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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
Sawyer & Company, Inc17$602<0.01%013F-HR/ATimeline
Bare Financial Services, Inc9$582<0.01%new13F-HRTimeline
Asset Dedication, LLC8$518<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.7$453<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC5$341<0.01%-4213F-HRTimeline
Addison Advisors LLC4$259<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc4$259<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.3$195<0.01%013F-HRTimeline
WPG Advisers, LLC2$129<0.01%013F-HRTimeline
Activest Wealth Management1$65<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1$43<0.01%13F-HRTimeline
West Oak Capital, LLC25$16<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.
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.