Upstart Holdings Inc (UPST) Ownership

68.40 ↑1.17 (1.74%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Upstart Holdings Inc (UPST), owning a total of 7.4 million shares. Combined, the top 47 institutional holders of UPST own 55.77% of the company with a total of 50.2 million shares.

In the latest ownership report on September 30th 2024, the top 47 institutional holders increased their combined ownership of UPST by 5.7 million shares. 16 institutions bought 7,497,313 total additional shares and increased their ownership by an average of 134.97%. However 3 institutions sold 1,790,053 total shares and decreased their ownership by an average of 24.71%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Upstart Holdings Inc increased by a net total of 5,707,260 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.138%	1.706%	7,423,812	124,495	2024-09-30
D. E. Shaw & Co LP	2.537%	160.167%	2,314,257	1,424,730	2024-09-30
State Street Corp	2.483%	0.086%	2,265,371	1,949	2024-09-30
Susquehanna International Group, LLP	2.095%	25.210%	1,911,549	384,868	2024-09-30
Geode Capital Management, LLC	1.992%	1.650%	1,816,774	29,482	2024-09-30
Goldman Sachs Group Inc	1.871%	21.216%	1,706,632	298,707	2024-09-30
Two Sigma Investments LLC	1.755%	295.562%	1,601,404	1,196,561	2024-09-30
Morgan Stanley - Brokerage Accounts	1.566%	-51.747%	1,428,149	-1,531,567	2024-09-30
VOLORIDGE INVESTMENT MANAGEMENT, LLC	1.472%	24.859%	1,342,710	267,332	2024-09-30
Fred Alger Management, LLC	1.367%	153.205%	1,246,839	754,416	2024-09-30
Barclays PLC	1.326%	707.510%	1,209,723	1,059,914	2024-09-30
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	1.273%	-7.075%	1,160,894	-88,390	2024-09-30
Renaissance Technologies Corp	1.175%	0.000%	1,071,700	1,071,700	2024-09-30
Bank of America Corp	1.031%	-15.316%	940,518	-170,096	2024-09-30
Coatue Management LLC	0.955%	0.000%	870,947	0	2024-09-30
Connor Clark & Lunn Inv Mgmt Ltd	0.795%	63.751%	725,582	282,481	2024-09-30
Northern Trust Corp	0.738%	3.773%	673,393	24,484	2024-09-30
Charles Schwab Investment Management Inc	0.705%	5.247%	642,876	32,052	2024-09-30
Two Sigma Advisers, LLC	0.646%	689.544%	589,000	514,400	2024-09-30
Citadel Advisors Llc	0.578%	5.982%	526,949	29,742	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.138%	1.706%	7,423,812	124,495	2024-09-30
BlackRock Inc	6.209%	5.975%	5,664,303	319,337	2024-06-30
D. E. Shaw & Co LP	2.537%	160.167%	2,314,257	1,424,730	2024-09-30
State Street Corp	2.483%	0.086%	2,265,371	1,949	2024-09-30
Susquehanna International Group, LLP	2.095%	25.210%	1,911,549	384,868	2024-09-30
State Street Corporation	2.087%	1.782%	1,868,180	32,711	2024-03-31
Geode Capital Management, LLC	1.992%	1.650%	1,816,774	29,482	2024-09-30
Goldman Sachs Group Inc	1.871%	21.216%	1,706,632	298,707	2024-09-30
Two Sigma Investments LLC	1.755%	295.562%	1,601,404	1,196,561	2024-09-30
Morgan Stanley - Brokerage Accounts	1.566%	-51.747%	1,428,149	-1,531,567	2024-09-30
VOLORIDGE INVESTMENT MANAGEMENT, LLC	1.472%	24.859%	1,342,710	267,332	2024-09-30
Fred Alger Management, LLC	1.367%	153.205%	1,246,839	754,416	2024-09-30
Barclays PLC	1.326%	707.510%	1,209,723	1,059,914	2024-09-30
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	1.273%	-7.075%	1,160,894	-88,390	2024-09-30
Renaissance Technologies Corp	1.175%	0.000%	1,071,700	1,071,700	2024-09-30
SG Americas Securities, LLC	1.204%	-2.368%	1,009,133	-24,474	2023-03-31
