Upstart HoldingsUPST
13F holders, Q1 2026 (March 31)340holders −54
44new positions
98sold out
7famous investors
$25.68avg. 13F price*
At the end of Q1 2026, 340 institutions reported holding Upstart Holdings Inc. (UPST) in their 13F filings, down 54 from Q4 2025. 44 opened new positions and 98 sold out. The largest holders were BlackRock, Inc. ($189.9M), Morgan Stanley ($102.0M) and Vanguard Capital Management LLC ($96.2M). 7 famous investors held it, including Philippe Laffont (0.1% of Coatue Management's portfolio), Steve Cohen (0.0% of Point72 Asset 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $60.9M |
| Exits | 98 | $410.2M |
All 13F filers, Q4 2025 → Q1 2026: 12,494,350 shares bought and 19,528,294 shares sold, net −7,033,944 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 340 holders
| BlackRock, Inc. | 0.00% | Add +4.4% | 7,403,079 | $189.9M |
| Morgan Stanley | 0.01% | Reduce -5.5% | 3,975,059 | $102.0M |
| Vanguard Capital Management LLC | 0.00% | — | 3,752,050 | $96.2M |
| Vanguard Portfolio Management LLC | 0.01% | — | 3,743,541 | $96.0M |
| Marshall Wace, LLP | 0.09% | Add +495.1% | 3,280,110 | $84.1M |
| Geode Capital Management, LLC | 0.00% | Add +2.7% | 2,124,078 | $54.5M |
| State Street Corp. | 0.00% | Add +2.6% | 2,053,086 | $52.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -5.6% | 1,559,486 | $40.0M |
| Clear Street Group Inc. | 0.22% | Reduce -24.6% | 1,555,206 | $39.9M |
| Halter Ferguson Financial Inc. | 8.32% | Add +253.3% | 1,467,360 | $37.6M |
| Barclays PLC | 0.01% | Add +47.2% | 1,272,286 | $32.6M |
| Baillie Gifford & Co. | 0.03% | Add +46.0% | 1,108,295 | $28.4M |
| Dimensional Fund Advisors LP | 0.01% | Add +267.1% | 1,022,780 | $26.2M |
| UBS Group AG | 0.00% | Add +37.3% | 881,867 | $22.6M |
| Coatue Management | 0.08% | New | 870,947 | $22.3M |
| Balyasny Asset Management L.P. | 0.05% | Add +4310.6% | 869,416 | $22.3M |
| Capital Fund Management S.A. | 0.19% | Add +26.1% | 846,779 | $21.7M |
| Citigroup Inc. | 0.01% | Add +43.1% | 806,341 | $20.7M |
| Northern Trust Corp. | 0.00% | Add +2.0% | 758,887 | $19.5M |
| Point72 Asset Management | 0.04% | Add +104.2% | 756,060 | $19.4M |
| Jane Street Group, LLC | 0.02% | Add +293.0% | 740,823 | $19.0M |
| Millennium Management | 0.01% | Add +205.4% | 668,064 | $17.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -12.0% | 656,018 | $16.8M |
| Citadel Advisors | 0.01% | Reduce -42.9% | 631,162 | $16.2M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 597,310 | $15.3M |
| KADENSA CAPITAL Ltd | 2.11% | Add +13.2% | 589,871 | $15.1M |
| Fred Alger Management, LLC | 0.06% | Reduce -44.4% | 559,525 | $14.4M |
| Squarepoint Ops LLC | 0.03% | New | 531,387 | $13.6M |
| Bank of America Corp. | 0.00% | Reduce -80.1% | 505,978 | $13.0M |
| First Trust Advisors LP | 0.01% | Add +17.2% | 373,455 | $9.6M |
| GC Wealth Management RIA, LLC | 0.37% | Add +38.1% | 344,646 | $8.8M |
| Pathstone Holdings, LLC | 0.03% | Add +0.3% | 337,287 | $8.7M |
| Susquehanna International Group, LLP | 0.01% | Reduce -74.7% | 326,106 | $8.4M |
| HSBC Holdings PLC | 0.00% | Add +37.1% | 288,044 | $7.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.7% | 267,341 | $6.9M |
| D. E. Shaw & Co. | 0.01% | Reduce -2.3% | 267,076 | $6.9M |
| PEAK6 LLC | 0.18% | Add +176.2% | 242,030 | $6.2M |
