Upstart HoldingsUPST
13F holders, Q4 2024 (December 31)391holders +42
84new positions
57sold out
8famous investors
$61.59avg. 13F price*
At the end of Q4 2024, 391 institutions reported holding Upstart Holdings Inc. (UPST) in their 13F filings, up 42 from Q3 2024. 84 opened new positions and 57 sold out. The largest holders were Vanguard Group Inc. ($479.8M), BlackRock, Inc. ($388.6M) and D. E. Shaw & Co. ($202.4M). 8 famous investors held it, including David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Philippe Laffont (0.1% of Coatue Management's portfolio).
- Company
- Upstart Holdings Inc.
- CUSIP
- 91680M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 84 | $290.3M |
| Exits | 57 | $41.8M |
All 13F filers, Q3 2024 → Q4 2024: 15,848,797 shares bought and 7,424,905 shares sold, net +8,423,892 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 391 holders
| Vanguard Group Inc. | 0.01% | Add +5.0% | 7,793,452 | $479.8M |
| BlackRock, Inc. | 0.01% | Add +9.1% | 6,311,589 | $388.6M |
| D. E. Shaw & Co. | 0.24% | Add +42.1% | 3,287,759 | $202.4M |
| Morgan Stanley | 0.01% | Add +84.3% | 2,632,809 | $162.1M |
| Goldman Sachs Group Inc. | 0.03% | Add +41.4% | 2,413,354 | $148.6M |
| State Street Corp. | 0.00% | Reduce -10.3% | 2,031,504 | $125.1M |
| Two Sigma Investments, LP | 0.29% | Add +20.1% | 1,922,770 | $118.4M |
| Fred Alger Management, LLC | 0.56% | Add +53.6% | 1,915,121 | $117.9M |
| Geode Capital Management, LLC | 0.01% | Add +1.6% | 1,846,438 | $113.7M |
| Two Sigma Advisers, LP | 0.24% | Add +190.2% | 1,709,300 | $105.2M |
| BNP Paribas Financial Markets | 0.08% | New | 1,573,211 | $96.9M |
| Renaissance Technologies | 0.13% | Add +28.8% | 1,379,900 | $85.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.15% | Reduce -0.7% | 1,153,331 | $71.0M |
| Marshall Wace, LLP | 0.08% | Add +300.2% | 1,061,512 | $65.4M |
| Voloridge Investment Management, LLC | 0.22% | Reduce -23.5% | 1,026,860 | $63.2M |
| Summit Partners Public Asset Management, LLC | 2.03% | Add +113.7% | 983,000 | $60.5M |
| Bank of America Corp. | 0.01% | Add +2.1% | 960,754 | $59.2M |
| Northern Trust Corp. | 0.01% | Add +16.2% | 782,557 | $48.2M |
| JPMorgan Chase & Co. | 0.00% | Add +29.4% | 723,306 | $44.5M |
| Fuller & Thaler Asset Management, Inc. | 0.17% | New | 709,705 | $43.7M |
| Invesco Ltd. | 0.01% | Add +886.0% | 709,684 | $43.7M |
| Driehaus Capital Management LLC | 0.36% | Add +54.6% | 708,450 | $43.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.2% | 657,118 | $40.5M |
| Qube Research & Technologies Ltd | 0.06% | Add +94.4% | 605,022 | $37.3M |
| Trexquant Investment LP | 0.43% | Add +43.3% | 596,389 | $36.7M |
| Man Group plc | 0.11% | New | 592,243 | $36.5M |
| UBS Group AG | 0.01% | Add +19.8% | 562,044 | $34.6M |
| Susquehanna International Group, LLP | 0.05% | Reduce -72.2% | 532,129 | $32.8M |
| Squarepoint Ops LLC | 0.07% | New | 458,965 | $28.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.13% | Reduce -37.3% | 455,168 | $28.0M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -5.7% | 440,294 | $27.1M |
| Norges Bank | 0.00% | Add +62.1% | 408,612 | $25.2M |
| Pathstone Holdings, LLC | 0.11% | Reduce -0.1% | 396,096 | $24.9M |
| Barclays PLC | 0.01% | Reduce -67.0% | 399,625 | $24.6M |
| Citigroup Inc. | 0.02% | Add +233.8% | 356,640 | $22.0M |
