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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
VANGUARD GROUP INCgroup of 2 filers holding7,798,978$480M+369,771Timeline
BlackRock, Inc.in group BlackRock, Inc.6,311,589$389M0.01%+524,89613F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding3,632,070$224M+1,441,666Timeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.3,287,759$202M0.22%+973,50213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,632,809$162M0.01%+1,204,66013F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,413,354$149M0.03%+706,72213F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP2,031,504$125M<0.01%-233,86713F-HRTimelineGroup
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC1,915,121$118M0.56%+668,28213F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,846,438$114M0.01%+29,66413F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,573,211$96.9M0.07%new13F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC1,379,900$85M0.13%+308,20013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding1,167,424$72M-7,900Timeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP1,061,512$65.4M0.08%+796,25213F-HRTimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC1,026,860$63.2M0.22%-315,85013F-HRTimeline
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT…in group SUMMIT PARTNERS PUBLIC ASSET …983,000$60.5M2.03%+523,00013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/960,754$59.2M0.01%+20,23613F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP782,557$48.2M0.01%+109,16413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO723,306$44.5M<0.01%+164,10713F-HRTimelineGroup
FULLER & THALER ASSET MANAGEMENT, INC.709,705$43.7M0.17%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.709,684$43.7M0.01%+637,70613F-HRTimelineGroup
Driehaus Capital Management LLC708,450$43.6M0.36%+250,22313F-HRTimeline
UBS Group AGgroup of 2 filers holding707,774$43.6M+128,095Timeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co657,118$40.5M0.01%+14,24213F-HRTimelineGroup
Qube Research & Technologies Ltd605,022$37.3M0.06%+293,74513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding602,289$37.1M-1,309,260Timeline
Trexquant Investment LP596,389$36.7M0.43%+180,20413F-HRTimeline
Man Group plcin group Man Group plc592,243$36.5M0.11%new13F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC458,965$28.3M0.07%new13F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…455,168$28M0.13%-270,41413F-HRTimeline
Nuveen Asset Management, LLCin group TIAA440,294$27.1M0.01%-26,44213F-HRTimelineGroup
NORGES BANK408,612$25.2M<0.01%+156,52713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC396,096$24.9M0.11%-31213F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC399,625$24.6M0.01%-810,09813F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC356,640$22M0.02%+249,79613F-HRTimelineGroup
COATUE MANAGEMENT LLCin group COATUE MANAGEMENT LLC349,060$21.5M0.07%-521,88713F-HRTimelineGroup
Engineers Gate Manager LP280,009$17.2M0.3%+128,07013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC279,027$17.2M0.03%+166,34413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp274,482$16.9M<0.01%+58,88713F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…262,000$16.1M0.03%new13F-HRTimeline
Azora Capital LP221,480$13.6M0.61%-108,27513F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC218,307$13.4M0.01%-190,19813F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC190,293$11.9M0.01%+180,99613F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC167,037$10.3M0.22%+147,60813F-HRTimelineGroup
Hidden Lake Asset Management LP161,830$9.96M6.8%+83,57013F-HRTimeline
Swiss National Bank149,700$9.22M0.01%+3,80013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC140,705$8.66M0.07%-192,75813F-HRTimelineGroup
IMC-Chicago, LLC137,242$8.45M0.23%+120,24313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/135,709$8.36M0.01%+130,72613F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP133,282$8.21M0.01%-67,82113F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA123,191$7.58M0.01%new13F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC121,740$7.5M<0.01%13F-HR/ATimelineGroup
RHUMBLINE ADVISERS112,147$6.9M0.01%+3,92213F-HR/ATimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …112,065$6.9M0.01%13F-HRTimelineGroup
Verition Fund Management LLC105,614$6.5M0.03%-26,82813F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD93,126$5.73M0.03%new13F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.90,910$5.6M<0.01%-12,51713F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.89,018$5.48M0.05%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\87,590$5.39M<0.01%+91613F-HR/ATimelineGroup
Informed Momentum Co LLC85,556$5.27M0.75%new13F-HRTimeline
LPL Financial LLC83,719$5.15M<0.01%+23,32413F-HRTimeline
