Upstart HoldingsUPST
13F holders, Q1 2024 (March 31)278holders
4famous investors
$26.59avg. 13F price*
At the end of Q1 2024, 278 institutions reported holding Upstart Holdings Inc. (UPST) in their 13F filings. The largest holders were Vanguard Group Inc. ($191.7M), BlackRock Inc. ($143.7M) and Morgan Stanley ($60.7M). 4 famous investors held it, including Philippe Laffont (0.1% of Coatue Management's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Steve Cohen (0.1% of Point72 Asset Management's portfolio).
- Company
- Upstart Holdings Inc.
- CUSIP
- 91680M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $39.2M |
| Exits | 86 | $66.9M |
Ownership 278 holders
| Vanguard Group Inc. | 0.00% | Add +1.6% | 7,128,975 | $191.7M |
| BlackRock Inc. | 0.00% | Reduce -3.4% | 5,344,966 | $143.7M |
| Morgan Stanley | 0.00% | Add +5.8% | 2,256,367 | $60.7M |
| D. E. Shaw & Co. | 0.08% | Reduce -39.0% | 2,027,470 | $54.5M |
| State Street Corp. | 0.00% | Add +1.8% | 1,868,180 | $50.2M |
| Geode Capital Management, LLC | 0.00% | Add +4.0% | 1,667,029 | $44.8M |
| Susquehanna International Group, LLP | 0.06% | Add +4046.8% | 1,459,041 | $39.2M |
| Voloridge Investment Management, LLC | 0.10% | Add +0.4% | 1,018,527 | $27.4M |
| Coatue Management | 0.09% | Add +27.2% | 870,947 | $23.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -30.8% | 836,186 | $22.5M |
| Point72 Asset Management | 0.06% | New | 746,645 | $20.1M |
| Northern Trust Corp. | 0.00% | Reduce -6.7% | 664,077 | $17.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.6% | 582,602 | $15.7M |
| Barclays PLC | 0.01% | Add +35.2% | 570,049 | $15.3M |
| Jane Street Group, LLC | 0.02% | Reduce -71.1% | 553,195 | $14.9M |
| Bank of Montreal | 0.00% | Reduce -62.5% | 521,459 | $14.0M |
| Fred Alger Management, LLC | 0.07% | Add +84.3% | 507,526 | $13.6M |
| Citadel Advisors | 0.01% | Reduce -2.0% | 497,512 | $13.4M |
| Bank of America Corp. | 0.00% | Reduce -65.0% | 473,224 | $12.7M |
| First Trust Advisors LP | 0.01% | Add +46.0% | 458,697 | $12.3M |
| Marshall Wace, LLP | 0.02% | Add +233.2% | 457,103 | $12.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -20.9% | 805,240 | $10.9M |
| Pathstone Holdings, LLC | 0.05% | Add +0.1% | 395,765 | $10.6M |
| Norges Bank | 0.00% | Reduce -37.5% | 290,696 | $7.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -9.1% | 236,224 | $6.4M |
| Liontrust Investment Partners LLP | 0.09% | Add +48.4% | 230,000 | $6.2M |
| Azora Capital LP | 0.41% | New | 210,241 | $5.7M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -0.4% | 204,057 | $5.5M |
| Seven Eight Capital, LP | 0.53% | Add +349.1% | 189,385 | $5.1M |
| Zweig-DiMenna Associates LLC | 0.45% | No change | 188,693 | $5.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Add +189.5% | 176,116 | $4.7M |
| Swiss National Bank | 0.00% | Add +1.6% | 142,700 | $3.8M |
| Capital Fund Management S.A. | 0.05% | New | 139,154 | $3.7M |
| Optiver Holding B.V. | 0.15% | Add +98.8% | 131,810 | $3.5M |
| UBS Group AG | 0.00% | Add +43.1% | 119,445 | $3.2M |
| Rhumbline Advisers | 0.00% | Add +3.2% | 106,311 | $2.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -45.5% | 101,781 | $2.7M |
| Magnetar Financial LLC | 0.07% | Add +1106.7% | 97,281 | $2.6M |
| Edgestream Partners, L.P. | 0.11% | Add +173.2% | 82,737 | $2.2M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Add +33.1% | 78,399 | $2.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -17.3% | 76,150 | $2.0M |
| California State Teachers Retirement System | 0.00% | Reduce -4.1% | 72,491 | $1.9M |
| Legal & General Group Plc | 0.00% | Add +1.1% | 72,349 | $1.9M |
| Credit Suisse AG/ | 0.00% | Reduce -0.3% | 71,570 | $1.9M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -18.6% | 70,848 | $1.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.5% | 70,462 | $1.9M |
