Upstart HoldingsUPST
13F holders, Q1 2025 (March 31)387holders −4
55new positions
55sold out
9famous investors
$46.02avg. 13F price*
At the end of Q1 2025, 387 institutions reported holding Upstart Holdings Inc. (UPST) in their 13F filings, down 4 from Q4 2024. 55 opened new positions and 55 sold out. The largest holders were Vanguard Group Inc. ($368.9M), BlackRock, Inc. ($299.7M) and State Street Corp. ($92.5M). 9 famous investors held it, including Philippe Laffont (0.2% of Coatue Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio).
- Company
- Upstart Holdings Inc.
- CUSIP
- 91680M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $91.1M |
| Exits | 55 | $111.7M |
All 13F filers, Q4 2024 → Q1 2025: 9,945,811 shares bought and 7,973,789 shares sold, net +1,972,022 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 387 holders
| Vanguard Group Inc. | 0.01% | Add +2.8% | 8,014,656 | $368.9M |
| BlackRock, Inc. | 0.01% | Add +3.1% | 6,510,168 | $299.7M |
| State Street Corp. | 0.00% | Reduce -1.1% | 2,008,749 | $92.5M |
| Geode Capital Management, LLC | 0.01% | Add +4.8% | 1,935,534 | $89.1M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -24.2% | 1,829,422 | $84.2M |
| Fred Alger Management, LLC | 0.46% | Reduce -7.9% | 1,764,136 | $81.2M |
| Morgan Stanley | 0.01% | Reduce -39.7% | 1,587,727 | $73.1M |
| BNP Paribas Financial Markets | 0.06% | Reduce -0.4% | 1,566,516 | $72.1M |
| Two Sigma Investments, LP | 0.16% | Reduce -22.0% | 1,499,186 | $69.0M |
| Two Sigma Advisers, LP | 0.15% | Reduce -13.8% | 1,474,200 | $67.9M |
| Renaissance Technologies | 0.10% | Add +4.5% | 1,441,600 | $66.4M |
| Invesco Ltd. | 0.01% | Add +79.0% | 1,270,352 | $58.5M |
| D. E. Shaw & Co. | 0.07% | Reduce -62.8% | 1,223,923 | $56.3M |
| Driehaus Capital Management LLC | 0.54% | Add +71.5% | 1,215,237 | $55.9M |
| Bank of America Corp. | 0.00% | Add +24.7% | 1,198,187 | $55.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.12% | Add +3.9% | 1,197,966 | $55.1M |
| Qube Research & Technologies Ltd | 0.08% | Add +94.8% | 1,178,408 | $54.2M |
| Susquehanna International Group, LLP | 0.07% | Add +85.6% | 987,638 | $45.5M |
| Norges Bank | 0.01% | Add +141.3% | 986,037 | $45.4M |
| Voloridge Investment Management, LLC | 0.16% | Reduce -7.2% | 952,701 | $43.9M |
| Fuller & Thaler Asset Management, Inc. | 0.16% | Add +27.9% | 907,581 | $41.8M |
| Man Group plc | 0.13% | Add +52.8% | 905,197 | $41.7M |
| Coatue Management | 0.18% | Add +149.5% | 870,947 | $40.1M |
| Capital Fund Management S.A. | 0.50% | Add +859.5% | 854,152 | $39.3M |
| Northern Trust Corp. | 0.01% | Reduce -1.0% | 774,806 | $35.7M |
| UBS Group AG | 0.01% | Add +34.9% | 757,925 | $34.9M |
| Barclays PLC | 0.02% | Add +83.2% | 731,951 | $33.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.1% | 679,055 | $31.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.14% | Add +48.8% | 677,049 | $31.2M |
| Summit Partners Public Asset Management, LLC | 1.48% | Reduce -31.7% | 671,000 | $30.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.1% | 657,855 | $30.3M |
| Trexquant Investment LP | 0.26% | Reduce -20.1% | 476,646 | $21.9M |
| Squarepoint Ops LLC | 0.05% | Reduce -7.2% | 426,077 | $19.6M |
| Nuveen, LLC | 0.01% | — | 414,893 | $19.1M |
| KADENSA CAPITAL Ltd | 2.35% | New | 412,171 | $19.0M |