| Coatue Management | 0.07% | Reduce -59.9% | 349,060 | $21.5M |
| Engineers Gate Manager LP | 0.30% | Add +84.3% | 280,009 | $17.2M |
| Jane Street Group, LLC | 0.03% | Add +147.6% | 279,027 | $17.2M |
| Bank of New York Mellon Corp | 0.00% | Add +27.3% | 274,482 | $16.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | New | 262,000 | $16.1M |
| Azora Capital LP | 0.61% | Reduce -32.8% | 221,480 | $13.6M |
| Millennium Management | 0.01% | Reduce -46.6% | 218,307 | $13.4M |
| HSBC Holdings PLC | 0.01% | Add +1946.8% | 190,293 | $11.9M |
| Jump Financial, LLC | 0.22% | Add +759.7% | 167,037 | $10.3M |
| Hidden Lake Asset Management LP | 6.80% | Add +106.8% | 161,830 | $10.0M |
| Swiss National Bank | 0.01% | Add +2.6% | 149,700 | $9.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +32.0% | 145,730 | $9.0M |
| Tidal Investments LLC | 0.07% | Reduce -57.8% | 140,705 | $8.7M |
| IMC-Chicago, LLC | 0.23% | Add +707.4% | 137,242 | $8.4M |
| National Bank of Canada | 0.01% | Add +2623.4% | 135,709 | $8.4M |
| First Trust Advisors LP | 0.01% | Reduce -33.7% | 133,282 | $8.2M |
| Bank of Nova Scotia | 0.01% | New | 123,191 | $7.6M |
| Raymond James Financial Inc. | 0.00% | — | 121,740 | $7.5M |
| Rhumbline Advisers | 0.01% | Add +3.6% | 112,147 | $6.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | — | 112,065 | $6.9M |
| Verition Fund Management LLC | 0.03% | Reduce -20.3% | 105,614 | $6.5M |
| Agf Management Ltd. | 0.03% | New | 93,126 | $5.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -12.1% | 90,910 | $5.6M |
| Capital Fund Management S.A. | 0.05% | New | 89,018 | $5.5M |
| Deutsche Bank AG | 0.00% | Add +1.1% | 87,590 | $5.4M |
| Informed Momentum Co LLC | 0.75% | New | 85,556 | $5.3M |
| LPL Financial LLC | 0.00% | Add +38.6% | 83,719 | $5.2M |
| Quantinno Capital Management LP | 0.05% | Reduce -1.2% | 78,023 | $4.8M |
| Legal & General Group Plc | 0.00% | Add +0.8% | 77,620 | $4.8M |
| Robeco Institutional Asset Management B.V. | 0.01% | No change | 75,000 | $4.6M |
| California State Teachers Retirement System | 0.01% | Add +0.7% | 71,330 | $4.4M |
| Susquehanna Fundamental Investments, LLC | 0.07% | — | 70,160 | $4.3M |
| Brevan Howard Capital Management LP | 0.11% | Reduce -14.3% | 69,057 | $4.3M |
| ExodusPoint Capital Management, LP | 0.04% | New | 65,992 | $4.1M |
| Ameriprise Financial Inc. | 0.00% | Add +305.5% | 64,277 | $4.0M |
| Liontrust Investment Partners LLP | 0.06% | Reduce -78.1% | 63,566 | $3.9M |
| Hillsdale Investment Management Inc. | 0.19% | New | 62,600 | $3.9M |
| Wells Fargo & Company | 0.00% | Add +26.6% | 60,768 | $3.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.9% | 59,211 | $3.6M |
| Aristeia Capital, L.L.C. | 0.24% | New | 56,700 | $3.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +16.9% | 56,356 | $3.5M |
| Tyler-Stone Wealth Management | 0.60% | Reduce -1.3% | 54,834 | $3.4M |
| Hel Ved Capital Management Ltd | 0.98% | New | 51,940 | $3.2M |
| Twinbeech Capital LP | 0.05% | Reduce -67.9% | 51,425 | $3.2M |
| AQR Capital Management | 0.00% | Add +31.3% | 51,042 | $3.1M |
| Algert Global LLC | 0.07% | Add +166.2% | 50,606 | $3.1M |
| Tudor Investment Corporation | 0.03% | New | 49,565 | $3.1M |
| MetLife Investment Management, LLC | 0.02% | Add +5.5% | 47,161 | $2.9M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +273.0% | 45,725 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.6% | 43,579 | $2.7M |
