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Upstart (UPST) Institutional Ownership

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+0.55 (+2.41%)
(As of 03:18 PM ET)
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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)
124
Total
Institutional Inflows
(last 12 months)
$2.02B
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$72.29M
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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
4/24/2024 Newbridge Financial Services Group Inc.8,689$234K0.1%+82.9%0.010%
4/24/2024 Gemmer Asset Management LLC8,792$236K0.0%+8.2%0.010%
4/23/2024 Raymond James Financial Services Advisors Inc.70,848$1.91M0.0%-18.6%0.081%
3/11/2024Vanguard Group Inc.7,013,918$286.59M0.0%+2.3%8.115%
3/8/2024ICA Group Wealth Management LLC1,486$61K0.0%N/A0.002%
2/22/2024Sierra Summit Advisors LLC6,664$272K0.1%N/A0.008%
2/15/2024Coatue Management LLC684,792$27.98M0.1%-58.9%0.805%
2/14/2024Seven Eight Capital LP42,172$1.72M0.2%-60.1%0.050%
2/13/2024Tower Research Capital LLC TRC 72,181$2.95M0.0%+7,265.4%0.085%
2/13/2024Summit Financial Strategies Inc.6,780$277K0.0%N/A0.008%
2/12/2024BOCHK Asset Management Ltd1,500$61K0.0%N/A0.002%
2/12/2024IPG Investment Advisors LLC6,775$277K0.1%N/A0.008%
2/12/2024Hilltop Holdings Inc.35,654$1.46M0.2%-8.7%0.042%
2/12/2024Hsbc Holdings PLC29,535$1.21M0.0%+8.2%0.035%
2/9/2024Advisory Services Network LLC12,627$516K0.0%-74.3%0.015%
2/9/2024Cassady Schiller Wealth Management LLC2,748$112K0.1%+23.7%0.003%
2/9/2024Norges Bank465,418$19.02M0.0%N/A0.547%
2/8/2024Independent Advisor Alliance6,569$268K0.0%N/A0.008%
2/8/2024Level Four Advisory Services LLC25,763$1.05M0.1%-26.7%0.030%
2/8/2024WMG Financial Advisors LLC51,132$2.09M1.4%-6.2%0.060%
2/8/2024Legacy Capital Group California Inc.36,759$1.50M0.6%+8.9%0.043%
2/8/2024Baader Bank Aktiengesellschaft11,266$458K0.0%-24.9%0.013%
2/8/2024Mitsubishi UFJ Asset Management Co. Ltd.5,474$224K0.0%-16.8%0.006%
2/7/2024Ieq Capital LLC6,394$261K0.0%N/A0.008%
2/7/2024Principal Financial Group Inc.8,450$345K0.0%+12.2%0.010%
2/7/2024QRG Capital Management Inc.5,355$219K0.0%N/A0.006%
2/6/2024Charles Schwab Investment Management Inc.573,176$23.42M0.0%+3.1%0.674%
2/6/2024Apollon Wealth Management LLC12,590$514K0.0%+30.4%0.015%
2/6/2024TCI Wealth Advisors Inc.33,883$1.38M0.1%+10.0%0.040%
2/6/2024 Amalgamated Bank10,344$423K0.0%-6.5%0.012%
2/6/2024Swiss National Bank140,500$5.74M0.0%-9.1%0.165%
2/6/2024Orion Capital Management LLC5,700$233K0.1%+18.3%0.007%
2/5/2024Victory Capital Management Inc.9,754$399K0.0%-91.8%0.011%
2/5/2024AtonRa Partners3,959$162K0.3%-23.7%0.005%
2/2/2024Headlands Technologies LLC5,179$212K0.1%N/A0.006%
2/2/2024Truist Financial Corp12,038$492K0.0%-32.0%0.014%
2/2/2024Bank Julius Baer & Co. Ltd Zurich58,899$2.41M0.0%+9.1%0.069%
2/2/2024Atria Wealth Solutions Inc.7,327$299K0.0%N/A0.009%
2/2/2024Harvest Fund Management Co. Ltd1,859$76K0.0%N/A0.002%
2/1/2024 GAMMA Investing LLC605$25K0.0%N/A0.001%
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2/1/2024National Wealth Management Group LLC7,979$326K0.3%N/A0.009%
2/1/2024New York State Common Retirement Fund29,707$1.21M0.0%-2.9%0.035%
2/1/2024Duality Advisers LP9,861$403K0.0%-45.8%0.012%
2/1/2024Handelsbanken Fonder AB12,000$490K0.0%+20.0%0.014%
2/1/2024Signaturefd LLC1,101$45K0.0%-38.0%0.001%
1/31/2024J.W. Cole Advisors Inc.11,425$467K0.0%N/A0.013%
1/31/2024Daiwa Securities Group Inc.2,395$98K0.0%-19.2%0.003%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 15,400$629K0.0%+15.3%0.018%
1/30/2024SVB Wealth LLC52,569$2.15M0.1%+98.9%0.062%
1/30/2024Strs Ohio1,400$57K0.0%N/A0.002%
1/30/2024Carnegie Capital Asset Management LLC171,558$7.01M0.2%+83.8%0.202%
1/29/2024 Valeo Financial Advisors LLC7,431$304K0.0%-40.0%0.009%
1/25/2024 International Assets Investment Management LLC8,070$330K0.0%-11.1%0.009%
1/25/2024Nisa Investment Advisors LLC21,710$887K0.0%+805.7%0.026%
