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DIS   90.64 (-1.49%)
AMC   7.03 (-6.14%)
PFE   29.11 (-0.58%)
PYPL   57.73 (-3.54%)
XOM   100.51 (-1.87%)
QQQ   387.08 (+0.20%)
AAPL   193.12 (+1.95%)
MSFT   372.36 (+0.87%)
META   318.28 (-0.54%)
GOOGL   130.84 (+1.21%)
AMZN   146.88 (+1.41%)
TSLA   239.00 (+1.45%)
NVDA   465.55 (+2.30%)
NIO   7.47 (+2.05%)
BABA   72.45 (-0.79%)
AMD   118.40 (-0.14%)
T   17.22 (+3.36%)
F   10.61 (-0.84%)
MU   73.70 (-0.79%)
CGC   0.67 (-11.53%)
GE   120.22 (-1.08%)
DIS   90.64 (-1.49%)
AMC   7.03 (-6.14%)
PFE   29.11 (-0.58%)
PYPL   57.73 (-3.54%)
XOM   100.51 (-1.87%)

Upstart (UPST) Institutional Ownership

$33.20
-1.09 (-3.18%)
(As of 03:51 PM ET)
Compare
Today's Range
$31.62
$34.12
50-Day Range
$20.87
$34.29
52-Week Range
$11.93
$72.58
Volume
9.19 million shs
Average Volume
7.90 million shs
Market Capitalization
$2.82 billion
P/E Ratio
N/A
Dividend Yield
N/A
Price Target
$25.09

Institutional Ownership Changes (13F Filings) for Upstart (NASDAQ:UPST)

Current
Institutional Ownership
Percentage
42.50%
Number of
Institutional Buyers
(last 12 months)
160
Total
Institutional Inflows
(last 12 months)
$2.04 B
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$62.79 M
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Skip Chart & View Institutional Buying and Selling Data

