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Disclosery

UPST UPSTART HLDGS INC

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STOK (common), issuer CIK 1647639

384 managers (389 13F filers) reported a position in UPST shares at 2025-03-31, 60,248,597 shares in all. 55 filers opened a position and 55 filers sold out during the quarter.

Managers
384
13F filers
389
New
55
Added
158
Reduced
99
Sold out
55
Shares held by filers
60,248,597

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…8,000$368K0.01%-21513F-HRTimelineGroup
Strategic Family Wealth Counselors, L.L…7,992$368K0.12%013F-HRTimeline
Atria Wealth Solutions, Inc.7,966$367K<0.01%-11,04313F-HRTimeline
Versor Investments LP7,794$359K0.06%-2,60613F-HRTimeline
FMR LLCin group FMR LLC7,670$353K<0.01%+1,40713F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC7,616$351K0.04%+41913F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/7,449$343K<0.01%-128,26013F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC7,370$339K<0.01%-3,43313F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC7,179$330K<0.01%-20713F-HRTimelineGroup
Portman Square Capital LLP7,106$327K0.05%new13F-HRTimeline
Quantitative Investment Management, LLC7,083$326K0.03%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,750$319K<0.01%+1,23913F-HR/ATimelineGroup
Marex Group Ltdin group Marex Group Ltd6,855$316K0.01%-1,13913F-HRTimelineGroup
Intellectus Partners, LLC6,850$315K0.08%-20013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,419$295K<0.01%+2,77913F-HRTimelineGroup
KEELER & NADLER FINANCIAL PLANNING & WE…6,007$284K0.13%013F-HRTimeline
XPONANCE LLC6,171$284K<0.01%+40113F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.6,130$282K<0.01%+4713F-HRTimeline
Sequoia Financial Advisors, LLC5,920$272K<0.01%-1913F-HRTimeline
Synergy Financial Group, LTD5,793$267K0.24%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.5,769$266K<0.01%+1,96913F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,765$265K<0.01%+10213F-HRTimelineGroup
Symmetry Partners, LLC5,677$261K0.04%+57713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,564$256K<0.01%+34513F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…5,524$254K<0.01%013F-HRTimeline
J. Goldman & Co LP5,500$253K0.01%new13F-HRTimeline
Independent Advisor Alliance5,425$250K0.01%+48313F-HRTimeline
Mach-1 Financial Group, LLC5,274$243K0.07%new13F-HRTimeline
Merit Financial Group, LLC5,263$242K<0.01%+86713F-HRTimeline
STRS OHIO5,200$239K<0.01%-3,10013F-HRTimeline
EMC Capital Management5,100$239K0.14%013F-HRTimeline
AdvisorNet Financial, Inc5,150$237K0.02%-1513F-HRTimeline
Advisory Services Network, LLC5,127$236K<0.01%+57313F-HRTimeline
Cresset Asset Management, LLC5,072$233K<0.01%-67713F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.4,905$226K<0.01%-2,62113F-HRTimelineGroup
Gotham Asset Management, LLC4,821$222K<0.01%-26113F-HRTimeline
CIBC WORLD MARKET INC.4,727$218K<0.01%-9013F-HRTimeline
Tradition Wealth Management, LLC4,713$217K0.02%-513F-HRTimeline
Atria Investments, Inc4,677$215K<0.01%+45513F-HRTimeline
Integrated Wealth Concepts LLC4,628$213K<0.01%+56313F-HRTimeline
Perennial Investment Advisors, LLC4,620$213K0.02%013F-HRTimeline
Seros Financial, LLC4,589$211K0.16%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd4,532$209K0.01%-5,92213F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC4,541$208K<0.01%new13F-HRTimelineGroup
Garden State Investment Advisory Servic…4,401$203K0.06%new13F-HRTimeline
CWM, LLCin group CWM, LLC4,152$191K<0.01%+2,81713F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4,016$185K<0.01%+3,04513F-HRTimelineGroup
KBC Group NVin group KBC Group NV3,741$172K<0.01%+65313F-HRTimelineGroup
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding3,518$162K-3,289Timeline
Virtus Investment Advisers, LLCgroup of 2 filers holding3,497$161K-1,903Timeline
Leonteq Securities AG3,145$145K0.01%+13113F-HRTimeline
Westside Investment Management, Inc.3,050$140K0.03%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.2,888$133K0.07%+2,39213F-HRTimelineGroup
