UPST - Upstart Holdings, Inc.

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
Insider Roster
Insider Transactions

Major Holders

Currency in USD
Breakdown
16.05%% of Shares Held by All Insider
37.58%% of Shares Held by Institutions
44.77%% of Float Held by Institutions
379Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
Vanguard Group, Inc. (The)6,415,383Mar 30, 20237.76%190,857,644
Blackrock Inc.3,228,416Mar 30, 20233.91%96,045,376
Coatue Management LLC1,664,843Mar 30, 20232.01%49,529,079
Bank of America Corporation1,641,365Mar 30, 20231.99%48,830,608
JP Morgan Chase & Company1,354,416Mar 30, 20231.64%40,293,876
Morgan Stanley1,238,038Mar 30, 20231.50%36,831,630
State Street Corporation1,167,896Mar 30, 20231.41%34,744,906
Geode Capital Management, LLC1,029,182Mar 30, 20231.24%30,618,164
SG Americas Securities, LLC1,009,133Mar 30, 20231.22%30,021,706
Norges Bank Investment Management849,099Dec 30, 20221.03%25,260,695

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
Vanguard Total Stock Market Index Fund2,127,680Dec 30, 20222.61%63,298,480
Vanguard Small-Cap Index Fund1,793,124Dec 30, 20222.20%53,345,439
Vanguard Small-Cap Growth Index Fund1,032,728Dec 30, 20221.27%30,723,658
Vanguard Extended Market Index Fund968,787Dec 30, 20221.19%28,821,413
Global X Fds-Global X Robotics & Artificial Intelligence Thematic ETF668,013Mar 30, 20230.82%19,873,386
Morgan Stanley Inst Fd Inc-Growth Port523,741Dec 30, 20220.64%15,581,294
Morgan Stanley Inst Fund Tr-Discovery Port373,465Dec 30, 20220.46%11,110,583
Fidelity Extended Market Index Fund358,637Feb 27, 20230.44%10,669,450
Brighthouse Fds Tr I-Morgan Stanley Discovery Port331,567Dec 30, 20220.41%9,864,118
Schwab Strategic Tr-Schwab U.S. Small Cap ETF297,731Feb 27, 20230.37%8,857,497