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Get Institutions for : 
Upstart Holdings, Inc. (UPST)  
$28.59 1.16 (4.23%) as of 4:30 Tue 5/14


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  : 
1.86 (6.11%)  




 
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
   D E SHAW & CO INC 101 - 2023-12-31 3,324,441 $135,837,000 507,366
   MORGAN STANLEY 1254 - 2023-12-31 2,132,561 $87,136,000 217,628
   JANE STREET GROUP LLC 160 - 2023-12-31 1,911,771 $78,115,000 1,683,385
   STATE STREET CORP 1475 - 2023-12-31 1,835,469 $74,997,000 86,726
   GEODE CAPITAL MANAGEMENT LLC 1154 - 2023-12-31 1,603,464 $65,525,000 101,638
   BANK OF MONTREAL /CAN/ 367 - 2023-12-31 1,392,198 $61,855,000 7,021
   BANK OF AMERICA CORP /DE/ 1108 - 2023-12-31 1,352,341 $55,257,000 1,013,030
   GOLDMAN SACHS GROUP INC/ 1001 - 2023-12-31 1,208,817 $49,392,000 -220,425
   TWO SIGMA INVESTMENTS LLC 229 - 2023-12-31 1,060,873 $43,347,000 760,573
   VOLORIDGE INVESTMENT MANAGEMENT LLC 169 - 2023-12-31 1,014,365 $41,447,000 -234,498
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 186 - 2024-03-31 1,459,041 $39,234,000 1,423,856
   NORTHERN TRUST CORP 1361 - 2023-12-31 711,831 $29,085,000 -6,914
   COATUE MANAGEMENT LLC 69 - 2023-12-31 684,792 $27,981,000 -980,051
   CITADEL ADVISORS LLC 806 - 2023-12-31 507,664 $20,743,000 -153,453
   NORGES BANK 1289 *New 2023-12-31 465,418 $19,017,000 465,418
   BARCLAYS PLC 783 - 2023-12-31 421,575 $17,223,000 275,416
   Pathstone Holdings LLC 167 - 2023-12-31 395,545 $16,162,000 0
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1748 - 2024-03-31 582,602 $15,666,000 9,426
   FIRST TRUST ADVISORS LP 917 - 2023-12-31 314,171 $12,837,000 78,863
   PATHSTONE FAMILY OFFICE, LLC 156 *New 2023-09-30 397,061 $11,332,000 397,061
   ALGER FRED MANAGEMENT INC 174 - 2023-12-31 275,315 $11,249,000 -232,735
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 604 - 2024-03-31 805,240 $10,941,000 -213,114
   Squarepoint Ops LLC 425 - 2023-12-31 260,747 $10,654,000 230,199
   TWO SIGMA ADVISERS, LLC 551 *New 2023-12-31 230,600 $9,422,000 230,600
   NUVEEN ASSET MANAGEMENT, LLC 1693 - 2023-12-31 204,956 $8,375,000 3,735
   OZ MANAGEMENT LP 42 *New 2023-12-31 178,700 $7,302,000 178,700
   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
   MILLENNIUM MANAGEMENT LLC 1698 - 2023-12-31 150,502 $6,150,000 125,150
   MARSHALL WACE LLP 712 - 2023-12-31 137,200 $5,606,000 137,200
   ZWEIGDIMENNA ASSOCIATES LLC 70 - 2024-03-31 188,693 $5,074,000 0
   TWINBEECH CAPITAL LP 275 *New 2023-12-31 118,081 $4,825,000 118,081
   Connor Clark & Lunn Investment Management Ltd. 443 - 2024-03-31 176,116 $4,736,000 115,273
   INVESCO LTD 2228 - 2023-12-31 110,583 $4,518,000 18,063
   Swiss National Bank 1461 - 2024-03-31 142,700 $3,837,000 2,200
   ALLIANCEBERNSTEIN L.P. 1614 - 2023-12-31 92,050 $3,761,000 700
   Optiver Holding B.V. 77 - 2024-03-31 131,810 $3,544,000 65,505
   TUDOR INVESTMENT CORP ET AL 529 - 2023-12-31 86,534 $3,536,000 86,534
   UBS Group AG 2326 - 2023-12-31 83,466 $3,410,000 52,472
   PICTET ASSET MANAGEMENT SA 837 - 2023-06-30 94,941 $3,400,000 -100,877
   DEUTSCHE BANK AG 1419 - 2023-12-31 76,222 $3,114,000 3,085
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1189 - 2023-12-31 75,555 $3,087,000 -2,534
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 1432 - 2023-12-31 73,015 $2,983,000 0
   TOWER RESEARCH CAPITAL LLC 400 - 2023-12-31 72,181 $2,949,000 71,201