| Pathstone Holdings, LLC | 0.08% | Reduce -2.2% | 387,368 | $17.8M |
| Citigroup Inc. | 0.01% | Reduce -1.6% | 351,101 | $16.2M |
| Jump Financial, LLC | 0.19% | Add +57.0% | 262,327 | $12.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | No change | 262,000 | $12.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -12.1% | 241,211 | $11.1M |
| Citadel Advisors | 0.01% | Add +618.0% | 234,794 | $10.8M |
| Verition Fund Management LLC | 0.06% | Add +114.8% | 226,883 | $10.4M |
| Tidal Investments LLC | 0.08% | Add +54.7% | 217,631 | $10.0M |
| HSBC Holdings PLC | 0.01% | Add +7.6% | 204,678 | $9.4M |
| Aquatic Capital Management LLC | 0.22% | New | 186,885 | $8.6M |
| Sepio Capital, LP | 0.66% | New | 180,300 | $8.3M |
| Quantbot Technologies LP | 0.26% | Add +454.8% | 180,035 | $8.3M |
| Twin Tree Management, LP | 0.18% | Add +766.1% | 175,857 | $8.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +18.7% | 173,017 | $8.0M |
| Canada Pension Plan Investment Board | 0.01% | New | 172,600 | $7.9M |
| Liontrust Investment Partners LLP | 0.12% | Add +153.9% | 161,402 | $7.4M |
| Swiss National Bank | 0.01% | Add +6.3% | 159,100 | $7.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +31.3% | 147,135 | $6.8M |
| First Trust Advisors LP | 0.01% | Add +5.9% | 141,161 | $6.5M |
| Engineers Gate Manager LP | 0.11% | Reduce -51.1% | 136,866 | $6.3M |
| Jane Street Group, LLC | 0.01% | Reduce -53.1% | 130,830 | $6.0M |
| Millennium Management | 0.01% | Reduce -41.0% | 128,840 | $5.9M |
| Schonfeld Strategic Advisors LLC | 0.04% | Add +179.2% | 127,647 | $5.9M |
| Magnetar Financial LLC | 0.08% | Add +949.0% | 121,701 | $5.6M |
| Principal Financial Group Inc. | 0.00% | Add +1675.4% | 118,687 | $5.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.5% | 118,678 | $5.5M |
| Rhumbline Advisers | 0.01% | Add +4.6% | 117,307 | $5.4M |
| Bank of Nova Scotia | 0.01% | Reduce -10.7% | 110,031 | $5.1M |
| Parallax Volatility Advisers, L.P. | 0.18% | New | 99,398 | $4.6M |
| AQR Capital Management | 0.00% | Add +89.5% | 96,706 | $4.5M |
| ExodusPoint Capital Management, LP | 0.06% | Add +45.6% | 96,080 | $4.4M |
| Group One Trading LLC | 0.18% | New | 94,690 | $4.4M |
| LPL Financial LLC | 0.00% | Add +11.8% | 93,630 | $4.3M |
| Alliancebernstein L.P. | 0.00% | No change | 90,910 | $4.2M |
| Legal & General Group Plc | 0.00% | Add +5.8% | 82,085 | $3.8M |
| Macquarie Group Ltd. | 0.00% | New | 76,649 | $3.5M |
| California State Teachers Retirement System | 0.00% | Add +6.6% | 76,036 | $3.5M |
| Robeco Institutional Asset Management B.V. | 0.01% | No change | 75,000 | $3.5M |
| Intech Investment Management LLC | 0.04% | Add +70.8% | 74,134 | $3.4M |
| Edgestream Partners, L.P. | 0.12% | New | 74,077 | $3.4M |
| Deutsche Bank AG | 0.00% | Reduce -15.7% | 73,816 | $3.4M |
| Wells Fargo & Company | 0.00% | Add +20.9% | 73,451 | $3.4M |
| Susquehanna Fundamental Investments, LLC | 0.05% | No change | 70,160 | $3.2M |
| Landscape Capital Management, L.L.C. | 0.29% | Add +222.0% | 70,117 | $3.2M |
| Hillsdale Investment Management Inc. | 0.16% | Add +9.1% | 68,300 | $3.1M |
| Quantinno Capital Management LP | 0.02% | Reduce -14.7% | 66,524 | $3.1M |
| Royal Fund Management, LLC | 0.36% | New | 65,340 | $3.0M |
| Tudor Investment Corporation | 0.03% | Add +27.7% | 63,294 | $2.9M |
