Upstart HoldingsUPST
13F holders, Q4 2025 (December 31)394holders −18
61new positions
89sold out
6famous investors
$43.73avg. 13F price*
At the end of Q4 2025, 394 institutions reported holding Upstart Holdings Inc. (UPST) in their 13F filings, down 18 from Q3 2025. 61 opened new positions and 89 sold out. The largest holders were Vanguard Group Inc. ($353.1M), BlackRock, Inc. ($310.0M) and Jericho Capital Asset Management L.P. ($219.2M). 6 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and David E. Shaw (0.0% 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $201.2M |
| Exits | 89 | $481.7M |
All 13F filers, Q3 2025 → Q4 2025: 16,653,866 shares bought and 17,438,548 shares sold, net −784,682 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 394 holders
| Vanguard Group Inc. | 0.01% | Reduce -2.0% | 8,073,659 | $353.1M |
| BlackRock, Inc. | 0.01% | Add +3.4% | 7,088,760 | $310.0M |
| Jericho Capital Asset Management L.P. | 2.50% | Add +11.8% | 5,011,809 | $219.2M |
| Morgan Stanley | 0.01% | Add +154.6% | 4,206,615 | $184.0M |
| Bank of America Corp. | 0.01% | Add +935.8% | 2,538,426 | $111.0M |
| Geode Capital Management, LLC | 0.01% | Add +1.3% | 2,068,515 | $90.5M |
| Clear Street Group Inc. | 0.47% | Add +260.9% | 2,061,714 | $90.2M |
| State Street Corp. | 0.00% | Reduce -2.5% | 2,001,053 | $87.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +4.0% | 1,652,624 | $72.3M |
| Susquehanna International Group, LLP | 0.08% | Add +33.7% | 1,287,089 | $56.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.08% | Add +2.5% | 1,208,201 | $52.8M |
| Marex Group Ltd | 0.56% | Reduce -9.6% | 1,178,997 | $51.6M |
| Norges Bank | 0.01% | — | 1,141,425 | $49.9M |
| Citadel Advisors | 0.03% | Add +273.4% | 1,105,759 | $48.4M |
| SG Americas Securities, LLC | 0.06% | Add +423.5% | 1,085,851 | $47.5M |
| Fred Alger Management, LLC | 0.17% | Reduce -10.8% | 1,006,130 | $44.0M |
| Azora Capital LP | 2.43% | New | 882,231 | $38.6M |
| Barclays PLC | 0.02% | Add +20.1% | 864,102 | $37.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.10% | Reduce -12.4% | 850,839 | $37.2M |
| Baillie Gifford & Co. | 0.03% | New | 758,929 | $33.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.6% | 745,836 | $32.6M |
| Northern Trust Corp. | 0.00% | Reduce -5.2% | 744,186 | $32.5M |
| Capital Fund Management S.A. | 0.28% | Add +19.4% | 671,345 | $29.4M |
| UBS Group AG | 0.01% | Reduce -22.2% | 642,137 | $28.1M |
| Citigroup Inc. | 0.02% | Add +2.5% | 563,645 | $24.6M |
| Marshall Wace, LLP | 0.02% | Add +12.3% | 551,168 | $24.1M |
| KADENSA CAPITAL Ltd | 2.37% | Add +14.5% | 520,986 | $22.8M |
| Wellington Management Group LLP | 0.00% | Add +283.6% | 489,219 | $21.4M |
| Nishkama Capital, LLC | 2.88% | New | 487,060 | $21.3M |
| Annex Advisory Services, LLC | 0.35% | Add +103.5% | 421,373 | $18.4M |
| Halter Ferguson Financial Inc. | 4.00% | Add +102.2% | 415,321 | $18.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -25.6% | 410,608 | $18.0M |
| Point72 Asset Management | 0.03% | New | 370,179 | $16.2M |
| Divisadero Street Capital Management, LP | 0.92% | New | 370,000 | $16.2M |
| Voloridge Investment Management, LLC | 0.05% | Reduce -64.2% | 347,881 | $15.2M |
| Pathstone Holdings, LLC | 0.06% | Reduce -0.6% | 336,186 | $14.7M |
| First Trust Advisors LP | 0.01% | Add +34.3% | 318,547 | $13.9M |
