Upstart Ownership 2024 | Who Owns Upstart Now?
Institutional Ownership
24.57%
Insider Ownership
12.83%
Retail Ownership
62.61%
Institutional Holders
195.00
Upstart Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 8.39% | 0.00% | 7,299,317 | 170,342 | 2.39% | 172,190,888 | Jun 30, 2024 |
| BLACKROCK INC. | 6.51% | 0.00% | 5,664,303 | 319,337 | 5.97% | 133,620,913 | Jun 30, 2024 |
| STATE STREET CORP | 2.60% | 0.00% | 2,263,422 | 395,242 | 21.16% | 53,394,125,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.05% | 0.00% | 1,787,292 | 120,263 | 7.21% | 42,170,309 | Jun 30, 2024 |
| MORGAN STANLEY | 1.70% | 0.00% | 1,479,858 | -776,509 | -34.41% | 34,909,887 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.62% | 0.01% | 1,407,925 | 571,739 | 68.37% | 33,212,951 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 1.44% | 0.07% | 1,249,284 | 1,249,284 | 100.00% | 29,470,662 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.28% | 0.00% | 1,110,614 | 637,390 | 134.69% | 26,199,384 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1.24% | 0.09% | 1,075,378 | 56,851 | 5.58% | 25,368,167 | Jun 30, 2024 |
| SANDLER CAPITAL MANAGEMENT | 1.05% | 2.32% | 918,000 | -148,000 | -13.88% | 21,655,620 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 1.02% | 0.02% | 889,527 | -1,137,943 | -56.13% | 20,983,942 | Jun 30, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | 1.01% | 0.06% | 875,100 | 133,500 | 18.00% | 20,643,609 | Jun 30, 2024 |
| COATUE MANAGEMENT LLC | 1.00% | 0.08% | 870,947 | - | - | 20,545,640 | Jun 30, 2024 |
| BARCLAYS PLC | 0.89% | 0.01% | 774,600 | 662,900 | 593.46% | 18,273,000 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.75% | 0.00% | 648,909 | -15,168 | -2.28% | 15,307,762,000 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.70% | 0.00% | 610,824 | 28,222 | 4.84% | 14,409,349 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.66% | 0.00% | 573,400 | 372,700 | 185.70% | 13,526,506 | Jun 30, 2024 |
| FRED ALGER MANAGEMENT, LLC | 0.57% | 0.06% | 492,423 | -15,103 | -2.98% | 11,616,258 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.52% | 0.00% | 451,200 | 451,200 | 100.00% | 10,643,808 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.52% | 0.01% | 450,000 | -1,006,600 | -69.11% | 10,615,500 | Jun 30, 2024 |
Upstart's largest institutional shareholder is VANGUARD GROUP INC, holding 8.39% of the company's total share outstanding, currently valued at $172.19M. The top 10 institutional shareholders own together 27.87% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SANDLER CAPITAL MANAGEMENT | 1.05% | 2.32% | 918,000 | -148,000 | -13.88% | 21,655,620 | Jun 30, 2024 |
| ESCHLER ASSET MANAGEMENT LLP | 0.06% | 1.06% | 50,000 | - | - | 1,344,500 | Jun 30, 2024 |
| SEVEN EIGHT CAPITAL, LP | 0.26% | 0.55% | 223,608 | 34,223 | 18.07% | 5,274,913 | Jun 30, 2024 |
| WMG FINANCIAL ADVISORS, LLC | 0.05% | 0.55% | 43,732 | -5,400 | -10.99% | 1,031,638 | Jun 30, 2024 |
| AZORA CAPITAL LP | 0.43% | 0.40% | 371,308 | 161,067 | 76.61% | 8,759,156 | Jun 30, 2024 |
| LEGACY CAPITAL GROUP CALIFORNIA, INC. | 0.04% | 0.29% | 34,366 | -1,465 | -4.09% | 810,694 | Jun 30, 2024 |
| TYLER-STONE WEALTH MANAGEMENT | 0.03% | 0.28% | 28,617 | 950 | 3.43% | 675,082 | Jun 30, 2024 |
| COASTAL BRIDGE ADVISORS, LLC | 0.04% | 0.21% | 35,688 | - | - | 841,880 | Jun 30, 2024 |
| WHITEBOX ADVISORS LLC | 0.34% | 0.20% | 300,000 | - | - | 7,077,000 | Jun 30, 2024 |
| MAXI INVESTMENTS CY LTD | 0.03% | 0.16% | 30,100 | - | - | 710,000 | Jun 30, 2024 |
| HEADLANDS TECHNOLOGIES LLC | 0.07% | 0.15% | 58,571 | 22,390 | 61.88% | 1,381,690 | Jun 30, 2024 |
| MANCHESTER CAPITAL MANAGEMENT LLC | 0.05% | 0.12% | 43,691 | 6,366 | 17.06% | 1,030,671 | Jun 30, 2024 |
| KODAI CAPITAL MANAGEMENT LP | 0.29% | 0.11% | 255,039 | 255,039 | 100.00% | 6,016,370 | Jun 30, 2024 |
| GRYPHON FINANCIAL PARTNERS LLC | 0.03% | 0.11% | 30,000 | -10,000 | -25.00% | 707,700 | Jun 30, 2024 |
| ATOMI FINANCIAL GROUP, INC. | 0.07% | 0.10% | 59,009 | 406 | 0.69% | 1,392,022 | Jun 30, 2024 |
| KERCHEVILLE ADVISORS, LLC | 0.01% | 0.10% | 10,000 | - | - | 235,900 | Jun 30, 2024 |
