Upstart HoldingsUPST
13F holders, Q3 2024 (September 30)349holders +74
100new positions
27sold out
7famous investors
$39.91avg. 13F price*
At the end of Q3 2024, 349 institutions reported holding Upstart Holdings Inc. (UPST) in their 13F filings, up 74 from Q2 2024. 100 opened new positions and 27 sold out. The largest holders were Vanguard Group Inc. ($297.0M), BlackRock, Inc. ($231.5M) and D. E. Shaw & Co. ($92.6M). 7 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Philippe Laffont (0.1% of Coatue Management's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- Upstart Holdings Inc.
- CUSIP
- 91680M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $185.6M |
| Exits | 27 | $12.1M |
All 13F filers, Q2 2024 → Q3 2024: 13,106,401 shares bought and 2,565,467 shares sold, net +10,540,934 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 349 holders
| Vanguard Group Inc. | 0.01% | Add +1.7% | 7,423,812 | $297.0M |
| BlackRock, Inc. | 0.00% | — | 5,786,693 | $231.5M |
| D. E. Shaw & Co. | 0.13% | Add +160.2% | 2,314,257 | $92.6M |
| State Street Corp. | 0.00% | Add +0.1% | 2,265,371 | $90.6M |
| Susquehanna International Group, LLP | 0.13% | Add +25.2% | 1,911,549 | $76.5M |
| Geode Capital Management, LLC | 0.01% | Add +1.6% | 1,816,774 | $72.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +21.2% | 1,706,632 | $68.3M |
| Two Sigma Investments, LP | 0.15% | Add +295.6% | 1,601,404 | $64.1M |
| Morgan Stanley | 0.00% | Reduce -3.5% | 1,428,149 | $57.1M |
| Voloridge Investment Management, LLC | 0.20% | Add +24.9% | 1,342,710 | $53.7M |
| Fred Alger Management, LLC | 0.24% | Add +153.2% | 1,246,839 | $49.9M |
| Barclays PLC | 0.02% | Add +707.5% | 1,209,723 | $48.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.11% | Reduce -7.1% | 1,160,894 | $46.4M |
| Renaissance Technologies | 0.06% | New | 1,071,700 | $42.9M |
| Bank of America Corp. | 0.00% | Reduce -15.3% | 940,518 | $37.6M |
| Coatue Management | 0.13% | No change | 870,947 | $34.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.14% | Add +63.8% | 725,582 | $29.0M |
| Northern Trust Corp. | 0.00% | Add +3.8% | 673,393 | $26.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +5.3% | 642,876 | $25.7M |
| Two Sigma Advisers, LP | 0.06% | Add +689.5% | 589,000 | $23.6M |
| JPMorgan Chase & Co. | 0.00% | Add +409.9% | 559,199 | $22.4M |
| Citadel Advisors | 0.02% | Add +6.0% | 526,949 | $21.1M |
| UBS Group AG | 0.01% | Add +20.8% | 469,264 | $18.8M |
| Nuveen Asset Management, LLC | 0.01% | Add +119.1% | 466,736 | $18.7M |
| Summit Partners Public Asset Management, LLC | 0.83% | New | 460,000 | $18.4M |
| Driehaus Capital Management LLC | 0.16% | New | 458,227 | $18.3M |
| Trexquant Investment LP | 0.21% | New | 416,185 | $16.7M |
| Millennium Management | 0.01% | Add +55.7% | 408,505 | $16.3M |
| Pathstone Holdings, LLC | 0.07% | Add +0.3% | 396,408 | $15.9M |
| Cubist Systematic Strategies, LLC | 0.23% | New | 385,981 | $15.4M |
| Bank of Montreal | 0.01% | Reduce -16.5% | 373,723 | $15.3M |
| Tidal Investments LLC | 0.15% | Add +1413.8% | 333,463 | $13.3M |
| Azora Capital LP | 0.71% | Reduce -11.2% | 329,755 | $13.2M |
| Qube Research & Technologies Ltd | 0.02% | New | 311,277 | $12.5M |
| Marshall Wace, LLP | 0.01% | Reduce -26.0% | 265,260 | $10.6M |
| Simplex Trading, LLC | 0.36% | Add +393.0% | 264,883 | $10.6M |
