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Get Institutions for : 
Upstart Holdings, Inc. (UPST)  
$27.43 2.03 (7.99%) as of 4:30 Mon 5/13


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  : 
3.02 (9.92%)  




 
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
   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
   TWO SIGMA INVESTMENTS LLC 229 - 2023-12-31 1,060,873 $43,347,000 760,573
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 186 - 2024-03-31 1,459,041 $39,234,000 1,423,856
   BARCLAYS PLC 783 - 2023-12-31 421,575 $17,223,000 275,416
   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
   Squarepoint Ops LLC 425 - 2023-12-31 260,747 $10,654,000 230,199
   NUVEEN ASSET MANAGEMENT, LLC 1693 - 2023-12-31 204,956 $8,375,000 3,735
   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
   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
   DEUTSCHE BANK AG 1419 - 2023-12-31 76,222 $3,114,000 3,085
   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
   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
   Capital Impact Advisors LLC 4 - 2023-12-31 48,632 $1,987,000 29,185
   LPL FINANCIAL CORP 2607 - 2024-03-31 65,010 $1,748,000 6,320
   MARINER WEALTH ADVISORS, LLC 1130 - 2023-12-31 41,595 $1,700,000 3,685
   PRICE T ROWE ASSOCIATES INC /MD/ 1640 - 2023-12-31 39,580 $1,618,000 1,880
   AMERICAN INTERNATIONAL GROUP INC 1118 - 2023-12-31 36,406 $1,488,000 418
   ROYAL BANK OF CANADA 2783 - 2023-12-31 36,076 $1,473,000 6,167
   MML INVESTORS SERVICES LLC 1159 - 2023-12-31 35,295 $1,442,000 2,307
   WELLS FARGO & CO/MN 2813 - 2024-03-31 50,560 $1,360,000 7,803
   STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMEN 1094 - 2024-03-31 79,922 $1,270,000 59,346
   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
   CREATIVE PLANNING 1174 - 2023-12-31 26,805 $1,095,000 11,428
   Miracle Mile Advisors LLC 256 - 2024-03-31 40,370 $1,086,000 65
   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
   MANCHESTER CAPITAL MANAGEMENT LLC 113 - 2024-03-31 37,325 $1,004,000 1,932
   ALGERT COLDIRON INVESTORS LLC 623 - 2023-12-31 24,120 $986,000 2,690
   Headlands Technologies LLC 112 - 2024-03-31 36,181 $973,000 31,002
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1810 - 2024-03-31 32,430 $872,000 2,557
   BALYASNY ASSET MANAGEMENT LLC 1232 - 2023-12-31 20,463 $836,000 11,909
   AE Wealth Management LLC 1238 - 2023-12-31 24,005 $783,000 8,876
   Heritage Wealth Advisors 104 - 2024-03-31 20,237 $757,000 20,137
   CIPHER CAPITAL LP 134 - 2023-12-31 17,706 $723,000 8,218
   DIMENSIONAL FUND ADVISORS INC 2988 - 2024-03-31 26,037 $700,000 1,022
   AQR CAPITAL MANAGEMENT LLC 1758 - 2023-12-31 16,220 $663,000 8,364
   FMR LLC 2512 - 2023-12-31 13,350 $545,000 686
   Handelsbanken Fonder AB 1160 - 2023-12-31 12,000 $490,000 2,000
   Private Advisor Group LLC 1537 - 2024-03-31 17,936 $482,000 2,149
   Prime Capital Investment Advisors LLC - 2023-12-31 10,755 $439,000 2,038
   Inspire Advisors LLC 224 - 2024-03-31 16,143 $434,000 890
   MULTIFINANCIAL SECURITIES CORP 1215 - 2023-12-31 10,359 $423,000 10,359
   Apollon Wealth Management LLC 768 - 2024-03-31 14,853 $399,000 2,263
   AMUNDI 1380 - 2023-12-31 11,099 $387,000 6,892
   PROSHARE ADVISORS LLC 1299 - 2024-03-31 13,342 $359,000 1,219
   SUMMIT INVESTMENT ADVISORS INC 996 - 2023-12-31 7,582 $310,000 418
   Atria Wealth Solutions Inc. 1485 - 2023-12-31 7,327 $299,000 7,327
   IPG Investment Advisors LLC 152 - 2023-12-31 6,775 $277,000 6,775
   Synergy Financial Group LTD 65 - 2023-12-31 6,588 $269,000 6,588
   PRINCIPAL FINANCIAL GROUP INC 2111 - 2024-03-31 9,983 $268,000 1,533
   WOLVERINE ASSET MANAGEMENT LLC 526 - 2023-12-31 6,441 $263,000 666
   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
   PRUDENTIAL FINANCIAL INC 2390 - 2023-12-31 5,695 $233,000 5,695
   US BANCORP 1926 - 2024-03-31 8,530 $229,000 4,662
   GOTHAM ASSET MANAGEMENT, LLC 1213 - 2023-12-31 5,525 $226,000 5,525
   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/ 1288 - 2023-12-31 4,930 $191,000 127
   Goss Wealth Management LLC 1808 - 2023-12-31 3,485 $142,000 207
   State of Wyoming 895 - 2023-12-31 2,805 $115,000 1,693
   Cassady Schiller Wealth Management LLC 143 - 2023-12-31 2,748 $112,000 527
   Skandinaviska Enskilda Banken AB (publ) 885 - 2023-12-31 1,812 $74,000 32
   DIAM CO. LTD 938 - 2024-03-31 2,310 $62,000 976
   ICA Group Wealth Management LLC 470 - 2023-12-31 1,486 $61,000 1,486
   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
   Farther Finance Advisors LLC 1061 - 2023-12-31 1,125 $46,000 669
   COMERICA BANK 2772 - 2023-12-31 948 $39,000 10
   Parallel Advisors LLC 1671 - 2024-03-31 1,247 $34,000 154
   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
   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
  100 Records found
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