Upstart (UPST) Institutional Ownership

$33.61 -0.18 (-0.53%)

Closing price 04:00 PM Eastern

Extended Trading

$33.48 -0.13 (-0.40%)

As of 07:26 PM Eastern

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Current Institutional Ownership Percentage: 63.01%
Number of Institutional Buyers (last 12 months): 232
Total Institutional Inflows (last 12 months): $922.38M

Number of Institutional Sellers (last 12 months): 121
Total Institutional Outflows (last 12 months): $401.19M

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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
5/20/2026	Liontrust Investment Partners LLP	52,013	$1.33M	0.0%	-27.3%	0.054%
5/19/2026	Royal Fund Management LLC	15,840	$406K	0.0%	-5.4%	0.017%
5/19/2026	Janus Henderson Group PLC	24,722	$634K	0.0%	+15.1%	0.026%
5/19/2026	Altshuler Shaham Ltd	37,800	$970K	0.0%	+40.0%	0.039%
5/18/2026	California State Teachers Retirement System	100,693	$2.58M	0.0%	+21.3%	0.105%
5/16/2026	The Manufacturers Life Insurance Company	41,047	$1.05M	0.0%	-6.4%	0.043%
5/16/2026	Quantinno Capital Management LP	103,860	$2.66M	0.0%	+30.9%	0.109%
5/16/2026	SummitTX Capital L.P.	59,503	$1.53M	0.0%	-30.2%	0.062%
5/15/2026	Entropy Technologies LP	14,958	$384K	0.0%	N/A	0.016%
5/14/2026	GC Wealth Management RIA LLC	344,646	$8.84M	0.4%	+38.1%	0.360%
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5/14/2026	State of Wyoming	6,901	$177K	0.0%	+10.8%	0.007%
5/13/2026	Cetera Investment Advisers	26,062	$668K	0.0%	+4.9%	0.027%
5/13/2026	First Trust Advisors LP	373,455	$9.58M	0.0%	+17.2%	0.390%
5/8/2026	PNC Financial Services Group Inc.	3,885	$100K	0.0%	+43.9%	0.004%
5/7/2026	Hollencrest Capital Management	2,000	$51K	0.0%	N/A	0.002%
5/7/2026	Dimensional Fund Advisors LP	1,022,780	$26.23M	0.0%	+267.1%	1.069%
5/7/2026	KBC Group NV	3,510	$90K	0.0%	+45.5%	0.004%
5/7/2026	Swiss National Bank	173,200	$4.44M	0.0%	+1.4%	0.181%
5/6/2026	Kera Capital Partners Inc.	22,947	$589K	0.1%	+69.8%	0.024%
5/6/2026	Independent Financial Group LLC	8,029	$206K	0.0%	N/A	0.008%
5/5/2026	Bank of New York Mellon Corp	267,341	$6.86M	0.0%	-0.7%	0.279%
5/5/2026	Geneos Wealth Management Inc.	1,842	$47K	0.0%	+274.4%	0.002%
5/5/2026	NFSG Corp	8,085	$207K	0.0%	-14.2%	0.008%
5/2/2026	International Assets Investment Management LLC	26,059	$661K	0.0%	+28.3%	0.027%
5/1/2026	Fifth Third Bancorp	4,957	$127K	0.0%	+726.2%	0.005%
5/1/2026	Simplicity Wealth LLC	18,209	$467K	0.0%	-15.6%	0.019%
4/30/2026	Kestra Advisory Services LLC	18,763	$481K	0.0%	-32.5%	0.020%
4/29/2026	Halter Ferguson Financial Inc.	1,467,360	$37.64M	8.3%	+253.3%	1.533%
4/27/2026	TCI Wealth Advisors Inc.	48,389	$1.24M	0.1%	+9.0%	0.051%
4/27/2026	Portman Square Capital LLP	11,810	$303K	0.0%	+29.8%	0.012%
4/27/2026	World Investment Advisors	11,184	$287K	0.0%	+12.7%	0.012%
4/27/2026	Private Advisor Group LLC	68,054	$1.75M	0.0%	-4.6%	0.071%
4/27/2026	Leonteq Securities AG	19,510	$500K	0.0%	+19.2%	0.020%
4/23/2026	WMG Financial Advisors LLC	25,727	$660K	0.3%	+47.3%	0.027%
