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Upstart (UPST) Institutional Ownership

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$57.30 -0.12 (-0.21%)
As of 02:13 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)
224
Total
Institutional Inflows
(last 12 months)
$861.64M
Number of
Institutional Sellers
(last 12 months)
103
Total
Institutional Outflows
(last 12 months)
$164.40M
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UPST Institutional Buying and Selling by Quarter

Upstart Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/29/2025 Rhumbline Advisers117,307$5.40M0.0%+4.6%0.123%
5/28/2025 Strs Ohio5,200$239K0.0%N/A0.005%
5/21/2025 Acadian Asset Management LLC4,541$208K0.0%N/A0.005%
5/20/2025 Intech Investment Management LLC74,134$3.41M0.0%+70.8%0.078%
5/19/2025 Bayforest Capital Ltd9,081$418K0.2%+52.3%0.010%
5/19/2025 SCS Capital Management LLC40,000$1.84M0.0%N/A0.042%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC173,017$7.96M0.0%+18.7%0.182%
5/16/2025 Fred Alger Management LLC1,764,136$81.20M0.5%-7.9%1.854%
5/16/2025 Scientech Research LLC34,958$1.61M0.4%N/A0.037%
5/16/2025 Sepio Capital LP180,300$8.30M0.7%N/A0.190%
5/16/2025 NewEdge Advisors LLC1,997$92K0.0%+20.0%0.002%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,197,966$55.14M0.1%+3.9%1.259%
5/16/2025 Integrated Wealth Concepts LLC4,628$213K0.0%+13.8%0.005%
5/16/2025 Jacobs Levy Equity Management Inc.23,230$1.07M0.0%-12.1%0.024%
5/16/2025 KADENSA CAPITAL Ltd412,171$18.97M2.4%N/A0.433%
5/16/2025 Banque Transatlantique SA4,749$202K0.0%N/A0.005%
5/16/2025 AQR Capital Management LLC96,706$4.45M0.0%+89.5%0.102%
5/16/2025 Advisors Asset Management Inc.12,980$597K0.0%+753.9%0.014%
5/15/2025 Magnetar Financial LLC121,701$5.60M0.1%+949.0%0.128%
5/15/2025 Driehaus Capital Management LLC1,215,237$55.94M0.5%+71.5%1.277%
5/15/2025 Canada Pension Plan Investment Board172,600$7.95M0.0%N/A0.181%
5/15/2025 Trexquant Investment LP476,646$21.94M0.3%-20.1%0.501%
5/15/2025 Landscape Capital Management L.L.C.70,117$3.23M0.3%+222.0%0.074%
5/14/2025 Ieq Capital LLC12,654$582K0.0%+75.4%0.013%
5/14/2025 Orion Capital Management LLC2,760$127K0.1%-35.2%0.003%
5/14/2025 Virtus Advisers LLC3,497$161K0.2%N/A0.004%
5/14/2025 Comerica Bank19,788$911K0.0%-6.6%0.021%
5/14/2025 MetLife Investment Management LLC46,452$2.14M0.0%-1.5%0.049%
5/14/2025 Quantitative Investment Management LLC7,083$326K0.0%N/A0.007%
5/14/2025 Jump Financial LLC262,327$12.08M0.2%+57.0%0.276%
5/14/2025 Compound Planning Inc.12,707$585K0.0%+3.0%0.013%
5/14/2025 Credit Agricole S A28,367$1.31M0.0%+500.2%0.030%
5/14/2025 Hsbc Holdings PLC204,678$9.37M0.0%+7.6%0.215%
5/14/2025 Fuller & Thaler Asset Management Inc.907,581$41.78M0.2%+27.9%0.954%
5/14/2025 Quantbot Technologies LP180,035$8.29M0.3%+454.8%0.189%
5/13/2025 Northern Trust Corp774,806$35.66M0.0%-1.0%0.814%
5/13/2025 Versor Investments LP7,794$359K0.1%-25.1%0.008%
5/13/2025 Algert Global LLC57,184$2.63M0.1%+13.0%0.060%
5/13/2025 Raymond James Financial Inc.118,678$5.46M0.0%-2.9%0.125%
5/13/2025 Cresset Asset Management LLC5,072$233K0.0%-11.8%0.005%
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5/13/2025 Liontrust Investment Partners LLP161,402$7.43M0.1%+153.9%0.170%
5/13/2025 Fox Run Management L.L.C.49,684$2.29M0.4%+859.9%0.052%
5/13/2025 Informed Momentum Co LLC52,053$2.40M0.4%-39.2%0.055%
5/12/2025 Independent Advisor Alliance5,425$250K0.0%+9.8%0.006%
5/12/2025 Nuveen LLC414,893$19.10M0.0%N/A0.436%
5/12/2025 Aigen Investment Management LP9,069$417K0.1%-44.1%0.010%
5/12/2025 Virtu Financial LLC15,238$701K0.0%+93.0%0.016%
5/12/2025 Invesco Ltd.1,270,352$58.47M0.0%+79.0%1.335%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.677,049$31.17M0.1%+48.7%0.712%
5/12/2025 National Bank of Canada FI7,449$343K0.0%-94.4%0.008%
5/12/2025 Swiss National Bank159,100$7.32M0.0%+6.3%0.167%
5/12/2025 Mitsubishi UFJ Asset Management Co. Ltd.3,518$162K0.0%+11.2%0.004%
5/9/2025 Headlands Technologies LLC18,148$835K0.1%-5.7%0.019%
5/9/2025 Deutsche Bank AG73,816$3.40M0.0%-15.7%0.078%
