Upstart HoldingsUPST
13F holders, Q3 2025 (September 30)412holders −9
72new positions
77sold out
8famous investors
$50.83avg. 13F price*
At the end of Q3 2025, 412 institutions reported holding Upstart Holdings Inc. (UPST) in their 13F filings, down 9 from Q2 2025. 72 opened new positions and 77 sold out. The largest holders were Vanguard Group Inc. ($418.6M), BlackRock, Inc. ($348.3M) and Jericho Capital Asset Management L.P. ($227.6M). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Philippe Laffont (0.1% of Coatue Management'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $246.0M |
| Exits | 77 | $333.0M |
All 13F filers, Q2 2025 → Q3 2025: 14,581,599 shares bought and 11,282,078 shares sold, net +3,299,521 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 412 holders
| Vanguard Group Inc. | 0.01% | Reduce -0.2% | 8,240,724 | $418.6M |
| BlackRock, Inc. | 0.01% | Add +1.3% | 6,856,038 | $348.3M |
| Jericho Capital Asset Management L.P. | 2.37% | Add +22.6% | 4,480,809 | $227.6M |
| Slate Path Capital LP | 2.15% | New | 2,731,974 | $138.8M |
| State Street Corp. | 0.00% | Reduce -1.2% | 2,051,352 | $104.2M |
| Geode Capital Management, LLC | 0.01% | Add +1.6% | 2,041,781 | $103.7M |
| Morgan Stanley | 0.01% | Reduce -1.2% | 1,652,024 | $83.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +20.8% | 1,589,648 | $80.8M |
| Squarepoint Ops LLC | 0.15% | Add +34.1% | 1,356,294 | $68.9M |
| Marex Group Ltd | 0.82% | Add +613.9% | 1,304,483 | $66.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.10% | Reduce -1.4% | 1,178,677 | $59.9M |
| Fred Alger Management, LLC | 0.22% | Reduce -7.5% | 1,127,568 | $57.3M |
| Fuller & Thaler Asset Management, Inc. | 0.18% | Add +3.4% | 1,046,143 | $53.1M |
| Tidal Investments LLC | 0.22% | Add +59.0% | 1,000,638 | $50.8M |
| T. Rowe Price Associates Inc. | 0.01% | Add +1306.0% | 991,433 | $50.4M |
| Jane Street Group, LLC | 0.06% | Add +504.5% | 974,697 | $49.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.16% | Add +31.5% | 971,856 | $49.4M |
| Voloridge Investment Management, LLC | 0.17% | Add +79.8% | 970,306 | $49.3M |
| Susquehanna International Group, LLP | 0.07% | Reduce -23.9% | 962,880 | $48.9M |
| Coatue Management | 0.11% | No change | 870,947 | $44.2M |
| Wells Fargo & Company | 0.01% | Add +132.4% | 846,246 | $43.0M |
| UBS Group AG | 0.01% | Add +0.6% | 825,348 | $41.9M |
| Northern Trust Corp. | 0.01% | Add +0.1% | 785,312 | $39.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +7.4% | 741,430 | $37.7M |
| Barclays PLC | 0.01% | Add +23.2% | 719,410 | $36.5M |
| Invesco Ltd. | 0.00% | Reduce -30.0% | 604,892 | $30.7M |
| Clear Street Group Inc. | 0.14% | — | 571,212 | $29.0M |
| Qube Research & Technologies Ltd | 0.04% | Add +53.5% | 567,873 | $28.8M |
| Capital Fund Management S.A. | 0.29% | Reduce -37.1% | 562,108 | $28.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.1% | 551,723 | $28.0M |
| Citigroup Inc. | 0.02% | Add +56.8% | 550,138 | $27.9M |
| Marshall Wace, LLP | 0.03% | Add +341.4% | 490,581 | $24.9M |
| Man Group plc | 0.05% | Reduce -7.7% | 472,244 | $24.0M |
| Jump Financial, LLC | 0.32% | Add +97.0% | 470,791 | $23.9M |
| Millennium Management | 0.02% | Add +258.3% | 456,251 | $23.2M |
| KADENSA CAPITAL Ltd | 2.38% | Add +54.8% | 455,150 | $23.1M |
| Nuveen, LLC | 0.01% | Reduce -15.0% | 435,915 | $22.1M |
| Tudor Investment Corporation | 0.13% | New | 370,901 | $18.8M |
| Optiver Holding B.V. | 0.30% | Add +3866.5% | 367,534 | $18.7M |