| Trexquant Investment LP | 0.04% | New | 226,197 | $5.8M |
| BNP Paribas Financial Markets | 0.00% | Add +260.5% | 216,523 | $5.6M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -38.1% | 215,345 | $5.5M |
| Maxi Investments CY Ltd | 1.08% | No change | 193,400 | $5.0M |
| Nuveen, LLC | 0.00% | Reduce -0.7% | 188,344 | $4.8M |
| SG Americas Securities, LLC | 0.01% | Reduce -83.1% | 183,637 | $4.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -78.8% | 180,606 | $4.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +13.7% | 178,984 | $4.6M |
| Swiss National Bank | 0.00% | Add +1.4% | 173,200 | $4.4M |
| Alliancebernstein L.P. | 0.00% | Add +1.2% | 99,991 | $4.4M |
| Qube Research & Technologies Ltd | 0.01% | Add +30.6% | 167,379 | $4.3M |
| Wells Fargo & Company | 0.00% | Reduce -23.0% | 161,770 | $4.1M |
| Bank of Nova Scotia | 0.01% | Add +6.3% | 150,475 | $3.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -63.0% | 152,062 | $3.7M |
| Holocene Advisors, LP | 0.01% | Add +1392.3% | 134,934 | $3.5M |
| Marex Group Ltd | 0.03% | Reduce -90.1% | 116,308 | $3.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -90.5% | 115,008 | $2.9M |
| Banco Santander, S.A. | 0.02% | Add +169.7% | 109,300 | $2.8M |
| Rhumbline Advisers | 0.00% | Reduce -0.9% | 108,065 | $2.8M |
| Invesco Ltd. | 0.00% | Add +17.9% | 107,290 | $2.8M |
| Quantbot Technologies LP | 0.11% | Add +50.9% | 106,086 | $2.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -3.9% | 105,393 | $2.7M |
| Quantinno Capital Management LP | 0.00% | Add +30.9% | 103,860 | $2.7M |
| Neo Ivy Capital Management | 0.70% | Reduce -26.6% | 102,953 | $2.6M |
| LPL Financial LLC | 0.00% | Reduce -5.5% | 100,871 | $2.6M |
| California State Teachers Retirement System | 0.00% | Add +21.3% | 100,693 | $2.6M |
| Man Group plc | 0.01% | Add +42.6% | 100,192 | $2.6M |
| PDT Partners, LLC | 0.15% | No change | 100,041 | $2.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +21.4% | 97,604 | $2.5M |
| Credit Agricole S A | 0.01% | Reduce -16.0% | 97,272 | $2.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.6% | 93,020 | $2.4M |
| Divisadero Street Capital Management, LP | 0.11% | Reduce -75.8% | 89,589 | $2.3M |
| AQR Capital Management | 0.00% | Add +43.7% | 86,669 | $2.2M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Add +2.9% | 83,941 | $2.2M |
| HRT Financial LP | 0.01% | New | 83,447 | $2.1M |
| Algert Global LLC | 0.03% | Add +313.4% | 81,800 | $2.1M |
| Bank of Montreal | 0.00% | Reduce -10.1% | 81,488 | $2.1M |
| Deutsche Bank AG | 0.00% | Add +9.4% | 80,987 | $2.1M |
| Nordea Investment Management AB | 0.00% | Reduce -5.0% | 83,501 | $2.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 79,691 | $2.0M |
| Headlands Technologies LLC | 0.23% | New | 79,501 | $2.0M |
| Congress Asset Management Co. | 0.01% | New | 76,407 | $2.0M |
| WINTON GROUP Ltd | 0.07% | New | 75,900 | $1.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +40.5% | 70,797 | $1.8M |
| Legal & General Group Plc | 0.00% | Reduce -17.3% | 69,694 | $1.8M |
| Brevan Howard Capital Management LP | 0.02% | New | 69,342 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Reduce -4.6% | 68,054 | $1.7M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -69.3% | 67,525 | $1.7M |
| MML Investors Services, LLC | 0.00% | Reduce -16.2% | 63,435 | $1.6M |