| Hidden Lake Asset Management LP | 7.54% | New | 316,586 | $13.8M |
| Dimensional Fund Advisors LP | 0.00% | Add +382.3% | 278,590 | $12.2M |
| D. E. Shaw & Co. | 0.01% | Add +150.5% | 273,487 | $12.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.3% | 269,214 | $11.8M |
| GC Wealth Management RIA, LLC | 0.40% | Add +8.4% | 249,474 | $10.9M |
| Carnegie Investment Counsel | 0.19% | New | 238,163 | $10.4M |
| Schonfeld Strategic Advisors LLC | 0.05% | Add +366.9% | 220,051 | $9.6M |
| Millennium Management | 0.01% | Reduce -52.0% | 218,753 | $9.6M |
| J. Goldman & Co LP | 0.36% | New | 211,152 | $9.2M |
| HSBC Holdings PLC | 0.01% | Reduce -8.0% | 210,145 | $9.2M |
| Wells Fargo & Company | 0.00% | Reduce -75.2% | 210,164 | $9.2M |
| Maxi Investments CY Ltd | 1.54% | New | 193,400 | $8.5M |
| Nuveen, LLC | 0.00% | Reduce -56.5% | 189,632 | $8.3M |
| Jane Street Group, LLC | 0.01% | Reduce -80.7% | 188,484 | $8.2M |
| Optiver Holding B.V. | 0.14% | Reduce -53.1% | 172,305 | $7.5M |
| Swiss National Bank | 0.00% | Add +2.9% | 170,800 | $7.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.9% | 157,432 | $6.9M |
| Walleye Capital LLC | 0.04% | Add +143.5% | 149,769 | $6.5M |
| Bank of Nova Scotia | 0.01% | Add +29.2% | 141,558 | $6.2M |
| Neo Ivy Capital Management | 0.97% | Add +121.4% | 140,275 | $6.1M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -77.4% | 128,199 | $5.6M |
| Credit Agricole S A | 0.01% | Add +169.9% | 115,801 | $5.1M |
| Interval Partners, LP | 0.11% | New | 112,292 | $4.9M |
| Landscape Capital Management, L.L.C. | 0.32% | Reduce -0.1% | 110,688 | $4.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +13189.2% | 109,636 | $4.8M |
| Rhumbline Advisers | 0.00% | Reduce -14.3% | 109,010 | $4.8M |
| LPL Financial LLC | 0.00% | Reduce -4.4% | 106,681 | $4.7M |
| PDT Partners, LLC | 0.28% | New | 100,041 | $4.4M |
| Walleye Trading LLC | 0.07% | Reduce -10.6% | 98,970 | $4.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.5% | 98,810 | $4.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -23.5% | 93,562 | $4.1M |
| Invesco Ltd. | 0.00% | Reduce -85.0% | 90,987 | $4.0M |
| Bank of Montreal | 0.00% | Add +3.0% | 90,652 | $4.0M |
| Nordea Investment Management AB | 0.00% | Reduce -10.6% | 87,943 | $3.9M |
| PEAK6 LLC | 0.10% | Add +621.1% | 87,617 | $3.8M |
| SummitTX Capital, L.P. | 0.11% | Add +361.4% | 85,223 | $3.7M |
| Legal & General Group Plc | 0.00% | Reduce -7.1% | 84,245 | $3.7M |
| Dark Forest Capital Management LP | 0.17% | New | 84,080 | $3.7M |
| California State Teachers Retirement System | 0.00% | Reduce -0.0% | 83,018 | $3.6M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Reduce -7.9% | 81,587 | $3.6M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -91.9% | 80,379 | $3.5M |
| Quantinno Capital Management LP | 0.01% | Reduce -12.3% | 79,368 | $3.5M |
| Aquatic Capital Management LLC | 0.10% | Reduce -38.7% | 77,587 | $3.4M |
| MML Investors Services, LLC | 0.01% | Add +38.6% | 75,690 | $3.3M |
| Polar Asset Management Partners Inc. | 0.08% | New | 74,700 | $3.3M |
| Deutsche Bank AG | 0.00% | Add +5.1% | 74,003 | $3.2M |
| Liontrust Investment Partners LLP | 0.05% | Reduce -56.0% | 71,524 | $3.1M |
| Private Advisor Group, LLC | 0.01% | Add +353.4% | 71,323 | $3.1M |
| Quantbot Technologies LP | 0.10% | Reduce -52.3% | 70,310 | $3.1M |
