Upstart Holdings, Inc. - Common Stock (UPST)

CUSIP: 91680M107

Q3 2022 13F Holders as of 30 Sep 2022

Type / Class
Equity / Common Stock
Shares outstanding
96,380,942
Total 13F shares
31,491,904
Share change
-4,982,383
Total reported value
$655,305,813
Put/Call ratio
141%
Price per share
$20.79
Number of holders
261
Value change
-$170,452,391
Number of buys
124
Number of sells
165

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
Daniel S. Loeb
3/4/5
Other*, 10%+ Owner
class O/S missing
8,100,000
$273,051,000 03 Dec 2021
VANGUARD GROUP INC
13F
Company
6.3%
6,058,614
$191,573,000 30 Jun 2022
13F
MORGAN STANLEY
13F
Company
4.4%
4,231,009
$133,784,000 30 Jun 2022
13F
Westside Investment Management, Inc.
13F
Company
0.01%
4,904
$130,953,000 30 Jun 2022
13F
Vulcan Value Partners, LLC
13F
Company
4.1%
3,996,381
$126,365,000 30 Jun 2022
13F
BlackRock Finance, Inc.
13F
Company
3.2%
3,073,847
$97,194,000 30 Jun 2022
13F
COATUE MANAGEMENT LLC
13F
Company
2.5%
2,362,290
$74,696,000 30 Jun 2022
13F
BANK OF AMERICA CORP /DE/
13F
Company
1.5%
1,408,945
$44,551,000 30 Jun 2022
13F
STATE STREET CORP
13F
Company
1.4%
1,319,132
$41,711,000 30 Jun 2022
13F
Mirae Asset Global Investments Co., Ltd.
13F
Company
1%
996,524
$31,510,000 30 Jun 2022
13F
NORGES BANK
13F
Company
0.84%
810,022
$25,612,896 30 Jun 2022
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
0.82%
787,799
$24,877,000 30 Jun 2022
13F
GOLDMAN SACHS GROUP INC
13F
Company
0.58%
559,932
$17,705,000 30 Jun 2022
13F
Alison Nicoll
3/4/5
General Counsel and Secretary
mixed-class rows
530,483
mixed-class rows
$15,702,957 24 Jun 2022
NORTHERN TRUST CORP
13F
Company
0.44%
419,944
$13,279,000 30 Jun 2022
13F
STEADFAST CAPITAL MANAGEMENT LP
13F
Company
0.39%
377,952
$11,951,000 30 Jun 2022
13F
Amundi
13F
Individual
0.47%
456,300
$11,032,000 30 Jun 2022
13F
MARSHALL WACE, LLP
13F
Company
0.36%
345,490
$10,923,000 30 Jun 2022
13F
Legal & General Group Plc
13F
Company
0.34%
332,004
$10,498,000 30 Jun 2022
13F
Robeco Institutional Asset Management B.V.
13F
Company
0.34%
330,863
$10,461,000 30 Jun 2022
13F
JPMORGAN CHASE & CO
13F
Company
0.34%
325,723
$10,301,000 30 Jun 2022
13F
FRED ALGER MANAGEMENT, LLC
13F
Company
0.32%
311,476
$9,849,000 30 Jun 2022
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
0.3%
289,224
$9,146,000 30 Jun 2022
13F
Twin Tree Management, LP
13F
Company
0.27%
264,317
$8,358,000 30 Jun 2022
13F
BARCLAYS PLC
13F
Company
0.25%
241,261
$7,629,000 30 Jun 2022
13F
Bank of New York Mellon Corp
13F
Company
0.25%
239,967
$7,589,000 30 Jun 2022
13F
RENAISSANCE TECHNOLOGIES LLC
13F
Company
0.22%
213,800
$6,760,000 30 Jun 2022
13F
Consolidated Investment Group LLC
13F
Company
0.21%
199,200
$6,299,000 30 Jun 2022
13F
Nuveen Asset Management, LLC
13F
Company
0.19%
187,148
$5,918,000 30 Jun 2022
13F
NOMURA HOLDINGS INC
13F
Company
0.19%
179,412
$5,896,000 30 Jun 2022
13F
Carnegie Investment Counsel
13F
Company
0.19%
185,425
$5,863,000 30 Jun 2022
13F
CITIGROUP INC
13F
Company
0.17%
166,498
$5,265,000 30 Jun 2022
13F
UBS Group AG
13F
Company
0.17%
164,335
$5,197,000 30 Jun 2022
13F
De L'Echiquier la Financiere
13F
Individual
0.16%
157,000
$4,965,000 30 Jun 2022
13F
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F
Company
0.16%
155,840
$4,927,662 30 Jun 2022
13F
Sumitomo Mitsui Trust Group, Inc.
13F
Company
0.16%
155,698
$4,923,000 30 Jun 2022
13F
BANK OF MONTREAL /CAN/
13F
Company
0.1%
99,711
$4,586,000 30 Jun 2022
13F
Waverton Investment Management Ltd
13F
Company
0.15%
141,623
$4,478,000 30 Jun 2022
13F
Traynor Capital Management, Inc.
13F
Company
0.14%
136,565
$4,318,000 30 Jun 2022
13F
COMMONWEALTH EQUITY SERVICES, LLC
13F
Company
0.14%
135,305
$4,278,000 30 Jun 2022
13F
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM
13F
Company
0.12%
118,457
$3,746,000 30 Jun 2022
13F
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
13F
Company
0.12%
118,379
$3,743,000 30 Jun 2022
13F
NORDEA INVESTMENT MANAGEMENT AB
13F
Company
0.13%
122,965
$3,717,000 30 Jun 2022
13F
SG Americas Securities, LLC
13F
Company
0.12%
114,237
$3,612,000 30 Jun 2022
13F
Liontrust Investment Partners LLP
13F
Company
0.11%
110,000
$3,478,200 30 Jun 2022
13F
PICTET ASSET MANAGEMENT SA
13F
Company
0.1%
100,033
$3,163,000 30 Jun 2022
13F
DEUTSCHE BANK AG\
13F
Company
0.1%
98,268
$3,106,000 30 Jun 2022
13F
CREDIT SUISSE AG/
13F
Company
0.1%
98,214
$3,105,000 30 Jun 2022
13F
HSBC HOLDINGS PLC
13F
Company
0.1%
97,986
$3,101,000 30 Jun 2022
13F
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
Company
0.1%
97,683
$3,089,000 30 Jun 2022
13F

Institutional Holders of Upstart Holdings, Inc. - Common Stock (UPST) as of Q3 2022

As of 30 Sep 2022, Upstart Holdings, Inc. - Common Stock (UPST) was held by 261 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 31,491,904 shares. The largest 10 holders included VANGUARD GROUP INC, MORGAN STANLEY, BlackRock Inc., COATUE MANAGEMENT LLC, BANK OF AMERICA CORP /DE/, STATE STREET CORP, VIKING GLOBAL INVESTORS LP, GEODE CAPITAL MANAGEMENT, LLC, NORGES BANK, and Mirae Asset Global Investments Co., Ltd.. This page lists 263 institutional shareholders reporting positions in this security for the Q3 2022 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2022 vs Q2 2022 Across Filers

Q2 2022 holders
300
Q3 2022 holders
261
Holder diff
-39
Investor Q2 2022 Shares Q3 2022 Shares Share Diff Share Chg % Q2 2022 Value $ Q3 2022 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.
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