Upstart Holdings, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 7.42 M | $297.03 M | 1.71% | 8.24% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 5.79 M | $231.53 M | 100.00% | 6.42% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 3.41 M | $136.46 M | 3.79% | 3.78% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 2.31 M | $92.59 M | 160.17% | 2.57% |
| STATE STREET CORP | 11/14/2024 | 2.27 M | $90.64 M | 0.09% | 2.51% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 2.05 M | $82.18 M | 20.36% | 2.28% |
| JANE STREET GROUP, LLC | 11/15/2024 | 1.96 M | $78.25 M | 100.00% | 2.17% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 1.91 M | $76.48 M | 25.21% | 2.12% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 1.82 M | $72.70 M | 1.65% | 2.02% |
| CITADEL ADVISORS LLC | 11/14/2024 | 1.73 M | $69.22 M | 2.91% | 1.92% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 1.71 M | $68.28 M | 21.22% | 1.89% |
| CITADEL ADVISORS LLC | 11/14/2024 | 1.63 M | $65.09 M | 71.89% | 1.81% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 1.60 M | $64.07 M | 295.56% | 1.78% |
| MORGAN STANLEY | 11/14/2024 | 1.43 M | $57.14 M | -3.49% | 1.58% |
| JANE STREET GROUP, LLC | 11/15/2024 | 1.38 M | $55.40 M | 100.00% | 1.54% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2024 | 1.34 M | $53.72 M | 24.86% | 1.49% |
| FRED ALGER MANAGEMENT, LLC | 11/14/2024 | 1.25 M | $49.89 M | 153.20% | 1.38% |
| BARCLAYS PLC | 11/19/2024 | 1.21 M | $48.40 M | 707.51% | 1.34% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2024 | 1.16 M | $46.45 M | -7.08% | 1.29% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 1.08 M | $43.03 M | 139.02% | 1.19% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 1.07 M | $42.88 M | 100.00% | 1.19% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 940,518 | $37.63 M | -15.32% | 1.04% |
| COATUE MANAGEMENT LLC | 11/14/2024 | 870,947 | $34.85 M | 0.00% | 0.97% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 744,300 | $29.78 M | 100.00% | 0.83% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/08/2024 | 725,582 | $29.03 M | 63.75% | 0.81% |
| WOLVERINE TRADING, LLC | 11/14/2024 | 698,500 | $28.53 M | 102.41% | 0.78% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 642,876 | $25.72 M | 5.25% | 0.71% |
| BARCLAYS PLC | 11/19/2024 | 601,700 | $24.07 M | -22.32% | 0.67% |
| WALLEYE TRADING LLC | 11/14/2024 | 597,600 | $23.91 M | 55.02% | 0.66% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 589,000 | $23.57 M | 689.54% | 0.65% |
| JPMORGAN CHASE & CO | 11/08/2024 | 559,199 | $22.37 M | 409.86% | 0.62% |
| CITADEL ADVISORS LLC | 11/14/2024 | 526,949 | $21.08 M | 5.98% | 0.58% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 509,000 | $20.37 M | 12.81% | 0.56% |
| UBS GROUP AG | 11/14/2024 | 469,264 | $18.78 M | 20.76% | 0.52% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 466,736 | $18.67 M | 119.12% | 0.52% |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 11/14/2024 | 460,000 | $18.40 M | 100.00% | 0.51% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 11/14/2024 | 458,227 | $18.33 M | 100.00% | 0.51% |
| TREXQUANT INVESTMENT LP | 11/12/2024 | 416,185 | $16.65 M | 100.00% | 0.46% |
| WOLVERINE TRADING, LLC | 11/14/2024 | 411,600 | $16.81 M | 35.71% | 0.46% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 408,505 | $16.34 M | 55.68% | 0.45% |
| BARCLAYS PLC | 11/19/2024 | 407,900 | $16.32 M | 100.00% | 0.45% |
| PATHSTONE HOLDINGS, LLC | 11/07/2024 | 396,408 | $15.86 M | 0.28% | 0.44% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 11/14/2024 | 385,981 | $15.44 M | 100.00% | 0.43% |
| BANK OF MONTREAL /CAN/ | 11/13/2024 | 373,723 | $15.27 M | -16.53% | 0.41% |
| CAPITAL FUND MANAGEMENT S.A. | 11/13/2024 | 365,900 | $14.64 M | -58.19% | 0.41% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 351,500 | $14.06 M | 10.74% | 0.39% |
| TOROSO INVESTMENTS, LLC | 11/25/2024 | 333,463 | $13.34 M | 1,413.75% | 0.37% |
| AZORA CAPITAL LP | 11/14/2024 | 329,755 | $13.19 M | -11.19% | 0.37% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 311,277 | $12.45 M | 100.00% | 0.35% |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 11/14/2024 | 300,000 | $12.00 M | 100.00% | 0.33% |
Upstart Holdings, Inc.institutional Ownership - FAQ's
During the previous two years, 409 institutional investors and hedge funds held shares of Upstart Holdings, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 7.42 M
BlackRock Funding, Inc. /DE: 5.79 M
D. E. Shaw & Co., Inc.: 2.31 M
STATE STREET CORP: 2.27 M
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 1.91 M
GEODE CAPITAL MANAGEMENT, LLC: 1.82 M
55.00% of Upstart Holdings, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 59.81 M shares in the last 24 months. This purchase volume represents approximately $4.10 B in transactions.