Upstart HoldingsUPST
13F holders, Q2 2025 (June 30)421holders +34
81new positions
49sold out
7famous investors
$64.66avg. 13F price*
At the end of Q2 2025, 421 institutions reported holding Upstart Holdings Inc. (UPST) in their 13F filings, up 34 from Q1 2025. 81 opened new positions and 49 sold out. The largest holders were Vanguard Group Inc. ($534.2M), BlackRock, Inc. ($437.8M) and Jericho Capital Asset Management L.P. ($236.3M). 7 famous investors held it, including Philippe Laffont (0.2% of Coatue Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Upstart Holdings Inc.
- CUSIP
- 91680M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $493.0M |
| Exits | 49 | $127.8M |
All 13F filers, Q1 2025 → Q2 2025: 12,452,441 shares bought and 11,168,814 shares sold, net +1,283,627 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 421 holders
| Vanguard Group Inc. | 0.01% | Add +3.0% | 8,259,108 | $534.2M |
| BlackRock, Inc. | 0.01% | Add +4.0% | 6,768,579 | $437.8M |
| Jericho Capital Asset Management L.P. | 3.15% | New | 3,653,835 | $236.3M |
| State Street Corp. | 0.01% | Add +3.4% | 2,076,019 | $134.3M |
| Geode Capital Management, LLC | 0.01% | Add +3.8% | 2,009,116 | $130.0M |
| Morgan Stanley | 0.01% | Add +5.3% | 1,672,703 | $108.2M |
| Contour Asset Management LLC | 2.93% | New | 1,387,200 | $89.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -28.1% | 1,315,631 | $85.1M |
| Two Sigma Investments, LP | 0.16% | Reduce -14.3% | 1,285,152 | $83.1M |
| Driehaus Capital Management LLC | 0.66% | Add +4.7% | 1,271,891 | $82.3M |
| Susquehanna International Group, LLP | 0.13% | Add +28.1% | 1,264,982 | $81.8M |
| Bank of America Corp. | 0.01% | Add +4.8% | 1,255,044 | $81.2M |
| Fred Alger Management, LLC | 0.35% | Reduce -30.9% | 1,219,700 | $78.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.15% | Reduce -0.2% | 1,195,702 | $77.3M |
| Norges Bank | 0.01% | Add +6.3% | 1,047,875 | $67.8M |
| Fuller & Thaler Asset Management, Inc. | 0.24% | Add +11.5% | 1,012,114 | $65.5M |
| Squarepoint Ops LLC | 0.14% | Add +137.3% | 1,011,167 | $65.4M |
| Capital Fund Management S.A. | 0.64% | Add +4.7% | 894,094 | $57.8M |
| Coatue Management | 0.16% | No change | 870,947 | $56.3M |
| Invesco Ltd. | 0.01% | Reduce -31.9% | 864,564 | $55.9M |
| UBS Group AG | 0.01% | Add +8.2% | 820,062 | $53.0M |
| Northern Trust Corp. | 0.01% | Add +1.3% | 784,719 | $50.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.17% | Add +9.2% | 739,261 | $47.8M |
| Two Sigma Advisers, LP | 0.09% | Reduce -52.5% | 700,000 | $45.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.9% | 690,122 | $44.6M |
| Mane Global Capital Management LP | 1.98% | New | 673,712 | $43.6M |
| D. E. Shaw & Co. | 0.04% | Reduce -46.7% | 652,826 | $42.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.4% | 649,435 | $42.0M |
| Tidal Investments LLC | 0.27% | Add +189.2% | 629,285 | $40.7M |
| Barclays PLC | 0.02% | Reduce -20.2% | 583,871 | $37.8M |
| Summit Partners Public Asset Management, LLC | 1.47% | Reduce -13.1% | 583,000 | $37.7M |
| Voloridge Investment Management, LLC | 0.13% | Reduce -43.3% | 539,771 | $34.9M |
| Nuveen, LLC | 0.01% | Add +23.6% | 512,682 | $33.2M |
| Man Group plc | 0.07% | Reduce -43.5% | 511,868 | $33.1M |
| Rokos Capital Management LLP | 0.53% | New | 479,321 | $31.0M |
| Pathstone Holdings, LLC | 0.10% | Reduce -0.7% | 384,683 | $24.9M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -68.6% | 370,004 | $23.9M |
| Wells Fargo & Company | 0.01% | Add +395.8% | 364,190 | $23.6M |
| Citigroup Inc. | 0.02% | Reduce -0.1% | 350,823 | $22.7M |
| KADENSA CAPITAL Ltd | 3.03% | Reduce -28.7% | 294,031 | $19.0M |
