Upstart HoldingsUPST
13F holders, Q2 2026 (June 30)369holders +29
68new positions
42sold out
5famous investors
$35.41avg. 13F price*
At the end of Q2 2026, 369 institutions reported holding Upstart Holdings Inc. (UPST) in their 13F filings, up 29 from Q1 2026. 68 opened new positions and 42 sold out. The largest holders were BlackRock, Inc. ($279.1M), Vanguard Portfolio Management LLC ($132.5M) and Vanguard Capital Management LLC ($131.0M). 5 famous investors held it, including Philippe Laffont (0.1% of Coatue Management's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Upstart Holdings Inc.
- CUSIP
- 91680M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $54.0M |
| Exits | 42 | $60.2M |
All 13F filers, Q1 2026 → Q2 2026: 9,655,991 shares bought and 7,954,015 shares sold, net +1,701,976 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 369 holders
| BlackRock, Inc. | 0.00% | Add +6.4% | 7,878,717 | $279.1M |
| Vanguard Portfolio Management LLC | 0.01% | Reduce -0.1% | 3,739,758 | $132.5M |
| Vanguard Capital Management LLC | 0.00% | Reduce -1.4% | 3,698,553 | $131.0M |
| Morgan Stanley | 0.00% | Reduce -39.3% | 2,414,712 | $85.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +53.6% | 2,395,222 | $84.9M |
| Marshall Wace, LLP | 0.07% | Reduce -27.7% | 2,370,690 | $84.0M |
| Geode Capital Management, LLC | 0.00% | Add +4.9% | 2,228,631 | $79.0M |
| State Street Corp. | 0.00% | Add +3.2% | 2,118,467 | $75.1M |
| Clear Street Group Inc. | 0.21% | Add +17.6% | 1,829,063 | $64.8M |
| Halter Ferguson Financial Inc. | 10.08% | Add +19.1% | 1,748,119 | $61.9M |
| Bank of America Corp. | 0.00% | Add +198.9% | 1,512,356 | $53.6M |
| UBS Group AG | 0.01% | Add +70.5% | 1,503,436 | $53.3M |
| Citigroup Inc. | 0.02% | Add +40.8% | 1,135,682 | $40.2M |
| Barclays PLC | 0.01% | Reduce -11.3% | 1,128,975 | $40.0M |
| Baillie Gifford & Co. | 0.03% | Reduce -2.3% | 1,083,157 | $38.4M |
| Dimensional Fund Advisors LP | 0.01% | Add +3.6% | 1,059,769 | $37.5M |
| Citadel Advisors | 0.02% | Add +51.4% | 955,585 | $33.9M |
| Susquehanna International Group, LLP | 0.03% | Add +182.2% | 920,253 | $32.6M |
| Point72 Asset Management | 0.05% | Add +17.1% | 885,159 | $31.4M |
| Coatue Management | 0.06% | No change | 870,947 | $30.9M |
| Capital Fund Management S.A. | 0.20% | Reduce -5.4% | 800,994 | $28.4M |
| Northern Trust Corp. | 0.00% | Add +3.5% | 785,102 | $27.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +16.7% | 765,281 | $27.1M |
| Millennium Management | 0.02% | Add +14.5% | 764,847 | $27.1M |
| FMR LLC | 0.00% | Add +4694.7% | 706,548 | $25.0M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +1.0% | 603,257 | $21.4M |
| Balyasny Asset Management L.P. | 0.04% | Reduce -36.0% | 556,759 | $19.7M |
| HRT Financial LP | 0.03% | Add +448.9% | 458,072 | $16.2M |
| Walleye Capital LLC | 0.08% | Add +3701.4% | 449,131 | $15.9M |
| First Trust Advisors LP | 0.01% | Add +1.5% | 379,056 | $13.4M |
| Pathstone Holdings, LLC | 0.03% | Reduce -0.6% | 335,278 | $11.9M |
| Squarepoint Ops LLC | 0.02% | Reduce -37.9% | 330,114 | $11.7M |
| Fred Alger Management, LLC | 0.04% | Reduce -45.8% | 303,325 | $10.7M |
| Hidden Lake Asset Management LP | 6.80% | New | 281,614 | $10.0M |
| Bank of New York Mellon Corp | 0.00% | Add +2.2% | 273,245 | $9.7M |
| Nuveen, LLC | 0.00% | Add +42.6% | 268,547 | $9.5M |
| Alberta Investment Management Corp | 0.05% | New | 238,800 | $8.5M |
| BNP Paribas Financial Markets | 0.00% | Add +9.3% | 236,584 | $8.4M |
| HSBC Holdings PLC | 0.00% | Reduce -30.6% | 199,978 | $7.2M |