| Invesco Ltd. | 0.00% | Reduce -37.0% | 69,642 | $1.9M |
| LPL Financial LLC | 0.00% | Add +10.8% | 65,010 | $1.7M |
| Two Sigma Securities, LLC | 0.08% | New | 63,687 | $1.7M |
| Compound Planning, Inc. | 0.15% | Reduce -0.1% | 58,603 | $1.6M |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 57,356 | $1.5M |
| Deutsche Bank AG | 0.00% | Reduce -25.7% | 56,608 | $1.5M |
| Citigroup Inc. | 0.00% | Reduce -11.3% | 54,967 | $1.5M |
| Squarepoint Ops LLC | 0.01% | Reduce -79.2% | 54,243 | $1.5M |
| Wells Fargo & Company | 0.00% | Add +18.3% | 50,560 | $1.4M |
| Entropy Technologies, LP | 0.14% | New | 50,501 | $1.4M |
| Eschler Asset Management LLP | 0.87% | New | 50,000 | $1.3M |
| CTC LLC | 0.02% | Add +31.7% | 49,697 | $1.3M |
| WMG Financial Advisors, LLC | 0.76% | Reduce -3.9% | 49,132 | $1.3M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +288.4% | 79,922 | $1.3M |
| Balyasny Asset Management L.P. | 0.00% | Add +127.8% | 46,624 | $1.3M |
| Capital Impact Advisors, LLC | 1.55% | Reduce -8.8% | 44,369 | $1.2M |
| Mariner, LLC | 0.00% | Add +2.4% | 42,601 | $1.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.0% | 42,350 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.2% | 41,444 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.7% | 41,325 | $1.1M |
| Composition Wealth, LLC | 0.03% | Add +0.2% | 40,370 | $1.1M |
| Gryphon Financial Partners LLC | 0.18% | Reduce -20.0% | 40,000 | $1.1M |
| Cubist Systematic Strategies, LLC | 0.01% | Add +242.8% | 39,981 | $1.1M |
| TCI Wealth Advisors, Inc. | 0.11% | Add +18.0% | 39,971 | $1.1M |
| Bailard, Inc. | 0.03% | Reduce -0.6% | 39,297 | $1.1M |
| Level Four Advisory Services, LLC | 0.06% | No change | 25,763 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | No change | 38,182 | $1.0M |
| Manchester Capital Management LLC | 0.12% | Add +5.5% | 37,325 | $1.0M |
| Two Sigma Investments, LP | 0.00% | Reduce -96.5% | 37,300 | $1.0M |
| American International Group, Inc. | 0.00% | Add +0.5% | 36,599 | $984K |
| Headlands Technologies LLC | 0.23% | Add +598.6% | 36,181 | $973K |
| Legacy Capital Group California, Inc. | 0.36% | Reduce -2.5% | 35,831 | $963K |
| Coastal Bridge Advisors, LLC | 0.22% | No change | 35,688 | $960K |
| MML Investors Services, LLC | 0.00% | Reduce -0.8% | 35,022 | $942K |
| Verition Fund Management LLC | 0.01% | New | 33,670 | $905K |
| Janus Henderson Group PLC | 0.00% | Add +0.1% | 32,609 | $876K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.6% | 32,430 | $872K |
| SVB Wealth LLC | 0.02% | Reduce -40.4% | 31,356 | $843K |
| Maxi Investments CY Ltd | 0.22% | No change | 30,100 | $809K |
| New York State Common Retirement Fund | 0.00% | Reduce -0.1% | 29,685 | $798K |
| Harbor Capital Advisors, Inc. | 0.10% | New | 29,198 | $785K |
| Walleye Trading LLC | 0.01% | New | 27,701 | $745K |
| Tyler-Stone Wealth Management | 0.33% | Reduce -0.9% | 27,667 | $744K |
| Creative Planning | 0.00% | Add +3.2% | 27,651 | $744K |
| Hilltop Holdings Inc. | 0.08% | Reduce -22.6% | 27,610 | $742K |
| SG Americas Securities, LLC | 0.00% | Reduce -19.1% | 27,343 | $735K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 26,600 | $715K |
| Dimensional Fund Advisors LP | 0.00% | Add +4.1% | 26,037 | $700K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.3% | 24,679 | $664K |
| Quantbot Technologies LP | 0.04% | New | 24,457 | $658K |
| Voya Investment Management LLC | 0.00% | Reduce -17.7% | 23,927 | $643K |
| HSBC Holdings PLC | 0.00% | Reduce -19.5% | 23,769 | $639K |
| Prospera Financial Services Inc | 0.02% | Reduce -18.1% | 21,844 | $587K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -0.1% | 21,700 | $584K |
| Brevan Howard Capital Management LP | 0.05% | Add +31.9% | 21,066 | $566K |
| Cetera Investment Advisers | 0.00% | Add +189.9% | 20,723 | $557K |
