ETF Holdings Breakdown of UPST

Stock Name	Upstart Holdings Inc
Ticker	UPST(USD) NASDAQ
TYPE	Common Stock
Country	USA
ISIN	US91680M1071

UPST institutional holdings

The following institutional investment holdings of UPST have been identified

Date ETF ISIN/Name Num Shares Book value
2025-10-17 IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc) 33,404 USD 1,553,286

2025-10-17 IE00BYZK4883 (iShares Digitalisation UCITS Acc) 38,477 USD 1,789,181

2025-10-17 IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc)) 61,521 USD 2,860,727

2025-10-17 IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc)) 700 USD 32,550

Total = 134,102 USD 6,235,744
Book value of shares is calculated on the adjusted close price of each day (row).

Date	ETF ISIN/Name	Num Shares	Book value
2025-10-17	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	33,404	USD 1,553,286
2025-10-17	IE00BYZK4883 (iShares Digitalisation UCITS Acc)	38,477	USD 1,789,181
2025-10-17	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	61,521	USD 2,860,727
2025-10-17	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	700	USD 32,550
Total =	134,102	USD 6,235,744

News associated with UPST

INTU vs. UPST: Which AI-Driven Fintech Stock Offers Better Upside Now?: Upstart's AI-fueled lending surge and broadening product suite give it an edge over Intuit's steady fintech growth. - 2025-09-16 12:21:00
Notable Wednesday Option Activity: MCY, UPST, ADBE: Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Mercury General Corp. (Symbol: MCY), where a total of 11,990 contracts have traded so far, representing approximately 1.2 million underlying shares. That amounts to abou - 2025-09-10 16:25:49
Upstart Holdings, Inc. (NASDAQ:UPST) Sees Large Growth in Short Interest: Upstart Holdings, Inc. (NASDAQ:UPST – Get Free Report) saw a large growth in short interest in August. As of August 15th, there was short interest totaling 22,460,000 shares, a growth of 28.1% from the July 31st total of 17,530,000 shares. Based on an average daily volume of 6,320,000 shares, the days-to-cover ratio is presently 3.6 […] - 2025-09-10 05:14:50
Upstart Holdings, Inc. (NASDAQ:UPST) Receives $78.54 Average Target Price from Analysts: Shares of Upstart Holdings, Inc. (NASDAQ:UPST – Get Free Report) have been given an average recommendation of “Hold” by the fourteen research firms that are presently covering the company, Marketbeat Ratings reports. One equities research analyst has rated the stock with a sell recommendation, seven have issued a hold recommendation and six have assigned a […] - 2025-09-10 02:49:12
Why Upstart Stock Lost 10% in August: Key PointsUpstart delivered solid headline numbers in its Q2 report, but concerns about its take rate, inflation, and overvaluation overshadowed them. - 2025-09-08 08:30:00
Upstart's AI Underwriting Edge: Can It Keep Driving Loan Growth?: UPST's AI-driven underwriting is fueling record loan originations, margin gains, and expansion into auto and home equity lending. - 2025-09-05 11:54:00
Commit To Purchase Upstart Holdings At $47.50, Earn 19.5% Using Options: Investors eyeing a purchase of Upstart Holdings Inc (Symbol: UPST) stock, but tentative about paying the going market price of $70.45/share, might benefit from considering selling puts among the alternative strategies at their disposal. One interesting put contract in particula - 2025-09-02 14:26:13
Upstart (NASDAQ:UPST) Shares Gap Up Following Analyst Upgrade: Upstart Holdings, Inc. (NASDAQ:UPST – Get Free Report) gapped up before the market opened on Wednesday after JPMorgan Chase & Co. upgraded the stock from a neutral rating to an overweight rating. The stock had previously closed at $61.59, but opened at $63.31. JPMorgan Chase & Co. now has a $88.00 price target on the […] - 2025-08-22 02:01:06
Upstart (NASDAQ:UPST) Rating Increased to Overweight at JPMorgan Chase & Co.: JPMorgan Chase & Co. upgraded shares of Upstart (NASDAQ:UPST – Free Report) from a neutral rating to an overweight rating in a report released on Wednesday, MarketBeat.com reports. They currently have $88.00 price objective on the stock, down from their previous price objective of $93.00. Several other analysts have also recently weighed in on the […] - 2025-08-21 05:31:03