| Aquatic Capital Management LLC | 0.36% | Add +47.1% | 274,884 | $17.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +57.8% | 273,043 | $17.7M |
| Bank of New York Mellon Corp | 0.00% | Add +6.7% | 257,322 | $16.6M |
| Sepio Capital, LP | 1.18% | Add +42.0% | 256,102 | $16.6M |
| First Trust Advisors LP | 0.01% | Add +73.1% | 244,409 | $15.8M |
| Jump Financial, LLC | 0.20% | Reduce -8.9% | 238,972 | $15.5M |
| Canada Pension Plan Investment Board | 0.01% | Add +26.9% | 219,100 | $14.2M |
| HSBC Holdings PLC | 0.01% | Add +4.7% | 214,202 | $13.9M |
| Verition Fund Management LLC | 0.08% | Reduce -9.8% | 204,692 | $13.2M |
| Cubist Systematic Strategies, LLC | 0.14% | Add +512.3% | 194,854 | $12.6M |
| Hidden Lake Asset Management LP | 5.96% | Add +592.3% | 187,345 | $12.1M |
| Marex Group Ltd | 0.22% | Add +2565.8% | 182,740 | $11.8M |
| Q Fund Management (Hong Kong) Ltd | 6.18% | New | 173,700 | $11.2M |
| J. Goldman & Co LP | 0.35% | Add +3004.2% | 170,728 | $11.0M |
| Swiss National Bank | 0.01% | Add +2.7% | 163,400 | $10.6M |
| Jane Street Group, LLC | 0.02% | Add +23.2% | 161,234 | $10.4M |
| Landscape Capital Management, L.L.C. | 0.72% | Add +102.8% | 142,183 | $9.2M |
| Raymond James Financial Inc. | 0.00% | Add +18.2% | 140,250 | $9.1M |
| Twin Tree Management, LP | 0.22% | Reduce -24.9% | 132,147 | $8.5M |
| Rhumbline Advisers | 0.01% | Add +11.2% | 130,464 | $8.4M |
| Y-Intercept (Hong Kong) Ltd | 0.20% | New | 128,377 | $8.3M |
| Millennium Management | 0.01% | Reduce -1.2% | 127,335 | $8.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -16.6% | 122,681 | $7.9M |
| Polar Asset Management Partners Inc. | 0.27% | New | 122,400 | $7.9M |
| Marshall Wace, LLP | 0.01% | New | 111,152 | $7.2M |
| Balyasny Asset Management L.P. | 0.02% | New | 105,001 | $6.8M |
| Alliancebernstein L.P. | 0.00% | Add +8.6% | 98,680 | $6.4M |
| Metavasi Capital LP | 2.73% | New | 95,000 | $6.1M |
| Legal & General Group Plc | 0.00% | Add +13.5% | 93,131 | $6.0M |
| Liontrust Investment Partners LLP | 0.08% | Reduce -43.2% | 91,612 | $5.9M |
| Brevan Howard Capital Management LP | 0.07% | Add +111.7% | 91,309 | $5.9M |
| Quantinno Capital Management LP | 0.03% | Add +35.3% | 90,011 | $5.8M |
| Prudential Financial Inc. | 0.01% | Add +1116.8% | 89,675 | $5.8M |
| Hillsdale Investment Management Inc. | 0.21% | Add +30.9% | 89,440 | $5.8M |
| HRT Financial LP | 0.03% | Add +85.7% | 88,599 | $5.7M |
| SG Americas Securities, LLC | 0.02% | Add +135.3% | 83,766 | $5.4M |
| Federated Hermes, Inc. | 0.01% | Add +1563.6% | 81,598 | $5.3M |
| Sei Investments Co. | 0.01% | Add +202.3% | 78,649 | $5.1M |
| California State Teachers Retirement System | 0.01% | Add +0.4% | 76,368 | $4.9M |
| LPL Financial LLC | 0.00% | Reduce -19.9% | 74,977 | $4.8M |
| Nishkama Capital, LLC | 0.76% | New | 72,000 | $4.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +16.5% | 70,512 | $4.6M |
| Susquehanna Fundamental Investments, LLC | 0.12% | No change | 70,160 | $4.5M |
| Deutsche Bank AG | 0.00% | Reduce -7.8% | 68,029 | $4.4M |
| G2 Investment Partners Management LLC | 0.96% | New | 67,500 | $4.4M |
| Royal Fund Management, LLC | 0.45% | Reduce -0.6% | 64,926 | $4.2M |
| Nebula Research & Development LLC | 0.33% | Add +578.9% | 60,689 | $3.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +22.5% | 58,233 | $3.8M |
| Algert Global LLC | 0.08% | Add +0.9% | 57,689 | $3.7M |
| Edgestream Partners, L.P. | 0.10% | Reduce -23.8% | 56,459 | $3.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.7% | 52,793 | $3.4M |
| AQR Capital Management | 0.00% | Reduce -47.4% | 50,906 | $3.3M |