| Global IMC LLC | 0.77% | New | 61,551 | $2.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.4% | 60,528 | $2.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.0% | 59,129 | $2.7M |
| Algert Global LLC | 0.07% | Add +13.0% | 57,184 | $2.6M |
| Tyler-Stone Wealth Management | 0.45% | No change | 54,834 | $2.5M |
| Informed Momentum Co LLC | 0.41% | Reduce -39.2% | 52,053 | $2.4M |
| Fox Run Management, L.L.C. | 0.35% | Add +859.9% | 49,684 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -16.1% | 49,670 | $2.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +10.6% | 47,830 | $2.2M |
| HRT Financial LP | 0.01% | New | 47,724 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.1% | 47,553 | $2.2M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.5% | 46,452 | $2.1M |
| Manchester Capital Management LLC | 0.25% | No change | 43,392 | $2.0M |
| Brevan Howard Capital Management LP | 0.06% | Reduce -37.5% | 43,133 | $2.0M |
| Jefferies Financial Group Inc. | 0.04% | Add +40.6% | 42,415 | $2.0M |
| Main Management ETF Advisors, LLC | 0.09% | New | 41,097 | $1.9M |
| Walleye Capital LLC | 0.02% | Add +15.2% | 40,686 | $1.9M |
| Composition Wealth, LLC | 0.04% | No change | 40,440 | $1.9M |
| SCS Capital Management LLC | 0.02% | New | 40,000 | $1.8M |
| Los Angeles Capital Management LLC | 0.01% | Add +26.0% | 39,439 | $1.8M |
| Corebridge Financial, Inc. | 0.01% | Add +0.4% | 39,207 | $1.8M |
| MML Investors Services, LLC | 0.01% | Reduce -7.0% | 39,042 | $1.8M |
| Zacks Investment Management | 0.02% | Add +45.6% | 38,948 | $1.8M |
| Bailard, Inc. | 0.05% | No change | 38,759 | $1.8M |
| Coastal Bridge Advisors, LLC | 0.25% | Add +7.9% | 38,388 | $1.8M |
| Bayesian Capital Management, LP | 0.29% | Add +91.5% | 38,100 | $1.8M |
| TCI Wealth Advisors, Inc. | 0.14% | Add +20.5% | 37,590 | $1.7M |
| Ensign Peak Advisors, Inc | 0.00% | Add +20.7% | 37,536 | $1.7M |
| Janus Henderson Group PLC | 0.00% | Add +12.4% | 36,427 | $1.7M |
| Simplicity Wealth,LLC | 0.13% | New | 37,197 | $1.7M |
| Guided Capital Wealth Management, LLC | 1.38% | New | 35,828 | $1.6M |
| SG Americas Securities, LLC | 0.01% | New | 35,604 | $1.6M |
| Scientech Research LLC | 0.43% | New | 34,958 | $1.6M |
| Wolverine Trading, LLC | 0.05% | Add +32.5% | 32,517 | $1.5M |
| PEAK6 LLC | 0.06% | New | 32,850 | $1.5M |
| Dimensional Fund Advisors LP | 0.00% | Add +89.2% | 32,297 | $1.5M |
| Cubist Systematic Strategies, LLC | 0.02% | Reduce -3.1% | 31,824 | $1.5M |
| Creative Planning | 0.00% | Add +74.3% | 31,248 | $1.4M |
| Natixis Advisors, LLC | 0.00% | Add +48.0% | 30,649 | $1.4M |
| Mariner, LLC | 0.00% | Add +36.4% | 30,609 | $1.4M |
| Point72 Asset Management | 0.00% | New | 28,911 | $1.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -3.0% | 28,659 | $1.3M |
| Nomura Holdings Inc. | 0.01% | Add +1.5% | 28,399 | $1.3M |
| Credit Agricole S A | 0.00% | Add +500.2% | 28,367 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +19.0% | 28,101 | $1.3M |
| SBI Securities Co., Ltd. | 0.04% | Add +69.1% | 27,871 | $1.3M |
| IMC-Chicago, LLC | 0.05% | Reduce -79.7% | 27,847 | $1.3M |
| Hidden Lake Asset Management LP | 1.23% | Reduce -83.3% | 27,062 | $1.2M |
| Sei Investments Co. | 0.00% | Add +19.9% | 26,013 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +5.2% | 25,661 | $1.2M |
