- Type / Class
- Equity / Common Stock
- Shares outstanding
- 96,380,942
- Total 13F shares
- 37,648,704
- Share change
- +1,603,898
- Total reported value
- $1,080,074,177
- Put/Call ratio
- 123%
- Price per share
- $28.54
- Number of holders
- 281
- Value change
- +$36,378,208
- Number of buys
- 130
- Number of sells
- 122
Quarterly Holders Quick Answers
What is CUSIP 91680M107?
CUSIP 91680M107 identifies UPST - Upstart Holdings, Inc. - Common Stock in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
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Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 91680M107:
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 |
7%
|
6,768,367
|
$242,375,222 | — | 30 Jun 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
5.6%
|
5,374,762
|
$192,470,227 | — | 30 Jun 2023 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
2.7%
|
2,577,569
|
$92,302,746 | — | 30 Jun 2023 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
2.1%
|
2,069,835
|
$77,577,415 | — | 30 Jun 2023 | |
| STATE STREET CORP |
13F
|
Company |
1.8%
|
1,724,464
|
$61,753,056 | — | 30 Jun 2023 | |
| COATUE MANAGEMENT LLC |
13F
|
Company |
1.7%
|
1,664,843
|
$59,618,028 | — | 30 Jun 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.5%
|
1,436,577
|
$51,443,834 | — | 30 Jun 2023 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1.3%
|
1,301,021
|
$46,589,562 | — | 30 Jun 2023 | |
| MORGAN STANLEY |
13F
|
Company |
1.2%
|
1,156,264
|
$41,405,812 | — | 30 Jun 2023 | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
1.1%
|
1,031,566
|
$36,940,378 | — | 30 Jun 2023 | |
| Mirae Asset Global Investments Co., Ltd. |
13F
|
Company |
1.1%
|
1,020,567
|
$36,545,279 | — | 30 Jun 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.74%
|
710,654
|
$25,448,520 | — | 30 Jun 2023 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.57%
|
546,145
|
$19,557,452 | — | 30 Jun 2023 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.55%
|
534,369
|
$19,135,754 | — | 30 Jun 2023 | |
| Alison Nicoll |
3/4/5
|
General Counsel and Secretary |
—
mixed-class rows
|
530,483
mixed-class rows
|
$15,702,957 | — | 24 Jun 2022 | |
| NORGES BANK |
13F
|
Company |
0.45%
|
435,915
|
$15,610,116 | — | 30 Jun 2023 | |
| PATHSTONE FAMILY OFFICE, LLC |
13F
|
Company |
0.41%
|
392,666
|
$14,061,369 | — | 30 Jun 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.35%
|
335,058
|
$11,998,427 | — | 30 Jun 2023 | |
| Robeco Institutional Asset Management B.V. |
13F
|
Company |
0.34%
|
330,000
|
$11,817,300 | — | 30 Jun 2023 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.28%
|
271,853
|
$9,735,056 | — | 30 Jun 2023 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.26%
|
247,327
|
$8,856,780 | — | 30 Jun 2023 | |
| FRED ALGER MANAGEMENT, LLC |
13F
|
Company |
0.24%
|
228,940
|
$8,198,341 | — | 30 Jun 2023 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.23%
|
222,283
|
$7,959,955 | — | 30 Jun 2023 | |
| Freshford Capital Management, LLC |
13F
|
Company |
0.23%
|
218,468
|
$7,823,339 | — | 30 Jun 2023 | |
| GROUP ONE TRADING LLC |
13F
|
Company |
0.22%
|
212,917
|
$7,624,558 | — | 30 Jun 2023 | |
| Liontrust Investment Partners LLP |
13F
|
Company |
0.22%
|
210,000
|
$7,520,100 | — | 30 Jun 2023 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.21%
|
202,158
|
$7,239,278 | — | 30 Jun 2023 | |
| Invesco Ltd. |
13F
|
Company |
0.2%
|
190,587
|
$6,824,920 | — | 30 Jun 2023 | |
| Zweig-DiMenna Associates LLC |
13F
|
Company |
0.2%
|
188,693
|
$6,757,096 | — | 30 Jun 2023 | |
| NATIONAL BANK OF CANADA /FI/ |
13F
|
Company |
0.16%
|
152,338
|
$5,814,905 | — | 30 Jun 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.17%
|
162,069
|
$5,803,691 | — | 30 Jun 2023 | |
| Swiss National Bank |
13F
|
Company |
0.16%
|
152,800
|
$5,471,768 | — | 30 Jun 2023 | |
| BARCLAYS PLC |
13F
|
Company |
0.11%
|
104,898
|
$3,756,397 | — | 30 Jun 2023 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.11%
|
101,291
|
$3,627,230 | — | 30 Jun 2023 | |
| UBS Group AG |
13F
|
Company |
0.1%
|
97,564
|
$3,493,767 | — | 30 Jun 2023 | |
| PICTET ASSET MANAGEMENT SA |
13F
|
Company |
0.1%
|
94,941
|
$3,399,837 | — | 30 Jun 2023 | |
| Holocene Advisors, LP |
13F
|
Company |
0.1%
|
94,581
|
$3,386,946 | — | 30 Jun 2023 | |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND |
13F
|
Company |
0.1%
|
93,525
|
$3,349,130 | — | 30 Jun 2023 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.09%
|
91,150
|
$3,264,082 | — | 30 Jun 2023 | |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
0.09%
|
88,794
|
$3,179,713 | — | 30 Jun 2023 | |
| State of New Jersey Common Pension Fund D |
13F
|
Company |
0.09%
|
87,952
|
$3,149,561 | — | 30 Jun 2023 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
13F
|
Company |
0.09%
|
85,760
|
$3,071,066 | — | 30 Jun 2023 | |
| WMG Financial Advisors, LLC |
13F
|
Company |
0.08%
|
79,920
|
$2,861,937 | — | 30 Jun 2023 | |
| CREDIT SUISSE AG/ |
13F
|
Company |
0.08%
|
75,812
|
$2,714,827 | — | 30 Jun 2023 | |
| Legal & General Group Plc |
13F
|
Company |
0.08%
|
73,128
|
$2,618,715 | — | 30 Jun 2023 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.07%
|
70,016
|
$2,507,273 | — | 30 Jun 2023 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.06%
|
59,413
|
$2,127,580 | — | 30 Jun 2023 | |
| Connor, Clark & Lunn Investment Management Ltd. |
13F
|
Company |
0.06%
|
57,582
|
$2,062,011 | — | 30 Jun 2023 | |
| SEVEN EIGHT CAPITAL, LP |
13F
|
Company |
0.06%
|
54,981
|
$1,968,870 | — | 30 Jun 2023 |
Institutional Holders of Upstart Holdings, Inc. - Common Stock (UPST) as of Q3 2023
As of 30 Sep 2023,
Upstart Holdings, Inc. - Common Stock (UPST) was held by
281 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
37,648,704 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock Inc., D. E. Shaw & Co., Inc., MORGAN STANLEY, STATE STREET CORP, COATUE MANAGEMENT LLC, GEODE CAPITAL MANAGEMENT, LLC, GOLDMAN SACHS GROUP INC, BANK OF MONTREAL /CAN/, and VOLORIDGE INVESTMENT MANAGEMENT, LLC.
This page lists
283
institutional shareholders reporting positions in this security
for the Q3 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2023 vs Q2 2023 Across Filers
Q2 2023 holders
288
Q3 2023 holders
281
Holder diff
-7
| Investor | Q2 2023 Shares | Q3 2023 Shares | Share Diff | Share Chg % | Q2 2023 Value $ | Q3 2023 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.