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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
   BLACKROCK INC. 1828 - 2024-03-31 5,344,966 $143,726,000 -187,417
   GOLDMAN SACHS GROUP INC/ 1001 - 2023-12-31 1,208,817 $49,392,000 -220,425
   VOLORIDGE INVESTMENT MANAGEMENT LLC 169 - 2023-12-31 1,014,365 $41,447,000 -234,498
   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
   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
   BANK OF NEW YORK MELLON CORP 2194 - 2024-03-31 236,224 $6,352,000 -23,662
   PICTET ASSET MANAGEMENT SA 837 - 2023-06-30 94,941 $3,400,000 -100,877
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1189 - 2023-12-31 75,555 $3,087,000 -2,534
   J P MORGAN CHASE & CO 2795 - 2024-03-31 101,781 $2,737,000 -84,960
   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
   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
   MANUFACTURERES LIFE INSURANCE CO 1531 - 2023-12-31 39,862 $1,629,000 -65
   Atomi Financial Group Inc. 134 - 2024-03-31 58,603 $1,576,000 -54
   CTC LLC 61 - 2023-12-31 37,737 $1,542,000 -34,900
   CITIGROUP INC 2003 - 2024-03-31 54,967 $1,478,000 -7,031
   HILLTOP HOLDINGS INC. 164 - 2023-12-31 35,654 $1,457,000 -3,390
   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
   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
   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
   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
   ENVESTNET ASSET MANAGEMENT INC 2938 - 2023-12-31 23,715 $969,000 -6,187
   Legacy Capital Group California Inc. 75 - 2024-03-31 35,831 $963,000 -928
   AMERIPRISE FINANCIAL INC 3144 - 2023-12-31 22,163 $906,000 -10,772
   NEW YORK STATE COMMON RETIREMENT FUND 1829 - 2024-03-31 29,685 $798,000 -22
   Rockefeller Capital Management L.P. 1234 - 2023-12-31 18,360 $750,000 -570
   SG AMERICAS SECURITIES LLC 1074 - 2024-03-31 27,343 $735,000 -6,451
   Bayesian Capital Management LP 304 - 2023-12-31 17,559 $717,000 -36,050
   RAFFERTY ASSET MANAGEMENT LLC 891 - 2023-12-31 17,162 $701,000 -7,268
   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
   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
   BB&T CORP 1935 - 2023-12-31 12,038 $492,000 -5,658
   Cubist Systematic Strategies LLC 1370 - 2023-12-31 11,664 $477,000 -148,522
   WOLVERINE TRADING LLC 830 - 2023-12-31 8,509 $348,000 -1,689
   ADVISORY SERVICES NETWORK, LLC 1098 - 2024-03-31 12,550 $337,000 -77
   MAGNETAR FINANCIAL LLC 271 - 2023-12-31 8,062 $329,000 -20,537
   Stratos Wealth Partners LTD. 1064 - 2024-03-31 11,761 $316,000 -44
   STATE OF WISCONSIN INVESTMENT BOARD 2001 - 2023-12-31 7,363 $301,000 -436
   Baader Bank INC 251 - 2024-03-31 11,000 $296,000 -266
   Cetera Investment Advisers 1787 - 2023-12-31 7,148 $292,000 -1,244
   NATIXIS 670 - 2023-12-31 5,738 $234,000 -1,592
   Tradition Wealth Management LLC 329 - 2023-12-31 4,693 $192,000 -1
   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
   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
   SHELL ASSET MANAGEMENT CO 1203 - 2023-12-31 929 $38,000 -215
   Itau Unibanco Holding S.A. 244 - 2023-12-31 688 $28,000 -273
   GPS Wealth Strategies Group LLC 647 - 2024-03-31 1,018 $27,000 -220
   CWM LLC 2753 - 2024-03-31 905 $24,000 -226
   SIGNATUREFD, LLC 1910 - 2024-03-31 897 $24,000 -204
   Steward Partners Investment Advisory LLC 2354 - 2023-12-31 519 $21,000 -125
   Versant Capital Management Inc 715 - 2024-03-31 428 $12,000 -81
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2560 - 2023-12-31 241 $10,000 -809
   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
   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
   BIDWELL C M & ASSOCIATES LTD/ 537 - 2023-12-31 2 $0 -1,015
  81 Records found
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