Who owns UPSTART HLDGS INC?

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Analyze quarterly positions in Upstart Hldgs with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Upstart Hldgs stock

Who bought or sold UPSTART HLDGS INC this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Vanguard Group 7.1M $192M 2% Mar 2024
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Susquehanna International 6.5M $176M 20% Mar 2024
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BlackRock 5.3M $144M 6% Mar 2024
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Citadel Advisors 4.2M $113M -12% Mar 2024
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D. E. Shaw & Co 3.6M $97M -10% Mar 2024
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Morgan Stanley 2.3M $61M 18% Mar 2024
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Geode Capital Management 1.7M $45M 11% Mar 2024
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Barclays 1.5M $40M 29% Mar 2024
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Capital Fund Management 1.2M $31M 10% Mar 2024
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Sandler Capital Management 1.1M $29M 77% Mar 2024
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Bank of America Corporation 1.0M $28M -72% Mar 2024
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Voloridge Investment Management 1.0M $27M 0% Mar 2024
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Goldman Sachs Group 836k $23M -41% Mar 2024
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Point72 Asset Management 809k $22M 2596% Mar 2024
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Mirae Asset Global Investments 805k $11M -21% Mar 2024
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Walleye Trading 688k $19M 6% Mar 2024
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Northern Trust 664k $18M -8% Mar 2024
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Wolverine Trading 613k $17M -41% Mar 2024
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Charles Schwab Investment Management 583k $16M 2% Mar 2024
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Jane Street 553k $15M -71% Mar 2024
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Two Sigma Securities 543k $15M 67% Mar 2024
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Gts Securities 539k $15M -52% Mar 2024
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Bank Of Montreal 522k $14M -64% Mar 2024
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Fred Alger Management 508k $14M 84% Mar 2024
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First Trust Advisors 459k $12M 95% Mar 2024
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Marshall Wace 457k $12M 233% Mar 2024
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Pathstone Holdings 396k $11M 0% Mar 2024
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Walleye Trading Advisors 369k $9.9M 82% Mar 2024
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Cubist Systematic Strategies 347k $9.3M -23% Mar 2024
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Squarepoint Ops 321k $8.6M -37% Mar 2024
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Whitebox Advisors 300k $8.1M -29% Mar 2024
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Balyasny Asset Management 262k $7.0M 1179% Mar 2024
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Bank of New York Mellon 236k $6.4M -9% Mar 2024
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Liontrust Investment Partners 230k $6.2M 2% Mar 2024
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Azora Capital 210k $5.7M 100% Mar 2024
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Nuveen Asset Management 204k $5.5M 1% Mar 2024
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Seven Eight Capital 189k $5.1M 79% Mar 2024
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Zweig-DiMenna Associates 189k $5.1M 0% Mar 2024
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Connor, Clark & Lunn Investment Management 176k $4.7M 189% Mar 2024
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Swiss National Bank 143k $3.8M 2% Mar 2024
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Optiver Holding B.V. 132k $3.5M -72% Mar 2024
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UBS Group 119k $3.2M 28% Mar 2024
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HAP Trading 108k $127k 236% Mar 2024
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Rhumbline Advisers 106k $2.9M 3% Mar 2024
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Cutler 106k $2.7M -86% Mar 2024
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Jpmorgan Chase & Co 102k $2.7M -45% Mar 2024
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Alliancebernstein 92k $3.8M 1% Dec 2023
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Edgestream Partners 83k $2.2M 173% Mar 2024
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Florida State Board of Administration 80k $1.3M 288% Mar 2024
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California State Teachers Retirement System 73k $1.9M -7% Mar 2024
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Legal & General Group 72k $1.9M 1% Mar 2024
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Credit Suisse 72k $1.9M 0% Mar 2024
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Raymond James Financial Services Advisors 71k $1.9M -19% Mar 2024
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Ubs Global Asset Management Americas 71k $1.9M -3% Mar 2024
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LPL Financial 65k $1.7M 16% Mar 2024
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Millennium Management 62k $1.7M -81% Mar 2024
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Atomi Financial Group 59k $1.6M 0% Mar 2024
