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


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  : 
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
   BLACKROCK INC. 1828 - 2024-03-31 5,344,966 $143,726,000 -187,417
   D E SHAW & CO INC 258 - 2024-03-31 2,027,470 $54,519,000 -1,296,971
   GOLDMAN SACHS GROUP INC/ 1457 - 2024-03-31 836,186 $22,485,000 -372,631
   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
   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
   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
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 604 - 2024-03-31 805,240 $10,941,000 -213,114
   BANK OF NEW YORK MELLON CORP 2194 - 2024-03-31 236,224 $6,352,000 -23,662
   NUVEEN ASSET MANAGEMENT, LLC 1907 - 2024-03-31 204,057 $5,487,000 -899
   PICTET ASSET MANAGEMENT SA 837 - 2023-06-30 94,941 $3,400,000 -100,877
   J P MORGAN CHASE & CO 2795 - 2024-03-31 101,781 $2,737,000 -84,960
   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
   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
   Atomi Financial Group Inc. 134 - 2024-03-31 58,603 $1,576,000 -54
   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
   WMG Financial Advisors LLC 25 - 2024-03-31 49,132 $1,321,000 -2,000
   Capital Impact Advisors LLC 21 - 2024-03-31 44,369 $1,193,000 -4,263
   COMMONWEALTH EQUITY SERVICES LLC. 2143 - 2024-03-31 41,444 $1,114,000 -5,745
   PROSPERA FINANCIAL SERVICES 445 - 2023-12-31 26,663 $1,089,000 -394
   Gryphon Financial Partners LLC 74 - 2024-03-31 40,000 $1,076,000 -10,000
   BAILARD BIEHL & KAISER INC 296 - 2024-03-31 39,297 $1,057,000 -234
   TWO SIGMA INVESTMENTS LLC 1850 - 2024-03-31 37,300 $1,003,000 -1,023,573
   Legacy Capital Group California Inc. 75 - 2024-03-31 35,831 $963,000 -928
   MML INVESTORS SERVICES LLC 1453 - 2024-03-31 35,022 $942,000 -273
   BP WEALTH MANAGEMENT LLC 376 - 2024-03-31 31,356 $843,000 -21,213
   NEW YORK STATE COMMON RETIREMENT FUND 1829 - 2024-03-31 29,685 $798,000 -22
   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
   MERCER GLOBAL ADVISORS INC /ADV 1129 - 2024-03-31 24,679 $664,000 -1,367
   ING INVESTMENT MANAGEMENT LLC 1738 - 2024-03-31 23,927 $643,000 -5,149
   HSBC HOLDINGS PLC 1611 - 2024-03-31 23,769 $639,000 -5,766
   HARBOUR INVESTMENTS INC. 471 - 2023-12-31 15,165 $620,000 -1,051
   NISA INVESTMENT ADVISORS L L C 1029 - 2024-03-31 21,700 $584,000 -10
   CCM PARTNERS 335 - 2024-03-31 20,000 $538,000 -200
   ARIZONA STATE RETIREMENT SYSTEM 1406 - 2024-03-31 19,869 $534,000 -64
   Advisor Group Holdings Inc. 2902 - 2024-03-31 18,924 $509,000 -8,694
   ENVESTNET ASSET MANAGEMENT INC 3428 - 2024-03-31 17,732 $477,000 -5,983
   AMERIPRISE FINANCIAL INC 3362 - 2024-03-31 17,278 $465,000 -4,885
   ROYAL BANK OF CANADA 3555 - 2024-03-31 16,108 $433,000 -19,968
   RAFFERTY ASSET MANAGEMENT LLC 1011 - 2024-03-31 15,359 $413,000 -1,803