| Man Group plc | 0.01% | Reduce -85.1% | 70,235 | $3.1M |
| Verition Fund Management LLC | 0.02% | Reduce -57.2% | 69,020 | $3.0M |
| Jump Financial, LLC | 0.04% | Reduce -85.9% | 66,393 | $2.9M |
| AQR Capital Management | 0.00% | Add +33.3% | 60,309 | $2.6M |
| BNP Paribas Financial Markets | 0.00% | Add +34.6% | 60,062 | $2.6M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +69.9% | 56,894 | $2.5M |
| Atom Investors LP | 0.18% | New | 52,694 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -19.8% | 52,379 | $2.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +23.4% | 50,382 | $2.3M |
| Castle Hook Partners LP | 0.03% | New | 48,545 | $2.1M |
| Simplex Trading, LLC | 0.06% | New | 48,172 | $2.1M |
| MetLife Investment Management, LLC | 0.01% | Reduce -5.2% | 46,891 | $2.1M |
| IMC-Chicago, LLC | 0.04% | Reduce -73.8% | 46,714 | $2.0M |
| Creative Planning | 0.00% | Add +62.4% | 45,390 | $2.0M |
| Nomura Holdings Inc. | 0.01% | Add +24.9% | 44,699 | $2.0M |
| TCI Wealth Advisors, Inc. | 0.11% | Add +33.2% | 44,389 | $1.9M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.9% | 43,853 | $1.9M |
| Manchester Capital Management LLC | 0.26% | No change | 43,123 | $1.9M |
| Intech Investment Management LLC | 0.02% | Reduce -10.9% | 41,699 | $1.8M |
| Banco Santander, S.A. | 0.01% | Add +189.4% | 40,523 | $1.8M |
| Composition Wealth, LLC | 0.03% | Add +0.1% | 40,471 | $1.8M |
| Sciencast Management LP | 0.24% | New | 39,950 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -22.5% | 37,708 | $1.6M |
| Coastal Bridge Advisors, LLC | 0.12% | Reduce -3.0% | 37,688 | $1.6M |
| Zacks Investment Management | 0.01% | Reduce -11.5% | 36,446 | $1.6M |
| Royal Bank of Canada | 0.00% | Reduce -6.7% | 35,559 | $1.6M |
| SCS Capital Management LLC | 0.02% | No change | 35,140 | $1.5M |
| Apollon Wealth Management, LLC | 0.03% | Add +53.0% | 34,858 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -18.4% | 33,799 | $1.5M |
| Sepio Capital, LP | 0.08% | Add +518.0% | 33,405 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +41.3% | 45,167 | $1.5M |
| Two Sigma Advisers, LP | 0.00% | Reduce -89.1% | 33,000 | $1.4M |
| Twin Tree Management, LP | 0.14% | Reduce -42.5% | 31,817 | $1.4M |
| XTX Topco Ltd | 0.04% | Add +191.4% | 30,520 | $1.3M |
| Falcon Wealth Planning | 0.11% | Reduce -3.2% | 30,365 | $1.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +12.4% | 30,211 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.0% | 28,145 | $1.2M |
| Los Angeles Capital Management LLC | 0.00% | Add +12.1% | 27,168 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +81.2% | 27,805 | $1.2M |
| New York State Common Retirement Fund | 0.00% | No change | 27,126 | $1.2M |
| Altshuler Shaham Ltd | 0.02% | Add +179.8% | 27,000 | $1.2M |
| OMERS ADMINISTRATION Corp | 0.01% | Add +15.7% | 26,841 | $1.2M |
| Intellectus Partners, LLC | 0.23% | Add +4.9% | 26,700 | $1.2M |
| ExodusPoint Capital Management, LP | 0.01% | New | 25,756 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -8.4% | 25,014 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +55.5% | 24,854 | $1.1M |
| Arizona State Retirement System | 0.01% | Reduce -3.9% | 24,355 | $1.1M |
| Gemmer Asset Management LLC | 0.08% | Reduce -5.9% | 24,018 | $1.1M |
| Bailard, Inc. | 0.02% | Reduce -37.8% | 23,910 | $1.0M |
| Handelsbanken Fonder AB | 0.00% | No change | 23,800 | $1.0M |
