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Upstart (UPST) Institutional Ownership

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$68.12 +0.95 (+1.41%)
Closing price 09/17/2025 04:00 PM Eastern
Extended Trading
$69.64 +1.52 (+2.22%)
As of 06:01 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.
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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)
266
Total
Institutional Inflows
(last 12 months)
$1.12B
Number of
Institutional Sellers
(last 12 months)
132
Total
Institutional Outflows
(last 12 months)
$337.58M
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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
8/27/2025 Orion Porfolio Solutions LLC3,354$217K0.0%N/A0.003%
8/19/2025 Newbridge Financial Services Group Inc.10,064$651K0.1%+16.8%0.010%
8/19/2025 Marex Group plc182,740$11.82M0.1%N/A0.190%
8/19/2025 Advisory Services Network LLC5,399$349K0.0%+5.3%0.006%
8/19/2025 State of Wyoming948$61K0.0%N/A0.001%
8/19/2025 Liontrust Investment Partners LLP91,612$5.93M0.1%-43.2%0.095%
8/18/2025 Tyler Stone Wealth Management39,634$2.56M0.4%-27.7%0.041%
8/18/2025 Caxton Associates LLP4,235$274K0.0%N/A0.004%
8/18/2025 Castleark Management LLC33,200$2.15M0.1%N/A0.035%
8/16/2025 Headlands Technologies LLC22,892$1.48M0.2%+26.1%0.024%
8/15/2025 Tower Research Capital LLC TRC 12,394$802K0.0%+453.1%0.013%
8/15/2025 Synergy Financial Group LTD6,281$406K0.3%+8.4%0.007%
8/15/2025 Rakuten Securities Inc.1,231$80K0.0%-57.4%0.001%
8/15/2025 Captrust Financial Advisors3,345$216K0.0%N/A0.003%
8/15/2025 Orion Porfolio Solutions LLC3,354$217K0.0%N/A0.003%
8/15/2025 MML Investors Services LLC42,518$2.75M0.0%+8.9%0.044%
8/15/2025 Man Group plc511,868$33.11M0.1%-43.5%0.532%
8/15/2025 G2 Investment Partners Management LLC67,500$4.37M1.0%N/A0.070%
8/15/2025 Garden State Investment Advisory Services LLC4,817$312K0.1%+9.5%0.005%
8/15/2025 BNP Paribas Financial Markets43,854$2.84M0.0%-97.2%0.046%
8/15/2025 Boothbay Fund Management LLC13,791$892K0.0%N/A0.014%
8/15/2025 Brevan Howard Capital Management LP91,309$5.91M0.0%+111.7%0.095%
8/15/2025 Ameriprise Financial Inc.52,793$3.42M0.0%-10.7%0.055%
8/15/2025 AQR Capital Management LLC50,906$3.29M0.0%-47.4%0.053%
8/14/2025 Vienna Asset Management LLC12,855$831K0.6%N/A0.013%
8/14/2025 California State Teachers Retirement System76,368$4.94M0.0%+0.4%0.079%
8/14/2025 Raymond James Financial Inc.140,250$9.07M0.0%+18.2%0.146%
8/14/2025 Canada Pension Plan Investment Board219,100$14.17M0.0%+26.9%0.228%
8/14/2025 Metavasi Capital LP95,000$6.15M2.5%N/A0.099%
8/14/2025 Quantinno Capital Management LP90,011$5.82M0.0%+35.3%0.094%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,195,702$77.34M0.1%-0.2%1.243%
8/14/2025 The Manufacturers Life Insurance Company 47,236$3.06M0.0%-1.2%0.049%
8/14/2025 Diker Management LLC9,000$582K0.5%N/A0.009%
8/14/2025 Mane Global Capital Management LP673,712$43.58M1.8%N/A0.700%
8/14/2025 Rokos Capital Management LLP479,321$31.01M0.1%N/A0.498%
