Upstart Holdings Inc. (upst 0.25 08/15/26)
13F holders, Q2 2024 (June 30)5holders
2new positions
2sold out
$0.79avg. 13F price*
At the end of Q2 2024, 5 institutions reported holding Upstart Holdings Inc. (upst 0.25 08/15/26) in their 13F filings, unchanged from Q1 2024. 2 opened new positions and 2 sold out. The largest holders were SMH Capital Advisors Inc. ($2.2M), Catalyst Capital Advisors LLC ($465K) and Envestnet Asset Management Inc. ($41K).
- Company
- Upstart Holdings Inc. (upst 0.25 08/15/26)
- CUSIP
- 91680MAB3
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.2M |
| Exits | 2 | $223K |
All 13F filers, Q1 2024 → Q2 2024: 2,951,000 shares bought and 285,000 shares sold, net +2,666,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| SMH Capital Advisors Inc. | 6.68% | New | 2,758,000 | $2.2M |
| Catalyst Capital Advisors LLC | 0.01% | Add +42.4% | 584,000 | $465K |
| Envestnet Asset Management Inc. | 0.00% | Add +6.1% | 52,000 | $41K |
| Avantax Advisory Services, Inc. | 0.00% | New | 16,000 | $13K |
| Sheaff Brock Investment Advisors, LLC | 0.00% | No change | 10,000 | $8K |
"% of holder's portfolio" is UPSTART HOLDINGS INC (UPST 0.25 08/15/26)'s weight in each manager's 13F, not the share of Upstart Holdings Inc. (upst 0.25 08/15/26) the manager owns.