| Rokos Capital Management LLP | 0.23% | Reduce -24.7% | 360,719 | $18.3M |
| Pathstone Holdings, LLC | 0.07% | Reduce -12.1% | 338,333 | $17.2M |
| Two Sigma Advisers, LP | 0.03% | Reduce -56.7% | 302,900 | $15.4M |
| Summit Partners Public Asset Management, LLC | 0.50% | Reduce -48.5% | 300,000 | $15.2M |
| Citadel Advisors | 0.01% | Add +1460.7% | 296,158 | $15.0M |
| Balyasny Asset Management L.P. | 0.03% | Add +174.1% | 287,764 | $14.6M |
| Two Sigma Investments, LP | 0.02% | Reduce -78.4% | 277,144 | $14.1M |
| Bank of New York Mellon Corp | 0.00% | Add +6.0% | 272,784 | $13.9M |
| Bank of America Corp. | 0.00% | Reduce -80.5% | 245,059 | $12.4M |
| First Trust Advisors LP | 0.01% | Reduce -3.0% | 237,131 | $12.0M |
| GC Wealth Management RIA, LLC | 0.38% | Add +1779.2% | 230,072 | $11.7M |
| HSBC Holdings PLC | 0.01% | Add +6.7% | 228,530 | $11.6M |
| SG Americas Securities, LLC | 0.04% | Add +147.6% | 207,422 | $10.5M |
| Annex Advisory Services, LLC | 0.22% | New | 207,094 | $10.5M |
| Halter Ferguson Financial Inc. | 2.53% | New | 205,406 | $10.4M |
| IMC-Chicago, LLC | 0.16% | New | 178,363 | $9.1M |
| Virtu Financial LLC | 0.49% | New | 170,211 | $8.6M |
| Swiss National Bank | 0.00% | Add +1.6% | 166,000 | $8.4M |
| Liontrust Investment Partners LLP | 0.12% | Add +77.6% | 162,680 | $8.3M |
| Verition Fund Management LLC | 0.05% | Reduce -21.2% | 161,303 | $8.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -41.2% | 160,433 | $8.1M |
| Quantbot Technologies LP | 0.20% | Add +1066.4% | 147,316 | $7.5M |
| Wellington Management Group LLP | 0.00% | New | 127,523 | $6.5M |
| Rhumbline Advisers | 0.01% | Reduce -2.5% | 127,179 | $6.5M |
| Aquatic Capital Management LLC | 0.12% | Reduce -54.0% | 126,482 | $6.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -12.8% | 122,285 | $6.2M |
| LPL Financial LLC | 0.00% | Add +48.8% | 111,556 | $5.7M |
| Landscape Capital Management, L.L.C. | 0.36% | Reduce -22.0% | 110,859 | $5.6M |
| Walleye Trading LLC | 0.09% | Add +11276.4% | 110,692 | $5.6M |
| Bank of Nova Scotia | 0.01% | Add +144.7% | 109,588 | $5.6M |
| D. E. Shaw & Co. | 0.00% | Reduce -83.3% | 109,190 | $5.5M |
| Prudential Financial Inc. | 0.01% | Add +13.4% | 101,695 | $5.2M |
| HRT Financial LP | 0.02% | Add +13.8% | 100,797 | $5.1M |
| Nordea Investment Management AB | 0.00% | New | 98,393 | $5.1M |
| Alliancebernstein L.P. | 0.00% | Add +0.6% | 99,300 | $5.0M |
| Hillsdale Investment Management Inc. | 0.15% | Add +10.0% | 98,410 | $5.0M |
| Erste Asset Management GmbH | 0.05% | New | 83,400 | $4.8M |
| AXA Investment Managers S.A. | 0.01% | — | 92,466 | $4.7M |
| Legal & General Group Plc | 0.00% | Reduce -2.6% | 90,694 | $4.6M |
| Quantinno Capital Management LP | 0.01% | Add +0.6% | 90,509 | $4.6M |
| Edgestream Partners, L.P. | 0.13% | Add +59.1% | 89,836 | $4.6M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Add +2608.6% | 88,599 | $4.5M |
| Bank of Montreal | 0.00% | Add +452.4% | 88,001 | $4.5M |
| California State Teachers Retirement System | 0.00% | Add +8.7% | 83,029 | $4.2M |
| Engineers Gate Manager LP | 0.04% | New | 73,513 | $3.7M |
| Federated Hermes, Inc. | 0.01% | Reduce -10.0% | 73,441 | $3.7M |
| Deutsche Bank AG | 0.00% | Add +3.5% | 70,428 | $3.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +12.1% | 65,298 | $3.3M |
| Neo Ivy Capital Management | 0.78% | New | 63,356 | $3.2M |
| Bridgewater Associates | 0.01% | New | 61,972 | $3.1M |
| Walleye Capital LLC | 0.03% | New | 61,507 | $3.1M |