8/14/2025 Sei Investments Co.78,649$5.09M0.0%+358.9%0.082%
8/14/2025 Nebula Research & Development LLC60,689$3.93M0.3%+578.8%0.063%
8/14/2025 NewEdge Advisors LLC697$45K0.0%-65.1%0.001%
8/14/2025 AXA S.A.26,637$1.72M0.0%N/A0.028%
8/14/2025 Daiwa Securities Group Inc.1,068$69K0.0%+29.1%0.001%
8/14/2025 Q Fund Management Hong Kong Ltd173,700$11.24M6.2%N/A0.181%
8/14/2025 Cerity Partners LLC3,391$219K0.0%-47.2%0.004%
8/14/2025 Federated Hermes Inc.81,598$5.28M0.0%+1,563.6%0.085%
8/13/2025 Jump Financial LLC238,972$15.46M0.2%-8.9%0.248%
8/13/2025 Cresset Asset Management LLC5,241$339K0.0%+3.3%0.005%
8/13/2025 Marshall Wace LLP111,152$7.19M0.0%N/A0.116%
8/13/2025 First Trust Advisors LP244,409$15.81M0.0%+73.1%0.254%
8/13/2025 Invesco Ltd.864,564$55.92M0.0%-31.9%0.899%
8/13/2025 Twin Peaks Wealth Advisors LLC2,275$144K0.0%N/A0.002%
8/13/2025 Blueshift Asset Management LLC12,273$794K0.2%-11.2%0.013%
8/13/2025 Quantbot Technologies LP12,630$817K0.0%-93.0%0.013%
8/13/2025 OMERS ADMINISTRATION Corp23,200$1.50M0.0%N/A0.024%
8/13/2025 Edgestream Partners L.P.56,459$3.65M0.1%-23.8%0.059%
8/13/2025 Sepio Capital LP256,102$16.57M1.2%+42.0%0.266%
8/13/2025 Virtus Advisers LLC1,820$118K0.2%-48.0%0.002%
8/13/2025 Pursue Wealth Partners LLC8,384$542K0.3%N/A0.009%
8/13/2025 New York State Common Retirement Fund27,126$1.76M0.0%+6.3%0.028%
8/13/2025 Norges Bank1,047,875$67.78M0.0%N/A1.089%
8/13/2025 Quadrature Capital Ltd45,904$2.97M0.1%N/A0.048%
8/13/2025 Hsbc Holdings PLC214,202$13.93M0.0%+4.7%0.223%
8/13/2025 Arrowpoint Investment Partners Singapore Pte. Ltd.21,490$1.39M1.2%-12.3%0.022%
8/13/2025 Worth Venture Partners LLC4,000$259K0.4%N/A0.004%
8/12/2025 Inceptionr LLC5,350$346K0.1%N/A0.006%
8/12/2025 J.W. Cole Advisors Inc.4,777$309K0.0%N/A0.005%
8/12/2025 Manchester Capital Management LLC43,123$2.79M0.4%-0.6%0.045%
8/12/2025 Advisors Asset Management Inc.13,500$873K0.0%+4.0%0.014%
8/12/2025 Steward Partners Investment Advisory LLC864$56K0.0%+72.1%0.001%
8/12/2025 Ameritas Investment Partners Inc.8,600$556K0.0%+7.5%0.009%
8/12/2025 Prudential Financial Inc.89,675$5.80M0.0%+1,116.8%0.093%
8/12/2025 Left Brain Wealth Management LLC6,600$427K0.2%-19.2%0.007%
8/12/2025 Sierra Summit Advisors LLC15,318$991K0.2%N/A0.016%
8/12/2025 American Century Companies Inc.7,086$458K0.0%N/A0.007%
8/12/2025 Tableaux LLC40,000$2.59M0.2%N/A0.042%
8/12/2025 Rhumbline Advisers130,464$8.44M0.0%+11.2%0.136%
8/12/2025 Legal & General Group Plc93,131$6.02M0.0%+13.5%0.097%
8/12/2025 Hillsdale Investment Management Inc.89,440$5.79M0.2%+31.0%0.093%
8/12/2025 Swiss National Bank163,400$10.57M0.0%+2.7%0.170%
8/12/2025 Handelsbanken Fonder AB20,200$1.31M0.0%+5.8%0.021%
8/12/2025 Bank Julius Baer & Co. Ltd Zurich2,604$168K0.0%+66.2%0.003%
8/12/2025 Dynamic Technology Lab Private Ltd4,332$280K0.0%N/A0.005%
8/12/2025 Main Management ETF Advisors LLC41,781$2.70M0.1%+1.7%0.043%
8/12/2025 GDS Wealth Management3,453$223K0.0%N/A0.004%
