UPST NASDAQ
Upstart Holdings, Inc.
1W: -2.9%
1M: -16.9%
3M: -1.5%
YTD: -37.1%
1Y: -38.1%
3Y: +48.9%
5Y: -72.1%
$28.56
-0.29 (-1.01%)
Weekly Expected Move ±9.6%
$24
$27
$30
$32
$35
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Income Statement
Cash Flow
Balance Sheet
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Analysis
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Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — UPST
443
Institutional Holders
-52 vs prior quarter
0.0%
Ownership
+0.00pp
$2B
Total Invested
45
New Positions
115
Increased
217
Reduced
130
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (587 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 8,073,659 | $$231M | -167,065 | -2.0% | 12Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 7,504,100 | $$214M | — | +0.0% | 1Q | SEC ↗ |
| 3 | BlackRock, Inc. | 7,403,079 | $$211M | +314,319 | +4.4% | 7Q | SEC ↗ |
| 4 | Jericho Capital Asset Management L.P. | 5,011,809 | $$143M | +531,000 | +11.9% | 3Q | SEC ↗ |
| 5 | MORGAN STANLEY | 4,206,615 | $$120M | +2,554,591 | +154.6% | 12Q | SEC ↗ |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 3,743,541 | $$107M | — | +0.0% | 1Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2,124,078 | $$61M | +55,563 | +2.7% | 13Q | SEC ↗ |
| 8 | STATE STREET CORP | 2,053,086 | $$59M | +52,033 | +2.6% | 13Q | SEC ↗ |
| 9 | GOLDMAN SACHS GROUP INC | 1,559,486 | $$45M | -1,745,762 | -52.8% | 13Q | SEC ↗ |
| 10 | Clear Street Group Inc. | 1,555,206 | $$44M | -506,508 | -24.6% | 3Q | SEC ↗ |
| 11 | Halter Ferguson Financial Inc. | 1,467,360 | $$42M | +1,052,039 | +253.3% | 3Q | SEC ↗ |
| 12 | BARCLAYS PLC | 1,272,286 | $$36M | +408,184 | +47.2% | 13Q | SEC ↗ |
| 13 | NORGES BANK NEW | 1,141,425 | $$33M | — | +0.0% | 1Q | SEC ↗ |
| 14 | BAILLIE GIFFORD & CO | 1,108,295 | $$32M | +349,366 | +46.0% | 2Q | SEC ↗ |
| 15 | CITADEL ADVISORS LLC | 1,105,759 | $$32M | +809,601 | +273.4% | 12Q | SEC ↗ |
| 16 | DIMENSIONAL FUND ADVISORS LP | 1,022,780 | $$29M | +744,190 | +267.1% | 13Q | SEC ↗ |
| 17 | FRED ALGER MANAGEMENT, LLC | 1,006,130 | $$29M | -121,438 | -10.8% | 12Q | SEC ↗ |
| 18 | UBS Group AG | 881,867 | $$25M | +239,730 | +37.3% | 13Q | SEC ↗ |
| 19 | Balyasny Asset Management L.P. | 869,416 | $$25M | +849,704 | +4310.6% | 4Q | SEC ↗ |
| 20 | Connor, Clark & Lunn Investment Manage | 850,839 | $$24M | -121,017 | -12.5% | 11Q | SEC ↗ |
| 21 | CAPITAL FUND MANAGEMENT S.A. | 846,779 | $$24M | +175,434 | +26.1% | 6Q | SEC ↗ |
| 22 | NORTHERN TRUST CORP | 758,887 | $$22M | +14,701 | +2.0% | 13Q | SEC ↗ |
| 23 | Point72 Asset Management, L.P. | 756,060 | $$22M | +385,881 | +104.2% | 2Q | SEC ↗ |
| 24 | JANE STREET GROUP, LLC | 740,823 | $$21M | +552,339 | +293.0% | 13Q | SEC ↗ |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 656,018 | $$19M | -89,818 | -12.0% | 13Q | SEC ↗ |
| 26 | VANGUARD FIDUCIARY TRUST CO NEW | 597,310 | $$17M | — | +0.0% | 1Q | SEC ↗ |
| 27 | KADENSA CAPITAL Ltd | 589,871 | $$17M | +68,885 | +13.2% | 5Q | SEC ↗ |
| 28 | CITIGROUP INC | 563,645 | $$16M | +13,507 | +2.5% | 12Q | SEC ↗ |
| 29 | MARSHALL WACE, LLP | 551,168 | $$16M | +60,587 | +12.4% | 3Q | SEC ↗ |
