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Get Institutions for : 
Upstart Holdings, Inc. (UPST)  
$24.59 2.28 (8.49%) as of 4:30 Fri 6/7


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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 : 
 $38.80  
Last Quarter's Ending Price : 
 $26.89  
Last Quarter's Average Price : 
 $29.57  
Change from last quarter's     
avg. price to the last closing  : 
4.98 (16.84%)  




 
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: 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 period: 12-31-2023 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
   HIGHTOWER ADVISORS, LLC 3263 *Closed 2024-03-31 0 $0 -5,095
   Schonfeld Strategic Advisors LLC 1841 *Closed 2024-03-31 0 $0 -25,900
   Mandatum Life Insurance Co Ltd 84 *Closed 2024-03-31 0 $0 -5,100
   V Wealth ManagementLLC 127 *Closed 2023-09-30 0 $0 -6,742
   New Millennium Group LLC 109 *Closed 2024-03-31 0 $0 -280
   NOMURA HOLDINGS INC 935 *Closed 2024-03-31 0 $0 -35,080
   STRS OHIO 1918 *Closed 2024-03-31 0 $0 -1,400
   Independent Advisor Alliance 712 *Closed 2024-03-31 0 $0 -6,569
   Quantamental Technologies LLC 303 *Closed 2023-09-30 0 $0 -9,405
   SIERRA SUMMIT ADVISORS LLC 154 *Closed 2024-03-31 0 $0 -6,664
   OZ MANAGEMENT LP 208 *Closed 2024-03-31 0 $0 -178,700
   CKW FINANCIAL GROUP 218 *Closed 2024-03-31 0 $0 -273
   Arlington Trust Co LLC 562 *Closed 2024-03-31 0 $0 -35
   TWINBEECH CAPITAL LP 567 *Closed 2024-03-31 0 $0 -118,081
   Hampton Road Capital Management LP 34 *Closed 2024-03-31 0 $0 -52,350
   Tradition Wealth Management LLC 1067 *Closed 2024-03-31 0 $0 -4,693
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1891 *Closed 2024-03-31 0 $0 -15
   Rollins Financial 101 *Closed 2023-12-31 0 $0 -37,692
   Sunbelt Securities Inc. 1663 *Closed 2024-03-31 0 $0 -31
   Fortitude Family Office LLC 964 *Closed 2024-03-31 0 $0 -186
   TUDOR INVESTMENT CORP ET AL 1565 *Closed 2024-03-31 0 $0 -86,534
   IPG Investment Advisors LLC 181 *Closed 2024-03-31 0 $0 -6,775
   NORTH STAR INVESTMENT MANAGEMENT CORP. 1198 *Closed 2024-03-31 0 $0 -24
   ALGERT COLDIRON INVESTORS LLC 1109 *Closed 2024-03-31 0 $0 -24,120
   PRINCIPAL SECURITIES INC. 3202 *Closed 2024-03-31 0 $0 -553
   LIBERTY ONE INVESTMENT MANAGEMENT LLC 187 *Closed 2024-03-31 0 $0 -6,013
   Connective Portfolio Management LLC 48 *Closed 2024-03-31 0 $0 -11,000
   Harvest Fund Management Co. Ltd 678 *Closed 2024-03-31 0 $0 -1,859
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2397 *Closed 2024-03-31 0 $0 -5,310
   BANQUE PICTET & CIE SA 342 *Closed 2024-03-31 0 $0 -72,000
   FORA Capital LLC 469 *Closed 2024-03-31 0 $0 -115,740
   MILLENNIUM MANAGEMENT LLC 4050 *Closed 2024-03-31 0 $0 -150,502
   Aspect Partners LLC 516 *Closed 2024-03-31 0 $0 -86
   NWAM LLC 574 *Closed 2024-03-31 0 $0 -5,340
   PRUDENTIAL FINANCIAL INC 2745 *Closed 2024-03-31 0 $0 -5,695
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 501 *Closed 2024-03-31 0 $0 -171,558
   State of Wyoming 1792 *Closed 2024-03-31 0 $0 -2,805
   HOLLENCREST SECURITIES LLC 1059 *Closed 2024-03-31 0 $0 -1,500
   National Wealth Management Group LLC 152 *Closed 2024-03-31 0 $0 -7,979