| SummitTX Capital, L.P. | 0.05% | Reduce -30.2% | 59,503 | $1.5M |
| Havemeyer Place LP | 0.18% | New | 59,216 | $1.5M |
| IMC-Chicago, LLC | 0.02% | Add +17.4% | 54,840 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.4% | 54,168 | $1.4M |
| Creative Planning | 0.00% | Add +18.8% | 53,914 | $1.4M |
| Liontrust Investment Partners LLP | 0.02% | Reduce -27.3% | 52,013 | $1.3M |
| Engineers Gate Manager LP | 0.02% | Add +142.2% | 48,714 | $1.2M |
| TCI Wealth Advisors, Inc. | 0.07% | Add +9.0% | 48,389 | $1.2M |
| MetLife Investment Management, LLC | 0.01% | Add +1.4% | 47,530 | $1.2M |
| Dark Forest Capital Management LP | 0.10% | Reduce -45.5% | 45,836 | $1.2M |
| Nomura Holdings Inc. | 0.01% | Add +0.8% | 45,062 | $1.2M |
| Manchester Capital Management LLC | 0.17% | Add +4.2% | 44,934 | $1.2M |
| Gsa Capital Partners LLP | 0.07% | Add +554.4% | 44,760 | $1.1M |
| GMT Capital Corp | 0.05% | New | 42,000 | $1.1M |
| Walleye Trading LLC | 0.02% | Reduce -58.3% | 41,238 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -6.4% | 41,047 | $1.1M |
| Composition Wealth, LLC | 0.01% | Reduce -5.6% | 38,218 | $980K |
| Altshuler Shaham Ltd | 0.02% | Add +40.0% | 37,800 | $970K |
| Jones Financial Companies LLLP | 0.00% | Add +173.2% | 38,276 | $948K |
| Mariner, LLC | 0.00% | Add +47.5% | 36,899 | $946K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -18.5% | 36,803 | $944K |
| Jefferies Financial Group Inc. | 0.01% | Add +118.6% | 36,143 | $927K |
| Two Sigma Investments, LP | 0.00% | New | 35,991 | $923K |
| Odyssean, LLC | 0.34% | Add +124.1% | 35,883 | $920K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +18.2% | 35,711 | $916K |
| Coastal Bridge Advisors, LLC | 0.06% | Reduce -5.3% | 35,688 | $915K |
| Vanguard Global Advisers, LLC | 0.00% | — | 35,554 | $912K |
| SCS Capital Management LLC | 0.01% | No change | 35,140 | $901K |
| Sepio Capital, LP | 0.05% | No change | 33,405 | $857K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -11.3% | 30,910 | $793K |
| Falcon Wealth Planning | 0.05% | Reduce -0.9% | 30,105 | $772K |
| Caption Management, LLC | 0.04% | Add +100.0% | 30,000 | $770K |
| Rare Wolf Capital LLC | 0.49% | Add +108.0% | 29,277 | $751K |
| REX Advisers, LLC | 4.24% | New | 28,300 | $726K |
| Osaic Holdings, Inc. | 0.00% | Reduce -18.4% | 27,587 | $708K |
| Intellectus Partners, LLC | 0.14% | Add +2.1% | 27,250 | $699K |
| New York State Common Retirement Fund | 0.00% | No change | 27,126 | $696K |
| Allstate Corp. | 0.01% | New | 26,700 | $685K |
| Centiva Capital, LP | 0.03% | Add +72.4% | 26,180 | $672K |
| Cetera Investment Advisers | 0.00% | Add +4.9% | 26,062 | $668K |
| International Assets Investment Management, LLC | 0.05% | Add +28.3% | 26,059 | $661K |
| WMG Financial Advisors, LLC | 0.28% | Add +47.3% | 25,727 | $660K |
| Gemmer Asset Management LLC | 0.05% | Add +5.7% | 25,393 | $651K |
| Bridgefront Capital, LLC | 0.16% | New | 25,038 | $642K |
| Vontobel Holding Ltd. | 0.00% | Add +17.3% | 24,935 | $640K |
| Janus Henderson Group PLC | 0.00% | Add +15.1% | 24,722 | $634K |
| Jain Global LLC | 0.01% | New | 24,542 | $630K |
| Natixis Advisors, LLC | 0.00% | Add +27.1% | 24,119 | $619K |
| Arizona State Retirement System | 0.00% | Reduce -1.3% | 24,050 | $617K |
| Intech Investment Management LLC | 0.01% | Reduce -42.4% | 24,014 | $616K |
