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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
NAM
176
Nissay Asset Management
Japan
$259K +$207K +3,480 +74%
Vanguard Personalized Indexing Management
177
Vanguard Personalized Indexing Management
California
$258K +$164K +2,750 +51%
Squarepoint
178
Squarepoint
New York
$254K -$572K -9,601 -54%
SFWC
179
Strategic Family Wealth Counselors
New Jersey
$253K
Truist Financial
180
Truist Financial
North Carolina
$253K +$294K +4,934 +159%
NA
181
NewEdge Advisors
Louisiana
$252K +$474K +7,959 New
URS
182
Utah Retirement Systems
Utah
$248K +$77.4K +1,300 +20%
BCIM
183
British Columbia Investment Management
British Columbia, Canada
$247K +$87.7K +1,472 +23%
Janus Henderson Group
184
Janus Henderson Group
$244K +$460K +7,716 New
Wellington Management Group
185
Wellington Management Group
Massachusetts
$243K +$458K +7,687 New
MMPW
186
Mitchell McLeod Pugh & Williams
Alabama
$233K +$439K +7,375 New
PAM
187
Panagora Asset Management
Massachusetts
$232K +$204K +3,426 +87%
MA
188
Mezzasalma Advisors
New Jersey
$230K
LSA
189
Leonteq Securities AG
Switzerland
$229K +$195K +3,271 +82%
Swedbank
190
Swedbank
Sweden
$223K +$419K +7,041 New
BA
191
Bridgewater Associates
Connecticut
$218K +$157K +2,634 +62%
CIA
192
Capital Impact Advisors
Massachusetts
$215K -$283K -4,744 -41%
IFG
193
Independent Financial Group
California
$214K +$264K +4,440 +191%
BAM
194
Blueshift Asset Management
New Jersey
$210K +$177K +2,975 +81%
OCM
195
Orion Capital Management
California
$209K -$20.8K -350 -5%
Stifel Financial
196
Stifel Financial
Missouri
$200K -$167K -2,801 -31%
TSWM
197
Tyler-Stone Wealth Management
Ohio
$190K +$182K +3,060 +104%
ETC
198
Exchange Traded Concepts
Oklahoma
$176K +$129K +2,159 +63%
Public Employees Retirement Association of Colorado
199
Public Employees Retirement Association of Colorado
Colorado
$175K
MCM
200
Manchester Capital Management
Vermont
$170K +$238K +3,988 +285%