| ExodusPoint Capital Management, LP | 0.04% | Reduce -47.2% | 50,722 | $3.3M |
| MetLife Investment Management, LLC | 0.02% | Add +8.3% | 50,291 | $3.3M |
| Parallax Volatility Advisers, L.P. | 0.16% | Reduce -50.4% | 49,307 | $3.2M |
| Wolverine Trading, LLC | 0.08% | Add +53.8% | 50,019 | $3.2M |
| Schonfeld Strategic Advisors LLC | 0.02% | Reduce -62.8% | 47,469 | $3.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.2% | 47,236 | $3.1M |
| Quadrature Capital Ltd | 0.05% | New | 45,904 | $3.0M |
| Trexquant Investment LP | 0.03% | Reduce -90.5% | 45,143 | $2.9M |
| Bank of Nova Scotia | 0.01% | Reduce -59.3% | 44,789 | $2.9M |
| Intech Investment Management LLC | 0.03% | Reduce -40.8% | 43,904 | $2.8M |
| BNP Paribas Financial Markets | 0.00% | Reduce -97.2% | 43,854 | $2.8M |
| Manchester Capital Management LLC | 0.37% | Reduce -0.6% | 43,123 | $2.8M |
| MML Investors Services, LLC | 0.01% | Add +8.9% | 42,518 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +113.1% | 42,292 | $2.7M |
| Main Management ETF Advisors, LLC | 0.11% | Add +1.7% | 41,781 | $2.7M |
| Mariner, LLC | 0.00% | Add +35.2% | 41,385 | $2.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +44.0% | 41,276 | $2.7M |
| Composition Wealth, LLC | 0.04% | Add +0.0% | 40,451 | $2.6M |
| SCS Capital Management LLC | 0.03% | No change | 40,000 | $2.6M |
| Tyler-Stone Wealth Management | 0.41% | Reduce -27.7% | 39,634 | $2.6M |
| Coastal Bridge Advisors, LLC | 0.21% | Add +0.2% | 38,467 | $2.5M |
| Bailard, Inc. | 0.06% | Reduce -0.9% | 38,410 | $2.5M |
| Zacks Investment Management | 0.02% | Reduce -1.5% | 38,353 | $2.5M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -5.9% | 37,118 | $2.4M |
| Janus Henderson Group PLC | 0.00% | No change | 36,427 | $2.4M |
| Guided Capital Wealth Management, LLC | 1.82% | Add +1.7% | 36,437 | $2.4M |
| Gillson Capital LP | 0.17% | New | 35,000 | $2.3M |
| Susquehanna Portfolio Strategies, LLC | 0.05% | New | 34,112 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -31.6% | 33,997 | $2.2M |
| TCI Wealth Advisors, Inc. | 0.15% | Reduce -11.3% | 33,325 | $2.2M |
| Castleark Management LLC | 0.06% | New | 33,200 | $2.1M |
| Dimensional Fund Advisors LP | 0.00% | Add +0.3% | 32,384 | $2.1M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -22.9% | 28,950 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +0.6% | 28,269 | $1.8M |
| New York State Common Retirement Fund | 0.00% | Add +6.3% | 27,126 | $1.8M |
| AXA S.A. | 0.01% | New | 26,637 | $1.7M |
| Gemmer Asset Management LLC | 0.15% | Add +43.3% | 26,013 | $1.7M |
| Natixis Advisors, LLC | 0.00% | Reduce -16.7% | 25,525 | $1.7M |
| Arizona State Retirement System | 0.01% | Add +6.1% | 24,965 | $1.6M |
| Group One Trading LLC | 0.05% | Reduce -73.6% | 24,959 | $1.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +13.9% | 24,858 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -6.3% | 24,055 | $1.6M |
| SBI Securities Co., Ltd. | 0.04% | Reduce -16.3% | 23,326 | $1.5M |
| OMERS ADMINISTRATION Corp | 0.01% | New | 23,200 | $1.5M |
| Apollon Wealth Management, LLC | 0.03% | Add +24.6% | 23,059 | $1.5M |
| Voya Investment Management LLC | 0.00% | Add +8.4% | 22,928 | $1.5M |
| Headlands Technologies LLC | 0.18% | Add +26.1% | 22,892 | $1.5M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +33.9% | 22,500 | $1.5M |
| Fox Run Management, L.L.C. | 0.24% | Reduce -55.3% | 22,208 | $1.4M |
| Jackson Creek Investment Advisors LLC | 0.38% | Add +15.3% | 21,961 | $1.4M |
