Upstart HoldingsUPST
13F holders, Q2 2024 (June 30)275holders −3
40new positions
43sold out
4famous investors
$23.59avg. 13F price*
At the end of Q2 2024, 275 institutions reported holding Upstart Holdings Inc. (UPST) in their 13F filings, down 3 from Q1 2024. 40 opened new positions and 43 sold out. The largest holders were Vanguard Group Inc. ($172.2M), BlackRock Inc. ($133.6M) and State Street Corp. ($53.4M). 4 famous investors held it, including Philippe Laffont (0.1% of Coatue Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Upstart Holdings Inc.
- CUSIP
- 91680M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $21.9M |
| Exits | 43 | $36.0M |
All 13F filers, Q1 2024 → Q2 2024: 5,356,754 shares bought and 5,323,772 shares sold, net +32,982 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 275 holders
| Vanguard Group Inc. | 0.00% | Add +2.4% | 7,299,317 | $172.2M |
| BlackRock Inc. | 0.00% | Add +6.0% | 5,664,303 | $133.6M |
| State Street Corp. | 0.00% | Add +21.2% | 2,263,422 | $53.4M |
| Geode Capital Management, LLC | 0.00% | Add +7.2% | 1,787,292 | $42.2M |
| Susquehanna International Group, LLP | 0.06% | Add +4.6% | 1,526,681 | $36.0M |
| Morgan Stanley | 0.00% | Reduce -34.4% | 1,479,858 | $34.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +68.4% | 1,407,925 | $33.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.07% | — | 1,249,284 | $29.5M |
| Bank of America Corp. | 0.00% | Add +134.7% | 1,110,614 | $26.2M |
| Voloridge Investment Management, LLC | 0.09% | Add +5.6% | 1,075,378 | $25.4M |
| D. E. Shaw & Co. | 0.03% | Reduce -56.1% | 889,527 | $21.0M |
| Coatue Management | 0.08% | No change | 870,947 | $20.5M |
| Northern Trust Corp. | 0.00% | Reduce -2.3% | 648,909 | $15.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +4.8% | 610,824 | $14.4M |
| Jane Street Group, LLC | 0.01% | Reduce -9.4% | 501,240 | $11.8M |
| Citadel Advisors | 0.01% | Reduce -0.1% | 497,207 | $11.7M |
| Fred Alger Management, LLC | 0.06% | Reduce -3.0% | 492,423 | $11.6M |
| Bank of Montreal | 0.00% | Reduce -14.1% | 447,726 | $10.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Add +151.6% | 443,101 | $10.5M |
| Two Sigma Investments, LP | 0.02% | Add +985.4% | 404,843 | $9.6M |
| Pathstone Holdings, LLC | 0.04% | Reduce -0.1% | 395,289 | $9.3M |
| UBS Group AG | 0.00% | Add +225.3% | 388,585 | $9.2M |
| Azora Capital LP | 0.50% | Add +76.6% | 371,308 | $8.8M |
| First Trust Advisors LP | 0.01% | Reduce -19.1% | 371,102 | $8.8M |
| Marshall Wace, LLP | 0.01% | Reduce -21.6% | 358,459 | $8.5M |
| Norges Bank | 0.00% | Add +2.0% | 296,389 | $7.0M |
| Liontrust Investment Partners LLP | 0.10% | Add +26.1% | 290,000 | $6.8M |
| Bank of New York Mellon Corp | 0.00% | Add +15.3% | 272,430 | $6.4M |
| Millennium Management | 0.01% | New | 262,396 | $6.2M |
| Kodai Capital Management LP | 0.11% | New | 255,039 | $6.0M |
| Capital Fund Management S.A. | 0.06% | Add +73.2% | 241,029 | $5.7M |
| Seven Eight Capital, LP | 0.55% | Add +18.1% | 223,608 | $5.3M |
| Nuveen Asset Management, LLC | 0.00% | Add +4.4% | 213,008 | $5.0M |
| Two Sigma Securities, LLC | 0.17% | Add +135.5% | 149,974 | $3.5M |
| Barclays PLC | 0.00% | Reduce -73.7% | 149,809 | $3.5M |
| SG Americas Securities, LLC | 0.02% | Add +442.1% | 148,214 | $3.5M |
| Swiss National Bank | 0.00% | Add +1.3% | 144,500 | $3.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +85.4% | 130,655 | $3.1M |
| IMC-Chicago, LLC | 0.10% | New | 126,577 | $3.0M |
| Rhumbline Advisers | 0.00% | Add +7.0% | 113,697 | $2.7M |
| JPMorgan Chase & Co. | 0.00% | Add +7.8% | 109,678 | $2.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +35.1% | 95,717 | $2.3M |
| Alliancebernstein L.P. | 0.00% | Add +15.5% | 87,980 | $2.1M |