| Dimensional Fund Advisors LP | 0.00% | Add +78.4% | 57,761 | $2.9M |
| Brevan Howard Capital Management LP | 0.04% | Reduce -39.2% | 55,494 | $2.8M |
| Twin Tree Management, LP | 0.13% | Reduce -58.1% | 55,371 | $2.8M |
| Osaic Holdings, Inc. | 0.00% | Add +46.6% | 41,434 | $2.8M |
| Trexquant Investment LP | 0.03% | Add +21.3% | 54,755 | $2.8M |
| MML Investors Services, LLC | 0.01% | Add +28.4% | 54,616 | $2.8M |
| Sei Investments Co. | 0.00% | Reduce -34.3% | 51,714 | $2.6M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.7% | 49,448 | $2.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.8% | 48,647 | $2.5M |
| Schonfeld Strategic Advisors LLC | 0.02% | Reduce -0.7% | 47,126 | $2.4M |
| Intech Investment Management LLC | 0.02% | Add +6.6% | 46,786 | $2.4M |
| AQR Capital Management | 0.00% | Reduce -11.1% | 45,233 | $2.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.4% | 45,176 | $2.3M |
| BNP Paribas Financial Markets | 0.00% | Add +1.7% | 44,607 | $2.3M |
| Group One Trading LLC | 0.07% | Add +73.2% | 43,222 | $2.2M |
| Manchester Capital Management LLC | 0.30% | No change | 43,123 | $2.2M |
| Credit Agricole S A | 0.01% | — | 42,912 | $2.2M |
| Zacks Investment Management | 0.02% | Add +7.4% | 41,191 | $2.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -66.7% | 40,837 | $2.1M |
| Composition Wealth, LLC | 0.03% | No change | 40,451 | $2.1M |
| Coastal Bridge Advisors, LLC | 0.15% | Add +1.1% | 38,870 | $2.0M |
| Bailard, Inc. | 0.04% | No change | 38,410 | $2.0M |
| Royal Bank of Canada | 0.00% | Add +124.0% | 38,093 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -14.5% | 36,145 | $1.8M |
| Nomura Holdings Inc. | 0.01% | New | 35,774 | $1.8M |
| SCS Capital Management LLC | 0.02% | Reduce -12.2% | 35,140 | $1.8M |
| Susquehanna Portfolio Strategies, LLC | 0.03% | No change | 34,112 | $1.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -18.9% | 33,487 | $1.7M |
| TCI Wealth Advisors, Inc. | 0.10% | No change | 33,325 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.9% | 31,986 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +32.9% | 31,962 | $1.6M |
| Falcon Wealth Planning | 0.14% | New | 31,361 | $1.6M |
| Algert Global LLC | 0.03% | Reduce -47.5% | 30,297 | $1.5M |
| Simplicity Wealth,LLC | 0.08% | New | 27,967 | $1.4M |
| Creative Planning | 0.00% | Add +42.8% | 27,955 | $1.4M |
| Mariner, LLC | 0.00% | Reduce -34.0% | 27,310 | $1.4M |
| New York State Common Retirement Fund | 0.00% | No change | 27,126 | $1.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +8.1% | 26,882 | $1.4M |
| Royal Fund Management, LLC | 0.16% | Reduce -60.6% | 25,583 | $1.3M |
| Gemmer Asset Management LLC | 0.10% | Reduce -1.9% | 25,513 | $1.3M |
| Intellectus Partners, LLC | 0.25% | Add +241.1% | 25,450 | $1.3M |
| Arizona State Retirement System | 0.01% | Add +1.5% | 25,335 | $1.3M |
| Janus Henderson Group PLC | 0.00% | Reduce -32.5% | 24,587 | $1.2M |
| Los Angeles Capital Management LLC | 0.00% | Reduce -34.7% | 24,244 | $1.2M |
| Weiss Asset Management LP | 0.02% | New | 24,170 | $1.2M |
| Handelsbanken Fonder AB | 0.00% | Add +17.8% | 23,800 | $1.2M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +23.4% | 23,514 | $1.2M |
| Main Management ETF Advisors, LLC | 0.04% | Reduce -44.4% | 23,250 | $1.2M |
| OMERS ADMINISTRATION Corp | 0.01% | No change | 23,200 | $1.2M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -89.5% | 23,000 | $1.2M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -1.2% | 22,781 | $1.2M |
