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Get Institutions for : 
Upstart Holdings, Inc. (UPST)  
$24.28 0.96 (4.12%) as of 4:30 Thu 5/30


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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  : 
6.17 (20.26%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   PATHSTONE FAMILY OFFICE, LLC 156 *New 2023-09-30 397,061 $11,332,000 397,061
   Azora Capital LP 44 *New 2024-03-31 210,241 $5,653,000 210,241
   CAPITAL FUND MANAGEMENT S.A. 370 *New 2024-03-31 139,154 $3,742,000 139,154
   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
   VERITION FUND MANAGEGMENT LLC 1070 *New 2024-03-31 33,670 $905,000 33,670
   HARBOR CAPITAL ADVISORS INC. 272 *New 2024-03-31 29,198 $785,000 29,198
   WALLEYE TRADING LLC 532 *New 2024-03-31 27,701 $745,000 27,701
   QUANTBOT TECHNOLOGIES LLC 651 *New 2024-03-31 24,457 $658,000 24,457
   HRT FINANCIAL LLC 1460 *New 2024-03-31 11,189 $300,000 11,189
   DiMeo Schneider & Associates L.L.C. 108 *New 2024-03-31 11,000 $296,000 11,000
   Marathon Trading Investment Management LLC 122 *New 2024-03-31 11,000 $296,000 11,000
   XTX Topco Ltd 897 *New 2024-03-31 10,663 $287,000 10,663
   Cresset Asset Management LLC 1621 *New 2024-03-31 9,973 $268,000 9,973
   Quantinno Capital Management LP 1119 *New 2024-03-31 9,715 $261,000 9,715
   CAPSTONE INVESTMENT ADVISORS LLC 1010 *New 2024-03-31 8,438 $227,000 8,438
   GRAHAM CAPITAL MANAGEMENT LP 834 *New 2024-03-31 7,808 $210,000 7,808
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 568 *New 2024-03-31 470 $13,000 470
   YHB INVESTMENT ADVISORS, INC. 792 *New 2024-03-31 200 $5,000 200
   T. Rowe Price Investment Management Inc. 620 *New 2024-03-31 151 $5,000 151
   Atlantic Trust Group LLC 2626 *New 2024-03-31 100 $3,000 100
   MONTAG A & ASSOCIATES INC 915 *New 2024-03-31 34 $1,000 34
   MARQUETTE ASSET MANAGEMENT INC. 193 *New 2024-03-31 50 $1,000 50
   LifeSteps Financial Inc. 421 *New 2024-03-31 27 $1,000 27
   Strategic Investment Solutions Inc. /IL 767 *New 2023-12-31 0 $0 0
   Continuum Advisory LLC 1690 *New 2024-03-31 1 $0 1
  26 Records found
  1    
  Page 1 of 1
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