| IMC-Chicago, LLC | 0.06% | Add +253.8% | 194,041 | $6.9M |
| Maxi Investments CY Ltd | 1.39% | No change | 193,400 | $6.9M |
| Wells Fargo & Company | 0.00% | Add +11.4% | 180,219 | $6.4M |
| Swiss National Bank | 0.00% | Reduce -3.8% | 166,600 | $5.9M |
| Gator Capital Management, LLC | 1.23% | Add +707.5% | 161,490 | $5.7M |
| Quantinno Capital Management LP | 0.01% | Add +43.9% | 149,415 | $5.3M |
| Credit Agricole S A | 0.01% | Add +46.1% | 142,075 | $5.0M |
| LPL Financial LLC | 0.00% | Add +40.4% | 141,638 | $5.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -22.5% | 138,692 | $4.9M |
| Raymond James Financial Inc. | 0.00% | Add +43.9% | 133,840 | $4.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.1% | 121,448 | $4.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +4.5% | 120,137 | $4.3M |
| Bank of Nova Scotia | 0.01% | Reduce -20.3% | 119,894 | $4.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +21.5% | 118,603 | $4.2M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +70.3% | 114,975 | $4.1M |
| Invesco Ltd. | 0.00% | Add +7.0% | 114,816 | $4.1M |
| Headlands Technologies LLC | 0.43% | Add +42.5% | 113,300 | $4.0M |
| Rhumbline Advisers | 0.00% | Add +2.3% | 110,510 | $3.9M |
| AQR Capital Management | 0.00% | Add +27.4% | 110,446 | $3.9M |
| MML Investors Services, LLC | 0.01% | Add +68.6% | 106,965 | $3.8M |
| Blue Jean Financial LLC | 2.54% | New | 103,049 | $3.7M |
| Walleye Trading LLC | 0.05% | Add +147.2% | 101,926 | $3.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -9.1% | 95,836 | $3.4M |
| Deutsche Bank AG | 0.00% | Add +18.0% | 95,554 | $3.4M |
| California State Teachers Retirement System | 0.00% | Reduce -5.5% | 95,138 | $3.4M |
| Norges Bank | 0.00% | — | 93,959 | $3.3M |
| Banco Santander, S.A. | 0.02% | Reduce -15.6% | 92,280 | $3.3M |
| Bank of Montreal | 0.00% | Add +8.8% | 88,698 | $3.1M |
| Creative Planning | 0.00% | Add +64.3% | 88,554 | $3.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +9.2% | 86,987 | $3.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Add +1.8% | 85,480 | $3.0M |
| Edgestream Partners, L.P. | 0.09% | New | 82,146 | $2.9M |
| Odyssean, LLC | 0.46% | Add +124.0% | 80,393 | $2.8M |
| Trexquant Investment LP | 0.02% | Reduce -64.8% | 79,739 | $2.8M |
| Private Advisor Group, LLC | 0.01% | Add +13.5% | 77,236 | $2.7M |
| Brevan Howard Capital Management LP | 0.04% | Add +10.9% | 76,908 | $2.7M |
| Quadrature Capital Ltd | 0.02% | New | 76,342 | $2.7M |
| ExodusPoint Capital Management, LP | 0.02% | New | 75,579 | $2.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +4.9% | 74,260 | $2.6M |
| Jefferies Financial Group Inc. | 0.02% | Add +102.5% | 73,206 | $2.6M |
| Legal & General Group Plc | 0.00% | Add +4.8% | 73,072 | $2.6M |
| PEAK6 LLC | 0.06% | Reduce -69.9% | 72,871 | $2.6M |
| Alliancebernstein L.P. | 0.00% | Add +0.0% | 100,007 | $2.6M |
| Marex Group Ltd | 0.02% | Reduce -39.6% | 70,214 | $2.5M |
| Lighthouse Investment Partners, LLC | 0.08% | New | 69,043 | $2.4M |
| Divisadero Street Capital Management, LP | 0.06% | Reduce -24.7% | 67,461 | $2.4M |
| CenterBook Partners LP | 0.12% | New | 67,318 | $2.4M |
| Aquatic Capital Management LLC | 0.08% | Add +673.3% | 64,545 | $2.3M |
| Manchester Capital Management LLC | 0.29% | Add +40.4% | 63,072 | $2.2M |
| Man Group plc | 0.00% | Reduce -38.9% | 61,239 | $2.2M |
| Corient Private Wealth LP | 0.00% | New | 58,528 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.3% | 58,145 | $2.1M |
| Holocene Advisors, LP | 0.00% | Reduce -59.6% | 54,553 | $1.9M |
| TCI Wealth Advisors, Inc. | 0.08% | Add +8.9% | 52,706 | $1.9M |
