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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
VANGUARD GROUP INCgroup of 2 filers holding8,020,586$369M+221,608Timeline
BlackRock, Inc.in group BlackRock, Inc.6,510,168$300M0.01%+198,57913F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding2,973,386$137M-658,684Timeline
STATE STREET CORPin group STATE STREET CORP2,008,749$92.5M<0.01%-22,75513F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,935,534$89.1M0.01%+89,09613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,829,422$84.2M0.02%-583,93213F-HR/ATimelineGroup
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC1,764,136$81.2M0.46%-150,98513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,587,727$73.1M0.01%-1,045,08213F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,566,516$72.1M0.06%-6,69513F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC1,441,600$66.4M0.1%+61,70013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,270,352$58.5M0.01%+560,66813F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.1,223,923$56.3M0.07%-2,063,83613F-HRTimelineGroup
Driehaus Capital Management LLC1,215,237$55.9M0.54%+506,78713F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding1,227,104$55.9M+59,680Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,198,187$55.2M<0.01%+237,43313F-HRTimelineGroup
Qube Research & Technologies Ltd1,178,408$54.2M0.08%+573,38613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding1,057,798$48.7M+455,509Timeline
NORGES BANK986,037$45.4M0.01%+577,42513F-HR/ATimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC952,701$43.9M0.16%-74,15913F-HRTimeline
UBS Group AGgroup of 2 filers holding930,942$42.9M+223,168Timeline
FULLER & THALER ASSET MANAGEMENT, INC.907,581$41.8M0.16%+197,87613F-HRTimeline
Man Group plcin group Man Group plc905,197$41.7M0.12%+312,95413F-HRTimelineGroup
COATUE MANAGEMENT LLCin group COATUE MANAGEMENT LLC870,947$40.1M0.18%+521,88713F-HRTimelineGroup
CAPITAL FUND MANAGEMENT S.A.854,152$39.3M0.5%+765,13413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP774,806$35.7M0.01%-7,75113F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC731,951$33.7M0.02%+332,32613F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO679,055$31.3M<0.01%-44,25113F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…677,049$31.2M0.14%+221,88113F-HRTimeline
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT…in group SUMMIT PARTNERS PUBLIC ASSET …671,000$30.9M1.48%-312,00013F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co657,855$30.3M0.01%+73713F-HR/ATimelineGroup
Trexquant Investment LP476,646$21.9M0.26%-119,74313F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC426,077$19.6M0.05%-32,88813F-HR/ATimelineGroup
Nuveen, LLCin group TIAA414,893$19.1M0.01%13F-HRTimelineGroup
KADENSA CAPITAL Ltd412,171$19M2.35%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC387,368$17.8M0.08%-8,72813F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC351,101$16.2M0.01%-5,53913F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC262,327$12.1M0.18%+95,29013F-HR/ATimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…262,000$12.1M0.03%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp241,211$11.1M<0.01%-33,27113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC234,794$10.8M0.01%+202,09413F-HRTimelineGroup
Verition Fund Management LLC226,883$10.4M0.06%+121,26913F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC217,631$10M0.08%+76,92613F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC204,678$9.37M0.01%+14,38513F-HRTimelineGroup
Aquatic Capital Management LLC186,885$8.6M0.22%new13F-HRTimeline
Sepio Capital, LP180,300$8.3M0.66%new13F-HRTimeline
Quantbot Technologies LP180,035$8.29M0.26%+147,58213F-HRTimeline
Twin Tree Management, LP175,857$8.09M0.18%+155,55313F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD172,600$7.94M0.01%new13F-HRTimeline
Liontrust Investment Partners LLP161,402$7.43M0.12%+97,83613F-HRTimeline
Swiss National Bank159,100$7.32M0.01%+9,40013F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …147,135$6.77M0.01%+35,07013F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP141,161$6.5M0.01%+7,87913F-HRTimelineGroup
Engineers Gate Manager LP136,866$6.3M0.11%-143,14313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC130,830$6.02M0.01%-148,19713F-HR/ATimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC128,840$5.93M0.01%-89,46713F-HRTimelineGroup
Schonfeld Strategic Advisors LLC127,647$5.88M0.04%+81,92213F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC121,701$5.6M0.07%+110,09913F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC118,687$5.46M<0.01%+112,00213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC118,678$5.46M<0.01%-3,06213F-HRTimelineGroup
RHUMBLINE ADVISERS117,307$5.4M0.01%+5,16013F-HR/ATimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA110,031$5.06M0.01%-13,16013F-HR/ATimelineGroup