Viking Global Investors LP	1.221%	0.000%	999,647	999,647	2022-09-30
Bank of America Corp	1.031%	-15.316%	940,518	-170,096	2024-09-30
Coatue Management LLC	0.955%	0.000%	870,947	0	2024-09-30
Mirae Asset Global Investments (Korea) Co Ltd	0.900%	-20.927%	805,240	-213,114	2024-03-31
Point72 Asset Management, L.P.	0.834%	5,606.550%	746,645	733,561	2024-03-31
Connor Clark & Lunn Inv Mgmt Ltd	0.795%	63.751%	725,582	282,481	2024-09-30
Northern Trust Corp	0.738%	3.773%	673,393	24,484	2024-09-30
Charles Schwab Investment Management Inc	0.705%	5.247%	642,876	32,052	2024-09-30
Two Sigma Advisers, LLC	0.646%	689.544%	589,000	514,400	2024-09-30
Citadel Advisors Llc	0.578%	5.982%	526,949	29,742	2024-09-30
JANE STREET GROUP, LLC	0.560%	-73.781%	501,240	-1,410,531	2024-06-30
Jane Street Group LLC	0.549%	-73.781%	501,240	-1,410,531	2024-06-30
Optiver Holding B.V.	0.544%	861.613%	469,902	421,036	2023-09-30
NORGES BANK	0.530%	-45.187%	465,418	-383,681	2023-12-31
First Trust Advisors L.P.	0.512%	46.002%	458,697	144,526	2024-03-31
Marshall Wace Asset Management Ltd	0.520%	233.165%	457,103	319,903	2024-03-31
BMO Capital Markets Corp.	0.491%	-14.140%	447,726	-73,733	2024-06-30
Bank of Montreal	0.491%	-14.140%	447,726	-73,733	2024-06-30
Pathstone Family Office, LLC	0.459%	1.119%	397,061	4,395	2023-09-30
Pathstone Holdings LLC	0.442%	-0.120%	395,289	-476	2024-06-30
Brainard Capital Management LLC	0.467%	0.000%	391,666	0	2023-03-31
JPMorgan Chase & Co	0.426%	9.771%	367,798	32,740	2023-09-30
Legal & General Group PLC	0.406%	70.981%	332,004	137,828	2022-06-30
Robeco Institutional Asset Management BV	0.388%	0.000%	330,000	0	2023-06-30
Azora Capital LP	0.346%	0.000%	282,899	282,899	2022-09-30
Twin Tree Management, LP	0.323%	267.582%	264,317	192,410	2022-06-30
Nomura Holdings Inc	0.316%	-28.372%	257,019	-101,805	2022-09-30
Bank of New York Mellon Corp	0.292%	0.309%	248,090	763	2023-09-30
Nuveen Asset Management, LLC	0.281%	-2.530%	235,436	-6,110	2023-03-31
Freshford Capital Management LLC	0.264%	0.000%	218,468	218,468	2023-03-31
Swiss National Bank	0.217%	-2.266%	176,800	-4,100	2022-12-31

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Upstart Holdings Inc (UPST), owning a total of 2.4 million shares. Combined, the top 53 mutual fund holders of UPST own 31.97% of the company with a total of 28 million shares.

In the latest ownership report on November 30th 2024, the top 53 fund holders increased their combined ownership of UPST by 8 thousand shares. 1 funds bought 416 total additional shares and increased their ownership by an average of 0.11%. However 1 funds sold 8,200 total shares and decreased their ownership by an average of 2.9%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Upstart Holdings Inc decreased by a net total of -7,784 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Russell 2000 ETF	2.384%	0.000%	2,174,780	0	2024-11-30
iShares Russell 2000 Growth ETF	0.765%	0.000%	697,542	0	2024-11-30
Schwab US Small-Cap ETF™	0.415%	0.110%	378,581	416	2024-11-30
State St Russell Sm Cap® Indx SL Cl I	0.301%	-2.899%	274,700	-8,200	2024-11-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.581%	-0.436%	2,354,892	-10,304	2024-10-31
iShares Russell 2000 ETF	2.384%	0.000%	2,174,780	0	2024-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.500%	-0.118%	2,125,172	-2,508	2023-03-31
Vanguard Small Cap Index	2.091%	0.197%	1,907,398	3,750	2024-10-31
Vulcan Value Partners Large Cap Value	2.222%	-42.213%	1,819,602	-1,329,221	2022-06-30
