ETF Holdings Breakdown of UPST

Stock NameUpstart HoldingsĀ Inc
TickerUPST(USD) NASDAQ
TYPECommon Stock
CountryUSA
ISINUS91680M1071

News associated with UPST

Upstart Holdings, Inc. (NASDAQ:UPST) Receives $70.54 Consensus Price Target from Analysts
Upstart Holdings, Inc. (NASDAQ:UPST – Get Free Report) has been assigned an average rating of “Hold” from the thirteen analysts that are currently covering the firm, MarketBeat Ratings reports. One analyst has rated the stock with a sell rating, seven have assigned a hold rating and five have assigned a buy rating to the company. […] - 2025-05-08 06:11:05
Upstart (NASDAQ:UPST) Upgraded at Bank of America
Bank of America upgraded shares of Upstart (NASDAQ:UPST – Free Report) from an underperform rating to a neutral rating in a research report released on Tuesday, MarketBeat Ratings reports. Bank of America currently has $53.00 price objective on the stock. UPST has been the topic of several other research reports. The Goldman Sachs Group boosted […] - 2025-05-02 05:54:51
First Trust Advisors LP Sells 67,821 Shares of Upstart Holdings, Inc. (NASDAQ:UPST)
First Trust Advisors LP decreased its position in shares of Upstart Holdings, Inc. (NASDAQ:UPST – Free Report) by 33.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 133,282 shares of the company’s stock after selling 67,821 shares during the period. First Trust […] - 2025-04-30 08:48:54
Cerity Partners LLC Invests $209,000 in Upstart Holdings, Inc. (NASDAQ:UPST)
Cerity Partners LLC purchased a new stake in shares of Upstart Holdings, Inc. (NASDAQ:UPST – Free Report) during the fourth quarter, Holdings Channel reports. The fund purchased 3,640 shares of the company’s stock, valued at approximately $209,000. Other institutional investors and hedge funds have also modified their holdings of the company. Rakuten Securities Inc. acquired […] - 2025-04-25 08:24:48
Wells Fargo & Company MN Cuts Stock Holdings in Upstart Holdings, Inc. (NASDAQ:UPST)
Wells Fargo & Company MN reduced its stake in Upstart Holdings, Inc. (NASDAQ:UPST – Free Report) by 64.4% during the fourth quarter, HoldingsChannel reports. The firm owned 60,768 shares of the company’s stock after selling 109,738 shares during the period. Wells Fargo & Company MN’s holdings in Upstart were worth $3,742,000 at the end of […] - 2025-04-23 07:30:50
Upstart Holdings, Inc. (NASDAQ:UPST) Stock Holdings Lifted by Invesco Ltd.
Invesco Ltd. grew its stake in shares of Upstart Holdings, Inc. (NASDAQ:UPST – Free Report) by 886.0% in the fourth quarter, Holdings Channel.com reports. The fund owned 709,684 shares of the company’s stock after buying an additional 637,706 shares during the quarter. Invesco Ltd.’s holdings in Upstart were worth $43,695,000 at the end of the […] - 2025-04-17 09:20:51
Upstart (NASDAQ:UPST) Price Target Lowered to $42.00 at Barclays
Upstart (NASDAQ:UPST – Get Free Report) had its price objective lowered by equities research analysts at Barclays from $93.00 to $42.00 in a report released on Monday,Benzinga reports. The brokerage currently has an “equal weight” rating on the stock. Barclays‘s price objective would indicate a potential upside of 3.83% from the company’s current price. Several […] - 2025-04-16 05:34:52
LPL Financial LLC Buys 23,324 Shares of Upstart Holdings, Inc. (NASDAQ:UPST)
LPL Financial LLC increased its stake in Upstart Holdings, Inc. (NASDAQ:UPST – Free Report) by 38.6% in the 4th quarter, Holdings Channel reports. The firm owned 83,719 shares of the company’s stock after purchasing an additional 23,324 shares during the period. LPL Financial LLC’s holdings in Upstart were worth $5,155,000 as of its most recent […] - 2025-04-09 07:32:53
Norges Bank Acquires Shares of 408,612 Upstart Holdings, Inc. (NASDAQ:UPST)
Norges Bank acquired a new position in shares of Upstart Holdings, Inc. (NASDAQ:UPST – Free Report) during the fourth quarter, Holdings Channel reports. The fund acquired 408,612 shares of the company’s stock, valued at approximately $25,158,000. Other institutional investors have also recently made changes to their positions in the company. Rakuten Securities Inc. purchased a […] - 2025-04-07 08:28:53
Sei Investments Co. Buys 11,982 Shares of Upstart Holdings, Inc. (NASDAQ:UPST)