Parallax Volatility Advisers, L.P.99,398$4.58M0.15%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC96,706$4.45M<0.01%+45,66413F-HRTimelineGroup
ExodusPoint Capital Management, LP96,080$4.42M0.06%+30,08813F-HRTimeline
GROUP ONE TRADING LLC94,690$4.36M0.18%new13F-HRTimeline
LPL Financial LLC93,630$4.31M<0.01%+9,91113F-HRTimeline
ALLIANCEBERNSTEIN L.P.90,910$4.18M<0.01%013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc82,085$3.78M<0.01%+4,46513F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD76,649$3.53M<0.01%new13F-HR/ATimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…76,036$3.5M<0.01%+4,70613F-HRTimeline
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…75,000$3.45M0.01%013F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC74,134$3.41M0.04%+30,73913F-HRTimeline
Edgestream Partners, L.P.74,077$3.41M0.12%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\73,816$3.4M<0.01%-13,77413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN73,451$3.38M<0.01%+12,68313F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…70,117$3.23M0.29%+48,34213F-HRTimelineGroup
Hillsdale Investment Management Inc.68,300$3.14M0.16%+5,70013F-HRTimeline
Quantinno Capital Management LP66,524$3.06M0.02%-11,49913F-HRTimeline
Royal Fund Management, LLC65,340$3.01M0.36%new13F-HRTimeline
TUDOR INVESTMENT CORP ET AL63,294$2.91M0.03%+13,72913F-HRTimeline
Global IMC LLC61,551$2.83M0.77%new13F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/60,528$2.79M<0.01%+4,17213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC59,129$2.72M<0.01%-5,14813F-HRTimelineGroup
ALGERT GLOBAL LLC57,184$2.63M0.07%+6,57813F-HR/ATimeline
Tyler-Stone Wealth Management54,834$2.52M0.45%013F-HRTimeline
Informed Momentum Co LLC52,053$2.4M0.41%-33,50313F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.49,684$2.29M0.35%+44,50813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC49,670$2.29M<0.01%-9,54113F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …47,830$2.2M<0.01%+4,58313F-HRTimelineGroup
HRT FINANCIAL LP47,724$2.2M0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC47,553$2.19M<0.01%+3,97413F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…46,452$2.14M0.01%-70913F-HRTimelineGroup
Manchester Capital Management LLC43,392$2M0.25%013F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…43,133$1.99M0.06%-25,92413F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.42,415$1.95M0.03%+12,24213F-HRTimelineGroup
Main Management ETF Advisors, LLCin group Main Management ETF Advisors,…41,097$1.89M0.09%new13F-HRTimelineGroup
Walleye Capital LLCin group Walleye Capital LLC40,686$1.87M0.02%+5,36213F-HRTimelineGroup
Composition Wealth, LLC40,440$1.86M0.04%013F-HRTimeline
SCS Capital Management LLC40,000$1.84M0.02%new13F-HR/ATimeline
LOS ANGELES CAPITAL MANAGEMENT LLC39,439$1.82M0.01%+8,14113F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.39,207$1.8M0.01%+16613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC39,042$1.8M0.01%-2,94413F-HRTimeline
ZACKS INVESTMENT MANAGEMENT38,948$1.79M0.02%+12,20613F-HRTimeline
BAILARD, INC.38,759$1.78M0.05%013F-HRTimeline
Coastal Bridge Advisors, LLC38,388$1.77M0.16%+2,80013F-HR/ATimeline
Bayesian Capital Management, LP38,100$1.75M0.29%+18,20013F-HRTimeline
TCI Wealth Advisors, Inc.37,590$1.73M0.14%+6,39513F-HRTimeline
Ensign Peak Advisors, Inc37,536$1.73M<0.01%+6,43613F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson36,427$1.72M<0.01%+4,03113F-HRTimelineGroup
Simplicity Wealth,LLC37,197$1.71M0.13%new13F-HRTimeline
Guided Capital Wealth Management, LLC35,828$1.65M1.38%new13F-HRTimeline
SG Americas Securities, LLC35,604$1.64M0.01%new13F-HRTimeline
Scientech Research LLC34,958$1.61M0.43%new13F-HRTimeline
WOLVERINE TRADING, LLC32,517$1.54M0.05%+7,97213F-HRTimeline
PEAK6 LLCin group PEAK6 LLC32,850$1.51M0.06%new13F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP32,297$1.49M<0.01%+15,23013F-HRTimelineGroup
Cubist Systematic Strategies, LLC31,824$1.46M0.02%-1,01813F-HRTimeline
Creative Planningin group Creative Planning31,248$1.44M<0.01%+13,31613F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers30,649$1.41M<0.01%+9,94613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC30,609$1.41M<0.01%+8,16913F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.28,911$1.33M<0.01%new13F-HR/ATimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…28,659$1.32M0.01%-89313F-HRTimelineGroup
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD28,399$1.31M0.01%+41313F-HRTimelineGroup
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A28,367$1.31M<0.01%+23,64113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.28,101$1.29M<0.01%+4,48213F-HRTimelineGroup
SBI Securities Co., Ltd.27,871$1.28M0.04%+11,38913F-HRTimeline
IMC-Chicago, LLC27,847$1.28M0.05%-109,39513F-HRTimeline