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Robeco Institutional Asset Management B V 57k $1.5M 0% Mar 2024
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Deutsche Bank Aktiengesellschaft 57k $1.5M -26% Mar 2024
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CTC 56k $1.5M 49% Mar 2024
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Citigroup 55k $1.5M -11% Mar 2024
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Wells Fargo & Company 51k $1.4M 18% Mar 2024
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Entropy Technologies 51k $1.4M 100% Mar 2024
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WMG Financial Advisors 49k $1.3M -4% Mar 2024
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Capital Impact Advisors 44k $1.2M -9% Mar 2024
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Mariner Wealth Advisors 43k $1.1M 2% Mar 2024
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T. Rowe Price Associates 42k $1.1M 7% Mar 2024
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Commonwealth Equity Services 41k $1.1M -12% Mar 2024
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Tudor Investment Corporation 40k $1.1M -65% Mar 2024
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Miracle Mile Advisors 40k $1.1M 0% Mar 2024
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Gryphon Financial Partners 40k $1.1M -20% Mar 2024
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TCI Wealth Advisors 40k $1.1M 18% Mar 2024
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Bailard 39k $1.1M -1% Mar 2024
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MetLife Investment Advisors 38k $1.6M 0% Dec 2023
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Manchester Capital Management 37k $1.0M 5% Mar 2024
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Two Sigma Investments 37k $1.0M -96% Mar 2024
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American International 36k $1.5M 1% Dec 2023
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Headlands Technologies 36k $973k 599% Mar 2024
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Legacy Capital Group California 36k $964k -3% Mar 2024
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LLBH Private Wealth Management 36k $960k 0% Mar 2024
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Verition Fund Management 34k $905k -68% Mar 2024
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Henderson Group 33k $877k 0% Mar 2024
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Cambridge Investment Research Advisors 32k $872k 9% Mar 2024
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Bp Wealth Management 31k $843k -40% Mar 2024
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Maxi Investments CY 30k $1.2M 0% Dec 2023
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New York State Common Retirement Fund 30k $798k 0% Mar 2024
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Hsbc Holdings 30k $1.2M 8% Dec 2023
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Harbor Capital Advisors 29k $785k 100% Mar 2024
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Tyler-Stone Wealth Management 28k $744k -1% Mar 2024
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Creative Planning 28k $744k 3% Mar 2024
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Hilltop Holdings 28k $742k -23% Mar 2024
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SG Americas Securities 27k $735k -19% Mar 2024
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Prospera Financial Services 27k $1.1M -1% Dec 2023
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Ensign Peak Advisors 27k $715k 0% Mar 2024
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Dimensional Fund Advisors 26k $700k 4% Mar 2024
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Level Four Advisory Services 26k $1.1M 0% Mar 2024
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Mercer Global Advisors 25k $664k -5% Mar 2024
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Quantbot Technologies 25k $658k 100% Mar 2024
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Algert Coldiron Investors 24k $986k 13% Dec 2023
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Ing Investment Management 24k $643k -17% Mar 2024
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NISA Investment Advisors 22k $584k 0% Mar 2024
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Brevan Howard Capital Management 21k $567k 32% Mar 2024
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Heritage Wealth Advisors 20k $757k 20137% Mar 2024
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CCM Partners 20k $538k -1% Mar 2024
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Arizona State Retirement System 20k $534k 0% Mar 2024
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Advisor Group Holdings 19k $509k -31% Mar 2024
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Rockefeller Capital Management 18k $750k -3% Dec 2023
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Private Advisor 18k $482k 14% Mar 2024
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Envestnet Asset Management 18k $477k -41% Mar 2024
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Ameriprise Financial 17k $465k -48% Mar 2024
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Inspire Advisors 16k $434k 6% Mar 2024
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Royal Bank of Canada 16k $433k -55% Mar 2024
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Zurcher Kantonalbank 15k $414k 0% Mar 2024
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Rafferty Asset Management 15k $413k -37% Mar 2024
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XR Securities 15k $409k -44% Mar 2024
