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Upstart (UPST) Institutional Ownership

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$23.02 +0.07 (+0.29%)
As of 12:21 PM Eastern
This is a fair market value price provided by Massive. 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)
184
Total
Institutional Inflows
(last 12 months)
$697.96M
Number of
Institutional Sellers
(last 12 months)
95
Total
Institutional Outflows
(last 12 months)
$223.02M
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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
10/2/2026Versant Capital Management Inc1,124$26K0.0%-61.3%0.001%
9/29/2026Greenwich Wealth Management LLC9,091$322K0.0%N/A0.009%
9/9/2026Sequoia Financial Advisors LLC7,174$254K0.0%N/A0.007%
9/9/2026Gemmer Asset Management LLC29,707$1.05M0.1%+17.0%0.031%
9/9/2026WINTON GROUP Ltd18,600$659K0.0%-75.5%0.019%
9/9/2026Engineers Gate Manager LP7,420$263K0.0%-84.8%0.008%
9/9/2026Integrated Wealth Concepts LLC7,003$248K0.0%N/A0.007%
9/8/2026Arizona State Retirement System22,905$812K0.0%-4.8%0.024%
8/27/2026Corient Private Wealth LP58,528$2.07M0.0%N/A0.060%
8/26/2026Amundi9,831$348K0.0%N/A0.010%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al12,000$425K0.0%N/A0.012%
8/23/2026Ameritas Advisory Services LLC3,123$111K0.0%N/A0.003%
8/21/2026EMC Capital Management6,600$234K0.1%N/A0.007%
8/20/2026Headlands Technologies LLC113,300$4.01M0.4%+42.5%0.116%
8/20/2026Two Sigma Securities LLC7,196$255K0.0%N/A0.007%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC138,692$4.91M0.0%-22.5%0.143%
8/18/2026Beacon Pointe Advisors LLC8,418$298K0.0%N/A0.009%
8/18/2026Orion Capital Management LLC2,700$96K0.0%N/A0.003%
8/18/2026Coastal Bridge Advisors LLC35,688$1.26M0.1%N/A0.037%
8/17/2026Corient Private Wealth LP55,644$1.97M0.0%N/A0.057%
8/15/2026Freestone Grove Partners LP8,473$300K0.0%N/A0.009%
8/15/2026Odyssean LLC80,393$2.85M0.5%+124.0%0.083%
8/15/2026Jupiter Topco LLC36,427$1.29M0.0%N/A0.037%
8/14/2026Canada Pension Plan Investment Board19,300$684K0.0%N/A0.020%
8/14/2026Legal & General Group Plc73,072$2.59M0.0%N/A0.075%
8/14/2026The Manufacturers Life Insurance Company43,957$1.56M0.0%N/A0.045%
8/14/2026Algert Global LLC42,040$1.49M0.0%-48.6%0.043%
8/13/2026Maxi Investments CY Ltd193,400$6.85M1.4%N/A0.199%
8/13/2026Sanctuary Advisors LLC6,418$227K0.0%N/A0.007%
8/12/2026Quantbot Technologies LP32,631$1.16M0.0%N/A0.034%
8/12/2026EP Wealth Advisors LLC7,661$271K0.0%N/A0.008%
8/12/2026Rakuten Securities Inc.1,886$67K0.0%N/A0.002%
8/11/2026Allworth Financial LP2,096$74K0.0%N/A0.002%
8/11/2026PCM Encore LLC6,648$236K0.0%N/A0.007%
8/8/2026Wealthfront Advisers LLC6,385$226K0.0%N/A0.007%
8/7/2026Deutsche Bank AG95,554$3.39M0.0%N/A0.100%
8/7/2026Perigon Wealth Management LLC26,276$931K0.0%N/A0.027%
8/7/2026Mitsubishi UFJ Asset Management Co. Ltd.8,343$296K0.0%N/A0.009%
8/7/2026Simplicity Wealth LLC10,745$381K0.0%N/A0.011%
8/6/2026Alberta Investment Management Corp238,800$8.46M0.0%N/A0.249%
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8/6/2026SCS Capital Management LLC35,000$1.24M0.0%N/A0.037%
8/6/2026Bank of New York Mellon Corp273,245$9.68M0.0%N/A0.285%
8/6/2026State of Wyoming7,234$256K0.0%N/A0.008%
8/6/2026GSA Capital Partners LLP50,765$1.80M0.1%N/A0.053%
7/10/2026Handelsbanken Fonder AB27,700$981K0.0%+16.4%0.029%
7/2/2026Versant Capital Management Inc2,905$103K0.0%+26.7%0.003%
5/20/2026Liontrust Investment Partners LLP52,013$1.33M0.0%-27.3%0.054%
5/19/2026Royal Fund Management LLC15,840$406K0.0%-5.4%0.017%
5/19/2026Janus Henderson Group PLC24,722$634K0.0%+15.1%0.026%
5/19/2026Altshuler Shaham Ltd37,800$970K0.0%+40.0%0.039%
5/18/2026California State Teachers Retirement System100,693$2.58M0.0%+21.3%0.105%
5/16/2026The Manufacturers Life Insurance Company41,047$1.05M0.0%-6.4%0.043%
5/16/2026Quantinno Capital Management LP103,860$2.66M0.0%+30.9%0.109%
5/16/2026SummitTX Capital L.P.59,503$1.53M0.0%-30.2%0.062%
5/15/2026Entropy Technologies LP14,958$384K0.0%N/A0.016%
5/14/2026GC Wealth Management RIA LLC344,646$8.84M0.4%+38.1%0.360%
5/14/2026State of Wyoming6,901$177K0.0%+10.8%0.007%
5/13/2026Cetera Investment Advisers26,062$668K0.0%+4.9%0.027%
5/13/2026First Trust Advisors LP373,455$9.58M0.0%+17.2%0.390%
5/8/2026PNC Financial Services Group Inc.3,885$100K0.0%+43.9%0.004%
5/7/2026Hollencrest Capital Management2,000$51K0.0%N/A0.002%
5/7/2026Dimensional Fund Advisors LP1,022,780$26.23M0.0%+267.1%1.069%
5/7/2026KBC Group NV3,510$90K0.0%+45.5%0.004%
5/7/2026Swiss National Bank173,200$4.44M0.0%+1.4%0.181%
5/6/2026Kera Capital Partners Inc.22,947$589K0.1%+69.8%0.024%
5/6/2026Independent Financial Group LLC8,029$206K0.0%N/A0.008%
5/5/2026Bank of New York Mellon Corp267,341$6.86M0.0%-0.7%0.279%
5/5/2026Geneos Wealth Management Inc.1,842$47K0.0%+274.4%0.002%
5/5/2026NFSG Corp8,085$207K0.0%-14.2%0.008%
5/2/2026International Assets Investment Management LLC26,059$661K0.0%+28.3%0.027%
5/1/2026Fifth Third Bancorp4,957$127K0.0%+726.2%0.005%
5/1/2026Simplicity Wealth LLC18,209$467K0.0%-15.6%0.019%
4/30/2026Kestra Advisory Services LLC18,763$481K0.0%-32.5%0.020%
4/29/2026Halter Ferguson Financial Inc.1,467,360$37.64M8.3%+253.3%1.533%
4/27/2026TCI Wealth Advisors Inc.48,389$1.24M0.1%+9.0%0.051%
4/27/2026Portman Square Capital LLP11,810$303K0.0%+29.8%0.012%
4/27/2026World Investment Advisors11,184$287K0.0%+12.7%0.012%
4/27/2026Private Advisor Group LLC68,054$1.75M0.0%-4.6%0.071%
4/27/2026Leonteq Securities AG19,510$500K0.0%+19.2%0.020%
4/23/2026WMG Financial Advisors LLC25,727$660K0.3%+47.3%0.027%
4/23/2026Apollon Wealth Management LLC30,910$793K0.0%-11.3%0.032%
4/22/2026Janney Montgomery Scott LLC18,643$478K0.0%+42.2%0.019%
4/22/2026Pictet Asset Management Holding SA14,528$373K0.0%+7.5%0.015%
4/20/2026Kercheville Advisors LLC15,000$385K0.1%+200.0%0.016%
3/17/2026Rockefeller Capital Management L.P.17,316$757K0.0%-5.9%0.018%
3/16/2026Osbon Capital Management LLC1,129$49K0.0%N/A0.001%
3/13/2026World Investment Advisors9,926$434K0.0%N/A0.010%
3/9/2026EMC Capital Management11,050$483K0.2%+12.2%0.011%
3/6/2026Hsbc Holdings PLC210,145$9.21M0.0%-8.0%0.214%
3/3/2026Caitong International Asset Management Co. Ltd2,875$126K0.0%-85.4%0.003%
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2/23/2026Kera Capital Partners Inc.13,515$591K0.1%-32.2%0.014%
2/19/2026Rare Wolf Capital LLC14,075$616K0.4%N/A0.014%
2/18/2026Alpine Woods Capital Investors LLC17,189$752K0.2%N/A0.018%
2/18/2026Mercer Global Advisors Inc. ADV45,167$1.98M0.0%+41.3%0.046%
2/18/2026Beacon Pointe Advisors LLC8,701$380K0.0%N/A0.009%
2/18/2026Coastal Bridge Advisors LLC37,688$1.65M0.1%-3.0%0.038%
2/18/2026Empowered Funds LLC924$40K0.0%N/A0.001%
2/18/2026XTX Topco Ltd30,520$1.34M0.0%+191.4%0.031%
2/18/2026Zacks Investment Management36,446$1.59M0.0%-11.5%0.037%
2/18/2026Voloridge Investment Management LLC347,881$15.21M0.1%-64.1%0.355%