| 30 | Squarepoint Ops LLC NEW | 531,387 | $$15M | — | +0.0% | 1Q | SEC ↗ |
| 31 | BANK OF AMERICA CORP /DE | 505,978 | $$14M | -2,032,448 | -80.1% | 13Q | SEC ↗ |
| 32 | FIRST TRUST ADVISORS LP | 373,455 | $$11M | +54,908 | +17.2% | 11Q | SEC ↗ |
| 33 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 347,881 | $$10M | -622,425 | -64.1% | 11Q | SEC ↗ |
| 34 | GC Wealth Management RIA, LLC | 344,646 | $$10M | +95,172 | +38.1% | 4Q | SEC ↗ |
| 35 | Pathstone Holdings, LLC | 337,287 | $$10M | +1,101 | +0.3% | 10Q | SEC ↗ |
| 36 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 326,106 | $$9M | -960,983 | -74.7% | 13Q | SEC ↗ |
| 37 | HSBC HOLDINGS PLC | 288,044 | $$8M | -132,246 | -31.5% | 13Q | SEC ↗ |
| 38 | D. E. Shaw & Co., Inc. | 273,487 | $$8M | +164,297 | +150.5% | 12Q | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 267,341 | $$8M | -1,873 | -0.7% | 13Q | SEC ↗ |
| 40 | PEAK6 LLC | 242,030 | $$7M | +66,796 | +38.1% | 3Q | SEC ↗ |
| 41 | Trexquant Investment LP NEW | 226,197 | $$6M | — | +0.0% | 1Q | SEC ↗ |
| 42 | MILLENNIUM MANAGEMENT LLC | 218,753 | $$6M | -237,498 | -52.1% | 7Q | SEC ↗ |
| 43 | BNP PARIBAS FINANCIAL MARKETS | 216,523 | $$6M | +156,461 | +260.5% | 6Q | SEC ↗ |
| 44 | WELLS FARGO & COMPANY/MN | 210,164 | $$6M | -636,082 | -75.2% | 12Q | SEC ↗ |
| 45 | Maxi Investments CY Ltd | 193,400 | $$6M | — | +0.0% | 2Q | SEC ↗ |
| 46 | Nuveen, LLC | 188,344 | $$5M | -1,288 | -0.7% | 5Q | SEC ↗ |
| 47 | SG Americas Securities, LLC | 183,637 | $$5M | -902,214 | -83.1% | 5Q | SEC ↗ |
| 48 | UBS AM, a distinct business unit of UB | 178,984 | $$5M | +21,552 | +13.7% | 13Q | SEC ↗ |
| 49 | Swiss National Bank | 173,200 | $$5M | +2,400 | +1.4% | 13Q | SEC ↗ |
| 50 | Optiver Holding B.V. | 172,305 | $$5M | -195,229 | -53.1% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 7,504,100 | $$214M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,743,541 | $$107M |
| NORGES BANK | 1,141,425 | $$33M |
| VANGUARD FIDUCIARY TRUST CO | 597,310 | $$17M |
| Squarepoint Ops LLC | 531,387 | $$15M |
| Trexquant Investment LP | 226,197 | $$6M |
| AXA Investment Managers S.A. | 92,466 | $$3M |
| HRT FINANCIAL LP | 83,447 | $$2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 79,691 | $$2M |
| Headlands Technologies LLC | 79,501 | $$2M |
| CONGRESS ASSET MANAGEMENT CO | 76,407 | $$2M |
| WINTON GROUP Ltd | 75,900 | $$2M |
| Havemeyer Place LP | 59,216 | $$2M |
| Castle Hook Partners LP | 48,545 | $$1M |
| GMT Capital Corp | 42,000 | $$1M |
| Vanguard Global Advisers, LLC | 35,554 | $$1M |
| REX Advisers, LLC | 28,300 | $$808K |
| ALLSTATE CORP | 26,700 | $$763K |
| Bridgefront Capital, LLC | 25,038 | $$715K |
| Jain Global LLC | 24,542 | $$701K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Slate Path Capital LP | 2,731,974 | $$78M |
| Contour Asset Management LLC | 1,387,200 | $$40M |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 1,271,891 | $$36M |
| FULLER & THALER ASSET MANAGEMENT, I | 1,046,143 | $$30M |
| Tidal Investments LLC | 1,000,638 | $$29M |
| Azora Capital LP | 882,231 | $$25M |
| COATUE MANAGEMENT LLC | 870,947 | $$25M |