| Norges Bank | 0.00% | Reduce -14.9% | 252,085 | $10.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -20.9% | 215,595 | $8.6M |
| First Trust Advisors LP | 0.01% | Reduce -45.8% | 201,103 | $8.0M |
| Kodai Capital Management LP | 0.15% | Reduce -28.6% | 182,126 | $7.3M |
| Liontrust Investment Partners LLP | 0.10% | No change | 290,000 | $6.8M |
| Twinbeech Capital LP | 0.12% | New | 160,348 | $6.4M |
| Engineers Gate Manager LP | 0.12% | New | 151,939 | $6.1M |
| Swiss National Bank | 0.00% | Add +1.0% | 145,900 | $5.8M |
| Verition Fund Management LLC | 0.04% | New | 132,442 | $5.3M |
| Capital Advantage, Inc. | 0.91% | Add +736.2% | 119,121 | $4.8M |
| Jane Street Group, LLC | 0.01% | Reduce -77.5% | 112,683 | $4.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -15.5% | 110,415 | $4.4M |
| Rhumbline Advisers | 0.00% | Reduce -4.8% | 108,225 | $4.3M |
| Citigroup Inc. | 0.00% | Add +127.2% | 106,844 | $4.3M |
| Alliancebernstein L.P. | 0.00% | Add +17.6% | 103,427 | $4.1M |
| Quantbot Technologies LP | 0.15% | Add +416.3% | 98,158 | $3.9M |
| Walleye Capital LLC | 0.04% | New | 91,577 | $3.7M |
| Deutsche Bank AG | 0.00% | Add +89.6% | 86,674 | $3.5M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -9.8% | 86,359 | $3.5M |
| Headlands Technologies LLC | 0.38% | Add +40.8% | 82,472 | $3.3M |
| Brevan Howard Capital Management LP | 0.16% | Add +108.4% | 80,567 | $3.2M |
| Quantinno Capital Management LP | 0.04% | Add +8.3% | 78,944 | $3.2M |
| Hidden Lake Asset Management LP | 2.78% | New | 78,260 | $3.1M |
| Legal & General Group Plc | 0.00% | Add +7.1% | 77,005 | $3.1M |
| HRT Financial LP | 0.01% | New | 75,688 | $3.0M |
| Robeco Institutional Asset Management B.V. | 0.01% | No change | 75,000 | $3.0M |
| Invesco Ltd. | 0.00% | Add +0.9% | 71,978 | $2.9M |
| California State Teachers Retirement System | 0.00% | Reduce -1.6% | 70,827 | $2.8M |
| Wolverine Trading, LLC | 0.07% | Add +29.7% | 68,667 | $2.8M |
| J. Goldman & Co LP | 0.11% | New | 64,519 | $2.6M |
| LPL Financial LLC | 0.00% | Reduce -6.4% | 60,395 | $2.4M |
| Two Sigma Securities, LLC | 0.19% | Reduce -60.5% | 59,174 | $2.4M |
| Compound Planning, Inc. | 0.15% | Reduce -0.5% | 58,743 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +92.3% | 57,791 | $2.3M |
| Seven Eight Capital, LP | 0.20% | Reduce -74.8% | 56,233 | $2.2M |
| Tyler-Stone Wealth Management | 0.42% | Add +94.1% | 55,534 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +179.4% | 54,385 | $2.2M |
| Aquatic Capital Management LLC | 0.05% | New | 51,200 | $2.0M |
| LifePro Asset Management | 1.23% | New | 50,179 | $2.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.1% | 48,201 | $1.9M |
| Wells Fargo & Company | 0.00% | Add +0.2% | 48,006 | $1.9M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Add +95.2% | 47,318 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | New | 45,969 | $1.8M |
| TCI Wealth Advisors, Inc. | 0.15% | Add +6.5% | 44,756 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | No change | 44,713 | $1.8M |
| WMG Financial Advisors, LLC | 0.80% | Add +0.9% | 44,107 | $1.8M |
| MML Investors Services, LLC | 0.01% | Add +7.7% | 43,912 | $1.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.9% | 43,901 | $1.8M |
| Manchester Capital Management LLC | 0.20% | No change | 43,691 | $1.7M |
| Corebridge Financial, Inc. | 0.01% | Reduce -0.6% | 41,187 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.8% | 40,486 | $1.6M |
