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


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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 : 
 $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  
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            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
   Mandatum Life Insurance Co Ltd 84 *Closed 2024-03-31 0 $0 -5,100
   TWO SIGMA SECURITIES LLC 1463 *Closed 2023-12-31 0 $0 -106,643
   V Wealth ManagementLLC 127 *Closed 2023-09-30 0 $0 -6,742
   FIXED INCOME SECURITIES INC 1411 *Closed 2023-12-31 0 $0 -371
   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
   AMERICAN CENTURY COMPANIES INC 2808 *Closed 2023-12-31 0 $0 -27,897
   Flaharty Asset Management LLC 201 *Closed 2023-12-31 0 $0 -200
   CKW FINANCIAL GROUP 218 *Closed 2024-03-31 0 $0 -273
   Arlington Trust Co LLC 562 *Closed 2024-03-31 0 $0 -35
   BASSWOOD CAPITAL MANAGEMENT LLC 99 *Closed 2023-12-31 0 $0 -88,794
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1891 *Closed 2024-03-31 0 $0 -15
   Authentikos Wealth Advisory LLC 209 *Closed 2023-12-31 0 $0 -60
   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
   NORTH STAR INVESTMENT MANAGEMENT CORP. 1198 *Closed 2024-03-31 0 $0 -24
   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
   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
   Quadrature Capital LTD 1262 *Closed 2023-12-31 0 $0 -18,745
   Trexquant Investment LP 1623 *Closed 2023-12-31 0 $0 -53,575
   FORA Capital LLC 469 *Closed 2024-03-31 0 $0 -115,740
   NWAM LLC 574 *Closed 2024-03-31 0 $0 -5,340
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 501 *Closed 2024-03-31 0 $0 -171,558
   LAZARD ASSET MANAGEMENT LLC 2165 *Closed 2023-12-31 0 $0 -1,799
   Point72 Asset Management L.P. 1444 *Closed 2023-12-31 0 $0 -13,084
   HOLLENCREST SECURITIES LLC 1059 *Closed 2024-03-31 0 $0 -1,500
   Ronald Blue Trust Inc. 2334 *Closed 2024-03-31 0 $0 -322
   RAYMOND JAMES & ASSOCIATES 3861 *Closed 2024-03-31 0 $0 -20,895
   Stonebridge Capital Advisors LLC 698 *Closed 2023-12-31 0 $0 -230
   Ergoteles LLC 643 *Closed 2023-09-30 0 $0 -43,916
   VIRTU FINANCIAL LLC 1732 *Closed 2023-12-31 0 $0 -16,457
   DUALITY ADVISERS LP 690 *Closed 2024-03-31 0 $0 -9,861
   Jump Financial LLC 2039 *Closed 2023-12-31 0 $0 -15,200
   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
   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
   SEEYOND 625 *Closed 2022-12-31 0 $0 -1,185
   Pearl River Capital LLC 559 *Closed 2023-12-31 0 $0 -21,957
   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
   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
   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
   TFO-TDC LLC 1064 *Closed 2023-12-31 0 $0 -6
   ODell Group LLC 489 *Closed 2024-03-31 0 $0 -1
   WOLFF WIESE MAGANA LLC 737 *Closed 2024-03-31 0 $0 -100
   CREDIT AGRICOLE S A 875 *Closed 2023-12-31 0 $0 -60
   FRESHFORD CAPITAL MANAGEMENT, LLC 22 *Closed 2023-12-31 0 $0 -218,468
   IMCCHICAGO, LLC 519 *Closed 2024-03-31 0 $0 -26,444
   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
   Valeo Financial Advisors LLC 670 *Closed 2024-03-31 0 $0 -7,431
   Focused Wealth Management Inc 971 *Closed 2024-03-31 0 $0 -20
  67 Records found
  1    
  Page 1 of 1
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