| Comerica Bank | 0.01% | Add +10.9% | 21,951 | $1.4M |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 2.45% | Reduce -14.8% | 21,490 | $1.4M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 21,376 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +154.4% | 20,948 | $1.4M |
| Legacy Capital Group California, Inc. | 0.37% | New | 20,803 | $1.3M |
| Kera Capital Partners, Inc. | 0.26% | Add +11.1% | 20,410 | $1.3M |
| Handelsbanken Fonder AB | 0.00% | Add +5.8% | 20,200 | $1.3M |
| Creative Planning | 0.00% | Reduce -37.3% | 19,581 | $1.3M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +9.2% | 19,057 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -91.9% | 18,976 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -12.4% | 18,751 | $1.2M |
| WMG Financial Advisors, LLC | 0.44% | Reduce -3.4% | 18,512 | $1.2M |
| Shelton Capital Management | 0.03% | No change | 18,000 | $1.2M |
| KLP Kapitalforvaltning As | 0.00% | Reduce -2.8% | 17,700 | $1.1M |
| ProShare Advisors LLC | 0.00% | Reduce -0.3% | 17,272 | $1.1M |
| Royal Bank of Canada | 0.00% | Reduce -11.0% | 17,002 | $1.1M |
| Teacher Retirement System of Texas | 0.00% | Add +38.8% | 16,585 | $1.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -43.6% | 16,420 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +14.8% | 16,240 | $1.1M |
| Bank of Montreal | 0.00% | Add +30.2% | 15,931 | $1.0M |
| Cadent Capital Advisors, LLC | 0.33% | New | 15,625 | $1.0M |
| Versor Investments LP | 0.18% | Add +98.6% | 15,480 | $1.0M |
| Banco Santander, S.A. | 0.01% | Add +10.4% | 15,463 | $1.0M |
| Sierra Summit Advisors LLC | 0.18% | New | 15,318 | $991K |
| CTC LLC | 0.06% | Reduce -40.5% | 15,115 | $978K |
| Kercheville Advisors, LLC | 0.33% | No change | 15,000 | $970K |
| Private Advisor Group, LLC | 0.01% | Add +0.5% | 14,388 | $931K |
| Boothbay Fund Management, LLC | 0.03% | New | 13,791 | $892K |
| Polymer Capital Management (US) LLC | 0.15% | New | 13,728 | $888K |
| Advisors Asset Management, Inc. | 0.02% | Add +4.0% | 13,500 | $873K |
| Truist Financial Corp. | 0.00% | Reduce -32.0% | 13,432 | $869K |
| Toronto Dominion Bank | 0.00% | New | 13,369 | $865K |
| Caption Management, LLC | 0.08% | No change | 13,000 | $841K |
| Altshuler Shaham Ltd | 0.03% | Add +23.8% | 13,000 | $841K |
| International Assets Investment Management, LLC | 0.07% | Add +2.4% | 12,929 | $836K |
| Vienna Asset Management LLC | 0.57% | New | 12,855 | $831K |
| Compound Planning, Inc. | 0.03% | Add +1.0% | 12,834 | $830K |
| Quantbot Technologies LP | 0.02% | Reduce -93.0% | 12,630 | $817K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +453.1% | 12,394 | $802K |
| Blueshift Asset Management, LLC | 0.24% | Reduce -11.2% | 12,273 | $794K |
| GC Wealth Management RIA, LLC | 0.06% | New | 12,243 | $792K |
| Picton Mahoney Asset Management | 0.01% | New | 12,044 | $779K |
| Gryphon Financial Partners LLC | 0.10% | Reduce -39.1% | 12,000 | $776K |
| Pictet Asset Management Holding SA | 0.00% | Add +0.3% | 11,697 | $757K |
| FMR LLC | 0.00% | Add +52.1% | 11,663 | $754K |
| Capital Advantage, Inc. | 0.12% | No change | 11,625 | $752K |
| Jennison Associates LLC | 0.00% | Add +1.8% | 11,382 | $736K |
| Harbour Investments, Inc. | 0.02% | Reduce -20.5% | 10,830 | $700K |
| Fairbanks Capital Management, Inc. | 0.40% | Reduce -8.5% | 10,800 | $699K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 10,745 | $695K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -56.1% | 10,701 | $692K |
| Prosperity Wealth Management, Inc. | 0.26% | New | 10,660 | $689K |
| Cibc World Markets Corp. | 0.00% | Reduce -41.6% | 10,378 | $671K |
| NFSG Corp | 0.11% | Add +16.8% | 10,064 | $651K |
| Bridgefront Capital, LLC | 0.17% | New | 9,921 | $642K |