   Rockefeller Capital Management L.P. 1515 - 2024-03-31 15,189 $408,000 -3,171
   Capital Advantage Inc. 48 - 2024-03-31 12,365 $339,000 -5
   ADVISORY SERVICES NETWORK, LLC 1098 - 2024-03-31 12,550 $337,000 -77
   Stratos Wealth Partners LTD. 1064 - 2024-03-31 11,761 $316,000 -44
   Baader Bank INC 251 - 2024-03-31 11,000 $296,000 -266
   Prime Capital Investment Advisors LLC 785 - 2024-03-31 10,587 $285,000 -168
   BB&T CORP 2317 - 2024-03-31 9,859 $265,000 -2,179
   Walleye Trading Advisors LLC 1619 - 2024-03-31 9,517 $256,000 -16,124
   TWO SIGMA ADVISERS, LLC 2157 - 2024-03-31 8,800 $237,000 -221,800
   Pictet Asset Management Holding SA 1689 - 2024-03-31 8,577 $231,000 -33,755
   PARALLAX VOLATILITY ADVISERS, LLC 383 - 2024-03-31 8,317 $224,000 -11,549
   FMR LLC 2888 - 2024-03-31 7,058 $190,000 -6,292
   AtonRa Partners 114 - 2023-12-31 3,959 $162,000 -1,232
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 997 - 2024-03-31 4,995 $134,000 -479
   METROPOLITAN LIFE INSURANCE CO/NY 1007 - 2024-03-31 4,021 $108,000 -142
   Goss Wealth Management LLC 2102 - 2024-03-31 3,145 $85,000 -340
   TOWER RESEARCH CAPITAL LLC 1980 - 2024-03-31 2,869 $77,000 -69,312
   AMALGAMATED BANK 1809 - 2024-03-31 2,428 $65,000 -7,916
   DAIWA SECURITIES GROUP INC. 1074 - 2024-03-31 2,248 $60,000 -147
   NATIXIS 818 - 2024-03-31 1,441 $39,000 -4,297
   GPS Wealth Strategies Group LLC 647 - 2024-03-31 1,018 $27,000 -220
   Skandinaviska Enskilda Banken AB (publ) 765 - 2024-03-31 990 $27,000 -822
   CWM LLC 2753 - 2024-03-31 905 $24,000 -226
   SIGNATUREFD, LLC 1910 - 2024-03-31 897 $24,000 -204
   QUADRANT CAPITAL GROUP LLC 1872 - 2024-03-31 705 $19,000 -31
   Versant Capital Management Inc 715 - 2024-03-31 428 $12,000 -81
   Quent Capital LLC 1029 - 2024-03-31 335 $9,000 -2
   Geneos Wealth Management Inc. 1575 - 2024-03-31 337 $9,000 -68
   Covestor Ltd 1723 - 2024-03-31 306 $8,000 -1
   OPTIMUM INVESTMENT ADVISORS 541 - 2024-03-31 310 $8,000 -250
   Lindbrook Capital LLC 1795 - 2024-03-31 211 $6,000 -122
   TOTH FINANCIAL ADVISORY CORP 508 - 2024-03-31 213 $6,000 -320
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2794 - 2024-03-31 136 $4,000 -105
   Spire Wealth Management 1999 - 2024-03-31 96 $3,000 -71
   Householder Group Estate & Retirement Specialist L 1020 - 2024-03-31 72 $2,000 -5
   PARKSIDE FINANCIAL BANK & TRUST 1500 - 2024-03-31 57 $2,000 -7
   Russell Investments Group Ltd. 2983 - 2024-03-31 60 $2,000 -87
   Bruce G. Allen Investments LLC 739 - 2024-03-31 50 $1,000 -33
   CALDWELL SUTTER CAPITAL INC. 795 - 2024-03-31 25 $1,000 -17
   Efficient Wealth Management LLC 975 - 2024-03-31 30 $1,000 -33
   SANDY SPRING BANK 1131 - 2024-03-31 40 $1,000 -17
   TSFG LLC 748 - 2024-03-31 35 $1,000 -181
  92 Records found
  1    
  Page 1 of 1
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