| LIONTRUST INVESTMENT PARTNERS LLP | 0.33% | 0.10% | 290,000 | 60,000 | 26.09% | 6,841,100 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1.24% | 0.09% | 1,075,378 | 56,851 | 5.58% | 25,368,167 | Jun 30, 2024 |
| TCI WEALTH ADVISORS, INC. | 0.05% | 0.09% | 42,024 | 2,053 | 5.14% | 991,347 | Jun 30, 2024 |
| EMC CAPITAL MANAGEMENT | 0.01% | 0.08% | 6,300 | 2,000 | 46.51% | 145,000 | Jun 30, 2024 |
The largest Upstart shareholder by % of total assets is SANDLER CAPITAL MANAGEMENT. The company owns 918.00K shares of Upstart (UPST), representing 2.32% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 1.44% | 0.07% | 1,249,284 | 1,249,284 | 100.00% | 29,470,662 | Jun 30, 2024 |
| BARCLAYS PLC | 0.89% | 0.01% | 774,600 | 662,900 | 593.46% | 18,273,000 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.28% | 0.00% | 1,110,614 | 637,390 | 134.69% | 26,199,384 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.62% | 0.01% | 1,407,925 | 571,739 | 68.37% | 33,212,951 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.52% | 0.00% | 451,200 | 451,200 | 100.00% | 10,643,808 | Jun 30, 2024 |
| STATE STREET CORP | 2.60% | 0.00% | 2,263,422 | 395,242 | 21.16% | 53,394,125,000 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.66% | 0.00% | 573,400 | 372,700 | 185.70% | 13,526,506 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.47% | 0.02% | 404,843 | 367,543 | 985.37% | 9,550,246 | Jun 30, 2024 |
| BLACKROCK INC. | 6.51% | 0.00% | 5,664,303 | 319,337 | 5.97% | 133,620,913 | Jun 30, 2024 |
| NORGES BANK | 0.34% | 0.00% | 296,389 | 296,389 | 100.00% | 6,991,817 | Jun 30, 2024 |
| UBS GROUP AG | 0.45% | 0.00% | 388,585 | 269,140 | 225.33% | 9,166,721 | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.51% | 0.04% | 443,101 | 266,985 | 151.60% | 10,452,753 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.30% | 0.00% | 262,396 | 262,396 | 100.00% | 6,189,922 | Jun 30, 2024 |
| KODAI CAPITAL MANAGEMENT LP | 0.29% | 0.11% | 255,039 | 255,039 | 100.00% | 6,016,370 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.26% | 0.01% | 224,000 | 214,500 | 2257.89% | 5,284,160 | Jun 30, 2024 |
| VANGUARD GROUP INC | 8.39% | 0.00% | 7,299,317 | 170,342 | 2.39% | 172,190,888 | Jun 30, 2024 |
| AZORA CAPITAL LP | 0.43% | 0.40% | 371,308 | 161,067 | 76.61% | 8,759,156 | Jun 30, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | 1.01% | 0.06% | 875,100 | 133,500 | 18.00% | 20,643,609 | Jun 30, 2024 |
| IMC-CHICAGO, LLC | 0.15% | 0.00% | 126,577 | 126,577 | 100.00% | 2,985,951 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.33% | 0.01% | 282,900 | 124,300 | 78.37% | 6,673,611 | Jun 30, 2024 |
As of Jun 30 2024, Upstart's largest institutional buyer is MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.. The company purchased 1.25M stocks of UPST, valued at $29.47M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| D. E. SHAW & CO., INC. | 1.02% | 0.02% | 889,527 | -1,137,943 | -56.13% | 20,983,942 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.52% | 0.01% | 450,000 | -1,006,600 | -69.11% | 10,615,500 | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -802,900 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0.02% | 0.00% | 15,316 | -789,924 | -98.10% | 361,605 | Jun 30, 2024 |
| MORGAN STANLEY | 1.70% | 0.00% | 1,479,858 | -776,509 | -34.41% | 34,909,887 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -746,645 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | 0.17% | 0.00% | 149,809 | -420,240 | -73.72% | 3,533,000 | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | 0.09% | 0.02% | 79,900 | -219,700 | -73.33% | 1,884,841 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.04% | 0.00% | 30,700 | -175,000 | -85.08% | 724,213 | Jun 30, 2024 |
| ZWEIG-DIMENNA ASSOCIATES LLC | 0.02% | 0.04% | 16,319 | -172,374 | -91.35% | 384,965 | Jun 30, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | 0.15% | 0.01% | 126,500 | -156,800 | -55.35% | 2,984,135 | Jun 30, 2024 |