| Intech Investment Management LLC | 0.03% | Add +84.9% | 43,395 | $2.7M |
| Manchester Capital Management LLC | 0.31% | Reduce -0.7% | 43,392 | $2.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.5% | 43,247 | $2.7M |
| MML Investors Services, LLC | 0.01% | Reduce -4.4% | 41,986 | $2.6M |
| Composition Wealth, LLC | 0.05% | No change | 40,440 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -31.7% | 39,455 | $2.4M |
| Corebridge Financial, Inc. | 0.01% | Reduce -5.2% | 39,041 | $2.4M |
| Bailard, Inc. | 0.06% | Add +0.6% | 38,759 | $2.4M |
| Coastal Bridge Advisors, LLC | 0.55% | Reduce -0.3% | 35,588 | $2.2M |
| Walleye Capital LLC | 0.02% | Reduce -61.4% | 35,324 | $2.2M |
| Legacy Capital Group California, Inc. | 0.63% | Reduce -1.4% | 33,704 | $2.1M |
| Union Bancaire Privee, UBP SA | 0.04% | — | 32,842 | $2.1M |
| Cubist Systematic Strategies, LLC | 0.03% | Reduce -91.5% | 32,842 | $2.0M |
| Citadel Advisors | 0.00% | Reduce -93.8% | 32,700 | $2.0M |
| Quantbot Technologies LP | 0.07% | Reduce -66.9% | 32,453 | $2.0M |
| Janus Henderson Group PLC | 0.00% | Add +24.4% | 32,396 | $2.0M |
| Los Angeles Capital Management LLC | 0.01% | Add +274.7% | 31,298 | $1.9M |
| TCI Wealth Advisors, Inc. | 0.16% | Reduce -30.3% | 31,195 | $1.9M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 31,100 | $1.9M |
| Jefferies Financial Group Inc. | 0.02% | New | 30,173 | $1.9M |
| Maxi Investments CY Ltd | 0.35% | Add +21.3% | 29,600 | $1.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -35.7% | 29,552 | $1.8M |
| Nomura Holdings Inc. | 0.01% | New | 27,986 | $1.7M |
| Truist Financial Corp. | 0.00% | Add +20.3% | 27,113 | $1.7M |
| Zacks Investment Management | 0.02% | New | 26,742 | $1.6M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -44.2% | 26,417 | $1.6M |
| Wolverine Trading, LLC | 0.04% | Reduce -64.3% | 24,545 | $1.6M |
| New York State Common Retirement Fund | 0.00% | Reduce -5.8% | 24,522 | $1.5M |
| Gryphon Financial Partners LLC | 0.22% | Reduce -2.0% | 24,504 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -10.9% | 24,399 | $1.5M |
| CTC LLC | 0.15% | New | 24,151 | $1.5M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +16.4% | 24,030 | $1.5M |
| Voleon Capital Management LP | 0.11% | — | 23,706 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.0% | 23,619 | $1.5M |
| Voya Investment Management LLC | 0.00% | Reduce -7.5% | 23,067 | $1.4M |
| Mariner, LLC | 0.00% | Add +0.1% | 22,440 | $1.4M |
| ProShare Advisors LLC | 0.00% | Add +51.9% | 22,114 | $1.4M |
| Arizona State Retirement System | 0.01% | Add +2.6% | 22,061 | $1.4M |
| Landscape Capital Management, L.L.C. | 0.14% | Add +26.9% | 21,775 | $1.3M |
| Sei Investments Co. | 0.00% | Add +123.4% | 21,694 | $1.3M |
| WMG Financial Advisors, LLC | 0.56% | Reduce -51.9% | 21,212 | $1.3M |
| SVB Wealth LLC | 0.02% | New | 21,210 | $1.3M |
| Comerica Bank | 0.01% | Add +885.9% | 21,196 | $1.3M |
| Natixis Advisors, LLC | 0.00% | Add +26.6% | 20,703 | $1.3M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -0.4% | 20,496 | $1.3M |
| Twin Tree Management, LP | 0.03% | New | 20,304 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -20.1% | 19,999 | $1.2M |
