How many institutions own UPST stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own UPST shares is 539, representing 73.21% of the company's common stock.

Who are the major shareholders selling Upstart Holdings, Inc. stock?

WALLEYE TRADING LLC, in the last quarter, reduced its stake in UPST by -30.9% restricting it's holding to 284.7 thousand shares of worth nearly $12.45M. PATHSTONE HOLDINGS, LLC also lessened -0.63% of the UPST shares from its portfolio, reducing its holding to 336.19 thousand shares of worth $14.70M. JPMORGAN CHASE & CO also shunned UPST shares holding by -25.58% last quarter which brought its holding to 410.61 thousand shares worth $17.96M.

Investors who are buying UPST stock?

As per its latest 13F filing, FIRST TRUST ADVISORS LP increased its stake in UPST by 34.33% in the last quarter. The institutional holder raised its holding to 318.55 thousand shares having worth more than $13.93M. DIVISADERO STREET CAPITAL MANAGEMENT, LP also added 100% more shares of UPST to its portfolio, raising its holding to 370 thousand shares of worth $16.18M. MAXI INVESTMENTS CY LTD also increased its UPST shares holding by 100% which brought its holding to 193.4 thousand shares worth $8.46M.

UPST's major insiders: who are they?

The insider with the most stakes in UPST is Datta Sanjay , Chief Financial Officer at the company. Additionally, UPST stock is highly held by Chief Executive Officer Girouard Dave and See Remarks Mirgorodskaya Natalia among others.

Did an insider recently sell UPST stock?

Company executives, directors, and other insiders own 12.28% percent of Upstart Holdings, Inc.'s stock. Within the last six months, there have been 13 transaction(s) in which UPST insiders have sold stock, totaling 23.4K shares. Insiders that have sold shares include MIRGORODSKAYA NATALIA, DARLING SCOTT, and DATTA SANJAY.

Which insider recently purchased UPST stock?

There have been 1 transaction(s) during the past 6-months in which Upstart Holdings, Inc. insiders have bought stock, totalling 20000 shares

How much of UPST does insiders own?

Around 1.03M Upstart Holdings, Inc. shares are held by insiders, which represents about 12.28% of UPST stock.

Who is the insider with the largest stake?

UPST Chief Financial Officer, Datta Sanjay holds the largest portfolio of the company's shares. UPST shares owned by Datta total nearly 276.69 thousand.

Which institution holds the most shares in UPST?

WALLEYE TRADING LLC is the largest institutional owner in UPST which holds 284.7 thousand shares worth $12.45M or 0.3% of the total UPST shares outstanding followed by FIRST TRUST ADVISORS LP with ownership of 318.55 thousand shares representing 0.33% of the UPST ownership. PATHSTONE HOLDINGS, LLC is the third largest stakeholder with 336.19 thousand shares or 0.35% of the ownership worth more than $14.70M.

Is Upstart Holdings, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the UPST is concerned, it is a stock which is optionable.

Is there a short position on UPST's shares?

Number of UPST shares short is 21.10M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding UPST shares are there?

As of today, 96.22M shares of UPST are outstanding.

Is there many float in UPST stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, UPST has 84.11M shares in float.

UPST short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for UPST is 2.75.