| Balyasny Asset Management L.P. | 0.01% | Add +82.6% | 85,126 | $2.0M |
| Optiver Holding B.V. | 0.03% | Reduce -42.9% | 75,327 | $1.8M |
| Robeco Institutional Asset Management B.V. | 0.00% | Add +30.8% | 75,000 | $1.8M |
| Two Sigma Advisers, LP | 0.00% | Add +747.7% | 74,600 | $1.8M |
| Quantinno Capital Management LP | 0.03% | Add +650.0% | 72,861 | $1.7M |
| California State Teachers Retirement System | 0.00% | Reduce -0.7% | 71,960 | $1.7M |
| Legal & General Group Plc | 0.00% | Reduce -0.6% | 71,901 | $1.7M |
| Invesco Ltd. | 0.00% | Add +2.4% | 71,338 | $1.7M |
| LPL Financial LLC | 0.00% | Reduce -0.7% | 64,553 | $1.5M |
| Compound Planning, Inc. | 0.10% | Add +0.7% | 59,009 | $1.4M |
| Headlands Technologies LLC | 0.15% | Add +61.9% | 58,571 | $1.4M |
| Eschler Asset Management LLP | 1.06% | No change | 50,000 | $1.3M |
| Simplex Trading, LLC | 0.04% | New | 53,729 | $1.3M |
| Wolverine Trading, LLC | 0.02% | Add +182.2% | 52,959 | $1.2M |
| BIT Capital GmbH | 0.10% | New | 48,483 | $1.1M |
| Wells Fargo & Company | 0.00% | Reduce -5.3% | 47,899 | $1.1M |
| Citigroup Inc. | 0.00% | Reduce -14.4% | 47,022 | $1.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.3% | 45,862 | $1.1M |
| Deutsche Bank AG | 0.00% | Reduce -19.2% | 45,714 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.5% | 45,387 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | Add +17.1% | 44,713 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +7.2% | 44,301 | $1.0M |
| WMG Financial Advisors, LLC | 0.55% | Reduce -11.0% | 43,732 | $1.0M |
| Manchester Capital Management LLC | 0.12% | Add +17.1% | 43,691 | $1.0M |
| TCI Wealth Advisors, Inc. | 0.09% | Add +5.1% | 42,024 | $991K |
| Corebridge Financial, Inc. | 0.01% | — | 41,441 | $978K |
| Baader Bank Aktiengesellschaft | 0.08% | Add +273.8% | 41,115 | $969K |
| MML Investors Services, LLC | 0.00% | Add +16.4% | 40,779 | $962K |
| Composition Wealth, LLC | 0.02% | Add +0.2% | 40,440 | $954K |
| Bailard, Inc. | 0.03% | No change | 39,297 | $927K |
| Brevan Howard Capital Management LP | 0.06% | Add +83.5% | 38,663 | $912K |
| Coastal Bridge Advisors, LLC | 0.21% | No change | 35,688 | $842K |
| WINTON GROUP Ltd | 0.06% | New | 35,661 | $841K |
| Legacy Capital Group California, Inc. | 0.29% | Reduce -4.1% | 34,366 | $811K |
| New York State Common Retirement Fund | 0.00% | Add +14.6% | 34,026 | $803K |
| HSBC Holdings PLC | 0.00% | Add +44.6% | 34,383 | $799K |
| Janus Henderson Group PLC | 0.00% | Reduce -1.2% | 32,227 | $760K |
| Maxi Investments CY Ltd | 0.16% | No change | 30,100 | $710K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.3% | 30,045 | $709K |
| Gryphon Financial Partners LLC | 0.11% | Reduce -25.0% | 30,000 | $708K |
| Independent Advisor Alliance | 0.02% | New | 29,455 | $695K |
| Tyler-Stone Wealth Management | 0.28% | Add +3.4% | 28,617 | $675K |
| Mariner, LLC | 0.00% | Reduce -36.4% | 27,093 | $639K |
| Osaic Holdings, Inc. | 0.00% | Add +42.7% | 27,007 | $637K |
| Mercer Global Advisors Inc. | 0.00% | Add +9.6% | 27,049 | $635K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 26,600 | $627K |
| SVB Wealth LLC | 0.02% | Reduce -16.1% | 26,300 | $620K |
| Creative Planning | 0.00% | Reduce -5.4% | 26,169 | $617K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -1.5% | 25,645 | $605K |
| Voya Investment Management LLC | 0.00% | Add +5.8% | 25,317 | $597K |
| Jacobs Levy Equity Management, Inc. | 0.00% | New | 24,245 | $572K |
| Tidal Investments LLC | 0.01% | New | 22,029 | $520K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -74.3% | 20,576 | $485K |
| Arizona State Retirement System | 0.00% | Add +3.5% | 20,567 | $485K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -5.3% | 20,540 | $485K |