| Composition Wealth, LLC | 0.04% | No change | 40,440 | $1.6M |
| AQR Capital Management | 0.00% | New | 38,888 | $1.6M |
| Bailard, Inc. | 0.04% | Reduce -1.9% | 38,547 | $1.5M |
| Centiva Capital, LP | 0.07% | New | 36,123 | $1.4M |
| Coastal Bridge Advisors, LLC | 0.35% | No change | 35,688 | $1.4M |
| Legacy Capital Group California, Inc. | 0.45% | Reduce -0.5% | 34,180 | $1.4M |
| Baader Bank Aktiengesellschaft | 0.11% | Reduce -16.8% | 34,229 | $1.3M |
| Ensign Peak Advisors, Inc | 0.00% | Add +16.9% | 31,100 | $1.2M |
| Entropy Technologies, LP | 0.12% | New | 27,774 | $1.1M |
| Janus Henderson Group PLC | 0.00% | Reduce -19.2% | 26,053 | $1.0M |
| New York State Common Retirement Fund | 0.00% | Reduce -23.5% | 26,026 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +1.3% | 27,388 | $1.0M |
| BIT Capital GmbH | 0.10% | Reduce -46.6% | 25,871 | $1.0M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -1.5% | 25,255 | $1.0M |
| Royal Bank of Canada | 0.00% | Add +35.4% | 25,024 | $1.0M |
| Gryphon Financial Partners LLC | 0.14% | Reduce -16.7% | 25,000 | $1.0M |
| Voya Investment Management LLC | 0.00% | Reduce -1.5% | 24,935 | $998K |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.9% | 24,865 | $995K |
| Maxi Investments CY Ltd | 0.26% | Reduce -18.9% | 24,400 | $976K |
| Intech Investment Management LLC | 0.01% | New | 23,468 | $939K |
| Creative Planning | 0.00% | Reduce -11.6% | 23,138 | $926K |
| Qsemble Capital Management, LP | 0.17% | New | 22,637 | $906K |
| Truist Financial Corp. | 0.00% | Add +145.5% | 22,546 | $902K |
| Mariner, LLC | 0.00% | Reduce -17.3% | 22,420 | $898K |
| Cresset Asset Management, LLC | 0.00% | Add +39.2% | 21,544 | $862K |
| Arizona State Retirement System | 0.01% | Add +4.6% | 21,509 | $861K |
| Magnetar Financial LLC | 0.02% | Add +10.1% | 20,870 | $835K |
| SteelPeak Wealth, LLC | 0.04% | New | 20,701 | $828K |
| Oppenheimer Asset Management Inc. | 0.01% | New | 20,651 | $826K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 20,576 | $823K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.0% | 20,545 | $822K |
| Shelton Capital Management | 0.02% | No change | 20,000 | $800K |
| Cetera Investment Advisers | 0.00% | Add +5.7% | 19,590 | $784K |
| Jump Financial, LLC | 0.02% | New | 19,429 | $777K |
| Algert Global LLC | 0.02% | Add +75.8% | 19,010 | $761K |
| Gemmer Asset Management LLC | 0.07% | No change | 18,461 | $739K |
| Edgestream Partners, L.P. | 0.03% | New | 18,159 | $727K |
| PEAK6 Investments LLC | 0.04% | New | 18,043 | $722K |
| HAP Trading, LLC | 0.36% | New | 17,792 | $712K |
| Altshuler Shaham Ltd | 0.04% | New | 17,400 | $696K |
| Boothbay Fund Management, LLC | 0.02% | New | 17,238 | $690K |
| Landscape Capital Management, L.L.C. | 0.07% | New | 17,162 | $687K |
| IMC-Chicago, LLC | 0.02% | Reduce -86.6% | 16,999 | $680K |
| Quadrature Capital Ltd | 0.02% | New | 16,905 | $676K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 16,484 | $660K |
| Natixis Advisors, LLC | 0.00% | New | 16,352 | $654K |
| Zweig-DiMenna Associates LLC | 0.07% | No change | 16,319 | $653K |
| Occudo Quantitative Strategies LP | 0.12% | New | 16,263 | $651K |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.3% | 15,850 | $634K |
| Private Advisor Group, LLC | 0.00% | Reduce -5.7% | 15,748 | $630K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -2.2% | 15,431 | $617K |
