UPSTART HOLDINGS INC (UPST) Institutional Ownership Changes & 13F Activity

UPSTART HOLDINGS INC (UPST). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2021). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Vulcan Value Partners, Third Point, Whale Rock Capital Management, Renaissance Technologies LLC, and Independent Financial Group, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Advisors Asset Management, Inc.Buy+2,705—2,705$856.00KQ3 2021Aug 27, 2026
Independent Financial Group, LlcBuy+6,166—6,166$1.95MQ3 2021Jun 15, 2026
American State Bank (Iowa)Buy+10—10$3.16KQ3 2021Apr 14, 2026
Leonteq Securities AgSell-1,359-68.9%612$193.66KQ3 2021Mar 26, 2026
Vulcan Value PartnersBuy+2,729,357+179.4%4,250,461$1.35BQ3 2021Nov 15, 2021
Third PointSell-981,222-7.3%12,400,000$3.92BQ3 2021Nov 15, 2021
Whale Rock Capital ManagementBuy+829,995—829,995$262.64MQ3 2021Nov 15, 2021
Renaissance Technologies LLCBuy+254,900+38.2%922,900$292.04MQ3 2021Nov 12, 2021
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Frequently asked questions about UPST activity

  • Which institutional owners are buying UPST?

    Institutional owners buying UPST include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in UPST activity?

    "Buy" means an investor increased their reported position in UPST compared to the prior reporting period. This reflects growing exposure to UPSTART HOLDINGS INC (UPST) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in UPST increasing?

    Institutional interest in UPST can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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