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
11/30/2023American Century Companies Inc.27,897$0.80M0.0%+11.6%0.033%
11/27/2023Banque Pictet & Cie SA80,000$2.28M0.0%N/A0.094%
11/24/2023Deutsche Bank AG73,137$2.09M0.0%+4.5%0.086%
11/21/2023Comerica Bank938$27K0.0%N/A0.001%
11/16/2023Orion Capital Management LLC4,820$0.14M0.1%-15.6%0.006%
11/16/2023Morgan Stanley1,914,933$54.65M0.0%+65.6%2.251%
11/15/2023Mercer Global Advisors Inc. ADV8,722$0.25M0.0%+17.0%0.010%
11/15/2023The Manufacturers Life Insurance Company 39,927$1.14M0.0%+35.4%0.047%
11/15/2023GSA Capital Partners LLP14,669$0.42M0.0%N/A0.017%
11/15/2023Seven Eight Capital LP105,683$3.02M0.4%+92.2%0.124%
11/15/2023Legal & General Group Plc68,723$1.96M0.0%-6.0%0.081%
11/15/2023Ameriprise Financial Inc.32,935$0.94M0.0%-8.9%0.039%
11/15/2023AQR Capital Management LLC7,856$0.22M0.0%N/A0.009%
11/14/2023Quadrature Capital Ltd18,745$0.54M0.0%N/A0.022%
11/14/2023Lazard Asset Management LLC1,799$51K0.0%+31.9%0.002%
11/14/2023Fred Alger Management LLC508,050$14.50M0.1%+121.9%0.597%
11/14/2023Tyler Stone Wealth Management28,727$0.82M0.5%+5.1%0.034%
11/14/2023California State Teachers Retirement System78,089$2.23M0.0%-8.9%0.092%
11/14/2023Tower Research Capital LLC TRC 980$28K0.0%-68.9%0.001%
11/14/2023Trexquant Investment LP53,575$1.53M0.0%N/A0.063%
11/13/2023C M Bidwell & Associates Ltd.1,017$29K0.0%-52.4%0.001%
11/13/2023Connor Clark & Lunn Investment Management Ltd.79,250$2.26M0.0%+37.6%0.093%
11/13/2023Algert Global LLC21,430$0.61M0.0%N/A0.025%
11/13/2023Northern Trust Corp718,745$20.51M0.0%+1.1%0.845%
11/13/2023Mariner LLC37,910$1.08M0.0%+52.4%0.045%
11/13/2023Hsbc Holdings PLC27,309$0.78M0.0%-6.7%0.032%
11/13/2023Pearl River Capital LLC21,957$0.63M0.1%N/A0.026%
11/13/2023Invesco Ltd.92,520$2.64M0.0%-51.5%0.109%
11/13/2023Envestnet Asset Management Inc.29,902$0.85M0.0%+53.7%0.035%
11/13/2023Bank Julius Baer & Co. Ltd Zurich53,970$1.54M0.0%+6.0%0.063%
11/13/2023PNC Financial Services Group Inc.2,096$60K0.0%-52.7%0.002%
11/13/2023DekaBank Deutsche Girozentrale1,799$51K0.0%N/A0.002%
11/9/2023Rollins Financial37,692$1.08M0.3%+394.6%0.045%
11/9/2023Rhumbline Advisers103,151$2.94M0.0%+1.8%0.123%
11/9/2023EMC Capital Management3,700$0.11M0.1%N/A0.004%
11/9/2023Deutsche Bank AG73,137$2.09M0.0%+4.5%0.087%
11/9/2023Skandinaviska Enskilda Banken AB publ 1,780$51K0.0%-77.2%0.002%
11/9/2023Liontrust Investment Partners LLP225,000$6.42M0.1%+7.1%0.268%
11/8/2023State of New Jersey Common Pension Fund D74,959$2.14M0.0%-14.8%0.089%
11/8/2023Pathstone Family Office LLC397,061$11.33M0.1%N/A0.473%
11/8/2023Charles Schwab Investment Management Inc.555,713$15.86M0.0%+4.0%0.662%
11/8/2023Swiss National Bank154,500$4.41M0.0%+1.1%0.184%
11/8/2023Oppenheimer Asset Management Inc.7,747$0.22M0.0%N/A0.009%
11/7/2023New York State Common Retirement Fund30,588$0.87M0.0%+1.8%0.036%
11/7/2023Gryphon Financial Partners LLC50,000$1.43M0.3%N/A0.060%
11/7/2023Jump Financial LLC15,200$0.43M0.0%+90.2%0.018%
11/6/2023Victory Capital Management Inc.118,769$3.39M0.0%+1,486.5%0.142%
11/3/2023Private Advisor Group LLC15,891$0.45M0.0%+136.3%0.019%
11/2/2023Principal Financial Group Inc.7,534$0.22M0.0%-11.5%0.009%
11/2/2023Duality Advisers LP18,210$0.52M0.1%N/A0.022%
11/2/2023Nisa Investment Advisors LLC2,397$68K0.0%-95.4%0.003%
11/2/2023Banque Pictet & Cie SA80,000$2.28M0.0%N/A0.095%
10/31/2023TCI Wealth Advisors Inc.30,792$0.88M0.1%+19.6%0.037%
10/26/2023Inspire Advisors LLC8,411$0.24M0.0%-56.4%0.010%
10/26/2023Mirae Asset Global Investments Co. Ltd.1,012,479$28.90M0.1%-0.8%1.207%
10/25/2023Zurcher Kantonalbank Zurich Cantonalbank 13,356$0.38M0.0%+14.3%0.016%
10/25/2023AtonRa Partners5,191$0.15M0.3%N/A0.006%
10/24/2023Bailard Inc.39,531$1.13M0.0%-20.1%0.047%
10/24/2023Bank of New York Mellon Corp248,090$7.08M0.0%+0.3%0.296%
10/24/2023Stratos Wealth Partners LTD.11,186$0.32M0.0%+26.4%0.013%
10/24/2023Raymond James Financial Services Advisors Inc.79,935$2.28M0.0%+62.4%0.095%
10/24/2023Robeco Institutional Asset Management B.V.57,356$1.64M0.0%-82.6%0.068%
10/24/2023Cambridge Investment Research Advisors Inc.26,074$0.74M0.0%+7.1%0.031%