| Bayesian Capital Management, LP | 0.15% | New | 19,900 | $1.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +19.5% | 19,693 | $1.2M |
| Handelsbanken Fonder AB | 0.00% | Add +30.2% | 19,400 | $1.2M |
| Headlands Technologies LLC | 0.12% | Reduce -76.7% | 19,250 | $1.2M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +186.7% | 19,009 | $1.2M |
| Bank of Montreal | 0.00% | Reduce -95.2% | 18,072 | $1.1M |
| Gemmer Asset Management LLC | 0.11% | Reduce -2.4% | 18,015 | $1.1M |
| Shelton Capital Management | 0.03% | Reduce -10.0% | 18,000 | $1.1M |
| Creative Planning | 0.00% | Reduce -22.5% | 17,932 | $1.1M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -32.4% | 17,067 | $1.1M |
| Apollon Wealth Management, LLC | 0.02% | Add +10.0% | 16,978 | $1.0M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 16,912 | $1.0M |
| Dynamic Technology Lab Private Ltd | 0.16% | New | 16,640 | $1.0M |
| SBI Securities Co., Ltd. | 0.03% | — | 16,482 | $1.0M |
| Zweig-DiMenna Associates LLC | 0.08% | No change | 16,319 | $1.0M |
| Aigen Investment Management, LP | 0.18% | New | 16,234 | $1000K |
| KLP Kapitalforvaltning As | 0.00% | — | 15,900 | $979K |
| SteelPeak Wealth, LLC | 0.04% | Reduce -24.5% | 15,637 | $963K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -2.3% | 14,093 | $956K |
| Fieldview Capital Management, LLC | 0.15% | — | 15,425 | $950K |
| Kercheville Advisors, LLC | 0.36% | Add +49.8% | 15,050 | $927K |
| Banco Santander, S.A. | 0.01% | New | 15,000 | $924K |
| Harbour Investments, Inc. | 0.03% | Reduce -0.6% | 14,979 | $922K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.2% | 14,725 | $907K |
| Cetera Investment Advisers | 0.00% | Reduce -25.7% | 14,550 | $896K |
| Bristlecone Advisors, LLC | 0.07% | Add +125.0% | 14,520 | $894K |
| Caption Management, LLC | 0.04% | New | 14,500 | $893K |
| Compound Planning, Inc. | 0.04% | Reduce -79.0% | 12,333 | $759K |
| Harbor Capital Advisors, Inc. | 0.03% | Add +12.5% | 11,721 | $722K |
| Left Brain Wealth Management, LLC | 0.27% | New | 11,670 | $719K |
| Capital Advantage, Inc. | 0.13% | Reduce -90.2% | 11,625 | $716K |
| Magnetar Financial LLC | 0.02% | Reduce -44.4% | 11,602 | $714K |
| Piar LLC | 0.70% | — | 11,475 | $707K |
| Private Advisor Group, LLC | 0.00% | Reduce -28.0% | 11,332 | $698K |
| State of Wisconsin Investment Board | 0.00% | Add +89.6% | 11,301 | $696K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -45.2% | 11,251 | $693K |
| Prudential Financial Inc. | 0.00% | Add +76.7% | 10,803 | $665K |
| US Bancorp \de | 0.00% | Add +18.5% | 10,704 | $659K |
| XTX Topco Ltd | 0.05% | Reduce -2.1% | 10,454 | $644K |
| Versor Investments LP | 0.11% | New | 10,400 | $640K |
| Counterpoint Mutual Funds LLC | 0.08% | New | 10,339 | $637K |
| Pictet Asset Management Holding SA | 0.00% | Add +20.4% | 10,326 | $636K |
| Crestline Management, L.P. | 0.02% | Add +3.8% | 10,004 | $616K |
| Victory Capital Management Inc. | 0.00% | Add +0.1% | 9,770 | $602K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +2.0% | 9,563 | $589K |
| Kestra Advisory Services, LLC | 0.00% | Add +26.5% | 9,187 | $566K |
| Jennison Associates LLC | 0.00% | New | 9,099 | $560K |
| NFSG Corp | 0.14% | Add +1.7% | 8,662 | $533K |
| Oxford Asset Management LLP | 0.24% | New | 8,412 | $518K |
| STRS Ohio | 0.00% | Add +492.9% | 8,300 | $511K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +8.3% | 8,215 | $506K |
