New Positions
80 managers initiated
Top five by reported value
Upstart Holdings Inc NASDAQ NMS - GLOBAL MARKET:UPST
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
80 new120 added200 reduced94 exited
Total Institutional Holders
398
as of 2025-12-31
Top Holder
VANGUARD GROUP INC
$353.1M
Largest QoQ Increase
MORGAN STANLEY
+2,554,591 sh
Largest QoQ Decrease
CITADEL ADVISORS LLC
-3,125,099 sh
New Positions(80)
Added To(120)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MORGAN STANLEY | 4,206,615 | +2,554,591 | $184.0M | +$100.0M | 154.6% |
| Clear Street Group Inc. | 2,574,714 | +2,003,502 | $112.6M | +$83.6M | 350.7% |
| BANK OF AMERICA CORP /DE/ | 2,538,426 | +1,389,467 | $111.0M | +$52.6M | 120.9% |
| BARCLAYS PLC | 1,441,771 | +542,361 | $93.3M | +$47.6M | 60.3% |
| NORGES BANK | 1,141,425 | +889,340 | $49.9M | +$39.8M | 352.8% |
| BlackRock, Inc. | 7,088,760 | +232,722 | $310.0M | -$38.3M | 3.4% |
| Point72 Asset Management, L.P. | 470,779 | +446,179 | $20.6M | +$19.3M | 1813.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,068,515 | +26,734 | $90.5M | -$13.3M | 1.3% |
| DIMENSIONAL FUND ADVISORS LP | 278,590 | +220,829 | $12.2M | +$9.2M | 382.3% |
| GOLDMAN SACHS GROUP INC | 1,677,624 | +62,976 | $73.4M | -$8.7M | 3.9% |
| J. Goldman & Co LP | 277,152 | +207,152 | $12.1M | +$8.6M | 295.9% |
| Jericho Capital Asset Management L.P. | 5,011,809 | +531,000 | $219.2M | -$8.5M | 11.8% |
| Annex Advisory Services, LLC | 421,373 | +214,279 | $18.4M | +$7.9M | 103.5% |
| Halter Ferguson Financial Inc. | 415,321 | +209,915 | $18.2M | +$7.7M | 102.2% |
| WELLINGTON MANAGEMENT GROUP LLP | 489,219 | +331,675 | $21.4M | +$7.6M | 210.5% |
| Schonfeld Strategic Advisors LLC | 220,051 | +172,925 | $9.6M | +$7.2M | 366.9% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,208,201 | +29,524 | $52.8M | -$7.0M | 2.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 745,836 | +4,406 | $32.6M | -$5.0M | 0.6% |
| PEAK6 LLC | 428,317 | +158,666 | $18.7M | +$5.0M | 58.8% |
| Jefferies Financial Group Inc. | 154,031 | +107,031 | $6.7M | +$4.3M | 227.7% |
| CAPITAL FUND MANAGEMENT S.A. | 1,384,745 | +269,237 | $60.6M | +$3.9M | 24.1% |
| CITIGROUP INC | 563,645 | +13,507 | $24.6M | -$3.3M | 2.5% |
| Neo Ivy Capital Management | 140,275 | +76,919 | $6.1M | +$2.9M | 121.4% |
| SummitTX Capital, L.P. | 85,223 | +66,752 | $3.7M | +$2.8M | 361.4% |
| Credit Agricole S A | 165,801 | +72,889 | $7.3M | +$2.5M | 78.4% |
| Private Advisor Group, LLC | 71,323 | +55,591 | $3.1M | +$2.3M | 353.4% |
| D. E. Shaw & Co., Inc. | 2,173,387 | +259,597 | $95.0M | -$2.2M | 13.6% |
| FIRST TRUST ADVISORS LP | 318,547 | +81,416 | $13.9M | +$1.9M | 34.3% |
| Sepio Capital, LP | 33,405 | +28,000 | $1.5M | +$1.2M | 518.0% |
| Banco Santander, S.A. | 40,523 | +26,523 | $1.8M | +$1.1M | 189.4% |
| Swiss National Bank | 170,800 | +4,800 | $7.5M | -$963.7K | 2.9% |
| XTX Topco Ltd | 30,520 | +20,046 | $1.3M | +$802.6K | 191.4% |
| State of New Jersey Common Pension Fund D | 56,894 | +23,407 | $2.5M | +$786.8K | 69.9% |
| GC Wealth Management RIA, LLC | 249,474 | +19,402 | $10.9M | -$778.2K | 8.4% |
| Virtus ETF Advisers LLC | 20,507 | +14,837 | $1.1M | +$775.7K | 261.7% |
| Walleye Capital LLC | 368,769 | +36,462 | $16.1M | -$754.9K | 11.0% |