| Jackson Creek Investment Advisors LLC | 0.32% | Reduce -0.1% | 21,951 | $1.1M |
| Campbell Newman Asset Management Inc. | 0.08% | New | 21,943 | $1.1M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -0.1% | 21,350 | $1.1M |
| Comerica Bank | 0.00% | Reduce -2.8% | 21,348 | $1.1M |
| Legacy Capital Group California, Inc. | 0.27% | Reduce -1.0% | 20,588 | $1.0M |
| Ardmore Road Asset Management LP | 0.07% | New | 20,000 | $1.0M |
| Kera Capital Partners, Inc. | 0.15% | Reduce -2.4% | 19,926 | $1.0M |
| Caitong International Asset Management Co., Ltd | 0.69% | New | 19,633 | $997K |
| Natixis Advisors, LLC | 0.00% | Reduce -25.4% | 19,042 | $967K |
| SummitTX Capital, L.P. | 0.04% | New | 18,471 | $938K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.9% | 18,393 | $934K |
| Shelton Capital Management | 0.02% | No change | 18,000 | $914K |
| KLP Kapitalforvaltning As | 0.00% | No change | 17,700 | $899K |
| International Assets Investment Management, LLC | 0.07% | No change | 12,929 | $881K |
| Old Mission Capital LLC | 0.03% | New | 17,255 | $877K |
| SBI Securities Co., Ltd. | 0.02% | Reduce -27.0% | 17,018 | $865K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +2.2% | 16,780 | $852K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -43.2% | 16,450 | $836K |
| Cetera Investment Advisers | 0.00% | Reduce -1.6% | 15,983 | $812K |
| AlphaQuest LLC | 0.05% | New | 15,897 | $808K |
| WMG Financial Advisors, LLC | 0.27% | Reduce -14.3% | 15,862 | $806K |
| Private Advisor Group, LLC | 0.00% | Add +9.3% | 15,732 | $799K |
| CTC LLC | 0.03% | Add +2.5% | 15,495 | $787K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -26.8% | 15,343 | $779K |
| Voya Investment Management LLC | 0.00% | Reduce -33.5% | 15,249 | $775K |
| Kercheville Advisors, LLC | 0.23% | No change | 15,000 | $762K |
| Caption Management, LLC | 0.05% | Add +15.4% | 15,000 | $762K |
| Russell Investments Group, Ltd. | 0.00% | Add +85.1% | 14,878 | $756K |
| ProShare Advisors LLC | 0.00% | Reduce -16.6% | 14,402 | $732K |
| Fox Run Management, L.L.C. | 0.11% | Reduce -35.2% | 14,388 | $731K |
| CSS LLC | 0.13% | New | 14,298 | $726K |
| Integrated Financial Solutions, Inc. | 0.49% | Reduce -3.8% | 14,085 | $716K |
| Banco Santander, S.A. | 0.01% | Reduce -9.5% | 14,000 | $711K |
| Wolverine Trading, LLC | 0.01% | Reduce -73.0% | 13,484 | $711K |
| FMR LLC | 0.00% | Add +19.6% | 13,951 | $709K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -1.3% | 13,320 | $677K |
| Polymer Capital Management (US) LLC | 0.09% | Reduce -4.4% | 13,128 | $667K |
| Blueshift Asset Management, LLC | 0.20% | Add +3.0% | 12,644 | $642K |
| Jones Financial Companies LLLP | 0.00% | Add +24.6% | 10,965 | $629K |
| Pictet Asset Management Holding SA | 0.00% | Add +4.0% | 12,161 | $618K |
| PEAK6 LLC | 0.02% | New | 12,151 | $617K |
| Truist Financial Corp. | 0.00% | Reduce -9.9% | 12,098 | $615K |
| Capital Advantage, Inc. | 0.09% | No change | 11,625 | $591K |
| NFSG Corp | 0.09% | Add +14.8% | 11,549 | $587K |
| Teacher Retirement System of Texas | 0.00% | Reduce -32.6% | 11,181 | $568K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +3.8% | 11,112 | $564K |
| Janney Montgomery Scott LLC | 0.00% | Add +18.2% | 11,027 | $560K |
| Vontobel Holding Ltd. | 0.00% | Add +108.9% | 10,990 | $558K |
| Harbour Investments, Inc. | 0.01% | Add +0.2% | 10,848 | $551K |