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Harbour Investments 15k $620k -6% Dec 2023
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CSS 15k $403k -40% Mar 2024
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Handelsbanken Fonder AB 15k $401k 24% Mar 2024
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Apollon Wealth Management 15k $399k 18% Mar 2024
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Belvedere Trading 14k $377k -88% Mar 2024
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ProShare Advisors 13k $359k 42% Mar 2024
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Advisory Services Network 13k $338k -1% Mar 2024
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Capital Advantage 12k $505k 100% Dec 2023
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Stratos Wealth Partners 12k $316k 0% Mar 2024
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Hrt Financial 11k $300k 100% Mar 2024
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Baader Bank 11k $296k -2% Mar 2024
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Marathon Trading Investment Management 11k $296k 100% Mar 2024
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DiMeo Schneider & Associates 11k $296k 100% Mar 2024
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Prime Capital Investment Advisors 11k $439k 23% Dec 2023
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XTX Topco 11k $287k 100% Mar 2024
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Kercheville Advisors 10k $269k 0% Mar 2024
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Principal Financial Group 10k $268k 18% Mar 2024
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Branch Banking & Trust Company 9.9k $265k -18% Mar 2024
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Victory Capital Management 9.8k $262k 0% Mar 2024
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Two Sigma Advisers 8.8k $237k -96% Mar 2024
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Gemmer Asset Management 8.8k $236k 8% Mar 2024
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Newbridge Financial Services Group 8.7k $234k 83% Mar 2024
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Pictet Asset Management Holding SA 8.6k $231k 100% Mar 2024
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Us Bancorp 8.5k $229k 121% Mar 2024
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Capstone Investment Advisors 8.4k $227k 100% Mar 2024
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Parallax Volatility Advisers 8.3k $224k -63% Mar 2024
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Strategic Family Wealth Counselors 8.0k $327k 0% Dec 2023
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National Wealth Management Group 8.0k $326k 100% Dec 2023
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Summit Financial Strategies 7.9k $213k 100% Mar 2024
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Graham Capital Management 7.8k $210k 100% Mar 2024
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Summit Investment Advisors 7.6k $204k 0% Mar 2024
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Orion Capital Management 7.2k $194k 26% Mar 2024
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FMR 7.1k $190k -44% Mar 2024
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IPG Investment Advisors 6.8k $277k 100% Dec 2023
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Arcadia Investment Management Corp 6.5k $175k 0% Mar 2024
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Wolverine Asset Management 4.5k $121k -76% Mar 2024
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Amalgamated Bank 2.4k $65k -77% Mar 2024
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Natixis 1.4k $39k -80% Mar 2024
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Who sold out of Upstart Hldgs?

Fund or Company Name Date Sold Shares Held Valued At
Nomura Holdings Dec 2023 1.3M $52M
Moore Capital Management Dec 2023 732k $30M
Norges Bank Investment Management Dec 2023 465k $19M
OZ Management Dec 2023 357k $15M
Freshford Capital Management Sep 2023 219k $6.2M
Carnegie Capital Asset Management Dec 2023 172k $7.0M
Twinbeech Capital Dec 2023 118k $4.8M
FORA Capital Dec 2023 116k $4.7M
Boothbay Fund Management Sep 2023 100k $2.9M
Basswood Capital Management Sep 2023 89k $2.5M
Banque Pictet & Cie Sa Dec 2023 72k $2.9M
Bank Julius Baer & Co. Ltd, Zurich Sep 2023 54k $1.5M
Trexquant Investment Sep 2023 54k $1.5M
Hampton Road Capital Management Dec 2023 52k $2.1M
Occudo Quantitative Strategies Dec 2023 42k $1.7M
Rollins Financial Sep 2023 38k $1.1M
American Century Companies Sep 2023 28k $796k
IMC-Chicago Dec 2023 26k $1.1M
Schonfeld Strategic Advisors Dec 2023 26k $1.1M
Union Square Park Capital Management Sep 2023 25k $714k
AE Wealth Management Dec 2023 24k $783k
Raymond James & Associates Dec 2023 21k $854k
Quadrature Capital Sep 2023 19k $535k
Bayesian Capital Management Dec 2023 18k $718k
Virtu Financial Sep 2023 17k $470k
AQR Capital Management Dec 2023 16k $663k
Jump Financial Sep 2023 15k $434k
Leucadia National Corporation Dec 2023 15k $613k
GSA Capital Partners Dec 2023 12k $493k
J.w. Cole Advisors Dec 2023 11k $467k
Amundi Dec 2023 11k $387k
Connective Portfolio Management Dec 2023 11k $450k
Duality Advisers Dec 2023 9.9k $403k
Cipher Capital Sep 2023 9.5k $271k
International Assets Investment Management Dec 2023 8.1k $330k
Oppenheimer Asset Management Sep 2023 7.7k $221k
Valeo Financial Advisors Dec 2023 7.4k $304k
State of Wisconsin Investment Board Dec 2023 7.4k $301k
Atria Wealth Solutions Dec 2023 7.3k $299k
Kingswood Wealth Advisors Dec 2023 7.2k $294k
Mezzasalma Advisors Dec 2023 6.7k $274k
Sierra Summit Advisors Dec 2023 6.7k $272k
Synergy Financial Group Dec 2023 6.6k $269k
Independent Advisor Alliance Dec 2023 6.6k $268k