| Gsa Capital Partners LLP | 0.11% | Add +13.4% | 50,765 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | Add +5.3% | 50,045 | $1.8M |
| SummitTX Capital, L.P. | 0.05% | Reduce -17.9% | 48,844 | $1.7M |
| Mariner, LLC | 0.00% | Add +27.3% | 46,970 | $1.7M |
| Entropy Technologies, LP | 0.06% | Add +203.9% | 45,451 | $1.6M |
| Havemeyer Place LP | 0.16% | Reduce -24.0% | 45,013 | $1.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +7.1% | 43,957 | $1.6M |
| Algert Global LLC | 0.02% | Reduce -48.6% | 42,040 | $1.5M |
| GMT Capital Corp | 0.08% | No change | 42,000 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Add +104.1% | 40,369 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +7.1% | 40,997 | $1.4M |
| Composition Wealth, LLC | 0.02% | Reduce -0.1% | 38,194 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +104.3% | 38,093 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +3.0% | 37,897 | $1.3M |
| State of New Jersey Common Pension Fund D | 0.00% | New | 37,587 | $1.3M |
| Kestra Advisory Services, LLC | 0.00% | Add +96.3% | 36,838 | $1.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +133.7% | 36,519 | $1.3M |
| Jupiter Topco LLC | 0.00% | — | 36,427 | $1.3M |
| XTX Topco Ltd | 0.02% | New | 36,313 | $1.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 35,711 | $1.3M |
| Coastal Bridge Advisors, LLC | 0.08% | No change | 35,688 | $1.3M |
| SCS Capital Management LLC | 0.01% | Reduce -0.4% | 35,000 | $1.2M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -5.2% | 33,719 | $1.2M |
| Kera Capital Partners, Inc. | 0.11% | Add +45.9% | 33,480 | $1.2M |
| Quantbot Technologies LP | 0.05% | Reduce -69.2% | 32,631 | $1.2M |
| Apollon Wealth Management, LLC | 0.01% | Add +3.4% | 31,968 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +16.1% | 30,258 | $1.1M |
| New York State Common Retirement Fund | 0.00% | Add +11.4% | 30,226 | $1.1M |
| Falcon Wealth Planning | 0.07% | Reduce -0.1% | 30,067 | $1.1M |
| Gemmer Asset Management LLC | 0.07% | Add +17.0% | 29,707 | $1.1M |
| International Assets Investment Management, LLC | 0.06% | Add +7.9% | 28,120 | $1.0M |
| Qsemble Capital Management, LP | 0.13% | New | 28,317 | $1.0M |
| Handelsbanken Fonder AB | 0.00% | Add +16.4% | 27,700 | $981K |
| Intellectus Partners, LLC | 0.17% | No change | 27,250 | $965K |
| Polymer Capital Management (US) LLC | 0.14% | New | 26,590 | $942K |
| Group One Trading LLC | 0.03% | New | 26,371 | $934K |
| Perigon Wealth Management, LLC | 0.01% | New | 26,276 | $931K |
| Centiva Capital, LP | 0.03% | Reduce -0.5% | 26,038 | $923K |
| Rare Wolf Capital LLC | 0.59% | Reduce -11.4% | 25,925 | $919K |
| Natixis Advisors, LLC | 0.00% | Add +7.4% | 25,901 | $917K |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.5% | 25,795 | $914K |
| Jane Street Group, LLC | 0.00% | Reduce -96.5% | 25,766 | $913K |
| Nomura Holdings Inc. | 0.00% | Reduce -43.3% | 25,536 | $905K |
| Altshuler Shaham Ltd | 0.01% | Reduce -32.5% | 25,512 | $904K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +9.1% | 25,242 | $894K |
| Caption Management, LLC | 0.03% | Reduce -16.7% | 25,000 | $886K |
| Bailard, Inc. | 0.02% | No change | 23,910 | $847K |
| Sepio Capital, LP | 0.04% | Reduce -30.3% | 23,300 | $826K |
| Rockefeller Capital Management L.P. | 0.00% | Add +58.8% | 23,177 | $821K |
| Vanguard Investments Australia, Ltd. | 0.00% | Add +9.8% | 22,966 | $814K |
| Arizona State Retirement System | 0.00% | Reduce -4.8% | 22,905 | $812K |
| Mangrove Partners Im, LLC | 0.05% | New | 22,153 | $785K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.8% | 21,672 | $768K |
