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Get Institutions for : 
Upstart Holdings, Inc. (UPST)  
$23.32 0.19 (0.81%) as of 4:30 Wed 5/29


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 312    5
Total shares held : 
 41,563,099  
% of shares held : 
 57.36%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   29  
Amount of shares held : 
 4,232,054  
% of shares held change : 
   5.84%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $27.56  
Last Quarter's Ending Price : 
 $40.86  
Last Quarter's Average Price : 
 $30.45  
Change from last quarter's     
avg. price to the last closing  : 
7.13 (23.42%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
41
 1,563,550
 3.76%
 
Increased Positions :
107
 6,618,348
 15.92%
 
Unchanged Positions :
81
 1,224,538
 2.95%
 
Decreased Positions :
83
-3,244,873
-7.81%
 
Closed Positions :
36
-704,971
-1.7%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   VANGUARD GROUP INC 1546 - 2024-03-31 7,128,975 $191,698,000 115,057
   BLACKROCK INC. 1828 - 2024-03-31 5,344,966 $143,726,000 -187,417
   MORGAN STANLEY 1584 - 2024-03-31 2,256,367 $60,674,000 123,806
   D E SHAW & CO INC 258 - 2024-03-31 2,027,470 $54,519,000 -1,296,971
   STATE STREET CORP 1723 - 2024-03-31 1,868,180 $50,235,000 32,711
   GEODE CAPITAL MANAGEMENT LLC 1427 - 2024-03-31 1,667,029 $44,833,000 63,565
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 186 - 2024-03-31 1,459,041 $39,234,000 1,423,856
   VOLORIDGE INVESTMENT MANAGEMENT LLC 258 - 2024-03-31 1,018,527 $27,388,000 4,162
   COATUE MANAGEMENT LLC 63 - 2024-03-31 870,947 $23,420,000 186,155
   GOLDMAN SACHS GROUP INC/ 1457 - 2024-03-31 836,186 $22,485,000 -372,631
   Point72 Asset Management L.P. 395 - 2024-03-31 746,645 $20,077,000 746,645
   NORGES BANK 1290 - 2023-12-31 465,418 $19,017,000 -383,681
   NORTHERN TRUST CORP 1661 - 2024-03-31 664,077 $17,857,000 -47,754
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1748 - 2024-03-31 582,602 $15,666,000 9,426
   BARCLAYS PLC 836 - 2024-03-31 570,049 $15,329,000 148,474
   JANE STREET GROUP LLC 616 - 2024-03-31 553,195 $14,875,000 -1,358,576
   BANK OF MONTREAL /CAN/ 772 - 2024-03-31 521,459 $14,032,000 -870,739
   ALGER FRED MANAGEMENT INC 175 - 2024-03-31 507,526 $13,647,000 232,211
   CITADEL ADVISORS LLC 1068 - 2024-03-31 497,512 $13,378,000 -10,152
   BANK OF AMERICA CORP /DE/ 2273 - 2024-03-31 473,224 $12,725,000 -879,117
   FIRST TRUST ADVISORS LP 958 - 2024-03-31 458,697 $12,334,000 144,526
   MARSHALL WACE LLP 577 - 2024-03-31 457,103 $12,292,000 319,903
   PATHSTONE FAMILY OFFICE, LLC 156 *New 2023-09-30 397,061 $11,332,000 397,061
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 604 - 2024-03-31 805,240 $10,941,000 -213,114
   Pathstone Holdings LLC 284 - 2024-03-31 395,765 $10,642,000 220
   BANK OF NEW YORK MELLON CORP 2194 - 2024-03-31 236,224 $6,352,000 -23,662
   Brainard Capital Management LLC 3 - 2023-03-31 391,666 $6,224,000 0
   Liontrust Investment Partners LLP 118 - 2024-03-31 230,000 $6,185,000 75,000
   Azora Capital LP 44 *New 2024-03-31 210,241 $5,653,000 210,241
   NUVEEN ASSET MANAGEMENT, LLC 1907 - 2024-03-31 204,057 $5,487,000 -899
   SEVEN EIGHT CAPITAL LLC 40 - 2024-03-31 189,385 $5,093,000 147,213
   ZWEIGDIMENNA ASSOCIATES LLC 70 - 2024-03-31 188,693 $5,074,000 0
   Connor Clark & Lunn Investment Management Ltd. 443 - 2024-03-31 176,116 $4,736,000 115,273
   Swiss National Bank 1461 - 2024-03-31 142,700 $3,837,000 2,200
   CAPITAL FUND MANAGEMENT S.A. 370 *New 2024-03-31 139,154 $3,742,000 139,154
   Optiver Holding B.V. 77 - 2024-03-31 131,810 $3,544,000 65,505
   PICTET ASSET MANAGEMENT SA 837 - 2023-06-30 94,941 $3,400,000 -100,877
   UBS Group AG 2561 - 2024-03-31 119,445 $3,212,000 35,979
   RHUMBLINE ADVISERS 1718 - 2024-03-31 106,311 $2,859,000 3,288
   J P MORGAN CHASE & CO 2795 - 2024-03-31 101,781 $2,737,000 -84,960
   MAGNETAR FINANCIAL LLC 151 - 2024-03-31 97,281 $2,616,000 89,219
   Edgestream Partners L.P. 310 - 2024-03-31 82,737 $2,225,000 52,457
   Bank Julius Baer & Co. Ltd Zurich 224 - 2024-03-31 78,399 $2,108,000 19,500
   ALLIANCEBERNSTEIN L.P. 1900 - 2024-03-31 76,150 $2,048,000 -15,900
