Security key
91680M107
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 96,380,942
- Total 13F shares
- 58,278,709
- Share change
- +7,138,976
- Total reported value
- $3,589,180,766
- Put/Call ratio
- 127%
- Price per share
- $61.57
- Number of holders
- 384
- Value change
- +$462,897,457
- Number of buys
- 197
- Number of sells
- 155
Report period
Q4 2024
Institutions
384
Top holders
10
UPST full security history
Newer quarter: Q1 2025
Previous quarter: Q3 2024
Upstart Holdings, Inc. SEC filings
Upstart Holdings, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 91680M107
Recent filing periods:
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 first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings 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 |
|---|---|---|---|---|---|---|---|---|
| D. E. SHAW & CO, L.P. |
13D/G
|
— |
4.9%
|
4,599,059
|
$226,227,712 | $0 | 31 Dec 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
7.7%
|
7,423,812
|
$297,026,719 | — | 30 Sep 2024 | |
| BlackRock, Inc. |
13F
|
Company |
6%
|
5,786,693
|
$231,525,585 | — | 30 Sep 2024 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
2.4%
|
2,314,257
|
$92,593,423 | — | 30 Sep 2024 | |
| STATE STREET CORP |
13F
|
Company |
2.4%
|
2,265,371
|
$90,637,494 | — | 30 Sep 2024 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
2%
|
1,911,549
|
$76,481,075 | — | 30 Sep 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.9%
|
1,816,774
|
$72,702,269 | — | 30 Sep 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1.8%
|
1,706,632
|
$68,282,346 | — | 30 Sep 2024 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
1.7%
|
1,601,404
|
$64,072,174 | — | 30 Sep 2024 | |
| MORGAN STANLEY |
13F
|
Company |
1.5%
|
1,428,149
|
$57,140,243 | — | 30 Sep 2024 | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
1.4%
|
1,342,710
|
$53,721,827 | — | 30 Sep 2024 | |
| FRED ALGER MANAGEMENT, LLC |
13F
|
Company |
1.3%
|
1,246,839
|
$49,886,028 | — | 30 Sep 2024 | |
| BARCLAYS PLC |
13F
|
Company |
1.3%
|
1,209,723
|
$48,401,018 | — | 30 Sep 2024 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
13F
|
Company |
1.2%
|
1,160,894
|
$46,447,369 | — | 30 Sep 2024 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
1.1%
|
1,071,700
|
$42,878,717 | — | 30 Sep 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.98%
|
940,518
|
$37,630,125 | — | 30 Sep 2024 | |
| COATUE MANAGEMENT LLC |
13F
|
Company |
0.9%
|
870,947
|
$34,846,589 | — | 30 Sep 2024 | |
| Connor, Clark & Lunn Investment Management Ltd. |
13F
|
Company |
0.75%
|
725,582
|
$29,030,536 | — | 30 Sep 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.7%
|
673,393
|
$26,942,454 | — | 30 Sep 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.67%
|
642,876
|
$25,721,469 | — | 30 Sep 2024 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
0.61%
|
589,000
|
$23,565,890 | — | 30 Sep 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.58%
|
559,199
|
$22,373,559 | — | 30 Sep 2024 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.55%
|
526,949
|
$21,083,229 | — | 30 Sep 2024 | |
| UBS Group AG |
13F
|
Company |
0.49%
|
469,264
|
$18,775,253 | — | 30 Sep 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.48%
|
466,736
|
$18,674,107 | — | 30 Sep 2024 | |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC |
13F
|
Company |
0.48%
|
460,000
|
$18,404,600 | — | 30 Sep 2024 | |
| DRIEHAUS CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.48%
|
458,227
|
$18,333,662 | — | 30 Sep 2024 | |
| Trexquant Investment LP |
13F
|
Company |
0.43%
|
416,185
|
$16,651,562 | — | 30 Sep 2024 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.42%
|
408,505
|
$16,344,285 | — | 30 Sep 2024 | |
| Pathstone Holdings, LLC |
13F
|
Company |
0.41%
|
396,408
|
$15,860,284 | — | 30 Sep 2024 | |
| Cubist Systematic Strategies, LLC |
13F
|
Company |
0.4%
|
385,981
|
$15,443,091 | — | 30 Sep 2024 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
0.39%
|
373,723
|
$15,266,585 | — | 30 Sep 2024 | |
| Tidal Investments LLC |
13F
|
Company |
0.35%
|
333,463
|
$13,341,854 | — | 30 Sep 2024 | |
| Azora Capital LP |
13F
|
Company |
0.34%
|
329,755
|
$13,193,498 | — | 30 Sep 2024 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.32%
|
311,277
|
$12,454,193 | — | 30 Sep 2024 | |
| Liontrust Investment Partners LLP |
13F
|
Company |
0.3%
|
290,000
|
$6,841,100 | — | 30 Sep 2024 | |
| MARSHALL WACE, LLP |
13F
|
Company |
0.28%
|
265,260
|
$10,613,052 | — | 30 Sep 2024 | |
| SIMPLEX TRADING, LLC |
13F
|
Company |
0.27%
|
264,883
|
$10,597,000 | — | 30 Sep 2024 | |
| NORGES BANK |
13F
|
Company |
0.26%
|
252,085
|
$10,085,921 | — | 30 Sep 2024 | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.24%
|
233,258
|
$5,830,000 | — | 30 Sep 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.22%
|
215,595
|
$8,625,947 | — | 30 Sep 2024 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.21%
|
201,103
|
$8,046,131 | — | 30 Sep 2024 | |
| Kodai Capital Management LP |
13F
|
Company |
0.19%
|
182,126
|
$7,286,861 | — | 30 Sep 2024 | |
| TWINBEECH CAPITAL LP |
13F
|
Company |
0.17%
|
160,348
|
$6,415,523 | — | 30 Sep 2024 | |
| Engineers Gate Manager LP |
13F
|
Company |
0.16%
|
151,939
|
$6,079,079 | — | 30 Sep 2024 | |
| Swiss National Bank |
13F
|
Company |
0.15%
|
145,900
|
$5,837,459 | — | 30 Sep 2024 | |
| Verition Fund Management LLC |
13F
|
Company |
0.14%
|
132,442
|
$5,299,004 | — | 30 Sep 2024 | |
| Capital Advantage, Inc. |
13F
|
Company |
0.12%
|
119,121
|
$4,766,031 | — | 30 Sep 2024 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.12%
|
112,683
|
$4,508,447 | — | 30 Sep 2024 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.11%
|
110,415
|
$4,417,704 | — | 30 Sep 2024 |
Institutional Holders of Upstart Holdings, Inc. - Common Stock (UPST) as of Q4 2024
As of 31 Dec 2024,
Upstart Holdings, Inc. - Common Stock (UPST) was held by
384 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
58,278,709 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock, Inc., D. E. Shaw & Co., Inc., MORGAN STANLEY, GOLDMAN SACHS GROUP INC, STATE STREET CORP, TWO SIGMA INVESTMENTS, LP, FRED ALGER MANAGEMENT, LLC, GEODE CAPITAL MANAGEMENT, LLC, and TWO SIGMA ADVISERS, LP.
This page lists
387
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
333
Q4 2024 holders
384
Holder diff
51
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 Value $ | Q4 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.