Sei Investments Co. boosted its position in Upstart Holdings, Inc. (NASDAQ:UPST – Free Report) by 123.4% in the fourth quarter, HoldingsChannel.com reports. The firm owned 21,694 shares of the company’s stock after acquiring an additional 11,982 shares during the period. Sei Investments Co.’s holdings in Upstart were worth $1,336,000 as of its most recent SEC […] - 2025-04-07 07:28:50
Mitsubishi UFJ Asset Management Co. Ltd. Has $203,000 Holdings in Upstart Holdings, Inc. (NASDAQ:UPST)
Mitsubishi UFJ Asset Management Co. Ltd. decreased its position in Upstart Holdings, Inc. (NASDAQ:UPST – Free Report) by 55.2% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 3,165 shares of the company’s stock after selling 3,896 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s […] - 2025-04-04 08:12:57
Upstart Holdings, Inc. (NASDAQ:UPST) Holdings Lowered by Corebridge Financial Inc.
Corebridge Financial Inc. cut its stake in Upstart Holdings, Inc. (NASDAQ:UPST – Free Report) by 5.2% in the 4th quarter, HoldingsChannel reports. The fund owned 39,041 shares of the company’s stock after selling 2,146 shares during the period. Corebridge Financial Inc.’s holdings in Upstart were worth $2,404,000 at the end of the most recent reporting […] - 2025-04-02 08:27:11
Upstart Holdings, Inc. (NASDAQ:UPST) Shares Bought by Vanguard Group Inc.
Vanguard Group Inc. grew its position in Upstart Holdings, Inc. (NASDAQ:UPST – Free Report) by 5.0% during the fourth quarter, Holdings Channel reports. The firm owned 7,793,452 shares of the company’s stock after acquiring an additional 369,640 shares during the period. Vanguard Group Inc. owned approximately 0.09% of Upstart worth $479,843,000 as of its most […] - 2025-04-02 08:26:55
KLP Kapitalforvaltning AS Makes New Investment in Upstart Holdings, Inc. (NASDAQ:UPST)
KLP Kapitalforvaltning AS purchased a new stake in Upstart Holdings, Inc. (NASDAQ:UPST – Free Report) in the 4th quarter, Holdings Channel reports. The firm purchased 15,900 shares of the company’s stock, valued at approximately $979,000. A number of other large investors have also made changes to their positions in the company. Rakuten Securities Inc. acquired […] - 2025-03-31 07:57:04
Nasdaq Correction: 2 AI Stocks Down 33% and 86% to Buy Before They Soar, According to Wall Street
The Nasdaq Composite (NASDAQINDEX: ^IXIC) has spent much of March more than 10% off its all-time high, which put the index in correction territory. But Wall Street analysts see that drawdown an opportunity to buy shares of Arm Holdings (NASDAQ: ARM) and Upstart Holdings (NASDAQ: - 2025-03-25 08:00:00
Independent Advisor Alliance Sells 214 Shares of Upstart Holdings, Inc. (NASDAQ:UPST)
Independent Advisor Alliance cut its stake in Upstart Holdings, Inc. (NASDAQ:UPST – Free Report) by 4.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 4,942 shares of the company’s stock after selling 214 shares during the period. Independent Advisor […] - 2025-03-19 08:27:09
Daiwa Securities Group Inc. Sells 1,695 Shares of Upstart Holdings, Inc. (NASDAQ:UPST)
Daiwa Securities Group Inc. decreased its stake in shares of Upstart Holdings, Inc. (NASDAQ:UPST – Free Report) by 66.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 857 shares of the company’s stock after selling 1,695 shares during the quarter. Daiwa Securities […] - 2025-03-18 07:42:57
Buy 5 AI-Powered Non-Tech Stocks to Tap Massive Short-Term Potential
Here we present five AI-powered non-tech stocks have solid growth potential for 2025. These are: PYPL, V, UPST, NFLX, JCI. - 2025-03-13 14:03:00
Head to Head Comparison: Upstart (NASDAQ:UPST) versus Abits Group (NASDAQ:ABTS)
Upstart (NASDAQ:UPST – Get Free Report) and Abits Group (NASDAQ:ABTS – Get Free Report) are both finance companies, but which is the better business? We will contrast the two businesses based on the strength of their analyst recommendations, earnings, dividends, valuation, institutional ownership, profitability and risk. Institutional and Insider Ownership 63.0% of Upstart shares are […] - 2025-03-13 06:24:58
Upstart Holdings, Inc. (NASDAQ:UPST) Shares Sold by QRG Capital Management Inc.
QRG Capital Management Inc. lessened its stake in Upstart Holdings, Inc. (NASDAQ:UPST – Free Report) by 3.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 6,083 shares of the company’s stock after selling 221 shares during the quarter. QRG Capital Management Inc.’s […] - 2025-03-06 11:56:06
