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Disclosery

UPST UPSTART HLDGS INC

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STOK (common), issuer CIK 1647639

386 managers (393 13F filers) reported a position in UPST shares at 2024-12-31, 58,290,154 shares in all. 84 filers opened a position and 58 filers sold out during the quarter.

Managers
386
13F filers
393
New
84
Added
116
Reduced
109
Sold out
58
Shares held by filers
58,290,154

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Virtus Investment Advisers, LLCgroup of 2 filers holding5,918$364KnewTimeline
Synergy Financial Group, LTD5,793$357K0.3%-65113F-HRTimeline
XPONANCE LLC5,770$355K<0.01%+67813F-HRTimeline
Cresset Asset Management, LLC5,749$354K<0.01%-15,79513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,663$349K<0.01%-2,70013F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…5,524$340K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,511$339K<0.01%+16713F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,554$338K0.03%-227,70413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,219$321K<0.01%new13F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.5,176$319K0.06%new13F-HRTimeline
AdvisorNet Financial, Inc5,165$318K0.03%013F-HRTimeline
Symmetry Partners, LLC5,100$314K0.04%new13F-HRTimeline
EMC Capital Management5,100$314K0.18%-14,90013F-HRTimeline
Gotham Asset Management, LLC5,082$313K<0.01%-8113F-HRTimeline
Cassady Schiller Wealth Management, LLC5,013$309K0.11%-18913F-HRTimeline
Independent Advisor Alliance4,942$304K<0.01%-21413F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC4,848$298K0.03%-9,81213F-HRTimeline
CIBC WORLD MARKET INC.4,817$297K<0.01%new13F-HRTimeline
GTS SECURITIES LLC4,753$293K0.01%new13F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A4,726$291K<0.01%new13F-HRTimelineGroup
Tradition Wealth Management, LLC4,718$290K0.03%new13F-HRTimeline
Perennial Investment Advisors, LLC4,620$284K0.03%new13F-HRTimeline
Entropy Technologies, LP4,617$284K0.03%-23,15713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,614$284K<0.01%new13F-HR/ATimeline
Summit Financial Strategies, Inc.4,561$281K0.03%-5,83813F-HRTimeline
Advisory Services Network, LLC4,554$280K0.01%-7,85813F-HRTimeline
Merit Financial Group, LLC4,396$271K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,372$269K0.01%-8,40913F-HRTimelineGroup
Orion Capital Management LLC4,260$262K0.12%-1,30013F-HRTimeline
Atria Investments, Inc4,222$260K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC4,065$250K<0.01%new13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.3,800$234K<0.01%new13F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK3,675$226K<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL3,600$222K<0.01%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,552$219K0.01%new13F-HRTimelineGroup
Keudell/Morrison Wealth Management3,450$212K0.06%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,640$209K<0.01%new13F-HRTimelineGroup
Blueshift Asset Management, LLC3,389$209K0.08%new13F-HRTimeline
Foundations Investment Advisors, LLC3,368$207K<0.01%new13F-HRTimeline
GWN SECURITIES INC.3,110$205K0.05%13F-HRTimeline
Bridgefront Capital, LLC3,259$201K0.07%new13F-HRTimeline
Nebula Research & Development LLC3,259$201K0.02%-2,83913F-HRTimeline
SLT Holdings LLC3,250$200K0.19%13F-HRTimeline
KBC Group NVin group KBC Group NV3,088$190K<0.01%+46713F-HRTimelineGroup
Westside Investment Management, Inc.3,050$188K0.04%-60013F-HRTimeline
Leonteq Securities AG3,014$186K0.02%+53013F-HRTimeline
AMALGAMATED BANK2,607$161K<0.01%013F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…2,510$155K<0.01%new13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…2,271$140K<0.01%-1,55013F-HRTimeline
Castleview Partners, LLC1,914$116K0.06%-25713F-HR/ATimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC1,866$115K<0.01%new13F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich1,605$109K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC1,664$102K<0.01%+1,00013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,575$97K<0.01%+37513F-HRTimelineGroup
