UPST - Upstart Holdings, Inc. Stock Price, Fair Value and News
23.44USD+0.61 (+2.67%)Market Closed
Which funds bought or sold UPST recently?
Which funds are the top buyers of UPST?
| Fund Name | # Shares | $ Value | % Port. |
|---|---|---|---|
| VANGUARD GROUP INC | 7,013,920 | 286,589,000 | 0.01% |
| BlackRock Inc. | 5,532,380 | 226,053,000 | 0.01% |
| D. E. Shaw & Co., Inc. | 3,324,440 | 135,837,000 | 0.12% |
| GOLDMAN SACHS GROUP INC | 2,417,630 | 98,784,500 | 0.01% |
| MORGAN STANLEY | 2,132,560 | 87,136,500 | 0.01% |
| JANE STREET GROUP, LLC | 1,911,770 | 78,115,000 | 0.02% |
| STATE STREET CORP | 1,835,470 | 74,997,300 | - |
| GEODE CAPITAL MANAGEMENT, LLC | 1,603,460 | 65,524,900 | 0.01% |
| CastleKnight Management LP | 1,500,000 | 1,114,340 | 0.06% |
| BANK OF MONTREAL /CAN/ | 1,392,200 | 61,855,400 | 0.02% |
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 | 1,987,100 | 2.61% |
| WMG Financial Advisors, LLC | 2,089,250 | 1.36% |
| Connective Portfolio Management, LLC | 449,460 | 0.92% |
| Zweig-DiMenna Associates LLC | 7,710,000 | 0.87% |
| Legacy Capital Group California, Inc. | 1,501,970 | 0.58% |
| Tyler-Stone Wealth Management | 1,141,100 | 0.57% |
| FORA Capital, LLC | 4,729,140 | 0.41% |
| JAT Capital Mgmt LP | 2,139,020 | 0.40% |
| Coastal Bridge Advisors, LLC | 1,458,210 | 0.37% |
Trend of No. of funds that hold UPST
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
| Fund Name | $ Bought |
|---|---|
| NORGES BANK | 19,017,000 |
| Pathstone Holdings, LLC | 16,162,000 |
| PATHSTONE FAMILY OFFICE, LLC | 11,332,100 |
| TWO SIGMA ADVISERS, LP | 9,422,320 |
| Sculptor Capital LP | 7,301,680 |
| Sculptor Capital LP | 7,301,680 |
| MARSHALL WACE, LLP | 5,605,990 |
| Susquehanna Portfolio Strategies, LLC | 5,329,740 |
Additions
Reductions
| Fund Name | % Reduced |
|---|---|
| C M BIDWELL & ASSOCIATES LTD | -99.8 |
| Cubist Systematic Strategies, LLC | -92.72 |
| VICTORY CAPITAL MANAGEMENT INC | -91.79 |
| Optiver Holding B.V. | -85.89 |
| TSFG, LLC | -83.8 |
| Larson Financial Group LLC | -82.27 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -77.05 |
| AMALGAMATED BANK | -76.53 |
Sold off
| Fund Name | $ Sold |
|---|---|
| Freshford Capital Management, LLC | -6,235,080 |
| Myriad Asset Management Ltd. | -6,052,000 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | -2,534,180 |
| State of New Jersey Common Pension Fund D | -2,139,330 |
| Ergoteles LLC | -1,572,630 |
| Trexquant Investment LP | -1,529,030 |
| IMC-Chicago, LLC | -1,080,500 |
| Rollins Financial | -1,075,730 |