Orion Capital Management LLC2,760$127K0.05%-1,50013F-HRTimeline
AMALGAMATED BANK2,759$127K<0.01%+15213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,699$124K0.02%+2,67813F-HRTimeline
Federation des caisses Desjardins du Qu…2,684$124K<0.01%+41313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,241$103K<0.01%-2,13113F-HRTimelineGroup
Asset Management One Co., Ltd.2,010$92.5K<0.01%+83613F-HRTimeline
NewEdge Advisors, LLC1,997$91.9K<0.01%+33313F-HRTimeline
Aster Capital Management (DIFC) Ltd1,359$90.6K0.02%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,950$89.8K<0.01%+1,54813F-HRTimelineGroup
Point72 (DIFC) Ltd1,904$87.6K0.01%+1,39413F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC1,866$85.9K<0.01%013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC1,841$84.7K<0.01%new13F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich1,771$81.5K<0.01%+16613F-HR/ATimeline
GAMMA Investing LLC1,662$76.5K0.01%+31413F-HR/ATimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,475$67.9K<0.01%-10013F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…1,416$65.2K0.02%013F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT1,000$46K<0.01%013F-HRTimeline
SIGNATUREFD, LLC974$44.8K<0.01%+6613F-HRTimeline
Geneos Wealth Management Inc.916$42.2K<0.01%+56413F-HRTimeline
Parallel Advisors, LLC908$41.8K<0.01%-2813F-HRTimeline
Plante Moran Financial Advisors, LLC869$40K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC843$38.8K<0.01%-3913F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.827$38K<0.01%-3013F-HRTimelineGroup
SHELL ASSET MANAGEMENT CO787$36K<0.01%-3113F-HRTimeline
QUADRANT CAPITAL GROUP LLC715$32.9K<0.01%+1013F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…673$31K<0.01%-1,83713F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…600$27.6K<0.01%013F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS510$23.5K0.01%+30013F-HRTimeline
Steward Partners Investment Advisory, L…502$23.1K<0.01%+1713F-HRTimeline
Bogart Wealth, LLC500$23K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC437$20.1K0.01%013F-HRTimeline
IFP Advisors, Inc412$19K<0.01%-1513F-HRTimeline
Quent Capital, LLC391$18K<0.01%+5613F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd370$17K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.311$14.3K<0.01%+25013F-HRTimeline
Rise Advisors, LLC307$14.1K0.01%+16113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…302$13.9K<0.01%-11613F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…300$13.8K<0.01%013F-HRTimeline
Ridgewood Investments LLC300$13.8K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton300$13.8K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC300$13.8K<0.01%013F-HRTimeline
PrairieView Partners, LLC300$13K<0.01%013F-HRTimeline
Versant Capital Management, Inc258$11.9K<0.01%013F-HRTimeline
Lindbrook Capital, LLC254$11.7K<0.01%-2613F-HRTimeline
MassMutual Private Wealth & Trust, FSB251$11.6K<0.01%+5113F-HRTimeline
Larson Financial Group LLC246$11.3K<0.01%+4913F-HRTimeline
AlphaQuest LLC236$10.9K<0.01%+15513F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise215$10K<0.01%13F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP210$9.67K<0.01%013F-HRTimeline
MAI Capital Management204$9.39K<0.01%013F-HRTimeline
DANSKE BANK A/S200$9.21K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB200$9.21K<0.01%013F-HRTimeline
Flaharty Asset Management, LLC200$9.21K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC200$9.21K<0.01%new13F-HRTimeline
City State Bank200$9.21K<0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC200$9.21K0.01%013F-HR/ATimeline
Covestor Ltd202$9K0.01%+113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp180$8.29K<0.01%new13F-HRTimelineGroup
Allworth Financial LP173$8.09K<0.01%-2613F-HRTimeline
Dogwood Wealth Management LLC165$7.59K<0.01%013F-HRTimeline