| Shelton Capital Management | 0.02% | Reduce -1.0% | 20,000 | $538K |
| Arizona State Retirement System | 0.00% | Reduce -0.3% | 19,869 | $534K |
| Osaic Holdings, Inc. | 0.00% | Reduce -31.5% | 18,924 | $509K |
| Wolverine Trading, LLC | 0.01% | Add +120.5% | 18,764 | $505K |
| Private Advisor Group, LLC | 0.00% | Add +13.6% | 17,936 | $482K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -25.2% | 17,732 | $477K |
| Ameriprise Financial Inc. | 0.00% | Reduce -22.0% | 17,278 | $465K |
| Inspire Advisors, LLC | 0.06% | Add +5.8% | 16,143 | $434K |
| Royal Bank of Canada | 0.00% | Reduce -55.4% | 16,108 | $433K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 15,400 | $414K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -10.5% | 15,359 | $413K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -17.3% | 15,189 | $408K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.0% | 15,161 | $408K |
| Handelsbanken Fonder AB | 0.00% | Add +24.2% | 14,900 | $401K |
| Apollon Wealth Management, LLC | 0.01% | Add +18.0% | 14,853 | $399K |
| Wedbush Securities Inc. | 0.01% | Add +151.8% | 13,605 | $366K |
| ProShare Advisors LLC | 0.00% | Add +10.1% | 13,342 | $359K |
| Capital Advantage, Inc. | 0.07% | Reduce -0.0% | 12,365 | $339K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.6% | 12,550 | $337K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.4% | 11,761 | $316K |
| Marex Group Ltd | 0.01% | Reduce -8.1% | 11,379 | $306K |
| HRT Financial LP | 0.00% | New | 11,189 | $300K |
| Marathon Trading Investment Management LLC | 0.12% | New | 11,000 | $296K |
| Fiducient Advisors LLC | 0.06% | New | 11,000 | $296K |
| Baader Bank Aktiengesellschaft | 0.02% | Reduce -2.4% | 11,000 | $296K |
| XTX Topco Ltd | 0.04% | New | 10,663 | $287K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -1.6% | 10,587 | $285K |
| Kercheville Advisors, LLC | 0.13% | No change | 10,000 | $269K |
| Principal Financial Group Inc. | 0.00% | Add +18.1% | 9,983 | $268K |
| Cresset Asset Management, LLC | 0.00% | New | 9,973 | $268K |
| Truist Financial Corp. | 0.00% | Reduce -18.1% | 9,859 | $265K |
| Victory Capital Management Inc. | 0.00% | Add +0.0% | 9,755 | $262K |
| Quantinno Capital Management LP | 0.01% | New | 9,715 | $261K |
| Walleye Capital LLC | 0.00% | Reduce -62.9% | 9,517 | $256K |
| Two Sigma Advisers, LP | 0.00% | Reduce -96.2% | 8,800 | $237K |
| Gemmer Asset Management LLC | 0.03% | Add +8.2% | 8,792 | $236K |
| NFSG Corp | 0.10% | Add +82.9% | 8,689 | $234K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -79.7% | 8,577 | $231K |
| US Bancorp \de | 0.00% | Add +120.5% | 8,530 | $229K |
| Capstone Investment Advisors, LLC | 0.01% | New | 8,438 | $227K |
| Parallax Volatility Advisers, L.P. | 0.01% | Reduce -58.1% | 8,317 | $224K |
| Strategic Family Wealth Counselors, L.L.C. | 0.08% | No change | 7,992 | $215K |
| Summit Financial Strategies, Inc. | 0.03% | Add +16.8% | 7,916 | $213K |
| Graham Capital Management, L.P. | 0.01% | New | 7,808 | $210K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 7,582 | $204K |
| Orion Capital Management LLC | 0.10% | Add +26.3% | 7,200 | $194K |
| FMR LLC | 0.00% | Reduce -47.1% | 7,058 | $190K |
| Arcadia Investment Management Corp. | 0.03% | No change | 6,515 | $175K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,524 | $149K |
| AdvisorNet Financial, Inc | 0.01% | No change | 5,165 | $139K |
| National Bank of Canada | 0.00% | Add +10.6% | 5,450 | $138K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -8.8% | 4,995 | $134K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -3.7% | 4,566 | $123K |
| EMC Capital Management | 0.07% | Add +16.2% | 4,300 | $109K |
| Westside Investment Management, Inc. | 0.03% | No change | 4,050 | $108K |
| Metropolitan Life Insurance Co | 0.00% | Reduce -3.4% | 4,021 | $108K |