| SANDLER CAPITAL MANAGEMENT | 1.05% | 2.32% | 918,000 | -148,000 | -13.88% | 21,655,620 | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | 0.01% | 0.00% | 6,800 | -126,600 | -94.90% | 160,412 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.13% | 0.02% | 114,400 | -107,800 | -48.51% | 2,698,696 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.41% | 0.01% | 358,459 | -98,644 | -21.58% | 8,456,048 | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | 0.07% | 0.00% | 62,500 | -88,400 | -58.58% | 1,474,375 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.43% | 0.01% | 371,102 | -87,595 | -19.10% | 8,754,296 | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | - | - | - | -82,737 | -100.00% | - | Jun 30, 2024 |
| BANK JULIUS BAER & CO. LTD, ZURICH | - | - | - | -78,399 | -100.00% | - | Jun 30, 2024 |
| MAGNETAR FINANCIAL LLC | 0.02% | 0.01% | 18,964 | -78,317 | -80.51% | 447,361 | Jun 30, 2024 |
As of Jun 30 2024, Upstart's biggest institutional seller is D. E. SHAW & CO., INC.. The company sold -1.14M shares of UPST, valued at $20.98M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 1.44% | 0.07% | 1,249,284 | 1,249,284 | 100.00% | 29,470,662 | Jun 30, 2024 |
| NORGES BANK | 0.34% | 0.00% | 296,389 | 296,389 | 100.00% | 6,991,817 | Jun 30, 2024 |
| KODAI CAPITAL MANAGEMENT LP | 0.29% | 0.11% | 255,039 | 255,039 | 100.00% | 6,016,370 | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | 0.06% | 0.00% | 53,729 | 53,729 | 100.00% | 1,267,000 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.05% | 0.00% | 45,000 | 45,000 | 100.00% | 1,045,800 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.01% | 41,441 | 41,441 | 100.00% | 977,593 | Jun 30, 2024 |
| WINTON GROUP LTD | 0.04% | 0.06% | 35,661 | 35,661 | 100.00% | 841,243 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.03% | 0.00% | 24,245 | 24,245 | 100.00% | 571,940 | Jun 30, 2024 |
| TOROSO INVESTMENTS, LLC | 0.03% | 0.01% | 22,029 | 22,029 | 100.00% | 519,664 | Jun 30, 2024 |
| JANNEY MONTGOMERY SCOTT LLC | 0.02% | 0.00% | 14,773 | 14,773 | 100.00% | 348,000 | Jun 30, 2024 |
| JONES FINANCIAL COMPANIES LLLP | 0.00% | 0.00% | 4,057 | 4,057 | 100.00% | 95,705 | Jun 30, 2024 |
| BOGART WEALTH, LLC | 0.00% | 0.00% | 3,500 | 3,500 | 100.00% | 82,565 | Jun 30, 2024 |
| ANFIELD CAPITAL MANAGEMENT, LLC | 0.00% | 0.02% | 1,416 | 1,416 | 100.00% | 33,403 | Jun 30, 2024 |
| HOBBS GROUP ADVISORS, LLC | 0.00% | 0.00% | 350 | 350 | 100.00% | 8,257 | Jun 30, 2024 |
| MFA WEALTH ADVISORS, LLC | 0.00% | 0.00% | 300 | 300 | 100.00% | 7,077 | Jun 30, 2024 |
| RIDGEWOOD INVESTMENTS LLC | 0.00% | 0.00% | 300 | 300 | 100.00% | 7,077 | Jun 30, 2024 |
| QUARRY LP | 0.00% | 0.00% | 220 | 220 | 100.00% | 5,190 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.00% | - | 200 | 200 | 100.00% | 4,718 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 195 | 195 | 100.00% | 4,600 | Jun 30, 2024 |
| MATHER GROUP, LLC. | 0.00% | 0.00% | 165 | 165 | 100.00% | 4,437 | Jun 30, 2024 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 0.00% | 0.00% | 125 | 125 | 100.00% | 2,949 | Jun 30, 2024 |
| BROWN, LISLE/CUMMINGS, INC. | 0.00% | 0.00% | 90 | 90 | 100.00% | 2,123 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 63 | 63 | 100.00% | 1,487 | Jun 30, 2024 |
| CULLEN/FROST BANKERS, INC. | 0.00% | - | 54 | 54 | 100.00% | 1,274 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.00% | 50 | 50 | 100.00% | 1,180 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.00% | - | 49 | 49 | 100.00% | 1,156 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | - | 0.00% | 21 | 21 | 100.00% | 495 | Jun 30, 2024 |
| - | 0.00% | 16 | 16 | 100.00% | 511 | Jun 30, 2024 | |
| CREEKMUR ASSET MANAGEMENT LLC | - | - | 4 | 4 | 100.00% | 94 | Jun 30, 2024 |
| PROFFITT & GOODSON INC | - | - | 3 | 3 | 100.00% | 71 | Jun 30, 2024 |
| DINUZZO PRIVATE WEALTH, INC. | - | - | 1 | 1 | 100.00% | 24 | Jun 30, 2024 |
| ACTIVEST WEALTH MANAGEMENT | - | - | 1 | 1 | 100.00% | 24 | Jun 30, 2024 |
