Upstart Holdings, Inc. - Common Stock (UPST)

CUSIP: 91680M107

Q1 2021 13F Holders as of 31 Mar 2021

Type / Class
Equity / Common Stock
Shares outstanding
96,380,942
Total 13F shares
37,947,102
Share change
-1,088,852
Total reported value
$4,792,461,565
Put/Call ratio
87%
Price per share
$128.86
Number of holders
125
Value change
+$7,944,874
Number of buys
96
Number of sells
32

Quarterly Holders Quick Answers

What is CUSIP 91680M107?
CUSIP 91680M107 identifies UPST - Upstart Holdings, Inc. - Common Stock in SEC institutional holdings data.

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Top shareholders of UPST - Upstart Holdings, Inc. - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
Third Point LLC
13F
Company
14%
13,381,222
$520,444,000 31 Dec 2020
13F
VK Services, LLC
13F
Company
5.4%
5,248,588
$213,880,000 31 Dec 2020
13F
Stone Ridge Asset Management LLC
13F
Company
3.8%
3,685,913
$150,201,000 31 Dec 2020
13F
First Round Capital Management III, LLC
13F
Company
3%
2,915,614
$118,811,000 31 Dec 2020
13F
MORGAN STANLEY
13F
Company
2.6%
2,510,435
$102,300,000 31 Dec 2020
13F
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
13F
Company
2.3%
2,222,149
$74,253,000 31 Dec 2020
13F
Vulcan Value Partners, LLC
13F
Company
1.7%
1,591,806
$64,866,000 31 Dec 2020
13F
FRED ALGER MANAGEMENT, LLC
13F
Company
1.4%
1,322,109
$53,876,000 31 Dec 2020
13F
Capital World Investors
13F
Company
1.2%
1,200,000
$48,900,000 31 Dec 2020
13F
Capital International Investors
13F
Company
0.88%
850,000
$34,638,000 31 Dec 2020
13F
Alphabet Inc.
13F
Company
0.86%
832,423
$33,921,000 31 Dec 2020
13F
VANGUARD GROUP INC
13F
Company
0.84%
807,781
$32,918,000 31 Dec 2020
13F
KPCB XV Associates, LLC
13F
Company
0.88%
847,788
$31,093,000 31 Dec 2020
13F
SOROS FUND MANAGEMENT LLC
13F
Company
0.62%
600,208
$24,458,000 31 Dec 2020
13F
Robeco Institutional Asset Management B.V.
13F
Company
0.62%
600,000
$24,450,000 31 Dec 2020
13F
NEA Management Company, LLC
13F
Company
0.59%
573,184
$23,357,000 31 Dec 2020
13F
BIT Capital GmbH
13F
Company
0.57%
545,452
$22,227,169 31 Dec 2020
13F
Founders Fund IV Management, LLC
13F
Company
0.53%
513,425
$20,922,000 31 Dec 2020
13F
PICTET ASSET MANAGEMENT LTD
13F
Company
0.48%
460,148
$18,751,000 31 Dec 2020
13F
AMERIPRISE FINANCIAL INC
13F
Company
0.4%
384,526
$15,201,000 31 Dec 2020
13F
12 West Capital Management LP
13F
Company
0.36%
350,000
$14,263,000 31 Dec 2020
13F
ADAGE CAPITAL PARTNERS GP, L.L.C.
13F
Company
0.35%
338,109
$13,778,000 31 Dec 2020
13F
Washington Harbour Partners LP
13F
Company
0.29%
275,000
$11,206,000 31 Dec 2020
13F
Neuberger Berman Group LLC
13F
Company
0.28%
267,017
$10,881,000 31 Dec 2020
13F
BlackRock Finance, Inc.
13F
Company
0.27%
256,744
$10,463,000 31 Dec 2020
13F
Blackstone Inc.
13F
Company
0.24%
235,421
$9,593,000 31 Dec 2020
13F
EMJ Capital Ltd.
13F
Company
0.21%
200,000
$8,150,000 31 Dec 2020
13F
GOLDMAN SACHS GROUP INC
13F
Company
0.17%
162,370
$6,617,000 31 Dec 2020
13F
NORGES BANK
13F
Company
0.16%
150,000
$6,113,000 31 Dec 2020
13F
CAAS CAPITAL MANAGEMENT LP
13F
Company
0.13%
125,000
$5,094,000 31 Dec 2020
13F
SAMLYN CAPITAL, LLC
13F
Company
0.1%
100,000
$4,076,000 31 Dec 2020
13F
HBK INVESTMENTS L P
13F
Company
0.08%
75,300
$3,068,000 31 Dec 2020
13F
BANK OF AMERICA CORP /DE/
13F
Company
0.06%
59,408
$2,421,000 31 Dec 2020
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
0.05%
50,785
$2,069,000 31 Dec 2020
13F
MILLENNIUM MANAGEMENT LLC
13F
Company
0.04%
41,910
$1,708,000 31 Dec 2020
13F
Marshall Wace North America L.P.
13F
Company
0.04%
34,162
$1,392,000 31 Dec 2020
13F
Pinz Capital Management, LP
13F
Company
0.04%
34,000
$1,386,000 31 Dec 2020
13F
TUDOR INVESTMENT CORP ET AL
13F
Company
0.03%
28,672
$1,168,000 31 Dec 2020
13F
MYDA Advisors LLC
13F
Company
0.03%
28,000
$1,141,000 31 Dec 2020
13F
Full18 Capital LLC
13F
Company
0.02%
19,076
$777,000 31 Dec 2020
13F
JANE STREET GROUP, LLC
13F
Company
0.02%
18,658
$760,000 31 Dec 2020
13F
OPPENHEIMER ASSET MANAGEMENT INC.
13F
Company
0.02%
18,585
$757,000 31 Dec 2020
13F
ROYAL BANK OF CANADA
13F
Company
0.02%
17,162
$700,000 31 Dec 2020
13F
TRUIST FINANCIAL CORP
13F
Company
0.02%
17,122
$698,000 31 Dec 2020
13F
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
Company
0.02%
15,880
$647,000 31 Dec 2020
13F
JUPITER ASSET MANAGEMENT LTD
13F
Company
0.02%
15,801
$642,000 31 Dec 2020
13F
Legal & General Group Plc
13F
Company
0.01%
14,346
$584,000 31 Dec 2020
13F
Point72 Hong Kong Ltd
13F
Company
0.01%
13,276
$541,000 31 Dec 2020
13F
ELEMENT CAPITAL MANAGEMENT LLC
13F
Company
0.01%
11,730
$478,000 31 Dec 2020
13F
GSA CAPITAL PARTNERS LLP
13F
Company
0.01%
10,000
$408,000 31 Dec 2020
13F

Institutional Holders of Upstart Holdings, Inc. - Common Stock (UPST) as of Q1 2021

As of 31 Mar 2021, Upstart Holdings, Inc. - Common Stock (UPST) was held by 125 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 37,947,102 shares. The largest 10 holders included Third Point LLC, Stone Ridge Asset Management LLC, First Round Capital Management III, LLC, MORGAN STANLEY, HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND, FRED ALGER MANAGEMENT, LLC, BIT Capital GmbH, Vulcan Value Partners, LLC, VANGUARD GROUP INC, and KPCB XV Associates, LLC. This page lists 126 institutional shareholders reporting positions in this security for the Q1 2021 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q1 2021 vs Q4 2020 Across Filers

Q4 2020 holders
61
Q1 2021 holders
125
Holder diff
64
Investor Q4 2020 Shares Q1 2021 Shares Share Diff Share Chg % Q4 2020 Value $ Q1 2021 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.