Upstart Holdings Inc. (upst 0.25 08/15/26)
13F holders, Q3 2024 (September 30)4holders −1
0new positions
1sold out
$0.89avg. 13F price*
At the end of Q3 2024, 4 institutions reported holding Upstart Holdings Inc. (upst 0.25 08/15/26) in their 13F filings, down 1 from Q2 2024. 0 opened new positions and 1 sold out. The largest holders were Catalyst Capital Advisors LLC ($520K), Envestnet Asset Management Inc. ($43K) and Avantax Advisory Services, Inc. ($12K).
- 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $2.2M |
All 13F filers, Q2 2024 → Q3 2024: 2,764,000 shares sold, net −2,764,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Catalyst Capital Advisors LLC | 0.01% | No change | 584,000 | $520K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.8% | 49,000 | $43K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -18.8% | 13,000 | $12K |
| Sheaff Brock Investment Advisors, LLC | 0.00% | No change | 10,000 | $9K |
"% 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.