| Bailard, Inc. | 0.01% | No change | 23,910 | $613K |
| Handelsbanken Fonder AB | 0.00% | No change | 23,800 | $610K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 23,145 | $594K |
| Kera Capital Partners, Inc. | 0.07% | Add +69.8% | 22,947 | $589K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 21,350 | $548K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -24.4% | 21,291 | $546K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 20,915 | $536K |
| Brooklyn Investment Group | 0.02% | New | 20,339 | $522K |
| Gator Capital Management, LLC | 0.11% | New | 20,000 | $513K |
| Ameriprise Financial Inc. | 0.00% | Reduce -47.5% | 19,781 | $507K |
| Leonteq Securities AG | 0.03% | Add +19.2% | 19,510 | $500K |
| KLP Kapitalforvaltning As | 0.00% | Add +4.3% | 19,300 | $495K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -32.5% | 18,763 | $481K |
| Janney Montgomery Scott LLC | 0.00% | Add +42.2% | 18,643 | $478K |
| Canada Pension Plan Investment Board | 0.00% | Add +64.9% | 18,300 | $469K |
| Simplicity Wealth,LLC | 0.03% | Reduce -15.6% | 18,209 | $467K |
| Shelton Capital Management | 0.01% | No change | 18,000 | $462K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -1.2% | 17,751 | $455K |
| Aigen Investment Management, LP | 0.11% | Add +120.0% | 16,471 | $422K |
| Prospera Financial Services Inc | 0.01% | Add +102.8% | 15,978 | $410K |
| Royal Fund Management, LLC | 0.04% | Reduce -5.4% | 15,840 | $406K |
| Russell Investments Group, Ltd. | 0.00% | Add +12.3% | 15,629 | $401K |
| Kercheville Advisors, LLC | 0.12% | Add +200.0% | 15,000 | $385K |
| Entropy Technologies, LP | 0.02% | New | 14,958 | $384K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +21.1% | 14,939 | $383K |
| Catalyst Funds Management Pty Ltd | 0.06% | New | 14,800 | $380K |
| Voya Investment Management LLC | 0.00% | Reduce -3.0% | 14,791 | $379K |
| FMR LLC | 0.00% | Add +22.8% | 14,736 | $378K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -15.7% | 14,595 | $374K |
| Atom Investors LP | 0.03% | Reduce -72.4% | 14,546 | $373K |
| Pictet Asset Management Holding SA | 0.00% | Add +7.5% | 14,528 | $373K |
| Integrated Financial Solutions, Inc. | 0.26% | Reduce -6.5% | 14,510 | $372K |
| Prudential Financial Inc. | 0.00% | Add +155.0% | 13,630 | $350K |
| Tudor Investment Corporation | 0.00% | New | 13,507 | $346K |
| Sei Investments Co. | 0.00% | Add +4.1% | 13,410 | $344K |
| PFG Investments, LLC | 0.02% | No change | 12,900 | $331K |
| Fairbanks Capital Management, Inc. | 0.21% | No change | 12,800 | $328K |
| Graham Capital Management, L.P. | 0.01% | Add +36.7% | 12,617 | $324K |
| ProShare Advisors LLC | 0.00% | Reduce -19.8% | 12,495 | $320K |
| Phoenix Financial Ltd. | 0.00% | Add +45.1% | 12,312 | $316K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -48.0% | 11,897 | $305K |
| Walleye Capital LLC | 0.00% | Reduce -92.1% | 11,815 | $303K |
| Portman Square Capital LLP | 0.19% | Add +29.8% | 11,810 | $303K |
| Capital Advantage, Inc. | 0.04% | No change | 11,625 | $298K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -13.1% | 11,486 | $295K |
| World Investment Advisors | 0.00% | Add +12.7% | 11,184 | $287K |
| Independent Financial Group, LLC | 0.01% | Reduce -0.7% | 11,009 | $282K |
| US Bancorp \de | 0.00% | Add +6.9% | 10,313 | $265K |
