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Upstart (UPST) Institutional Ownership

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$51.76 -0.05 (-0.10%)
Closing price 04:00 PM Eastern
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$52.04 +0.27 (+0.53%)
As of 08:00 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)
266
Total
Institutional Inflows
(last 12 months)
$1.12B
Number of
Institutional Sellers
(last 12 months)
130
Total
Institutional Outflows
(last 12 months)
$331.77M
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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
8/27/2025Orion Porfolio Solutions LLC3,354$217K0.0%N/A0.003%
8/19/2025Newbridge Financial Services Group Inc.10,064$651K0.1%+16.8%0.010%
8/19/2025Marex Group plc182,740$11.82M0.1%N/A0.190%
8/19/2025Advisory Services Network LLC5,399$349K0.0%+5.3%0.006%
8/19/2025State of Wyoming948$61K0.0%N/A0.001%
8/19/2025Liontrust Investment Partners LLP91,612$5.93M0.1%-43.2%0.095%
8/18/2025Tyler Stone Wealth Management39,634$2.56M0.4%-27.7%0.041%
8/18/2025Caxton Associates LLP4,235$274K0.0%N/A0.004%
8/18/2025Castleark Management LLC33,200$2.15M0.1%N/A0.035%
8/16/2025Headlands Technologies LLC22,892$1.48M0.2%+26.1%0.024%
8/15/2025Tower Research Capital LLC TRC 12,394$802K0.0%+453.1%0.013%
8/15/2025Synergy Financial Group LTD6,281$406K0.3%+8.4%0.007%
8/15/2025Rakuten Securities Inc.1,231$80K0.0%-57.4%0.001%
8/15/2025Captrust Financial Advisors3,345$216K0.0%N/A0.003%
8/15/2025Orion Porfolio Solutions LLC3,354$217K0.0%N/A0.003%
8/15/2025MML Investors Services LLC42,518$2.75M0.0%+8.9%0.044%
8/15/2025Man Group plc511,868$33.11M0.1%-43.5%0.532%
8/15/2025G2 Investment Partners Management LLC67,500$4.37M1.0%N/A0.070%
8/15/2025Garden State Investment Advisory Services LLC4,817$312K0.1%+9.5%0.005%
8/15/2025BNP Paribas Financial Markets43,854$2.84M0.0%-97.2%0.046%
8/15/2025Boothbay Fund Management LLC13,791$892K0.0%N/A0.014%
8/15/2025Brevan Howard Capital Management LP91,309$5.91M0.0%+111.7%0.095%
8/15/2025Ameriprise Financial Inc.52,793$3.42M0.0%-10.7%0.055%
8/15/2025AQR Capital Management LLC50,906$3.29M0.0%-47.4%0.053%
8/14/2025Vienna Asset Management LLC12,855$831K0.6%N/A0.013%
8/14/2025California State Teachers Retirement System76,368$4.94M0.0%+0.4%0.079%
8/14/2025Raymond James Financial Inc.140,250$9.07M0.0%+18.2%0.146%
8/14/2025Canada Pension Plan Investment Board219,100$14.17M0.0%+26.9%0.228%
8/14/2025Metavasi Capital LP95,000$6.15M2.5%N/A0.099%
8/14/2025Quantinno Capital Management LP90,011$5.82M0.0%+35.3%0.094%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,195,702$77.34M0.1%-0.2%1.243%
8/14/2025The Manufacturers Life Insurance Company 47,236$3.06M0.0%-1.2%0.049%
8/14/2025Diker Management LLC9,000$582K0.5%N/A0.009%
8/14/2025Mane Global Capital Management LP673,712$43.58M1.8%N/A0.700%
8/14/2025Rokos Capital Management LLP479,321$31.01M0.1%N/A0.498%
8/14/2025Sei Investments Co.78,649$5.09M0.0%+358.9%0.082%
8/14/2025Nebula Research & Development LLC60,689$3.93M0.3%+578.8%0.063%
8/14/2025NewEdge Advisors LLC697$45K0.0%-65.1%0.001%
8/14/2025AXA S.A.26,637$1.72M0.0%N/A0.028%
8/14/2025Daiwa Securities Group Inc.1,068$69K0.0%+29.1%0.001%
8/14/2025Q Fund Management Hong Kong Ltd173,700$11.24M6.2%N/A0.181%
8/14/2025Cerity Partners LLC3,391$219K0.0%-47.2%0.004%
8/14/2025Federated Hermes Inc.81,598$5.28M0.0%+1,563.6%0.085%
8/13/2025Jump Financial LLC238,972$15.46M0.2%-8.9%0.248%
8/13/2025Cresset Asset Management LLC5,241$339K0.0%+3.3%0.005%
8/13/2025Marshall Wace LLP111,152$7.19M0.0%N/A0.116%
8/13/2025First Trust Advisors LP244,409$15.81M0.0%+73.1%0.254%
8/13/2025Invesco Ltd.864,564$55.92M0.0%-31.9%0.899%
8/13/2025Twin Peaks Wealth Advisors LLC2,275$144K0.0%N/A0.002%