| Fairbanks Capital Management, Inc. | 0.30% | No change | 10,800 | $549K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 10,745 | $546K |
| XTX Topco Ltd | 0.03% | New | 10,474 | $532K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +44.1% | 10,356 | $526K |
| Inceptionr LLC | 0.13% | Add +91.0% | 10,218 | $519K |
| Firsthand Capital Management, Inc. | 0.85% | New | 10,000 | $508K |
| Van Eck Associates Corp. | 0.00% | New | 9,884 | $502K |
| EMC Capital Management | 0.24% | Add +14.5% | 9,850 | $500K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +1.6% | 9,744 | $495K |
| US Bancorp \de | 0.00% | Add +0.6% | 9,672 | $491K |
| Altshuler Shaham Ltd | 0.01% | Reduce -25.8% | 9,650 | $490K |
| Victory Capital Management Inc. | 0.00% | Reduce -2.4% | 9,606 | $488K |
| Caprock Group, LLC | 0.01% | — | 6,531 | $479K |
| Leonteq Securities AG | 0.03% | Add +223.9% | 9,358 | $475K |
| Independent Financial Group, LLC | 0.01% | Add +155.3% | 9,108 | $463K |
| Portman Square Capital LLP | 1.21% | Add +116.0% | 9,100 | $462K |
| Ami Asset Management Corp. | 0.03% | New | 9,096 | $462K |
| Diker Management LLC | 0.37% | No change | 9,000 | $457K |
| CIBC Bancorp USA Inc. | 0.00% | — | 8,979 | $456K |
| Prospera Financial Services Inc | 0.01% | Reduce -4.8% | 8,954 | $455K |
| American Century Companies Inc. | 0.00% | Add +25.6% | 8,903 | $452K |
| New York Life Investment Management LLC | 0.00% | New | 8,487 | $431K |
| State of Wisconsin Investment Board | 0.00% | Add +0.7% | 8,196 | $416K |
| Piar LLC | 0.30% | Reduce -21.1% | 8,185 | $416K |
| Jennison Associates LLC | 0.00% | Reduce -28.6% | 8,129 | $413K |
| Strategic Family Wealth Counselors, L.L.C. | 0.10% | No change | 7,992 | $406K |
| Versor Investments LP | 0.07% | Reduce -48.4% | 7,987 | $406K |
| Anson Funds Management LP | 0.05% | New | 7,829 | $398K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +240.0% | 7,802 | $396K |
| PFG Investments, LLC | 0.02% | New | 7,800 | $396K |
| Phoenix Financial Ltd. | 0.00% | New | 7,752 | $394K |
| Pursue Wealth Partners LLC | 0.22% | Reduce -7.8% | 7,727 | $393K |
| Graham Capital Management, L.P. | 0.02% | New | 7,677 | $390K |
| STRS Ohio | 0.00% | Reduce -9.5% | 7,600 | $386K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.0% | 7,448 | $386K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Reduce -66.7% | 7,500 | $381K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -18.2% | 7,037 | $357K |
| Jefferies Financial Group Inc. | 0.00% | No change | 7,000 | $356K |
| Two Sigma Securities, LLC | 0.05% | New | 6,948 | $353K |
| Bridgefront Capital, LLC | 0.10% | Reduce -30.8% | 6,867 | $349K |
| Sig Brokerage, LP | 0.09% | Reduce -29.4% | 6,848 | $348K |
| Oxford Asset Management LLP | 0.11% | New | 6,755 | $343K |
| Xponance LLC | 0.00% | Reduce -0.1% | 6,750 | $343K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -16.2% | 6,732 | $342K |
| Symmetry Partners, LLC | 0.04% | Add +7.1% | 6,519 | $331K |
| Principal Financial Group Inc. | 0.00% | Add +7.7% | 6,448 | $328K |
| Inspire Advisors, LLC | 0.03% | Reduce -17.1% | 6,372 | $324K |
| Entropy Technologies, LP | 0.02% | New | 6,370 | $324K |
| Neuberger Berman Group LLC | 0.00% | Reduce -22.7% | 6,266 | $318K |
| HUB Investment Partners, LLC | 0.01% | New | 6,252 | $318K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -19.9% | 6,227 | $316K |
| Synergy Financial Group, LTD | 0.21% | Reduce -1.5% | 6,186 | $314K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.11% | No change | 6,007 | $305K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.5% | 5,958 | $303K |