| Inspire Advisors, LLC | 0.02% | Add +27.2% | 9,850 | $253K |
| Victory Capital Management Inc. | 0.00% | Add +0.3% | 9,778 | $251K |
| nVerses Capital, LLC | 0.22% | New | 9,383 | $241K |
| Galvin, Gaustad & Stein, LLC | 0.02% | New | 9,217 | $236K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +4.1% | 9,123 | $234K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -9.3% | 8,953 | $230K |
| Ami Asset Management Corp. | 0.01% | Reduce -2.3% | 8,787 | $225K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -20.7% | 8,738 | $224K |
| State of Wisconsin Investment Board | 0.00% | Add +82.2% | 8,559 | $220K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -3.5% | 8,401 | $215K |
| Aquatic Capital Management LLC | 0.01% | Reduce -89.2% | 8,347 | $214K |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.01% | No change | 8,232 | $211K |
| NFSG Corp | 0.03% | Reduce -14.2% | 8,085 | $207K |
| Xponance LLC | 0.00% | Add +19.4% | 8,084 | $207K |
| Strategic Family Wealth Counselors, L.L.C. | 0.05% | Add +0.4% | 8,021 | $206K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -70.8% | 7,946 | $204K |
| EP Wealth Advisors, LLC | 0.00% | New | 7,879 | $202K |
| HUB Investment Partners, LLC | 0.00% | Add +56.7% | 7,838 | $201K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 7,037 | $180K |
| State of Wyoming | 0.02% | Add +10.8% | 6,901 | $177K |
| Royal Bank of Canada | 0.00% | Reduce -81.7% | 6,512 | $167K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -1.8% | 6,334 | $162K |
| Caitong International Asset Management Co., Ltd | 0.03% | Add +120.0% | 6,325 | $162K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,524 | $142K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 5,150 | $132K |
| Fifth Third Bancorp | 0.00% | Add +726.2% | 4,957 | $127K |
| Advisory Services Network, LLC | 0.00% | Reduce -10.6% | 4,654 | $119K |
| Harbour Investments, Inc. | 0.00% | Reduce -57.8% | 4,341 | $111K |
| PNC Financial Services Group, Inc. | 0.00% | Add +43.9% | 3,885 | $100K |
| Farther Finance Advisors, LLC | 0.00% | Add +106.9% | 3,573 | $91K |
| KBC Group NV | 0.00% | Add +45.5% | 3,510 | $90K |
| Acadian Asset Management LLC | 0.00% | New | 3,399 | $87K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +42.3% | 3,110 | $80K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -70.4% | 2,886 | $74K |
| Cwm, LLC | 0.00% | Reduce -21.4% | 2,705 | $69K |
| Orion Capital Management LLC | 0.02% | No change | 2,700 | $69K |
| Twin Peaks Wealth Advisors, LLC | 0.02% | New | 2,605 | $67K |
| Westside Investment Management, Inc. | 0.01% | No change | 2,500 | $64K |
| Kemnay Advisory Services Inc. | 0.01% | Add +1045.2% | 2,359 | $61K |
| Versant Capital Management, Inc | 0.01% | Add +463.4% | 2,293 | $59K |
| GAMMA Investing LLC | 0.00% | Add +19.9% | 2,173 | $56K |
| Holos Integrated Wealth LLC | 0.03% | No change | 2,041 | $54K |
| Hollencrest Capital Management | 0.00% | New | 2,000 | $51K |
| Rakuten Securities, Inc. | 0.02% | Reduce -53.5% | 1,953 | $50K |
| Geneos Wealth Management Inc. | 0.00% | Add +274.4% | 1,842 | $47K |
| Allworth Financial LP | 0.00% | Add +13.4% | 1,821 | $47K |
| Asset Management One Co., Ltd. | 0.00% | Add +2.2% | 1,803 | $46K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,500 | $38K |
| Signaturefd, LLC | 0.00% | Add +19.1% | 1,456 | $37K |
