11 institutions reported holding $290,342 of UPSTART HLDGS INC COM (UPST) in SEC 13F filings for 2026-06-30. Largest institutional holders: Versant Capital Management, Inc ($102,924), FNY Investment Advisers, LLC ($79,000), GAMMA Investing LLC ($77,025), CoreCap Advisors, LLC ($7,440), MassMutual Private Wealth & Trust, FSB ($7,228). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Versant Capital Management, Inc | $102,924 | 2,905 | Added |
| 2 | FNY Investment Advisers, LLC | $79,000 | 2,269 | New |
| 3 | GAMMA Investing LLC | $77,025 | 2,174 | Added |
| 4 | CoreCap Advisors, LLC | $7,440 | 210 | Trimmed |
| 5 | MassMutual Private Wealth & Trust, FSB | $7,228 | 204 | Hold |
| 6 | Dogwood Wealth Management LLC | $5,846 | 165 | Hold |
| 7 | KERR FINANCIAL PLANNING Corp | $5,315 | 150 | Hold |
| 8 | Cedar Mountain Advisors, LLC | $3,543 | 100 | Hold |
| 9 | Retirement Wealth Solutions LLC | $1,028 | 29 | Added |
| 10 | West Financial Advisors, LLC | $993 | 28 | New |
| 11 | CONGRESS ASSET MANAGEMENT CO | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30