4/23/2026	Apollon Wealth Management LLC	30,910	$793K	0.0%	-11.3%	0.032%
4/22/2026	Janney Montgomery Scott LLC	18,643	$478K	0.0%	+42.2%	0.019%
4/22/2026	Pictet Asset Management Holding SA	14,528	$373K	0.0%	+7.5%	0.015%
4/20/2026	Kercheville Advisors LLC	15,000	$385K	0.1%	+200.0%	0.016%
3/17/2026	Rockefeller Capital Management L.P.	17,316	$757K	0.0%	-5.9%	0.018%
3/16/2026	Osbon Capital Management LLC	1,129	$49K	0.0%	N/A	0.001%
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3/13/2026	World Investment Advisors	9,926	$434K	0.0%	N/A	0.010%
3/9/2026	EMC Capital Management	11,050	$483K	0.2%	+12.2%	0.011%
3/6/2026	Hsbc Holdings PLC	210,145	$9.21M	0.0%	-8.0%	0.214%
3/3/2026	Caitong International Asset Management Co. Ltd	2,875	$126K	0.0%	-85.4%	0.003%
2/23/2026	Kera Capital Partners Inc.	13,515	$591K	0.1%	-32.2%	0.014%
2/19/2026	Rare Wolf Capital LLC	14,075	$616K	0.4%	N/A	0.014%
2/18/2026	Alpine Woods Capital Investors LLC	17,189	$752K	0.2%	N/A	0.018%
2/18/2026	Mercer Global Advisors Inc. ADV	45,167	$1.98M	0.0%	+41.3%	0.046%
2/18/2026	Beacon Pointe Advisors LLC	8,701	$380K	0.0%	N/A	0.009%
2/18/2026	Coastal Bridge Advisors LLC	37,688	$1.65M	0.1%	-3.0%	0.038%
2/18/2026	Empowered Funds LLC	924	$40K	0.0%	N/A	0.001%
2/18/2026	XTX Topco Ltd	30,520	$1.34M	0.0%	+191.4%	0.031%
2/18/2026	Zacks Investment Management	36,446	$1.59M	0.0%	-11.5%	0.037%
2/18/2026	Voloridge Investment Management LLC	347,881	$15.21M	0.1%	-64.1%	0.355%
2/18/2026	SummitTX Capital L.P.	85,223	$3.73M	0.1%	+361.4%	0.087%
2/18/2026	Susquehanna Portfolio Strategies LLC	7,304	$319K	0.0%	-78.6%	0.007%
2/18/2026	Odyssean LLC	16,011	$700K	0.5%	N/A	0.016%
2/18/2026	Interval Partners LP	112,292	$4.91M	0.1%	N/A	0.115%
2/18/2026	Janus Henderson Group PLC	21,481	$939K	0.0%	-12.6%	0.022%
2/18/2026	Jericho Capital Asset Management L.P.	5,011,809	$219.17M	2.5%	+11.9%	5.111%
2/18/2026	Engineers Gate Manager LP	20,110	$879K	0.0%	-72.6%	0.021%
2/18/2026	Castle Hook Partners LP	48,545	$2.12M	0.0%	N/A	0.050%
2/18/2026	Azora Capital LP	882,231	$38.58M	2.4%	N/A	0.900%
2/18/2026	Boothbay Fund Management LLC	9,390	$411K	0.0%	N/A	0.010%
2/18/2026	Altshuler Shaham Ltd	27,000	$1.18M	0.0%	+179.8%	0.028%
2/17/2026	Schonfeld Strategic Advisors LLC	220,051	$9.62M	0.0%	+366.9%	0.224%
2/17/2026	PDT Partners LLC	100,041	$4.38M	0.3%	N/A	0.102%
2/17/2026	Polar Asset Management Partners Inc.	74,700	$3.27M	0.0%	-60.7%	0.076%
2/17/2026	AQR Capital Management LLC	60,309	$2.64M	0.0%	+33.3%	0.062%
2/17/2026	Cetera Investment Advisers	24,854	$1.09M	0.0%	+55.5%	0.025%
2/17/2026	Sciencast Management LP	39,950	$1.75M	0.2%	N/A	0.041%
2/17/2026	Price T Rowe Associates Inc. MD	80,379	$3.52M	0.0%	-91.9%	0.082%
2/17/2026	Private Advisor Group LLC	71,323	$3.12M	0.0%	+353.4%	0.073%
2/17/2026	Atom Investors LP	52,694	$2.30M	0.2%	N/A	0.054%
2/17/2026	Fred Alger Management LLC	1,006,130	$44.00M	0.2%	-10.8%	1.026%
2/17/2026	ExodusPoint Capital Management LP	25,756	$1.13M	0.0%	N/A	0.026%