| Inspire Advisors, LLC | 0.05% | Add +119.3% | 21,601 | $765K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 21,350 | $756K |
| J. Safra Sarasin Holding AG | 0.01% | New | 19,607 | $695K |
| Intech Investment Management LLC | 0.01% | Reduce -18.7% | 19,518 | $692K |
| KLP Kapitalforvaltning As | 0.00% | No change | 19,300 | $684K |
| Canada Pension Plan Investment Board | 0.00% | Add +5.5% | 19,300 | $684K |
| Portman Square Capital LLP | 0.23% | Add +61.2% | 19,036 | $674K |
| WINTON GROUP Ltd | 0.02% | Reduce -75.5% | 18,600 | $659K |
| Simplex Trading, LLC | 0.02% | New | 18,575 | $658K |
| Shelton Capital Management | 0.01% | No change | 18,000 | $638K |
| Dark Forest Capital Management LP | 0.04% | Reduce -62.3% | 17,280 | $612K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -5.7% | 16,744 | $593K |
| Voya Investment Management LLC | 0.00% | Add +9.3% | 16,164 | $573K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Add +73.0% | 15,943 | $565K |
| Prospera Financial Services Inc | 0.01% | Reduce -1.6% | 15,718 | $557K |
| Kercheville Advisors, LLC | 0.16% | No change | 15,000 | $531K |
| PFG Investments, LLC | 0.02% | Add +15.5% | 14,900 | $528K |
| Royal Fund Management, LLC | 0.04% | Reduce -8.2% | 14,540 | $515K |
| Prudential Financial Inc. | 0.00% | Add +5.2% | 14,335 | $508K |
| Allstate Corp. | 0.01% | Reduce -46.4% | 14,318 | $507K |
| Leonteq Securities AG | 0.03% | Reduce -27.0% | 14,240 | $505K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -7.8% | 13,766 | $488K |
| Mirabella Financial Services LLP | 0.05% | New | 13,563 | $481K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -10.6% | 12,984 | $460K |
| Fairbanks Capital Management, Inc. | 0.27% | No change | 12,800 | $454K |
| Phoenix Financial Ltd. | 0.00% | Add +2.4% | 12,612 | $446K |
| Two Sigma Investments, LP | 0.00% | Reduce -65.3% | 12,500 | $443K |
| Jain Global LLC | 0.01% | Reduce -49.9% | 12,308 | $436K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 12,000 | $425K |
| Optiver Holding B.V. | 0.01% | New | 11,888 | $421K |
| Capital Advantage, Inc. | 0.05% | No change | 11,625 | $412K |
| ProShare Advisors LLC | 0.00% | Reduce -10.3% | 11,206 | $397K |
| State of Wisconsin Investment Board | 0.00% | Add +30.0% | 11,127 | $394K |
| Royal Bank of Canada | 0.00% | Add +66.3% | 10,829 | $383K |
| Simplicity Wealth,LLC | 0.01% | Reduce -41.0% | 10,745 | $381K |
| WMG Financial Advisors, LLC | 0.14% | Reduce -59.9% | 10,327 | $366K |
| Independent Financial Group, LLC | 0.01% | Reduce -8.2% | 10,103 | $358K |
| Amundi | 0.00% | New | 9,831 | $348K |
| Sei Investments Co. | 0.00% | Reduce -27.2% | 9,767 | $346K |
| Victory Capital Management Inc. | 0.00% | Reduce -3.1% | 9,471 | $336K |
| Vontobel Holding Ltd. | 0.00% | Reduce -63.3% | 9,140 | $324K |
| Greenwich Wealth Management LLC | 0.01% | New | 9,091 | $322K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -0.1% | 8,945 | $317K |
| HUB Investment Partners, LLC | 0.01% | Add +13.1% | 8,864 | $314K |
| US Bancorp \de | 0.00% | Reduce -16.6% | 8,604 | $305K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -27.8% | 8,585 | $304K |
| Fox Run Management, L.L.C. | 0.05% | New | 8,575 | $304K |
| Freestone Grove Partners LP | 0.00% | New | 8,473 | $300K |
| Xponance LLC | 0.00% | Add +4.8% | 8,472 | $300K |
| World Investment Advisors | 0.00% | Reduce -24.6% | 8,435 | $299K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.2% | 8,418 | $298K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +31.7% | 8,343 | $296K |