8/13/2025Blueshift Asset Management LLC12,273$794K0.2%-11.2%0.013%
8/13/2025Quantbot Technologies LP12,630$817K0.0%-93.0%0.013%
8/13/2025OMERS ADMINISTRATION Corp23,200$1.50M0.0%N/A0.024%
8/13/2025Edgestream Partners L.P.56,459$3.65M0.1%-23.8%0.059%
8/13/2025Sepio Capital LP256,102$16.57M1.2%+42.0%0.266%
8/13/2025Virtus Advisers LLC1,820$118K0.2%-48.0%0.002%
8/13/2025Pursue Wealth Partners LLC8,384$542K0.3%N/A0.009%
8/13/2025New York State Common Retirement Fund27,126$1.76M0.0%+6.3%0.028%
8/13/2025Norges Bank1,047,875$67.78M0.0%N/A1.089%
8/13/2025Quadrature Capital Ltd45,904$2.97M0.1%N/A0.048%
8/13/2025Hsbc Holdings PLC214,202$13.93M0.0%+4.7%0.223%
8/13/2025Arrowpoint Investment Partners Singapore Pte. Ltd.21,490$1.39M1.2%-12.3%0.022%
8/13/2025Worth Venture Partners LLC4,000$259K0.4%N/A0.004%
8/12/2025Inceptionr LLC5,350$346K0.1%N/A0.006%
8/12/2025J.W. Cole Advisors Inc.4,777$309K0.0%N/A0.005%
8/12/2025Manchester Capital Management LLC43,123$2.79M0.4%-0.6%0.045%
8/12/2025Advisors Asset Management Inc.13,500$873K0.0%+4.0%0.014%
8/12/2025Steward Partners Investment Advisory LLC864$56K0.0%+72.1%0.001%
8/12/2025Ameritas Investment Partners Inc.8,600$556K0.0%+7.5%0.009%
8/12/2025Prudential Financial Inc.89,675$5.80M0.0%+1,116.8%0.093%
8/12/2025Left Brain Wealth Management LLC6,600$427K0.2%-19.2%0.007%
8/12/2025Sierra Summit Advisors LLC15,318$991K0.2%N/A0.016%
8/12/2025American Century Companies Inc.7,086$458K0.0%N/A0.007%
8/12/2025Tableaux LLC40,000$2.59M0.2%N/A0.042%
8/12/2025Rhumbline Advisers130,464$8.44M0.0%+11.2%0.136%
8/12/2025Legal & General Group Plc93,131$6.02M0.0%+13.5%0.097%
8/12/2025Hillsdale Investment Management Inc.89,440$5.79M0.2%+31.0%0.093%
8/12/2025Swiss National Bank163,400$10.57M0.0%+2.7%0.170%
8/12/2025Handelsbanken Fonder AB20,200$1.31M0.0%+5.8%0.021%
8/12/2025Bank Julius Baer & Co. Ltd Zurich2,604$168K0.0%+66.2%0.003%
8/12/2025Dynamic Technology Lab Private Ltd4,332$280K0.0%N/A0.005%
8/12/2025Main Management ETF Advisors LLC41,781$2.70M0.1%+1.7%0.043%
8/12/2025GDS Wealth Management3,453$223K0.0%N/A0.004%
8/12/2025Ensign Peak Advisors Inc28,950$1.87M0.0%-22.9%0.030%
8/11/2025EMC Capital Management8,600$556K0.3%+68.6%0.009%
8/8/2025Rockefeller Capital Management L.P.18,751$1.21M0.0%-12.4%0.019%
8/8/2025Intech Investment Management LLC43,904$2.84M0.0%-40.8%0.046%
8/8/2025Cetera Investment Advisers16,240$1.05M0.0%+14.8%0.017%
8/8/2025Creative Planning19,581$1.27M0.0%-37.3%0.020%
8/8/2025SG Americas Securities LLC83,766$5.42M0.0%+135.3%0.087%
8/8/2025Candriam S.C.A.8,154$527K0.0%N/A0.008%
8/8/2025Police & Firemen s Retirement System of New Jersey19,057$1.23M0.0%+9.2%0.020%
8/8/2025Bailard Inc.38,410$2.48M0.1%-0.9%0.040%
8/8/2025Geode Capital Management LLC2,009,116$129.97M0.0%+3.8%2.088%
8/8/2025PNC Financial Services Group Inc.2,284$148K0.0%+17.1%0.002%
8/8/2025KBC Group NV2,413$156K0.0%-35.5%0.003%
8/8/2025SBI Securities Co. Ltd.23,326$1.51M0.0%-16.3%0.024%
8/8/2025Fairbanks Capital Management Inc.10,800$699K0.4%-8.5%0.011%
8/7/2025Allworth Financial LP1,625$105K0.0%+839.3%0.002%
8/7/2025Connor Clark & Lunn Investment Management Ltd.739,261$47.82M0.2%+9.2%0.777%
8/7/2025Mitsubishi 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, 348 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 308 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 130 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 5,435,324 shares in the last 24 months. This volume of shares sold represents approximately $331.77M in transactions.


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This page (NASDAQ:UPST) was last updated on 10/8/2025 by MarketBeat.com Staff
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