| Neo Ivy Capital Management | 0.10% | New | 8,019 | $493K |
| Marex Group Ltd | 0.01% | Reduce -25.6% | 7,994 | $492K |
| Strategic Family Wealth Counselors, L.L.C. | 0.16% | No change | 7,992 | $492K |
| American Century Companies Inc. | 0.00% | New | 7,950 | $489K |
| Virtu Financial LLC | 0.03% | New | 7,895 | $486K |
| Federated Hermes, Inc. | 0.00% | New | 7,526 | $463K |
| Neuberger Berman Group LLC | 0.00% | Reduce -5.3% | 7,386 | $455K |
| Cibc World Markets Corp. | 0.00% | New | 7,348 | $452K |
| Ieq Capital, LLC | 0.00% | Add +10.9% | 7,213 | $444K |
| Inspire Advisors, LLC | 0.05% | Reduce -3.5% | 7,197 | $443K |
| Intellectus Partners, LLC | 0.10% | Reduce -8.4% | 7,050 | $434K |
| Prosperity Wealth Management, Inc. | 0.18% | Reduce -2.9% | 6,965 | $429K |
| Sherbrooke Park Advisers LLC | 0.13% | New | 6,701 | $413K |
| Principal Financial Group Inc. | 0.00% | Reduce -6.6% | 6,685 | $412K |
| FMR LLC | 0.00% | Reduce -7.0% | 6,263 | $386K |
| QRG Capital Management, Inc. | 0.00% | Reduce -3.5% | 6,083 | $375K |
| Mandatum Life Insurance Co Ltd | 0.11% | New | 6,050 | $372K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.17% | Reduce -14.3% | 6,007 | $370K |
| Bayforest Capital Ltd | 0.46% | — | 5,963 | $367K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +1.1% | 5,939 | $366K |
| Synergy Financial Group, LTD | 0.30% | Reduce -10.1% | 5,793 | $357K |
| Xponance LLC | 0.00% | Add +13.3% | 5,770 | $355K |
| Cresset Asset Management, LLC | 0.00% | Reduce -73.3% | 5,749 | $354K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -32.3% | 5,663 | $349K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +2.4% | 5,526 | $340K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,524 | $340K |
| Jones Financial Companies LLLP | 0.00% | Add +3.1% | 5,511 | $339K |
| International Assets Investment Management, LLC | 0.03% | Reduce -4.7% | 5,554 | $338K |
| Virtus Investment Advisers, LLC | 0.27% | New | 5,400 | $332K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 5,219 | $321K |
| Fox Run Management, L.L.C. | 0.06% | New | 5,176 | $319K |
| AdvisorNet Financial, Inc | 0.03% | No change | 5,165 | $318K |
| Symmetry Partners, LLC | 0.04% | New | 5,100 | $314K |
| EMC Capital Management | 0.18% | Reduce -74.5% | 5,100 | $314K |
| Gotham Asset Management | 0.00% | Reduce -1.6% | 5,082 | $313K |
| Cassady Schiller Wealth Management, LLC | 0.11% | Reduce -3.6% | 5,013 | $309K |
| Independent Advisor Alliance | 0.00% | Reduce -4.2% | 4,942 | $304K |
| Prelude Capital Management, LLC | 0.03% | Reduce -66.9% | 4,848 | $298K |
| Cibc World Market Inc. | 0.00% | New | 4,817 | $297K |
| GTS Securities LLC | 0.01% | New | 4,753 | $293K |
| Credit Agricole S A | 0.00% | New | 4,726 | $291K |
| Tradition Wealth Management, LLC | 0.03% | New | 4,718 | $290K |
| Perennial Investment Advisors, LLC | 0.03% | New | 4,620 | $284K |
| Entropy Technologies, LP | 0.03% | Reduce -83.4% | 4,617 | $284K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 4,614 | $284K |
| Summit Financial Strategies, Inc. | 0.03% | Reduce -56.1% | 4,561 | $281K |
| Advisory Services Network, LLC | 0.01% | Reduce -63.3% | 4,554 | $280K |
| Merit Financial Group, LLC | 0.00% | New | 4,396 | $271K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -65.8% | 4,372 | $269K |