Hopwood Financial Services, Inc.163$7.5K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC159$7.32K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC150$7.09K<0.01%+5013F-HRTimeline
Accredited Wealth Management, LLC154$7.09K0.01%new13F-HRTimeline
ADIRONDACK TRUST CO150$6.9K<0.01%013F-HRTimeline
Transce3nd, LLC152$6.63K<0.01%-7213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.143$6.58K<0.01%+2113F-HRTimelineGroup
PRIVATE TRUST CO NA140$6.44K<0.01%+1113F-HRTimeline
ROTHSCHILD INVESTMENT LLC135$6.21K<0.01%+4013F-HRTimeline
Putney Financial Group LLC118$5.43K0.01%new13F-HRTimeline
Pine Valley Investments Ltd Liability Co117$5.39K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.114$5.25K<0.01%+2413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…111$5.11K<0.01%+7713F-HRTimelineGroup
CoreCap Advisors, LLC105$4.83K<0.01%-8213F-HRTimeline
Heritage Wealth Advisors100$4.6K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC100$4.6K<0.01%013F-HRTimeline
Main Street Group, LTD100$4.6K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC100$4.6K<0.01%013F-HRTimeline
Arax Advisory Partners88$4.05K<0.01%+1613F-HRTimeline
Sterling Capital Management LLC83$3.82K<0.01%+213F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…80$3.78K<0.01%-113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.104$3.73K<0.01%+413F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC65$3K<0.01%-513F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.58$3K<0.01%new13F-HRTimelineGroup
Avion Wealth51$3K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.60$2.76K<0.01%013F-HRTimeline
True Wealth Design, LLC59$2.72K<0.01%+313F-HRTimeline
Continuum Advisory, LLC54$2.49K<0.01%+713F-HRTimeline
Inlight Wealth Management, LLC52$2.39K<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC50$2.3K<0.01%-113F-HR/ATimeline
Brooklyn Investment Group50$2.3K<0.01%013F-HRTimeline
Financial Freedom, LLC50$2.3K<0.01%013F-HRTimeline
Wiser Advisor Group LLC50$2.3K<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC47$2.16K<0.01%new13F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC58$2K<0.01%+713F-HRTimelineGroup
Hemington Wealth Management46$2K<0.01%-513F-HRTimeline
NVWM, LLC43$1.98K<0.01%013F-HRTimeline
Anchor Investment Management, LLC41$1.89K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust40$1.84K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc40$1.84K<0.01%+1113F-HRTimeline
Private Wealth Management Group, LLC39$1.8K<0.01%013F-HRTimeline
Gould Capital, LLC38$1.75K<0.01%013F-HRTimeline
Pacifica Partners Inc.44$1.7K<0.01%013F-HRTimeline
Clearstead Advisors, LLC35$1.61K<0.01%-613F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK30$1.38K<0.01%new13F-HRTimelineGroup
Carolina Wealth Advisors, LLC25$1.15K<0.01%013F-HRTimeline
Stephens Consulting, LLC25$1.15K<0.01%new13F-HRTimeline
Missouri Trust & Investment Co22$1.01K<0.01%013F-HRTimeline
Sawyer & Company, Inc17$1K<0.01%013F-HRTimeline
Amundiin group Amundi23$890<0.01%+1413F-HRTimelineGroup
Fairscale Capital, LLC16$736<0.01%013F-HRTimeline
Gen-Wealth Partners Inc15$690<0.01%013F-HRTimeline
PayPay Securities Corp13$6180.04%-213F-HRTimeline
JFS WEALTH ADVISORS, LLC13$599<0.01%013F-HRTimeline
Cornerstone Planning Group LLC11$484<0.01%013F-HRTimeline
JNBA Financial Advisors10$461<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC10$460<0.01%-313F-HRTimelineGroup
Sound Income Strategies, LLC10$460<0.01%-2013F-HRTimeline
Murphy & Mullick Capital Management Corp10$460<0.01%013F-HRTimeline
Asset Dedication, LLC8$369<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc4$247<0.01%013F-HRTimeline
Addison Advisors LLC4$185<0.01%013F-HRTimeline
SJS Investment Consulting Inc.3$139<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.3$139<0.01%013F-HRTimeline
WPG Advisers, LLC2$92<0.01%013F-HRTimeline
Activest Wealth Management1$46<0.01%013F-HRTimeline
West Oak Capital, LLC25$12<0.01%013F-HRTimeline
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$0013F-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%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.