UPST
Upstart Holdings, Inc.• Financial Services
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Halter Ferguson Financial Inc. | $32.6M | 1.42M | 5.65% | -19.0% |
Maxi Investments Cy Ltd | $4.4M | 193.4K | 0.82% | Unchanged |
Sbi Securities Co., Ltd. | $2.9M | 126.2K | 0.07% | +654.0% |
Bank Julius Baer & Co. Ltd, Zurich | $2M | 85.5K | 0.01% | Unchanged |
Manchester Capital Management Llc | $1.5M | 63.1K | 0.20% | Unchanged |
Tci Wealth Advisors, Inc. | $1.3M | 56.6K | 0.05% | +7.3% |
Commonwealth Equity Services, Llc | $1.3M | 55.3K | 0.00% | -4.9% |
International Assets Investment Management, Llc | $1.2M | 39.7K | 0.04% | -55.3% |
Portman Square Capital Llp | $1M | 45.2K | 0.06% | +137.6% |
Centerbook Partners Lp | $978K | 42.6K | 0.04% | -36.8% |
Paypay Securities Corp | $920K | 40 | 0.03% | +53.9% |
Creative Planning | $920K | 40.0K | 0.00% | -54.8% |
Apollon Wealth Management, Llc | $759K | 33.0K | 0.01% | +3.2% |
Gemmer Asset Management Llc | $683K | 29.7K | 0.04% | Unchanged |
Kestra Advisory Services, Llc | $673K | 29.3K | 0.00% | -20.5% |
Perigon Wealth Management, Llc | $641K | 27.9K | 0.01% | +6.2% |
J. Safra Sarasin Holding Ag | $602K | 26.2K | 0.01% | +33.5% |
Sepio Capital, Lp | $559K | 24.3K | 0.02% | +4.3% |
Bailard, Inc. | $550K | 23.9K | 0.01% | Unchanged |
Arizona State Retirement System | $542K | 23.6K | 0.00% | +3.0% |
Leonteq Securities Ag | $505K | 22.0K | 0.02% | +54.3% |
Vontobel Holding Ltd. | $402K | 17.5K | 0.00% | +91.1% |
Wmg Financial Advisors, Llc | $366K | 10.3K | 0.14% | Unchanged |
Wealth Enhancement Advisory Services, Llc | $350K | 14.5K | 0.00% | +97.3% |
Kercheville Advisors, Llc | $345K | 15.0K | 0.10% | Unchanged |
Hub Investment Partners, Llc | $343K | 14.9K | 0.01% | +68.2% |
Pictet Asset Management Holding Sa | $299K | 13.0K | 0.00% | Unchanged |
Royal Fund Management, Llc | $279K | 12.1K | 0.02% | -16.5% |
Virginia Retirement Systems Et Al | $276K | 12.0K | 0.00% | Unchanged |
Proshare Advisors Llc | $247K | 10.7K | 0.00% | -4.1% |
Principal Financial Group Inc | $227K | 9.9K | 0.00% | +51.1% |
Prime Capital Investment Advisors, Llc | $206K | 8.9K | 0.00% | -0.0% |
Bayforest Capital Ltd | $133K | 5.8K | 0.20% | New Position |
Nfsg Corp | $115K | 5.0K | 0.01% | -6.2% |
Farther Finance Advisors, Llc | $99K | 4.3K | 0.00% | +25.7% |
Dekabank Deutsche Girozentrale | $87K | 3.8K | 0.00% | New Position |
Kbc Group Nv | $81K | 3.5K | 0.00% | Unchanged |
Sterling Capital Management Llc | $65K | 2.8K | 0.00% | +838.2% |
Nisa Investment Advisors, Llc | $64K | 2.8K | 0.00% | -3.8% |
Westside Investment Management, Inc. | $55K | 2.4K | 0.00% | -2.0% |
Gamma Investing Llc | $54K | 2.4K | 0.00% | +8.1% |
Asset Management One Co., Ltd. | $41K | 1.8K | 0.00% | +33.2% |
Rakuten Securities, Inc. | $39K | 1.7K | 0.01% | -9.5% |
Parallel Advisors, Llc | $38K | 1.7K | 0.00% | +76.7% |
Signaturefd, Llc | $27K | 1.2K | 0.00% | +36.0% |
Holos Integrated Wealth Llc | $27K | 1.1K | 0.01% | -44.1% |
Versant Capital Management, Inc | $26K | 1.1K | 0.00% | -61.3% |
Caitong International Asset Management Co., Ltd | $26K | 1.1K | 0.00% | -19.1% |
Fortitude Family Office, Llc | $22K | 949 | 0.00% | +1132.5% |
Heritage Family Offices, Llp | $14K | 621 | 0.00% | New Position |