ETF Holdings Breakdown of UPST

News associated with UPST

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 09:18:48

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 05:50:46

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 08:22:59

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 06:12:52

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 07:56:53

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 08:06:48

Fico Stock Is Crashing: Look at Its "Upstart" Competitor Before Buying the Dip

In this video, Motley Fool contributors Jason Hall and Tyler Crowe break down why shares of Fair Isaac (NYSE: FICO) have crashed hard recently, whether it's worth buying, and why Jason thinks Upstart (NASDAQ: UPST) is a more compelling investment today. - 2025-06-11 09:02:00

2 AI Stocks Down 49% and 86% to Buy Before They Soar, According to Certain Wall Street Analysts

Certain Wall Street analysts see The Trade Desk (NASDAQ: TTD) and Upstart (NASDAQ: UPST) as no-brainer buying opportunities at their current prices, as detailed below: - 2025-06-09 07:50:00

Billionaires Are Buying 2 Artificial Intelligence (AI) Stocks That Wall Street Analysts Say Can Soar Up to 240%

Large asset managers are required to disclose their equity holdings in quarterly Forms 13F. Investors can use those filings to track which stocks billionaires are buying. For instance, several hedge fund managers bought Palantir Technologies (NASDAQ: PLTR) and Upstart (NASDAQ: UP - 2025-05-31 07:15:00

Barclays Forecasts Strong Price Appreciation for Upstart (NASDAQ:UPST) Stock

Upstart (NASDAQ:UPST – Get Free Report) had its price objective upped by analysts at Barclays from $42.00 to $47.00 in a note issued to investors on Monday,Benzinga reports. The brokerage presently has an “equal weight” rating on the stock. Barclays‘s target price suggests a potential downside of 12.44% from the stock’s previous close. A number […] - 2025-05-14 06:14:50

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

UPST institutional holdings

Date	ETF ISIN/Name	Num Shares	Book value
2025-06-26	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	56,842	USD 3,600,941
2025-06-26	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	28,534	USD 1,807,629
2025-06-26	IE00BYZK4883 (iShares Digitalisation UCITS Acc)	40,597	USD 2,571,820 1.4%
2025-06-26	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	964	USD 61,069
Total =		126,937	USD 8,041,459

Book value of shares is calculated on the adjusted close price of each day (row).

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