| New York State Common Retirement Fund | 0.00% | Add +4.1% | 25,526 | $1.2M |
| CTC LLC | 0.19% | Add +5.1% | 25,381 | $1.2M |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.54% | New | 25,214 | $1.2M |
| Maxi Investments CY Ltd | 0.22% | Reduce -17.6% | 24,400 | $1.1M |
| Oppenheimer Asset Management Inc. | 0.01% | Add +1.3% | 24,352 | $1.1M |
| Arizona State Retirement System | 0.01% | Add +6.7% | 23,530 | $1.1M |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -12.1% | 23,230 | $1.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +10.8% | 21,825 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | New | 21,404 | $985K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +4.3% | 21,376 | $984K |
| SVB Wealth LLC | 0.04% | Add +0.1% | 21,224 | $977K |
| Voya Investment Management LLC | 0.00% | Reduce -8.3% | 21,153 | $974K |
| Occudo Quantitative Strategies LP | 0.12% | New | 19,698 | $932K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -49.7% | 19,848 | $914K |
| Comerica Bank | 0.00% | Reduce -6.6% | 19,788 | $911K |
| Truist Financial Corp. | 0.00% | Reduce -27.1% | 19,762 | $910K |
| Gryphon Financial Partners LLC | 0.13% | Reduce -19.5% | 19,721 | $908K |
| WMG Financial Advisors, LLC | 0.38% | Reduce -9.7% | 19,162 | $882K |
| Royal Bank of Canada | 0.00% | Reduce -4.5% | 19,101 | $880K |
| Handelsbanken Fonder AB | 0.00% | Reduce -1.6% | 19,100 | $879K |
| Jackson Creek Investment Advisors LLC | 0.28% | New | 19,049 | $877K |
| Apollon Wealth Management, LLC | 0.02% | Add +9.0% | 18,511 | $852K |
| Kera Capital Partners, Inc. | 0.25% | New | 18,371 | $846K |
| KLP Kapitalforvaltning As | 0.00% | Add +14.5% | 18,200 | $838K |
| Gemmer Asset Management LLC | 0.08% | Add +0.8% | 18,156 | $836K |
| Headlands Technologies LLC | 0.10% | Reduce -5.7% | 18,148 | $835K |
| Shelton Capital Management | 0.02% | No change | 18,000 | $829K |
| Cibc World Markets Corp. | 0.01% | Add +141.7% | 17,758 | $817K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +3.2% | 17,449 | $803K |
| ProShare Advisors LLC | 0.00% | Reduce -21.6% | 17,326 | $798K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | — | 16,800 | $773K |
| Counterpoint Mutual Funds LLC | 0.10% | Add +50.5% | 15,557 | $716K |
| Capital Advantage, Inc. | 0.13% | No change | 11,625 | $716K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +106.8% | 29,138 | $710K |
| Virtu Financial LLC | 0.04% | Add +93.0% | 15,238 | $701K |
| Kercheville Advisors, LLC | 0.28% | Reduce -0.3% | 15,000 | $690K |
| Gsa Capital Partners LLP | 0.06% | New | 14,927 | $687K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.7% | 14,625 | $673K |
| Bristlecone Advisors, LLC | 0.05% | No change | 14,520 | $668K |
| Private Advisor Group, LLC | 0.00% | Add +26.4% | 14,318 | $659K |
| Cetera Investment Advisers | 0.00% | Reduce -2.8% | 14,147 | $651K |
| Banco Santander, S.A. | 0.01% | Reduce -6.7% | 14,000 | $644K |
| Blueshift Asset Management, LLC | 0.25% | Add +307.6% | 13,814 | $636K |
| Harbour Investments, Inc. | 0.02% | Reduce -9.1% | 13,622 | $627K |
| State of Wisconsin Investment Board | 0.00% | Add +19.9% | 13,546 | $624K |
| Caption Management, LLC | 0.03% | Reduce -10.3% | 13,000 | $598K |
| Advisors Asset Management, Inc. | 0.01% | Add +754.0% | 12,980 | $597K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +175.5% | 12,712 | $585K |