| Prospera Financial Services Inc | 0.02% | Reduce -16.2% | 15,213 | $609K |
| Harbour Investments, Inc. | 0.02% | Reduce -0.7% | 15,072 | $603K |
| Handelsbanken Fonder AB | 0.00% | No change | 14,900 | $596K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -5.8% | 14,430 | $589K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.5% | 14,693 | $588K |
| Prelude Capital Management, LLC | 0.05% | New | 14,660 | $587K |
| ProShare Advisors LLC | 0.00% | Reduce -26.8% | 14,557 | $582K |
| Fiducient Advisors LLC | 0.06% | Reduce -22.2% | 14,000 | $560K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -17.4% | 12,781 | $511K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 12,260 | $491K |
| EMC Capital Management | 0.29% | Add +217.5% | 20,000 | $436K |
| Graham Capital Management, L.P. | 0.02% | New | 10,778 | $431K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 10,759 | $430K |
| Marex Group Ltd | 0.01% | Reduce -13.2% | 10,746 | $430K |
| XTX Topco Ltd | 0.03% | New | 10,677 | $427K |
| Harbor Capital Advisors, Inc. | 0.02% | Reduce -5.6% | 10,418 | $417K |
| Summit Financial Strategies, Inc. | 0.05% | Add +13.3% | 10,399 | $416K |
| Kercheville Advisors, LLC | 0.17% | Add +0.5% | 10,050 | $402K |
| Victory Capital Management Inc. | 0.00% | Add +0.1% | 9,760 | $390K |
| Sei Investments Co. | 0.00% | New | 9,712 | $389K |
| Crestline Management, L.P. | 0.02% | New | 9,640 | $386K |
| HSBC Holdings PLC | 0.00% | Reduce -73.0% | 9,297 | $380K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.1% | 9,374 | $375K |
| US Bancorp \de | 0.00% | Add +10.2% | 9,032 | $361K |
| Parallax Volatility Advisers, L.P. | 0.01% | Add +26.6% | 9,011 | $361K |
| Olympiad Research LP | 0.23% | New | 8,660 | $346K |
| Pictet Asset Management Holding SA | 0.00% | No change | 8,577 | $343K |
| NFSG Corp | 0.12% | Reduce -11.2% | 8,519 | $341K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -14.7% | 8,363 | $335K |
| Los Angeles Capital Management LLC | 0.00% | New | 8,352 | $334K |
| Strategic Family Wealth Counselors, L.L.C. | 0.11% | New | 7,992 | $320K |
| Neuberger Berman Group LLC | 0.00% | New | 7,799 | $312K |
| PMC FIG Opportunities LLC | 0.48% | New | 7,762 | $311K |
| Intellectus Partners, LLC | 0.08% | New | 7,700 | $308K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 7,582 | $303K |
| Inspire Advisors, LLC | 0.04% | Reduce -55.1% | 7,460 | $298K |
| Advisory Services Network, LLC | 0.01% | No change | 12,412 | $293K |
| Kestra Advisory Services, LLC | 0.00% | New | 7,263 | $291K |
| Prosperity Wealth Management, Inc. | 0.11% | New | 7,170 | $287K |
| Principal Financial Group Inc. | 0.00% | Reduce -31.2% | 7,157 | $286K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -2.4% | 7,061 | $283K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.14% | New | 7,007 | $280K |
| Point72 (DIFC) Ltd | 0.02% | New | 6,812 | $273K |
| FMR LLC | 0.00% | Add +36.3% | 6,735 | $269K |
| Raymond James & Associates | 0.00% | New | 6,727 | $269K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 6,631 | $265K |
| Flputnam Investment Management Co. | 0.00% | Add +660.0% | 950 | $261K |
| Ieq Capital, LLC | 0.00% | New | 6,506 | $260K |
| Bristlecone Advisors, LLC | 0.02% | New | 6,454 | $258K |
| Synergy Financial Group, LTD | 0.24% | New | 6,444 | $258K |
