Upstart Holdings, Inc. - Common Stock (UPST)

CUSIP: 91680M107

Q2 2021 13F Holders as of 30 Jun 2021

Type / Class
Equity / Common Stock
Shares outstanding
96,380,942
Total 13F shares
40,473,788
Share change
-2,593,667
Total reported value
$4,970,720,456
Put/Call ratio
134%
Price per share
$124.90
Number of holders
245
Value change
-$357,622,023
Number of buys
201
Number of sells
50

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
$1,688,860,000 31 Mar 2021
13F
Stone Ridge Asset Management LLC
13F
Company
3.8%
3,685,913
$474,967,000 31 Mar 2021
13F
First Round Capital Management III, LLC
13F
Company
3%
2,915,614
$375,706,000 31 Mar 2021
13F
VK Services, LLC
13F
Company
5.4%
5,248,588
$326,410,000 31 Mar 2021
13F
MORGAN STANLEY
13F
Company
2.6%
2,530,724
$326,109,000 31 Mar 2021
13F
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
13F
Company
2.3%
2,222,149
$235,349,000 31 Mar 2021
13F
FRED ALGER MANAGEMENT, LLC
13F
Company
1.7%
1,601,365
$206,352,000 31 Mar 2021
13F
BIT Capital GmbH
13F
Company
1.2%
1,152,629
$148,527,773 31 Mar 2021
13F
Vulcan Value Partners, LLC
13F
Company
1%
983,088
$126,681,000 31 Mar 2021
13F
VANGUARD GROUP INC
13F
Company
0.99%
955,877
$123,175,000 31 Mar 2021
13F
Alphabet Inc.
13F
Company
0.86%
832,423
$107,266,000 31 Mar 2021
13F
AMERIPRISE FINANCIAL INC
13F
Company
0.81%
776,153
$99,994,000 31 Mar 2021
13F
KPCB XV Associates, LLC
13F
Company
0.88%
847,788
$98,321,000 31 Mar 2021
13F
SOROS FUND MANAGEMENT LLC
13F
Company
0.62%
600,208
$77,343,000 31 Mar 2021
13F
BlackRock Finance, Inc.
13F
Company
0.61%
592,594
$76,361,000 31 Mar 2021
13F
NEA Management Company, LLC
13F
Company
0.59%
573,184
$73,860,000 31 Mar 2021
13F
Founders Fund IV Management, LLC
13F
Company
0.53%
513,425
$66,160,000 31 Mar 2021
13F
FMR LLC
13F
Company
0.39%
374,534
$48,262,000 31 Mar 2021
13F
Robeco Institutional Asset Management B.V.
13F
Company
0.38%
365,000
$47,034,000 31 Mar 2021
13F
Capital International Investors
13F
Company
0.37%
352,465
$45,419,000 31 Mar 2021
13F
AMUNDI ASSET MANAGEMENT US, INC.
13F
Company
0.28%
266,903
$34,392,000 31 Mar 2021
13F
EMJ Capital Ltd.
13F
Company
0.21%
200,698
$25,862,000 31 Mar 2021
13F
Capital World Investors
13F
Company
0.21%
200,000
$25,772,000 31 Mar 2021
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
0.21%
198,817
$25,619,000 31 Mar 2021
13F
PICTET ASSET MANAGEMENT LTD
13F
Company
0.2%
197,217
$25,413,000 31 Mar 2021
13F
CAAS CAPITAL MANAGEMENT LP
13F
Company
0.13%
125,000
$16,108,000 31 Mar 2021
13F
STATE STREET CORP
13F
Company
0.13%
121,072
$15,601,000 31 Mar 2021
13F
BANK OF AMERICA CORP /DE/
13F
Company
0.12%
119,562
$15,407,000 31 Mar 2021
13F
COWEN AND COMPANY, LLC
13F
Company
0.1%
100,400
$12,938,000 31 Mar 2021
13F
Carnegie Investment Counsel
13F
Company
0.09%
91,325
$11,768,000 31 Mar 2021
13F
Neuberger Berman Group LLC
13F
Company
0.09%
91,324
$11,768,000 31 Mar 2021
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
0.09%
84,984
$10,952,000 31 Mar 2021
13F
NORTHERN TRUST CORP
13F
Company
0.08%
73,737
$9,502,000 31 Mar 2021
13F
JANE STREET GROUP, LLC
13F
Company
0.06%
56,695
$7,306,000 31 Mar 2021
13F
ENVESTNET ASSET MANAGEMENT INC
13F
Company
0.06%
55,436
$7,143,000 31 Mar 2021
13F
D. E. Shaw & Co., Inc.
13F
Company
0.05%
50,820
$6,549,000 31 Mar 2021
13F
Cutler Group LLC / CA
13F
Company
0.05%
49,253
$6,346,000 31 Mar 2021
13F
Nuveen Asset Management, LLC
13F
Company
0.05%
48,506
$6,251,000 31 Mar 2021
13F
TRUIST FINANCIAL CORP
13F
Company
0.04%
41,837
$5,391,000 31 Mar 2021
13F
Sculptor Capital LP
13F
Company
0.03%
32,100
$4,136,000 31 Mar 2021
13F
NOMURA HOLDINGS INC
13F
Company
0.03%
29,000
$3,729,000 31 Mar 2021
13F
VICTORY CAPITAL MANAGEMENT INC
13F
Company
0.03%
28,917
$3,726,000 31 Mar 2021
13F
Bank of New York Mellon Corp
13F
Company
0.03%
26,197
$3,375,000 31 Mar 2021
13F
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
13F
Company
0.03%
24,475
$3,154,000 31 Mar 2021
13F
Atom Investors LP
13F
Company
0.02%
21,958
$2,830,000 31 Mar 2021
13F
OPPENHEIMER ASSET MANAGEMENT INC.
13F
Company
0.02%
20,251
$2,610,000 31 Mar 2021
13F
JPMORGAN CHASE & CO
13F
Company
0.02%
18,982
$2,446,000 31 Mar 2021
13F
AtonRa Partners
13F
Company
0.02%
16,245
$2,093,000 31 Mar 2021
13F
WOLVERINE TRADING, LLC
13F
Company
0.02%
16,130
$2,085,000 31 Mar 2021
13F
NEW YORK STATE COMMON RETIREMENT FUND
13F
Company
0.02%
15,900
$2,049,000 31 Mar 2021
13F

Institutional Holders of Upstart Holdings, Inc. - Common Stock (UPST) as of Q2 2021

As of 30 Jun 2021, Upstart Holdings, Inc. - Common Stock (UPST) was held by 245 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 40,473,788 shares. The largest 10 holders included Third Point LLC, VK Services, LLC, BIT Capital GmbH, FRED ALGER MANAGEMENT, LLC, Vulcan Value Partners, LLC, VANGUARD GROUP INC, MORGAN STANLEY, D. E. Shaw & Co., Inc., HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND, and RENAISSANCE TECHNOLOGIES LLC. This page lists 246 institutional shareholders reporting positions in this security for the Q2 2021 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2021 vs Q1 2021 Across Filers

Q1 2021 holders
125
Q2 2021 holders
245
Holder diff
120
Investor Q1 2021 Shares Q2 2021 Shares Share Diff Share Chg % Q1 2021 Value $ Q2 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.