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UPST - Upstart Holdings, Inc. Stock Price, Fair Value and News
25.41
USD
-0.20
(-0.78%)
Delayed
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UPST
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Funds-Owners-Holders
Which funds bought or sold UPST recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-05-17
National Wealth Management Group, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-17
Aspect Partners, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-17
VIMA LLC
ADDED
Premium
Premium
Premium
Premium
376
2024-05-16
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
REDUCED
Premium
Premium
Premium
Premium
72,491
2024-05-16
Ancora Advisors LLC
UNCHANGED
Premium
Premium
Premium
Premium
1,200
2024-05-16
JANE STREET GROUP, LLC
REDUCED
Premium
Premium
Premium
Premium
553,195
2024-05-16
JANE STREET GROUP, LLC
NEW
Premium
Premium
Premium
Premium
275,000
2024-05-16
Global Financial Private Client, LLC
UNCHANGED
Premium
Premium
Premium
Premium
15.00
2024-05-16
COMERICA BANK
ADDED
Premium
Premium
Premium
Premium
2,313
2024-05-15
AQR CAPITAL MANAGEMENT LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-15
Point72 Asset Management, L.P.
NEW
Premium
Premium
Premium
Premium
746,645
2024-05-15
D. E. Shaw & Co., Inc.
REDUCED
Premium
Premium
Premium
Premium
2,027,470
2024-05-15
JANUS HENDERSON GROUP PLC
ADDED
Premium
Premium
Premium
Premium
32,609
2024-05-15
CITADEL ADVISORS LLC
REDUCED
Premium
Premium
Premium
Premium
497,512
2024-05-15
GOLDMAN SACHS GROUP INC
REDUCED
Premium
Premium
Premium
Premium
836,186
2024-05-15
Royal Bank of Canada
REDUCED
Premium
Premium
Premium
Premium
16,108
2024-05-15
SHELTON CAPITAL MANAGEMENT
REDUCED
Premium
Premium
Premium
Premium
20,000
2024-05-15
Sculptor Capital LP
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-15
Voya Investment Management LLC
REDUCED
Premium
Premium
Premium
Premium
23,927
2024-05-15
COATUE MANAGEMENT LLC
ADDED
Premium
Premium
Premium
Premium
870,947
2024-05-15
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
REDUCED
Premium
Premium
Premium
Premium
136
2024-05-15
WEDBUSH SECURITIES INC
ADDED
Premium
Premium
Premium
Premium
13,605
2024-05-15
TWO SIGMA INVESTMENTS, LP
REDUCED
Premium
Premium
Premium
Premium
37,300
2024-05-15
Hilltop Holdings Inc.
REDUCED
Premium
Premium
Premium
Premium
27,610
2024-05-15
ALGERT GLOBAL LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
Rows per page:
10
25
50
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1–25 of 385
Which funds are the top buyers of UPST?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
7,128,980
191,698,000
-
BlackRock Inc.
5,344,970
143,726,000
-
MORGAN STANLEY
2,256,370
60,673,700
-
D. E. Shaw & Co., Inc.
2,027,470
54,518,700
0.05%
STATE STREET CORP
1,868,180
50,235,400
-
GEODE CAPITAL MANAGEMENT, LLC
1,667,030
44,832,900
-
SUSQUEHANNA INTERNATIONAL GROUP, LLP
1,459,040
39,233,600
0.01%
VOLORIDGE INVESTMENT MANAGEMENT, LLC
1,018,530
27,388,200
0.10%
COATUE MANAGEMENT LLC
870,947
23,419,800
0.09%
GOLDMAN SACHS GROUP INC
836,186
22,485,000
-
Rows per page:
10
1–10 of 37
Which funds have put a big percent of portfolio in UPST?
Fund Name
$ Value
% Port.
Brainard Capital Management LLC
6,223,570
4.76%
Capital Impact Advisors, LLC
1,193,080
1.55%
Eschler Asset Management LLP
1,344,500
0.87%
WMG Financial Advisors, LLC
1,321,160
0.76%
SEVEN EIGHT CAPITAL, LP
5,092,560
0.53%
Zweig-DiMenna Associates LLC
5,073,960
0.44%
Azora Capital LP
5,653,380
0.41%
Legacy Capital Group California, Inc.
963,496
0.36%
Tyler-Stone Wealth Management
743,971
0.33%
AtonRa Partners
161,765
0.32%
Rows per page:
10
1–10 of 63
Trend of No. of funds that hold UPST
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
Point72 Asset Management, L.P.
20,077,300
PATHSTONE FAMILY OFFICE, LLC
11,332,100
Azora Capital LP
5,653,380
CAPITAL FUND MANAGEMENT S.A.
3,741,850
TWO SIGMA SECURITIES, LLC
1,712,540
Entropy Technologies, LP
1,357,970
Eschler Asset Management LLP
1,344,500
Amalgamated Financial Corp.
1,187,000
Additions
Fund Name
% Increased
Heritage Wealth Advisors
20,137
SUSQUEHANNA INTERNATIONAL GROUP, LLP
4,046
American Portfolios Advisors
2,255
Magnetar Financial LLC
1,106
Cutler Group LLC / CA
713
Avior Wealth Management, LLC
600
Headlands Technologies LLC
598
Quest Partners LLC
545
Reductions
Fund Name
% Reduced
TWO SIGMA INVESTMENTS, LP
-96.48
TWO SIGMA ADVISERS, LP
-96.18
Tower Research Capital LLC (TRC)
-96.03
TSFG, LLC
-83.8
PICTET ASSET MANAGEMENT Holding SA
-79.74
Squarepoint Ops LLC
-79.2
AMALGAMATED BANK
-76.53
NATIXIS
-74.89
Sold off
Fund Name
$ Sold
NORGES BANK
-19,017,000
Sculptor Capital LP
-7,301,680
Carnegie Capital Asset Management, LLC
-7,009,860
Myriad Asset Management Ltd.
-6,052,000
Susquehanna Portfolio Strategies, LLC
-5,329,740
TWINBEECH CAPITAL LP
-4,824,790
FORA Capital, LLC
-4,729,140
BANQUE PICTET & CIE SA
-2,941,920