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Disclosery

UPST UPSTART HLDGS INC

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STOK (common), issuer CIK 1647639

415 managers (423 13F filers) reported a position in UPST shares at 2025-06-30, 61,517,808 shares in all. 81 filers opened a position and 49 filers sold out during the quarter.

Managers
415
13F filers
423
New
81
Added
143
Reduced
122
Sold out
49
Shares held by filers
61,517,808

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.group of 2 filers holding9,132$591K+1,132Timeline
DIKER MANAGEMENT LLCin group DIKER MANAGEMENT LLC9,000$582K0.55%new13F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.8,760$567K<0.01%+2,63013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,797$558K<0.01%+2,04713F-HRTimelineGroup
EMC Capital Management8,600$556K0.3%+3,50013F-HRTimeline
STRS OHIO8,400$543K<0.01%+3,20013F-HRTimeline
PURSUE WEALTH PARTNERS LLC8,384$542K0.31%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,230$534K<0.01%-5,48213F-HRTimeline
Candriam S.C.A.8,154$527K<0.01%new13F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD8,143$527K<0.01%-5,40313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC8,107$524K<0.01%+92813F-HR/ATimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…8,037$520K<0.01%+4,02113F-HRTimelineGroup
OneDigital Investment Advisors LLC8,033$520K0.01%new13F-HRTimeline
Strategic Family Wealth Counselors, L.L…7,992$517K0.15%013F-HRTimeline
Arete Wealth Advisors, LLC7,984$516K0.04%new13F-HRTimeline
Integrated Wealth Concepts LLC7,777$503K0.01%+3,14913F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC7,683$497K0.05%+6713F-HRTimelineGroup
Intellectus Partners, LLC7,462$483K0.1%+61213F-HRTimeline
PIAR LLC10,375$478K0.53%-5013F-HRTimeline
Quantitative Investment Management, LLC7,123$460K0.06%+4013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC7,086$458K<0.01%new13F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.7,000$453K0.01%-35,41513F-HRTimelineGroup
Advisory Services Network, LLC5,399$441K0.01%+27213F-HRTimeline
XPONANCE LLC6,755$437K<0.01%+58413F-HRTimeline
Left Brain Wealth Management, LLC6,600$427K0.15%-1,57013F-HRTimeline
GSA CAPITAL PARTNERS LLP6,470$418K0.03%-8,45713F-HRTimeline
Synergy Financial Group, LTD6,281$406K0.3%+48813F-HRTimeline
Symmetry Partners, LLC6,086$394K0.05%+40913F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding6,052$391K-112,635Timeline
KEELER & NADLER FINANCIAL PLANNING & WE…6,007$389K0.16%013F-HRTimeline
Sequoia Financial Advisors, LLC5,930$384K<0.01%+1013F-HRTimeline
Summit Trail Advisors, LLC5,925$383K0.01%new13F-HRTimeline
CIBC WORLD MARKET INC.5,683$368K<0.01%+95613F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…5,670$367K0.22%+2,17313F-HR/ATimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…5,524$357K<0.01%013F-HRTimeline
Integrated Financial Solutions, Inc.14,635$347K0.29%13F-HRTimeline
INCEPTIONR LLC5,350$346K0.08%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,314$344K<0.01%new13F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.5,262$340K<0.01%-50713F-HRTimelineGroup
Tradition Wealth Management, LLC5,248$339K0.03%+53513F-HRTimeline
AdvisorNet Financial, Inc5,150$333K0.02%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,120$331K<0.01%-44413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,007$324K<0.01%+4,90313F-HRTimelineGroup
Bramshill Investments, LLC5,000$323K0.03%new13F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.4,928$319K<0.01%-23,98313F-HRTimelineGroup
Gotham Asset Management, LLC4,821$312K<0.01%013F-HRTimeline
Garden State Investment Advisory Servic…4,817$312K0.08%+41613F-HRTimeline
J.W. COLE ADVISORS, INC.4,777$309K0.01%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,768$308K<0.01%-99713F-HRTimelineGroup
R Squared Ltd4,662$302K0.17%new13F-HRTimeline
Cresset Asset Management, LLC4,646$301K<0.01%-42613F-HR/ATimeline
Seros Financial, LLC4,589$297K0.19%013F-HRTimeline
Perennial Investment Advisors, LLC4,540$294K0.03%-8013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC4,465$289K0.03%-4,01413F-HRTimeline
Merit Financial Group, LLC4,359$282K<0.01%-90413F-HRTimeline
Dynamic Technology Lab Private Ltd4,332$280K0.04%new13F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…4,300$278K<0.01%+78213F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…4,239$274K<0.01%new13F-HRTimelineGroup
CAXTON ASSOCIATES LLP4,235$274K0.01%new13F-HRTimeline