| Main Management ETF Advisors, LLC | 0.04% | Add +1.0% | 23,490 | $1.0M |
| Lazard Asset Management LLC | 0.00% | Add +335.7% | 23,450 | $1.0M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Reduce -1.6% | 23,145 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -36.8% | 22,858 | $1.0M |
| Simplicity Wealth,LLC | 0.06% | Reduce -22.8% | 21,579 | $944K |
| Janus Henderson Group PLC | 0.00% | Reduce -12.6% | 21,481 | $939K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 21,350 | $934K |
| Vontobel Holding Ltd. | 0.00% | Add +93.4% | 21,255 | $929K |
| Campbell Newman Asset Management Inc. | 0.07% | Reduce -4.1% | 21,045 | $920K |
| Lighthouse Investment Partners, LLC | 0.03% | New | 21,003 | $918K |
| International Assets Investment Management, LLC | 0.06% | Add +57.0% | 20,304 | $888K |
| Engineers Gate Manager LP | 0.01% | Reduce -72.6% | 20,110 | $879K |
| Algert Global LLC | 0.01% | Reduce -34.7% | 19,787 | $865K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -93.2% | 19,712 | $862K |
| Natixis Advisors, LLC | 0.00% | Reduce -0.3% | 18,984 | $830K |
| KLP Kapitalforvaltning As | 0.00% | Add +4.5% | 18,500 | $809K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +9.2% | 18,323 | $801K |
| Shelton Capital Management | 0.02% | No change | 18,000 | $787K |
| SBI Securities Co., Ltd. | 0.02% | Add +5.6% | 17,968 | $786K |
| WMG Financial Advisors, LLC | 0.31% | Add +10.1% | 17,462 | $764K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -5.9% | 17,316 | $757K |
| Alpine Woods Capital Investors, LLC | 0.18% | New | 17,189 | $752K |
| Royal Fund Management, LLC | 0.07% | Reduce -34.6% | 16,740 | $732K |
| Jefferies Financial Group Inc. | 0.01% | Add +136.2% | 16,531 | $723K |
| Leonteq Securities AG | 0.04% | Add +74.9% | 16,369 | $716K |
| Odyssean, LLC | 0.50% | — | 16,011 | $700K |
| ProShare Advisors LLC | 0.00% | Add +8.2% | 15,580 | $681K |
| Integrated Financial Solutions, Inc. | 0.48% | Add +10.1% | 15,510 | $678K |
| Voya Investment Management LLC | 0.00% | No change | 15,249 | $667K |
| Centiva Capital, LP | 0.04% | New | 15,187 | $664K |
| Caption Management, LLC | 0.03% | No change | 15,000 | $656K |
| Rare Wolf Capital LLC | 0.38% | — | 14,075 | $616K |
| Jones Financial Companies LLLP | 0.00% | Add +27.8% | 14,009 | $613K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -6.5% | 13,915 | $609K |
| Pictet Asset Management Holding SA | 0.00% | Add +11.1% | 13,510 | $591K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -0.8% | 13,216 | $578K |
| Janney Montgomery Scott LLC | 0.00% | Add +18.9% | 13,111 | $573K |
| PFG Investments, LLC | 0.03% | Add +65.4% | 12,900 | $564K |
| Sei Investments Co. | 0.00% | Reduce -75.1% | 12,887 | $564K |
| Fairbanks Capital Management, Inc. | 0.31% | Add +18.5% | 12,800 | $560K |
| EMC Capital Management | 0.24% | Add +12.2% | 11,050 | $543K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +19.1% | 12,339 | $540K |
| Mirabella Financial Services LLP | 0.06% | New | 12,318 | $539K |
| Kera Capital Partners, Inc. | 0.07% | Reduce -32.2% | 13,515 | $530K |
| FMR LLC | 0.00% | Reduce -14.0% | 12,002 | $525K |
| Larson Financial Group LLC | 0.02% | Add +132.1% | 11,701 | $512K |
| Capital Advantage, Inc. | 0.07% | No change | 11,625 | $508K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -51.7% | 11,100 | $485K |