| Compound Planning, Inc. | 0.03% | Add +3.0% | 12,707 | $585K |
| Ieq Capital, LLC | 0.00% | Add +75.4% | 12,654 | $582K |
| International Assets Investment Management, LLC | 0.05% | Add +127.4% | 12,630 | $581K |
| Bank of Montreal | 0.00% | Reduce -32.3% | 12,234 | $563K |
| Teacher Retirement System of Texas | 0.00% | New | 11,947 | $550K |
| Fairbanks Capital Management, Inc. | 0.35% | New | 11,800 | $543K |
| Pictet Asset Management Holding SA | 0.00% | Add +13.0% | 11,668 | $537K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +20.2% | 11,494 | $529K |
| Jennison Associates LLC | 0.00% | Add +22.8% | 11,177 | $514K |
| Centiva Capital, LP | 0.03% | New | 11,122 | $512K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -4.5% | 10,745 | $495K |
| Altshuler Shaham Ltd | 0.01% | New | 10,500 | $483K |
| Piar LLC | 0.53% | Reduce -9.2% | 10,425 | $480K |
| Victory Capital Management Inc. | 0.00% | Add +0.4% | 9,811 | $452K |
| US Bancorp \de | 0.00% | Reduce -10.6% | 9,567 | $440K |
| Point72 Hong Kong Ltd | 0.03% | New | 9,304 | $428K |
| Bayforest Capital Ltd | 0.18% | Add +52.3% | 9,081 | $418K |
| Aigen Investment Management, LP | 0.07% | Reduce -44.1% | 9,069 | $417K |
| Nebula Research & Development LLC | 0.04% | Add +174.3% | 8,940 | $412K |
| NFSG Corp | 0.10% | Reduce -0.5% | 8,619 | $397K |
| Prelude Capital Management, LLC | 0.04% | Add +74.9% | 8,479 | $390K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -10.4% | 8,234 | $379K |
| Left Brain Wealth Management, LLC | 0.16% | Reduce -30.0% | 8,170 | $376K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -2.6% | 8,000 | $368K |
| Strategic Family Wealth Counselors, L.L.C. | 0.12% | No change | 7,992 | $368K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -58.1% | 7,966 | $367K |
| Versor Investments LP | 0.06% | Reduce -25.1% | 7,794 | $359K |
| FMR LLC | 0.00% | Add +22.5% | 7,670 | $353K |
| Inspire Advisors, LLC | 0.04% | Add +5.8% | 7,616 | $351K |
| National Bank of Canada | 0.00% | Reduce -94.5% | 7,449 | $343K |
| Prudential Financial Inc. | 0.00% | Reduce -31.8% | 7,370 | $339K |
| Neuberger Berman Group LLC | 0.00% | Reduce -2.8% | 7,179 | $330K |
| Portman Square Capital LLP | 0.29% | New | 7,106 | $327K |
| Quantitative Investment Management, LLC | 0.03% | New | 7,083 | $326K |
| Jones Financial Companies LLLP | 0.00% | Add +22.5% | 6,750 | $319K |
| Marex Group Ltd | 0.01% | Reduce -14.3% | 6,855 | $316K |
| Intellectus Partners, LLC | 0.08% | Reduce -2.8% | 6,850 | $315K |
| Cerity Partners LLC | 0.00% | Add +76.3% | 6,419 | $295K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.13% | No change | 6,007 | $284K |
| Xponance LLC | 0.00% | Add +7.0% | 6,171 | $284K |
| QRG Capital Management, Inc. | 0.00% | Add +0.8% | 6,130 | $282K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +7.3% | 5,930 | $273K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -0.3% | 5,920 | $272K |
| Synergy Financial Group, LTD | 0.24% | No change | 5,793 | $267K |
| Vontobel Holding Ltd. | 0.00% | Add +51.8% | 5,769 | $266K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +1.8% | 5,765 | $265K |
| Symmetry Partners, LLC | 0.04% | Add +11.3% | 5,677 | $261K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +6.6% | 5,564 | $256K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,524 | $254K |
