UPST

Upstart Holdings Inc

Latest period2024 - Q4Total superinvestors35

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 35 superinvestors own shares of Upstart Holdings Inc (UPST), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Upstart Holdings Inc (UPST), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Upstart Holdings Inc (UPST) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Upstart Holdings Inc (UPST) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Marla Wooton@Miracle Mile Advisors, Llc
Recent Activity
0.06%
$2.49M
40,440 shares@ 61.58 avg price
Patricia Mullin@Gemmer Asset Management Llc
Recent Activity
Decreased -2.41%
0.11%
$1.109M
18,015 shares@ 61.57 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 0.22%
0.01%
$907,000
14,725 shares@ 61.6 avg price
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
Decreased -79%
0.04%
$759,343
12,333 shares@ 61.58 avg price
Stephanie Nee@Harbor Capital Advisors, Inc.
Recent Activity
Increased 12.51%
0.04%
$722,000
11,721 shares@ 61.6 avg price
Richard M. Dolson@Nisa Investment Advisors, Llc
Recent Activity
Decreased -45.23%
0.01%
$692,724
11,251 shares@ 61.57 avg price
Antti Toivainen@Mandatum Life Insurance Co Ltd
Recent Activity
New Position
0.12%
$372,499
6,050 shares@ 61.58 avg price
TIMOTHY BURKETT@Keeler & Nadler Financial Planning & Wealth Management
Recent Activity
Decreased -14.27%
0.18%
$369,851
6,007 shares@ 61.58 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
Decreased -97.61%
0.03%
$337,683
5,554 shares@ 60.8 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
0.03%
$318,009
5,165 shares@ 61.57 avg price