| Independent Financial Group, LLC | 0.01% | Add +21.8% | 11,089 | $485K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +205.1% | 11,019 | $482K |
| Truist Financial Corp. | 0.00% | Reduce -11.4% | 10,719 | $469K |
| Harbour Investments, Inc. | 0.01% | Reduce -5.2% | 10,282 | $450K |
| Two Sigma Securities, LLC | 0.06% | Add +44.9% | 10,068 | $440K |
| Firsthand Capital Management, Inc. | 0.81% | No change | 10,000 | $437K |
| World Investment Advisors | 0.01% | New | 9,926 | $434K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +1.3% | 9,870 | $432K |
| Victory Capital Management Inc. | 0.00% | Add +1.5% | 9,753 | $426K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -9.3% | 9,745 | $426K |
| US Bancorp \de | 0.00% | Reduce -0.3% | 9,644 | $422K |
| NFSG Corp | 0.06% | Reduce -18.4% | 9,418 | $412K |
| Boothbay Fund Management, LLC | 0.01% | New | 9,390 | $411K |
| Blueshift Asset Management, LLC | 0.12% | Reduce -25.9% | 9,376 | $410K |
| CTC LLC | 0.04% | Reduce -40.0% | 9,295 | $406K |
| Graham Capital Management, L.P. | 0.02% | Add +20.2% | 9,230 | $404K |
| Portman Square Capital LLP | 0.38% | No change | 9,100 | $398K |
| Holocene Advisors, LP | 0.00% | New | 9,042 | $395K |
| Ami Asset Management Corp. | 0.02% | Reduce -1.1% | 8,997 | $393K |
| Foundations Investment Advisors, LLC | 0.01% | New | 8,889 | $389K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -21.1% | 8,765 | $383K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 8,701 | $380K |
| Dynamic Technology Lab Private Ltd | 0.09% | New | 8,622 | $377K |
| Phoenix Financial Ltd. | 0.00% | Add +9.4% | 8,482 | $371K |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.02% | — | 8,232 | $360K |
| Strategic Family Wealth Counselors, L.L.C. | 0.08% | No change | 7,992 | $357K |
| Wealthfront Advisers LLC | 0.00% | Add +40.8% | 8,032 | $351K |
| Prospera Financial Services Inc | 0.01% | Reduce -12.0% | 7,880 | $345K |
| Anson Funds Management LP | 0.05% | No change | 7,829 | $342K |
| Inspire Advisors, LLC | 0.03% | Add +21.5% | 7,742 | $339K |
| Caprock Group, LLC | 0.01% | Add +18.2% | 7,719 | $338K |
| Aigen Investment Management, LP | 0.08% | New | 7,485 | $327K |
| Susquehanna Portfolio Strategies, LLC | 0.00% | Reduce -78.6% | 7,304 | $319K |
| Perbak Capital Partners LLP | 0.10% | New | 7,217 | $316K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 7,037 | $308K |
| SLT Holdings LLC | 0.20% | New | 7,000 | $306K |
| Gsa Capital Partners LLP | 0.03% | New | 6,840 | $299K |
| Xponance LLC | 0.00% | Add +0.3% | 6,769 | $296K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.5% | 6,767 | $296K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +44.9% | 6,450 | $296K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -21.7% | 5,830 | $295K |
| Fieldview Capital Management, LLC | 0.05% | New | 6,740 | $295K |
| PCM Encore, LLC | 0.06% | — | 6,652 | $291K |
| Neuberger Berman Group LLC | 0.00% | Add +4.3% | 6,532 | $286K |
| Symmetry Partners, LLC | 0.02% | Reduce -0.3% | 6,500 | $284K |
| Synergy Financial Group, LTD | 0.19% | Add +0.8% | 6,233 | $273K |
| State of Wyoming | 0.03% | Add +582.0% | 6,227 | $272K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.8% | 6,007 | $263K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.09% | No change | 6,007 | $263K |
| Traynor Capital Management, Inc. | 0.01% | New | 5,961 | $261K |
