%N/A0.120%
2/20/2025Mackenzie Financial Corp1,000$62K0.0%N/A0.001%
2/18/2025Neo Ivy Capital Management8,019$493K0.1%N/A0.009%
2/18/2025GTS Securities LLC4,753$293K0.0%-90.8%0.005%
2/18/2025Orion Capital Management LLC4,260$262K0.1%-23.4%0.005%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC145,730$8.97M0.0%+32.0%0.160%
2/17/2025Voloridge Investment Management LLC1,026,860$63.22M0.2%-23.5%1.126%
2/17/2025Virtus Fund Advisers LLC518$32K0.1%N/A0.001%
2/17/2025Virtus Investment Advisers Inc.5,400$332K0.3%N/A0.006%
2/17/2025Twinbeech Capital LP51,425$3.17M0.1%-67.9%0.056%
2/17/2025Two Sigma Advisers LP1,709,300$105.24M0.2%+190.2%1.874%
2/17/2025Two Sigma Investments LP1,922,770$118.39M0.3%+20.1%2.108%
2/17/2025Sherbrooke Park Advisers LLC6,701$413K0.1%N/A0.007%
2/17/2025ProShare Advisors LLC22,114$1.36M0.0%+51.9%0.024%
2/17/2025Quantinno Capital Management LP78,023$4.80M0.0%-1.2%0.086%
2/17/2025Pathstone Holdings LLC396,096$24.93M0.1%-0.1%0.434%
2/17/2025Man Group plc592,243$36.46M0.1%N/A0.649%
2/17/2025Nuveen Asset Management LLC440,294$27.11M0.0%-5.7%0.483%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,153,331$71.01M0.2%-0.7%1.264%
2/17/2025Jacobs Levy Equity Management Inc.26,417$1.63M0.0%-44.2%0.029%
2/17/2025Janus Henderson Group PLC32,396$1.99M0.0%+24.3%0.036%
2/17/2025Fred Alger Management LLC1,915,121$117.91M0.6%+53.6%2.099%
2/17/2025Deutsche Bank AG87,590$5.39M0.0%+1.1%0.096%
2/17/2025Driehaus Capital Management LLC708,450$43.62M0.4%+54.6%0.777%
2/17/2025Cresset Asset Management LLC5,749$354K0.0%-73.3%0.006%
2/17/2025Crestline Management LP10,004$616K0.0%+3.8%0.011%
2/17/2025 Capital Advantage Inc.11,625$716K0.1%-90.2%0.013%
2/17/2025Cetera Investment Advisers14,550$896K0.0%-25.7%0.016%
2/17/2025Brevan Howard Capital Management LP69,057$4.25M0.0%-14.3%0.076%
2/17/2025Bridgefront Capital LLC3,259$201K0.1%N/A0.004%
2/17/2025Azora Capital LP221,480$13.64M0.6%-32.8%0.243%
2/17/2025Bayesian Capital Management LP19,900$1.23M0.2%N/A0.022%
Now I look stupid. Real stupid... (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
2/17/2025Algert Global LLC50,606$3.12M0.1%+166.2%0.055%
2/17/2025Ancora Advisors LLC1,575$97K0.0%+31.3%0.002%
2/17/2025Aristeia Capital L.L.C.56,700$3.49M0.1%N/A0.062%
2/14/2025Mercer Global Advisors Inc. ADV24,399$1.50M0.0%-10.9%0.027%
2/14/2025Comerica Bank21,196$1.31M0.0%+885.9%0.023%
2/14/2025Voleon Capital Management LP23,706$1.46M0.1%N/A0.026%
2/14/2025Schonfeld Strategic Advisors LLC45,725$2.82M0.0%+273.0%0.050%
2/14/2025Northern Trust Corp782,557$48.18M0.0%+16.2%0.858%
2/14/2025The Manufacturers Life Insurance Company 43,247$2.66M0.0%-1.5%0.047%
2/14/2025Oxford Asset Management LLP8,412$518K0.3%N/A0.009%
2/14/2025Susquehanna Fundamental Investments LLC70,160$4.32M0.1%N/A0.077%
2/14/2025Nebula Research & Development LLC3,259$201K0.0%-46.6%0.004%
2/14/2025Voya Investment Management LLC23,067$1.42M0.0%-7.5%0.025%
2/14/2025Integrated Wealth Concepts LLC4,065$250K0.0%N/A0.004%
2/14/2025Fuller & Thaler Asset Management Inc.709,705$43.70M0.2%N/A0.778%
2/14/2025Price T Rowe Associates Inc. MD56,356$3.47M0.0%+16.9%0.062%
2/14/2025Hsbc Holdings PLC190,293$11.93M0.0%-633.0%0.209%
2/14/2025Tower Research Capital LLC TRC 4,372$269K0.0%-65.8%0.005%
2/14/2025Tradition Wealth Management LLC4,718$290K0.0%N/A0.005%
2/14/2025MML Investors Services LLC41,986$2.59M0.0%-4.4%0.046%
2/14/2025MetLife Investment Management LLC47,161$2.90M0.0%+5.5%0.052%
2/14/2025BI Asset Management Fondsmaeglerselskab A S2,510$155K0.0%N/A0.003%
2/14/2025Dimensional Fund Advisors LP17,067$1.05M0.0%-32.4%0.019%
2/14/2025First Trust Advisors LP133,282$8.21M0.0%-33.7%0.146%
2/14/2025Commerce Bank3,675$226K0.0%N/A0.004%
2/13/2025Zacks Investment Management26,742$1.65M0.0%N/A0.029%
2/13/2025Marshall Wace LLP1,061,512$65.36M0.1%+300.2%1.164%
2/13/2025NewEdge Advisors LLC1,664$102K0.0%+150.6%0.002%
2/13/2025EAM Investors LLC85,556$5.27M0.8%N/A0.094%
2/13/2025Jump Financial LLC167,037$10.28M0.2%+759.7%0.183%
2/13/2025XTX Topco Ltd10,454$644K0.1%-2.1%0.011%
2/13/2025Summit Investment Advisors Inc.8,215$506K0.5%+8.3%0.009%
2/13/2025Advisory Services Network LLC4,554$280K0.0%-63.3%0.005%
2/13/2025Renaissance Technologies LLC1,379,900$84.96M0.1%+28.8%1.513%
2/13/2025Bank of Nova Scotia123,191$7.59M0.0%N/A0.135%
2/13/2025Shelton Capital Management18,000$1.11M0.0%-10.0%0.020%
2/13/2025Legal & General Group Plc77,620$4.78M0.0%-8.2%0.085%
2/13/2025Invesco Ltd.709,684$43.70M0.0%+886.0%0.778%
2/13/2025Cerity Partners LLC3,640$209K0.0%N/A0.004%
2/13/2025Federated Hermes Inc.7,526$463K0.0%N/A0.008%
2/13/2025Envestnet Asset Management Inc.59,211$3.65M0.0%-42.7%0.065%
2/13/2025Perennial Investment Advisors LLC4,620$284K0.0%N/A0.005%
2/13/2025Dynamic Technology Lab Private Ltd16,640$1.02M0.2%N/A0.018%
2/13/2025Hel Ved Capital Management Ltd51,940$3.20M0.9%N/A0.057%
2/13/2025Wells Fargo & Company MN60,768$3.74M0.0%-64.4%0.067%
2/12/2025Landscape Capital Management L.L.C.21,775$1.34M0.1%+26.9%0.024%
2/12/2025ExodusPoint Capital Management LP65,992$4.06M0.0%N/A0.072%
2/12/2025Trexquant Investment LP596,389$36.72M0.4%+43.3%0.654%
2/12/2025Headlands Technologies LLC19,250$1.19M0.1%-76.7%0.021%
2/12/2025Geode Capital Management LLC1,846,438$113.71M0.0%+1.6%2.024%
Now I look stupid. Real stupid... (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
2/12/2025Alliancebernstein L.P.90,910$5.60M0.0%-12.1%0.100%
2/12/2025O Shaughnessy Asset Management LLC5,219$321K0.0%N/A0.006%
2/12/2025Pictet Asset Management Holding SA10,326$636K0.0%+20.4%0.011%
2/12/2025Norges Bank408,612$25.16M0.0%N/A0.448%
2/12/2025Blair William & Co. IL3,600$222K0.0%N/A0.004%
2/12/2025Mitsubishi UFJ Asset Management Co. Ltd.3,165$203K0.0%-55.2%0.003%
2/12/2025Tyler Stone Wealth Management54,834$3.38M0.6%-1.3%0.060%
2/12/2025Mitsubishi UFJ Trust & Banking Corp3,642$224K0.0%N/A0.004%
2/11/2025Prudential Financial Inc.10,803$665K0.0%+76.7%0.012%
2/11/2025Corebridge Financial Inc.39,041$2.40M0.0%-5.2%0.043%
(Data available from 1/1/2016 forward)