Upstart's largest new institutional shareholder by number of shares is MIRAE ASSET GLOBAL ETFS HOLDINGS LTD., purchased 1.25M shares, valued at $29.47M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BARCLAYS PLC | - | - | - | -802,900 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -746,645 | -100.00% | - | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | - | - | - | -82,737 | -100.00% | - | Jun 30, 2024 |
| BANK JULIUS BAER & CO. LTD, ZURICH | - | - | - | -78,399 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -54,243 | -100.00% | - | Jun 30, 2024 |
| ENTROPY TECHNOLOGIES, LP | - | - | - | -50,501 | -100.00% | - | Jun 30, 2024 |
| HAP TRADING, LLC | - | - | - | -50,400 | -100.00% | - | Jun 30, 2024 |
| CAPITAL IMPACT ADVISORS, LLC | - | - | - | -44,369 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -39,981 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -38,600 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -36,599 | -100.00% | - | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | - | - | - | -33,670 | -100.00% | - | Jun 30, 2024 |
| HILLTOP HOLDINGS INC. | - | - | - | -27,610 | -100.00% | - | Jun 30, 2024 |
| LEVEL FOUR ADVISORY SERVICES, LLC | - | - | - | -25,763 | -100.00% | - | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -16,400 | -100.00% | - | Jun 30, 2024 |
| XR SECURITIES LLC | - | - | - | -15,200 | -100.00% | - | Jun 30, 2024 |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | - | - | - | -15,189 | -100.00% | - | Jun 30, 2024 |
| CSS LLC/IL | - | - | - | -15,000 | -100.00% | - | Jun 30, 2024 |
| WEDBUSH SECURITIES INC | - | - | - | -13,605 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -11,189 | -100.00% | - | Jun 30, 2024 |
| MARATHON TRADING INVESTMENT MANAGEMENT LLC | - | - | - | -11,000 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -10,663 | -100.00% | - | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | - | - | - | -9,517 | -100.00% | - | Jun 30, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | - | - | - | -8,438 | -100.00% | - | Jun 30, 2024 |
| STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. | - | - | - | -7,992 | -100.00% | - | Jun 30, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | - | - | - | -7,808 | -100.00% | - | Jun 30, 2024 |
| VALEO FINANCIAL ADVISORS, LLC | - | - | - | -7,634 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -4,021 | -100.00% | - | Jun 30, 2024 |
| BELVEDERE TRADING LLC | - | - | - | -3,800 | -100.00% | - | Jun 30, 2024 |
| GS INVESTMENTS, INC. | - | - | - | -2,000 | -100.00% | - | Jun 30, 2024 |
| BROWN BROTHERS HARRIMAN & CO | - | - | - | -850 | -100.00% | - | Jun 30, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -630 | -100.00% | - | Jun 30, 2024 |
| INTERVAL PARTNERS, LP | - | - | - | -375 | -100.00% | - | Jun 30, 2024 |
| BEAR MOUNTAIN CAPITAL, INC. | - | - | - | -369 | -100.00% | - | Jun 30, 2024 |
| YHB INVESTMENT ADVISORS, INC. | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
| VIMA LLC | - | - | - | -188 | -100.00% | - | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | - | - | - | -151 | -100.00% | - | Jun 30, 2024 |
| ARMSTRONG ADVISORY GROUP, INC | - | - | - | -150 | -100.00% | - | Jun 30, 2024 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| MARQUETTE ASSET MANAGEMENT, LLC | - | - | - | -50 | -100.00% | - | Jun 30, 2024 |
| BRUCE G. ALLEN INVESTMENTS, LLC | - | - | - | -50 | -100.00% | - | Jun 30, 2024 |
| SANDY SPRING BANK | - | - | - | -40 | -100.00% | - | Jun 30, 2024 |
| MONTAG A & ASSOCIATES INC | - | - | - | -34 | -100.00% | - | Jun 30, 2024 |
| ARCHER INVESTMENT CORP | - | - | - | -34 | -100.00% | - | Jun 30, 2024 |
| LIFESTEPS FINANCIAL, INC. | - | - | - | -27 | -100.00% | - | Jun 30, 2024 |
| SAWYER & COMPANY, INC | - | - | - | -17 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -14 | -100.00% | - | Jun 30, 2024 |
| HUNTINGTON NATIONAL BANK | - | - | - | -13 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -5 | -100.00% | - | Jun 30, 2024 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
| IMPACT PARTNERSHIP WEALTH, LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Upstart's largest sold out institutional shareholder by shares sold is BARCLAYS PLC, sold -0.80M shares, valued at -, as of undefined.
