Who owns UPSTART HLDGS INC?
- Ticker: UPST
- CUSIP Number: 91680m107
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Analyze quarterly positions in Upstart Hldgs with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Upstart Hldgs stock
Who bought or sold UPSTART HLDGS INC this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Vanguard Group | 7.0M | $287M | 2% | Dec 2023 |
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| Citadel Advisors | 4.7M | $194M | 15% | Dec 2023 |
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| D. E. Shaw & Co | 4.0M | $163M | 10% | Dec 2023 |
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| Bank of America Corporation | 3.8M | $153M | 136% | Dec 2023 |
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| Jane Street | 1.9M | $78M | 737% | Dec 2023 |
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| Bank Of Montreal | 1.5M | $65M | 5% | Dec 2023 |
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| Goldman Sachs Group | 1.4M | $58M | -34% | Dec 2023 |
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| Nomura Holdings | 1.3M | $52M | 1477% | Dec 2023 |
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| Barclays | 1.2M | $47M | 488% | Dec 2023 |
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| Gts Securities | 1.1M | $46M | 15% | Dec 2023 |
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| Two Sigma Investments | 1.1M | $43M | 253% | Dec 2023 |
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| Wolverine Trading | 1.0M | $42M | 40% | Dec 2023 |
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| Mirae Asset Global Investments | 1.0M | $42M | 1% | Dec 2023 |
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| Voloridge Investment Management | 1.0M | $41M | -19% | Dec 2023 |
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| Moore Capital Management | 732k | $30M | 100% | Dec 2023 |
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| Walleye Trading | 649k | $27M | -10% | Dec 2023 |
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| Sandler Capital Management | 601k | $25M | 27% | Dec 2023 |
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| Charles Schwab Investment Management | 573k | $23M | 3% | Dec 2023 |
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| Squarepoint Ops | 505k | $21M | 128% | Dec 2023 |
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| Norges Bank Investment Management | 465k | $19M | 100% | Dec 2023 |
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| Cubist Systematic Strategies | 452k | $19M | 19% | Dec 2023 |
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| Whitebox Advisors | 420k | $17M | 91% | Dec 2023 |
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| Pathstone Holdings | 396k | $16M | 100% | Dec 2023 |
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| OZ Management | 357k | $15M | 100% | Dec 2023 |
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| Millennium Management | 329k | $13M | 208% | Dec 2023 |
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| Two Sigma Securities | 325k | $13M | 1% | Dec 2023 |
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| Fred Alger Management | 275k | $11M | -46% | Dec 2023 |
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| Bank of New York Mellon | 260k | $11M | 5% | Dec 2023 |
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| Two Sigma Advisers | 231k | $9.4M | 100% | Dec 2023 |
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| Walleye Trading Advisors | 202k | $8.3M | -31% | Dec 2023 |
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| Zweig-DiMenna Associates | 189k | $7.7M | 0% | Dec 2023 |
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| Jpmorgan Chase & Co | 187k | $7.6M | -49% | Dec 2023 |
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| Carnegie Capital Asset Management | 172k | $7.0M | 84% | Dec 2023 |
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| Swiss National Bank | 141k | $5.7M | -9% | Dec 2023 |
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| Marshall Wace | 137k | $5.6M | 100% | Dec 2023 |
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| Twinbeech Capital | 118k | $4.8M | 100% | Dec 2023 |
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| Tudor Investment Corporation | 117k | $4.8M | 100% | Dec 2023 |
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| FORA Capital | 116k | $4.7M | 100% | Dec 2023 |
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| Cutler | 106k | $2.7M | -86% | Mar 2024 |
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| Rhumbline Advisers | 103k | $4.2M | 0% | Dec 2023 |
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| UBS Group | 94k | $3.8M | 128% | Dec 2023 |
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| Alliancebernstein | 92k | $3.8M | 1% | Dec 2023 |
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| Deutsche Bank Aktiengesellschaft | 76k | $3.1M | 4% | Dec 2023 |
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| Ubs Global Asset Management Americas | 73k | $3.0M | 0% | Dec 2023 |
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| Banque Pictet & Cie Sa | 72k | $2.9M | -10% | Dec 2023 |
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| Credit Suisse | 72k | $2.9M | 7% | Dec 2023 |
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| Legal & General Group | 72k | $2.9M | 4% | Dec 2023 |
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| Raymond James Financial Services Advisors | 71k | $1.9M | -19% | Mar 2024 |
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| Citigroup | 62k | $2.5M | 47% | Dec 2023 |
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| Connor, Clark & Lunn Investment Management | 61k | $2.5M | -23% | Dec 2023 |
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| Bank Julius Baer & Co. Ltd, Zurich | 59k | $2.4M | 9% | Dec 2023 |
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| Atomi Financial Group | 59k | $2.4M | 100% | Dec 2023 |