| Victory Capital Management Inc. | 0.00% | Add +0.3% | 9,837 | $636K |
| Sig Brokerage, LP | 0.17% | New | 9,694 | $627K |
| US Bancorp \de | 0.00% | Add +0.5% | 9,612 | $622K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -16.6% | 9,592 | $620K |
| Prospera Financial Services Inc | 0.01% | New | 9,403 | $608K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +12.1% | 8,930 | $604K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -36.2% | 9,330 | $603K |
| Optiver Holding B.V. | 0.02% | New | 9,266 | $599K |
| Diker Management LLC | 0.55% | New | 9,000 | $582K |
| QRG Capital Management, Inc. | 0.00% | Add +42.9% | 8,760 | $567K |
| Jones Financial Companies LLLP | 0.00% | Add +30.3% | 8,797 | $558K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +7.5% | 8,600 | $556K |
| EMC Capital Management | 0.30% | Add +68.6% | 8,600 | $556K |
| STRS Ohio | 0.00% | Add +61.5% | 8,400 | $543K |
| Pursue Wealth Partners LLC | 0.31% | New | 8,384 | $542K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -43.1% | 7,230 | $534K |
| Candriam S.C.A. | 0.00% | New | 8,154 | $527K |
| State of Wisconsin Investment Board | 0.00% | Reduce -39.9% | 8,143 | $527K |
| Neuberger Berman Group LLC | 0.00% | Add +12.9% | 8,107 | $524K |
| Russell Investments Group, Ltd. | 0.00% | Add +100.1% | 8,037 | $520K |
| OneDigital Investment Advisors LLC | 0.01% | New | 8,033 | $520K |
| Strategic Family Wealth Counselors, L.L.C. | 0.15% | No change | 7,992 | $517K |
| Arete Wealth Advisors, LLC | 0.04% | New | 7,984 | $516K |
| Integrated Wealth Concepts LLC | 0.01% | Add +68.0% | 7,777 | $503K |
| Inspire Advisors, LLC | 0.05% | Add +0.9% | 7,683 | $497K |
| Intellectus Partners, LLC | 0.10% | Add +8.9% | 7,462 | $483K |
| Piar LLC | 0.53% | Reduce -0.5% | 10,375 | $478K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +21.2% | 7,187 | $465K |
| Quantitative Investment Management, LLC | 0.06% | Add +0.6% | 7,123 | $460K |
| American Century Companies Inc. | 0.00% | New | 7,086 | $458K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -83.5% | 7,000 | $453K |
| Advisory Services Network, LLC | 0.01% | Add +5.3% | 5,399 | $441K |
| Xponance LLC | 0.00% | Add +9.5% | 6,755 | $437K |
| Left Brain Wealth Management, LLC | 0.15% | Reduce -19.2% | 6,600 | $427K |
| Gsa Capital Partners LLP | 0.03% | Reduce -56.7% | 6,470 | $418K |
| Synergy Financial Group, LTD | 0.30% | Add +8.4% | 6,281 | $406K |
| Symmetry Partners, LLC | 0.05% | Add +7.2% | 6,086 | $394K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.16% | No change | 6,007 | $389K |
| Principal Financial Group Inc. | 0.00% | Reduce -95.0% | 5,990 | $387K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.2% | 5,930 | $384K |
| Summit Trail Advisors, LLC | 0.01% | New | 5,925 | $383K |
| Cibc World Market Inc. | 0.00% | Add +20.2% | 5,683 | $368K |
| Virtus Advisers, LLC | 0.23% | Add +62.1% | 5,670 | $367K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,524 | $357K |
| Integrated Financial Solutions, Inc. | 0.29% | — | 14,635 | $347K |
| Inceptionr LLC | 0.08% | New | 5,350 | $346K |
| Stifel Financial Corp. | 0.00% | New | 5,314 | $344K |
| Vontobel Holding Ltd. | 0.00% | Reduce -8.8% | 5,262 | $340K |
| Tradition Wealth Management, LLC | 0.03% | Add +11.3% | 5,248 | $339K |
| AdvisorNet Financial, Inc | 0.02% | No change | 5,150 | $333K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -8.0% | 5,120 | $331K |
| CIBC Private Wealth Group LLC | 0.00% | Add +4714.4% | 5,007 | $324K |
| Bramshill Investments, LLC | 0.03% | New | 5,000 | $323K |
| Point72 Asset Management | 0.00% | Reduce -83.0% | 4,928 | $319K |