Upstart Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC | 2.21% | 1,750,000 | - | - | Dec 29, 2023 |
| GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC | 2.21% | 1,750,000 | - | - | Dec 29, 2023 |
| ELLSWORTH GROWTH & INCOME FUND LTD | 1.50% | 2,100,000 | - | - | Dec 29, 2023 |
| ELLSWORTH GROWTH & INCOME FUND LTD | 1.50% | 2,100,000 | - | - | Dec 29, 2023 |
| BANCROFT FUND LTD | 1.44% | 2,000,000 | - | - | Dec 29, 2023 |
| BANCROFT FUND LTD | 1.44% | 2,000,000 | - | - | Dec 29, 2023 |
| SPARROW FUNDS | 1.16% | 4,125 | - | - | Feb 29, 2024 |
| TETON WESTWOOD FUNDS | 1.16% | 750,000 | - | - | Dec 29, 2023 |
| TETON WESTWOOD FUNDS | 1.16% | 750,000 | - | - | Dec 29, 2023 |
| RiverNorth Specialty Finance Corp | 1.03% | 1,506,226 | 1,506,226 | - | Sep 30, 2021 |
| Virtus Artificial Intelligence & Technology Opportunities Fund | 0.98% | 3,865,000 | - | - | Jan 31, 2024 |
| ALGER INSTITUTIONAL FUNDS | 0.94% | 244,655 | - | - | Jan 31, 2024 |
| Virtus Equity & Convertible Income Fund | 0.80% | 1,585,000 | - | - | Jan 31, 2024 |
| Virtus Dividend, Interest & Premium Strategy Fund | 0.79% | 1,880,000 | - | - | Jan 31, 2024 |
| Alger ETF Trust | 0.70% | 4,980 | - | - | Dec 31, 2023 |
| BBR ALO Fund, LLC | 0.67% | 72,053 | - | - | Dec 31, 2023 |
| Virtus Strategy Trust | 0.67% | 14,085,000 | - | - | Mar 28, 2024 |
| PUTNAM CONVERTIBLE SECURITIES FUND | 0.63% | 3,055,000 | - | - | Jan 31, 2024 |
| Calamos Dynamic Convertible & Income Fund | 0.62% | 4,750,000 | - | - | Jan 31, 2024 |
| Virtus Convertible & Income Fund | 0.53% | 2,615,000 | - | - | Jan 31, 2024 |
| World Funds Trust | 0.53% | 6,500,000 | - | - | Jan 31, 2024 |
| Virtus Convertible & Income Fund II | 0.52% | 1,970,000 | - | - | Jan 31, 2024 |
| CALAMOS CONVERTIBLE & HIGH INCOME FUND | 0.48% | 6,000,000 | - | - | Jan 31, 2024 |
| CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND | 0.48% | 5,500,000 | - | - | Jan 31, 2024 |
| Virtus Diversified Income & Convertible Fund | 0.36% | 730,000 | - | - | Jan 31, 2024 |
| Virtus Investment Trust | 0.36% | 12,330,000 | - | - | Mar 28, 2024 |
| Virtus Investment Trust | 0.36% | 12,330,000 | - | - | Mar 28, 2024 |
| Collaborative Investment Series Trust | 0.31% | 48,944 | - | - | Mar 31, 2024 |
| PIONEER SHORT TERM INCOME FUND | 0.31% | 2,000,000 | - | - | Feb 29, 2024 |
| Endowment PMF Master Fund, L.P. | 0.31% | 615,257 | - | - | Mar 31, 2024 |
| CALVERT VARIABLE SERIES INC | 0.28% | 535,900 | - | - | Mar 31, 2024 |
| Angel Oak Strategic Credit Fund | 0.26% | 500,000 | 500,000 | - | Jan 31, 2024 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) | 0.26% | 7,925,000 | - | - | Mar 31, 2024 |
| Lord Abbett Credit Opportunities Fund | 0.24% | 5,250,000 | - | - | Mar 31, 2024 |
| EntrepreneurShares Series Trust | 0.21% | 56,360 | 36,913 | 189.81% | Dec 31, 2023 |
| Angel Oak Strategic Credit Fund | 0.20% | 382,667 | -101,538 | -20.97% | Jan 31, 2024 |
| CALVERT SOCIAL INVESTMENT FUND | 0.16% | 7,021,668 | - | - | Mar 31, 2024 |
| CALVERT SOCIAL INVESTMENT FUND | 0.15% | 6,750,000 | - | - | Mar 31, 2024 |
| STONE RIDGE TRUST | 0.15% | 3,600,000 | - | - | Jan 31, 2024 |
| Angel Oak Funds Trust | 0.12% | 10,427,000 | - | - | Jan 31, 2024 |
| LIBERTY ALL STAR GROWTH FUND INC. | 0.12% | 15,244 | -9,279 | -37.84% | Dec 31, 2023 |
| DIAMOND HILL FUNDS | 0.12% | 5,587,000 | - | - | Dec 31, 2023 |
| Angel Oak Funds Trust | 0.10% | 8,148,000 | - | - | Jan 31, 2024 |
| CALAMOS INVESTMENT TRUST/IL | 0.10% | 10,000,000 | - | - | Jan 31, 2024 |
| CALAMOS INVESTMENT TRUST/IL | 0.10% | 10,000,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.09% | 48,071 | - | - | Mar 31, 2024 |
| Angel Oak Funds Trust | 0.09% | 7,653,356 | -2,030,769 | -20.97% | Jan 31, 2024 |
| Axonic Funds | 0.09% | 2,602,000 | - | - | Jan 31, 2024 |
| Calvert Management Series | 0.08% | 856,941 | -391,338 | -31.35% | Mar 31, 2024 |
| ALGER FUNDS | 0.08% | 78,957 | -81,409 | -50.76% | Jan 31, 2024 |