| TUDOR INVESTMENT CORP ET AL | 741,802 | $$21M |
| MANE GLOBAL CAPITAL MANAGEMENT LP | 673,712 | $$19M |
| WELLINGTON MANAGEMENT GROUP LLP | 489,219 | $$14M |
| Nishkama Capital, LLC | 487,060 | $$14M |
| Annex Advisory Services, LLC | 421,373 | $$12M |
| Rokos Capital Management LLP | 360,719 | $$10M |
| Hidden Lake Asset Management LP | 316,586 | $$9M |
| SUMMIT PARTNERS PUBLIC ASSET MANAGE | 300,000 | $$9M |
| TWO SIGMA INVESTMENTS, LP | 277,144 | $$8M |
| Carnegie Investment Counsel | 238,163 | $$7M |
| J. Goldman & Co LP | 211,152 | $$6M |
| Cubist Systematic Strategies, LLC | 194,854 | $$6M |
| Q Fund Management (Hong Kong) Ltd | 173,700 | $$5M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +2,554,591 | +154.6% | 4,206,615 |
| Halter Ferguson Financial Inc. | +1,052,039 | +253.3% | 1,467,360 |
| Balyasny Asset Management L.P. | +849,704 | +4310.6% | 869,416 |
| CITADEL ADVISORS LLC | +809,601 | +273.4% | 1,105,759 |
| DIMENSIONAL FUND ADVISORS LP | +744,190 | +267.1% | 1,022,780 |
| JANE STREET GROUP, LLC | +552,339 | +293.0% | 740,823 |
| Jericho Capital Asset Management L. | +531,000 | +11.9% | 5,011,809 |
| BARCLAYS PLC | +408,184 | +47.2% | 1,272,286 |
| Point72 Asset Management, L.P. | +385,881 | +104.2% | 756,060 |
| BAILLIE GIFFORD & CO | +349,366 | +46.0% | 1,108,295 |
| BlackRock, Inc. | +314,319 | +4.4% | 7,403,079 |
| UBS Group AG | +239,730 | +37.3% | 881,867 |
| CAPITAL FUND MANAGEMENT S.A. | +175,434 | +26.1% | 846,779 |
| D. E. Shaw & Co., Inc. | +164,297 | +150.5% | 273,487 |
| BNP PARIBAS FINANCIAL MARKETS | +156,461 | +260.5% | 216,523 |
| Holocene Advisors, LP | +125,892 | +1392.3% | 134,934 |
| GC Wealth Management RIA, LLC | +95,172 | +38.1% | 344,646 |
| KADENSA CAPITAL Ltd | +68,885 | +13.2% | 589,871 |
| Banco Santander, S.A. | +68,777 | +169.7% | 109,300 |
| PEAK6 LLC | +66,796 | +38.1% | 242,030 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | -2,032,448 | -80.1% | 505,978 |
| GOLDMAN SACHS GROUP INC | -1,745,762 | -52.8% | 1,559,486 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | -1,093,193 | -90.5% | 115,008 |
| Marex Group plc | -1,062,689 | -90.1% | 116,308 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -960,983 | -74.7% | 326,106 |
| SG Americas Securities, LLC | -902,214 | -83.1% | 183,637 |
| WELLS FARGO & COMPANY/MN | -636,082 | -75.2% | 210,164 |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | -622,425 | -64.1% | 347,881 |
| Clear Street Group Inc. | -506,508 | -24.6% | 1,555,206 |
| Man Group plc | -402,009 | -85.1% | 70,235 |
| Divisadero Street Capital Managemen | -280,411 | -75.8% | 89,589 |
| TWO SIGMA ADVISERS, LP | -269,900 | -89.1% | 33,000 |
| JPMORGAN CHASE & CO | -258,546 | -63.0% | 152,062 |
| MILLENNIUM MANAGEMENT LLC | -237,498 | -52.1% | 218,753 |
| Optiver Holding B.V. | -195,229 | -53.1% | 172,305 |
| VANGUARD GROUP INC | -167,065 | -2.0% | 8,073,659 |
| Schonfeld Strategic Advisors LLC | -152,526 | -69.3% | 67,525 |
| Walleye Capital LLC | -137,954 | -92.1% | 11,815 |
| HSBC HOLDINGS PLC | -132,246 | -31.5% | 288,044 |
| FRED ALGER MANAGEMENT, LLC | -121,438 | -10.8% | 1,006,130 |