Mitsubishi UFJ Asset Management Co. Ltd. Has $162,000 Stock Holdings in Upstart Holdings, Inc. (NASDAQ:UPST): Mitsubishi UFJ Asset Management Co. Ltd. grew its position in Upstart Holdings, Inc. (NASDAQ:UPST – Free Report) by 11.2% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 3,518 shares of the company’s stock after purchasing an additional 353 shares during the period. Mitsubishi UFJ […] - 2025-08-15 04:46:56
Stock Traders Purchase Large Volume of Upstart Call Options (NASDAQ:UPST): Upstart Holdings, Inc. (NASDAQ:UPST – Get Free Report) saw unusually large options trading on Tuesday. Investors acquired 51,642 call options on the stock. Thisisanincreaseofapproximately15% compared to the average daily volume of 44,842 call options. Insider Buying and Selling In related news, CFO Sanjay Datta sold 13,512 shares of the company’s stock in a transaction that […] - 2025-08-14 02:38:56
Upstart Upsizes Private Offering To $600 Mln Of 0% Convertible Senior Notes Due 2032: (RTTNews) - Upstart Holdings Inc. (UPST) announced the pricing of $600 million aggregate principal amount of 0% Convertible Senior Notes due 2032 in a private offering. The aggregate principal amount of the offering was increased from the previously announced offering size of $50 - 2025-08-12 02:10:46
3 Growth Stocks to Invest $1,000 in Right Now: Key PointsUpstart's growth following its 2023/2024 slowdown looks like it’s going to stick this time around. - 2025-08-10 22:15:00
UPST Crosses Above Average Analyst Target: In recent trading, shares of Upstart Holdings Inc (Symbol: UPST) have crossed above the average analyst 12-month target price of $67.25, changing hands for $69.53/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on - 2025-08-08 08:32:28
Upstart Holdings, Inc. (NASDAQ:UPST) Shares Acquired by Zurcher Kantonalbank Zurich Cantonalbank: Zurcher Kantonalbank Zurich Cantonalbank grew its position in Upstart Holdings, Inc. (NASDAQ:UPST – Free Report) by 10.8% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 21,825 shares of the company’s stock after purchasing an additional 2,132 shares during the period. Zurcher Kantonalbank […] - 2025-08-05 05:06:52
Cwm LLC Has $191,000 Stock Position in Upstart Holdings, Inc. (NASDAQ:UPST): Cwm LLC raised its position in shares of Upstart Holdings, Inc. (NASDAQ:UPST – Free Report) by 211.0% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,152 shares of the company’s stock after purchasing an additional 2,817 shares […] - 2025-07-28 06:28:46
Jennison Associates LLC Increases Stock Position in Upstart Holdings, Inc. (NASDAQ:UPST): Jennison Associates LLC raised its position in Upstart Holdings, Inc. (NASDAQ:UPST – Free Report) by 22.8% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 11,177 shares of the company’s stock after purchasing an additional 2,078 shares during the period. Jennison […] - 2025-07-23 06:20:57
Upstart Holdings, Inc. (NASDAQ:UPST) Receives $71.62 Consensus Target Price from Analysts: Shares of Upstart Holdings, Inc. (NASDAQ:UPST – Get Free Report) have been given an average rating of “Hold” by the fourteen research firms that are covering the stock, MarketBeat.com reports. One research analyst has rated the stock with a sell rating, eight have issued a hold rating and five have assigned a buy rating to […] - 2025-07-22 02:45:39
Arizona State Retirement System Boosts Stock Holdings in Upstart Holdings, Inc. (NASDAQ:UPST): Arizona State Retirement System boosted its position in shares of Upstart Holdings, Inc. (NASDAQ:UPST – Free Report) by 6.7% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 23,530 shares of the company’s stock after buying an additional 1,469 shares […] - 2025-07-21 05:01:05
Teacher Retirement System of Texas Purchases New Position in Upstart Holdings, Inc. (NASDAQ:UPST): Teacher Retirement System of Texas purchased a new stake in Upstart Holdings, Inc. (NASDAQ:UPST – Free Report) in the 1st quarter, HoldingsChannel reports. The firm purchased 11,947 shares of the company’s stock, valued at approximately $550,000. Several other institutional investors and hedge funds have also recently modified their holdings of UPST. Atria Investments Inc purchased […] - 2025-07-17 07:08:54