| Anfield Capital Management, LLC | 0.01% | No change | 1,416 | $36K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +116.0% | 1,253 | $32K |
| Quadrant Capital Group LLC | 0.00% | Add +290.0% | 1,135 | $29K |
| Osbon Capital Management LLC | 0.02% | No change | 1,129 | $29K |
| Larson Financial Group LLC | 0.00% | Reduce -90.5% | 1,118 | $29K |
| Bogart Wealth, LLC | 0.00% | Add +6.1% | 1,061 | $27K |
| Eurizon Capital SGR S.p.A. | 0.00% | No change | 1,072 | $26K |
| Parallel Advisors, LLC | 0.00% | Add +7.2% | 1,015 | $26K |
| Schroder Investment Management Group | 0.00% | New | 756 | $18K |
| National Bank of Canada | 0.00% | Add +25.7% | 601 | $15K |
| Sterling Capital Management LLC | 0.00% | Reduce -1.2% | 558 | $14K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +17.4% | 512 | $13K |
| 2UniFi Bank | 0.01% | Add +165.4% | 414 | $11K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -59.9% | 409 | $10K |
| IFP Advisors, Inc | 0.00% | Add +3.8% | 406 | $10K |
| NewEdge Advisors, LLC | 0.00% | Reduce -6.1% | 385 | $10K |
| Ancora Advisors LLC | 0.00% | No change | 375 | $10K |
| Y.D. More Investments Ltd | 0.00% | No change | 370 | $9K |
| Broadwater Capital Management LLC | 0.01% | No change | 200 | $9K |
| Quent Capital, LLC | 0.00% | No change | 334 | $9K |
| Root Financial Partners, LLC | 0.00% | Add +67.0% | 329 | $8K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 300 | $8K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 300 | $8K |
| CoreCap Advisors, LLC | 0.00% | Reduce -80.1% | 295 | $8K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -98.6% | 253 | $6K |
| Triumph Capital Management | 0.00% | No change | 212 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -8.9% | 204 | $5K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -20.6% | 212 | $5K |
| City State Bank | 0.00% | No change | 200 | $5K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 200 | $5K |
| Sound Income Strategies, LLC | 0.00% | No change | 200 | $5K |
| KERR FINANCIAL PLANNING Corp | 0.00% | No change | 150 | $5K |
| Mosley Wealth Management | 0.00% | New | 86 | $4K |
| Arax Advisory Partners | 0.00% | Add +56.1% | 167 | $4K |
| Dogwood Wealth Management LLC | 0.00% | No change | 165 | $4K |
| Elequin Capital, LP | 0.00% | Reduce -65.8% | 162 | $4K |
| AdvisorNet Financial, Inc | 0.00% | Add +3.3% | 155 | $4K |
| Adirondack Trust Co. | 0.00% | No change | 150 | $4K |
| MAI Capital Management | 0.00% | Add +878.6% | 137 | $4K |
| Ascentis Independent Advisors | 0.00% | New | 135 | $3K |
| Rothschild Investment LLC | 0.00% | Add +9.1% | 120 | $3K |
| Covestor Ltd | 0.00% | Reduce -43.8% | 113 | $3K |
| Hanson & Doremus Investment Management | 0.00% | New | 125 | $3K |
| Bessemer Group Inc. | 0.00% | Reduce -39.4% | 100 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -35.4% | 104 | $3K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 100 | $3K |
| Main Street Group, LTD | 0.00% | New | 100 | $3K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 100 | $3K |
| Heritage Wealth Advisors | 0.00% | No change | 100 | $3K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 99 | $3K |
| Rossby Financial, LCC | 0.00% | New | 100 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 93 | $2K |
| Gill Capital Partners, LLC | 0.00% | New | 90 | $2K |