| QRG Capital Management, Inc. | 0.00% | New | 6,304 | $252K |
| Prudential Financial Inc. | 0.00% | New | 6,115 | $245K |
| Nebula Research & Development LLC | 0.03% | New | 6,098 | $244K |
| State of Wisconsin Investment Board | 0.00% | New | 5,961 | $239K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 5,875 | $235K |
| International Assets Investment Management, LLC | 0.02% | Add +4.7% | 5,830 | $233K |
| Orion Capital Management LLC | 0.11% | Add +5.1% | 5,560 | $222K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,524 | $221K |
| Jones Financial Companies LLLP | 0.00% | Add +31.7% | 5,344 | $218K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 5,395 | $216K |
| Twin Peaks Wealth Advisors, LLC | 0.10% | New | 5,333 | $213K |
| Walleye Trading LLC | 0.01% | Reduce -70.0% | 5,266 | $211K |
| Cassady Schiller Wealth Management, LLC | 0.08% | Add +24.1% | 5,202 | $208K |
| AdvisorNet Financial, Inc | 0.02% | No change | 5,165 | $207K |
| Gotham Asset Management | 0.00% | New | 5,163 | $207K |
| Independent Advisor Alliance | 0.01% | Reduce -82.5% | 5,156 | $206K |
| Xponance LLC | 0.00% | New | 5,092 | $204K |
| FORA Capital, LLC | 0.02% | New | 5,049 | $202K |
| IPG Investment Advisors LLC | 0.04% | New | 5,000 | $200K |
| National Bank of Canada | 0.00% | Reduce -14.1% | 4,983 | $199K |
| Optiver Holding B.V. | 0.00% | Reduce -93.7% | 4,779 | $191K |
| SG Americas Securities, LLC | 0.00% | Reduce -97.2% | 4,134 | $165K |
| Acadian Asset Management LLC | 0.00% | New | 4,053 | $162K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -8.3% | 3,821 | $153K |
| Westside Investment Management, Inc. | 0.03% | Reduce -9.9% | 3,650 | $123K |
| KBC Group NV | 0.00% | Add +4.1% | 2,621 | $105K |
| Amalgamated Bank | 0.00% | No change | 2,607 | $104K |
| Point72 Hong Kong Ltd | 0.01% | New | 2,559 | $102K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -4.0% | 2,552 | $102K |
| Leonteq Securities AG | 0.01% | Reduce -73.8% | 2,484 | $99K |
| Castleview Partners, LLC | 0.05% | Add +21610.0% | 2,171 | $87K |
| Comerica Bank | 0.00% | Reduce -0.2% | 2,150 | $86K |
| West Tower Group, LLC | 0.17% | New | 2,000 | $80K |
| AlphaQuest LLC | 0.01% | Add +1424.8% | 1,723 | $69K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 1,600 | $64K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -34.7% | 1,506 | $60K |
| Anfield Capital Management, LLC | 0.02% | No change | 1,416 | $57K |
| STRS Ohio | 0.00% | New | 1,400 | $56K |
| Cwm, LLC | 0.00% | Add +30.4% | 1,333 | $53K |
| Danske Bank A/S | 0.00% | New | 1,300 | $52K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -22.8% | 1,250 | $50K |
| Ancora Advisors LLC | 0.00% | No change | 1,200 | $48K |
| Fourpath Capital Management, LLC | 0.01% | New | 1,171 | $47K |
| GAMMA Investing LLC | 0.00% | Reduce -49.0% | 1,124 | $45K |
| Indiana Trust & Investment Management Co | 0.01% | New | 1,085 | $43K |
| Albion Financial Group | 0.00% | No change | 1,000 | $40K |
| Hollencrest Capital Management | 0.00% | New | 1,000 | $40K |
| BNP Paribas | 0.00% | New | 900 | $37K |
| Signaturefd, LLC | 0.00% | Add +1.5% | 893 | $36K |
| Parallel Advisors, LLC | 0.00% | Reduce -21.2% | 891 | $36K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +22.2% | 869 | $35K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | New | 865 | $35K |
| Shell Asset Management Co. | 0.00% | — | 818 | $33K |