| Cassady Schiller Wealth Management, LLC | 0.04% | Add +17.8% | 3,236 | $87K |
| NewEdge Advisors, LLC | 0.00% | Reduce -9.8% | 3,145 | $85K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -96.0% | 2,869 | $77K |
| Amalgamated Bank | 0.00% | Reduce -76.5% | 2,428 | $65K |
| Comerica Bank | 0.00% | Add +144.0% | 2,313 | $62K |
| Asset Management One Co., Ltd. | 0.00% | Add +73.2% | 2,310 | $62K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -6.1% | 2,248 | $60K |
| GS Investments, Inc. | 0.03% | No change | 2,000 | $54K |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.4% | 1,947 | $52K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +80.6% | 1,743 | $47K |
| Leonteq Securities AG | 0.01% | Reduce -23.9% | 1,734 | $47K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +228.3% | 1,704 | $46K |
| KBC Group NV | 0.00% | No change | 1,646 | $44K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 1,600 | $43K |
| ICA Group Wealth Management, LLC | 0.01% | Add +3.4% | 1,536 | $41K |
| Natixis | 0.00% | Reduce -74.9% | 1,441 | $39K |
| Farther Finance Advisors, LLC | 0.00% | Add +15.3% | 1,297 | $34K |
| Parallel Advisors, LLC | 0.00% | Add +14.1% | 1,247 | $34K |
| Ancora Advisors LLC | 0.00% | No change | 1,200 | $32K |
| Storebrand Asset Management As | 0.00% | Reduce -25.0% | 1,135 | $31K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -17.8% | 1,018 | $27K |
| Albion Financial Group | 0.00% | No change | 1,000 | $27K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | Reduce -45.4% | 990 | $27K |
| Signaturefd, LLC | 0.00% | Reduce -18.5% | 897 | $24K |
| Cwm, LLC | 0.00% | Reduce -20.0% | 905 | $24K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 850 | $23K |
| Cutler Group LLC / CA | 0.01% | Add +713.0% | 813 | $21K |
| Shell Asset Management Co. | 0.00% | Reduce -5.6% | 877 | $21K |
| Quadrant Capital Group LLC | 0.00% | Reduce -4.2% | 705 | $19K |
| GAMMA Investing LLC | 0.00% | Add +1.5% | 614 | $17K |
| Fifth Third Bancorp | 0.00% | No change | 600 | $16K |
| AlphaQuest LLC | 0.00% | Add +545.5% | 568 | $15K |
| Broadwater Capital Management LLC | 0.01% | No change | 500 | $13K |
| IFP Advisors, Inc | 0.00% | Reduce -3.9% | 490 | $13K |
| Custom Portfolio Group LLC | 0.01% | Add +100.0% | 482 | $13K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 470 | $13K |
| Versant Capital Management, Inc | 0.00% | Reduce -15.9% | 428 | $12K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -16.8% | 337 | $9K |
| Quent Capital, LLC | 0.00% | Reduce -0.6% | 335 | $9K |
| Optimum Investment Advisors | 0.00% | Reduce -44.6% | 310 | $8K |
| Bear Mountain Capital, Inc. | 0.00% | No change | 369 | $8K |
| Covestor Ltd | 0.01% | Reduce -0.3% | 306 | $8K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 300 | $8K |
| Hantz Financial Services, Inc. | 0.00% | Add +8.8% | 248 | $7K |
| Larson Financial Group LLC | 0.00% | Add +64.5% | 255 | $7K |
| WR Wealth Planners, LLC | 0.00% | New | 246 | $7K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 150 | $6K |
| Banque Cantonale Vaudoise | 0.00% | No change | 215 | $6K |
| Lazard Asset Management LLC | 0.00% | New | 241 | $6K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -60.0% | 213 | $6K |
| Lindbrook Capital, LLC | 0.00% | Reduce -36.6% | 211 | $6K |
| Rise Advisors, LLC | 0.00% | No change | 210 | $6K |
| Allworth Financial LP | 0.00% | Add +13.8% | 206 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 200 | $5K |
| City State Bank | 0.00% | No change | 200 | $5K |
| T. Rowe Price Investment Management, Inc. | 0.00% | New | 151 | $5K |
| Colonial Trust Advisors | 0.00% | No change | 178 | $5K |
| Adirondack Trust Co. | 0.00% | No change | 150 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -43.6% | 136 | $4K |