| J. Goldman & Co LP | 0.01% | New | 5,500 | $253K |
| Independent Advisor Alliance | 0.01% | Add +9.8% | 5,425 | $250K |
| Mach-1 Financial Group, LLC | 0.07% | New | 5,274 | $243K |
| Merit Financial Group, LLC | 0.00% | Add +19.7% | 5,263 | $242K |
| STRS Ohio | 0.00% | Reduce -37.4% | 5,200 | $239K |
| EMC Capital Management | 0.14% | No change | 5,100 | $239K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -0.3% | 5,150 | $237K |
| Advisory Services Network, LLC | 0.00% | Add +12.6% | 5,127 | $236K |
| Cresset Asset Management, LLC | 0.00% | Reduce -11.8% | 5,072 | $233K |
| Federated Hermes, Inc. | 0.00% | Reduce -34.8% | 4,905 | $226K |
| Gotham Asset Management | 0.00% | Reduce -5.1% | 4,821 | $222K |
| Cibc World Market Inc. | 0.00% | Reduce -1.9% | 4,727 | $218K |
| Tradition Wealth Management, LLC | 0.02% | Reduce -0.1% | 4,713 | $217K |
| Atria Investments, Inc | 0.00% | Add +10.8% | 4,677 | $215K |
| Integrated Wealth Concepts LLC | 0.00% | Add +13.8% | 4,628 | $213K |
| Perennial Investment Advisors, LLC | 0.02% | No change | 4,620 | $213K |
| Seros Financial, LLC | 0.16% | New | 4,589 | $211K |
| XTX Topco Ltd | 0.01% | Reduce -56.6% | 4,532 | $209K |
| Acadian Asset Management LLC | 0.00% | New | 4,541 | $208K |
| Garden State Investment Advisory Services LLC | 0.06% | New | 4,401 | $203K |
| Cwm, LLC | 0.00% | Add +211.0% | 4,152 | $191K |
| Russell Investments Group, Ltd. | 0.00% | Add +313.6% | 4,016 | $185K |
| KBC Group NV | 0.00% | Add +21.1% | 3,741 | $172K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +11.2% | 3,518 | $162K |
| Virtus Advisers, LLC | 0.11% | New | 3,497 | $161K |
| Leonteq Securities AG | 0.01% | Add +4.3% | 3,145 | $145K |
| Westside Investment Management, Inc. | 0.03% | No change | 3,050 | $140K |
| Rakuten Securities, Inc. | 0.07% | Add +482.3% | 2,888 | $133K |
| Orion Capital Management LLC | 0.05% | Reduce -35.2% | 2,760 | $127K |
| Amalgamated Bank | 0.00% | Add +5.8% | 2,759 | $127K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +12752.4% | 2,699 | $124K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +18.2% | 2,684 | $124K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -48.7% | 2,241 | $103K |
| Asset Management One Co., Ltd. | 0.00% | Add +71.2% | 2,010 | $93K |
| NewEdge Advisors, LLC | 0.00% | Add +20.0% | 1,997 | $92K |
| Aster Capital Management (DIFC) Ltd | 0.02% | New | 1,359 | $91K |
| PNC Financial Services Group, Inc. | 0.00% | Add +385.1% | 1,950 | $90K |
| Point72 (DIFC) Ltd | 0.01% | Add +273.3% | 1,904 | $88K |
| Wolverine Asset Management LLC | 0.01% | No change | 1,866 | $86K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,841 | $85K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +10.3% | 1,771 | $82K |
| GAMMA Investing LLC | 0.01% | Add +23.3% | 1,662 | $77K |
| Ancora Advisors LLC | 0.00% | Reduce -6.3% | 1,475 | $68K |
| Anfield Capital Management, LLC | 0.02% | No change | 1,416 | $65K |
| Albion Financial Group | 0.00% | No change | 1,000 | $46K |
| Signaturefd, LLC | 0.00% | Add +7.3% | 974 | $45K |
| Parallel Advisors, LLC | 0.00% | Reduce -3.0% | 908 | $42K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 869 | $40K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -4.4% | 843 | $39K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -3.5% | 827 | $38K |