Vanguard Institutional Extnd Mkt Idx Tr	1.266%	-0.359%	1,154,939	-4,161	2024-10-31
Vanguard Small Cap Growth Index Inv	1.150%	-0.141%	1,048,762	-1,482	2024-10-31
Global X Robotics & Artfcl Intllgnc ETF	1.078%	0.000%	983,110	0	2024-11-29
Vanguard Extended Market Index Investor	1.167%	-0.018%	978,643	-171	2023-08-31
Fidelity Small Cap Index	0.860%	-0.668%	784,264	-5,273	2024-09-30
iShares Russell 2000 Growth ETF	0.765%	0.000%	697,542	0	2024-11-30
Fidelity® Small Cap Index	0.817%	2.783%	694,949	18,815	2023-10-31
Morgan Stanley Inst Growth I	0.634%	0.000%	523,741	0	2022-12-31
Morgan Stanley Growth	0.634%	0.000%	523,741	0	2022-12-31
Morgan Stanley Growth SMA	0.634%	0.000%	523,741	0	2022-12-31
SPDR® S&P Kensho New Economies Comps ETF	0.540%	0.000%	492,832	0	2024-11-29
State St Russell Sm/Mid Cp® Indx NL Cl C	0.529%	-3.384%	482,578	-16,900	2024-10-31
Fidelity Extended Market Index	0.476%	-4.255%	433,929	-19,285	2024-10-31
Allspring (Lux) WW Glb L/SEq IPUSD Acc	0.440%	-4.112%	401,594	-17,221	2024-05-31
Fidelity® Extended Market Index	0.457%	1.217%	388,686	4,674	2023-11-30
Schwab US Small-Cap ETF™	0.415%	0.110%	378,581	416	2024-11-30
Vulcan Value Partners Small Cap Stra	0.460%	-7.627%	376,987	-31,125	2022-06-30
Morgan Stanley Inst Discovery I	0.452%	-4.836%	373,465	-18,977	2022-12-31
Morgan Stanley Discovery	0.452%	-4.836%	373,465	-18,977	2022-12-31
Vanguard Russell 2000 ETF	0.385%	-0.616%	351,165	-2,176	2024-10-31
BrighthouseI Morgan Stanley Discovery B	0.402%	0.000%	331,567	0	2022-12-31
Alger Weatherbie Specialized Growth A	0.359%	16.395%	327,314	46,104	2024-09-30
YieldMax Ultra Option Income Strat ETF	0.346%	0.000%	310,000	0	2024-09-30
State St Russell Sm Cap® Indx SL Cl I	0.301%	-2.899%	274,700	-8,200	2024-11-30
State St Russell Sm Cap® Indx NL Cl C	0.309%	-2.596%	258,900	-6,900	2023-09-30
WisdomTree Art Intelligence ETF USD Acc	0.261%	0.000%	238,322	0	2024-11-29
MS INVF US Growth I	0.281%	0.000%	232,422	0	2022-12-31
Sanlam Glb Artfcll Intlgc I USD UnH Acc	0.262%	0.000%	230,359	0	2024-05-31
Vulcan Value Equity USD	0.268%	-77.219%	221,674	-751,400	2022-06-30
NT R2000 Growth Index Fund - NL	0.244%	0.284%	218,219	618	2023-12-31
Robeco New World Financials D €	0.257%	0.000%	215,000	0	2023-06-30
iShares Russell Mid-Cap ETF	0.260%	5.742%	214,499	11,648	2023-06-21
Russell 1000 Index Fund	0.262%	55.821%	213,497	76,483	2022-06-30
Fidelity® Mid Cap Index	0.236%	0.766%	195,462	1,486	2023-05-31
NT R2000 Index Fund - NL	0.206%	6.949%	187,794	12,202	2024-09-30
Schwab Small Cap Index	0.203%	0.000%	184,734	0	2024-10-31
FT Nasdaq Artfcl Intllgnc and Rbtc ETF	0.192%	0.000%	174,999	0	2024-11-28
BlackRock Extended Mkt Composite	0.199%	-2.260%	168,896	-3,905	2023-09-30
iShares Russell 1000 Value ETF	0.200%	8.354%	164,972	12,719	2023-06-21
Morgan Stanley Insight	0.190%	-3.403%	157,298	-5,541	2022-12-31
Sanlam Artificial Intelligence X USD	0.189%	0.000%	156,391	0	2022-07-31
BlackRock Extended Equity Market K	0.182%	15.964%	150,630	20,736	2023-06-30
Liontrust Global Innovation C Acc GBP	0.181%	0.000%	150,000	150,000	2023-05-31
Vanguard Financials ETF	0.176%	-0.164%	145,259	-238	2023-04-30
Erikoissijoitusrahasto Asilo Argo I	0.166%	0.000%	137,250	137,250	2023-06-30
Fidelity Special Situations Series F	0.160%	-12.895%	132,400	-19,600	2023-03-31
Fidelity® Total Market Index	0.146%	0.000%	120,438	0	2023-04-30
iShares Russell Mid-Cap Value ETF	0.143%	-0.129%	118,119	-153	2023-05-31