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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
126
Kestra Advisory Services
Texas
$309K +$173K +6,428 +76%
Envestnet Asset Management
127
Envestnet Asset Management
Illinois
$306K +$42.8K +1,592 +12%
TSS
128
Two Sigma Securities
New York
$303K +$392K +14,572 New
D.E. Shaw & Co
129
D.E. Shaw & Co
New York
$301K +$24K +893 +7%
State of Wisconsin Investment Board
130
State of Wisconsin Investment Board
Wisconsin
$294K -$696K -25,886 -65%
AWS
131
Atria Wealth Solutions
New York
$288K +$373K +13,850 New
AB
132
Amalgamated Bank
New York
$286K -$1.51K -56 -0.4%
MCC
133
Malaga Cove Capital
California
$278K +$13.4K +500 +4%
PAG
134
Private Advisor Group
New Jersey
$277K +$30K +1,115 +9%
HI
135
Harbour Investments
Wisconsin
$275K
VOYA Investment Management
136
VOYA Investment Management
Georgia
$269K -$22.8K -847 -6%
IC
137
IEQ Capital
California
$265K -$110K -4,080 -24%
NFSG
138
Newbridge Financial Services Group
Florida
$261K +$202K +7,528 +150%
Wellington Management Group
139
Wellington Management Group
Massachusetts
$259K +$128K +4,756 +62%
Parallax Volatility Advisers
140
Parallax Volatility Advisers
California
$253K -$764K -28,418 -70%
CAN
141
Cetera Advisor Networks
California
$252K +$73.1K +2,719 +29%
Creative Planning
142
Creative Planning
Kansas
$251K -$24.7K -917 -7%
ECM
143
ExodusPoint Capital Management
New York
$251K +$324K +12,057 New
AIM
144
Achmea Investment Management
Netherlands
$241K +$312K +11,583 New
Verition Fund Management
145
Verition Fund Management
Connecticut
$239K -$49.5K -1,841 -14%
PFS
146
Prospera Financial Services
Texas
$236K -$73K -2,716 -19%
LC
147
Longitude (Cayman)
Cayman Islands
$229K -$18.8K -700 -6%
Teacher Retirement System of Texas
148
Teacher Retirement System of Texas
Texas
$227K +$34.3K +1,274 +13%
IFG
149
Independent Financial Group
California
$226K +$110K +4,085 +60%
Victory Capital Management
150
Victory Capital Management
Texas
$222K -$170K -6,314 -37%