| Ami Asset Management Corp. | 0.02% | Reduce -5.2% | 8,330 | $295K |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.01% | No change | 8,232 | $292K |
| Strategic Family Wealth Counselors, L.L.C. | 0.07% | Reduce -0.4% | 7,992 | $283K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -13.1% | 7,929 | $281K |
| Merit Financial Group, LLC | 0.00% | New | 7,871 | $279K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +10.4% | 7,767 | $275K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -2.8% | 7,661 | $271K |
| Engineers Gate Manager LP | 0.00% | Reduce -84.8% | 7,420 | $263K |
| State of Wyoming | 0.03% | Add +4.8% | 7,234 | $256K |
| Venture Visionary Partners LLC | 0.01% | New | 7,205 | $255K |
| Two Sigma Securities, LLC | 0.02% | New | 7,196 | $255K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 7,174 | $254K |
| Truist Financial Corp. | 0.00% | New | 6,905 | $245K |
| Symmetry Partners, LLC | 0.01% | New | 6,793 | $241K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 7,338 | $240K |
| Inspire Investing, LLC | 0.01% | New | 6,722 | $238K |
| PCM Encore, LLC | 0.04% | New | 6,648 | $236K |
| Principal Financial Group Inc. | 0.00% | New | 6,544 | $232K |
| Jump Financial, LLC | 0.00% | New | 6,452 | $229K |
| Sanctuary Advisors, LLC | 0.00% | New | 6,418 | $227K |
| Wealthfront Advisers LLC | 0.00% | New | 6,385 | $226K |
| Synergy Financial Group, LTD | 0.16% | New | 6,374 | $226K |
| Neuberger Berman Group LLC | 0.00% | New | 6,366 | $226K |
| Caprock Group, LLC | 0.00% | New | 6,360 | $225K |
| Abel Hall, LLC | 0.04% | New | 6,354 | $225K |
| Swiss Life Asset Management Ltd | 0.00% | New | 6,185 | $219K |
| Occudo Quantitative Strategies LP | 0.01% | New | 6,011 | $213K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.06% | New | 6,007 | $213K |
| Traynor Capital Management, Inc. | 0.01% | New | 5,967 | $211K |
| SG Americas Securities, LLC | 0.00% | Reduce -96.9% | 5,741 | $203K |
| FORA Capital, LLC | 0.01% | New | 5,716 | $203K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,524 | $196K |
| EMC Capital Management | 0.08% | — | 6,600 | $194K |
| Ensign Peak Advisors, Inc | 0.00% | Add +4.8% | 5,400 | $191K |
| NFSG Corp | 0.02% | Reduce -34.3% | 5,315 | $188K |
| Fifth Third Bancorp | 0.00% | Add +0.3% | 4,974 | $176K |
| Advisory Services Network, LLC | 0.00% | Add +2.6% | 4,775 | $169K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 3,920 | $139K |
| KBC Group NV | 0.00% | No change | 3,510 | $124K |
| Nykredit A/S | 0.00% | — | 3,484 | $123K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -4.1% | 3,426 | $121K |
| Harbour Investments, Inc. | 0.00% | Reduce -22.9% | 3,345 | $119K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -16.5% | 3,245 | $115K |
| Mosley Wealth Management | 0.04% | Add +3593.0% | 3,176 | $113K |
| Ameritas Advisory Services, LLC | 0.00% | New | 3,123 | $111K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -66.2% | 2,951 | $105K |
| Versant Capital Management, Inc | 0.01% | Add +26.7% | 2,905 | $103K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -0.2% | 2,881 | $102K |
| Orion Capital Management LLC | 0.03% | No change | 2,700 | $96K |
| Clearstead Advisors, LLC | 0.00% | Add +67.5% | 2,513 | $89K |
| Westside Investment Management, Inc. | 0.01% | Reduce -2.0% | 2,450 | $87K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -29.7% | 2,185 | $77K |
| GAMMA Investing LLC | 0.00% | Add +0.1% | 2,174 | $77K |
| FNY Investment Advisers, LLC | 0.03% | New | 2,199 | $77K |
| Allworth Financial LP | 0.00% | Add +15.1% | 2,096 | $74K |
