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Upstart (UPST) Institutional Ownership

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$27.74 -0.95 (-3.30%)
As of 11:53 AM 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)
254
Total
Institutional Inflows
(last 12 months)
$1.02B
Number of
Institutional Sellers
(last 12 months)
128
Total
Institutional Outflows
(last 12 months)
$414.92M
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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
5/8/2026 PNC Financial Services Group Inc.3,885$100K0.0%+43.9%0.004%
5/7/2026 Hollencrest Capital Management2,000$51K0.0%N/A0.002%
5/7/2026 Dimensional Fund Advisors LP1,022,780$26.23M0.0%+267.1%1.069%
5/7/2026 KBC Group NV3,510$90K0.0%+45.5%0.004%
5/7/2026 Swiss National Bank173,200$4.44M0.0%+1.4%0.181%
5/6/2026 Kera Capital Partners Inc.22,947$589K0.1%+69.8%0.024%
5/6/2026 Independent Financial Group LLC8,029$206K0.0%N/A0.008%
5/5/2026 Bank of New York Mellon Corp267,341$6.86M0.0%-0.7%0.279%
5/5/2026 Geneos Wealth Management Inc.1,842$47K0.0%+274.4%0.002%
5/5/2026 NFSG Corp8,085$207K0.0%-14.2%0.008%
5/2/2026 International Assets Investment Management LLC26,059$661K0.0%+28.3%0.027%
5/1/2026 Fifth Third Bancorp4,957$127K0.0%+726.2%0.005%
5/1/2026 Simplicity Wealth LLC18,209$467K0.0%-15.6%0.019%
4/30/2026 Kestra Advisory Services LLC18,763$481K0.0%-32.5%0.020%
4/29/2026 Halter Ferguson Financial Inc.1,467,360$37.64M8.3%+253.3%1.533%
4/27/2026 TCI Wealth Advisors Inc.48,389$1.24M0.1%+9.0%0.051%
4/27/2026 Portman Square Capital LLP11,810$303K0.0%+29.8%0.012%
4/27/2026 World Investment Advisors11,184$287K0.0%+12.7%0.012%
4/27/2026 Private Advisor Group LLC68,054$1.75M0.0%-4.6%0.071%
4/27/2026 Leonteq Securities AG19,510$500K0.0%+19.2%0.020%
4/23/2026 WMG Financial Advisors LLC25,727$660K0.3%+47.3%0.027%
4/23/2026 Apollon Wealth Management LLC30,910$793K0.0%-11.3%0.032%
4/22/2026 Janney Montgomery Scott LLC18,643$478K0.0%+42.2%0.019%
4/22/2026 Pictet Asset Management Holding SA14,528$373K0.0%+7.5%0.015%
4/20/2026 Kercheville 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%
3/13/2026 World Investment Advisors9,926$434K0.0%N/A0.010%
3/9/2026EMC Capital Management11,050$483K0.2%+12.2%0.011%
3/6/2026 Hsbc 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%
2/23/2026 Kera 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%
2/18/2026SummitTX Capital L.P.85,223$3.73M0.1%+361.4%0.087%
2/18/2026Susquehanna Portfolio Strategies LLC7,304$319K0.0%-78.6%0.007%
2/18/2026Odyssean LLC16,011$700K0.5%N/A0.016%
2/18/2026Interval Partners LP112,292$4.91M0.1%N/A0.115%
2/18/2026Janus Henderson Group PLC21,481$939K0.0%-12.6%0.022%
2/18/2026Jericho Capital Asset Management L.P.5,011,809$219.17M2.5%+11.9%5.111%
2/18/2026Engineers Gate Manager LP20,110$879K0.0%-72.6%0.021%
2/18/2026Castle Hook Partners LP48,545$2.12M0.0%N/A0.050%
2/18/2026Azora Capital LP882,231$38.58M2.4%N/A0.900%
2/18/2026Boothbay Fund Management LLC9,390$411K0.0%N/A0.010%
2/18/2026Altshuler Shaham Ltd27,000$1.18M0.0%+179.8%0.028%
2/17/2026Schonfeld Strategic Advisors LLC220,051$9.62M0.0%+366.9%0.224%
2/17/2026PDT Partners LLC100,041$4.38M0.3%N/A0.102%
2/17/2026Polar Asset Management Partners Inc.74,700$3.27M0.0%-60.7%0.076%
2/17/2026AQR Capital Management LLC60,309$2.64M0.0%+33.3%0.062%
2/17/2026Cetera Investment Advisers24,854$1.09M0.0%+55.5%0.025%
2/17/2026Sciencast Management LP39,950$1.75M0.2%N/A0.041%
2/17/2026Price T Rowe Associates Inc. MD80,379$3.52M0.0%-91.9%0.082%
2/17/2026 Private Advisor Group LLC71,323$3.12M0.0%+353.4%0.073%