| Orion Capital Management LLC | 0.12% | Reduce -23.4% | 4,260 | $262K |
| Atria Investments, Inc | 0.00% | New | 4,222 | $260K |
| Integrated Wealth Concepts LLC | 0.00% | New | 4,065 | $250K |
| Vontobel Holding Ltd. | 0.00% | New | 3,800 | $234K |
| Commerce Bank | 0.00% | New | 3,675 | $226K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 3,642 | $224K |
| Blair William & Co. | 0.00% | New | 3,600 | $222K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 3,552 | $219K |
| Keudell/Morrison Wealth Management | 0.06% | New | 3,450 | $212K |
| Cerity Partners LLC | 0.00% | New | 3,640 | $209K |
| Blueshift Asset Management, LLC | 0.08% | New | 3,389 | $209K |
| Foundations Investment Advisors, LLC | 0.00% | New | 3,368 | $207K |
| GWN Securities Inc. | 0.05% | — | 3,110 | $205K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -55.2% | 3,165 | $203K |
| Bridgefront Capital, LLC | 0.07% | New | 3,259 | $201K |
| Nebula Research & Development LLC | 0.02% | Reduce -46.6% | 3,259 | $201K |
| SLT Holdings LLC | 0.19% | — | 3,250 | $200K |
| KBC Group NV | 0.00% | Add +17.8% | 3,088 | $190K |
| Westside Investment Management, Inc. | 0.04% | Reduce -16.4% | 3,050 | $188K |
| Leonteq Securities AG | 0.02% | Add +21.3% | 3,014 | $186K |
| Amalgamated Bank | 0.00% | No change | 2,607 | $161K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | New | 2,510 | $155K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -40.6% | 2,271 | $140K |
| Castleview Partners, LLC | 0.06% | Reduce -11.8% | 1,914 | $116K |
| Wolverine Asset Management LLC | 0.01% | New | 1,866 | $115K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 1,605 | $109K |
| NewEdge Advisors, LLC | 0.00% | Add +150.6% | 1,664 | $102K |
| Ancora Advisors LLC | 0.00% | Add +31.3% | 1,575 | $97K |
| R Squared Ltd | 0.09% | — | 1,560 | $96K |
| Advisors Asset Management, Inc. | 0.00% | New | 1,520 | $94K |
| Anfield Capital Management, LLC | 0.03% | No change | 1,416 | $87K |
| GAMMA Investing LLC | 0.01% | Add +19.9% | 1,348 | $83K |
| Cwm, LLC | 0.00% | Add +0.1% | 1,335 | $82K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -22.1% | 1,174 | $80K |
| Albion Financial Group | 0.00% | No change | 1,000 | $62K |
| Russell Investments Group, Ltd. | 0.00% | Add +257.0% | 971 | $60K |
| Caitong International Asset Management Co., Ltd | 0.06% | — | 943 | $58K |
| Parallel Advisors, LLC | 0.00% | Add +5.0% | 936 | $58K |
| Signaturefd, LLC | 0.00% | Add +1.7% | 908 | $56K |
| Farther Finance Advisors, LLC | 0.00% | Add +24.2% | 882 | $54K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 869 | $54K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -66.4% | 857 | $53K |
| Shell Asset Management Co. | 0.00% | No change | 818 | $50K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -0.9% | 809 | $50K |
| Quadrant Capital Group LLC | 0.00% | No change | 705 | $43K |
| Fifth Third Bancorp | 0.00% | No change | 600 | $37K |
| Virtus Fund Advisers, LLC | 0.10% | New | 518 | $32K |
| Point72 (DIFC) Ltd | 0.00% | Reduce -92.5% | 510 | $31K |
| Rakuten Securities, Inc. | 0.01% | New | 496 | $31K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +11.5% | 485 | $30K |
| Fortitude Family Office, LLC | 0.01% | Add +5.6% | 437 | $27K |
