Who Owns UPST?
Upstart Holdings, Inc. — Institutional Ownership & 13F Holdings
$31.40
+0.92 (+3.00%)
Market Cap
$3.3B
Shares Outstanding
98,061,300
Institutional Holders
383
Total Inst. Value
$10.4B
% of Float Held
69.6%
QoQ Holder Change
+187
Institutional data as of Q1 2025
New Positions
89
Closed Positions
55
Increased
150
Decreased
95
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | CANADA PENSION PLAN INVESTMENT BOARDNew | $7.9B | 172,600 |
| 2 | VANGUARD GROUP INC | $368.9M | 8,014,656 |
| 3 | BlackRock, Inc. | $299.7M | 6,510,168 |
| 4 | STATE STREET CORP | $92.5M | 2,008,749 |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $89.1M | 1,935,534 |
| 6 | GOLDMAN SACHS GROUP INC | $87.7M | 1,904,422 |
| 7 | Bank Julius Baer & Co. Ltd, Zurich | $81.5M | 1,567 |
| 8 | FRED ALGER MANAGEMENT, LLC | $81.2M | 1,764,136 |
| 9 | MORGAN STANLEY | $73.1M | 1,587,727 |
| 10 | BNP PARIBAS FINANCIAL MARKETS | $72.1M | 1,566,516 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| CANADA PENSION PLAN INVESTMENT BOARDNew | +173K | $7.9B |
| VANGUARD GROUP INC | +221K | $368.9M |
| BlackRock, Inc. | +199K | $299.7M |
| GEODE CAPITAL MANAGEMENT, LLC | +89K | $89.1M |
| RENAISSANCE TECHNOLOGIES LLC | +62K | $66.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| D. E. Shaw & Co., Inc. | -2.1M | $56.3M |
| MORGAN STANLEY | -1.0M | $73.1M |
| GOLDMAN SACHS GROUP INC | -509K | $87.7M |
| TWO SIGMA INVESTMENTS, LP | -424K | $69K |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | -312K | $30.9M |
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Frequently Asked Questions
How many institutional investors hold UPST?
As of Q1 2025, 383 institutional investors report holding UPST (Upstart Holdings, Inc.) in their 13F filings.
What percentage of Upstart Holdings, Inc. is owned by institutions?
Institutional investors hold approximately 69.6% of Upstart Holdings, Inc.'s float as reported in SEC 13F filings.
Which hedge fund owns the most UPST?
The largest institutional holder of UPST is CANADA PENSION PLAN INVESTMENT BOARD with $7.9B in shares.
Are institutions buying or selling UPST?
This quarter, 89 institutions opened new positions in UPST and 55 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.