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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  
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
   MORGAN STANLEY 1584 - 2024-03-31 2,256,367 $60,674,000 123,806
   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
   Point72 Asset Management L.P. 395 - 2024-03-31 746,645 $20,077,000 746,645
   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
   ALGER FRED MANAGEMENT INC 175 - 2024-03-31 507,526 $13,647,000 232,211
   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 Holdings LLC 284 - 2024-03-31 395,765 $10,642,000 220
   Liontrust Investment Partners LLP 118 - 2024-03-31 230,000 $6,185,000 75,000
   SEVEN EIGHT CAPITAL LLC 40 - 2024-03-31 189,385 $5,093,000 147,213
   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
   Optiver Holding B.V. 77 - 2024-03-31 131,810 $3,544,000 65,505
   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
   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
   LEGAL & GENERAL GROUP PLC 1933 - 2024-03-31 72,349 $1,945,000 787
   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
   WELLS FARGO & CO/MN 2813 - 2024-03-31 50,560 $1,360,000 7,803
   CTC LLC 72 - 2024-03-31 49,697 $1,336,000 11,960
   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
   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
   MANUFACTURERES LIFE INSURANCE CO 1794 - 2024-03-31 41,325 $1,111,000 1,463
   Miracle Mile Advisors LLC 256 - 2024-03-31 40,370 $1,086,000 65
   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
   MANCHESTER CAPITAL MANAGEMENT LLC 113 - 2024-03-31 37,325 $1,004,000 1,932
   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
   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
   Heritage Wealth Advisors 104 - 2024-03-31 20,237 $757,000 20,137
   CREATIVE PLANNING 1546 - 2024-03-31 27,651 $744,000 846
   DIMENSIONAL FUND ADVISORS INC 2988 - 2024-03-31 26,037 $700,000 1,022
   BREVAN HOWARD CAPITAL MANAGEMENT LP 368 - 2024-03-31 21,066 $566,000 5,098
   Cetera Investment Advisers 2502 - 2024-03-31 20,723 $557,000 13,575
   WOLVERINE TRADING LLC 619 - 2024-03-31 18,764 $505,000 10,255
   Private Advisor Group LLC 1537 - 2024-03-31 17,936 $482,000 2,149
   MULTIFINANCIAL SECURITIES CORP 1641 - 2024-03-31 17,258 $464,000 6,899
   Inspire Advisors LLC 224 - 2024-03-31 16,143 $434,000 890
   Handelsbanken Fonder AB 1270 - 2024-03-31 14,900 $401,000 2,900
   Apollon Wealth Management LLC 768 - 2024-03-31 14,853 $399,000 2,263
   WEDBUSH MORGAN SECURITIES INC 771 - 2024-03-31 13,605 $366,000 8,201
   PROSHARE ADVISORS LLC 1299 - 2024-03-31 13,342 $359,000 1,219
   PRINCIPAL FINANCIAL GROUP INC 2111 - 2024-03-31 9,983 $268,000 1,533
   Gemmer Asset Management LLC 120 - 2024-03-31 8,792 $236,000 666
   Newbridge Financial Services Group Inc. 166 - 2024-03-31 8,689 $234,000 3,938
   US BANCORP 1926 - 2024-03-31 8,530 $229,000 4,662
   Summit Financial Strategies Inc. 136 - 2024-03-31 7,916 $213,000 1,136
   Orion Capital Management LLC 126 - 2024-03-31 7,200 $194,000 1,500
   NATIONAL BANK OF CANADA /FI/ 1301 - 2024-03-31 5,450 $138,000 520
   EMC Capital Management 239 - 2024-03-31 4,300 $109,000 600
   Cassady Schiller Wealth Management LLC 169 - 2024-03-31 3,236 $87,000 488
   COMERICA BANK 2679 - 2024-03-31 2,313 $62,000 1,365
   DIAM CO. LTD 938 - 2024-03-31 2,310 $62,000 976
   PNC FINANCIAL SERVICES GROUP INC 2975 - 2024-03-31 1,947 $52,000 134
   BENJAMIN F. EDWARDS & COMPANY INC. 1301 - 2024-03-31 1,743 $47,000 778
   Steward Partners Investment Advisory LLC 2149 - 2024-03-31 1,704 $46,000 1,185
   ICA Group Wealth Management LLC 601 - 2024-03-31 1,536 $41,000 50
   Parallel Advisors LLC 1671 - 2024-03-31 1,247 $34,000 154
   Farther Finance Advisors LLC 1311 - 2024-03-31 1,297 $34,000 172
   Cutler Group LP 516 - 2024-03-31 813 $21,000 713
   IFP Advisors Inc 1861 - 2023-12-31 510 $21,000 45
   GAMMA Investing LLC 1715 - 2024-03-31 614 $17,000 9
   Quest Partners LLC 1055 - 2024-03-31 568 $15,000 480
   Larson Financial Group LLC 1112 - 2024-03-31 255 $7,000 100
   LAZARD ASSET MANAGEMENT LLC 1690 - 2024-03-31 241 $6,000 241
   HANSON MCCLAIN, INC. 2279 - 2024-03-31 206 $6,000 25
   Cape Investment Advisory Inc. 832 - 2023-12-31 104 $4,000 64
   Venturi Wealth Management LLC 1162 - 2024-03-31 124 $3,000 43
   ABSOLUTE INVESTMENT MANAGEMENT LLC 491 - 2024-03-31 100 $3,000 100
   PayPay Securities Corp 141 - 2024-03-31 116 $3,000 36
   VIMA LLC 316 - 2024-03-31 188 $3,000 59
   Nelson Van Denburg & Campbell Wealth Management Gr 3236 - 2024-03-31 14 $0 12
  85 Records found
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