   Ronald Blue Trust Inc. 2334 *Closed 2024-03-31 0 $0 -322
   Bayesian Capital Management LP 1057 *Closed 2024-03-31 0 $0 -17,559
   RAYMOND JAMES & ASSOCIATES 3861 *Closed 2024-03-31 0 $0 -20,895
   Atria Wealth Solutions Inc. 2008 *Closed 2024-03-31 0 $0 -7,327
   Ergoteles LLC 643 *Closed 2023-09-30 0 $0 -43,916
   DUALITY ADVISERS LP 690 *Closed 2024-03-31 0 $0 -9,861
   GSA CAPITAL PARTNERS LLP 1994 *Closed 2024-03-31 0 $0 -12,056
   KINGSWOOD WEALTH ADVISORS LLC 665 *Closed 2024-03-31 0 $0 -7,200
   QRG CAPITAL MANAGEMENT INC. 1075 *Closed 2024-03-31 0 $0 -5,355
   Susquehanna Portfolio Strategies LLC 907 *Closed 2024-03-31 0 $0 -130,439
   AQR CAPITAL MANAGEMENT LLC 2481 *Closed 2024-03-31 0 $0 -16,220
   BIDWELL C M & ASSOCIATES LTD/ 514 *Closed 2024-03-31 0 $0 -2
   J.W. COLE ADVISORS INC. 896 *Closed 2024-03-31 0 $0 -11,425
   Private Wealth Management Group LLC 1566 *Closed 2024-03-31 0 $0 -24
   GOTHAM ASSET MANAGEMENT, LLC 1476 *Closed 2024-03-31 0 $0 -5,525
   CIPHER CAPITAL LP 570 *Closed 2024-03-31 0 $0 -17,706
   BESSEMER GROUP INC 2183 *Closed 2024-03-31 0 $0 -85
   SEEYOND 625 *Closed 2022-12-31 0 $0 -1,185
   Mezzasalma Advisors LLC 109 *Closed 2024-03-31 0 $0 -6,705
   HORRELL CAPITAL MANAGEMENT INC 226 *Closed 2024-03-31 0 $0 -15
   IEQ CAPITAL LLC 1007 *Closed 2024-03-31 0 $0 -6,394
   OPPENHEIMER ASSET MANAGEMENT INC 1128 *Closed 2024-03-31 0 $0 -4,958
   Itau Unibanco Holding S.A. 286 *Closed 2024-03-31 0 $0 -688
   STATE OF WISCONSIN INVESTMENT BOARD 2387 *Closed 2024-03-31 0 $0 -7,363
   SJS Investment Consulting Inc. 1628 *Closed 2024-03-31 0 $0 -7
   GABLES CAPITAL MANAGEMENT INC. 406 *Closed 2024-03-31 0 $0 -10
   Cranbrook Wealth Management LLC 306 *Closed 2024-03-31 0 $0 -71
   Glassman Wealth Services 1875 *Closed 2024-03-31 0 $0 -103
   CIBC WORLD MARKETS INC. 1292 *Closed 2024-03-31 0 $0 -6,423
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 827 *Closed 2024-03-31 0 $0 -8,070
   Alpha Paradigm Partners LLC 573 *Closed 2022-12-31 0 $0 -382
   Engineers Gate Manager LP 2369 *Closed 2024-03-31 0 $0 -34,574
   ODell Group LLC 489 *Closed 2024-03-31 0 $0 -1
   WOLFF WIESE MAGANA LLC 737 *Closed 2024-03-31 0 $0 -100
   AE Wealth Management LLC 1911 *Closed 2024-03-31 0 $0 -24,005
   Synergy Financial Group LTD 88 *Closed 2024-03-31 0 $0 -6,588
   CAPTRUST FINANCIAL ADVISORS 2625 *Closed 2024-03-31 0 $0 -5,766
   OCCUDO QUANTITATIVE STRATEGIES LP 1055 *Closed 2024-03-31 0 $0 -42,388
   IMCCHICAGO, LLC 519 *Closed 2024-03-31 0 $0 -26,444
   BOCHK Asset Management Ltd 78 *Closed 2024-03-31 0 $0 -1,500
   VALLEY NATIONAL ADVISERS INC 1271 *Closed 2024-03-31 0 $0 -65
   Y-Intercept (Hong Kong) Ltd 1843 *Closed 2024-03-31 0 $0 -11,434
   AMUNDI 1973 *Closed 2024-03-31 0 $0 -11,099
   Valeo Financial Advisors LLC 670 *Closed 2024-03-31 0 $0 -7,431
   WOLVERINE ASSET MANAGEMENT LLC 1167 *Closed 2024-03-31 0 $0 -6,441
   Qube Research & Technologies Ltd 3986 *Closed 2024-03-31 0 $0 -9,748
   GTS SECURITIES LLC 1841 *Closed 2024-03-31 0 $0 -24,150
   Focused Wealth Management Inc 971 *Closed 2024-03-31 0 $0 -20
  87 Records found
  1    
  Page 1 of 1
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