UPST Institutional Ownership - Frequently Asked Questions

During the previous two years, 396 institutional investors and hedge funds held shares of Upstart. The most heavily invested institutionals were Vanguard Group Inc. ($353.06M), Jericho Capital Asset Management L.P. ($219.17M), Morgan Stanley ($183.96M), Two Sigma Advisers LP ($105.24M), Geode Capital Management LLC ($90.47M), Renaissance Technologies LLC ($84.96M), and MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($59.88M).Learn more on Upstart's institutional investors.

63.01% of Upstart's stock is owned by institutional investors. Learn more on UPST's institutional investor holdings.

Of the 356 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 ($2.60M), Morgan Stanley ($2.55M), Two Sigma Advisers LP ($1.63M), Halter Ferguson Financial Inc. ($1.47M), Fred Alger Management LLC ($1.42M), Jericho Capital Asset Management L.P. ($1.36M), and Invesco Ltd. ($1.20M).

Institutional investors have bought a total of 16,370,957 shares in the last 24 months. This purchase volume represents approximately $697.96M in transactions.

Of the 95 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: Two Sigma Investments LP ($1.01M), Price T Rowe Associates Inc. MD ($911.05K), Voloridge Investment Management LLC ($622.43K), Invesco Ltd. ($259.67K), Fred Alger Management LLC ($213.57K), Vanguard Group Inc. ($185.45K), and UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($155.90K).

Institutional investors have sold a total of 4,832,582 shares in the last 24 months. This volume of shares sold represents approximately $223.02M in transactions.


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Institutional ownership data for NASDAQ:UPST is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/2/2026. New 13F filings are added each quarter as they're published.
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