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Upstart (UPST) Institutional Ownership

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$26.17
+3.06 (+13.24%)
(As of 05/9/2024 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)
123
Total
Institutional Inflows
(last 12 months)
$2.02B
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$77.86M
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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
5/9/2024Mitsubishi UFJ Asset Management Co. Ltd.4,995$134K0.0%-8.8%0.006%
5/9/2024State Board of Administration of Florida Retirement System79,922$2.15M0.0%+288.4%0.091%
5/8/2024Entropy Technologies LP50,501$1.36M0.1%N/A0.058%
5/8/2024Heritage Wealth Advisors20,237$544K0.0%+20,137.0%0.023%
5/8/2024ProShare Advisors LLC13,342$359K0.0%+10.1%0.015%
5/8/2024 Headlands Technologies LLC36,181$973K0.2%+598.6%0.041%
5/8/2024 Legacy Capital Group California Inc.35,831$963K0.4%-2.5%0.041%
5/8/2024 Inspire Advisors LLC16,143$434K0.1%+5.8%0.018%
5/7/2024 WMG Financial Advisors LLC49,132$1.32M0.8%-3.9%0.056%
5/7/2024 TCI Wealth Advisors Inc.39,971$1.08M0.1%+18.0%0.046%
5/7/2024 Swiss National Bank142,700$3.84M0.0%+1.6%0.163%
5/7/2024 SG Americas Securities LLC27,343$735K0.0%-19.1%0.031%
5/6/2024 Quantbot Technologies LP24,457$658K0.0%N/A0.028%
5/6/2024 Manchester Capital Management LLC37,325$1.00M0.1%+5.5%0.043%
5/1/2024 Mirae Asset Global Investments Co. Ltd.805,240$21.65M0.0%-20.9%0.917%
5/1/2024 Private Advisor Group LLC17,936$482K0.0%+13.6%0.020%
4/29/2024 Principal Financial Group Inc.9,983$268K0.0%+18.1%0.011%
4/29/2024 Benjamin F. Edwards & Company Inc.1,743$47K0.0%+80.6%0.002%
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%
2/9/2024 Advisory 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%
2/8/2024 WMG Financial Advisors LLC51,132$2.09M1.4%-6.2%0.060%
2/8/2024 Legacy Capital Group California Inc.36,759$1.50M0.6%+8.9%0.043%
2/8/2024 Baader Bank Aktiengesellschaft11,266$458K0.0%-24.9%0.013%
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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%
2/7/2024 Principal Financial Group Inc.8,450$345K0.0%+12.2%0.010%
2/7/2024 QRG 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%
2/6/2024 Apollon Wealth Management LLC12,590$514K0.0%+30.4%0.015%
2/6/2024 TCI Wealth Advisors Inc.33,883$1.38M0.1%+10.0%0.040%
2/6/2024 Amalgamated Bank10,344$423K0.0%-6.5%0.012%
2/6/2024 Swiss National Bank140,500$5.74M0.0%-9.1%0.165%
2/6/2024Orion Capital Management LLC5,700$233K0.1%+18.3%0.007%
2/5/2024 Victory Capital Management Inc.9,754$399K0.0%-91.8%0.011%
2/5/2024AtonRa Partners3,959$162K0.3%-23.7%0.005%
2/2/2024 Headlands 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%
2/1/2024National Wealth Management Group LLC7,979$326K0.3%N/A0.009%
2/1/2024 New York State Common Retirement Fund29,707$1.21M0.0%-2.9%0.035%
2/1/2024 Duality Advisers LP9,861$403K0.0%-45.8%0.012%
2/1/2024Handelsbanken Fonder AB12,000$490K0.0%+20.0%0.014%
2/1/2024 Signaturefd LLC1,101$45K0.0%-38.0%0.001%
1/31/2024 J.W. Cole Advisors Inc.11,425$467K0.0%N/A0.013%
1/31/2024 Daiwa Securities Group Inc.2,395$98K0.0%-19.2%0.003%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank15,400$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%
1/30/2024 Carnegie 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%
1/25/2024 Nisa Investment Advisors LLC21,710$887K0.0%+805.7%0.026%
1/24/2024 Mirae 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%
1/24/2024 Asset 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%
1/17/2024 Connective 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%
1/16/2024 Compagnie Lombard Odier SCmA1,600$65K0.0%-27.3%0.002%
1/12/2024 SG 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%
11/27/2023 Banque Pictet & Cie SA80,000$2.28M0.0%N/A0.094%
11/16/2023Orion Capital Management LLC4,820$138K0.1%-15.6%0.006%
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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%
(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, 274 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), Coatue Management LLC ($27.98M), JPMorgan Chase & Co. ($27.03M), Charles Schwab Investment Management Inc. ($23.42M), and Mirae Asset Global Investments Co. Ltd. ($21.65M).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 246 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 Brainard Capital Management LLC ($391.67K).

How much institutional buying is happening at Upstart?

Institutional investors have bought a total of 60,811,853 shares in the last 24 months. This purchase volume represents approximately $2.16B in transactions.

Which Upstart major shareholders have been selling company stock?

Of the 107 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. ($608.54K), Robeco Institutional Asset Management B.V. ($342.94K), Carnegie Capital Asset Management LLC ($288.87K), LA Financiere DE L Echiquier ($240.02K), and Korea Investment CORP ($128.42K).

How much institutional selling is happening at Upstart?

Institutional investors have sold a total of 5,479,902 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 5/9/2024 by MarketBeat.com Staff

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