| IFP Advisors, Inc | 0.00% | Reduce -12.9% | 427 | $26K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -25.0% | 418 | $26K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -67.8% | 402 | $25K |
| Elequin Capital, LP | 0.00% | Add +46.1% | 390 | $24K |
| Y.D. More Investments Ltd | 0.00% | New | 370 | $23K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -22.1% | 352 | $22K |
| Quest 10 Wealth Builders, Inc. | 0.02% | — | 350 | $22K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | Reduce -59.8% | 348 | $21K |
| Quent Capital, LLC | 0.00% | No change | 335 | $21K |
| Raelipskie Partnership | 0.01% | No change | 315 | $19K |
| Ridgewood Investments LLC | 0.01% | No change | 300 | $18K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 300 | $18K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 300 | $18K |
| Wood Tarver Financial Group, LLC | 0.01% | — | 300 | $18K |
| PrairieView Partners, LLC | 0.00% | No change | 300 | $18K |
| New Millennium Group LLC | 0.01% | No change | 280 | $17K |
| Lindbrook Capital, LLC | 0.00% | Add +6.1% | 280 | $17K |
| Versant Capital Management, Inc | 0.00% | Add +60.3% | 258 | $16K |
| Transce3nd, LLC | 0.00% | — | 224 | $14K |
| Allworth Financial LP | 0.00% | Add +14.4% | 199 | $13K |
| Optimum Investment Advisors | 0.01% | Reduce -32.3% | 210 | $13K |
| Toth Financial Advisory Corp. | 0.00% | No change | 210 | $13K |
| MAI Capital Management | 0.00% | New | 204 | $13K |
| Broadwater Capital Management LLC | 0.01% | No change | 200 | $12K |
| City State Bank | 0.00% | No change | 200 | $12K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 200 | $12K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 200 | $12K |
| Danske Bank A/S | 0.00% | Reduce -84.6% | 200 | $12K |
| Larson Financial Group LLC | 0.00% | Add +18.7% | 197 | $12K |
| Covestor Ltd | 0.01% | Reduce -34.7% | 201 | $12K |
| GeoWealth Management, LLC | 0.00% | Reduce -1.1% | 188 | $12K |
| CoreCap Advisors, LLC | 0.00% | Add +53.3% | 187 | $12K |
| Avior Wealth Management, LLC | 0.00% | Add +2285.7% | 167 | $10K |
| Dogwood Wealth Management LLC | 0.01% | New | 165 | $10K |
| Hopwood Financial Services, Inc. | 0.01% | — | 163 | $10K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 159 | $10K |
| Adirondack Trust Co. | 0.00% | No change | 150 | $9K |
| Rise Advisors, LLC | 0.00% | Reduce -23.2% | 146 | $9K |
| Private Trust Co. NA | 0.00% | New | 129 | $8K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 122 | $8K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 100 | $6K |
| Smartleaf Asset Management LLC | 0.00% | Add +566.7% | 100 | $6K |
| Main Street Group, LTD | 0.00% | No change | 100 | $6K |
| Cedar Mountain Advisors, LLC | 0.00% | Reduce -33.3% | 100 | $6K |
| Heritage Wealth Advisors | 0.00% | No change | 100 | $6K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -31.0% | 100 | $6K |
| Rothschild Investment LLC | 0.00% | Add +5.6% | 95 | $6K |
| New Wave Wealth Advisors LLC | 0.00% | New | 93 | $6K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 90 | $6K |
| Hanseatic Management Services Inc. | 0.01% | New | 88 | $5K |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | No change | 81 | $5K |
| AlphaQuest LLC | 0.00% | Reduce -95.3% | 81 | $5K |
| Sterling Capital Management LLC | 0.00% | Add +2.5% | 81 | $5K |
| POM Investment Strategies, LLC | 0.00% | No change | 73 | $4K |
