Upstart (UPST) Institutional Ownership

$33.20

-1.09 (-3.18%)

(As of 03:51 PM ET)

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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

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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UPST Institutional Buying and Selling by Quarter

Upstart Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
11/30/2023	American Century Companies Inc.	27,897	$0.80M	0.0%	+11.6%	0.033%
11/27/2023	Banque Pictet & Cie SA	80,000	$2.28M	0.0%	N/A	0.094%
11/24/2023	Deutsche Bank AG	73,137	$2.09M	0.0%	+4.5%	0.086%
11/21/2023	Comerica Bank	938	$27K	0.0%	N/A	0.001%
11/16/2023	Orion Capital Management LLC	4,820	$0.14M	0.1%	-15.6%	0.006%
11/16/2023	Morgan Stanley	1,914,933	$54.65M	0.0%	+65.6%	2.251%
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11/15/2023	Mercer Global Advisors Inc. ADV	8,722	$0.25M	0.0%	+17.0%	0.010%
11/15/2023	The Manufacturers Life Insurance Company	39,927	$1.14M	0.0%	+35.4%	0.047%
11/15/2023	GSA Capital Partners LLP	14,669	$0.42M	0.0%	N/A	0.017%
11/15/2023	Seven Eight Capital LP	105,683	$3.02M	0.4%	+92.2%	0.124%
11/15/2023	Legal & General Group Plc	68,723	$1.96M	0.0%	-6.0%	0.081%
11/15/2023	Ameriprise Financial Inc.	32,935	$0.94M	0.0%	-8.9%	0.039%
11/15/2023	AQR Capital Management LLC	7,856	$0.22M	0.0%	N/A	0.009%
11/14/2023	Quadrature Capital Ltd	18,745	$0.54M	0.0%	N/A	0.022%
11/14/2023	Lazard Asset Management LLC	1,799	$51K	0.0%	+31.9%	0.002%
11/14/2023	Fred Alger Management LLC	508,050	$14.50M	0.1%	+121.9%	0.597%
11/14/2023	Tyler Stone Wealth Management	28,727	$0.82M	0.5%	+5.1%	0.034%
11/14/2023	California State Teachers Retirement System	78,089	$2.23M	0.0%	-8.9%	0.092%
11/14/2023	Tower Research Capital LLC TRC	980	$28K	0.0%	-68.9%	0.001%
11/14/2023	Trexquant Investment LP	53,575	$1.53M	0.0%	N/A	0.063%
11/13/2023	C M Bidwell & Associates Ltd.	1,017	$29K	0.0%	-52.4%	0.001%
11/13/2023	Connor Clark & Lunn Investment Management Ltd.	79,250	$2.26M	0.0%	+37.6%	0.093%
11/13/2023	Algert Global LLC	21,430	$0.61M	0.0%	N/A	0.025%
11/13/2023	Northern Trust Corp	718,745	$20.51M	0.0%	+1.1%	0.845%
11/13/2023	Mariner LLC	37,910	$1.08M	0.0%	+52.4%	0.045%
11/13/2023	Hsbc Holdings PLC	27,309	$0.78M	0.0%	-6.7%	0.032%
11/13/2023	Pearl River Capital LLC	21,957	$0.63M	0.1%	N/A	0.026%
11/13/2023	Invesco Ltd.	92,520	$2.64M	0.0%	-51.5%	0.109%
11/13/2023	Envestnet Asset Management Inc.	29,902	$0.85M	0.0%	+53.7%	0.035%
11/13/2023	Bank Julius Baer & Co. Ltd Zurich	53,970	$1.54M	0.0%	+6.0%	0.063%
11/13/2023	PNC Financial Services Group Inc.	2,096	$60K	0.0%	-52.7%	0.002%
11/13/2023	DekaBank Deutsche Girozentrale	1,799	$51K	0.0%	N/A	0.002%
11/9/2023	Rollins Financial	37,692	$1.08M	0.3%	+394.6%	0.045%
11/9/2023	Rhumbline Advisers	103,151	$2.94M	0.0%	+1.8%	0.123%
11/9/2023	EMC Capital Management	3,700	$0.11M	0.1%	N/A	0.004%
11/9/2023	Deutsche Bank AG	73,137	$2.09M	0.0%	+4.5%	0.087%
11/9/2023	Skandinaviska Enskilda Banken AB publ	1,780	$51K	0.0%	-77.2%	0.002%
11/9/2023	Liontrust Investment Partners LLP	225,000	$6.42M	0.1%	+7.1%	0.268%
11/8/2023	State of New Jersey Common Pension Fund D	74,959	$2.14M	0.0%	-14.8%	0.089%
11/8/2023	Pathstone Family Office LLC	397,061	$11.33M	0.1%	N/A	0.473%