| Venturi Wealth Management, LLC | 0.00% | Add +27.5% | 816 | $33K |
| Farther Finance Advisors, LLC | 0.00% | Add +3.0% | 710 | $28K |
| Quadrant Capital Group LLC | 0.00% | No change | 705 | $28K |
| NewEdge Advisors, LLC | 0.00% | Reduce -76.0% | 664 | $27K |
| Fifth Third Bancorp | 0.00% | No change | 600 | $24K |
| Blue Trust, Inc. | 0.00% | Add +125.3% | 989 | $23K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +212.9% | 557 | $22K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 504 | $20K |
| IFP Advisors, Inc | 0.00% | No change | 490 | $20K |
| Storebrand Asset Management As | 0.00% | Reduce -59.0% | 465 | $19K |
| Geneos Wealth Management Inc. | 0.00% | No change | 452 | $18K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -23.0% | 435 | $17K |
| Fortitude Family Office, LLC | 0.01% | No change | 414 | $17K |
| Hobbs Group Advisors, LLC | 0.01% | No change | 350 | $14K |
| Quent Capital, LLC | 0.00% | No change | 335 | $13K |
| Raelipskie Partnership | 0.01% | New | 315 | $13K |
| Optimum Investment Advisors | 0.01% | No change | 310 | $12K |
| Aster Capital Management (DIFC) Ltd | 0.00% | — | 308 | $12K |
| Ridgewood Investments LLC | 0.01% | No change | 300 | $12K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 300 | $12K |
| Mfa Wealth Advisors, LLC | 0.00% | No change | 300 | $12K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 300 | $12K |
| Covestor Ltd | 0.01% | Add +0.3% | 308 | $12K |
| PrairieView Partners, LLC | 0.00% | New | 300 | $12K |
| New Millennium Group LLC | 0.01% | No change | 280 | $11K |
| Russell Investments Group, Ltd. | 0.00% | Add +353.3% | 272 | $11K |
| Elequin Capital, LP | 0.02% | New | 267 | $11K |
| Lindbrook Capital, LLC | 0.00% | Reduce -17.2% | 264 | $11K |
| Banque Cantonale Vaudoise | 0.00% | No change | 215 | $9K |
| WR Wealth Planners, LLC | 0.00% | Reduce -3.2% | 214 | $9K |
| Toth Financial Advisory Corp. | 0.00% | No change | 210 | $8K |
| Broadwater Capital Management LLC | 0.01% | No change | 200 | $8K |
| City State Bank | 0.00% | No change | 200 | $8K |
| Flaharty Asset Management, LLC | 0.00% | New | 200 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 200 | $8K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 200 | $8K |
| Rise Advisors, LLC | 0.00% | Reduce -9.5% | 190 | $8K |
| GeoWealth Management, LLC | 0.00% | New | 190 | $8K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -5.5% | 189 | $8K |
| Colonial Trust Advisors | 0.00% | No change | 178 | $7K |
| Lazard Asset Management LLC | 0.00% | Reduce -50.1% | 176 | $7K |
| Allworth Financial LP | 0.00% | No change | 174 | $7K |
| Larson Financial Group LLC | 0.00% | Reduce -34.9% | 166 | $7K |
| Versant Capital Management, Inc | 0.00% | Add +29.8% | 161 | $6K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -75.7% | 159 | $6K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 150 | $6K |
| Adirondack Trust Co. | 0.00% | No change | 150 | $6K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -5.8% | 145 | $6K |
| CoreCap Advisors, LLC | 0.00% | No change | 122 | $5K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 100 | $4K |
| Main Street Group, LTD | 0.00% | No change | 100 | $4K |
| Trust Co. of Vermont | 0.00% | New | 100 | $4K |
| Heritage Wealth Advisors | 0.00% | No change | 100 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 90 | $4K |