Portman Square Capital LLP4,213$272K0.03%-2,89313F-HRTimeline
Summit Financial Strategies, Inc.4,210$272K0.03%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.4,171$270K<0.01%new13F-HRTimeline
Wealth Management Associates, Inc.4,170$270K0.1%new13F-HRTimeline
Joel Isaacson & Co., LLC4,000$259K0.01%new13F-HRTimeline
Worth Venture Partners, LLC4,000$259K0.4%new13F-HRTimeline
SteelPeak Wealth, LLC3,964$256K0.01%new13F-HRTimeline
Sanctuary Advisors, LLC3,907$253K<0.01%new13F-HRTimeline
Wealthfront Advisers LLC3,821$247K<0.01%new13F-HRTimeline
Independent Advisor Alliance3,783$245K0.01%-1,64213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK3,675$238K<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL3,600$233K<0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,568$231K0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,555$230K0.01%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,527$228K0.01%new13F-HRTimelineGroup
GDS Wealth Management3,453$223K0.02%new13F-HRTimeline
Keudell/Morrison Wealth Management3,450$223K0.05%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,391$219K<0.01%-3,02813F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP3,360$217K0.03%+3,15013F-HRTimeline
Savvy Advisors, Inc.3,358$217K0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC3,354$217K<0.01%new13F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS3,345$216K<0.01%new13F-HRTimeline
Cornerstone Investment Partners, LLC3,296$213K0.01%new13F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich3,271$212K<0.01%+1,50013F-HR/ATimeline
Total Clarity Wealth Management, Inc.3,250$210K0.06%new13F-HRTimeline
Atria Investments, Inc3,219$208K<0.01%-1,45813F-HRTimeline
HighTower Advisors, LLC3,197$207K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.3,050$203K0.04%013F-HRTimeline
Leonteq Securities AG2,889$187K0.01%-25613F-HRTimeline
AMALGAMATED BANK2,759$178K<0.01%013F-HRTimeline
Orion Capital Management LLC2,750$178K0.07%-1013F-HRTimeline
KBC Group NVin group KBC Group NV2,413$156K<0.01%-1,32813F-HRTimelineGroup
Federation des caisses Desjardins du Qu…2,295$148K<0.01%-38913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,284$148K<0.01%+33413F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC2,275$144K0.05%new13F-HRTimeline
Asset Management One Co., Ltd.1,943$126K<0.01%-6713F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC1,866$121K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC1,629$105K0.01%-3313F-HRTimeline
Allworth Financial LP1,625$105K<0.01%+1,45213F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…1,500$97K0.14%+1,42013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…1,416$91.6K0.03%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,393$90K<0.01%-2,75913F-HRTimelineGroup
Rakuten Securities, Inc.in group Rakuten Group, Inc.1,231$79.6K0.03%-1,65713F-HR/ATimelineGroup
Bogart Wealth, LLC1,200$77.6K<0.01%+70013F-HRTimeline
Point72 (DIFC) Ltd1,072$69.3K0.01%-83213F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.1,068$69K<0.01%+24113F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT1,000$64.7K<0.01%013F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding973$62.9K-39,713Timeline
State of Wyoming948$61.3K0.01%new13F-HRTimeline
Versant Capital Management, Inc925$59.8K0.01%+66713F-HRTimeline
SIGNATUREFD, LLC894$57.8K<0.01%-8013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC875$56.6K<0.01%-60013F-HRTimelineGroup
Steward Partners Investment Advisory, L…864$55.9K<0.01%+36213F-HRTimeline
Parallel Advisors, LLC838$54.2K<0.01%-7013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …816$53K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC754$48.8K<0.01%-8913F-HRTimeline
SHELL ASSET MANAGEMENT CO714$46K<0.01%-7313F-HRTimeline
NewEdge Advisors, LLC697$45.1K<0.01%-1,30013F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…673$44K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…600$38.8K<0.01%013F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS510$33K0.01%013F-HRTimeline
IFP Advisors, Inc382$29K<0.01%-3013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/443$28.6K<0.01%-7,00613F-HR/ATimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.376$24.3K<0.01%+23313F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd370$23.9K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC354$22.9K<0.01%+10813F-HRTimeline