| Gotham Asset Management | 0.00% | No change | 4,821 | $312K |
| Garden State Investment Advisory Services LLC | 0.08% | Add +9.4% | 4,817 | $312K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 4,777 | $309K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -17.3% | 4,768 | $308K |
| R Squared Ltd | 0.17% | New | 4,662 | $302K |
| Cresset Asset Management, LLC | 0.00% | Reduce -8.4% | 4,646 | $301K |
| Seros Financial, LLC | 0.19% | No change | 4,589 | $297K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -1.7% | 4,540 | $294K |
| Prelude Capital Management, LLC | 0.03% | Reduce -47.3% | 4,465 | $289K |
| Merit Financial Group, LLC | 0.00% | Reduce -17.2% | 4,359 | $282K |
| Dynamic Technology Lab Private Ltd | 0.04% | New | 4,332 | $280K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +22.2% | 4,300 | $278K |
| Capstone Investment Advisors, LLC | 0.00% | New | 4,239 | $274K |
| Caxton Associates LLP | 0.01% | New | 4,235 | $274K |
| Portman Square Capital LLP | 0.55% | Reduce -40.7% | 4,213 | $272K |
| Summit Financial Strategies, Inc. | 0.03% | New | 4,210 | $272K |
| Avantax Advisory Services, Inc. | 0.00% | New | 4,171 | $270K |
| Wealth Management Associates, Inc. | 0.10% | New | 4,170 | $270K |
| Worth Venture Partners, LLC | 2.13% | New | 4,000 | $259K |
| Joel Isaacson & Co., LLC | 0.01% | New | 4,000 | $259K |
| SteelPeak Wealth, LLC | 0.01% | New | 3,964 | $256K |
| Sanctuary Advisors, LLC | 0.00% | New | 3,907 | $253K |
| Wealthfront Advisers LLC | 0.00% | New | 3,821 | $247K |
| Independent Advisor Alliance | 0.01% | Reduce -30.3% | 3,783 | $245K |
| Commerce Bank | 0.00% | New | 3,675 | $238K |
| Blair William & Co. | 0.00% | New | 3,600 | $233K |
| Independent Financial Group, LLC | 0.01% | New | 3,568 | $231K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 3,555 | $230K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 3,527 | $228K |
| GDS Wealth Management | 0.02% | New | 3,453 | $223K |
| Keudell/Morrison Wealth Management | 0.05% | New | 3,450 | $223K |
| Cerity Partners LLC | 0.00% | Reduce -47.2% | 3,391 | $219K |
| Toth Financial Advisory Corp. | 0.03% | Add +1500.0% | 3,360 | $217K |
| Savvy Advisors, Inc. | 0.01% | New | 3,358 | $217K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 3,354 | $217K |
| Captrust Financial Advisors | 0.00% | New | 3,345 | $216K |
| Cornerstone Investment Partners, LLC | 0.01% | New | 3,296 | $213K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +84.7% | 3,271 | $212K |
| Total Clarity Wealth Management, Inc. | 0.06% | New | 3,250 | $210K |
| Atria Investments, Inc | 0.00% | Reduce -31.2% | 3,219 | $208K |
| HighTower Advisors, LLC | 0.00% | New | 3,197 | $207K |
| Westside Investment Management, Inc. | 0.04% | No change | 3,050 | $203K |
| Leonteq Securities AG | 0.01% | Reduce -8.1% | 2,889 | $187K |
| Amalgamated Bank | 0.00% | No change | 2,759 | $178K |
| Orion Capital Management LLC | 0.07% | Reduce -0.4% | 2,750 | $178K |
| KBC Group NV | 0.00% | Reduce -35.5% | 2,413 | $156K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -14.5% | 2,295 | $148K |
| PNC Financial Services Group, Inc. | 0.00% | Add +17.1% | 2,284 | $148K |
| Twin Peaks Wealth Advisors, LLC | 0.05% | New | 2,275 | $144K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -3.3% | 1,943 | $126K |
| Wolverine Asset Management LLC | 0.01% | No change | 1,866 | $121K |
| GAMMA Investing LLC | 0.01% | Reduce -2.0% | 1,629 | $105K |
| Allworth Financial LP | 0.00% | Add +839.3% | 1,625 | $105K |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.14% | Add +1775.0% | 1,500 | $97K |
| Anfield Capital Management, LLC | 0.03% | No change | 1,416 | $92K |