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| Robeco Institutional Asset Management B V | 57k | $1.5M | 0% | Mar 2024 |
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| Bp Wealth Management | 53k | $2.1M | 99% | Dec 2023 |
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| Hampton Road Capital Management | 52k | $2.1M | 100% | Dec 2023 |
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| WMG Financial Advisors | 51k | $2.1M | -6% | Dec 2023 |
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| Gryphon Financial Partners | 50k | $2.0M | 0% | Dec 2023 |
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| Capital Impact Advisors | 49k | $2.0M | 150% | Dec 2023 |
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| Commonwealth Equity Services | 47k | $1.9M | 6% | Dec 2023 |
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| Wells Fargo & Company | 43k | $1.7M | 7% | Dec 2023 |
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| Occudo Quantitative Strategies | 42k | $1.7M | 100% | Dec 2023 |
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| Mariner Wealth Advisors | 42k | $1.7M | 10% | Dec 2023 |
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| Miracle Mile Advisors | 40k | $1.1M | 0% | Mar 2024 |
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| T. Rowe Price Associates | 40k | $1.6M | 5% | Dec 2023 |
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| Bailard | 40k | $1.6M | 0% | Dec 2023 |
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| MetLife Investment Advisors | 38k | $1.6M | 0% | Dec 2023 |
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| CTC | 38k | $1.5M | -48% | Dec 2023 |
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| Legacy Capital Group California | 37k | $1.5M | 9% | Dec 2023 |
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| American International | 36k | $1.5M | 1% | Dec 2023 |
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| Royal Bank of Canada | 36k | $1.5M | 21% | Dec 2023 |
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| LLBH Private Wealth Management | 36k | $1.5M | 0% | Dec 2023 |
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| Hilltop Holdings | 36k | $1.5M | -9% | Dec 2023 |
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| Manchester Capital Management | 35k | $1.4M | 0% | Dec 2023 |
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| TCI Wealth Advisors | 34k | $1.4M | 10% | Dec 2023 |
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| SG Americas Securities | 34k | $1.4M | 28% | Dec 2023 |
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| Henderson Group | 33k | $1.3M | 0% | Dec 2023 |
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| Cambridge Investment Research Advisors | 32k | $872k | 9% | Mar 2024 |
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| Edgestream Partners | 30k | $1.2M | 34% | Dec 2023 |
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| Maxi Investments CY | 30k | $1.2M | 0% | Dec 2023 |
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| Point72 Asset Management | 30k | $1.2M | 129% | Dec 2023 |
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| New York State Common Retirement Fund | 30k | $1.2M | -3% | Dec 2023 |
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| Hsbc Holdings | 30k | $1.2M | 8% | Dec 2023 |
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| Tyler-Stone Wealth Management | 28k | $1.1M | -3% | Dec 2023 |
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| Advisor Group Holdings | 28k | $1.1M | -18% | Dec 2023 |
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| XR Securities | 27k | $1.1M | -5% | Dec 2023 |
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| Creative Planning | 27k | $1.1M | 74% | Dec 2023 |
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| Prospera Financial Services | 27k | $1.1M | -1% | Dec 2023 |
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| Mercer Global Advisors | 26k | $1.1M | 199% | Dec 2023 |
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| Schonfeld Strategic Advisors | 26k | $1.1M | 100% | Dec 2023 |
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| Level Four Advisory Services | 26k | $1.1M | -27% | Dec 2023 |
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| Dimensional Fund Advisors | 25k | $1.0M | 2% | Dec 2023 |
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| CSS | 25k | $1.0M | -30% | Dec 2023 |
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| Algert Coldiron Investors | 24k | $986k | 13% | Dec 2023 |
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| AE Wealth Management | 24k | $783k | 59% | Dec 2023 |
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| Parallax Volatility Advisers | 23k | $922k | 100% | Dec 2023 |
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| NISA Investment Advisors | 22k | $887k | 806% | Dec 2023 |
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| Florida State Board of Administration | 21k | $841k | 0% | Dec 2023 |
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| Balyasny Asset Management | 21k | $836k | 139% | Dec 2023 |
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| CCM Partners | 20k | $825k | 100% | Dec 2023 |
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| Arizona State Retirement System | 20k | $815k | 0% | Dec 2023 |
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| Wolverine Asset Management | 18k | $754k | 39% | Dec 2023 |
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| Rockefeller Capital Management | 18k | $750k | -3% | Dec 2023 |
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| Bayesian Capital Management | 18k | $718k | -67% | Dec 2023 |
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| AQR Capital Management | 16k | $663k | 106% | Dec 2023 |
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| Brevan Howard Capital Management | 16k | $653k | 100% | Dec 2023 |
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| Private Advisor | 16k | $645k | -1% | Dec 2023 |
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| Zurcher Kantonalbank | 15k | $629k | 15% | Dec 2023 |