| DIAMOND HILL FUNDS | 0.08% | 3,681,523 | - | - | Dec 31, 2023 |
| WANGER ADVISORS TRUST | 0.08% | 41,957 | - | - | Mar 31, 2024 |
| ALGER FUNDS II | 0.07% | 16,724 | -8,980 | -34.94% | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.07% | 368,335 | 70,561 | 23.70% | Mar 31, 2024 |
| HARBOR FUNDS | 0.06% | 1,501,000 | - | - | Jan 31, 2024 |
| AdvisorShares Trust | 0.06% | 235,000 | - | - | Mar 28, 2024 |
| COLUMBIA ACORN TRUST | 0.06% | 185,173 | - | - | Mar 31, 2024 |
| CYPRESS CREEK PRIVATE STRATEGIES MASTER FUND L P | 0.06% | 112,909 | - | - | Mar 31, 2024 |
| JANUS ASPEN SERIES | 0.06% | 2,465,245 | -1,359,669 | -35.55% | Dec 31, 2023 |
| Virtus ETF Trust II | 0.05% | 74,665 | -47,190 | -38.73% | Jan 31, 2024 |
| JANUS ASPEN SERIES | 0.05% | 2,329,506 | -812,204 | -25.85% | Dec 31, 2023 |
| HOMESTEAD FUNDS INC | 0.05% | 290,771 | - | - | Mar 31, 2024 |
| Angel Oak Funds Trust | 0.05% | 4,500,000 | 4,500,000 | - | Jan 31, 2024 |
| VIRTUS VARIABLE INSURANCE TRUST | 0.05% | 77,768 | - | - | Mar 28, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.05% | 55,384 | - | - | Mar 28, 2024 |
| Angel Oak Funds Trust | 0.05% | 3,900,000 | - | - | Jan 31, 2024 |
| ETFis Series Trust I | 0.05% | 64,958 | - | - | Jan 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.05% | 1,092,000 | - | - | Jan 31, 2024 |
| Virtus Global Multi-Sector Income Fund | 0.04% | 69,639 | - | - | Feb 29, 2024 |
| REYNOLDS FUNDS INC | 0.04% | 500 | -1,300 | -72.22% | Mar 31, 2024 |
| WEITZ FUNDS | 0.04% | 1,361,318 | - | - | Mar 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.04% | 1,000,000 | - | - | Jan 31, 2024 |
| DIAMOND HILL FUNDS | 0.04% | 1,850,000 | - | - | Dec 31, 2023 |
| PIONEER SERIES TRUST X | 0.04% | 2,127,624 | - | - | Mar 28, 2024 |
| JANUS INVESTMENT FUND | 0.04% | 11,140,624 | -3,980,903 | -26.33% | Dec 31, 2023 |
| BNY Mellon Investment Funds VII, Inc. | 0.04% | 37,146 | - | - | Jan 31, 2024 |
| WEITZ FUNDS | 0.03% | 1,100,495 | - | - | Mar 31, 2024 |
| JANUS INVESTMENT FUND | 0.03% | 10,000,000 | 10,000,000 | - | Dec 31, 2023 |
| JANUS INVESTMENT FUND | 0.03% | 9,886,843 | -3,447,139 | -25.85% | Dec 31, 2023 |
| Virtus Total Return Fund Inc. | 0.03% | 61,810 | -48,248 | -43.84% | Feb 29, 2024 |
| JANUS INVESTMENT FUND | 0.03% | 9,648,760 | -5,321,630 | -35.55% | Dec 31, 2023 |
| Advisers Investment Trust | 0.03% | 908,044 | -921,451 | -50.37% | Mar 28, 2024 |
| CALVERT FUND | 0.03% | 1,751,140 | -799,691 | -31.35% | Mar 31, 2024 |
| JANUS INVESTMENT FUND | 0.03% | 8,480,489 | -1,769,511 | -17.26% | Dec 31, 2023 |
| Angel Oak Funds Trust | 0.03% | 2,196,532 | - | - | Jan 31, 2024 |
| Angel Oak Funds Trust | 0.02% | 2,032,410 | - | - | Jan 31, 2024 |
| Virtus Global Multi-Sector Income Fund | 0.02% | 37,299 | - | - | Feb 29, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.02% | 92,399 | 75,289 | 440.03% | Jan 31, 2024 |
| PIONEER SERIES TRUST X | 0.02% | 1,309,781 | - | - | Mar 28, 2024 |
| DIAMOND HILL FUNDS | 0.02% | 1,000,000 | - | - | Dec 31, 2023 |
| QUANTITATIVE MASTER SERIES LLC | 0.02% | 129,933 | -1,365 | -1.04% | Mar 31, 2024 |
| RENAISSANCE CAPITAL GREENWICH FUNDS | 0.02% | 15,079 | - | - | Mar 31, 2024 |
| JANUS INVESTMENT FUND | 0.02% | 6,235,000 | - | - | Dec 31, 2023 |
| MSS Series Trust | 0.02% | 1,500 | - | - | Feb 29, 2024 |
| WEITZ FUNDS | 0.02% | 621,995 | - | - | Mar 31, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.02% | 2,380,000 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.02% | 11,151 | -56 | -0.50% | Mar 31, 2024 |
| PIONEER SERIES TRUST X | 0.02% | 1,008,968 | - | - | Mar 28, 2024 |
| FINANCIAL INVESTORS TRUST | 0.02% | 1,451,659 | - | - | Jan 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 5 | 0.02% | 9,152 | - | - | Jan 31, 2024 |
Upstart's largest mutual fund holder by % of total assets is "GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC", owning 1.75M shares, compromising 2.21% of its total assets.