| Virtus Advisers, LLC | 0.12% | No change | 5,670 | $248K |
| Cibc World Markets Corp. | 0.00% | — | 5,640 | $247K |
| Evergreen Capital Management LLC | 0.01% | New | 5,550 | $243K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,524 | $242K |
| Prudential Financial Inc. | 0.00% | Reduce -94.7% | 5,345 | $234K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +0.2% | 5,332 | $233K |
| Kercheville Advisors, LLC | 0.06% | Reduce -66.7% | 5,000 | $231K |
| KLCM Advisors, Inc. | 0.02% | New | 5,250 | $230K |
| Piar LLC | 0.17% | Reduce -36.0% | 5,235 | $229K |
| Advisory Services Network, LLC | 0.00% | Reduce -4.9% | 5,207 | $228K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -68.7% | 5,150 | $225K |
| Gotham Asset Management | 0.00% | Add +5.9% | 5,104 | $223K |
| Principal Financial Group Inc. | 0.00% | Reduce -21.9% | 5,035 | $220K |
| Western Wealth Management, LLC | 0.01% | New | 5,032 | $220K |
| HUB Investment Partners, LLC | 0.01% | Reduce -20.0% | 5,002 | $219K |
| Merit Financial Group, LLC | 0.00% | Add +12.3% | 4,993 | $218K |
| State of Wisconsin Investment Board | 0.00% | Reduce -42.7% | 4,698 | $205K |
| Inceptionr LLC | 0.06% | Reduce -54.9% | 4,609 | $202K |
| Comerica Bank | 0.00% | Reduce -79.1% | 4,456 | $195K |
| Rakuten Securities, Inc. | 0.06% | Reduce -28.6% | 4,204 | $184K |
| AlphaQuest LLC | 0.01% | Reduce -73.5% | 4,204 | $184K |
| STRS Ohio | 0.00% | Reduce -48.7% | 3,900 | $171K |
| Cwm, LLC | 0.00% | Add +43.7% | 3,443 | $151K |
| Caitong International Asset Management Co., Ltd | 0.03% | Reduce -85.4% | 2,875 | $126K |
| Orion Capital Management LLC | 0.04% | Reduce -1.8% | 2,700 | $118K |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.4% | 2,699 | $118K |
| Amalgamated Bank | 0.00% | Reduce -2.9% | 2,678 | $117K |
| Westside Investment Management, Inc. | 0.02% | Reduce -15.3% | 2,500 | $113K |
| KBC Group NV | 0.00% | No change | 2,413 | $106K |
| Arbor Wealth Management LLC\AZ | 0.08% | — | 2,296 | $100K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -72.0% | 2,185 | $96K |
| Holos Integrated Wealth LLC | 0.05% | New | 2,041 | $94K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -5.2% | 1,764 | $82K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 1,851 | $81K |
| GAMMA Investing LLC | 0.00% | Add +13.0% | 1,812 | $79K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -15.5% | 1,727 | $76K |
| Allworth Financial LP | 0.00% | Reduce -1.6% | 1,606 | $70K |
| Clearstead Advisors, LLC | 0.00% | Add +200.0% | 1,500 | $66K |
| CoreCap Advisors, LLC | 0.00% | Add +14710.0% | 1,481 | $65K |
| Anfield Capital Management, LLC | 0.02% | No change | 1,416 | $62K |
| Daiwa Securities Group Inc. | 0.00% | Add +40.7% | 1,372 | $60K |
| Signaturefd, LLC | 0.00% | Add +53.8% | 1,223 | $53K |
| Osbon Capital Management LLC | 0.05% | — | 1,129 | $49K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 1,072 | $48K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -30.4% | 1,019 | $45K |
| Shelton Wealth Management, LLC | 0.02% | No change | 1,000 | $44K |
| Albion Financial Group | 0.00% | No change | 1,000 | $44K |
| Bogart Wealth, LLC | 0.00% | New | 1,000 | $44K |
| Parallel Advisors, LLC | 0.00% | Add +13.0% | 947 | $41K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 808 | $35K |
| Fifth Third Bancorp | 0.00% | No change | 600 | $26K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -24.8% | 580 | $25K |