| LAZARD ASSET MANAGEMENT LLC | 23,450 | +18,068 | $1.0M | +$752.1K | 335.7% |
| Altshuler Shaham Ltd | 27,000 | +17,350 | $1.2M | +$690.5K | 179.8% |
| SANDLER CAPITAL MANAGEMENT | 48,400 | +19,000 | $2.1M | +$623.0K | 64.6% |
| BANK OF NOVA SCOTIA | 142,808 | +31,970 | $6.2M | +$614.5K | 28.8% |
| Creative Planning | 45,390 | +17,435 | $2.0M | +$564.8K | 62.4% |
| MARSHALL WACE, LLP | 563,568 | +67,487 | $24.6M | -$556.1K | 13.6% |
| MML INVESTORS SERVICES, LLC | 75,690 | +21,074 | $3.3M | +$535.4K | 38.6% |
| Centiva Capital, LP | 40,587 | +15,187 | $1.8M | +$484.6K | 59.8% |
| Kestra Advisory Services, LLC | 27,805 | +12,462 | $1.2M | +$436.5K | 81.2% |
| Counterpoint Mutual Funds LLC | 15,557 | +9,820 | $716.1K | +$424.6K | 171.2% |
| Vontobel Holding Ltd. | 21,255 | +10,265 | $929.5K | +$371.2K | 93.4% |
| Apollon Wealth Management, LLC | 34,858 | +12,077 | $1.5M | +$367.1K | 53.0% |
| BNP PARIBAS ARBITRAGE, SNC | 60,062 | +15,455 | $2.6M | +$360.5K | 34.6% |
| DEUTSCHE BANK AG\ | 74,003 | +3,575 | $3.2M | -$341.6K | 5.1% |
| AQR CAPITAL MANAGEMENT LLC | 60,309 | +15,076 | $2.6M | +$339.5K | 33.3% |
| KADENSA CAPITAL Ltd | 520,986 | +65,836 | $22.8M | -$338.9K | 14.5% |
| Integrated Financial Solutions, Inc. | 15,510 | +875 | $678.3K | +$331.7K | 6.0% |
| Tower Research Capital LLC (TRC) | 11,019 | +7,407 | $481.9K | +$298.4K | 205.1% |
| Miracle Mile Advisors, LLC | 40,471 | +20 | $1.8M | -$285.1K | 0.0% |
| Cetera Investment Advisers | 24,854 | +8,871 | $1.1M | +$274.9K | 55.5% |
| Cresset Asset Management, LLC | 9,284 | +3,844 | $536.1K | +$259.8K | 70.7% |
| Larson Financial Group LLC | 11,701 | +6,659 | $511.7K | +$255.6K | 132.1% |
| TCI Wealth Advisors, Inc. | 44,389 | +11,064 | $1.9M | +$248.2K | 33.2% |
| State of Wyoming | 6,227 | +5,314 | $272.3K | +$225.9K | 582.0% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 50,382 | +9,545 | $2.3M | +$180.4K | 23.4% |
| PFG Investments, LLC | 12,900 | +5,100 | $564.1K | +$167.9K | 65.4% |
| MERCER GLOBAL ADVISORS INC /ADV | 45,167 | +13,205 | $1.5M | -$166.7K | 41.3% |
| CAPROCK Group, Inc. | 7,719 | +1,188 | $337.6K | -$141.0K | 18.2% |
| Intellectus Partners, LLC | 26,700 | +1,250 | $1.2M | -$125.3K | 4.9% |
| KLP KAPITALFORVALTNING AS | 18,500 | +800 | $809.0K | -$90.2K | 4.5% |
| TWO SIGMA SECURITIES, LLC | 10,068 | +3,120 | $440.3K | +$87.3K | 44.9% |
| SBI Securities Co., Ltd. | 17,968 | +950 | $785.7K | -$78.8K | 5.6% |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,450 | +1,999 | $295.7K | +$69.6K | 44.9% |
| CoreCap Advisors, LLC | 1,481 | +1,471 | $64.8K | +$64.3K | 14710.0% |
| Prime Capital Investment Advisors, LLC | 9,870 | +126 | $431.6K | -$63.4K | 1.3% |
| Wealthfront Advisers LLC | 8,032 | +2,329 | $351.2K | +$61.5K | 40.8% |
| VICTORY CAPITAL MANAGEMENT INC | 9,753 | +147 | $426.5K | -$61.5K | 1.5% |
| Mirae Asset Global Investments Co., Ltd. | 18,323 | +1,543 | $801.3K | -$51.2K | 9.2% |
| ProShare Advisors LLC | 15,580 | +1,178 | $681.3K | -$50.3K | 8.2% |
| XPONANCE, INC. | 6,769 | +19 | $296.0K | -$46.9K | 0.3% |
| Resources Investment Advisors, LLC. | 6,767 | +35 | $295.9K | -$46.1K | 0.5% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,211 | +3,329 | $1.3M | -$44.5K | 12.4% |
| WMG Financial Advisors, LLC | 17,462 | +1,600 | $763.6K | -$42.2K | 10.1% |
| Synergy Financial Group, LTD | 6,233 | +47 | $272.6K | -$41.7K | 0.8% |
| Clearstead Advisors, LLC | 1,500 | +1,000 | $65.6K | +$40.2K | 200.0% |
| Sequoia Financial Advisors, LLC | 6,007 | +49 | $262.7K | -$40.0K | 0.8% |
| SHELTON WEALTH MANAGEMENT, LLC | 5,500 | +1,500 | $240.5K | +$37.3K | 37.5% |
| Gerber Kawasaki Wealth & Investment Management | 5,332 | +9 | $233.2K | -$37.2K | 0.2% |
| Graham Capital Management, L.P. | 9,230 | +553 | $403.6K | -$37.2K | 6.4% |
| SG Americas Securities, LLC | 1,085,851 | +878,429 | $47.5K | +$36.9K | 423.5% |
| Neuberger Berman Group LLC | 6,532 | +266 | $285.6K | -$32.7K | 4.2% |
| Pictet Asset Management Holding SA | 13,510 | +1,349 | $590.8K | -$27.0K | 11.1% |
| Gotham Asset Management, LLC | 5,104 | +283 | $223.2K | -$21.7K | 5.9% |
| BROADWATER CAPITAL MANAGEMENT LLC | 15,136 | +12,936 | $100.0K | +$20.9K | 588.0% |
| Plante Moran Financial Advisors, LLC | 436 | +421 | $19.1K | +$18.3K | 2806.7% |
| JONES FINANCIAL COMPANIES LLLP | 14,009 | +3,044 | $612.6K | -$16.2K | 27.8% |
| Inspire Advisors, LLC | 7,742 | +1,370 | $338.6K | +$14.9K | 21.5% |
| Sterling Capital Management LLC | 565 | +361 | $24.7K | +$14.3K | 177.0% |
| Vanguard Personalized Indexing Management, LLC | 12,339 | +1,983 | $539.6K | +$13.5K | 19.1% |
| SIGNATUREFD, LLC | 1,223 | +428 | $53.5K | +$13.1K | 53.8% |
| Prestige Wealth Management Group LLC | 302 | +252 | $14.4K | +$11.9K | 504.0% |
| Fairbanks Capital Management, Inc. | 12,800 | +2,000 | $559.7K | +$11.1K | 18.5% |
| PNC Financial Services Group, Inc. | 2,699 | +163 | $118.0K | -$10.8K | 6.4% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 27,168 | +2,924 | $1.2M | -$10.1K | 12.1% |
| Merit Financial Group, LLC | 4,993 | +547 | $218.3K | -$7.5K | 12.3% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 20,304 | +7,375 | $887.9K | +$6.9K | 57.0% |
| QUADRANT CAPITAL GROUP LLC | 291 | +137 | $12.7K | +$4.9K | 89.0% |
| OMERS ADMINISTRATION Corp | 26,841 | +3,641 | $1.2M | -$4.8K | 15.7% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 109,636 | +108,811 | $4.8K | +$4.8K | 13189.2% |
| Smartleaf Asset Management LLC | 267 | +87 | $12.0K | +$2.5K | 48.3% |
| EverSource Wealth Advisors, LLC | 161 | +70 | $7.0K | +$2.4K | 76.9% |
| GAMMA Investing LLC | 1,812 | +208 | $79.2K | -$2.2K | 13.0% |
| Bare Financial Services, Inc | 57 | +33 | $2.5K | +$1.3K | 137.5% |
| Parallel Advisors, LLC | 947 | +109 | $41.5K | -$1.1K | 13.0% |
| CIBC Private Wealth Group, LLC | 31 | +24 | $1.4K | +$1.0K | 342.9% |
| CULLEN/FROST BANKERS, INC. | 383 | +37 | $16.7K | -$841 | 10.7% |
| MASSMUTUAL TRUST CO FSB/ADV | 224 | +24 | $9.8K | -$364 | 12.0% |
| Parkside Financial Bank & Trust | 44 | +2 | $1.9K | -$209 | 4.8% |
| Transamerica Financial Advisors, Inc. | 7 | +5 | $306 | +$204 | 250.0% |
| Main Management ETF Advisors, LLC | 23,490 | +240 | $1.0K | -$154 | 1.0% |
| Retirement Wealth Solutions LLC | 20 | +5 | $875 | +$113 | 33.3% |
| CWM, LLC | 3,443 | +1,047 | $151 | +$29 | 43.7% |
| Janney Montgomery Scott LLC | 13,111 | +2,084 | $573 | +$13 | 18.9% |
| Daiwa Securities Group Inc. | 1,372 | +397 | $60 | +$10 | 40.7% |
Reduced(200)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6,607,689 | -3,047,691 | $289.0M | -$201.5M | -31.6% |
| CITADEL ADVISORS LLC | 4,198,359 | -3,125,099 | $183.6M | -$188.4M | -42.7% |
| JANE STREET GROUP, LLC | 2,328,184 | -1,897,313 | $101.8M | -$112.8M | -44.9% |
| Squarepoint Ops LLC | 295,000 | -1,838,294 | $12.9M | -$95.5M | -86.2% |
| WELLS FARGO & COMPANY/MN | 210,164 | -1,286,082 | $9.2M | -$66.8M | -86.0% |
| VANGUARD GROUP INC | 8,073,659 | -167,065 | $353.1M | -$65.6M | -2.0% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 347,881 | -622,425 | $15.2M | -$34.1M | -64.1% |
| Qube Research & Technologies Ltd | 277,699 | -544,274 | $12.1M | -$29.6M | -66.2% |
| Invesco Ltd. | 90,987 | -513,905 | $4.0M | -$26.7M | -85.0% |
| Walleye Trading LLC | 504,070 | -379,422 | $22.0M | -$22.8M | -42.9% |
| Balyasny Asset Management LLC | 228,112 | -406,952 | $10.0M | -$22.3M | -64.1% |
| Jump Financial, LLC | 66,393 | -404,398 | $2.9M | -$21.0M | -85.9% |
| Man Group plc | 70,235 | -402,009 | $3.1M | -$20.9M | -85.1% |
| MILLENNIUM MANAGEMENT LLC | 338,653 | -332,598 | $14.8M | -$19.3M | -49.5% |
| TUDOR INVESTMENT CORP ET AL | 197,400 | -330,301 | $8.6M | -$18.2M | -62.6% |
| STATE STREET CORP | 2,001,053 | -50,299 | $87.5M | -$16.7M | -2.5% |
| Marex Group plc | 1,178,997 | -125,486 | $51.6M | -$14.7M | -9.6% |
| TWO SIGMA ADVISERS, LP | 33,000 | -269,900 | $1.4M | -$13.9M | -89.1% |
| Nuveen, LLC | 189,632 | -246,283 | $8.3M | -$13.9M | -56.5% |
| TWO SIGMA INVESTMENTS, LP | 11,800 | -265,344 | $516.0K | -$13.6M | -95.7% |
| FRED ALGER MANAGEMENT, LLC | 1,006,130 | -121,438 | $44.0M | -$13.3M | -10.8% |
| UBS Group AG | 792,337 | -138,011 | $34.6M | -$12.6M | -14.8% |
| Connor, Clark & Lunn Investment Management Ltd. | 850,839 | -121,017 | $37.2M | -$12.2M | -12.4% |
| Optiver Holding B.V. | 172,305 | -195,229 | $7.5M | -$11.1M | -53.1% |
| Liontrust Investment Partners LLP | 71,524 | -182,768 | $3.1M | -$11.1M | -71.9% |
| JPMORGAN CHASE & CO | 410,608 | -141,115 | $18.0M | -$10.1M | -25.6% |
| Twin Tree Management, LP | 77,017 | -166,554 | $3.4M | -$9.0M | -68.4% |
| NORTHERN TRUST CORP | 744,186 | -41,126 | $32.5M | -$7.4M | -5.2% |
| IMC-Chicago, LLC | 46,714 | -131,649 | $2.0M | -$7.0M | -73.8% |
| Polar Asset Management Partners Inc. | 74,700 | -115,300 | $3.3M | -$6.4M | -60.7% |
| Verition Fund Management LLC | 69,020 | -92,283 | $3.0M | -$5.2M | -57.2% |
| PRUDENTIAL FINANCIAL INC | 5,345 | -96,350 | $233.7K | -$4.9M | -94.7% |
| BANK OF MONTREAL /CAN/ | 90,652 | -74,849 | $4.0M | -$4.4M | -45.2% |
| Quantbot Technologies LP | 70,310 | -77,006 | $3.1M | -$4.4M | -52.3% |
| Aquatic Capital Management LLC | 77,587 | -48,895 | $3.4M | -$3.0M | -38.6% |
| Engineers Gate Manager LP | 20,110 | -53,403 | $879.4K | -$2.9M | -72.6% |
| Pathstone Holdings, LLC | 336,186 | -2,147 | $14.7M | -$2.5M | -0.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | 52,379 | -12,919 | $2.3M | +$2.3M | -19.8% |
| RAYMOND JAMES FINANCIAL INC | 93,562 | -28,723 | $4.1M | -$2.1M | -23.5% |
| Bank of New York Mellon Corp | 269,214 | -3,570 | $11.8M | -$2.1M | -1.3% |
| SEI INVESTMENTS CO | 12,887 | -38,827 | $563.5K | -$2.1M | -75.1% |
| Caption Management, LLC | 265,000 | 0 | $11.6M | -$1.9M | 0.0% |
| RHUMBLINE ADVISERS | 109,010 | -18,169 | $4.8M | -$1.7M | -14.3% |
| NOMURA HOLDINGS INC | 184,699 | -3,075 | $8.1M | -$1.5M | -1.6% |
| Susquehanna Portfolio Strategies, LLC | 7,304 | -26,808 | $319.4K | -$1.4M | -78.6% |
| ADVISOR GROUP HOLDINGS, INC. | 33,799 | -7,635 | $1.5M | -$1.3M | -18.4% |
| UBS ASSET MANAGEMENT AMERICAS INC | 157,432 | -3,001 | $6.9M | -$1.3M | -1.9% |
| NORDEA INVESTMENT MANAGEMENT AB | 87,943 | -10,450 | $3.9M | -$1.2M | -10.6% |
| Quantinno Capital Management LP | 79,368 | -11,141 | $3.5M | -$1.1M | -12.3% |
| LPL Financial LLC | 114,681 | -4,875 | $5.0M | -$1.1M | -4.1% |
| Caitong International Asset Management Co., Ltd | 1,146 | -18,487 | $50.1K | -$947.2K | -94.2% |
| Bank Julius Baer & Co. Ltd, Zurich | 81,587 | -7,012 | $3.6M | -$933.0K | -7.9% |
| Legal & General Group Plc | 84,245 | -6,449 | $3.7M | -$923.2K | -7.1% |
| BAILARD, INC. | 23,910 | -14,500 | $1.0M | -$905.6K | -37.8% |
| COMERICA BANK | 4,456 | -16,892 | $194.9K | -$889.6K | -79.1% |
| AMERIPRISE FINANCIAL INC | 37,708 | -10,939 | $1.6M | -$822.3K | -22.5% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 110,688 | -171 | $4.8M | -$791.3K | -0.1% |
| CSS LLC/IL | 11,497 | -13,801 | $502.8K | -$782.4K | -54.5% |
| ALLIANCEBERNSTEIN L.P. | 98,810 | -490 | $4.3M | -$723.5K | -0.5% |
| CANADA PENSION PLAN INVESTMENT BOARD | 11,100 | -11,900 | $485.4K | -$683.0K | -51.7% |
| AlphaQuest LLC | 4,204 | -11,693 | $183.8K | -$623.7K | -73.5% |
| Ensign Peak Advisors, Inc | 5,150 | -11,300 | $225.2K | -$610.5K | -68.7% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 83,018 | -11 | $3.6M | -$587.5K | -0.0% |
| Royal Fund Management, LLC | 16,740 | -8,899 | $732.0K | -$572.3K | -34.7% |
| INTECH INVESTMENT MANAGEMENT LLC | 41,699 | -5,087 | $1.8M | -$553.2K | -10.9% |
| Kercheville Advisors, LLC | 5,000 | -10,000 | $231.4K | -$530.6K | -66.7% |
| ZACKS INVESTMENT MANAGEMENT | 36,446 | -4,745 | $1.6M | -$498.7K | -11.5% |
| Kera Capital Partners, Inc. | 13,515 | -6,411 | $530.5K | -$481.8K | -32.2% |
| Simplicity Wealth,LLC | 21,579 | -6,388 | $943.6K | -$477.1K | -22.8% |
| MetLife Investment Management, LLC | 46,891 | -2,557 | $2.1M | -$461.4K | -5.2% |
| Royal Bank of Canada | 35,559 | -544 | $1.6M | -$425.0K | -1.5% |
| Phoenix Holdings Ltd. | 8,482 | -7,022 | $370.6K | -$417.5K | -45.3% |
| ENVESTNET ASSET MANAGEMENT INC | 28,145 | -3,841 | $1.2M | -$394.1K | -12.0% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 43,853 | -1,323 | $1.9M | -$377.2K | -2.9% |
| Coastal Bridge Advisors, LLC | 37,688 | -1,182 | $1.6M | -$326.5K | -3.0% |
| INCEPTIONR LLC | 4,609 | -5,609 | $201.6K | -$317.5K | -54.9% |
| JANUS HENDERSON GROUP PLC | 21,481 | -3,106 | $939.1K | -$309.6K | -12.6% |
| Manchester Capital Management LLC | 43,123 | 0 | $1.9M | -$304.9K | 0.0% |
| Federation des caisses Desjardins du Quebec | 2,185 | -5,617 | $95.5K | -$300.8K | -72.0% |
| Mariner, LLC | 25,014 | -2,296 | $1.1M | -$292.7K | -8.4% |
| Sculptor Capital LP | 38,100 | 0 | $1.7M | -$269.4K | 0.0% |
| Falcon Wealth Planning | 30,365 | -996 | $1.3M | -$265.3K | -3.2% |
| AdvisorNet Financial, Inc | 150 | -5,000 | $6.6K | -$255.1K | -97.1% |
| SCS Capital Management LLC | 35,140 | 0 | $1.5M | -$248.4K | 0.0% |
| Gemmer Asset Management LLC | 24,018 | -1,495 | $1.1M | -$245.8K | -5.8% |
| Blueshift Asset Management, LLC | 9,376 | -3,268 | $410.0K | -$232.3K | -25.8% |
| Arizona State Retirement System | 24,355 | -980 | $1.1M | -$222.0K | -3.9% |
| STRS OHIO | 3,900 | -3,700 | $170.5K | -$215.5K | -48.7% |
| STATE OF WISCONSIN INVESTMENT BOARD | 4,698 | -3,498 | $205.4K | -$210.9K | -42.7% |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | 21,045 | -898 | $920.3K | -$194.4K | -4.1% |
| NEW YORK STATE COMMON RETIREMENT FUND | 27,126 | 0 | $1.2M | -$191.8K | 0.0% |
| PRAKASH INVESTMENT ADVISORS LLC | 5,235 | -2,950 | $228.9K | -$186.9K | -36.0% |
| FMR LLC | 12,002 | -1,949 | $524.8K | -$183.9K | -14.0% |
| Police & Firemen's Retirement System of New Jersey | 23,145 | -369 | $1.0M | -$182.4K | -1.6% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 8,765 | -2,347 | $383.3K | -$181.2K | -21.1% |
| Rockefeller Capital Management L.P. | 17,316 | -1,077 | $757.2K | -$177.1K | -5.8% |
| Newbridge Financial Services Group, Inc. | 9,418 | -2,131 | $411.8K | -$174.8K | -18.4% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 21,350 | 0 | $933.6K | -$150.9K | 0.0% |
| Russell Investments Group, Ltd. | 13,915 | -963 | $608.5K | -$147.3K | -6.5% |
| TRUIST FINANCIAL CORP | 10,719 | -1,379 | $468.7K | -$145.8K | -11.4% |
| WOLVERINE ASSET MANAGEMENT LLC | 4,453 | -1,913 | $194.7K | -$128.7K | -30.1% |
| SHELTON CAPITAL MANAGEMENT | 18,000 | 0 | $787.1K | -$127.3K | 0.0% |
| NISA INVESTMENT ADVISORS, LLC | 9,745 | -1,000 | $426.1K | -$119.7K | -9.3% |
| Rakuten Securities, Inc. | 4,204 | -1,687 | $183.8K | -$115.4K | -28.6% |
| Prospera Financial Services Inc | 7,880 | -1,074 | $344.5K | -$110.3K | -12.0% |
| Voya Investment Management LLC | 15,249 | 0 | $666.8K | -$107.8K | 0.0% |
| PRINCIPAL FINANCIAL GROUP INC | 5,035 | -1,413 | $220.2K | -$107.4K | -21.9% |
| HARBOUR INVESTMENTS, INC. | 10,282 | -566 | $449.6K | -$101.4K | -5.2% |
| TCG Advisory Services, LLC | 5,002 | -1,250 | $218.7K | -$98.9K | -20.0% |
| Advisors Asset Management, Inc. | 13,216 | -104 | $577.9K | -$98.7K | -0.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5,830 | -1,618 | $295.5K | -$90.4K | -21.7% |
| Capital Advantage, Inc. | 11,625 | 0 | $508.4K | -$82.2K | 0.0% |
| Firsthand Capital Management, Inc. | 10,000 | 0 | $437.3K | -$70.7K | 0.0% |
| US BANCORP \DE\ | 9,644 | -28 | $421.7K | -$69.6K | -0.3% |
| Portman Square Capital LLP | 9,100 | 0 | $397.9K | -$64.3K | 0.0% |
| Anson Funds Management LP | 7,829 | 0 | $342.4K | -$55.4K | 0.0% |
| Advisory Services Network, LLC | 5,207 | -268 | $227.7K | -$50.4K | -4.9% |
| Ameritas Investment Partners, Inc. | 7,037 | 0 | $307.7K | -$49.8K | 0.0% |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | 0 | $356.5K | -$49.5K | 0.0% |
| Cornerstone Planning Group LLC | 16 | -1,035 | $691 | -$48.5K | -98.5% |
| Symmetry Partners, LLC | 6,500 | -19 | $284.2K | -$46.9K | -0.3% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 80,379 | -911,054 | $3.5K | -$46.9K | -91.9% |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 6,007 | 0 | $262.7K | -$42.5K | 0.0% |
| Westside Investment Management, Inc. | 2,500 | -450 | $112.7K | -$39.3K | -15.3% |
| Steward Partners Investment Advisory, LLC | 1,019 | -445 | $44.6K | -$29.8K | -30.4% |
| Versant Capital Management, Inc | 407 | -518 | $17.8K | -$29.2K | -56.0% |
| Farther Finance Advisors, LLC | 1,727 | -317 | $75.5K | -$28.3K | -15.5% |
| Quarry LP | 58 | -443 | $2.5K | -$22.9K | -88.4% |
| Orion Capital Management LLC | 2,700 | -50 | $118.1K | -$21.6K | -1.8% |
| MAI Capital Management | 14 | -400 | $616 | -$20.4K | -96.6% |
| NewEdge Advisors, LLC | 410 | -287 | $17.9K | -$17.5K | -41.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 580 | -191 | $25.4K | -$13.8K | -24.8% |
| SRS Capital Advisors, Inc. | 107 | -243 | $4.7K | -$13.1K | -69.4% |
| Root Financial Partners, LLC | 197 | -228 | $8.6K | -$13.0K | -53.6% |
| Asset Management One Co., Ltd. | 1,764 | -97 | $82.1K | -$12.4K | -5.2% |
| Anfield Capital Management, LLC | 1,416 | 0 | $61.9K | -$10.0K | 0.0% |
| NATIONAL BANK OF CANADA /FI/ | 478 | -90 | $20.9K | -$8.0K | -15.8% |
| Global Retirement Partners, LLC | 114 | -136 | $5.0K | -$7.7K | -54.4% |
| ALBION FINANCIAL GROUP /UT | 1,000 | 0 | $43.7K | -$7.1K | 0.0% |
| FIFTH THIRD BANCORP | 600 | 0 | $26.2K | -$4.2K | 0.0% |
| TORONTO DOMINION BANK | 6 | -82 | $262 | -$4.2K | -93.2% |
| Geneos Wealth Management Inc. | 492 | 0 | $21.5K | -$3.5K | 0.0% |
| Sunbelt Securities, Inc. | 10 | -52 | $437 | -$2.7K | -83.9% |
| Quent Capital, LLC | 334 | 0 | $14.6K | -$2.4K | 0.0% |
| Y.D. More Investments Ltd | 370 | 0 | $16.6K | -$2.2K | 0.0% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 300 | 0 | $13.1K | -$2.1K | 0.0% |
| Rosenberg Matthew Hamilton | 300 | 0 | $13.1K | -$2.1K | 0.0% |
| N.E.W. Advisory Services LLC | 170 | -14 | $7.4K | -$1.9K | -7.6% |
| Fortitude Family Office, LLC | 112 | -18 | $4.9K | -$1.7K | -13.8% |
| ROTHSCHILD INVESTMENT LLC | 110 | -15 | $4.8K | -$1.5K | -12.0% |
| Triumph Capital Management | 212 | 0 | $9.3K | -$1.5K | 0.0% |
| Nova Wealth Management, Inc. | 195 | -2 | $8.5K | -$1.5K | -1.0% |
| BRYN MAWR TRUST Co | 200 | 0 | $8.7K | -$1.4K | 0.0% |
| DANSKE BANK A/S | 200 | 0 | $8.7K | -$1.4K | 0.0% |
| City State Bank | 200 | 0 | $8.7K | -$1.4K | 0.0% |
| Dogwood Wealth Management LLC | 165 | 0 | $7.2K | -$1.2K | 0.0% |
| True Wealth Design, LLC | 69 | -13 | $3.0K | -$1.1K | -15.8% |
| ADIRONDACK TRUST CO | 150 | 0 | $6.6K | -$1.1K | 0.0% |
| PayPay Securities Corp | 26 | -13 | $1.1K | -$855 | -33.3% |
| ASSETMARK, INC | 27 | -13 | $1.2K | -$851 | -32.5% |
| Cambridge Investment Research Advisors, Inc. | 22,858 | -13,287 | $1.0K | -$836 | -36.8% |
| Sawyer & Company, Inc | 17 | 0 | $743 | +$742 | 0.0% |
| TD Waterhouse Canada Inc. | 56 | -5 | $2.4K | -$737 | -8.2% |
| Heritage Wealth Advisors | 100 | 0 | $4.4K | -$707 | 0.0% |
| Cedar Mountain Advisors, LLC | 100 | 0 | $4.4K | -$707 | 0.0% |
| Frazier Financial Advisors, LLC | 100 | 0 | $4.4K | -$707 | 0.0% |
| ALGERT GLOBAL LLC | 19,787 | -10,510 | $865 | -$674 | -34.7% |
| Steigerwald, Gordon & Koch Inc. | 70 | 0 | $3.1K | -$495 | 0.0% |
| KERR FINANCIAL PLANNING Corp | 150 | 0 | $5.2K | -$407 | 0.0% |
| Inlight Wealth Management, LLC | 52 | 0 | $2.3K | -$368 | 0.0% |
| Financial Freedom, LLC | 50 | 0 | $2.2K | -$353 | 0.0% |
| Hughes Financial Services, LLC | 4 | -9 | $175 | -$329 | -69.2% |
| Strategic Advocates LLC | 21 | -4 | $944 | -$326 | -16.0% |
| NVWM, LLC | 43 | 0 | $1.9K | -$304 | 0.0% |
| Anchor Investment Management, LLC | 41 | 0 | $1.8K | -$290 | 0.0% |
| Bell Investment Advisors, Inc | 40 | 0 | $1.8K | -$282 | 0.0% |
| Private Wealth Management Group, LLC | 39 | 0 | $1.7K | -$276 | 0.0% |
| DiNuzzo Private Wealth, Inc. | 1 | -2 | $44 | -$176 | -66.7% |
| Handelsbanken Fonder AB | 23,800 | 0 | $1.0K | -$168 | 0.0% |
| Missouri Trust & Investment Co | 22 | 0 | $962 | -$156 | 0.0% |
| NATIXIS ADVISORS, L.P. | 18,984 | -58 | $830 | -$137 | -0.3% |
| JFS WEALTH ADVISORS, LLC | 13 | 0 | $569 | -$92 | 0.0% |
| Fairscale Capital, LLC | 12 | 0 | $525 | -$85 | 0.0% |
| Silicon Valley Capital Partners | 10 | 0 | $437 | -$71 | 0.0% |
| Murphy & Mullick Capital Management Corp | 10 | 0 | $437 | -$71 | 0.0% |
| JNBA Financial Advisors | 10 | 0 | $438 | -$70 | 0.0% |
| Asset Dedication, LLC | 8 | 0 | $350 | -$57 | 0.0% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 5,524 | 0 | $242 | -$39 | 0.0% |
| Addison Advisors LLC | 4 | 0 | $175 | -$29 | 0.0% |
| Glass Jacobson Investment Advisors llc | 4 | 0 | $175 | -$29 | 0.0% |
| Carolina Wealth Advisors, LLC | 4 | 0 | $175 | -$28 | 0.0% |
| AMALGAMATED BANK | 2,678 | -81 | $117 | -$23 | -2.9% |
| WPG Advisers, LLC | 2 | 0 | $87 | -$15 | 0.0% |
| Covestor Ltd | 201 | 0 | $9 | -$1 | 0.0% |
| BESSEMER GROUP INC | 165 | 0 | $7 | -$1 | 0.0% |
| Avion Wealth | 63 | -10 | $2 | -$1 | -13.7% |
| Harvest Fund Management Co., Ltd | 0 | 0 | $0 | $0 | — |
| HANTZ FINANCIAL SERVICES, INC. | 6 | 0 | $0 | $0 | 0.0% |
| Seros Financial, LLC | 4,512 | 0 | $229.2K | $0 | 0.0% |
| Activest Wealth Management | 0 | 0 | $0 | $0 | — |
Sold Out(94)
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| VANGUARD GROUP INC | 8,073,659 | $353.1M | -167,065 | -2.0% |
| BlackRock, Inc. | 7,088,760 | $310.0M | +232,722 | 3.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6,607,689 | $289.0M | -3,047,691 | -31.6% |
| Jericho Capital Asset Management L.P. | 5,011,809 | $219.2M | +531,000 | 11.8% |
| MORGAN STANLEY | 4,206,615 | $184.0M | +2,554,591 | 154.6% |
| CITADEL ADVISORS LLC | 4,198,359 | $183.6M | -3,125,099 | -42.7% |
| Clear Street Group Inc. | 2,574,714 | $112.6M | +2,003,502 | 350.7% |
| BANK OF AMERICA CORP /DE/ | 2,538,426 | $111.0M | +1,389,467 | 120.9% |
| JANE STREET GROUP, LLC | 2,328,184 | $101.8M | -1,897,313 | -44.9% |
| D. E. Shaw & Co., Inc. | 2,173,387 | $95.0M | +259,597 | 13.6% |
| BARCLAYS PLC | 1,441,771 | $93.3M | +542,361 | 60.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,068,515 | $90.5M | +26,734 | 1.3% |
| STATE STREET CORP | 2,001,053 | $87.5M | -50,299 | -2.5% |
| GOLDMAN SACHS GROUP INC | 1,677,624 | $73.4M | +62,976 | 3.9% |
| CAPITAL FUND MANAGEMENT S.A. | 1,384,745 | $60.6M | +269,237 | 24.1% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,208,201 | $52.8M | +29,524 | 2.5% |
| Marex Group plc | 1,178,997 | $51.6M | -125,486 | -9.6% |
| NORGES BANK | 1,141,425 | $49.9M | +889,340 | 352.8% |
| FRED ALGER MANAGEMENT, LLC | 1,006,130 | $44.0M | -121,438 | -10.8% |
| Azora Capital LP | 882,231 | $38.6M | +882,231 | — |
New & Closed Positions this quarter
Closed Positions
94 managers exited
Top five by prior-quarter value
- Slate Path Capital LP$138.8M
- Toroso Investments, LLC$101.6M
- WOLVERINE TRADING, LLC$72.0M
- FULLER & THALER ASSET MANAGEMENT, INC.$53.1M
- COATUE MANAGEMENT LLC$44.2M
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for UPST against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.