Quantinno Capital Management LP78,023$4.8M0.05%-92113F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc77,620$4.78M<0.01%+61513F-HRTimelineGroup
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…75,000$4.62M0.01%013F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…71,330$4.39M0.01%+50313F-HR/ATimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…69,057$4.25M0.11%-11,51013F-HRTimelineGroup
ExodusPoint Capital Management, LP65,992$4.06M0.04%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC64,277$3.96M<0.01%+48,42713F-HRTimelineGroup
Liontrust Investment Partners LLP63,566$3.91M0.06%-226,43413F-HRTimeline
Hillsdale Investment Management Inc.62,600$3.85M0.19%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN60,768$3.74M<0.01%+12,76213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC59,211$3.65M<0.01%+4,82613F-HRTimelineGroup
ARISTEIA CAPITAL, L.L.C.56,700$3.49M0.13%new13F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/56,356$3.47M<0.01%+8,15513F-HRTimeline
Tyler-Stone Wealth Management54,834$3.38M0.6%-70013F-HRTimeline
Hel Ved Capital Management Ltd51,940$3.2M0.98%new13F-HRTimeline
TWINBEECH CAPITAL LP51,425$3.17M0.05%-108,92313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC51,042$3.14M<0.01%+12,15413F-HRTimelineGroup
ALGERT GLOBAL LLC50,606$3.12M0.07%+31,59613F-HR/ATimeline
TUDOR INVESTMENT CORP ET AL49,565$3.05M0.03%new13F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…47,161$2.9M0.02%+2,44813F-HRTimelineGroup
Schonfeld Strategic Advisors LLC45,725$2.82M0.02%+33,46513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC43,579$2.68M<0.01%+3,09313F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC43,395$2.67M0.03%+19,92713F-HRTimeline
Manchester Capital Management LLC43,392$2.67M0.31%-29913F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …43,247$2.66M<0.01%-65413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC41,986$2.58M0.01%-1,92613F-HRTimeline
Composition Wealth, LLC40,440$2.49M0.05%013F-HRTimeline
Cambridge Investment Research Advisors,…39,455$2.43M0.01%-18,33613F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.39,041$2.4M0.01%-2,14613F-HRTimelineGroup
BAILARD, INC.38,759$2.39M0.06%+21213F-HRTimeline
Coastal Bridge Advisors, LLC35,588$2.19M0.55%-10013F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding35,324$2.17M-61,519Timeline
Legacy Capital Group California, Inc.33,704$2.08M0.63%-47613F-HRTimeline
Union Bancaire Privee, UBP SA32,842$2.06M0.04%13F-HR/ATimeline
Cubist Systematic Strategies, LLC32,842$2.02M0.03%-353,13913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC32,700$2.01M<0.01%-494,24913F-HRTimelineGroup
Quantbot Technologies LP32,453$2M0.07%-65,70513F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson32,396$1.99M<0.01%+6,34313F-HRTimelineGroup
LOS ANGELES CAPITAL MANAGEMENT LLC31,298$1.93M0.01%+22,94613F-HRTimeline
TCI Wealth Advisors, Inc.31,195$1.92M0.16%-13,56113F-HRTimeline
Ensign Peak Advisors, Inc31,100$1.91M<0.01%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.30,173$1.86M0.02%new13F-HR/ATimelineGroup
Maxi Investments CY Ltd29,600$1.82M0.35%+5,20013F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…29,552$1.82M0.01%-16,41713F-HRTimelineGroup
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD27,986$1.72M0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP27,113$1.67M<0.01%+4,56713F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT26,742$1.65M0.02%new13F-HRTimeline
JACOBS LEVY EQUITY MANAGEMENT, INC26,417$1.63M0.01%-20,90113F-HRTimeline
WOLVERINE TRADING, LLC24,545$1.55M0.03%-44,12213F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND24,522$1.51M<0.01%-1,50413F-HR/ATimeline
Gryphon Financial Partners LLC24,504$1.51M0.22%-49613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV24,399$1.5M<0.01%-2,98913F-HRTimeline
CTC LLC24,151$1.49M0.15%new13F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …24,030$1.48M0.02%+3,37913F-HRTimelineGroup
Voleon Capital Management LP23,706$1.46M0.11%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,619$1.45M<0.01%-1,24613F-HR/ATimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC23,067$1.42M<0.01%-1,86813F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC22,440$1.38M<0.01%+2013F-HRTimelineGroup
ProShare Advisors LLC22,114$1.36M<0.01%+7,55713F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM22,061$1.36M0.01%+55213F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…21,775$1.34M0.14%+4,61313F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO21,694$1.34M<0.01%+11,98213F-HRTimelineGroup
WMG Financial Advisors, LLC21,212$1.31M0.56%-22,89513F-HRTimeline
SVB WEALTH LLC21,210$1.31M0.02%new13F-HRTimeline
COMERICA BANK21,196$1.31M0.01%+19,04613F-HR/ATimeline
Natixis Investment Managersgroup of 2 filers holding20,703$1.27M+4,345Timeline
STATE BOARD OF ADMINISTRATION OF FLORID…20,496$1.26M<0.01%-8013F-HRTimeline
Twin Tree Management, LP20,304$1.25M0.03%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA19,999$1.23M<0.01%-5,02513F-HRTimelineGroup