R Squared Ltd1,560$96K0.09%13F-HRTimeline
Advisors Asset Management, Inc.1,520$93.6K<0.01%new13F-HR/ATimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…1,416$87.2K0.03%013F-HRTimelineGroup
GAMMA Investing LLC1,348$83K0.01%+22413F-HRTimeline
CWM, LLCin group CWM, LLC1,335$82K<0.01%+213F-HRTimelineGroup
Asset Management One Co., Ltd.1,174$79.8K<0.01%-33213F-HRTimeline
ALBION FINANCIAL GROUP /UT1,000$61.6K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…971$59.8K<0.01%+69913F-HRTimelineGroup
Caitong International Asset Management …943$58.1K0.06%13F-HR/ATimeline
Parallel Advisors, LLC936$57.6K<0.01%+4513F-HRTimeline
SIGNATUREFD, LLC908$55.9K<0.01%+1513F-HRTimeline
Farther Finance Advisors, LLC882$54.3K<0.01%+17213F-HRTimeline
Plante Moran Financial Advisors, LLC869$53.5K<0.01%013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.857$53K<0.01%-1,69513F-HRTimelineGroup
SHELL ASSET MANAGEMENT CO818$50K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC809$49.8K<0.01%-713F-HRTimeline
QUADRANT CAPITAL GROUP LLC705$43.4K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…600$36.9K<0.01%013F-HRTimelineGroup
Point72 (DIFC) Ltd510$31.4K<0.01%-6,30213F-HRTimeline
Rakuten Securities, Inc.496$30.5K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…485$29.9K<0.01%+5013F-HRTimeline
Fortitude Family Office, LLC437$26.9K0.01%+2313F-HRTimeline
IFP Advisors, Inc427$26.3K<0.01%-6313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…418$25.7K<0.01%-13913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…402$24.8K<0.01%-84813F-HRTimelineGroup
Elequin Capital, LP390$24K<0.01%+12313F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd370$22.8K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.352$21.7K<0.01%-10013F-HRTimeline
Quest 10 Wealth Builders, Inc.350$21.6K0.02%13F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.348$21.4K0.01%-51713F-HRTimeline
Quent Capital, LLC335$20.6K<0.01%013F-HRTimeline
RAELIPSKIE PARTNERSHIP315$19.4K0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…300$18.5K<0.01%013F-HR/ATimeline
Ridgewood Investments LLC300$18.5K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton300$18.5K<0.01%013F-HRTimeline
PrairieView Partners, LLC300$18K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC300$18K0.01%13F-HRTimeline
Lindbrook Capital, LLC280$17.2K<0.01%+1613F-HRTimeline
New Millennium Group LLC280$17.2K0.01%013F-HRTimeline
Versant Capital Management, Inc258$15.9K<0.01%+9713F-HRTimeline
Transce3nd, LLC224$14.1K<0.01%13F-HRTimeline
Allworth Financial LP199$13.1K<0.01%+2513F-HRTimeline
TOTH FINANCIAL ADVISORY CORP210$12.9K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS210$12.9K0.01%-10013F-HRTimeline
MAI Capital Management204$12.6K<0.01%new13F-HRTimeline
DANSKE BANK A/S200$12.3K<0.01%-1,10013F-HRTimeline
Wilmington Savings Fund Society, FSB200$12.3K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB200$12.3K<0.01%013F-HRTimeline
City State Bank200$12.3K<0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC200$12.3K0.01%013F-HR/ATimeline
Larson Financial Group LLC197$12.1K<0.01%+3113F-HRTimeline
Covestor Ltd201$12K0.01%-10713F-HRTimeline
GeoWealth Management, LLC188$11.6K<0.01%-213F-HRTimeline
CoreCap Advisors, LLC187$11.5K<0.01%+6513F-HRTimeline
Avior Wealth Management, LLC167$10.3K<0.01%+16013F-HRTimeline
Dogwood Wealth Management LLC165$10.2K0.01%new13F-HRTimeline
Hopwood Financial Services, Inc.163$10K0.01%13F-HRTimeline
GPS Wealth Strategies Group, LLC159$9.79K<0.01%013F-HRTimeline
ADIRONDACK TRUST CO150$9.23K<0.01%013F-HRTimeline
Rise Advisors, LLC146$8.99K<0.01%-4413F-HRTimeline
PRIVATE TRUST CO NA129$7.94K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.122$7.51K<0.01%new13F-HRTimelineGroup
Frazier Financial Advisors, LLC100$6.33K0.01%013F-HRTimeline
Smartleaf Asset Management LLC100$6.33K<0.01%+8513F-HRTimeline