8/12/2025 Ensign Peak Advisors Inc28,950$1.87M0.0%-22.9%0.030%
8/11/2025 EMC Capital Management8,600$556K0.3%+68.6%0.009%
8/8/2025 Rockefeller Capital Management L.P.18,751$1.21M0.0%-12.4%0.019%
8/8/2025 Intech Investment Management LLC43,904$2.84M0.0%-40.8%0.046%
8/8/2025 Cetera Investment Advisers16,240$1.05M0.0%+14.8%0.017%
8/8/2025 Creative Planning19,581$1.27M0.0%-37.3%0.020%
8/8/2025 SG Americas Securities LLC83,766$5.42M0.0%+135.3%0.087%
8/8/2025 Candriam S.C.A.8,154$527K0.0%N/A0.008%
8/8/2025 Police & Firemen s Retirement System of New Jersey19,057$1.23M0.0%+9.2%0.020%
8/8/2025 Bailard Inc.38,410$2.48M0.1%-0.9%0.040%
8/8/2025 Geode Capital Management LLC2,009,116$129.97M0.0%+3.8%2.088%
8/8/2025 PNC Financial Services Group Inc.2,284$148K0.0%+17.1%0.002%
8/8/2025 KBC Group NV2,413$156K0.0%-35.5%0.003%
8/8/2025 SBI Securities Co. Ltd.23,326$1.51M0.0%-16.3%0.024%
8/8/2025 Fairbanks Capital Management Inc.10,800$699K0.4%-8.5%0.011%
8/7/2025 Allworth Financial LP1,625$105K0.0%+839.3%0.002%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.739,261$47.82M0.2%+9.2%0.777%
8/7/2025 Mitsubishi UFJ Asset Management Co. Ltd.4,300$278K0.0%+22.2%0.005%
(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, 349 institutional investors and hedge funds held shares of Upstart. The most heavily invested institutionals were Vanguard Group Inc. ($368.92M), Geode Capital Management LLC ($129.97M), Two Sigma Investments LP ($118.39M), Two Sigma Advisers LP ($105.24M), Renaissance Technologies LLC ($84.96M), Fred Alger Management LLC ($81.20M), and MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($77.34M).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 309 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: Norges Bank ($1.92M), Fred Alger Management LLC ($1.70M), Two Sigma Advisers LP ($1.63M), Invesco Ltd. ($1.20M), Vanguard Group Inc. ($951.45K), Fuller & Thaler Asset Management Inc. ($907.58K), and Marshall Wace LLP ($907.40K).

How much institutional buying is happening at Upstart?

Institutional investors have bought a total of 20,077,381 shares in the last 24 months. This purchase volume represents approximately $1.12B in transactions.

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

Of the 132 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: BNP Paribas Financial Markets ($1.52M), Invesco Ltd. ($405.79K), Man Group plc ($393.33K), Voloridge Investment Management LLC ($315.85K), Connor Clark & Lunn Investment Management Ltd. ($270.41K), Quantbot Technologies LP ($233.11K), and International Assets Investment Management LLC ($227.70K).

How much institutional selling is happening at Upstart?

Institutional investors have sold a total of 5,580,750 shares in the last 24 months. This volume of shares sold represents approximately $337.58M in transactions.


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This page (NASDAQ:UPST) was last updated on 9/18/2025 by MarketBeat.com Staff
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