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 insiders
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)6,415,38330 Mar 20237.76%181,106,259
Blackrock Inc.3,228,41630 Mar 20233.91%91,138,182
Coatue Management LLC1,664,84330 Mar 20232.01%46,998,517
Bank of America Corporation1,641,36530 Mar 20231.99%46,335,733
JP Morgan Chase & Company1,354,41630 Mar 20231.64%38,235,163
Morgan Stanley1,238,03830 Mar 20231.50%34,949,812
State Street Corporation1,167,89630 Mar 20231.41%32,969,703
Geode Capital Management, LLC1,029,18230 Mar 20231.24%29,053,807
SG Americas Securities, LLC1,009,13330 Mar 20231.22%28,487,824
Norges Bank Investment Management849,09930 Dec 20221.03%23,970,064

Top mutual fund holders

HolderSharesDate reported% outValue
Vanguard Total Stock Market Index Fund2,127,68030 Dec 20222.61%60,064,405
Vanguard Small-Cap Index Fund1,793,12430 Dec 20222.20%50,619,889
Vanguard Small-Cap Growth Index Fund1,032,72830 Dec 20221.27%29,153,910
Vanguard Extended Market Index Fund968,78730 Dec 20221.19%27,348,856
Global X Fds-Global X Robotics & Artificial Intelligence Thematic ETF668,01330 Mar 20230.82%18,858,006
Morgan Stanley Inst Fd Inc-Growth Port523,74130 Dec 20220.64%14,785,208
Morgan Stanley Inst Fund Tr-Discovery Port373,46530 Dec 20220.46%10,542,916
Fidelity Extended Market Index Fund358,63727 Feb 20230.44%10,124,322
Brighthouse Fds Tr I-Morgan Stanley Discovery Port331,56730 Dec 20220.41%9,360,136
Schwab Strategic Tr-Schwab U.S. Small Cap ETF297,73127 Feb 20230.37%8,404,945