11/8/2023	Charles Schwab Investment Management Inc.	555,713	$15.86M	0.0%	+4.0%	0.662%
11/8/2023	Swiss National Bank	154,500	$4.41M	0.0%	+1.1%	0.184%
11/8/2023	Oppenheimer Asset Management Inc.	7,747	$0.22M	0.0%	N/A	0.009%
11/7/2023	New York State Common Retirement Fund	30,588	$0.87M	0.0%	+1.8%	0.036%
11/7/2023	Gryphon Financial Partners LLC	50,000	$1.43M	0.3%	N/A	0.060%
11/7/2023	Jump Financial LLC	15,200	$0.43M	0.0%	+90.2%	0.018%
11/6/2023	Victory Capital Management Inc.	118,769	$3.39M	0.0%	+1,486.5%	0.142%
11/3/2023	Private Advisor Group LLC	15,891	$0.45M	0.0%	+136.3%	0.019%
11/2/2023	Principal Financial Group Inc.	7,534	$0.22M	0.0%	-11.5%	0.009%
11/2/2023	Duality Advisers LP	18,210	$0.52M	0.1%	N/A	0.022%
11/2/2023	Nisa Investment Advisors LLC	2,397	$68K	0.0%	-95.4%	0.003%
11/2/2023	Banque Pictet & Cie SA	80,000	$2.28M	0.0%	N/A	0.095%
10/31/2023	TCI Wealth Advisors Inc.	30,792	$0.88M	0.1%	+19.6%	0.037%
10/26/2023	Inspire Advisors LLC	8,411	$0.24M	0.0%	-56.4%	0.010%
10/26/2023	Mirae Asset Global Investments Co. Ltd.	1,012,479	$28.90M	0.1%	-0.8%	1.207%
10/25/2023	Zurcher Kantonalbank Zurich Cantonalbank	13,356	$0.38M	0.0%	+14.3%	0.016%
10/25/2023	AtonRa Partners	5,191	$0.15M	0.3%	N/A	0.006%
10/24/2023	Bailard Inc.	39,531	$1.13M	0.0%	-20.1%	0.047%
10/24/2023	Bank of New York Mellon Corp	248,090	$7.08M	0.0%	+0.3%	0.296%
10/24/2023	Stratos Wealth Partners LTD.	11,186	$0.32M	0.0%	+26.4%	0.013%
10/24/2023	Raymond James Financial Services Advisors Inc.	79,935	$2.28M	0.0%	+62.4%	0.095%
10/24/2023	Robeco Institutional Asset Management B.V.	57,356	$1.64M	0.0%	-82.6%	0.068%
10/24/2023	Cambridge Investment Research Advisors Inc.	26,074	$0.74M	0.0%	+7.1%	0.031%
10/23/2023	Compagnie Lombard Odier SCmA	2,200	$63K	0.0%	+33.3%	0.003%
10/20/2023	Valeo Financial Advisors LLC	12,382	$0.35M	0.0%	-12.7%	0.015%
10/17/2023	Newbridge Financial Services Group Inc.	4,860	$0.14M	0.1%	-39.5%	0.006%
10/13/2023	SG Americas Securities LLC	26,390	$0.75M	0.0%	+280.0%	0.031%
10/12/2023	AdvisorNet Financial Inc	4,165	$0.12M	0.0%	+31.6%	0.005%
10/11/2023	AE Wealth Management LLC	15,129	$0.43M	0.0%	-8.4%	0.018%
10/11/2023	CWM LLC	1,169	$33K	0.0%	+56.5%	0.001%
10/11/2023	Carnegie Capital Asset Management LLC	93,337	$2.66M	0.1%	+751.1%	0.111%
10/4/2023	International Assets Investment Management LLC	9,077	$0.24M	0.0%	+26.6%	0.011%
9/21/2023	Barclays PLC	104,898	$3.76M	0.0%	-128.9%	0.125%
8/21/2023	California State Teachers Retirement System	85,760	$3.07M	0.0%	-5.9%	0.102%
8/16/2023	Nuveen Asset Management LLC	202,158	$7.24M	0.0%	-14.1%	0.241%
8/16/2023	Synergy Financial Group LTD	6,446	$0.23M	0.3%	N/A	0.008%
8/15/2023	Alliancebernstein L.P.	91,150	$3.26M	0.0%	+117.3%	0.109%
8/15/2023	Wells Fargo & Company MN	59,413	$2.13M	0.0%	+28.2%	0.071%
8/15/2023	Tyler Stone Wealth Management	27,337	$0.98M	0.6%	N/A	0.033%
8/15/2023	Lazard Asset Management LLC	1,364	$48K	0.0%	N/A	0.002%
8/15/2023	Rockefeller Capital Management L.P.	20,246	$0.73M	0.0%	+2.3%	0.024%
8/15/2023	Seven Eight Capital LP	54,981	$1.97M	0.3%	-9.1%	0.066%
8/15/2023	Sherbrooke Park Advisers LLC	11,752	$0.42M	0.2%	N/A	0.014%
8/15/2023	Stifel Financial Corp	8,540	$0.31M	0.0%	N/A	0.010%
8/15/2023	Hilltop Holdings Inc.	24,229	$0.87M	0.1%	+2.8%	0.029%
8/15/2023	Holocene Advisors LP	94,581	$3.39M	0.0%	+2.6%	0.113%
8/15/2023	C M Bidwell & Associates Ltd.	2,137	$77K	0.1%	N/A	0.003%
8/15/2023	Capula Management Ltd	42,580	$1.53M	0.0%	-13.8%	0.051%
8/14/2023	Itau Unibanco Holding S.A.	725	$26K	0.0%	N/A	0.001%
8/14/2023	Ergoteles LLC	43,916	$1.57M	0.1%	N/A	0.052%