| TD Waterhouse Canada Inc. | 0.00% | Add +48.2% | 83 | $2K |
| Centerpoint Advisors, LLC | 0.00% | No change | 75 | $2K |
| Fortitude Family Office, LLC | 0.00% | Reduce -31.3% | 77 | $2K |
| Key Capital Management, INC | 0.00% | New | 76 | $2K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 70 | $2K |
| Vanguard National Trust Co | 0.00% | — | 68 | $2K |
| Toronto Dominion Bank | 0.00% | Add +1016.7% | 67 | $2K |
| Wolverine Asset Management LLC | 0.00% | No change | 53 | $1K |
| PayPay Securities Corp | 0.04% | Add +50.0% | 39 | $1K |
| Financial Freedom, LLC | 0.00% | No change | 50 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 50 | $1K |
| Parkside Financial Bank & Trust | 0.00% | Add +13.6% | 50 | $1K |
| YANKCOM Partnership | 0.00% | No change | 48 | $1K |
| Nvwm, LLC | 0.00% | No change | 43 | $1K |
| Anchor Investment Management, LLC | 0.00% | No change | 41 | $1K |
| Forum Finance Group S.A. | 0.00% | — | 50 | $1K |
| Avion Wealth | 0.00% | Reduce -19.1% | 51 | $1K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -90.3% | 37 | $949 |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -80.0% | 34 | $872 |
| Bell Investment Advisors, Inc | 0.00% | Reduce -27.5% | 29 | $744 |
| Hilton Head Capital Partners, LLC | 0.00% | New | 25 | $641 |
| Assetmark, Inc. | 0.00% | Reduce -7.4% | 25 | $641 |
| Essential Partners LLC | 0.00% | Add +4.3% | 24 | $616 |
| Missouri Trust & Investment Co | 0.00% | No change | 22 | $564 |
| Cornerstone Planning Group LLC | 0.00% | Add +12.5% | 18 | $562 |
| Sawyer & Company, Inc | 0.00% | No change | 17 | $436 |
| SHP Wealth Management | 0.00% | No change | 17 | $435 |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -25.0% | 15 | $385 |
| Quaker Wealth Management, LLC | 0.00% | New | 14 | $360 |
| True Wealth Design, LLC | 0.00% | Reduce -81.2% | 13 | $334 |
| IMA Advisory Services, Inc. | 0.00% | Reduce -18.8% | 13 | $333 |
| Fairscale Capital, LLC | 0.00% | No change | 12 | $308 |
| NBT Bank, N.A. | 0.00% | New | 11 | $282 |
| JNBA Financial Advisors | 0.00% | No change | 10 | $257 |
| Silicon Valley Capital Partners | 0.00% | No change | 10 | $257 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -98.8% | 10 | $257 |
| Asset Dedication, LLC | 0.00% | No change | 8 | $206 |
| Curio Wealth, LLC | 0.00% | No change | 6 | $154 |
| Salem Investment Counselors Inc. | 0.00% | New | 6 | $154 |
| Signature Equity Partners, LLC | 0.00% | No change | 5 | $128 |
| MBM Wealth Consultants, LLC | 0.00% | New | 5 | $128 |
| Investors Research Corp | 0.00% | New | 4 | $103 |
| Addison Advisors LLC | 0.00% | No change | 4 | $103 |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 4 | $103 |
| Principia Wealth Advisory, LLC | 0.00% | New | 3 | $77 |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -71.4% | 2 | $51 |
| WPG Advisers, LLC | 0.00% | No change | 2 | $51 |
| Dunhill Financial, LLC | 0.00% | Reduce -50.0% | 1 | $47 |
| Huntington National Bank | 0.00% | No change | 1 | $26 |
| GHP Investment Advisors, Inc. | 0.00% | New | 1 | $26 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -92.3% | 1 | $26 |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -90.9% | 1 | $26 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 1 | $26 |
| Hantz Financial Services, Inc. | 0.00% | Reduce -16.7% | 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.