| Shelton Capital Management | 0.01% | No change | 20,000 | $472K |
| ProShare Advisors LLC | 0.00% | Add +49.1% | 19,894 | $469K |
| Envestnet Asset Management Inc. | 0.00% | Add +9.8% | 19,467 | $459K |
| Quantbot Technologies LP | 0.02% | Reduce -22.3% | 19,012 | $448K |
| Magnetar Financial LLC | 0.01% | Reduce -80.5% | 18,964 | $447K |
| Cetera Investment Advisers | 0.00% | Reduce -10.5% | 18,542 | $437K |
| Royal Bank of Canada | 0.00% | Add +14.8% | 18,488 | $436K |
| Gemmer Asset Management LLC | 0.05% | Add +110.0% | 18,461 | $435K |
| Prospera Financial Services Inc | 0.01% | Reduce -16.9% | 18,147 | $428K |
| Fiducient Advisors LLC | 0.06% | Add +63.6% | 18,000 | $425K |
| Rafferty Asset Management, LLC | 0.00% | Add +15.6% | 17,747 | $419K |
| Walleye Trading LLC | 0.01% | Reduce -36.8% | 17,522 | $413K |
| Ameriprise Financial Inc. | 0.00% | Add +1.1% | 17,471 | $412K |
| Private Advisor Group, LLC | 0.00% | Reduce -6.9% | 16,704 | $394K |
| Inspire Advisors, LLC | 0.05% | Add +3.0% | 16,623 | $392K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +7.0% | 16,484 | $389K |
| Zweig-DiMenna Associates LLC | 0.04% | Reduce -91.3% | 16,319 | $385K |
| Apollon Wealth Management, LLC | 0.01% | Add +6.2% | 15,778 | $372K |
| CTC LLC | 0.03% | Reduce -68.7% | 15,555 | $367K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +439.6% | 15,480 | $365K |
| Cresset Asset Management, LLC | 0.00% | Add +55.2% | 15,479 | $365K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -98.1% | 15,316 | $362K |
| Harbour Investments, Inc. | 0.01% | Add +0.1% | 15,178 | $358K |
| Handelsbanken Fonder AB | 0.00% | No change | 14,900 | $351K |
| Janney Montgomery Scott LLC | 0.00% | New | 14,773 | $348K |
| Capital Advantage, Inc. | 0.07% | Add +15.2% | 14,246 | $331K |
| Advisory Services Network, LLC | 0.01% | Reduce -1.1% | 12,412 | $293K |
| Marex Group Ltd | 0.01% | Add +8.8% | 12,379 | $292K |
| Harbor Capital Advisors, Inc. | 0.02% | Reduce -62.2% | 11,041 | $260K |
| Nomura Holdings Inc. | 0.00% | New | 10,844 | $256K |
| Algert Global LLC | 0.01% | New | 10,816 | $255K |
| Principal Financial Group Inc. | 0.00% | Add +4.2% | 10,405 | $245K |
| Kercheville Advisors, LLC | 0.10% | No change | 10,000 | $236K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -16.7% | 9,799 | $231K |
| Victory Capital Management Inc. | 0.00% | Reduce -0.1% | 9,746 | $230K |
| NFSG Corp | 0.08% | Add +10.4% | 9,589 | $226K |
| Leonteq Securities AG | 0.03% | Add +446.1% | 9,470 | $223K |
| Independent Financial Group, LLC | 0.01% | New | 9,440 | $223K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -11.4% | 9,379 | $221K |
| Truist Financial Corp. | 0.00% | Reduce -6.8% | 9,185 | $217K |
| Summit Financial Strategies, Inc. | 0.03% | Add +15.9% | 9,176 | $216K |
| Pictet Asset Management Holding SA | 0.00% | No change | 8,577 | $202K |
| Gsa Capital Partners LLP | 0.01% | New | 8,554 | $202K |
| US Bancorp \de | 0.00% | Reduce -3.9% | 8,197 | $193K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 7,582 | $179K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +44.9% | 7,236 | $171K |
| Parallax Volatility Advisers, L.P. | 0.00% | Reduce -14.4% | 7,116 | $168K |
| EMC Capital Management | 0.08% | Add +46.5% | 6,300 | $145K |
| National Bank of Canada | 0.00% | Add +6.4% | 5,800 | $133K |
| International Assets Investment Management, LLC | 0.01% | New | 5,570 | $131K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,524 | $130K |
| Orion Capital Management LLC | 0.07% | Reduce -26.5% | 5,290 | $125K |
| AdvisorNet Financial, Inc | 0.01% | No change | 5,165 | $122K |
| FMR LLC | 0.00% | Reduce -30.0% | 4,943 | $117K |