2/17/2026Atom Investors LP52,694$2.30M0.2%N/A0.054%
2/17/2026Fred Alger Management LLC1,006,130$44.00M0.2%-10.8%1.026%
2/17/2026ExodusPoint Capital Management LP25,756$1.13M0.0%N/A0.026%
2/17/2026Graham Capital Management L.P.9,230$404K0.0%+38.2%0.009%
2/16/2026OMERS ADMINISTRATION Corp26,841$1.17M0.0%+15.7%0.027%
2/16/2026Vanguard Personalized Indexing Management LLC12,339$540K0.0%+19.1%0.013%
2/16/2026Verition Fund Management LLC69,020$3.02M0.0%-57.2%0.070%
2/16/2026 MML Investors Services LLC75,690$3.31M0.0%+38.6%0.077%
2/16/2026Mariner LLC25,014$1.10M0.0%-8.4%0.026%
2/16/2026Fieldview Capital Management LLC6,740$295K0.1%N/A0.007%
2/16/2026Aigen Investment Management LP7,485$327K0.1%N/A0.008%
2/13/2026 Kestra Advisory Services LLC27,805$1.22M0.0%+81.2%0.028%
2/13/2026Fairbanks Capital Management Inc.12,800$560K0.3%+18.5%0.013%
2/13/2026The Manufacturers Life Insurance Company 43,853$1.92M0.0%-2.9%0.045%
2/13/2026Inspire Advisors LLC7,742$339K0.0%+21.5%0.008%
2/13/2026PCM Encore LLC6,652$291K0.1%N/A0.007%
2/13/2026Morgan Stanley4,206,615$183.96M0.0%+154.6%4.290%
2/13/2026First Trust Advisors LP318,547$13.93M0.0%+34.3%0.325%
2/13/2026Charles Schwab Investment Management Inc.745,836$32.62M0.0%+0.6%0.761%
2/13/2026 Police & Firemen s Retirement System of New Jersey23,145$1.01M0.0%-1.6%0.024%
2/13/2026 Vontobel Holding Ltd.21,255$929K0.0%+93.4%0.022%
2/13/2026Dynamic Technology Lab Private Ltd8,622$377K0.1%N/A0.009%
2/13/2026Caitong International Asset Management Co. Ltd1,146$50K0.1%-94.2%0.001%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC157,432$6.89M0.0%-1.9%0.161%
2/13/2026Wells Fargo & Company MN210,164$9.19M0.0%+7.1%0.214%
2/13/2026 Banco Santander S.A.40,523$1.77M0.0%+189.5%0.041%
2/12/2026Federation des caisses Desjardins du Quebec2,185$96K0.0%-72.0%0.002%
2/12/2026MetLife Investment Management LLC46,891$2.05M0.0%-5.2%0.048%
2/12/2026Cibc World Markets Corp5,640$247K0.0%N/A0.006%
2/12/2026 Commonwealth Equity Services LLC52,379$2.29M0.0%-19.8%0.054%
2/12/2026 Dimensional Fund Advisors LP278,590$12.18M0.0%+382.3%0.286%
2/12/2026Ensign Peak Advisors Inc5,150$225K0.0%-68.7%0.005%
2/12/2026Marex Group plc1,178,997$51.56M0.3%-9.6%1.212%
2/12/2026 Steward Partners Investment Advisory LLC1,019$45K0.0%-30.4%0.001%
2/12/2026Bank of Montreal Can90,652$3.96M0.0%-45.1%0.093%
2/12/2026 Swiss National Bank170,800$7.47M0.0%+2.9%0.176%
2/12/2026Sepio Capital LP33,405$1.46M0.1%+518.0%0.034%
2/11/2026Empowered Funds LLC924$40K0.0%N/A0.001%
2/11/2026Inceptionr LLC4,609$202K0.1%-54.9%0.005%
2/11/2026 Janney Montgomery Scott LLC13,111$573K0.0%+18.9%0.013%


UPST Institutional Ownership - Frequently Asked Questions

During the previous two years, 393 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 355 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 21,274,423 shares in the last 24 months. This purchase volume represents approximately $1.02B in transactions.

Of the 126 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), Two Sigma Investments LP ($1.01M), Price T Rowe Associates Inc. MD ($911.05K), Invesco Ltd. ($665.46K), Voloridge Investment Management LLC ($622.43K), Man Group plc ($432.95K), and Fred Alger Management LLC ($364.56K).

Institutional investors have sold a total of 7,782,017 shares in the last 24 months. This volume of shares sold represents approximately $414.92M in transactions.


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This page (NASDAQ:UPST) was last updated on 5/12/2026 by MarketBeat.com Staff.
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