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1429 - 2024-03-31 72,491 $1,949,000 -3,064
   LEGAL & GENERAL GROUP PLC 1933 - 2024-03-31 72,349 $1,945,000 787
   CREDIT SUISSE/ 1845 - 2024-03-31 71,570 $1,925,000 -223
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1646 - 2024-03-31 70,848 $1,905,000 -16,232
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 1652 - 2024-03-31 70,462 $1,895,000 -2,553
   INVESCO LTD 2614 - 2024-03-31 69,642 $1,873,000 -40,941
   LPL FINANCIAL CORP 2607 - 2024-03-31 65,010 $1,748,000 6,320
   TWO SIGMA SECURITIES LLC 198 - 2024-03-31 63,687 $1,713,000 63,687
   Atomi Financial Group Inc. 134 - 2024-03-31 58,603 $1,576,000 -54
   ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. 726 - 2024-03-31 57,356 $1,542,000 0
   DEUTSCHE BANK AG 1735 - 2024-03-31 56,608 $1,522,000 -19,614
   CITIGROUP INC 2003 - 2024-03-31 54,967 $1,478,000 -7,031
   Squarepoint Ops LLC 1171 - 2024-03-31 54,243 $1,459,000 -206,504
   WELLS FARGO & CO/MN 2813 - 2024-03-31 50,560 $1,360,000 7,803
   Entropy Technologies LP 212 *New 2024-03-31 50,501 $1,358,000 50,501
   Eschler Asset Management LLP 27 *New 2024-03-31 50,000 $1,345,000 50,000
   CTC LLC 72 - 2024-03-31 49,697 $1,336,000 11,960
   WMG Financial Advisors LLC 25 - 2024-03-31 49,132 $1,321,000 -2,000
   STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMEN 1094 - 2024-03-31 79,922 $1,270,000 59,346
   BALYASNY ASSET MANAGEMENT LLC 1160 - 2024-03-31 46,624 $1,254,000 26,161
   Capital Impact Advisors LLC 21 - 2024-03-31 44,369 $1,193,000 -4,263
   MARINER WEALTH ADVISORS, LLC 1414 - 2024-03-31 42,601 $1,146,000 1,006
   PRICE T ROWE ASSOCIATES INC /MD/ 1845 - 2024-03-31 42,350 $1,139,000 2,770
   COMMONWEALTH EQUITY SERVICES LLC. 2143 - 2024-03-31 41,444 $1,114,000 -5,745
   MANUFACTURERES LIFE INSURANCE CO 1794 - 2024-03-31 41,325 $1,111,000 1,463
   PROSPERA FINANCIAL SERVICES 445 - 2023-12-31 26,663 $1,089,000 -394
   Miracle Mile Advisors LLC 256 - 2024-03-31 40,370 $1,086,000 65
   Gryphon Financial Partners LLC 74 - 2024-03-31 40,000 $1,076,000 -10,000
   Cubist Systematic Strategies LLC 1111 - 2024-03-31 39,981 $1,075,000 28,317
   TCI Wealth Advisors Inc. 73 - 2024-03-31 39,971 $1,075,000 6,088
   BAILARD BIEHL & KAISER INC 296 - 2024-03-31 39,297 $1,057,000 -234
   LEVEL FOUR ADVISORY SERVICES LLC 288 - 2024-03-31 25,763 $1,053,000 0
   MetLife Investment Advisors LLC 1284 - 2024-03-31 38,182 $1,027,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 113 - 2024-03-31 37,325 $1,004,000 1,932
   TWO SIGMA INVESTMENTS LLC 1850 - 2024-03-31 37,300 $1,003,000 -1,023,573
   AMERICAN INTERNATIONAL GROUP INC 1309 - 2024-03-31 36,599 $984,000 193
   Headlands Technologies LLC 112 - 2024-03-31 36,181 $973,000 31,002
   Legacy Capital Group California Inc. 75 - 2024-03-31 35,831 $963,000 -928
   LLBH Private Wealth Management LLC 69 - 2024-03-31 35,688 $960,000 0
   MML INVESTORS SERVICES LLC 1453 - 2024-03-31 35,022 $942,000 -273
   VERITION FUND MANAGEGMENT LLC 1070 *New 2024-03-31 33,670 $905,000 33,670
   JANUS HENDERSON GROUP PLC 1700 - 2024-03-31 32,609 $876,000 15
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1810 - 2024-03-31 32,430 $872,000 2,557
   BP WEALTH MANAGEMENT LLC 376 - 2024-03-31 31,356 $843,000 -21,213
   Maxi Investments CY Ltd 75 - 2024-03-31 30,100 $809,000 0
   NEW YORK STATE COMMON RETIREMENT FUND 1829 - 2024-03-31 29,685 $798,000 -22
   HARBOR CAPITAL ADVISORS INC. 272 *New 2024-03-31 29,198 $785,000 29,198
   Heritage Wealth Advisors 104 - 2024-03-31 20,237 $757,000 20,137
   WALLEYE TRADING LLC 532 *New 2024-03-31 27,701 $745,000 27,701
   CREATIVE PLANNING 1546 - 2024-03-31 27,651 $744,000 846
   Tyler-Stone Wealth Management 58 - 2024-03-31 27,667 $744,000 -260
   HILLTOP HOLDINGS INC. 273 - 2024-03-31 27,610 $742,000 -8,044
   SG AMERICAS SECURITIES LLC 1074 - 2024-03-31 27,343 $735,000 -6,451
   Ensign Peak Advisors Inc 1513 - 2024-03-31 26,600 $715,000 0
   DIMENSIONAL FUND ADVISORS INC 2988 - 2024-03-31 26,037 $700,000 1,022
   MERCER GLOBAL ADVISORS INC /ADV 1129 - 2024-03-31 24,679 $664,000 -1,367
  100 Records found
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