| Hollencrest Capital Management | 0.00% | No change | 2,000 | $71K |
| Holos Integrated Wealth LLC | 0.03% | No change | 2,041 | $67K |
| Rakuten Securities, Inc. | 0.02% | Reduce -3.4% | 1,886 | $67K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,842 | $65K |
| Arax Advisory Partners | 0.00% | Add +871.3% | 1,622 | $57K |
| Bogart Wealth, LLC | 0.00% | Add +51.7% | 1,610 | $57K |
| Caitong International Asset Management Co., Ltd | 0.01% | Reduce -78.3% | 1,374 | $49K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -25.5% | 1,344 | $48K |
| Compagnie Lombard Odier SCmA | 0.00% | New | 1,300 | $46K |
| Osbon Capital Management LLC | 0.03% | No change | 1,129 | $40K |
| Eurizon Capital SGR S.p.A. | 0.00% | No change | 1,072 | $38K |
| Parallel Advisors, LLC | 0.00% | Reduce -7.7% | 937 | $33K |
| Signaturefd, LLC | 0.00% | Reduce -40.3% | 869 | $31K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -89.4% | 844 | $30K |
| Schroder Investment Management Group | 0.00% | No change | 756 | $26K |
| Summit Securities Group LLC | 0.01% | New | 743 | $26K |
| National Bank of Canada | 0.00% | Add +13.3% | 681 | $24K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +61.9% | 662 | $23K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -54.7% | 568 | $20K |
| IFP Advisors, Inc | 0.00% | Add +37.4% | 558 | $20K |
| Larson Financial Group LLC | 0.00% | Reduce -52.1% | 535 | $19K |
| Huntington National Bank | 0.00% | Add +39900.0% | 400 | $14K |
| NewEdge Advisors, LLC | 0.00% | No change | 385 | $14K |
| Y.D. More Investments Ltd | 0.00% | No change | 370 | $13K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -30.5% | 356 | $13K |
| Quent Capital, LLC | 0.00% | No change | 334 | $12K |
| Ancora Advisors LLC | 0.00% | Reduce -13.3% | 325 | $12K |
| Kemnay Advisory Services Inc. | 0.00% | Reduce -86.4% | 320 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +203.8% | 316 | $11K |
| Sterling Capital Management LLC | 0.00% | Reduce -46.1% | 301 | $11K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 300 | $11K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 300 | $11K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +1.2% | 256 | $9K |
| Covestor Ltd | 0.01% | Add +123.0% | 252 | $9K |
| NBH Bank | 0.00% | — | 234 | $8K |
| Quarry LP | 0.00% | New | 223 | $8K |
| Smartleaf Asset Management LLC | 0.00% | No change | 212 | $7K |
| CoreCap Advisors, LLC | 0.00% | Reduce -28.8% | 210 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 204 | $7K |
| City State Bank | 0.00% | No change | 200 | $7K |
| Triumph Capital Management | 0.00% | Reduce -5.7% | 200 | $7K |
| Rothschild Investment LLC | 0.00% | Add +66.7% | 200 | $7K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 200 | $7K |
| Fulcrum Asset Management LLP | 0.00% | New | 176 | $6K |
| Dogwood Wealth Management LLC | 0.00% | No change | 165 | $6K |
| Allied Private Wealth LLC | 0.00% | — | 175 | $6K |
| AdvisorNet Financial, Inc | 0.00% | No change | 155 | $5K |
| KERR FINANCIAL PLANNING Corp | 0.01% | No change | 150 | $5K |
| Adirondack Trust Co. | 0.00% | No change | 150 | $5K |
| Bessemer Group Inc. | 0.00% | Add +30.0% | 130 | $5K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +1260.0% | 136 | $5K |
| POM Investment Strategies, LLC | 0.00% | New | 105 | $4K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 100 | $4K |
| Main Street Group, LTD | 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 |
| Spire Wealth Management | 0.00% | New | 100 | $4K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | No change | 99 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +4.3% | 97 | $3K |