Remove Ads

UPST Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UPST shares?

During the previous two years, 302 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 266 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 69,916,923 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 4,880,873 shares in the last 24 months. This volume of shares sold represents approximately $217.19M in transactions.


Related Companies

This page (NASDAQ:UPST) was last updated on 4/15/2025 by MarketBeat.com Staff
From Our Partners
Elon Set to Shock the World by May 1st ?
Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believ...
Brownstone Research | Sponsored
[Action Required] Claim Your FREE IRS Loophole Guide
This shouldn't surprise anyone who's been paying attention, but... Pres. Trump may be about to unleash the ...
Colonial Metals | Sponsored
Elon’s Silver Play? Trump Clears the Path
Nothing is confirmed—yet. But Musk has disrupted every industry he's touched, and Trump's policies make the ti...
Priority Gold | Sponsored
Get Your Bank Account “Fed Invasion” Ready with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored
Elon Musk Confirms: Tesla’s Optimus is Replacing Workers… and Heading to Mars
Elon Musk just confirmed Tesla’s robot will go to Mars. But on Earth, it may trigger a trillion-dollar tech sh...
InvestorPlace | Sponsored
The Trump Dump is starting; Get out of stocks now?
The first 365 days of the Trump presidency… Will be the best time to get rich in American history.
Paradigm Press | Sponsored
Trump Orders 'National Digital Asset Stockpile'
‘Digital Asset Reserve’ for THIS Coin??? Get all the details before this story gains even more traction
Crypto 101 Media | Sponsored
America’s Retirement Accounts Are at Risk—Here’s Why
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored