UPST — Upstart Hldgs Inc Institutional Holders · Q3 2026
Who owns Upstart Hldgs Inc (UPST)? 14 institutions reported holding $195,463 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($99,018), GAMMA Investing LLC ($54,027), Versant Capital Management, Inc ($25,841).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $99,018 | 4,307 | Added |
| 2 | GAMMA Investing LLC | $54,027 | 2,350 | Added |
| 3 | Versant Capital Management, Inc | $25,841 | 1,124 | Trimmed |
| 4 | Rosenberg Matthew Hamilton | $6,897 | 300 | Hold |
| 5 | MassMutual Private Wealth & Trust, FSB | $4,690 | 204 | Hold |
| 6 | GK Wealth Management LLC | $2,299 | 100 | New |
| 7 | ELEVATION WEALTH PARTNERS, LLC | $943 | 41 | New |
| 8 | Retirement Wealth Solutions LLC | $782 | 34 | Added |
| 9 | CoreCap Advisors, LLC | $460 | 20 | Trimmed |
| 10 | Planning Strategies Inc. | $414 | 18 | Added |
| 11 | Investors Research Corp | $92 | 4 | Hold |
| 12 | Venture Visionary Partners LLC | $0 | 0 | Exited |
| 13 | Galvin, Gaustad & Stein, LLC | $0 | 0 | Exited |
| 14 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30