| Global Retirement Partners, LLC | 0.00% | — | 87 | $3K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -3.6% | 80 | $3K |
| Fortitude Family Office, LLC | 0.00% | No change | 77 | $3K |
| Key Capital Management, INC | 0.00% | No change | 76 | $3K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 70 | $2K |
| Wolverine Asset Management LLC | 0.00% | No change | 53 | $2K |
| Essential Partners LLC | 0.00% | Add +108.3% | 50 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 50 | $2K |
| Parkside Financial Bank & Trust | 0.00% | No change | 50 | $2K |
| Nvwm, LLC | 0.00% | No change | 43 | $2K |
| Anchor Investment Management, LLC | 0.00% | No change | 41 | $1K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 34 | $1K |
| Retirement Wealth Solutions LLC | 0.00% | Add +93.3% | 29 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 29 | $1K |
| Forum Finance Group S.A. | 0.00% | No change | 50 | $1K |
| Avion Wealth | 0.00% | No change | 51 | $1K |
| West Financial Advisors, LLC | 0.00% | New | 28 | $993 |
| PayPay Securities Corp | 0.02% | Reduce -33.3% | 26 | $921 |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 25 | $886 |
| JNBA Financial Advisors | 0.00% | Add +140.0% | 24 | $851 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 23 | $815 |
| Cornerstone Financial Management LLC | 0.00% | New | 20 | $709 |
| SouthState Bank Corp | 0.00% | New | 20 | $709 |
| IMA Advisory Services, Inc. | 0.00% | Add +53.9% | 20 | $709 |
| Assetmark, Inc. | 0.00% | Reduce -28.0% | 18 | $638 |
| Sawyer & Company, Inc | 0.00% | No change | 17 | $602 |
| SHP Wealth Management | 0.00% | No change | 17 | $602 |
| Elequin Capital, LP | 0.00% | Reduce -90.1% | 16 | $567 |
| Manning & Napier Advisors LLC | 0.00% | New | 16 | $560 |
| Cornerstone Planning Group LLC | 0.00% | No change | 18 | $516 |
| True Wealth Design, LLC | 0.00% | No change | 13 | $461 |
| Fairscale Capital, LLC | 0.00% | No change | 12 | $425 |
| Quaker Wealth Management, LLC | 0.00% | Reduce -21.4% | 11 | $390 |
| NBT Bank, N.A. | 0.00% | No change | 11 | $390 |
| Toronto Dominion Bank | 0.00% | Reduce -83.6% | 11 | $390 |
| Asset Dedication, LLC | 0.00% | No change | 8 | $284 |
| Planning Strategies Inc. | 0.00% | — | 8 | $283 |
| McDonald Partners LLC | 0.00% | New | 6 | $213 |
| Salem Investment Counselors Inc. | 0.00% | No change | 6 | $213 |
| Signature Equity Partners, LLC | 0.00% | No change | 5 | $177 |
| Stone House Investment Management, LLC | 0.00% | New | 5 | $177 |
| Addison Advisors LLC | 0.00% | No change | 4 | $142 |
| NorthAvenue LLC | 0.00% | New | 4 | $142 |
| Investors Research Corp | 0.00% | No change | 4 | $142 |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 4 | $142 |
| JPL Wealth Management, LLC | 0.00% | New | 3 | $107 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -33.3% | 2 | $71 |
| WPG Advisers, LLC | 0.00% | No change | 2 | $71 |
| Strive Financial Group ,LLC | 0.00% | New | 2 | $71 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 2 | $70 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1 | $36 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 1 | $36 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 1 | $36 |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 1 | $35 |
| Continuum Advisory, LLC | 0.00% | New | 1 | $35 |
| Fiduciary Financial Advisors | 0.00% | New | 1 | $35 |
| Hantz Financial Services, Inc. | 0.00% | Add +140.0% | 12 | $0 |
"% of holder's portfolio" is UPST's weight in each manager's 13F, not the share of Upstart Holdings Inc. the manager owns.