| Sterling Capital Management LLC | 0.00% | Add +177.0% | 565 | $25K |
| Bayforest Capital Ltd | 0.02% | New | 562 | $25K |
| Elyxium Wealth, LLC | 0.01% | New | 539 | $24K |
| CSS LLC | 0.00% | Reduce -96.5% | 497 | $22K |
| Geneos Wealth Management Inc. | 0.00% | No change | 492 | $22K |
| National Bank of Canada | 0.00% | Reduce -15.8% | 478 | $21K |
| Elequin Capital, LP | 0.00% | New | 473 | $21K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +2806.7% | 436 | $19K |
| NewEdge Advisors, LLC | 0.00% | Reduce -41.2% | 410 | $18K |
| Versant Capital Management, Inc | 0.00% | Reduce -56.0% | 407 | $18K |
| IFP Advisors, Inc | 0.00% | Reduce -33.7% | 391 | $17K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +10.7% | 383 | $17K |
| Y.D. More Investments Ltd | 0.00% | No change | 370 | $17K |
| Ancora Advisors LLC | 0.00% | No change | 375 | $16K |
| Quent Capital, LLC | 0.00% | No change | 334 | $15K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 300 | $13K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 300 | $13K |
| Quadrant Capital Group LLC | 0.00% | Add +89.0% | 291 | $13K |
| Smartleaf Asset Management LLC | 0.00% | Add +48.3% | 267 | $12K |
| SageView Advisory Group, LLC | 0.00% | New | 259 | $11K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +12.0% | 224 | $10K |
| Sound Income Strategies, LLC | 0.00% | New | 200 | $10K |
| Triumph Capital Management | 0.00% | New | 212 | $9K |
| Kemnay Advisory Services Inc. | 0.00% | New | 206 | $9K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 200 | $9K |
| Covestor Ltd | 0.00% | No change | 201 | $9K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 201 | $9K |
| Broadwater Capital Management LLC | 0.01% | No change | 200 | $9K |
| City State Bank | 0.00% | No change | 200 | $9K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 200 | $9K |
| Danske Bank A/S | 0.00% | No change | 200 | $9K |
| Root Financial Partners, LLC | 0.00% | Reduce -53.6% | 197 | $9K |
| Nova Wealth Management, Inc. | 0.01% | Reduce -1.0% | 195 | $9K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -7.6% | 170 | $7K |
| Dogwood Wealth Management LLC | 0.00% | No change | 165 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +76.9% | 161 | $7K |
| Bessemer Group Inc. | 0.00% | No change | 165 | $7K |
| 2UniFi Bank | 0.00% | New | 156 | $7K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -97.1% | 150 | $7K |
| Adirondack Trust Co. | 0.00% | No change | 150 | $7K |
| Strive Financial Group ,LLC | 0.00% | — | 134 | $6K |
| KERR FINANCIAL PLANNING Corp | 0.01% | No change | 150 | $5K |
| Global Retirement Partners, LLC | 0.00% | Reduce -54.4% | 114 | $5K |
| Fortitude Family Office, LLC | 0.00% | Reduce -13.8% | 112 | $5K |
| Rothschild Investment LLC | 0.00% | Reduce -12.0% | 110 | $5K |
| Arax Advisory Partners | 0.00% | Reduce -69.4% | 107 | $5K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 100 | $4K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 100 | $4K |
| Heritage Wealth Advisors | 0.00% | No change | 100 | $4K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 70 | $3K |
| True Wealth Design, LLC | 0.00% | Reduce -15.8% | 69 | $3K |
| Centerpoint Advisors, LLC | 0.00% | New | 75 | $3K |
| Quarry LP | 0.00% | Reduce -88.4% | 58 | $3K |