Heritage Wealth Advisors100$6.16K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC100$6.16K<0.01%-5013F-HRTimeline
Main Street Group, LTD100$6.16K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.100$5.92K<0.01%-4513F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC95$5.85K<0.01%+513F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC93$5.73K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.90$5.54K<0.01%new13F-HRTimeline
HANSEATIC MANAGEMENT SERVICES INC88$5.42K0.01%new13F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…81$4.99K<0.01%013F-HRTimeline
Sterling Capital Management LLC81$4.99K<0.01%+213F-HRTimeline
AlphaQuest LLC81$4.99K<0.01%-1,64213F-HRTimeline
POM Investment Strategies, LLC73$4.5K<0.01%013F-HRTimeline
Arax Advisory Partners72$4.43K<0.01%+913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC70$4K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.60$3.8K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.61$3.75K<0.01%013F-HRTimeline
Painted Porch Advisors LLC60$3.69K<0.01%-1613F-HRTimeline
True Wealth Design, LLC56$3.45K<0.01%+113F-HRTimeline
Prestige Wealth Management Group LLC51$3.14K<0.01%013F-HR/ATimeline
Brooklyn Investment Group50$3.08K<0.01%new13F-HRTimeline
Financial Freedom, LLC50$3.08K<0.01%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC51$3K<0.01%-12513F-HRTimelineGroup
Avion Wealth51$3K<0.01%013F-HRTimeline
Hemington Wealth Management51$3K<0.01%+413F-HRTimeline
Continuum Advisory, LLC47$2.89K<0.01%+4613F-HRTimeline
Pacifica Partners Inc.44$2.67K<0.01%013F-HRTimeline
NVWM, LLC43$2.65K<0.01%013F-HRTimeline
Clearstead Advisors, LLC41$2.52K<0.01%+613F-HRTimeline
Anchor Investment Management, LLC41$2.52K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC39$2.4K<0.01%013F-HRTimeline
Gould Capital, LLC38$2.34K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…34$2.09K<0.01%+513F-HRTimelineGroup
Sound Income Strategies, LLC30$1.85K<0.01%-3013F-HRTimeline
Bell Investment Advisors, Inc29$1.79K<0.01%013F-HRTimeline
WR Wealth Planners, LLC27$1.66K<0.01%-18713F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.25$1.54K<0.01%013F-HRTimeline
Carolina Wealth Advisors, LLC25$1.54K<0.01%new13F-HRTimeline
Missouri Trust & Investment Co22$1.35K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…21$1.29K<0.01%new13F-HRTimeline
Sawyer & Company, Inc17$1K<0.01%013F-HRTimeline
Fairscale Capital, LLC16$985<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management15$924<0.01%new13F-HRTimelineGroup
PayPay Securities Corp15$9240.04%+613F-HRTimeline
Gen-Wealth Partners Inc15$924<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC13$801<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC13$800<0.01%+313F-HRTimelineGroup
Cornerstone Planning Group LLC11$715<0.01%013F-HRTimeline
JNBA Financial Advisors10$616<0.01%new13F-HRTimeline
Global Retirement Partners, LLC10$616<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp10$616<0.01%13F-HRTimeline
Amundiin group Amundi9$533<0.01%new13F-HRTimelineGroup
Decker Retirement Planning Inc.6$369<0.01%13F-HRTimeline
Quarry LP5$308<0.01%new13F-HRTimeline
Addison Advisors LLC4$247<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc4$247<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Creekmur Asset Management LLC4$246<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.3$185<0.01%-4,77613F-HRTimelineGroup
SJS Investment Consulting Inc.3$185<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.3$185<0.01%+213F-HRTimeline
WPG Advisers, LLC2$123<0.01%13F-HRTimeline
Activest Wealth Management1$62<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1$57<0.01%013F-HRTimeline
West Oak Capital, LLC25$15<0.01%013F-HR/ATimeline
Strategic Investment Solutions, Inc. /IL203$00%new13F-HRTimelineValue filed as zero, left out of ratios.
HANTZ FINANCIAL SERVICES, INC.6$00%013F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.
Capital Advisors, Ltd. LLC3$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …0$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.