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Upstart (UPST) Institutional Ownership

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$25.41
-0.20 (-0.78%)
(As of 05/17/2024 08:54 PM 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)
120
Total
Institutional Inflows
(last 12 months)
$2.02B
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$77.96M
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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
5/17/2024 Comerica Bank2,313$62K0.0%+144.0%0.003%
5/16/2024 California State Teachers Retirement System72,491$1.95M0.0%-4.1%0.082%
5/15/2024 SVB Wealth LLC31,356$843K0.0%-40.4%0.036%
5/15/2024 Price T Rowe Associates Inc. MD42,350$1.14M0.0%+7.0%0.048%
5/15/2024 Magnetar Financial LLC97,281$2.62M0.1%+1,106.7%0.111%
5/14/2024 Natixis1,441$39K0.0%-74.9%0.002%
5/13/2024 Seven Eight Capital LP189,385$5.09M0.5%+349.1%0.216%
5/11/2024 Orion Capital Management LLC7,200$194K0.1%+26.3%0.008%
5/11/2024 Edgestream Partners L.P.82,737$2.23M0.1%+173.2%0.094%
5/10/2024 Fiducient Advisors LLC11,000$296K0.1%N/A0.013%
5/10/2024 Vanguard Group Inc.7,128,975$191.70M0.0%+1.6%8.119%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.4,995$134K0.0%-8.8%0.006%
5/9/2024 State Board of Administration of Florida Retirement System79,922$2.15M0.0%+288.4%0.091%
5/8/2024 Entropy Technologies LP50,501$1.36M0.1%N/A0.058%
5/8/2024 Heritage Wealth Advisors20,237$544K0.0%+20,137.0%0.023%
5/8/2024 ProShare Advisors LLC13,342$359K0.0%+10.1%0.015%
5/8/2024 Headlands Technologies LLC36,181$973K0.2%+598.6%0.041%
5/8/2024 Legacy Capital Group California Inc.35,831$963K0.4%-2.5%0.041%
5/8/2024 Inspire Advisors LLC16,143$434K0.1%+5.8%0.018%
5/7/2024 WMG Financial Advisors LLC49,132$1.32M0.8%-3.9%0.056%
5/7/2024 TCI Wealth Advisors Inc.39,971$1.08M0.1%+18.0%0.046%
5/7/2024 Swiss National Bank142,700$3.84M0.0%+1.6%0.163%
5/7/2024 SG Americas Securities LLC27,343$735K0.0%-19.1%0.031%
5/6/2024 Quantbot Technologies LP24,457$658K0.0%N/A0.028%
5/6/2024 Manchester Capital Management LLC37,325$1.00M0.1%+5.5%0.043%
5/1/2024 Mirae Asset Global Investments Co. Ltd.805,240$21.65M0.0%-20.9%0.917%
5/1/2024 Private Advisor Group LLC17,936$482K0.0%+13.6%0.020%
4/29/2024 Principal Financial Group Inc.9,983$268K0.0%+18.1%0.011%
4/29/2024 Benjamin F. Edwards & Company Inc.1,743$47K0.0%+80.6%0.002%
4/24/2024 Newbridge Financial Services Group Inc.8,689$234K0.1%+82.9%0.010%
4/24/2024 Gemmer Asset Management LLC8,792$236K0.0%+8.2%0.010%
4/23/2024 Raymond James Financial Services Advisors Inc.70,848$1.91M0.0%-18.6%0.081%
3/11/2024 Vanguard Group Inc.7,013,918$286.59M0.0%+2.3%8.115%
3/8/2024 ICA Group Wealth Management LLC1,486$61K0.0%N/A0.002%
2/22/2024 Sierra Summit Advisors LLC6,664$272K0.1%N/A0.008%
2/15/2024 Coatue Management LLC684,792$27.98M0.1%-58.9%0.805%
2/14/2024 Seven Eight Capital LP42,172$1.72M0.2%-60.1%0.050%
2/13/2024 Tower Research Capital LLC TRC 72,181$2.95M0.0%+7,265.4%0.085%
2/13/2024 Summit Financial Strategies Inc.6,780$277K0.0%N/A0.008%
2/12/2024 BOCHK Asset Management Ltd1,500$61K0.0%N/A0.002%
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2/12/2024 IPG Investment Advisors LLC6,775$277K0.1%N/A0.008%
2/12/2024 Hilltop Holdings Inc.35,654$1.46M0.2%-8.7%0.042%
2/12/2024 Hsbc Holdings PLC29,535$1.21M0.0%+8.2%0.035%
2/9/2024 Advisory Services Network LLC12,627$516K0.0%-74.3%0.015%
2/9/2024 Cassady Schiller Wealth Management LLC2,748$112K0.1%+23.7%0.003%
2/9/2024 Norges Bank465,418$19.02M0.0%N/A0.547%
2/8/2024 Independent Advisor Alliance6,569$268K0.0%N/A0.008%
2/8/2024 Level Four Advisory Services LLC25,763$1.05M0.1%-26.7%0.030%
2/8/2024 WMG Financial Advisors LLC51,132$2.09M1.4%-6.2%0.060%
2/8/2024 Legacy Capital Group California Inc.36,759$1.50M0.6%+8.9%0.043%
2/8/2024 Baader Bank Aktiengesellschaft11,266$458K0.0%-24.9%0.013%
2/8/2024 Mitsubishi UFJ Asset Management Co. Ltd.5,474$224K0.0%-16.8%0.006%
2/7/2024 Ieq Capital LLC6,394$261K0.0%N/A0.008%
2/7/2024 Principal Financial Group Inc.8,450$345K0.0%+12.2%0.010%
2/7/2024 QRG Capital Management Inc.5,355$219K0.0%N/A0.006%
2/6/2024 Charles Schwab Investment Management Inc.573,176$23.42M0.0%+3.1%0.674%
2/6/2024 Apollon Wealth Management LLC12,590$514K0.0%+30.4%0.015%
2/6/2024 TCI Wealth Advisors Inc.33,883$1.38M0.1%+10.0%0.040%
2/6/2024 Amalgamated Bank10,344$423K0.0%-6.5%0.012%
