UPST

Upstart Holdings Inc

Latest period2024 - Q4Total superinvestors75

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, 75 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

SuperinvestorPortfolio %Reported Value
Laura Taylor@Imc-chicago, Llc
Recent Activity
Increased 707.36%
0.01%
$8.45M
137,242 shares@ 61.58 avg price
Joost van der Linden@Robeco Institutional Asset Management B.v.
Recent Activity
0.01%
$4.618M
75,000 shares@ 61.57 avg price
Marla Wooton@Miracle Mile Advisors, Llc
Recent Activity
0.06%
$2.49M
40,440 shares@ 61.58 avg price
Miguel Barcos@Union Bancaire Privee, Ubp Sa
Recent Activity
New Position
0.02%
$2.057M
32,842 shares@ 62.64 avg price
Simone Gehner@Tci Wealth Advisors, Inc.
Recent Activity
Decreased -30.29%
0.17%
$1.921M
31,195 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
Michael Herman@Apollon Wealth Management, Llc
Recent Activity
Increased 10.03%
0.03%
$1.045M
16,978 shares@ 61.57 avg price
Moshe Luchins@Zweig-dimenna Associates Llc
Recent Activity
0.08%
$1.005M
16,319 shares@ 61.58 avg price
ALI ZAMANI@Steelpeak Wealth, Llc
Recent Activity
Decreased -24.46%
0.04%
$962,771
15,637 shares@ 61.58 avg price
Jeffrey S. Dabbs@Kercheville Advisors, Llc
Recent Activity
Increased 49.76%
0.36%
$926,629
15,050 shares@ 61.58 avg price

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