5/9/2025 Charles Schwab Investment Management Inc.657,855$30.28M0.0%+0.1%0.692%
5/9/2025 Vanguard Group Inc.8,014,656$368.92M0.0%+2.8%8.430%
5/9/2025 Maxi Investments CY Ltd24,400$1.12M0.2%-17.6%0.026%
5/9/2025 Atria Wealth Solutions Inc.7,966$367K0.0%-58.1%0.008%
5/9/2025 Bank of Nova Scotia110,031$5.07M0.0%-10.7%0.116%
5/9/2025 Banco Santander S.A.14,000$644K0.0%-6.7%0.015%
5/9/2025 PNC Financial Services Group Inc.1,950$90K0.0%+385.1%0.002%
5/8/2025 Blueshift Asset Management LLC13,814$636K0.3%+307.6%0.015%
5/8/2025 US Bancorp DE9,567$440K0.0%-10.6%0.010%
5/8/2025 Coastal Bridge Advisors LLC36,370$1.67M0.4%+2.2%0.038%
5/8/2025 Harbour Investments Inc.13,622$627K0.0%-9.1%0.014%
5/8/2025 Natixis Advisors LLC30,649$1.41M0.0%+48.0%0.032%
5/8/2025 Bayforest Capital Ltd9,081$418K0.2%+52.3%0.010%
5/8/2025 XTX Topco Ltd4,532$209K0.0%-56.6%0.005%
5/8/2025 GSA Capital Partners LLP14,927$687K0.1%N/A0.016%
5/8/2025 Federated Hermes Inc.4,905$226K0.0%-34.8%0.005%
5/7/2025 Inspire Advisors LLC7,616$351K0.0%+5.8%0.008%
5/7/2025 Zurcher Kantonalbank Zurich Cantonalbank 21,825$1.01M0.0%+10.8%0.023%
5/6/2025 Cetera Investment Advisers14,147$651K0.0%-2.8%0.015%
5/6/2025 KLP Kapitalforvaltning AS18,200$838K0.0%+14.5%0.019%
5/6/2025 WMG Financial Advisors LLC19,162$882K0.4%-9.7%0.020%
5/5/2025 Private Advisor Group LLC14,318$659K0.0%+26.4%0.015%
5/5/2025 Jackson Creek Investment Advisors LLC19,049$877K0.3%N/A0.020%
5/5/2025 Jennison Associates LLC11,177$514K0.0%+22.8%0.012%
5/2/2025 Portman Square Capital LLP7,106$327K0.0%N/A0.007%
5/2/2025 SBI Securities Co. Ltd.27,871$1.28M0.0%+69.1%0.029%
5/2/2025 Apollon Wealth Management LLC18,511$852K0.0%+9.0%0.019%
5/2/2025 Edgestream Partners L.P.74,077$3.41M0.1%N/A0.078%
5/1/2025 Left Brain Wealth Management LLC8,170$376K0.2%-30.0%0.009%
5/1/2025 CWM LLC4,152$191K0.0%+211.0%0.004%
5/1/2025 New York State Common Retirement Fund25,526$1.18M0.0%+4.1%0.027%
5/1/2025 Arizona State Retirement System23,530$1.08M0.0%+6.7%0.025%
5/1/2025 Xponance Inc.6,171$284K0.0%+6.9%0.006%
4/30/2025 Cerity Partners LLC6,419$295K0.0%+76.3%0.007%
4/30/2025 Nisa Investment Advisors LLC10,745$495K0.0%-4.5%0.011%
4/29/2025 Envestnet Asset Management Inc.49,670$2.29M0.0%-16.1%0.052%
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4/29/2025 Bank of New York Mellon Corp241,211$11.10M0.0%-12.1%0.254%
4/28/2025 Principal Financial Group Inc.118,687$5.46M0.0%+1,675.4%0.125%
4/28/2025 Teacher Retirement System of Texas11,947$550K0.0%N/A0.013%
4/28/2025 Vontobel Holding Ltd.5,769$266K0.0%+51.8%0.006%
4/25/2025 Prakash Investment Advisors LLC10,425$480K0.5%-9.2%0.011%
4/25/2025 KBC Group NV3,741$172K0.0%+21.1%0.004%
4/24/2025 Mirae Asset Global Investments Co. Ltd.29,138$1.34M0.0%+106.8%0.031%
4/23/2025 Symmetry Partners LLC5,677$261K0.0%+11.3%0.006%
4/23/2025 International Assets Investment Management LLC12,630$581K0.0%+127.4%0.013%
4/23/2025 Asset Management One Co. Ltd.2,010$93K0.0%+71.2%0.002%
(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, 320 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 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 280 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), Invesco Ltd. ($1.20M), Vanguard Group Inc. ($951.45K), Barclays PLC ($936.47K), and Fuller & Thaler Asset Management Inc. ($907.58K).

How much institutional buying is happening at Upstart?

Institutional investors have bought a total of 73,196,376 shares in the last 24 months. This purchase volume represents approximately $2.88B in transactions.

Which Upstart major shareholders have been selling company stock?

Of the 138 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 ($230.11K), Mirae Asset Global Investments Co. Ltd. ($222.43K), and Zweig DiMenna Associates LLC ($172.37K).

How much institutional selling is happening at Upstart?

Institutional investors have sold a total of 5,353,685 shares in the last 24 months. This volume of shares sold represents approximately $242.33M in transactions.



This page (NASDAQ:UPST) was last updated on 6/10/2025 by MarketBeat.com Staff
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