8/14/2023	Tudor Investment Corp Et Al	28,336	$1.02M	0.0%	+20.6%	0.034%
8/14/2023	IFP Advisors Inc	638	$26K	0.0%	+4,153.3%	0.001%
8/14/2023	Tower Research Capital LLC TRC	3,154	$0.11M	0.0%	-70.8%	0.004%
8/14/2023	Schonfeld Strategic Advisors LLC	14,700	$0.53M	0.0%	-67.8%	0.018%
8/14/2023	Marshall Wace LLP	46,993	$1.68M	0.0%	-60.6%	0.056%
8/14/2023	MML Investors Services LLC	30,621	$1.10M	0.0%	+23.3%	0.037%
8/14/2023	Nuveen Asset Management LLC	202,158	$7.24M	0.0%	-14.1%	0.241%
8/11/2023	Natixis	10,106	$0.36M	0.0%	+9,434.0%	0.012%
8/11/2023	Credit Suisse AG	75,812	$2.72M	0.0%	+12.9%	0.092%
8/11/2023	Ameritas Investment Partners Inc.	5,955	$0.21M	0.0%	N/A	0.007%

(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.

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

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Upstart (UPST) Institutional Ownership

UPST Institutional Buying and Selling by Quarter

Upstart Major Shareholders & Ownership History

UPST Institutional Ownership - Frequently Asked Questions

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Upstart (UPST) Institutional Ownership

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

UPST Institutional Buying and Selling by Quarter

Upstart Major Shareholders & Ownership History

UPST Institutional Ownership - Frequently Asked Questions