| Rakuten Securities, Inc. | 0.11% | Add +378.6% | 5,891 | $299K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +14.6% | 5,865 | $298K |
| Counterpoint Mutual Funds LLC | 0.02% | New | 5,737 | $291K |
| Wealthfront Advisers LLC | 0.00% | Add +49.3% | 5,703 | $290K |
| Summit Trail Advisors, LLC | 0.00% | Reduce -4.0% | 5,688 | $289K |
| Virtus Advisers, LLC | 0.16% | No change | 5,670 | $288K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,524 | $281K |
| Advisory Services Network, LLC | 0.00% | Add +1.4% | 5,475 | $278K |
| Tradition Wealth Management, LLC | 0.02% | Add +4.2% | 5,470 | $278K |
| Sepio Capital, LP | 0.02% | Reduce -97.9% | 5,405 | $275K |
| Lazard Asset Management LLC | 0.00% | Add +10054.7% | 5,382 | $273K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | New | 5,323 | $270K |
| AdvisorNet Financial, Inc | 0.01% | No change | 5,150 | $262K |
| Larson Financial Group LLC | 0.01% | Add +1324.3% | 5,042 | $256K |
| Sanctuary Advisors, LLC | 0.00% | Add +28.3% | 5,014 | $255K |
| Gotham Asset Management | 0.00% | No change | 4,821 | $245K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.2% | 4,638 | $236K |
| Perennial Investment Advisors, LLC | 0.02% | Add +1.1% | 4,590 | $233K |
| NorthRock Partners, LLC | 0.00% | New | 4,530 | $230K |
| Seros Financial, LLC | 0.14% | Reduce -1.7% | 4,512 | $229K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +3.5% | 4,451 | $226K |
| Merit Financial Group, LLC | 0.00% | Add +2.0% | 4,446 | $226K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -7.0% | 4,435 | $225K |
| Summit Financial Strategies, Inc. | 0.02% | No change | 4,210 | $214K |
| QRG Capital Management, Inc. | 0.00% | Reduce -52.8% | 4,131 | $210K |
| Massar Capital Management, LP | 0.07% | New | 4,100 | $208K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 4,000 | $203K |
| Swiss Life Asset Management Ltd | 0.00% | New | 3,946 | $200K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -70.9% | 3,612 | $183K |
| Westside Investment Management, Inc. | 0.02% | Reduce -3.3% | 2,950 | $152K |
| Amalgamated Bank | 0.00% | No change | 2,759 | $140K |
| Orion Capital Management LLC | 0.05% | No change | 2,750 | $140K |
| Parallax Volatility Advisers, L.P. | 0.00% | Reduce -94.7% | 2,638 | $134K |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.0% | 2,536 | $129K |
| KBC Group NV | 0.00% | No change | 2,413 | $123K |
| Cwm, LLC | 0.00% | Add +72.0% | 2,396 | $122K |
| Farther Finance Advisors, LLC | 0.00% | Add +171.1% | 2,044 | $104K |
| Wolverine Asset Management LLC | 0.01% | No change | 1,866 | $95K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -4.2% | 1,861 | $95K |
| Aster Capital Management (DIFC) Ltd | 0.04% | New | 1,739 | $88K |
| Allworth Financial LP | 0.00% | Add +0.4% | 1,632 | $83K |
| GAMMA Investing LLC | 0.00% | Reduce -1.5% | 1,604 | $81K |
| Wexford Capital LP | 0.02% | New | 1,521 | $77K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +69.4% | 1,464 | $74K |
| Anfield Capital Management, LLC | 0.02% | No change | 1,416 | $72K |
| B. Riley Wealth Advisors, Inc. | 0.00% | New | 1,047 | $53K |
| Shelton Wealth Management, LLC | 0.02% | New | 1,000 | $51K |
| Albion Financial Group | 0.00% | No change | 1,000 | $51K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -8.7% | 975 | $50K |
| Cornerstone Planning Group LLC | 0.01% | Add +9454.5% | 1,051 | $49K |
| Versant Capital Management, Inc | 0.01% | No change | 925 | $47K |