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| Inspire Advisors | 15k | $623k | 81% | Dec 2023 |
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| Harbour Investments | 15k | $620k | -6% | Dec 2023 |
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| Advisory Services Network | 13k | $516k | -74% | Dec 2023 |
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| Apollon Wealth Management | 13k | $514k | 30% | Dec 2023 |
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| Capital Advantage | 12k | $505k | 100% | Dec 2023 |
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| GSA Capital Partners | 12k | $493k | -18% | Dec 2023 |
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| Branch Banking & Trust Company | 12k | $492k | -32% | Dec 2023 |
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| Handelsbanken Fonder AB | 12k | $490k | 20% | Dec 2023 |
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| Stratos Wealth Partners | 12k | $316k | 0% | Mar 2024 |
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| J.w. Cole Advisors | 11k | $467k | 100% | Dec 2023 |
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| Baader Bank | 11k | $458k | -25% | Dec 2023 |
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| Amundi | 11k | $387k | 164% | Dec 2023 |
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| Connective Portfolio Management | 11k | $450k | 100% | Dec 2023 |
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| Prime Capital Investment Advisors | 11k | $439k | 23% | Dec 2023 |
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| Kercheville Advisors | 10k | $409k | 0% | Dec 2023 |
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| Duality Advisers | 9.9k | $403k | -46% | Dec 2023 |
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| Victory Capital Management | 9.8k | $399k | -92% | Dec 2023 |
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| Gemmer Asset Management | 8.8k | $236k | 8% | Mar 2024 |
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| Principal Financial Group | 8.5k | $345k | 12% | Dec 2023 |
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| Strategic Family Wealth Counselors | 8.0k | $327k | 0% | Dec 2023 |
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| National Wealth Management Group | 8.0k | $326k | 100% | Dec 2023 |
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| Valeo Financial Advisors | 7.6k | $205k | 3% | Mar 2024 |
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| Summit Investment Advisors | 7.6k | $310k | 6% | Dec 2023 |
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| State of Wisconsin Investment Board | 7.4k | $301k | -6% | Dec 2023 |
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| Atria Wealth Solutions | 7.3k | $299k | 100% | Dec 2023 |
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| IPG Investment Advisors | 6.8k | $277k | 100% | Dec 2023 |
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| Sierra Summit Advisors | 6.7k | $272k | 100% | Dec 2023 |
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| Synergy Financial Group | 6.6k | $269k | 100% | Dec 2023 |
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| Independent Advisor Alliance | 6.6k | $268k | 100% | Dec 2023 |
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| Arcadia Investment Management Corp | 6.5k | $175k | 0% | Mar 2024 |
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| Ieq Capital | 6.4k | $261k | 100% | Dec 2023 |
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| Liberty One Investment Management | 6.0k | $246k | 5% | Dec 2023 |
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| Captrust Financial Advisors | 5.8k | $236k | 100% | Dec 2023 |
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| Orion Capital Management | 5.7k | $233k | 18% | Dec 2023 |
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| Gotham Asset Management | 5.5k | $226k | 100% | Dec 2023 |
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| Mitsubishi UFJ Asset Management | 5.5k | $191k | -17% | Dec 2023 |
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| Wedbush Morgan Securities | 5.4k | $221k | 100% | Dec 2023 |
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| Qrg Capital Management | 5.4k | $219k | 100% | Dec 2023 |
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| Nwam | 5.3k | $218k | 100% | Dec 2023 |
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| Headlands Technologies | 5.2k | $212k | 100% | Dec 2023 |
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| AdvisorNet Financial | 5.2k | $139k | 0% | Mar 2024 |
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| Mandatum Life Insurance | 5.1k | $208k | 100% | Dec 2023 |
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| HighTower Advisors | 5.1k | $206k | 100% | Dec 2023 |
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| AtonRa Partners | 4.0k | $162k | -24% | Dec 2023 |
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| Amalgamated Bank | 2.4k | $65k | -77% | Mar 2024 |
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Who sold out of Upstart Hldgs?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| State of New Jersey Common Pension Fund D | Sep 2023 | 75k | $2.1M |
| Trexquant Investment | Sep 2023 | 54k | $1.5M |
| Rollins Financial | Sep 2023 | 38k | $1.1M |
| IMC-Chicago | Dec 2023 | 26k | $1.1M |
| Raymond James & Associates | Dec 2023 | 21k | $854k |
| Quadrature Capital | Sep 2023 | 19k | $535k |
| Caption Management | Sep 2023 | 19k | $528k |
| Virtu Financial | Sep 2023 | 17k | $470k |
| Jump Financial | Sep 2023 | 15k | $434k |
| International Assets Investment Management | Dec 2023 | 8.1k | $330k |
| Mitchell Mcleod Pugh & Williams | Sep 2023 | 7.4k | $211k |
| Kingswood Wealth Advisors | Dec 2023 | 7.2k | $294k |
| Mezzasalma Advisors | Dec 2023 | 6.7k | $274k |
| Harel Insurance Investments & Financial Services | Sep 2023 | 5.4k | $155k |
| Wealth Enhancement Advisory Services | Dec 2023 | 5.3k | $217k |