| Cwm, LLC | 0.00% | Reduce -66.5% | 1,393 | $90K |
| Rakuten Securities, Inc. | 0.03% | Reduce -57.4% | 1,231 | $80K |
| Bogart Wealth, LLC | 0.00% | Add +140.0% | 1,200 | $78K |
| Point72 (DIFC) Ltd | 0.01% | Reduce -43.7% | 1,072 | $69K |
| Daiwa Securities Group Inc. | 0.00% | Add +29.1% | 1,068 | $69K |
| Albion Financial Group | 0.00% | No change | 1,000 | $65K |
| Walleye Trading LLC | 0.00% | New | 973 | $63K |
| State of Wyoming | 0.01% | New | 948 | $61K |
| Versant Capital Management, Inc | 0.01% | Add +258.5% | 925 | $60K |
| Signaturefd, LLC | 0.00% | Reduce -8.2% | 894 | $58K |
| Ancora Advisors LLC | 0.00% | Reduce -40.7% | 875 | $57K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +72.1% | 864 | $56K |
| Parallel Advisors, LLC | 0.00% | Reduce -7.7% | 838 | $54K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 816 | $53K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -10.6% | 754 | $49K |
| Shell Asset Management Co. | 0.00% | Reduce -9.3% | 714 | $46K |
| NewEdge Advisors, LLC | 0.00% | Reduce -65.1% | 697 | $45K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | No change | 673 | $44K |
| Fifth Third Bancorp | 0.00% | No change | 600 | $39K |
| Ameritas Advisory Services, LLC | 0.00% | New | 532 | $34K |
| Optimum Investment Advisors | 0.01% | No change | 510 | $33K |
| IFP Advisors, Inc | 0.00% | Reduce -7.3% | 382 | $29K |
| National Bank of Canada | 0.00% | Reduce -94.0% | 443 | $29K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +162.9% | 376 | $24K |
| Y.D. More Investments Ltd | 0.00% | No change | 370 | $24K |
| Larson Financial Group LLC | 0.00% | Add +43.9% | 354 | $23K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -22.1% | 352 | $23K |
| Danske Bank A/S | 0.00% | Add +73.0% | 346 | $22K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.9% | 332 | $21K |
| Rise Advisors, LLC | 0.01% | Reduce -1.3% | 303 | $20K |
| Ridgewood Investments LLC | 0.01% | No change | 300 | $19K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 300 | $19K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 300 | $19K |
| Wood Tarver Financial Group, LLC | 0.01% | No change | 300 | $19K |
| PrairieView Partners, LLC | 0.00% | No change | 300 | $19K |
| MTM Investment Management, LLC | 0.01% | New | 279 | $18K |
| Putney Financial Group LLC | 0.02% | Add +110.2% | 248 | $16K |
| MAI Capital Management | 0.00% | Add +6.9% | 218 | $14K |
| Sterling Capital Management LLC | 0.00% | Add +145.8% | 204 | $13K |
| Covestor Ltd | 0.01% | No change | 202 | $13K |
| Broadwater Capital Management LLC | 0.01% | Add +6368.0% | 12,936 | $13K |
| City State Bank | 0.00% | No change | 200 | $13K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 200 | $13K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -20.3% | 200 | $13K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 200 | $13K |
| Dogwood Wealth Management LLC | 0.01% | No change | 165 | $13K |
| Rothschild Investment LLC | 0.00% | Add +25.9% | 170 | $11K |
| Private Trust Co. NA | 0.00% | Add +18.6% | 166 | $11K |
| GeoWealth Management, LLC | 0.00% | New | 166 | $11K |
| Hopwood Financial Services, Inc. | 0.01% | No change | 163 | $11K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 159 | $10K |
| Transce3nd, LLC | 0.00% | No change | 152 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -94.3% | 153 | $10K |
| Adirondack Trust Co. | 0.00% | No change | 150 | $10K |
| Pine Valley Investments Ltd Liability Co | 0.00% | Add +25.6% | 147 | $10K |
| Arax Advisory Partners | 0.00% | Add +62.5% | 143 | $9K |