Proficio Capital Partners LLC Makes New $1.99 Million Investment in Upstart Holdings, Inc. (NASDAQ:UPST)
Proficio Capital Partners LLC purchased a new stake in shares of Upstart Holdings, Inc. (NASDAQ:UPST – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 32,263 shares of the company’s stock, valued at approximately $1,986,000. Other hedge funds and other […] - 2025-03-06 11:56:00
Reviewing Upstart (NASDAQ:UPST) and Walker & Dunlop (NYSE:WD)
Walker & Dunlop (NYSE:WD – Get Free Report) and Upstart (NASDAQ:UPST – Get Free Report) are both mid-cap finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their risk, earnings, dividends, analyst recommendations, institutional ownership, valuation and profitability. Earnings and Valuation This table compares Walker […] - 2025-03-04 06:46:53
Handelsbanken Fonder AB Has $1.19 Million Position in Upstart Holdings, Inc. (NASDAQ:UPST)
Handelsbanken Fonder AB boosted its stake in shares of Upstart Holdings, Inc. (NASDAQ:UPST – Free Report) by 30.2% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 19,400 shares of the company’s stock after purchasing an additional 4,500 shares during the period. Handelsbanken Fonder AB’s holdings in […] - 2025-02-28 09:23:02
State of New Jersey Common Pension Fund D Lowers Stock Position in Upstart Holdings, Inc. (NASDAQ:UPST)
State of New Jersey Common Pension Fund D lowered its position in shares of Upstart Holdings, Inc. (NASDAQ:UPST – Free Report) by 35.7% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 29,552 shares of the company’s stock after selling 16,417 shares during the period. State of New Jersey Common Pension Fund D’s holdings […] - 2025-02-26 09:06:50
Upstart (NASDAQ:UPST) Shares Up 8.3% on Analyst Upgrade
Upstart Holdings, Inc. (NASDAQ:UPST – Get Free Report) shares shot up 8.3% on Tuesday after Barclays raised their price target on the stock from $80.00 to $93.00. Barclays currently has an equal weight rating on the stock. Upstart traded as high as $88.15 and last traded at $89.24. 3,046,386 shares traded hands during mid-day trading, […] - 2025-02-20 06:18:57
Noteworthy Wednesday Option Activity: AKAM, IIPR, UPST
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Akamai Technologies Inc (Symbol: AKAM), where a total of 8,069 contracts have traded so far, representing approximately 806,900 underlying shares. That amounts to about - 2025-02-19 20:19:53
Upstart (NASDAQ:UPST) Upgraded at Morgan Stanley
Morgan Stanley upgraded shares of Upstart (NASDAQ:UPST – Free Report) from an underweight rating to an equal weight rating in a report issued on Friday morning, MarketBeat.com reports. They currently have $70.00 price objective on the stock, up from their previous price objective of $12.00. Other equities analysts have also issued research reports about the […] - 2025-02-17 06:58:59
Mirae Asset Global Investments Co. Ltd. Sells 337 Shares of Upstart Holdings, Inc. (NASDAQ:UPST)
Mirae Asset Global Investments Co. Ltd. trimmed its position in Upstart Holdings, Inc. (NASDAQ:UPST – Free Report) by 2.3% in the fourth quarter, Holdings Channel reports. The fund owned 14,093 shares of the company’s stock after selling 337 shares during the quarter. Mirae Asset Global Investments Co. Ltd.’s holdings in Upstart were worth $956,000 at […] - 2025-02-12 08:40:49
Upstart (UPST) Q4 2024 Earnings Call Transcript
Image source: The Motley Fool. - 2025-02-12 04:45:15
Upstart (UPST) Q4 2024 Earnings Call Transcript
Image source: The Motley Fool. - 2025-02-12 04:45:15

UPST institutional holdings

The following institutional investment holdings of UPST have been identified

Date ETF ISIN/Name Num Shares Book value
2025-05-08 IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc)) 56,227USD 2,694,960
2025-05-08 IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc) 29,326USD 1,405,595 3.1%
2025-05-08 IE00BYZK4883 (iShares Digitalisation UCITS Acc) 34,368USD 1,647,258
2025-05-08 IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc)) 554USD 26,553
Total =120,475 USD 5,774,366
Book value of shares is calculated on the adjusted close price of each day (row).

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