2/17/2026	Graham Capital Management L.P.	9,230	$404K	0.0%	+38.2%	0.009%
2/16/2026	OMERS ADMINISTRATION Corp	26,841	$1.17M	0.0%	+15.7%	0.027%
2/16/2026	Vanguard Personalized Indexing Management LLC	12,339	$540K	0.0%	+19.1%	0.013%
2/16/2026	Verition Fund Management LLC	69,020	$3.02M	0.0%	-57.2%	0.070%
2/16/2026	MML Investors Services LLC	75,690	$3.31M	0.0%	+38.6%	0.077%
2/16/2026	Mariner LLC	25,014	$1.10M	0.0%	-8.4%	0.026%
2/16/2026	Fieldview Capital Management LLC	6,740	$295K	0.1%	N/A	0.007%
2/16/2026	Aigen Investment Management LP	7,485	$327K	0.1%	N/A	0.008%
2/13/2026	Kestra Advisory Services LLC	27,805	$1.22M	0.0%	+81.2%	0.028%
2/13/2026	Fairbanks Capital Management Inc.	12,800	$560K	0.3%	+18.5%	0.013%
2/13/2026	The Manufacturers Life Insurance Company	43,853	$1.92M	0.0%	-2.9%	0.045%
2/13/2026	Inspire Advisors LLC	7,742	$339K	0.0%	+21.5%	0.008%
2/13/2026	PCM Encore LLC	6,652	$291K	0.1%	N/A	0.007%
2/13/2026	Morgan Stanley	4,206,615	$183.96M	0.0%	+154.6%	4.290%
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2/13/2026	First Trust Advisors LP	318,547	$13.93M	0.0%	+34.3%	0.325%
2/13/2026	Charles Schwab Investment Management Inc.	745,836	$32.62M	0.0%	+0.6%	0.761%
2/13/2026	Police & Firemen s Retirement System of New Jersey	23,145	$1.01M	0.0%	-1.6%	0.024%
2/13/2026	Vontobel Holding Ltd.	21,255	$929K	0.0%	+93.4%	0.022%
2/13/2026	Dynamic Technology Lab Private Ltd	8,622	$377K	0.1%	N/A	0.009%
2/13/2026	Caitong International Asset Management Co. Ltd	1,146	$50K	0.1%	-94.2%	0.001%
2/13/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	157,432	$6.89M	0.0%	-1.9%	0.161%
2/13/2026	Wells Fargo & Company MN	210,164	$9.19M	0.0%	+7.1%	0.214%
2/13/2026	Banco Santander S.A.	40,523	$1.77M	0.0%	+189.5%	0.041%
2/12/2026	Federation des caisses Desjardins du Quebec	2,185	$96K	0.0%	-72.0%	0.002%

UPST Institutional Ownership - Frequently Asked Questions

During the previous two years, 391 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 354 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 19,164,754 shares in the last 24 months. This purchase volume represents approximately $922.38M in transactions.

Of the 121 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 ($213.57K).

Institutional investors have sold a total of 7,505,323 shares in the last 24 months. This volume of shares sold represents approximately $401.19M in transactions.

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This page (NASDAQ:UPST) was last updated on 6/1/2026 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

Who are the largest shareholders of UPST shares?

What percentage of Upstart's stock is owned by institutional investors?

Which institutional investors have been buying Upstart's stock?

How much institutional buying is happening at Upstart?

Which of Upstart's major shareholders have been selling company stock?

How much institutional selling is happening at Upstart?

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