| State of Wyoming | 0.01% | Reduce -3.7% | 913 | $46K |
| Parallel Advisors, LLC | 0.00% | No change | 838 | $43K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +1.1% | 825 | $42K |
| Signaturefd, LLC | 0.00% | Reduce -11.1% | 795 | $40K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +132.2% | 771 | $39K |
| Groupe la Francaise | 0.00% | New | 850 | $38K |
| NewEdge Advisors, LLC | 0.00% | No change | 697 | $35K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | No change | 673 | $34K |
| Fifth Third Bancorp | 0.00% | No change | 600 | $30K |
| IFP Advisors, Inc | 0.00% | Add +54.5% | 590 | $30K |
| National Bank of Canada | 0.00% | Add +28.2% | 568 | $29K |
| Quarry LP | 0.01% | Add +749.1% | 501 | $25K |
| Clearstead Advisors, LLC | 0.00% | New | 500 | $25K |
| Geneos Wealth Management Inc. | 0.00% | Add +39.8% | 492 | $25K |
| Root Financial Partners, LLC | 0.00% | New | 425 | $22K |
| MAI Capital Management | 0.00% | Add +89.9% | 414 | $21K |
| Optimum Investment Advisors | 0.01% | Reduce -19.6% | 410 | $21K |
| Ancora Advisors LLC | 0.00% | Reduce -57.1% | 375 | $19K |
| Y.D. More Investments Ltd | 0.00% | No change | 370 | $19K |
| Arax Advisory Partners | 0.00% | Add +144.8% | 350 | $18K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -8.0% | 346 | $18K |
| Quent Capital, LLC | 0.00% | New | 334 | $17K |
| Rise Advisors, LLC | 0.01% | No change | 303 | $15K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 300 | $15K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 300 | $15K |
| Tsfg, LLC | 0.00% | New | 300 | $15K |
| MTM Investment Management, LLC | 0.00% | No change | 279 | $14K |
| Global Retirement Partners, LLC | 0.00% | New | 250 | $13K |
| Shell Asset Management Co. | 0.00% | Reduce -68.1% | 228 | $12K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -93.8% | 210 | $11K |
| Sterling Capital Management LLC | 0.00% | No change | 204 | $10K |
| Broadwater Capital Management LLC | 0.01% | Reduce -98.5% | 200 | $10K |
| City State Bank | 0.00% | No change | 200 | $10K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 200 | $10K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 200 | $10K |
| Danske Bank A/S | 0.00% | Reduce -42.2% | 200 | $10K |
| Nova Wealth Management, Inc. | 0.01% | New | 197 | $10K |
| Covestor Ltd | 0.01% | Reduce -0.5% | 201 | $10K |
| Smartleaf Asset Management LLC | 0.00% | Add +566.7% | 180 | $9K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -8.0% | 184 | $9K |
| Dogwood Wealth Management LLC | 0.00% | No change | 165 | $8K |
| Pine Valley Investments Ltd Liability Co | 0.00% | Add +10.2% | 162 | $8K |
| Bessemer Group Inc. | 0.00% | Add +153.8% | 165 | $8K |
| Quadrant Capital Group LLC | 0.00% | New | 154 | $8K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -71.8% | 150 | $8K |
| Adirondack Trust Co. | 0.00% | No change | 150 | $8K |
| Private Trust Co. NA | 0.00% | Reduce -13.3% | 144 | $7K |
| CI Investments Inc. | 0.00% | New | 139 | $7K |
| Hopwood Financial Services, Inc. | 0.00% | Reduce -20.3% | 130 | $7K |
| Fortitude Family Office, LLC | 0.00% | No change | 130 | $7K |
| Rothschild Investment LLC | 0.00% | Reduce -26.5% | 125 | $6K |
| KERR FINANCIAL PLANNING Corp | 0.01% | — | 150 | $6K |
| Summit Securities Group LLC | 0.00% | New | 101 | $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 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +42.2% | 91 | $5K |
| Toronto Dominion Bank | 0.00% | Reduce -99.3% | 88 | $4K |
