- Type / Class
- Equity / Common Stock
- Shares outstanding
- 96,380,942
- Total 13F shares
- 38,937,881
- Share change
- +904,891
- Total reported value
- $918,691,605
- Put/Call ratio
- 129%
- Price per share
- $23.59
- Number of holders
- 268
- Value change
- +$17,060,106
- Number of buys
- 129
- Number of sells
- 110
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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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 |
7.4%
|
7,128,975
|
$191,698,137 | — | 31 Mar 2024 | |
| BlackRock Finance, Inc. |
13F
|
Company |
5.5%
|
5,344,966
|
$143,726,136 | — | 31 Mar 2024 | |
| MORGAN STANLEY |
13F
|
Company |
2.3%
|
2,256,369
|
$60,673,791 | — | 31 Mar 2024 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
2.1%
|
2,027,470
|
$54,518,668 | — | 31 Mar 2024 | |
| STATE STREET CORP |
13F
|
Company |
1.9%
|
1,868,180
|
$50,235,360 | — | 31 Mar 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.7%
|
1,667,029
|
$44,832,854 | — | 31 Mar 2024 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
1.5%
|
1,459,041
|
$39,233,612 | — | 31 Mar 2024 | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
1.1%
|
1,018,527
|
$27,388,191 | — | 31 Mar 2024 | |
| COATUE MANAGEMENT LLC |
13F
|
Company |
0.9%
|
870,947
|
$23,419,765 | — | 31 Mar 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.87%
|
836,186
|
$22,485,041 | — | 31 Mar 2024 | |
| Point72 Asset Management, L.P. |
13F
|
Company |
0.77%
|
746,645
|
$20,077,284 | — | 31 Mar 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.69%
|
664,077
|
$17,857,031 | — | 31 Mar 2024 | |
| Alison Nicoll |
3/4/5
|
General Counsel and Secretary |
—
mixed-class rows
|
530,483
mixed-class rows
|
$15,702,957 | — | 24 Jun 2022 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.6%
|
582,602
|
$15,666,168 | — | 31 Mar 2024 | |
| BARCLAYS PLC |
13F
|
Company |
0.59%
|
570,049
|
$15,328,617 | — | 31 Mar 2024 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.57%
|
553,195
|
$14,875,414 | — | 31 Mar 2024 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
0.54%
|
521,459
|
$14,032,462 | — | 31 Mar 2024 | |
| FRED ALGER MANAGEMENT, LLC |
13F
|
Company |
0.53%
|
507,526
|
$13,647,374 | — | 31 Mar 2024 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.52%
|
497,512
|
$13,378,098 | — | 31 Mar 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.49%
|
473,224
|
$12,724,993 | — | 31 Mar 2024 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.48%
|
458,697
|
$12,334,362 | — | 31 Mar 2024 | |
| MARSHALL WACE, LLP |
13F
|
Company |
0.47%
|
457,103
|
$12,291,500 | — | 31 Mar 2024 | |
| Mirae Asset Global Investments Co., Ltd. |
13F
|
Company |
0.84%
|
805,240
|
$10,941,005 | — | 31 Mar 2024 | |
| Pathstone Holdings, LLC |
13F
|
Company |
0.41%
|
395,765
|
$10,642,122 | — | 31 Mar 2024 | |
| NORGES BANK |
13F
|
Company |
0.3%
|
290,696
|
$7,816,815 | — | 31 Mar 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.25%
|
236,224
|
$6,352,065 | — | 31 Mar 2024 | |
| Liontrust Investment Partners LLP |
13F
|
Company |
0.24%
|
230,000
|
$6,184,700 | — | 31 Mar 2024 | |
| Azora Capital LP |
13F
|
Company |
0.22%
|
210,241
|
$5,653,380 | — | 31 Mar 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.21%
|
204,057
|
$5,487,093 | — | 31 Mar 2024 | |
| SEVEN EIGHT CAPITAL, LP |
13F
|
Company |
0.2%
|
189,385
|
$5,092,563 | — | 31 Mar 2024 | |
| Zweig-DiMenna Associates LLC |
13F
|
Company |
0.2%
|
188,693
|
$5,073,955 | — | 31 Mar 2024 | |
| Connor, Clark & Lunn Investment Management Ltd. |
13F
|
Company |
0.18%
|
176,116
|
$4,735,759 | — | 31 Mar 2024 | |
| Swiss National Bank |
13F
|
Company |
0.15%
|
142,700
|
$3,837,203 | — | 31 Mar 2024 | |
| CAPITAL FUND MANAGEMENT S.A. |
13F
|
Company |
0.14%
|
139,154
|
$3,741,851 | — | 31 Mar 2024 | |
| Optiver Holding B.V. |
13F
|
Company |
0.14%
|
131,810
|
$3,544,371 | — | 31 Mar 2024 | |
| UBS Group AG |
13F
|
Company |
0.12%
|
119,445
|
$3,211,876 | — | 31 Mar 2024 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.11%
|
106,311
|
$2,858,684 | — | 31 Mar 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.11%
|
101,781
|
$2,736,891 | — | 31 Mar 2024 | |
| Magnetar Financial LLC |
13F
|
Company |
0.1%
|
97,281
|
$2,615,886 | — | 31 Mar 2024 | |
| Edgestream Partners, L.P. |
13F
|
Company |
0.09%
|
82,737
|
$2,224,798 | — | 31 Mar 2024 | |
| Bank Julius Baer & Co. Ltd, Zurich |
13F
|
Company |
0.08%
|
78,399
|
$2,108,153 | — | 31 Mar 2024 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.08%
|
76,150
|
$2,047,674 | — | 31 Mar 2024 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
13F
|
Company |
0.08%
|
72,491
|
$1,949,283 | — | 31 Mar 2024 | |
| Legal & General Group Plc |
13F
|
Company |
0.08%
|
72,349
|
$1,945,465 | — | 31 Mar 2024 | |
| CREDIT SUISSE AG/ |
13F
|
Company |
0.07%
|
71,570
|
$1,924,517 | — | 31 Mar 2024 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
0.07%
|
70,848
|
$1,905,103 | — | 31 Mar 2024 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.07%
|
70,462
|
$1,894,723 | — | 31 Mar 2024 | |
| Invesco Ltd. |
13F
|
Company |
0.07%
|
69,642
|
$1,872,673 | — | 31 Mar 2024 | |
| LPL Financial LLC |
13F
|
Company |
0.07%
|
65,010
|
$1,748,105 | — | 31 Mar 2024 |
Institutional Holders of Upstart Holdings, Inc. - Common Stock (UPST) as of Q2 2024
As of 30 Jun 2024,
Upstart Holdings, Inc. - Common Stock (UPST) was held by
268 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
38,937,881 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock Inc., STATE STREET CORP, GEODE CAPITAL MANAGEMENT, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, MORGAN STANLEY, GOLDMAN SACHS GROUP INC, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., BANK OF AMERICA CORP /DE/, and VOLORIDGE INVESTMENT MANAGEMENT, LLC.
This page lists
270
institutional shareholders reporting positions in this security
for the Q2 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2024 vs Q1 2024 Across Filers
Q1 2024 holders
267
Q2 2024 holders
268
Holder diff
1
| Investor | Q1 2024 Shares | Q2 2024 Shares | Share Diff | Share Chg % | Q1 2024 Value $ | Q2 2024 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.