   LEGAL & GENERAL GROUP PLC 1761 - 2023-12-31 71,562 $2,924,000 2,839
   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
   Bank Julius Baer & Co. Ltd Zurich 200 - 2023-12-31 58,899 $2,407,000 4,929
   Edgestream Partners L.P. 310 - 2024-03-31 82,737 $2,225,000 52,457
   BP WEALTH MANAGEMENT LLC 231 - 2023-12-31 52,569 $2,148,000 26,133
   Hampton Road Capital Management LP 25 *New 2023-12-31 52,350 $2,139,000 52,350
   Capital Impact Advisors LLC 4 - 2023-12-31 48,632 $1,987,000 29,185
   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
   LPL FINANCIAL CORP 2607 - 2024-03-31 65,010 $1,748,000 6,320
   OCCUDO QUANTITATIVE STRATEGIES LP 113 *New 2023-12-31 42,388 $1,732,000 42,388
   Pictet Asset Management Holding SA 907 - 2023-12-31 42,332 $1,730,000 -51,731
   SEVEN EIGHT CAPITAL LLC 147 - 2023-12-31 42,172 $1,723,000 -63,511
   MARINER WEALTH ADVISORS, LLC 1130 - 2023-12-31 41,595 $1,700,000 3,685
   MANUFACTURERES LIFE INSURANCE CO 1531 - 2023-12-31 39,862 $1,629,000 -65
   PRICE T ROWE ASSOCIATES INC /MD/ 1640 - 2023-12-31 39,580 $1,618,000 1,880
   Atomi Financial Group Inc. 134 - 2024-03-31 58,603 $1,576,000 -54
   MetLife Investment Advisors LLC 1066 - 2023-12-31 38,182 $1,560,000 0
   CTC LLC 61 - 2023-12-31 37,737 $1,542,000 -34,900
   ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. 726 - 2024-03-31 57,356 $1,542,000 0
   AMERICAN INTERNATIONAL GROUP INC 1118 - 2023-12-31 36,406 $1,488,000 418
   CITIGROUP INC 2003 - 2024-03-31 54,967 $1,478,000 -7,031
   ROYAL BANK OF CANADA 2783 - 2023-12-31 36,076 $1,473,000 6,167
   LLBH Private Wealth Management LLC 48 - 2023-12-31 35,688 $1,458,000 0
   HILLTOP HOLDINGS INC. 164 - 2023-12-31 35,654 $1,457,000 -3,390
   MML INVESTORS SERVICES LLC 1159 - 2023-12-31 35,295 $1,442,000 2,307
   NOMURA HOLDINGS INC 477 *New 2023-12-31 35,080 $1,433,000 35,080
   Engineers Gate Manager LP 609 *New 2023-12-31 34,574 $1,413,000 34,574
   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
   JANUS HENDERSON GROUP PLC 1467 - 2023-12-31 32,594 $1,331,000 -44
   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
   Maxi Investments CY Ltd 40 - 2023-12-31 30,100 $1,230,000 0
   HSBC HOLDINGS PLC 1331 - 2023-12-31 29,535 $1,205,000 2,226
   ING INVESTMENT MANAGEMENT LLC 1446 - 2023-12-31 29,076 $1,188,000 358
   Tyler-Stone Wealth Management 36 - 2023-12-31 27,927 $1,141,000 -800
   COMMONWEALTH EQUITY SERVICES LLC. 2143 - 2024-03-31 41,444 $1,114,000 -5,745
   CREATIVE PLANNING 1174 - 2023-12-31 26,805 $1,095,000 11,428
   PROSPERA FINANCIAL SERVICES 445 - 2023-12-31 26,663 $1,089,000 -394
   Ensign Peak Advisors Inc 1308 - 2023-12-31 26,600 $1,087,000 0
   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
   TCI Wealth Advisors Inc. 73 - 2024-03-31 39,971 $1,075,000 6,088
   MERCER GLOBAL ADVISORS INC /ADV 946 - 2023-12-31 26,046 $1,064,000 17,324
   Schonfeld Strategic Advisors LLC 944 - 2023-12-31 25,900 $1,058,000 25,900
   BAILARD BIEHL & KAISER INC 296 - 2024-03-31 39,297 $1,057,000 -234
   LEVEL FOUR ADVISORY SERVICES LLC 286 - 2023-12-31 25,763 $1,053,000 -9,362
   Walleye Trading Advisors LLC 793 - 2023-12-31 25,641 $1,048,000 -20,651
   MANCHESTER CAPITAL MANAGEMENT LLC 113 - 2024-03-31 37,325 $1,004,000 1,932
   GTS SECURITIES LLC 605 *New 2023-12-31 24,150 $987,000 24,150
   ALGERT COLDIRON INVESTORS LLC 623 - 2023-12-31 24,120 $986,000 2,690
  100 Records found
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