2/6/2024 Swiss National Bank140,500$5.74M0.0%-9.1%0.165%
2/6/2024 Orion Capital Management LLC5,700$233K0.1%+18.3%0.007%
2/5/2024 Victory Capital Management Inc.9,754$399K0.0%-91.8%0.011%
2/5/2024AtonRa Partners3,959$162K0.3%-23.7%0.005%
2/2/2024 Headlands Technologies LLC5,179$212K0.1%N/A0.006%
2/2/2024 Truist Financial Corp12,038$492K0.0%-32.0%0.014%
2/2/2024 Bank Julius Baer & Co. Ltd Zurich58,899$2.41M0.0%+9.1%0.069%
2/2/2024 Atria Wealth Solutions Inc.7,327$299K0.0%N/A0.009%
2/2/2024 Harvest Fund Management Co. Ltd1,859$76K0.0%N/A0.002%
2/1/2024 GAMMA Investing LLC605$25K0.0%N/A0.001%
2/1/2024 National Wealth Management Group LLC7,979$326K0.3%N/A0.009%
2/1/2024 New York State Common Retirement Fund29,707$1.21M0.0%-2.9%0.035%
2/1/2024 Duality Advisers LP9,861$403K0.0%-45.8%0.012%
2/1/2024 Handelsbanken Fonder AB12,000$490K0.0%+20.0%0.014%
2/1/2024 Signaturefd LLC1,101$45K0.0%-38.0%0.001%
1/31/2024 J.W. Cole Advisors Inc.11,425$467K0.0%N/A0.013%
1/31/2024 Daiwa Securities Group Inc.2,395$98K0.0%-19.2%0.003%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank15,400$629K0.0%+15.3%0.018%
1/30/2024 SVB Wealth LLC52,569$2.15M0.1%+98.9%0.062%
1/30/2024 Strs Ohio1,400$57K0.0%N/A0.002%
1/30/2024 Carnegie Capital Asset Management LLC171,558$7.01M0.2%+83.8%0.202%
1/29/2024 Valeo Financial Advisors LLC7,431$304K0.0%-40.0%0.009%
1/25/2024 International Assets Investment Management LLC8,070$330K0.0%-11.1%0.009%
1/25/2024 Nisa Investment Advisors LLC21,710$887K0.0%+805.7%0.026%
1/24/2024 Mirae Asset Global Investments Co. Ltd.1,018,354$41.61M0.1%+0.6%1.197%
1/24/2024 Stratos Wealth Partners LTD.11,805$482K0.0%+5.5%0.014%
1/24/2024 Prime Capital Investment Advisors LLC10,755$439K0.0%+23.4%0.013%
1/24/2024 International Assets Investment Management LLC329,740$13.47M0.0%+3,532.7%0.388%
1/24/2024 Asset Management One Co. Ltd.1,334$59K0.0%-27.1%0.002%
1/23/2024 Capital Advantage Inc.12,370$505K0.1%N/A0.015%
1/19/2024 AdvisorNet Financial Inc5,165$211K0.0%+24.0%0.006%
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1/17/2024 Connective Portfolio Management LLC11,000$449K0.9%N/A0.013%
1/16/2024 Kingswood Wealth Advisors LLC7,200$294K0.0%N/A0.008%
1/16/2024 Raymond James Financial Services Advisors Inc.87,080$3.56M0.0%+8.9%0.102%
1/16/2024 Raymond James & Associates20,895$854K0.0%N/A0.025%
1/16/2024 Compagnie Lombard Odier SCmA1,600$65K0.0%-27.3%0.002%
1/12/2024 SG Americas Securities LLC33,794$1.38M0.0%+28.1%0.040%
1/12/2024 Westside Investment Management Inc.4,050$165K0.0%-30.4%0.005%
1/12/2024 Mezzasalma Advisors LLC6,705$274K0.1%-6.0%0.008%
12/18/2023 Vanguard Group Inc.6,856,199$195.68M0.0%+1.3%8.060%
11/27/2023 Banque Pictet & Cie SA80,000$2.28M0.0%N/A0.094%
(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, 240 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), Coatue Management LLC ($27.98M), Charles Schwab Investment Management Inc. ($23.42M), Mirae Asset Global Investments Co. Ltd. ($21.65M), Northern Trust Corp ($20.51M), and Norges Bank ($19.02M).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 216 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 ($50.93M), Barclays PLC ($936.47K), Freshford Capital Management LLC ($503.47K), Norges Bank ($465.42K), Geode Capital Management LLC ($407.40K), Pathstone Family Office LLC ($397.06K), and Brainard Capital Management LLC ($391.67K).

How much institutional buying is happening at Upstart?

Institutional investors have bought a total of 60,608,970 shares in the last 24 months. This purchase volume represents approximately $2.10B in transactions.

Which Upstart major shareholders have been selling company stock?

Of the 99 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. ($473.40K), Robeco Institutional Asset Management B.V. ($342.94K), Carnegie Capital Asset Management LLC ($288.87K), LA Financiere DE L Echiquier ($240.02K), and Korea Investment CORP ($128.42K).

How much institutional selling is happening at Upstart?

Institutional investors have sold a total of 5,173,404 shares in the last 24 months. This volume of shares sold represents approximately $153.59M in transactions.


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This page (NASDAQ:UPST) was last updated on 5/20/2024 by MarketBeat.com Staff

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