Bayesian Capital Management, LP19,900$1.23M0.15%new13F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…19,693$1.21M<0.01%+3,20913F-HRTimeline
Handelsbanken Fonder AB19,400$1.19M<0.01%+4,50013F-HRTimeline
Headlands Technologies LLC19,250$1.19M0.12%-63,22213F-HRTimeline
Atria Wealth Solutions, Inc.19,009$1.17M0.01%+12,37813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/18,072$1.11M<0.01%-355,65113F-HRTimelineGroup
Gemmer Asset Management LLC18,015$1.11M0.11%-44613F-HRTimeline
SHELTON CAPITAL MANAGEMENT18,000$1.11M0.03%-2,00013F-HRTimeline
Creative Planningin group Creative Planning17,932$1.1M<0.01%-5,20613F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP17,067$1.05M<0.01%-8,18813F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC16,978$1.05M0.02%+1,54713F-HRTimelineGroup
Police & Firemen's Retirement System of…16,912$1.04M0.01%13F-HRTimeline
Dynamic Technology Lab Private Ltd16,640$1.02M0.16%new13F-HRTimeline
SBI Securities Co., Ltd.16,482$1.01M0.03%13F-HRTimeline
Zweig-DiMenna Associates LLC16,319$1M0.08%013F-HRTimeline
Aigen Investment Management, LP16,234$1000K0.18%new13F-HRTimeline
KLP KAPITALFORVALTNING AS15,900$979K<0.01%13F-HRTimeline
SteelPeak Wealth, LLC15,637$963K0.04%-5,06413F-HRTimeline
Fieldview Capital Management, LLC15,425$950K0.15%13F-HRTimeline
Kercheville Advisors, LLC15,050$927K0.36%+5,00013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.15,000$924K0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.14,979$922K0.03%-9313F-HRTimeline
Janney Montgomery Scott LLC14,725$907K<0.01%+3213F-HRTimeline
Cetera Investment Advisers14,550$896K<0.01%-5,04013F-HRTimeline
Bristlecone Advisors, LLC14,520$894K0.07%+8,06613F-HRTimeline
Caption Management, LLC14,500$893K0.04%new13F-HRTimeline
Compound Planning, Inc.12,333$759K0.04%-46,41013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.11,721$722K0.03%+1,30313F-HRTimeline
Left Brain Wealth Management, LLC11,670$719K0.27%new13F-HRTimeline
Capital Advantage, Inc.11,625$716K0.13%-107,49613F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC11,602$714K0.02%-9,26813F-HRTimelineGroup
PIAR LLC11,475$707K0.7%13F-HRTimeline
Private Advisor Group, LLC11,332$698K<0.01%-4,41613F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD11,301$696K<0.01%+5,34013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC11,251$693K<0.01%-9,29413F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC10,803$665K<0.01%+4,68813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\10,704$659K<0.01%+1,67213F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd10,454$644K0.05%-22313F-HRTimelineGroup
Versor Investments LP10,400$640K0.11%new13F-HRTimeline
Counterpoint Mutual Funds LLC10,339$637K0.08%new13F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…10,326$636K<0.01%+1,74913F-HRTimelineGroup
Crestline Management, L.P.10,004$616K0.02%+36413F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC9,770$602K<0.01%+1013F-HRTimeline
Prime Capital Investment Advisors, LLC9,563$589K0.01%+18913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,187$566K<0.01%+1,92413F-HRTimelineGroup
JENNISON ASSOCIATES LLC9,099$560K<0.01%new13F-HRTimeline
NFSG Corp8,662$533K0.14%+14313F-HRTimeline
OXFORD ASSET MANAGEMENT LLP8,412$518K0.24%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
STRS OHIO8,300$511K<0.01%+6,90013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…8,215$506K0.02%+63313F-HRTimelineGroup
Neo Ivy Capital Management8,019$493K0.1%new13F-HRTimeline
Marex Group Ltdin group Marex Group Ltd7,994$492K0.01%-2,75213F-HRTimelineGroup
Strategic Family Wealth Counselors, L.L…7,992$492K0.16%013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC7,950$489K<0.01%new13F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC7,895$486K0.03%new13F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.7,526$463K<0.01%new13F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC7,386$455K<0.01%-41313F-HRTimelineGroup
CIBC WORLD MARKETS CORP7,348$452K<0.01%new13F-HRTimeline
IEQ CAPITAL, LLC7,213$444K<0.01%+70713F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC7,197$443K0.05%-26313F-HRTimelineGroup
Intellectus Partners, LLC7,050$434K0.1%-65013F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…6,965$429K0.18%-20513F-HRTimelineGroup
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding6,807$427K-254Timeline
SHERBROOKE PARK ADVISERS LLC6,701$413K0.13%new13F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC6,685$412K<0.01%-47213F-HRTimelineGroup
FMR LLCin group FMR LLC6,263$386K<0.01%-47213F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.6,083$375K<0.01%-22113F-HRTimeline
Mandatum Life Insurance Co Ltd6,050$372K0.11%new13F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…6,007$370K0.17%-1,00013F-HRTimeline
Bayforest Capital Ltd5,963$367K0.46%13F-HRTimeline
Sequoia Financial Advisors, LLC5,939$366K<0.01%+6413F-HR/ATimeline