| Bare Financial Services, Inc | 0.00% | Add +137.5% | 57 | $2K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -8.2% | 56 | $2K |
| Wolverine Asset Management LLC | 0.00% | Reduce -97.2% | 53 | $2K |
| Inlight Wealth Management, LLC | 0.00% | No change | 52 | $2K |
| Financial Freedom, LLC | 0.00% | No change | 50 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 50 | $2K |
| YANKCOM Partnership | 0.00% | New | 48 | $2K |
| Avion Wealth | 0.00% | Reduce -13.7% | 63 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Add +4.8% | 44 | $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% | No change | 40 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 39 | $2K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 34 | $1K |
| Zions Bancorporation, National Association | 0.00% | New | 32 | $1K |
| CIBC Private Wealth Group LLC | 0.00% | Add +342.9% | 31 | $1K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 31 | $1K |
| Atlantic Union Bankshares Corp | 0.00% | New | 27 | $1K |
| Assetmark, Inc. | 0.00% | Reduce -32.5% | 27 | $1K |
| PayPay Securities Corp | 0.03% | Reduce -33.3% | 26 | $1K |
| DV Trading LLC | 0.00% | — | 25 | $1K |
| Essential Partners LLC | 0.00% | Reduce -11.5% | 23 | $1K |
| Missouri Trust & Investment Co | 0.00% | No change | 22 | $962 |
| Strategic Advocates LLC | 0.00% | Reduce -16.0% | 21 | $944 |
| Retirement Wealth Solutions LLC | 0.00% | Add +33.3% | 20 | $875 |
| Sawyer & Company, Inc | 0.00% | No change | 17 | $743 |
| SHP Wealth Management | 0.00% | — | 17 | $743 |
| IMA Advisory Services, Inc. | 0.00% | New | 16 | $699 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -98.5% | 16 | $691 |
| MAI Capital Management | 0.00% | Reduce -96.6% | 14 | $616 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 13 | $569 |
| Cornerstone Financial Management LLC | 0.00% | — | 13 | $568 |
| Fairscale Capital, LLC | 0.00% | No change | 12 | $525 |
| Stone House Investment Management, LLC | 0.00% | New | 12 | $525 |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +10.0% | 11 | $481 |
| JNBA Financial Advisors | 0.00% | No change | 10 | $438 |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 10 | $437 |
| Sunbelt Securities, Inc. | 0.00% | Reduce -83.9% | 10 | $437 |
| Silicon Valley Capital Partners | 0.00% | No change | 10 | $437 |
| Asset Dedication, LLC | 0.00% | No change | 8 | $350 |
| Transamerica Financial Advisors, LLC | 0.00% | Add +250.0% | 7 | $306 |
| Curio Wealth, LLC | 0.00% | New | 6 | $289 |
| Toronto Dominion Bank | 0.00% | Reduce -93.2% | 6 | $262 |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 6 | $262 |
| Signature Equity Partners, LLC | 0.00% | — | 5 | $219 |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 4 | $175 |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 4 | $175 |
| Addison Advisors LLC | 0.00% | No change | 4 | $175 |
| Hughes Financial Services, LLC | 0.00% | Reduce -69.2% | 4 | $175 |
| WPG Advisers, LLC | 0.00% | No change | 2 | $87 |
| Dunhill Financial, LLC | 0.00% | New | 2 | $80 |
| Huntington National Bank | 0.00% | New | 1 | $44 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -66.7% | 1 | $44 |
| Hantz Financial Services, Inc. | 0.00% | No change | 6 | $0 |
| Capital Advisors, Ltd. LLC | 0.00% | New | 5 | $0 |
"% of holder's portfolio" is UPST's weight in each manager's 13F, not the share of Upstart Holdings Inc. the manager owns.