Upstart Holdings Inc. (upst 0.25 08/15/26)

13F holders, Q4 2024 (December 31)
1holders −3
1new positions
4sold out
$0.90avg. 13F price*

At the end of Q4 2024, 1 institutions reported holding Upstart Holdings Inc. (upst 0.25 08/15/26) in their 13F filings, down 3 from Q3 2024. 1 opened new positions and 4 sold out. The largest holder was IFG Advisory, LLC ($18K).

Company
Upstart Holdings Inc. (upst 0.25 08/15/26)
CUSIP
91680MAB3
Latest filing quarter
Q2 2026

History

Number of 13F holders

012345 Q1 2024: 5Q1 2024Q2 2024: 5Q2 2024Q3 2024: 4Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 2Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions1$18K
Exits4$583K

All 13F filers, Q3 2024 → Q4 2024: 20,000 shares bought and 656,000 shares sold, net −636,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

IFG Advisory, LLC 0.00% New 20,000 $18K

"% 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.