| Transce3nd, LLC | 0.04% | Reduce -61.2% | 59 | $4K |
| True Wealth Design, LLC | 0.00% | No change | 82 | $4K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 70 | $4K |
| Principal Securities, Inc. | 0.00% | Add +9.7% | 68 | $3K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 61 | $3K |
| Sunbelt Securities, Inc. | 0.00% | Add +3.3% | 62 | $3K |
| Avion Wealth | 0.00% | No change | 73 | $3K |
| Inlight Wealth Management, LLC | 0.00% | No change | 52 | $3K |
| Wiser Advisor Group LLC | 0.00% | New | 50 | $3K |
| Financial Freedom, LLC | 0.00% | No change | 50 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 50 | $3K |
| Pacifica Partners Inc. | 0.00% | No change | 44 | $2K |
| Nvwm, LLC | 0.00% | No change | 43 | $2K |
| Parkside Financial Bank & Trust | 0.00% | No change | 42 | $2K |
| Anchor Investment Management, LLC | 0.00% | No change | 41 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 40 | $2K |
| Assetmark, Inc. | 0.00% | No change | 40 | $2K |
| Hemington Wealth Management | 0.00% | No change | 46 | $2K |
| PayPay Securities Corp | 0.07% | Add +254.6% | 39 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 39 | $2K |
| Cheviot Value Management, LLC | 0.00% | New | 39 | $2K |
| Gould Capital, LLC | 0.00% | No change | 38 | $2K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -80.5% | 31 | $2K |
| Essential Partners LLC | 0.00% | Add +13.0% | 26 | $1K |
| West Oak Capital, LLC | 0.00% | No change | 25 | $1K |
| Strategic Advocates LLC | 0.00% | New | 25 | $1K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | New | 25 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -76.6% | 25 | $1K |
| Bare Financial Services, Inc | 0.00% | Add +166.7% | 24 | $1K |
| Missouri Trust & Investment Co | 0.00% | No change | 22 | $1K |
| Sawyer & Company, Inc | 0.00% | No change | 17 | $1K |
| TD Private Client Wealth LLC | 0.00% | New | 18 | $914 |
| Wealthspire Advisors, LLC | 0.00% | New | 16 | $813 |
| Retirement Wealth Solutions LLC | 0.00% | New | 15 | $762 |
| Gen-Wealth Partners Inc | 0.00% | No change | 15 | $762 |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 15 | $762 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 13 | $661 |
| CVA Family Office, LLC | 0.00% | No change | 13 | $660 |
| Fairscale Capital, LLC | 0.00% | No change | 12 | $610 |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 10 | $508 |
| Financial Consulate, Inc. | 0.00% | New | 10 | $508 |
| JNBA Financial Advisors | 0.00% | No change | 10 | $508 |
| Tortoise Investment Management, LLC | 0.00% | New | 10 | $508 |
| Silicon Valley Capital Partners | 0.00% | New | 10 | $508 |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 10 | $508 |
| CoreCap Advisors, LLC | 0.00% | No change | 10 | $508 |
| Hughes Financial Services, LLC | 0.00% | No change | 13 | $504 |
| Asset Dedication, LLC | 0.00% | No change | 8 | $407 |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -99.9% | 7 | $356 |
| Guerra Advisors Inc | 0.00% | New | 5 | $279 |
| Blue Trust, Inc. | 0.00% | New | 5 | $254 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 3 | $220 |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 4 | $204 |
| Addison Advisors LLC | 0.00% | No change | 4 | $204 |
| Carolina Wealth Advisors, LLC | 0.00% | New | 4 | $203 |
| WPG Advisers, LLC | 0.00% | No change | 2 | $102 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 2 | $102 |
| 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.