| Rothschild Investment LLC | 0.00% | Add +157.1% | 90 | $4K |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | No change | 81 | $3K |
| Sterling Capital Management LLC | 0.00% | — | 79 | $3K |
| Painted Porch Advisors LLC | 0.00% | Add +11.8% | 76 | $3K |
| Bessemer Group Inc. | 0.00% | New | 70 | $3K |
| POM Investment Strategies, LLC | 0.00% | No change | 73 | $3K |
| Arcadia Investment Management Corp. | 0.00% | Reduce -43.5% | 65 | $3K |
| Arax Advisory Partners | 0.00% | No change | 63 | $3K |
| Earned Wealth Advisors, LLC | 0.00% | New | 62 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 60 | $2K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 61 | $2K |
| True Wealth Design, LLC | 0.00% | New | 55 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | Add +2.0% | 51 | $2K |
| Financial Freedom, LLC | 0.00% | No change | 50 | $2K |
| Avion Wealth | 0.00% | No change | 51 | $2K |
| Hemington Wealth Management | 0.00% | New | 47 | $2K |
| Pacifica Partners Inc. | 0.00% | No change | 44 | $2K |
| Nvwm, LLC | 0.00% | No change | 43 | $2K |
| Anchor Investment Management, LLC | 0.00% | No change | 41 | $2K |
| Global Wealth Strategies & Associates | 0.00% | New | 40 | $2K |
| Private Wealth Management Group, LLC | 0.00% | New | 39 | $2K |
| Gould Capital, LLC | 0.00% | No change | 38 | $2K |
| Clearstead Advisors, LLC | 0.00% | No change | 35 | $1K |
| St Germain D J Co. Inc. | 0.00% | No change | 30 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 29 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +26.1% | 29 | $1K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 25 | $1K |
| West Oak Capital, LLC | 0.00% | No change | 25 | $1K |
| Sawyer & Company, Inc | 0.00% | No change | 17 | $1K |
| Missouri Trust & Investment Co | 0.00% | No change | 22 | $880 |
| Nemes Rush Group LLC | 0.00% | No change | 31 | $834 |
| Gen-Wealth Partners Inc | 0.00% | No change | 15 | $767 |
| Fairscale Capital, LLC | 0.00% | No change | 16 | $640 |
| Smartleaf Asset Management LLC | 0.00% | Reduce -28.6% | 15 | $612 |
| Global Financial Private Client, LLC | 0.00% | No change | 15 | $600 |
| Cornerstone Planning Group LLC | 0.00% | New | 11 | $555 |
| JFS Wealth Advisors, LLC | 0.00% | New | 13 | $521 |
| Abound Wealth Management | 0.00% | New | 10 | $401 |
| Assetmark, Inc. | 0.00% | New | 10 | $400 |
| Global Retirement Partners, LLC | 0.00% | Reduce -87.8% | 10 | $400 |
| PayPay Securities Corp | 0.03% | Reduce -64.0% | 9 | $360 |
| Parkside Financial Bank & Trust | 0.00% | No change | 7 | $281 |
| Avior Wealth Management, LLC | 0.00% | New | 7 | $280 |
| Natixis | 0.00% | Reduce -25.0% | 6 | $240 |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 4 | $161 |
| Addison Advisors LLC | 0.00% | No change | 4 | $161 |
| Creekmur Asset Management LLC | 0.00% | No change | 4 | $160 |
| SJS Investment Consulting Inc. | 0.00% | New | 3 | $121 |
| Continuum Advisory, LLC | 0.00% | No change | 1 | $67 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 1 | $41 |
| Activest Wealth Management | 0.00% | No change | 1 | $40 |
| Oliver Lagore Vanvalin Investment Group | 0.00% | New | 1 | $37 |
| Hantz Financial Services, Inc. | 0.00% | Reduce -85.4% | 6 | $0 |
| Capital Advisors, Ltd. LLC | 0.00% | New | 3 | $0 |
"% of holder's portfolio" is UPST's weight in each manager's 13F, not the share of Upstart Holdings Inc. the manager owns.