Upstart Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 195 | -39.44% |
| 31 Mar, 24 | 322 | -15.49% |
| 31 Dec, 23 | 381 | 13.39% |
| 30 Sep, 23 | 336 | 0.30% |
| 30 Jun, 23 | 335 | 13.56% |
| 31 Mar, 23 | 295 | -1.67% |
| 31 Dec, 22 | 300 | -8.26% |
| 30 Sep, 22 | 327 | -14.40% |
| 30 Jun, 22 | 382 | -29.13% |
| 31 Mar, 22 | 539 | 3.65% |
| 31 Dec, 21 | 520 | 10.17% |
| 30 Sep, 21 | 472 | 69.78% |
| 30 Jun, 21 | 278 | 82.89% |
| 31 Mar, 21 | 152 | 153.33% |
| 31 Dec, 20 | 60 | - |
| 30 Sep, 11 | 1 | - |
As of 30 Jun 24, 195 institutions are holding Upstart's shares, representing a decrease of -39.44% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 21,381,532 | -42.92% |
| 31 Mar, 24 | 37,459,487 | -9.52% |
| 31 Dec, 23 | 41,399,378 | 11.22% |
| 30 Sep, 23 | 37,222,547 | 4.47% |
| 30 Jun, 23 | 35,631,304 | 20.48% |
| 31 Mar, 23 | 29,575,562 | 0.83% |
| 31 Dec, 22 | 29,333,121 | -6.78% |
| 30 Sep, 22 | 31,466,216 | -14.74% |
| 30 Jun, 22 | 36,908,297 | -6.08% |
| 31 Mar, 22 | 39,299,528 | 4.81% |
| 31 Dec, 21 | 37,495,726 | -11.70% |
| 30 Sep, 21 | 42,465,363 | 10.46% |
| 30 Jun, 21 | 38,443,565 | -8.56% |
| 31 Mar, 21 | 42,040,532 | -3.55% |
| 31 Dec, 20 | 43,589,137 | - |
| 30 Sep, 11 | 24,560 | - |
Upstart (UPST) has 21.38M shares outstanding as of 30 Jun 24, down -42.92% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 24.57% | 1.33% |
| 31 Mar, 24 | 43.04% | 1.84% |
| 31 Dec, 23 | 48.38% | 2.49% |
| 30 Sep, 23 | 44.10% | 2.40% |
| 30 Jun, 23 | 42.86% | 3.29% |
| 31 Mar, 23 | 36.11% | 2.84% |
| 31 Dec, 22 | 35.67% | 2.39% |
| 30 Sep, 22 | 38.62% | 1.95% |
| 30 Jun, 22 | 44.48% | 2.62% |
| 31 Mar, 22 | 41.17% | 1.79% |
| 31 Dec, 21 | 48.01% | 2.46% |
| 30 Sep, 21 | 44.21% | 2.69% |
| 30 Jun, 21 | 40.55% | 1.92% |
| 31 Mar, 21 | 45.97% | 1.30% |
| 31 Dec, 20 | 59.46% | - |
| 30 Sep, 11 | 0.03% | - |
As of 30 Jun 24, Upstart is held by 24.57% institutional shareholders, representing a 1.33% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 89 | -26.45% |
| 31 Mar, 24 | 121 | -30.86% |
| 31 Dec, 23 | 175 | 19.86% |
| 30 Sep, 23 | 146 | -8.75% |
| 30 Jun, 23 | 160 | 22.14% |
| 31 Mar, 23 | 131 | -0.76% |
| 31 Dec, 22 | 132 | -8.97% |
| 30 Sep, 22 | 145 | -27.86% |
| 30 Jun, 22 | 201 | -44.63% |
| 31 Mar, 22 | 363 | 1.11% |
| 31 Dec, 21 | 359 | 4.66% |
| 30 Sep, 21 | 343 | 56.62% |
| 30 Jun, 21 | 219 | 104.67% |
| 31 Mar, 21 | 107 | 78.33% |
| 31 Dec, 20 | 60 | - |
| 30 Sep, 11 | 1 | - |
89 institutional shareholders have increased their position in UPST stock as of 30 Jun 24 compared to 121 in the previous quarter (a -26.45% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 48 | -52.00% |
| 31 Mar, 24 | 100 | 7.53% |
| 31 Dec, 23 | 93 | 22.37% |
| 30 Sep, 23 | 76 | 8.57% |
| 30 Jun, 23 | 70 | 7.69% |
| 31 Mar, 23 | 65 | -26.97% |
| 31 Dec, 22 | 89 | 4.71% |
| 30 Sep, 22 | 85 | - |
| 30 Jun, 22 | 85 | 13.33% |
| 31 Mar, 22 | 75 | -6.25% |
| 31 Dec, 21 | 80 | 26.98% |
| 30 Sep, 21 | 63 | 125.00% |
| 30 Jun, 21 | 28 | 100.00% |
| 31 Mar, 21 | 14 | - |
| 31 Dec, 20 | - | - |
| 30 Sep, 11 | - | - |
48 institutional shareholders have reduced their position in UPST stock as of 30 Jun 24 compared to 100 in the previous quarter (a -52.00% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 195 | -39.44% | 21,381,532 | -42.92% | 24.57% | 1.33% | 89 | -26.45% | 48 | -52.00% |
| 31 Mar, 24 | 322 | -15.49% | 37,459,487 | -9.52% | 43.04% | 1.84% | 121 | -30.86% | 100 | 7.53% |
| 31 Dec, 23 | 381 | 13.39% | 41,399,378 | 11.22% | 48.38% | 2.49% | 175 | 19.86% | 93 | 22.37% |
| 30 Sep, 23 | 336 | 0.30% | 37,222,547 | 4.47% | 44.10% | 2.40% | 146 | -8.75% | 76 | 8.57% |
| 30 Jun, 23 | 335 | 13.56% | 35,631,304 | 20.48% | 42.86% | 3.29% | 160 | 22.14% | 70 | 7.69% |
| 31 Mar, 23 | 295 | -1.67% | 29,575,562 | 0.83% | 36.11% | 2.84% | 131 | -0.76% | 65 | -26.97% |