10/23/2023Compagnie Lombard Odier SCmA2,200$63K0.0%+33.3%0.003%
10/20/2023Valeo Financial Advisors LLC12,382$0.35M0.0%-12.7%0.015%
10/17/2023Newbridge Financial Services Group Inc.4,860$0.14M0.1%-39.5%0.006%
10/13/2023SG Americas Securities LLC26,390$0.75M0.0%+280.0%0.031%
10/12/2023AdvisorNet Financial Inc4,165$0.12M0.0%+31.6%0.005%
10/11/2023AE Wealth Management LLC15,129$0.43M0.0%-8.4%0.018%
10/11/2023CWM LLC1,169$33K0.0%+56.5%0.001%
10/11/2023Carnegie Capital Asset Management LLC93,337$2.66M0.1%+751.1%0.111%
10/4/2023International Assets Investment Management LLC9,077$0.24M0.0%+26.6%0.011%
9/21/2023Barclays PLC104,898$3.76M0.0%-128.9%0.125%
8/21/2023California State Teachers Retirement System85,760$3.07M0.0%-5.9%0.102%
8/16/2023Nuveen Asset Management LLC202,158$7.24M0.0%-14.1%0.241%
8/16/2023Synergy Financial Group LTD6,446$0.23M0.3%N/A0.008%
8/15/2023Alliancebernstein L.P.91,150$3.26M0.0%+117.3%0.109%
8/15/2023Wells Fargo & Company MN59,413$2.13M0.0%+28.2%0.071%
8/15/2023Tyler Stone Wealth Management27,337$0.98M0.6%N/A0.033%
8/15/2023Lazard Asset Management LLC1,364$48K0.0%N/A0.002%
8/15/2023Rockefeller Capital Management L.P.20,246$0.73M0.0%+2.3%0.024%
8/15/2023Seven Eight Capital LP54,981$1.97M0.3%-9.1%0.066%
8/15/2023Sherbrooke Park Advisers LLC11,752$0.42M0.2%N/A0.014%
8/15/2023Stifel Financial Corp8,540$0.31M0.0%N/A0.010%
8/15/2023Hilltop Holdings Inc.24,229$0.87M0.1%+2.8%0.029%
8/15/2023Holocene Advisors LP94,581$3.39M0.0%+2.6%0.113%
8/15/2023C M Bidwell & Associates Ltd.2,137$77K0.1%N/A0.003%
8/15/2023Capula Management Ltd42,580$1.53M0.0%-13.8%0.051%
8/14/2023Itau Unibanco Holding S.A.725$26K0.0%N/A0.001%
8/14/2023Ergoteles LLC43,916$1.57M0.1%N/A0.052%
8/14/2023Tudor Investment Corp Et Al28,336$1.02M0.0%+20.6%0.034%
8/14/2023IFP Advisors Inc638$26K0.0%+4,153.3%0.001%
8/14/2023Tower Research Capital LLC TRC 3,154$0.11M0.0%-70.8%0.004%
8/14/2023Schonfeld Strategic Advisors LLC14,700$0.53M0.0%-67.8%0.018%
8/14/2023Marshall Wace LLP46,993$1.68M0.0%-60.6%0.056%
8/14/2023MML Investors Services LLC30,621$1.10M0.0%+23.3%0.037%
8/14/2023Nuveen Asset Management LLC202,158$7.24M0.0%-14.1%0.241%
8/11/2023Natixis10,106$0.36M0.0%+9,434.0%0.012%
8/11/2023Credit Suisse AG75,812$2.72M0.0%+12.9%0.092%
8/11/2023Ameritas Investment Partners Inc.5,955$0.21M0.0%N/A0.007%
(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, 428 institutional investors and hedge funds held shares of Upstart. The most heavily invested institutionals were Vulcan Value Partners LLC ($733.10M), Third Point LLC ($605.20M), BlackRock Inc. ($257M), Vanguard Group Inc. ($124.99M), Allianz Asset Management GmbH ($109.65M), Artemis Investment Management LLP ($68.83M), and Morgan Stanley ($54.65M).Learn more on UPST's institutional investors.

What percentage of Upstart stock is owned by institutional investors?

42.50% 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 397 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 ($50.96M), Barclays PLC ($0.94M), Norges Bank ($0.85M), Vanguard Group Inc. ($0.84M), Morgan Stanley ($0.76M), State Street Corp ($0.64M), and Artemis Investment Management LLP ($0.63M).

How much institutional buying is happening at Upstart?

Institutional investors have bought a total of 69,293,418 shares in the last 24 months. This purchase volume represents approximately $2.98B in transactions.

Which Upstart major shareholders have been selling company stock?

Of the 148 institutional investors that sold Upstart stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Third Point LLC ($8.40M), Renaissance Technologies LLC ($1.20M), Russell Investments Group Ltd. ($0.75M), Coatue Management LLC ($0.70M), Mirae Asset Global Investments Co. Ltd. ($0.41M), Marshall Wace LLP ($0.40M), and Robeco Institutional Asset Management B.V. ($0.34M).

How much institutional selling is happening at Upstart?

Institutional investors have sold a total of 16,183,360 shares in the last 24 months. This volume of shares sold represents approximately $1.66B in transactions.


This page (NASDAQ:UPST) was last updated on 12/5/2023 by MarketBeat.com Staff

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