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Upstart Ownership | Who Owns Upstart?

OverviewForecastRevenueFinancialsChartTranscripts

Upstart Ownership Summary

Upstart is owned by 44.68% institutional investors, 12.57% insiders, and 42.76% retail investors. Vanguard group is the largest institutional shareholder, holding 8.39% of UPST shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.58% of its assets in Upstart shares.

UPST Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockUpstart44.68%12.57%42.76%
SectorFinancial Services Stocks 43.20%12.55%44.25%
IndustryCredit Services Stocks46.04%7.52%46.44%
IdeaArtificial Intelligence Stocks List63.79%5.10%31.11%
IdeaPeer to Peer Lending Stocks List30.18%4.41%65.42%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv2.35M2.58%-10.30K
iShares Russell 2000 ETF1.98M2.17%-4.47K
Vanguard Small Cap Index1.91M2.09%3.75K
Vanguard Institutional Extnd Mkt Idx Tr1.16M1.29%14.63K
Vanguard Small Cap Growth Index Inv1.05M1.15%-1.48K
Global X Robotics & Artfcl Intllgnc ETF984.85K1.10%-1.12K
Fidelity Small Cap Index789.54K0.88%-19.33K
iShares Russell 2000 Growth ETF687.52K0.75%-
SPDR® S&P Kensho New Economies Comps ETF495.39K0.55%-
State St Russell Sm/Mid Cp® Indx NL Cl C482.58K0.53%-16.90K

Recent Insider Transactions

DateNameRoleActivityValue
Nov 11, 2024Datta Sanjay Chief Financial OfficerSell$119.31K
Nov 08, 2024Girouard Dave Chief Executive OfficerSell$2.71M
Nov 04, 2024Datta Sanjay Chief Financial OfficerSell$72.99K
Nov 01, 2024Darling Scott Chief Legal OfficerSell$107.97K
Nov 01, 2024Darling Scott Chief Legal OfficerSell$419.41K

Insider Transactions Trends

DateBuySell
2024 Q4-21
2024 Q3-49
2024 Q2-16
2024 Q1-36
2023 Q4-44

UPST Ownership FAQ

Who Owns Upstart?

Upstart shareholders are primarily institutional investors at 44.67%, followed by 12.57% insiders and 42.76% retail investors. The average institutional ownership in Upstart's industry, Credit Services Stocks, is 46.04%, which Upstart falls below.

Who owns the most shares of Upstart?

Upstart’s largest shareholders are Vanguard group (7.3M shares, 8.39%), Blackrock (5.66M shares, 6.51%), and State street (2.26M shares, 2.60%). Together, they hold 17.50% of Upstart’s total shares outstanding.

Does Blackrock own Upstart?

Yes, BlackRock owns 6.51% of Upstart, totaling 5.66M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 133.62M$. In the last quarter, BlackRock increased its holdings by 319.34K shares, a 5.97% change.

Who is Upstart’s biggest shareholder by percentage of total assets invested?

Sandler capital management is Upstart’s biggest shareholder by percentage of total assets invested, with 2.32% of its assets in 918K Upstart shares, valued at 21.66M$.

Who is the top mutual fund holder of Upstart shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Upstart shares, with 2.58% of its total shares outstanding invested in 2.35M Upstart shares.

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