Recent Quarter Total Invested
$917.35 M
Recent Quarter Institutional Ownership Percentage
44.67%
Total Invested of Last Quarter
$999.61 M
Ownership Percentage of Last Quarter
43.04%
Upstart Holdings, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 08/13/2024 | 7.30 M | $172.19 M | 2.39% | 8.39% |
| BLACKROCK INC. | 08/13/2024 | 5.66 M | $133.62 M | 5.97% | 6.51% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 3.29 M | $77.52 M | 21.06% | 3.78% |
| STATE STREET CORP | 08/14/2024 | 2.26 M | $53.39 M | 21.16% | 2.60% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 1.79 M | $42.17 M | 7.21% | 2.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 1.71 M | $40.26 M | -28.03% | 1.96% |
| CITADEL ADVISORS LLC | 08/14/2024 | 1.68 M | $39.65 M | -15.22% | 1.93% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 1.53 M | $36.01 M | 4.64% | 1.75% |
| MORGAN STANLEY | 08/14/2024 | 1.48 M | $34.91 M | -34.41% | 1.70% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 1.41 M | $33.21 M | 68.37% | 1.62% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 08/14/2024 | 1.25 M | $29.47 M | 100.00% | 1.44% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 1.11 M | $26.20 M | 134.69% | 1.28% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 08/14/2024 | 1.08 M | $25.37 M | 5.58% | 1.24% |
| CITADEL ADVISORS LLC | 08/14/2024 | 946,400 | $22.33 M | -44.59% | 1.09% |
| SANDLER CAPITAL MANAGEMENT | 08/14/2024 | 918,000 | $21.66 M | -13.88% | 1.05% |
| D. E. SHAW & CO., INC. | 08/14/2024 | 889,527 | $20.98 M | -56.13% | 1.02% |
| CAPITAL FUND MANAGEMENT S.A. | 08/13/2024 | 875,100 | $20.64 M | 18.00% | 1.01% |
| COATUE MANAGEMENT LLC | 08/14/2024 | 870,947 | $20.55 M | 0.00% | 1.00% |
| BARCLAYS PLC | 08/14/2024 | 774,600 | $18.27 M | 593.46% | 0.89% |
| NORTHERN TRUST CORP | 08/14/2024 | 648,909 | $15.31 M | -2.28% | 0.75% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 610,824 | $14.41 M | 4.84% | 0.70% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 573,400 | $13.53 M | 185.70% | 0.66% |
| JANE STREET GROUP, LLC | 08/15/2024 | 501,240 | $11.82 M | -9.39% | 0.58% |
| CITADEL ADVISORS LLC | 08/14/2024 | 497,207 | $11.73 M | -0.06% | 0.57% |
| FRED ALGER MANAGEMENT, LLC | 08/14/2024 | 492,423 | $11.62 M | -2.98% | 0.57% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 451,200 | $10.64 M | 100.00% | 0.52% |
| D. E. SHAW & CO., INC. | 08/14/2024 | 450,000 | $10.62 M | -69.11% | 0.52% |
| BANK OF MONTREAL /CAN/ | 08/14/2024 | 447,726 | $10.57 M | -14.14% | 0.51% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/09/2024 | 443,101 | $10.45 M | 151.60% | 0.51% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 404,843 | $9.55 M | 985.37% | 0.47% |
| PATHSTONE HOLDINGS, LLC | 08/14/2024 | 395,289 | $9.32 M | -0.12% | 0.45% |
| UBS GROUP AG | 08/14/2024 | 388,585 | $9.17 M | 225.33% | 0.45% |
| WALLEYE TRADING LLC | 08/14/2024 | 385,500 | $9.09 M | -8.45% | 0.44% |
| AZORA CAPITAL LP | 08/14/2024 | 371,308 | $8.76 M | 76.61% | 0.43% |
| FIRST TRUST ADVISORS LP | 08/13/2024 | 371,102 | $8.75 M | -19.10% | 0.43% |
| MARSHALL WACE, LLP | 08/14/2024 | 358,459 | $8.46 M | -21.58% | 0.41% |
| WOLVERINE TRADING, LLC | 08/14/2024 | 345,100 | $8.14 M | 19.33% | 0.40% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 317,400 | $7.49 M | -14.15% | 0.36% |
| WOLVERINE TRADING, LLC | 08/14/2024 | 303,300 | $7.15 M | -0.52% | 0.35% |
| WHITEBOX ADVISORS LLC | 08/14/2024 | 300,000 | $7.08 M | 0.00% | 0.34% |
| NORGES BANK | 08/14/2024 | 296,389 | $6.99 M | 100.00% | 0.34% |
| LIONTRUST INVESTMENT PARTNERS LLP | 07/26/2024 | 290,000 | $6.84 M | 26.09% | 0.33% |
| SQUAREPOINT OPS LLC | 08/14/2024 | 282,900 | $6.67 M | 78.37% | 0.33% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 272,430 | $6.43 M | 15.33% | 0.31% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 262,396 | $6.19 M | 100.00% | 0.30% |
| GTS SECURITIES LLC | 08/14/2024 | 260,500 | $6.15 M | -14.56% | 0.30% |
| KODAI CAPITAL MANAGEMENT LP | 08/14/2024 | 255,039 | $6.02 M | 100.00% | 0.29% |
| CAPITAL FUND MANAGEMENT S.A. | 08/13/2024 | 241,029 | $5.69 M | 73.21% | 0.28% |
| BALYASNY ASSET MANAGEMENT L.P. | 08/14/2024 | 224,000 | $5.28 M | 2,257.89% | 0.26% |
| SEVEN EIGHT CAPITAL, LP | 08/12/2024 | 223,608 | $5.27 M | 18.07% | 0.26% |
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, 358 institutional investors and hedge funds held shares of Upstart Holdings, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 7.3 M
BlackRock Inc.: 5.66 M
STATE STREET CORP: 2.26 M
GEODE CAPITAL MANAGEMENT, LLC: 1.79 M
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 1.53 M
MORGAN STANLEY: 1.48 M
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What percentage of Upstart Holdings, Inc. stock is owned by institutional investors?
44.67% 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 44.18 M shares in the last 24 months. This purchase volume represents approximately $1.77 B in transactions.