| Shell Asset Management Co. | 0.00% | Reduce -3.8% | 787 | $36K |
| Quadrant Capital Group LLC | 0.00% | Add +1.4% | 715 | $33K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -73.2% | 673 | $31K |
| Fifth Third Bancorp | 0.00% | No change | 600 | $28K |
| Optimum Investment Advisors | 0.01% | Add +142.9% | 510 | $23K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.5% | 502 | $23K |
| Bogart Wealth, LLC | 0.00% | New | 500 | $23K |
| Geneos Wealth Management Inc. | 0.00% | Add +28.4% | 452 | $21K |
| Fortitude Family Office, LLC | 0.01% | No change | 437 | $20K |
| IFP Advisors, Inc | 0.00% | Reduce -3.5% | 412 | $19K |
| Quent Capital, LLC | 0.00% | Add +16.7% | 391 | $18K |
| Y.D. More Investments Ltd | 0.00% | No change | 370 | $17K |
| TD Waterhouse Canada Inc. | 0.00% | Add +409.8% | 311 | $14K |
| Rise Advisors, LLC | 0.01% | Add +110.3% | 307 | $14K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -27.8% | 302 | $14K |
| Ridgewood Investments LLC | 0.01% | No change | 300 | $14K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 300 | $14K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 300 | $14K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 300 | $14K |
| PrairieView Partners, LLC | 0.00% | No change | 300 | $13K |
| Versant Capital Management, Inc | 0.00% | No change | 258 | $12K |
| Lindbrook Capital, LLC | 0.00% | Reduce -9.3% | 254 | $12K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +25.5% | 251 | $12K |
| Larson Financial Group LLC | 0.00% | Add +24.9% | 246 | $11K |
| AlphaQuest LLC | 0.00% | Add +191.4% | 236 | $11K |
| Banque Cantonale Vaudoise | 0.00% | — | 215 | $10K |
| Toth Financial Advisory Corp. | 0.00% | No change | 210 | $10K |
| MAI Capital Management | 0.00% | No change | 204 | $9K |
| Broadwater Capital Management LLC | 0.01% | No change | 200 | $9K |
| City State Bank | 0.00% | No change | 200 | $9K |
| Flaharty Asset Management, LLC | 0.00% | New | 200 | $9K |
| N.E.W. Advisory Services LLC | 0.00% | New | 200 | $9K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 200 | $9K |
| Danske Bank A/S | 0.00% | No change | 200 | $9K |
| Covestor Ltd | 0.01% | Add +0.5% | 202 | $9K |
| SouthState Bank Corp | 0.00% | New | 180 | $8K |
| Allworth Financial LP | 0.00% | Reduce -13.1% | 173 | $8K |
| Dogwood Wealth Management LLC | 0.00% | No change | 165 | $8K |
| Hopwood Financial Services, Inc. | 0.01% | No change | 163 | $8K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 159 | $7K |
| Smartleaf Asset Management LLC | 0.00% | Add +50.0% | 150 | $7K |
| Accredited Wealth Management, LLC | 0.01% | New | 154 | $7K |
| Adirondack Trust Co. | 0.00% | No change | 150 | $7K |
| Transce3nd, LLC | 0.00% | Reduce -32.1% | 152 | $7K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +17.2% | 143 | $7K |
| Private Trust Co. NA | 0.00% | Add +8.5% | 140 | $6K |
| Rothschild Investment LLC | 0.00% | Add +42.1% | 135 | $6K |
| Putney Financial Group LLC | 0.01% | New | 118 | $5K |
| Pine Valley Investments Ltd Liability Co | 0.00% | New | 117 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +26.7% | 114 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +226.5% | 111 | $5K |
| CoreCap Advisors, LLC | 0.00% | Reduce -43.9% | 105 | $5K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 100 | $5K |