| Cassady Schiller Wealth Management, LLC | 0.04% | Add +29.6% | 4,193 | $99K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -8.8% | 4,166 | $98K |
| Jones Financial Companies LLLP | 0.00% | New | 4,057 | $96K |
| Westside Investment Management, Inc. | 0.02% | No change | 4,050 | $96K |
| Bogart Wealth, LLC | 0.00% | New | 3,500 | $83K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +96.2% | 3,420 | $81K |
| NewEdge Advisors, LLC | 0.00% | Reduce -12.1% | 2,764 | $65K |
| Daiwa Securities Group Inc. | 0.00% | Add +18.2% | 2,657 | $63K |
| Amalgamated Bank | 0.00% | Add +7.4% | 2,607 | $61K |
| KBC Group NV | 0.00% | Add +53.0% | 2,518 | $59K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -0.1% | 2,307 | $54K |
| GAMMA Investing LLC | 0.01% | Add +259.0% | 2,204 | $52K |
| Comerica Bank | 0.00% | Reduce -6.8% | 2,155 | $51K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -16.9% | 1,619 | $38K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 1,600 | $38K |
| Anfield Capital Management, LLC | 0.02% | New | 1,416 | $33K |
| Ancora Advisors LLC | 0.00% | No change | 1,200 | $28K |
| Storebrand Asset Management As | 0.00% | No change | 1,135 | $27K |
| Parallel Advisors, LLC | 0.00% | Reduce -9.3% | 1,131 | $27K |
| Cwm, LLC | 0.00% | Add +12.9% | 1,022 | $24K |
| Albion Financial Group | 0.00% | No change | 1,000 | $24K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | Reduce -8.0% | 911 | $21K |
| Signaturefd, LLC | 0.00% | Reduce -1.9% | 880 | $21K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +51.3% | 711 | $17K |
| Quadrant Capital Group LLC | 0.00% | No change | 705 | $17K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -46.9% | 689 | $16K |
| Itau Unibanco Holding S.A. | 0.00% | New | 654 | $15K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -35.9% | 653 | $15K |
| Venturi Wealth Management, LLC | 0.00% | Add +416.1% | 640 | $15K |
| Fifth Third Bancorp | 0.00% | No change | 600 | $14K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -66.8% | 565 | $13K |
| Blue Trust, Inc. | 0.00% | New | 439 | $12K |
| IFP Advisors, Inc | 0.00% | No change | 490 | $12K |
| Geneos Wealth Management Inc. | 0.00% | Add +34.1% | 452 | $11K |
| Fortitude Family Office, LLC | 0.01% | New | 414 | $10K |
| Hobbs Group Advisors, LLC | 0.00% | — | 350 | $8K |
| Lazard Asset Management LLC | 0.00% | Add +46.5% | 353 | $8K |
| Quent Capital, LLC | 0.00% | No change | 335 | $8K |
| Lindbrook Capital, LLC | 0.00% | Add +51.2% | 319 | $8K |
| Optimum Investment Advisors | 0.00% | No change | 310 | $7K |
| Ridgewood Investments LLC | 0.00% | New | 300 | $7K |
| Mfa Wealth Advisors, LLC | 0.00% | New | 300 | $7K |
| Covestor Ltd | 0.00% | Add +0.3% | 307 | $7K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 300 | $7K |
| New Millennium Group LLC | 0.00% | New | 280 | $7K |
| Larson Financial Group LLC | 0.00% | No change | 255 | $6K |
| WR Wealth Planners, LLC | 0.00% | Reduce -10.2% | 221 | $5K |
| Quarry LP | 0.00% | New | 220 | $5K |
| Banque Cantonale Vaudoise | 0.00% | No change | 215 | $5K |
| Rise Advisors, LLC | 0.00% | No change | 210 | $5K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -1.4% | 210 | $5K |
| Allworth Financial LP | 0.00% | Reduce -15.5% | 174 | $5K |
| Broadwater Capital Management LLC | 0.00% | Reduce -60.0% | 200 | $5K |
| City State Bank | 0.00% | No change | 200 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 200 | $5K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 200 | $5K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 195 | $5K |
| Mather Group, Llc. | 0.00% | New | 165 | $4K |
| Colonial Trust Advisors | 0.00% | No change | 178 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +30.9% | 178 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | Add +54.0% | 154 | $4K |
