Recent Quarter Total Invested
$2.67 B
Recent Quarter Institutional Ownership Percentage
55%
Total Invested of Last Quarter
$917.69 M
Ownership Percentage of Last Quarter
44.69%
Upstart Holdings, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 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% |
| 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% |
| 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 | 11/14/2024 | 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% |
| GTS SECURITIES LLC | 11/13/2024 | 295,700 | $11.83 M | 64.46% | 0.33% |
| LIONTRUST INVESTMENT PARTNERS LLP | 10/16/2024 | 290,000 | $6.84 M | 0.00% | 0.32% |
| CAPTION MANAGEMENT, LLC | 11/14/2024 | 281,500 | $11.26 M | 100.00% | 0.31% |
Upstart Holdings, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of UPST shares?
During the previous two years, 402 institutional investors and hedge funds held shares of Upstart Holdings, Inc.. The most heavily invested institutionals were:
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
GOLDMAN SACHS GROUP INC: 1.71 M
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What percentage of Upstart Holdings, Inc. stock is owned by institutional investors?
55.00% of Upstart Holdings, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at UPST ?
Institutional investors have bought a total of 52.23 M shares in the last 24 months. This purchase volume represents approximately $3.73 B in transactions.