| Main Street Group, LTD | 0.00% | No change | 100 | $5K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 100 | $5K |
| Heritage Wealth Advisors | 0.00% | No change | 100 | $5K |
| Arax Advisory Partners | 0.00% | Add +22.2% | 88 | $4K |
| Sterling Capital Management LLC | 0.00% | Add +2.5% | 83 | $4K |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | Reduce -1.2% | 80 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | Add +4.0% | 104 | $4K |
| Avion Wealth | 0.00% | No change | 51 | $3K |
| Bessemer Group Inc. | 0.00% | Reduce -7.1% | 65 | $3K |
| CI Investments Inc. | 0.00% | New | 58 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 60 | $3K |
| True Wealth Design, LLC | 0.00% | Add +5.4% | 59 | $3K |
| Continuum Advisory, LLC | 0.00% | Add +14.9% | 54 | $2K |
| Inlight Wealth Management, LLC | 0.00% | New | 52 | $2K |
| Wiser Advisor Group LLC | 0.00% | New | 50 | $2K |
| Financial Freedom, LLC | 0.00% | No change | 50 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -2.0% | 50 | $2K |
| Brooklyn Investment Group | 0.00% | No change | 50 | $2K |
| DecisionPoint Financial, LLC | 0.00% | New | 47 | $2K |
| Hemington Wealth Management | 0.00% | Reduce -9.8% | 46 | $2K |
| Lazard Asset Management LLC | 0.00% | Add +13.7% | 58 | $2K |
| Nvwm, LLC | 0.00% | No change | 43 | $2K |
| Anchor Investment Management, LLC | 0.00% | No change | 41 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Add +37.9% | 40 | $2K |
| Parkside Financial Bank & Trust | 0.00% | New | 40 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 39 | $2K |
| Gould Capital, LLC | 0.00% | No change | 38 | $2K |
| Pacifica Partners Inc. | 0.00% | No change | 44 | $2K |
| Clearstead Advisors, LLC | 0.00% | Reduce -14.6% | 35 | $2K |
| Huntington National Bank | 0.00% | New | 30 | $1K |
| West Oak Capital, LLC | 0.00% | No change | 25 | $1K |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 25 | $1K |
| Stephens Consulting, LLC | 0.00% | New | 25 | $1K |
| Missouri Trust & Investment Co | 0.00% | No change | 22 | $1K |
| Sawyer & Company, Inc | 0.00% | No change | 17 | $1K |
| Amundi | 0.00% | Add +155.6% | 23 | $890 |
| Fairscale Capital, LLC | 0.00% | No change | 16 | $736 |
| Gen-Wealth Partners Inc | 0.00% | No change | 15 | $690 |
| PayPay Securities Corp | 0.04% | Reduce -13.3% | 13 | $618 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 13 | $599 |
| Cornerstone Planning Group LLC | 0.00% | No change | 11 | $484 |
| JNBA Financial Advisors | 0.00% | No change | 10 | $461 |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 10 | $460 |
| Assetmark, Inc. | 0.00% | Reduce -23.1% | 10 | $460 |
| Sound Income Strategies, LLC | 0.00% | Reduce -66.7% | 10 | $460 |
| Asset Dedication, LLC | 0.00% | New | 8 | $369 |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 4 | $247 |
| Addison Advisors LLC | 0.00% | No change | 4 | $185 |
| SJS Investment Consulting Inc. | 0.00% | No change | 3 | $139 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 3 | $139 |
| WPG Advisers, LLC | 0.00% | No change | 2 | $92 |
| Activest Wealth Management | 0.00% | No change | 1 | $46 |
| Hantz Financial Services, Inc. | 0.00% | No change | 6 | $0 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 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.