Geneos Wealth Management Inc.352$22.8K<0.01%-56413F-HRTimeline
DANSKE BANK A/S346$22.4K<0.01%+14613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…332$21.5K<0.01%+3013F-HRTimelineGroup
Rise Advisors, LLC303$19.6K0.01%-413F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…300$19.4K<0.01%013F-HRTimeline
Ridgewood Investments LLC300$19.4K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton300$19.4K<0.01%013F-HRTimeline
PrairieView Partners, LLC300$19K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC300$19K0.01%013F-HRTimeline
MTM Investment Management, LLC279$18K0.01%new13F-HRTimeline
Putney Financial Group LLC248$16K0.02%+13013F-HR/ATimeline
MAI Capital Management218$14.1K<0.01%+1413F-HRTimeline
Sterling Capital Management LLC204$13.2K<0.01%+12113F-HR/ATimeline
Covestor Ltd202$13K0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC12,936$12.9K0.02%+12,73613F-HR/ATimeline
Wilmington Savings Fund Society, FSB200$12.9K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB200$12.9K<0.01%-5113F-HRTimeline
N.E.W. Advisory Services LLC200$12.9K<0.01%013F-HRTimeline
City State Bank200$12.9K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC165$12.6K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC170$11K<0.01%+3513F-HRTimeline
PRIVATE TRUST CO NA166$10.7K<0.01%+2613F-HRTimeline
GeoWealth Management, LLC166$10.7K<0.01%new13F-HRTimeline
Hopwood Financial Services, Inc.163$10.5K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC159$10.3K<0.01%013F-HRTimeline
Transce3nd, LLC152$10.1K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…153$9.89K<0.01%-2,54613F-HRTimeline
ADIRONDACK TRUST CO150$9.7K<0.01%013F-HRTimeline
Pine Valley Investments Ltd Liability Co147$9.51K<0.01%+3013F-HRTimeline
Arax Advisory Partners143$9.25K<0.01%+5513F-HRTimeline
Fortitude Family Office, LLC130$8.41K<0.01%-30713F-HRTimeline
Physician Wealth Advisors, Inc.107$6.92K<0.01%-713F-HRTimeline
Heritage Wealth Advisors100$6.47K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC100$6.47K<0.01%013F-HRTimeline
Main Street Group, LTD100$6.47K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC100$6.47K<0.01%013F-HRTimeline
True Wealth Design, LLC82$5.3K<0.01%+2313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp80$5.17K<0.01%-10013F-HRTimelineGroup
Brooklyn Investment Group68$4.4K<0.01%+1813F-HR/ATimeline
TD Waterhouse Canada Inc.61$4.15K<0.01%-25013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…64$4.14K<0.01%-4713F-HRTimelineGroup
Avion Wealth73$4K<0.01%+2213F-HR/ATimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC65$4K<0.01%013F-HRTimelineGroup
Quarry LP59$3.82K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.60$3.69K<0.01%013F-HRTimeline
Inlight Wealth Management, LLC52$3.36K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC50$3.23K<0.01%013F-HR/ATimeline
Financial Freedom, LLC50$3.23K<0.01%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC53$3K<0.01%-513F-HRTimelineGroup
Pacifica Partners Inc.44$2.79K<0.01%013F-HRTimeline
NVWM, LLC43$2.78K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust42$2.72K<0.01%+213F-HRTimeline
Anchor Investment Management, LLC41$2.65K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc40$2.59K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC40$2.59K<0.01%+3013F-HRTimelineGroup
Private Wealth Management Group, LLC39$2.52K<0.01%013F-HRTimeline
Gould Capital, LLC38$2.46K<0.01%013F-HRTimeline
Hemington Wealth Management46$2K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC27$1.71K<0.01%-12313F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK24$1.55K<0.01%-613F-HRTimelineGroup
Essential Partners LLC23$1.49K<0.01%13F-HRTimeline
Missouri Trust & Investment Co22$1.42K<0.01%013F-HRTimeline
Fairscale Capital, LLC12$981<0.01%-413F-HRTimeline
Plante Moran Financial Advisors, LLC15$970<0.01%-85413F-HRTimeline
Gen-Wealth Partners Inc15$970<0.01%013F-HRTimeline
Cornerstone Planning Group LLC11$909<0.01%013F-HRTimeline
Hughes Financial Services, LLC13$873<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC13$841<0.01%013F-HRTimeline
CVA Family Office, LLC13$841<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp10$817<0.01%013F-HRTimeline
PayPay Securities Corp11$7110.03%-213F-HRTimeline
JNBA Financial Advisors10$647<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.10$647<0.01%13F-HRTimeline
Sound Income Strategies, LLC10$647<0.01%013F-HRTimeline
CoreCap Advisors, LLC10$647<0.01%-9513F-HRTimeline