| 31 Dec, 22 | 300 | -8.26% | 29,333,121 | -6.78% | 35.67% | 2.39% | 132 | -8.97% | 89 | 4.71% |
| 30 Sep, 22 | 327 | -14.40% | 31,466,216 | -14.74% | 38.62% | 1.95% | 145 | -27.86% | 85 | - |
| 30 Jun, 22 | 382 | -29.13% | 36,908,297 | -6.08% | 44.48% | 2.62% | 201 | -44.63% | 85 | 13.33% |
| 31 Mar, 22 | 539 | 3.65% | 39,299,528 | 4.81% | 41.17% | 1.79% | 363 | 1.11% | 75 | -6.25% |
| 31 Dec, 21 | 520 | 10.17% | 37,495,726 | -11.70% | 48.01% | 2.46% | 359 | 4.66% | 80 | 26.98% |
| 30 Sep, 21 | 472 | 69.78% | 42,465,363 | 10.46% | 44.21% | 2.69% | 343 | 56.62% | 63 | 125.00% |
| 30 Jun, 21 | 278 | 82.89% | 38,443,565 | -8.56% | 40.55% | 1.92% | 219 | 104.67% | 28 | 100.00% |
| 31 Mar, 21 | 152 | 153.33% | 42,040,532 | -3.55% | 45.97% | 1.30% | 107 | 78.33% | 14 | - |
| 31 Dec, 20 | 60 | - | 43,589,137 | - | 59.46% | - | 60 | - | - | - |
| 30 Sep, 11 | 1 | - | 24,560 | - | 0.03% | - | 1 | - | - | - |
Upstart Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Upstart's stock was made by Datta Sanjay on Aug 14 2024, selling 1,500 shares at $35.39 per share (valued at $53.09K).
Upstart Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 5 | 18 | 27.78% |
| Q2 2024 | 11 | 21 | 52.38% |
| Q1 2024 | 24 | 45 | 53.33% |
| Q4 2023 | 11 | 55 | 20.00% |
| Q3 2023 | 5 | 28 | 17.86% |
| Q2 2023 | 14 | 20 | 70.00% |
| Q1 2023 | 27 | 33 | 81.82% |
| Q4 2022 | 13 | 19 | 68.42% |
| Q3 2022 | 2 | 3 | 66.67% |
| Q2 2022 | 7 | 26 | 26.92% |
| Q1 2022 | 29 | 158 | 18.35% |
| Q4 2021 | 28 | 543 | 5.16% |
| Q3 2021 | 16 | 189 | 8.47% |
| Q2 2021 | 6 | 1 | 600.00% |
| Q1 2021 | 16 | 1 | 1600.00% |
| Q4 2020 | 8 | 57 | 14.04% |
| Q3 2012 | 6 | - | - |
| Q2 2012 | 5 | 2 | 250.00% |
| Q1 2012 | 4 | 1 | 400.00% |
| Q3 2011 | - | 1 | - |
5 total buy trades, and 18 total sell trades (buy/sell ratio of 0.28%) were made by Upstart's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 13 | - |
| Q2 2024 | - | 16 | - |
| Q1 2024 | - | 36 | - |
| Q4 2023 | - | 44 | - |
| Q3 2023 | - | 23 | - |
| Q2 2023 | 1 | 13 | 7.69% |
| Q1 2023 | - | 19 | - |
| Q4 2022 | - | 10 | - |
| Q3 2022 | - | 3 | - |
| Q2 2022 | - | 15 | - |
| Q1 2022 | - | 141 | - |
| Q4 2021 | - | 514 | - |
| Q3 2021 | - | 173 | - |
| Q2 2021 | - | - | - |
| Q1 2021 | - | - | - |
| Q4 2020 | 1 | 4 | 25.00% |
| Q3 2012 | - | - | - |
| Q2 2012 | - | - | - |
| Q1 2012 | - | - | - |
| Q3 2011 | - | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 13 open market sell trades of Upstart's stocks.
UPST Ownership FAQ
Who Owns Upstart?
Upstart is owned by institutional shareholders (24.57%), insiders (12.83%), and public (62.61%). The largest institutional shareholder of Upstart is VANGUARD GROUP INC (8.39% of total shares) and the top mutual fund owner is GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC (2.21% of total shares).
Who are the major institutional shareholders of Upstart?
Upstart's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., STATE STREET CORP, GEODE CAPITAL MANAGEMENT, LLC, and MORGAN STANLEY. The top five shareholders own together 21.25% of the company's share outstanding.
How many Upstart shareholders are there?
As of Jun 2024, there are 195 institutional shareholders of Upstart.
What percentage of Upstart is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 7.3M shares of Upstart, representing 8.39% of the company's total shares outstanding, valued at $172.19M (as of Jun 2024).
What percentage of Upstart is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 5.66M shares of Upstart (UPST), compromising 6.51% of the company, valued at $133.62M.
What percentage of Upstart is owned by STATE STREET CORP?
STATE STREET CORP is the third largest holder of Upstart. The company owns 2.26M of the company's shares outstanding (worth $53.39B).