Hidden Lake Asset Management LP27,062$1.25M1.23%-134,76813F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO26,013$1.2M<0.01%+4,31913F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV25,661$1.18M<0.01%+1,26213F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND25,526$1.17M<0.01%+1,00413F-HR/ATimeline
CTC LLC25,381$1.17M0.19%+1,23013F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…25,214$1.16M0.54%new13F-HRTimelineGroup
Maxi Investments CY Ltd24,400$1.12M0.22%-5,20013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …24,352$1.12M0.01%+32213F-HRTimelineGroup
ARIZONA STATE RETIREMENT SYSTEM23,530$1.08M0.01%+1,46913F-HRTimeline
JACOBS LEVY EQUITY MANAGEMENT, INC23,230$1.07M<0.01%-3,18713F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…21,825$1M<0.01%+2,13213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…21,404$985K<0.01%new13F-HRTimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…21,376$984K<0.01%+88013F-HRTimeline
SVB WEALTH LLC21,224$977K0.04%+1413F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC21,153$974K<0.01%-1,91413F-HR/ATimelineGroup
OCCUDO QUANTITATIVE STRATEGIES LP19,698$932K0.12%new13F-HRTimeline
Cambridge Investment Research Advisors,…19,848$914K<0.01%-19,60713F-HRTimeline
COMERICA BANK19,788$911K<0.01%-1,40813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,762$910K<0.01%-7,35113F-HRTimelineGroup
Gryphon Financial Partners LLC19,721$908K0.13%-4,78313F-HRTimeline
WMG Financial Advisors, LLC19,162$882K0.38%-2,05013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA19,101$880K<0.01%-89813F-HR/ATimelineGroup
Handelsbanken Fonder AB19,100$879K<0.01%-30013F-HRTimeline
Jackson Creek Investment Advisors LLC19,049$877K0.28%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC18,511$852K0.02%+1,53313F-HRTimelineGroup
Kera Capital Partners, Inc.18,371$846K0.25%new13F-HRTimeline
KLP KAPITALFORVALTNING AS18,200$838K<0.01%+2,30013F-HRTimeline
Gemmer Asset Management LLC18,156$836K0.08%+14113F-HRTimeline
Headlands Technologies LLC18,148$835K0.1%-1,10213F-HRTimeline
SHELTON CAPITAL MANAGEMENT18,000$829K0.02%013F-HRTimeline
CIBC WORLD MARKETS CORP17,758$817K0.01%+10,41013F-HRTimeline
Police & Firemen's Retirement System of…17,449$803K0.01%+53713F-HRTimeline
ProShare Advisors LLC17,326$798K<0.01%-4,78813F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al16,800$773K0.01%13F-HRTimeline
Counterpoint Mutual Funds LLC15,557$716K0.1%+5,21813F-HRTimeline
Capital Advantage, Inc.11,625$716K0.13%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC15,238$701K0.04%+7,34313F-HRTimelineGroup
Kercheville Advisors, LLC15,000$690K0.28%-5013F-HRTimeline
GSA CAPITAL PARTNERS LLP14,927$687K0.06%new13F-HRTimeline
Janney Montgomery Scott LLC14,625$673K<0.01%-10013F-HRTimeline
Bristlecone Advisors, LLC14,520$668K0.05%013F-HRTimeline
Private Advisor Group, LLC14,318$659K<0.01%+2,98613F-HRTimeline
Cetera Investment Advisers14,147$651K<0.01%-40313F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.14,000$644K0.01%-1,00013F-HRTimelineGroup
Blueshift Asset Management, LLC13,814$636K0.25%+10,42513F-HRTimeline
HARBOUR INVESTMENTS, INC.13,622$627K0.02%-1,35713F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD13,546$624K<0.01%+2,24513F-HRTimeline
Caption Management, LLC13,000$598K0.03%-1,50013F-HRTimeline
Advisors Asset Management, Inc.12,980$597K0.01%+11,46013F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,712$585K<0.01%+8,09813F-HRTimeline
Compound Planning, Inc.12,707$585K0.03%+37413F-HRTimeline
IEQ CAPITAL, LLC12,654$582K<0.01%+5,44113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,630$581K0.05%+7,07613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/12,234$563K<0.01%-5,83813F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS11,947$550K<0.01%new13F-HRTimeline
Fairbanks Capital Management, Inc.11,800$543K0.35%new13F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…11,668$537K<0.01%+1,34213F-HRTimelineGroup
Prime Capital Investment Advisors, LLC11,494$529K0.01%+1,93113F-HRTimeline
JENNISON ASSOCIATES LLC11,177$514K<0.01%+2,07813F-HRTimeline
Centiva Capital, LP11,122$512K0.03%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC10,745$495K<0.01%-50613F-HRTimeline
Altshuler Shaham Ltd10,500$483K0.01%new13F-HRTimeline
PIAR LLC10,425$480K0.53%-1,05013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC9,811$452K<0.01%+4113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,567$440K<0.01%-1,13713F-HRTimelineGroup
Point72 Hong Kong Ltd9,304$428K0.03%new13F-HRTimeline
Bayforest Capital Ltd9,081$418K0.18%+3,11813F-HR/ATimeline
Aigen Investment Management, LP9,069$417K0.07%-7,16513F-HRTimeline
Nebula Research & Development LLC8,940$412K0.04%+5,68113F-HRTimeline
NFSG Corp8,619$397K0.1%-4313F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC8,479$390K0.04%+3,63113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,234$379K<0.01%-95313F-HRTimelineGroup
Left Brain Wealth Management, LLC8,170$376K0.16%-3,50013F-HRTimeline