| Adirondack Trust Co. | 0.00% | No change | 150 | $4K |
| Flputnam Investment Management Co. | 0.00% | New | 125 | $3K |
| Versant Capital Management, Inc | 0.00% | Reduce -71.0% | 124 | $3K |
| CoreCap Advisors, LLC | 0.00% | Add +454.6% | 122 | $3K |
| Arcadia Investment Management Corp. | 0.00% | Reduce -98.2% | 115 | $3K |
| AlphaQuest LLC | 0.00% | Reduce -80.1% | 113 | $3K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 100 | $2K |
| Heritage Wealth Advisors | 0.00% | No change | 100 | $2K |
| Main Street Group, LTD | 0.00% | No change | 100 | $2K |
| ICA Group Wealth Management, LLC | 0.00% | Reduce -94.1% | 90 | $2K |
| Kelly Financial Services LLC | 0.00% | No change | 90 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 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 |
| Painted Porch Advisors LLC | 0.00% | New | 68 | $2K |
| Arax Advisory Partners | 0.00% | New | 63 | $1K |
| Sound Income Strategies, LLC | 0.00% | No change | 60 | $1K |
| Russell Investments Group, Ltd. | 0.00% | No change | 60 | $1K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 61 | $1K |
| Spire Wealth Management | 0.00% | Reduce -42.7% | 55 | $1K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 54 | $1K |
| Redwood Wealth Management Group, LLC | 0.00% | New | 50 | $1K |
| Financial Freedom, LLC | 0.00% | No change | 50 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 50 | $1K |
| Twin Tree Management, LP | 0.00% | New | 49 | $1K |
| Pacifica Partners Inc. | 0.00% | No change | 44 | $1K |
| Nvwm, LLC | 0.00% | No change | 43 | $1K |
| Avion Wealth | 0.00% | Add +70.0% | 51 | $1K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 72 | $1K |
| Tsfg, LLC | 0.00% | No change | 35 | $1K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -83.5% | 41 | $1K |
| Anchor Investment Management, LLC | 0.00% | No change | 41 | $967 |
| Gould Capital, LLC | 0.00% | No change | 38 | $896 |
| Rothschild Investment LLC | 0.00% | Add +250.0% | 35 | $826 |
| Clearstead Advisors, LLC | 0.00% | No change | 35 | $826 |
| Nemes Rush Group LLC | 0.00% | No change | 31 | $731 |
| St Germain D J Co. Inc. | 0.00% | No change | 30 | $708 |
| Bell Investment Advisors, Inc | 0.00% | No change | 29 | $685 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1050.0% | 23 | $643 |
| PayPay Securities Corp | 0.05% | Reduce -78.5% | 25 | $590 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 25 | $590 |
| West Oak Capital, LLC | 0.00% | No change | 25 | $590 |
| Highline Wealth Partners LLC | 0.00% | No change | 23 | $543 |
| Missouri Trust & Investment Co | 0.00% | No change | 22 | $519 |
| Fairscale Capital, LLC | 0.00% | — | 16 | $511 |
| Smartleaf Asset Management LLC | 0.00% | New | 21 | $495 |
| Gradient Investments LLC | 0.00% | No change | 19 | $448 |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 18 | $425 |
| Gen-Wealth Partners Inc | 0.00% | No change | 15 | $354 |
| Global Financial Private Client, LLC | 0.00% | No change | 15 | $354 |
| Castleview Partners, LLC | 0.00% | No change | 10 | $236 |
| Natixis | 0.00% | Reduce -99.4% | 8 | $189 |
| Parkside Financial Bank & Trust | 0.00% | Reduce -87.7% | 7 | $166 |
| Addison Advisors LLC | 0.00% | No change | 4 | $95 |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 4 | $95 |
| Creekmur Asset Management LLC | 0.00% | New | 4 | $94 |
| Proffitt & Goodson Inc. | 0.00% | New | 3 | $71 |
| Continuum Advisory, LLC | 0.00% | No change | 1 | $24 |
| Activest Wealth Management | 0.00% | New | 1 | $24 |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 1 | $24 |
| Sawyer & Company, Inc | 0.00% | No change | 17 | $0 |
"% of holder's portfolio" is UPST's weight in each manager's 13F, not the share of Upstart Holdings Inc. the manager owns.