Upstart (UPST) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares21.93

Short Percent Of Float25

Shares Outstanding96.22M

Shares Float84.11M

Shares Short21.10M

Short Ratio2.75

25%

Short % of Float

21.93%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

12.28% Percentage of Shares held by All Insiders

73.21% Percentage of Shares held by All Institutions

83.46% Percentage of Float held by Institutions

539

Number of Institutions Holding Shares

Institutional Ownership

About 73.21% of UPST shares are held by financial institutions. WALLEYE TRADING LLC is the top corporate investor, holding 284.7K shares valued at $12.45M. A 0.3% stake in Upstart Holdings, Inc. is owned by the company. FIRST TRUST ADVISORS LP owns 318.55K shares valued at $13.93M, which translates its holding of 0.33% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	WALLEYE TRADING LLC	0.3%	284.7K	12.45M	-127.3K	-30.90%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.33%	318.55K	13.93M	81.42K	+34.33%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.35%	336.19K	14.7M	-2.15K	-0.63%
Dec 31, 2025	DIVISADERO STREET CAPITAL MANAGEMENT, LP	0.39%	370K	16.18M	370K	+100.00%
Dec 31, 2025	JPMORGAN CHASE & CO	0.42%	410.61K	17.96M	-141.12K	-25.58%
Dec 31, 2025	JANE STREET GROUP, LLC	0.82%	789.1K	34.51M	-917.5K	-53.76%
Dec 31, 2025	NUVEEN, LLC	0.2%	189.63K	8.29M	-246.28K	-56.50%
Dec 31, 2025	MAXI INVESTMENTS CY LTD	0.2%	193.4K	8.46M	193.4K	+100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.22%	210.16K	9.19M	-636.08K	-75.17%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.23%	218.75K	9.57M	-237.5K	-52.05%
Dec 31, 2025	SQUAREPOINT OPS LLC	0.23%	218.8K	9.57M	-348.8K	-61.45%
Dec 31, 2025	CARNEGIE CAPITAL ASSET MANAGEMENT, LLC	0.25%	238.16K	10.41M	238.16K	+100.00%
Dec 31, 2025	BAILLIE GIFFORD & CO	0.79%	758.93K	33.19M	758.93K	+100.00%
Dec 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.87%	850.84K	37.21M	-121.02K	-12.45%
Dec 31, 2025	CITADEL ADVISORS LLC	1.15%	1.11M	48.35M	809.6K	+273.37%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.64%	2.54M	111.01M	2.29M	+935.84%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.34%	1.29M	56.28M	324.21K	+33.67%
Dec 31, 2025	D. E. SHAW & CO., INC.	0.78%	745.2K	32.59M	-27.8K	-3.60%
Dec 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	1.26%	1.21M	52.84M	29.52K	+2.50%
Dec 31, 2025	JERICHO CAPITAL ASSET MANAGEMENT L.P.	5.22%	5.01M	219.17M	531K	+11.85%
Dec 31, 2025	HIDDEN LAKE ASSET MANAGEMENT LP	0.33%	316.59K	13.84M	316.59K	+100.00%
Dec 31, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.36%	347.88K	15.21M	-622.43K	-64.15%
Dec 31, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.39%	370.18K	16.19M	370.18K	+100.00%
Dec 31, 2025	NISHKAMA CAPITAL, LLC	0.51%	487.06K	21.3M	487.06K	+100.00%
Dec 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.51%	489.22K	21.39M	361.7K	+283.63%
Dec 31, 2025	HSBC HOLDINGS PLC	0.52%	500K	21.91M	500K	+100.00%
Dec 31, 2025	ANNEX ADVISORY SERVICES, LLC	0.44%	421.37K	18.43M	214.28K	+103.47%
Dec 31, 2025	CLEAR STREET GROUP INC.	0.53%	513K	22.43M	513K	+100.00%
Dec 31, 2025	MARSHALL WACE, LLP	0.57%	551.17K	24.1M	60.59K	+12.35%
Dec 31, 2025	CITIGROUP INC	0.59%	563.65K	24.65M	13.51K	+2.46%
Dec 31, 2025	UBS GROUP AG	0.67%	642.14K	28.08M	-183.21K	-22.20%
Dec 31, 2025	BANK OF NOVA SCOTIA	0.15%	141.56K	6.19M	31.97K	+29.17%
Dec 31, 2025	WALLEYE CAPITAL LLC	0.15%	144.1K	6.3M	15.2K	+11.79%
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.16%	157.43K	6.88M	-3K	-1.87%
Dec 31, 2025	SWISS NATIONAL BANK	0.17%	170.8K	7.47M	4.8K	+2.89%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.78%	745.84K	32.62M	4.41K	+0.59%
Dec 31, 2025	LPL FINANCIAL LLC	0.11%	106.68K	4.67M	-4.88K	-4.37%
Dec 31, 2025	RHUMBLINE ADVISERS	0.11%	109.01K	4.77M	-18.17K	-14.29%
Dec 31, 2025	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.11%	109.64K	4.8M	108.81K	+13,189.21%
Dec 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.12%	110.69K	4.84M	-171	-0.15%
Dec 31, 2025	NEO IVY CAPITAL MANAGEMENT	0.15%	140.28K	6.13M	76.92K	+121.41%
Dec 31, 2025	SG AMERICAS SECURITIES, LLC	1.12%	1.09M	47.48M	878.43K	+423.50%
Dec 31, 2025	NORGES BANK	1.17%	1.14M	49.91M	1.14M	+100.00%
Dec 31, 2025	MAREX GROUP PLC	1.23%	1.18M	51.56M	-125.49K	-9.62%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	1.71%	1.65M	72.27M	62.98K	+3.96%
Dec 31, 2025	NORTHERN TRUST CORP	0.77%	744.19K	32.54M	-41.13K	-5.24%
Dec 31, 2025	STATE STREET CORP	2.08%	2M	87.51M	-50.3K	-2.45%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.15%	2.07M	90.47M	26.73K	+1.31%
Dec 31, 2025	MORGAN STANLEY	4.38%	4.21M	183.96M	2.55M	+154.63%
Dec 31, 2025	BLACKROCK, INC.	7.38%	7.09M	309.99M	232.72K	+3.39%
Dec 31, 2025	VANGUARD GROUP INC	8.41%	8.07M	353.06M	-167.07K	-2.03%
Dec 31, 2025	CAPITAL FUND MANAGEMENT S.A.	0.44%	418.3K	18.29M	147.9K	+54.70%
Dec 31, 2025	PEAK6 LLC	0.31%	299.4K	13.09M	157.7K	+111.29%
Dec 31, 2025	HALTER FERGUSON FINANCIAL INC.	0.43%	415.32K	18.16M	209.92K	+102.20%
Dec 31, 2025	KADENSA CAPITAL LTD	0.54%	520.99K	22.78M	65.84K	+14.46%
Dec 31, 2025	AZORA CAPITAL LP	0.92%	882.23K	38.58M	882.23K	+100.00%
Dec 31, 2025	FRED ALGER MANAGEMENT, LLC	1.05%	1.01M	44M	-121.44K	-10.77%
Dec 31, 2025	BARCLAYS PLC	0.9%	864.1K	37.79M	144.69K	+20.11%
Dec 31, 2025	CATALYTIC WEALTH RIA, LLC	0.26%	249.47K	10.91M	19.4K	+8.43%
Dec 31, 2025	KINGDON CAPITAL MANAGEMENT, L.L.C.	0.26%	250K	10.93M	250K	+100.00%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.28%	269.21K	11.77M	-3.57K	-1.31%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.29%	278.59K	12.18M	220.83K	+382.32%
Sep 30, 2025	INVESCO LTD.	0.63%	604.89K	30.73M	-259.67K	-30.04%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.81%	773K	39.27M	422.3K	+120.42%
Sep 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	1.02%	970.31K	49.29M	430.54K	+79.76%
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	1.02%	971.86K	49.37M	232.6K	+31.46%
Sep 30, 2025	MAN GROUP PLC	0.49%	472.24K	23.99M	-39.62K	-7.74%
Sep 30, 2025	CITIGROUP INC	0.58%	550.14K	27.95M	199.32K	+56.81%
Sep 30, 2025	BARCLAYS PLC	0.75%	719.41K	36.55M	135.54K	+23.21%
Sep 30, 2025	UBS GROUP AG	0.86%	825.35K	41.93M	5.29K	+0.64%
Sep 30, 2025	JPMORGAN CHASE & CO	0.58%	551.72K	28.03M	-97.71K	-15.05%
Sep 30, 2025	WOLVERINE TRADING, LLC	0.95%	911.8K	48.09M	150.1K	+19.71%
Sep 30, 2025	COATUE MANAGEMENT LLC	0.91%	870.95K	44.24M	0	0
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.59%	567.87K	28.85M	197.87K	+53.48%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.81%	778.2K	39.53M	778.2K	+100.00%
Sep 30, 2025	CLEAR STREET GROUP INC.	0.6%	571.21K	29.02M	571.21K	+100.00%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	1.04%	991.43K	50.37M	920.92K	+1,306.05%
Sep 30, 2025	TOROSO INVESTMENTS, LLC	1.05%	1M	50.8M	993.78K	+15,974.59%
Sep 30, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	1.1%	1.05M	53.14M	34.03K	+3.36%
Sep 30, 2025	FRED ALGER MANAGEMENT, LLC	1.18%	1.13M	57.28M	-92.13K	-7.55%
Sep 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	1.23%	1.18M	59.88M	-17.03K	-1.42%