Nisa Investment Advisors LLC Lowers Holdings in Upstart Holdings, Inc. (NASDAQ:UPST): Nisa Investment Advisors LLC trimmed its position in Upstart Holdings, Inc. (NASDAQ:UPST – Free Report) by 4.5% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 10,745 shares of the company’s stock after selling 506 shares during the quarter. Nisa Investment Advisors LLC’s holdings in Upstart were worth $495,000 as of its most […] - 2025-07-17 05:07:01
Upstart Holdings, Inc. (NASDAQ:UPST) Shares Acquired by Principal Financial Group Inc.: Principal Financial Group Inc. raised its holdings in Upstart Holdings, Inc. (NASDAQ:UPST – Free Report) by 1,675.4% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 118,687 shares of the company’s stock after acquiring an additional 112,002 shares during the quarter. Principal Financial Group […] - 2025-07-17 04:35:02
Upstart Holdings, Inc. (NASDAQ:UPST) Insider Sells $457,701.98 in Stock: Upstart Holdings, Inc. (NASDAQ:UPST – Get Free Report) insider Natalia Mirgorodskaya sold 6,533 shares of Upstart stock in a transaction dated Wednesday, July 2nd. The shares were sold at an average price of $70.06, for a total value of $457,701.98. Following the completion of the sale, the insider owned 24,623 shares of the company’s stock, […] - 2025-07-09 06:22:55
Vontobel Holding Ltd. Grows Holdings in Upstart Holdings, Inc. (NASDAQ:UPST): Vontobel Holding Ltd. grew its holdings in Upstart Holdings, Inc. (NASDAQ:UPST – Free Report) by 51.8% during the first quarter, HoldingsChannel.com reports. The firm owned 5,769 shares of the company’s stock after acquiring an additional 1,969 shares during the quarter. Vontobel Holding Ltd.’s holdings in Upstart were worth $266,000 at the end of the most […] - 2025-07-09 04:58:55
International Assets Investment Management LLC Grows Position in Upstart Holdings, Inc. (NASDAQ:UPST): International Assets Investment Management LLC increased its position in shares of Upstart Holdings, Inc. (NASDAQ:UPST – Free Report) by 127.4% during the first quarter, HoldingsChannel reports. The institutional investor owned 12,630 shares of the company’s stock after buying an additional 7,076 shares during the quarter. International Assets Investment Management LLC’s holdings in Upstart were worth […] - 2025-06-27 06:18:48
Upstart Holdings, Inc. (NASDAQ:UPST) Receives $66.96 Average Price Target from Brokerages: Shares of Upstart Holdings, Inc. (NASDAQ:UPST – Get Free Report) have been given a consensus recommendation of “Hold” by the fourteen research firms that are currently covering the company, MarketBeat.com reports. One investment analyst has rated the stock with a sell rating, eight have assigned a hold rating and five have assigned a buy rating […] - 2025-06-27 02:50:46
Dave Girouard Sells 41,667 Shares of Upstart Holdings, Inc. (NASDAQ:UPST) Stock: Upstart Holdings, Inc. (NASDAQ:UPST – Get Free Report) CEO Dave Girouard sold 41,667 shares of Upstart stock in a transaction that occurred on Friday, June 20th. The shares were sold at an average price of $60.05, for a total transaction of $2,502,103.35. Following the completion of the transaction, the chief executive officer now owns 52,614 […] - 2025-06-26 05:22:59
Upstart (NASDAQ:UPST) Upgraded at Piper Sandler: Upstart (NASDAQ:UPST – Get Free Report) was upgraded by stock analysts at Piper Sandler to an “overweight” rating in a note issued to investors on Tuesday, Marketbeat.com reports. The firm currently has a $75.00 price objective on the stock. Piper Sandler’s price objective would suggest a potential upside of 20.12% from the stock’s previous close. […] - 2025-06-26 03:12:52
Upstart Holdings, Inc. (NASDAQ:UPST) Shares Sold by Handelsbanken Fonder AB: Handelsbanken Fonder AB decreased its holdings in Upstart Holdings, Inc. (NASDAQ:UPST – Free Report) by 1.5% in the 1st quarter, HoldingsChannel reports. The firm owned 19,100 shares of the company’s stock after selling 300 shares during the quarter. Handelsbanken Fonder AB’s holdings in Upstart were worth $879,000 as of its most recent SEC filing. Other […] - 2025-06-16 04:56:53
GAMMA Investing LLC Purchases 75,154 Shares of Upstart Holdings, Inc. (NASDAQ:UPST): GAMMA Investing LLC lifted its position in shares of Upstart Holdings, Inc. (NASDAQ:UPST – Free Report) by 5,575.2% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 76,502 shares of the company’s stock after purchasing an additional 75,154 shares during […] - 2025-06-12 05:06:48

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