1/24/2024Mirae Asset Global Investments Co. Ltd.1,018,354$41.61M0.1%+0.6%1.197%
1/24/2024 Stratos Wealth Partners LTD.11,805$482K0.0%+5.5%0.014%
1/24/2024Prime Capital Investment Advisors LLC10,755$439K0.0%+23.4%0.013%
1/24/2024 International Assets Investment Management LLC329,740$13.47M0.0%+3,532.7%0.388%
1/24/2024Asset Management One Co. Ltd.1,334$59K0.0%-27.1%0.002%
1/23/2024Capital Advantage Inc.12,370$505K0.1%N/A0.015%
1/19/2024 AdvisorNet Financial Inc5,165$211K0.0%+24.0%0.006%
1/17/2024Connective Portfolio Management LLC11,000$449K0.9%N/A0.013%
1/16/2024 Kingswood Wealth Advisors LLC7,200$294K0.0%N/A0.008%
1/16/2024 Raymond James Financial Services Advisors Inc.87,080$3.56M0.0%+8.9%0.102%
1/16/2024 Raymond James & Associates20,895$854K0.0%N/A0.025%
1/16/2024Compagnie Lombard Odier SCmA1,600$65K0.0%-27.3%0.002%
1/12/2024SG Americas Securities LLC33,794$1.38M0.0%+28.1%0.040%
1/12/2024 Westside Investment Management Inc.4,050$165K0.0%-30.4%0.005%
1/12/2024 Mezzasalma Advisors LLC6,705$274K0.1%-6.0%0.008%
12/18/2023Vanguard Group Inc.6,856,199$195.68M0.0%+1.3%8.060%
11/27/2023Banque Pictet & Cie SA80,000$2.28M0.0%N/A0.094%
11/16/2023Orion Capital Management LLC4,820$138K0.1%-15.6%0.006%
11/15/2023Seven Eight Capital LP105,683$3.02M0.4%+92.2%0.124%
11/14/2023Quadrature Capital Ltd18,745$535K0.0%N/A0.022%
11/14/2023Fred Alger Management LLC508,050$14.50M0.1%+121.9%0.597%
11/14/2023Tyler Stone Wealth Management28,727$820K0.5%+5.1%0.034%
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$612K0.0%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$784K0.0%-6.7%0.032%
11/13/2023Pearl River Capital LLC21,957$627K0.1%N/A0.026%
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%
11/13/2023 DekaBank 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$106K0.1%N/A0.004%
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11/9/2023Deutsche Bank AG73,137$2.09M0.0%+4.5%0.087%
11/9/2023Skandinaviska Enskilda Banken AB publ1,780$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$221K0.0%N/A0.009%
11/7/2023New York State Common Retirement Fund30,588$873K0.0%+1.8%0.036%
11/7/2023Gryphon Financial Partners LLC50,000$1.43M0.3%N/A0.060%
(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, 306 institutional investors and hedge funds held shares of Upstart. The most heavily invested institutionals were Vanguard Group Inc. ($286.59M), Allianz Asset Management GmbH ($109.65M), Geode Capital Management LLC ($51.44M), Mirae Asset Global Investments Co. Ltd. ($41.61M), Coatue Management LLC ($27.98M), JPMorgan Chase & Co. ($27.03M), and Charles Schwab Investment Management Inc. ($23.42M).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 279 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 ($50.97M), Barclays PLC ($936.47K), Freshford Capital Management LLC ($503.47K), Norges Bank ($465.42K), Geode Capital Management LLC ($407.40K), Pathstone Family Office LLC ($397.06K), and LA Financiere DE L Echiquier ($397.02K).

How much institutional buying is happening at Upstart?

Institutional investors have bought a total of 61,743,212 shares in the last 24 months. This purchase volume represents approximately $2.28B in transactions.

Which Upstart major shareholders have been selling company stock?

Of the 110 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 ($1.68M), Russell Investments Group Ltd. ($748K), Mirae Asset Global Investments Co. Ltd. ($395.43K), Robeco Institutional Asset Management B.V. ($342.94K), Carnegie Capital Asset Management LLC ($288.87K), LA Financiere DE L Echiquier ($240.02K), and Victory Capital Management Inc. ($132.60K).

How much institutional selling is happening at Upstart?

Institutional investors have sold a total of 5,311,838 shares in the last 24 months. This volume of shares sold represents approximately $189.37M in transactions.


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This page (NASDAQ:UPST) was last updated on 4/26/2024 by MarketBeat.com Staff

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