| Arax Advisory Partners | 0.00% | Add +14.3% | 72 | $4K |
| Bessemer Group Inc. | 0.00% | No change | 70 | $4K |
| Sunbelt Securities, Inc. | 0.00% | New | 60 | $4K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 61 | $4K |
| Painted Porch Advisors LLC | 0.00% | Reduce -21.1% | 60 | $4K |
| True Wealth Design, LLC | 0.00% | Add +1.8% | 56 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 51 | $3K |
| Financial Freedom, LLC | 0.00% | No change | 50 | $3K |
| Brooklyn Investment Group | 0.00% | New | 50 | $3K |
| Avion Wealth | 0.00% | No change | 51 | $3K |
| Hemington Wealth Management | 0.00% | Add +8.5% | 51 | $3K |
| Lazard Asset Management LLC | 0.00% | Reduce -71.0% | 51 | $3K |
| Continuum Advisory, LLC | 0.00% | Add +4600.0% | 47 | $3K |
| Pacifica Partners Inc. | 0.00% | No change | 44 | $3K |
| Nvwm, LLC | 0.00% | No change | 43 | $3K |
| Clearstead Advisors, LLC | 0.00% | Add +17.1% | 41 | $3K |
| Anchor Investment Management, LLC | 0.00% | No change | 41 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 39 | $2K |
| Gould Capital, LLC | 0.00% | No change | 38 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +17.2% | 34 | $2K |
| Sound Income Strategies, LLC | 0.00% | Reduce -50.0% | 30 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 29 | $2K |
| WR Wealth Planners, LLC | 0.00% | Reduce -87.4% | 27 | $2K |
| Carolina Wealth Advisors, LLC | 0.00% | New | 25 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 25 | $2K |
| West Oak Capital, LLC | 0.00% | No change | 25 | $2K |
| Missouri Trust & Investment Co | 0.00% | No change | 22 | $1K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 21 | $1K |
| Sawyer & Company, Inc | 0.00% | No change | 17 | $1K |
| Fairscale Capital, LLC | 0.00% | No change | 16 | $985 |
| PayPay Securities Corp | 0.04% | Add +66.7% | 15 | $924 |
| Gen-Wealth Partners Inc | 0.00% | No change | 15 | $924 |
| Spire Wealth Management | 0.00% | New | 15 | $924 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 13 | $801 |
| Assetmark, Inc. | 0.00% | Add +30.0% | 13 | $800 |
| Cornerstone Planning Group LLC | 0.00% | No change | 11 | $715 |
| Murphy & Mullick Capital Management Corp | 0.00% | — | 10 | $616 |
| JNBA Financial Advisors | 0.00% | New | 10 | $616 |
| Global Retirement Partners, LLC | 0.00% | No change | 10 | $616 |
| Amundi | 0.00% | New | 9 | $533 |
| Decker Retirement Planning Inc. | 0.00% | — | 6 | $369 |
| Quarry LP | 0.00% | New | 5 | $308 |
| Addison Advisors LLC | 0.00% | No change | 4 | $247 |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 4 | $247 |
| Creekmur Asset Management LLC | 0.00% | No change | 4 | $246 |
| Optiver Holding B.V. | 0.00% | Reduce -99.9% | 3 | $185 |
| SJS Investment Consulting Inc. | 0.00% | No change | 3 | $185 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +200.0% | 3 | $185 |
| WPG Advisers, LLC | 0.00% | — | 2 | $123 |
| Activest Wealth Management | 0.00% | No change | 1 | $62 |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 1 | $57 |
| Hantz Financial Services, Inc. | 0.00% | No change | 6 | $0 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 3 | $0 |
| Strategic Investment Solutions, Inc. | 0.00% | New | 203 | $0 |
"% of holder's portfolio" is UPST's weight in each manager's 13F, not the share of Upstart Holdings Inc. the manager owns.