| Venturi Wealth Management, LLC | 0.00% | Add +53.1% | 124 | $3K |
| PayPay Securities Corp | 0.16% | Add +45.0% | 116 | $3K |
| Vima LLC | 0.00% | Add +45.7% | 188 | $3K |
| Macroview Investment Management LLC | 0.00% | New | 100 | $3K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 100 | $3K |
| Heritage Wealth Advisors | 0.00% | No change | 100 | $3K |
| Main Street Group, LTD | 0.00% | No change | 100 | $3K |
| CIBC Private Wealth Group LLC | 0.00% | New | 100 | $3K |
| Spire Wealth Management | 0.00% | Reduce -42.5% | 96 | $3K |
| Kelly Financial Services LLC | 0.00% | No change | 90 | $2K |
| Global Retirement Partners, LLC | 0.00% | No change | 82 | $2K |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | No change | 81 | $2K |
| POM Investment Strategies, LLC | 0.00% | No change | 73 | $2K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -6.5% | 72 | $2K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 61 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 60 | $2K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -59.2% | 60 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -10.9% | 57 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -39.8% | 50 | $1K |
| Financial Freedom, LLC | 0.00% | No change | 50 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 50 | $1K |
| Marquette Asset Management, LLC | 0.00% | New | 50 | $1K |
| Nvwm, LLC | 0.00% | No change | 43 | $1K |
| Pacifica Partners Inc. | 0.00% | No change | 44 | $1K |
| Anchor Investment Management, LLC | 0.00% | No change | 41 | $1K |
| Sandy Spring Bank | 0.00% | Reduce -29.8% | 40 | $1K |
| Gould Capital, LLC | 0.00% | No change | 38 | $1K |
| West Oak Capital, LLC | 0.00% | No change | 25 | $1K |
| Avion Wealth | 0.00% | Reduce -52.4% | 30 | $1K |
| Tsfg, LLC | 0.00% | Reduce -83.8% | 35 | $1K |
| Clearstead Advisors, LLC | 0.00% | No change | 35 | $961 |
| Montag A & Associates Inc. | 0.00% | New | 34 | $915 |
| Archer Investment Corp | 0.00% | No change | 34 | $914 |
| Nemes Rush Group LLC | 0.00% | No change | 31 | $834 |
| St Germain D J Co. Inc. | 0.00% | No change | 30 | $807 |
| Bell Investment Advisors, Inc | 0.00% | No change | 29 | $780 |
| LifeSteps Financial, Inc. | 0.00% | New | 27 | $726 |
| Caldwell Sutter Capital, Inc. | 0.00% | Reduce -40.5% | 25 | $672 |
| Highline Wealth Partners LLC | 0.00% | New | 23 | $618 |
| Missouri Trust & Investment Co | 0.00% | No change | 22 | $592 |
| CoreCap Advisors, LLC | 0.00% | New | 22 | $592 |
| REAP Financial Group, LLC | 0.00% | No change | 20 | $538 |
| Gradient Investments LLC | 0.00% | No change | 19 | $511 |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 18 | $485 |
| Sawyer & Company, Inc | 0.00% | No change | 17 | $457 |
| Gen-Wealth Partners Inc | 0.00% | — | 15 | $403 |
| Global Financial Private Client, LLC | 0.00% | No change | 15 | $396 |
| Avior Wealth Management, LLC | 0.00% | Add +600.0% | 14 | $376 |
| Huntington National Bank | 0.00% | No change | 13 | $350 |
| Castleview Partners, LLC | 0.00% | No change | 10 | $269 |
| Rothschild Investment LLC | 0.00% | New | 10 | $269 |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 5 | $204 |
| Addison Advisors LLC | 0.00% | No change | 4 | $108 |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 4 | $108 |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 4 | $107 |
| Financial Synergies Wealth Advisors, Inc. | 0.00% | Add +50.0% | 3 | $81 |
| Pathway Financial Advisers, LLC | 0.00% | No change | 2 | $53 |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -90.0% | 2 | $44 |
| Elequin Capital, LP | 0.00% | New | 1 | $27 |
| Continuum Advisory, LLC | 0.00% | New | 1 | $26 |
| Impact Partnership Wealth, LLC | 0.00% | No change | 1 | $15 |
"% of holder's portfolio" is UPST's weight in each manager's 13F, not the share of Upstart Holdings Inc. the manager owns.