| Fortitude Family Office, LLC | 0.00% | Reduce -70.3% | 130 | $8K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -6.1% | 107 | $7K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 100 | $6K |
| Main Street Group, LTD | 0.00% | No change | 100 | $6K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 100 | $6K |
| Heritage Wealth Advisors | 0.00% | No change | 100 | $6K |
| True Wealth Design, LLC | 0.00% | Add +39.0% | 82 | $5K |
| SouthState Bank Corp | 0.00% | Reduce -55.6% | 80 | $5K |
| Brooklyn Investment Group | 0.00% | Add +36.0% | 68 | $4K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -80.4% | 61 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -42.3% | 64 | $4K |
| Principal Securities, Inc. | 0.00% | New | 62 | $4K |
| Avion Wealth | 0.00% | Add +43.1% | 73 | $4K |
| Bessemer Group Inc. | 0.00% | No change | 65 | $4K |
| Quarry LP | 0.00% | New | 59 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 60 | $4K |
| Inlight Wealth Management, LLC | 0.00% | No change | 52 | $3K |
| Financial Freedom, LLC | 0.00% | No change | 50 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 50 | $3K |
| Lazard Asset Management LLC | 0.00% | Reduce -8.6% | 53 | $3K |
| Pacifica Partners Inc. | 0.00% | No change | 44 | $3K |
| Nvwm, LLC | 0.00% | No change | 43 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Add +5.0% | 42 | $3K |
| Anchor Investment Management, LLC | 0.00% | No change | 41 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 40 | $3K |
| Assetmark, Inc. | 0.00% | Add +300.0% | 40 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 39 | $3K |
| Gould Capital, LLC | 0.00% | No change | 38 | $2K |
| Hemington Wealth Management | 0.00% | No change | 46 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -82.0% | 27 | $2K |
| West Oak Capital, LLC | 0.00% | No change | 25 | $2K |
| Huntington National Bank | 0.00% | Reduce -20.0% | 24 | $2K |
| Essential Partners LLC | 0.00% | — | 23 | $1K |
| Missouri Trust & Investment Co | 0.00% | No change | 22 | $1K |
| Fairscale Capital, LLC | 0.00% | Reduce -25.0% | 12 | $981 |
| Gen-Wealth Partners Inc | 0.00% | No change | 15 | $970 |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -98.3% | 15 | $970 |
| Cornerstone Planning Group LLC | 0.00% | No change | 11 | $909 |
| Hughes Financial Services, LLC | 0.00% | New | 13 | $873 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 13 | $841 |
| CVA Family Office, LLC | 0.00% | New | 13 | $841 |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 10 | $817 |
| PayPay Securities Corp | 0.03% | Reduce -15.4% | 11 | $711 |
| JNBA Financial Advisors | 0.00% | No change | 10 | $647 |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 10 | $647 |
| Sound Income Strategies, LLC | 0.00% | No change | 10 | $647 |
| CoreCap Advisors, LLC | 0.00% | Reduce -90.5% | 10 | $647 |
| Sawyer & Company, Inc | 0.00% | No change | 17 | $602 |
| Bare Financial Services, Inc | 0.00% | New | 9 | $582 |
| Asset Dedication, LLC | 0.00% | No change | 8 | $518 |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 7 | $453 |
| DecisionPoint Financial, LLC | 0.00% | Reduce -89.4% | 5 | $341 |
| Addison Advisors LLC | 0.00% | No change | 4 | $259 |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 4 | $259 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 3 | $195 |
| WPG Advisers, LLC | 0.00% | No change | 2 | $129 |
| Activest Wealth Management | 0.00% | No change | 1 | $65 |
| Oliver Lagore Vanvalin Investment Group | 0.00% | — | 1 | $43 |
| Hantz Financial Services, Inc. | 0.00% | No change | 6 | $0 |
"% of holder's portfolio" is UPST's weight in each manager's 13F, not the share of Upstart Holdings Inc. the manager owns.