Sep 30, 2025	MAREX GROUP PLC	1.37%	1.3M	66.27M	1.12M	+613.85%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	1.66%	1.59M	80.75M	274.02K	+20.83%
Sep 30, 2025	MORGAN STANLEY	1.73%	1.65M	83.92M	-20.68K	-1.24%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.14%	2.04M	103.74M	32.67K	+1.63%
Sep 30, 2025	STATE STREET CORP	2.15%	2.05M	104.21M	-24.67K	-1.19%
Sep 30, 2025	SLATE PATH CAPITAL LP	2.86%	2.73M	138.78M	2.73M	+100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	3.18%	3.04M	154.37M	2.14M	+237.68%
Sep 30, 2025	JERICHO CAPITAL ASSET MANAGEMENT L.P.	4.69%	4.48M	227.63M	826.97K	+22.63%
Sep 30, 2025	BLACKROCK, INC.	7.18%	6.86M	348.29M	87.46K	+1.29%
Sep 30, 2025	VANGUARD GROUP INC	8.63%	8.24M	418.63M	-18.38K	-0.22%
Sep 30, 2025	JANE STREET GROUP, LLC	1.02%	974.7K	49.51M	813.46K	+504.52%
Sep 30, 2025	SQUAREPOINT OPS LLC	0.59%	567.6K	28.83M	-256.5K	-31.12%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.68%	650K	33.02M	650K	+100.00%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.78%	741.43K	37.66M	51.31K	+7.43%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.01%	962.88K	48.91M	-302.1K	-23.88%
Sep 30, 2025	NORTHERN TRUST CORP	0.82%	785.31K	39.89M	593	+0.08%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	65.3K	3.32M	7.07K	+12.13%
Sep 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.07%	70K	35.56K	70K	+100.00%
Sep 30, 2025	DEUTSCHE BANK AG\	0.07%	70.43K	3.58M	2.4K	+3.53%
Sep 30, 2025	FEDERATED HERMES, INC.	0.08%	73.44K	3.73M	-8.16K	-10.00%
Sep 30, 2025	ERSTE ASSET MANAGEMENT GMBH	0.09%	83.4K	4.78M	83.4K	+100.00%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.08%	77.3K	3.93M	-28.2K	-26.73%
Sep 30, 2025	BANK JULIUS BAER & CO. LTD, ZURICH	0.09%	88.6K	4.5M	85.33K	+2,608.62%
Sep 30, 2025	EDGESTREAM PARTNERS, L.P.	0.09%	89.84K	4.56M	33.38K	+59.12%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.09%	90.69K	4.61M	-2.44K	-2.62%
Sep 30, 2025	NORDEA INVESTMENT MANAGEMENT AB	0.1%	98.39K	5.11M	98.39K	+100.00%
Sep 30, 2025	HILLSDALE INVESTMENT MANAGEMENT INC.	0.1%	98.41K	5M	8.97K	+10.03%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.11%	101.7K	5.17M	12.02K	+13.40%
Sep 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.12%	110.86K	5.63M	-31.32K	-22.03%
Sep 30, 2025	LPL FINANCIAL LLC	0.12%	111.56K	5.67M	36.58K	+48.79%
Sep 30, 2025	RHUMBLINE ADVISERS	0.13%	127.18K	6.46M	-3.29K	-2.52%
Sep 30, 2025	QUANTBOT TECHNOLOGIES LP	0.15%	147.32K	7.48M	134.69K	+1,066.40%
Sep 30, 2025	SWISS NATIONAL BANK	0.17%	166K	8.43M	2.6K	+1.59%
Sep 30, 2025	IMC-CHICAGO, LLC	0.19%	178.36K	9.06M	178.36K	+100.00%
Sep 30, 2025	TWIN TREE MANAGEMENT, LP	0.2%	188.2K	9.56M	-154.5K	-45.08%
Sep 30, 2025	HALTER FERGUSON FINANCIAL INC.	0.22%	205.41K	10.43M	205.41K	+100.00%
Sep 30, 2025	ANNEX ADVISORY SERVICES, LLC	0.22%	207.09K	10.52M	207.09K	+100.00%
Sep 30, 2025	SG AMERICAS SECURITIES, LLC	0.22%	207.42K	10.54M	123.66K	+147.62%
Sep 30, 2025	HSBC HOLDINGS PLC	0.24%	228.53K	11.65M	14.33K	+6.69%
Sep 30, 2025	CATALYTIC WEALTH RIA, LLC	0.24%	230.07K	11.69M	217.83K	+1,779.21%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.25%	237.13K	12.05M	-7.28K	-2.98%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.29%	272.78K	13.86M	15.46K	+6.01%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.29%	277.14K	14.08M	-1.01M	-78.43%
Sep 30, 2025	SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC	0.31%	300K	15.24M	-283K	-48.54%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.32%	302.9K	15.39M	-397.1K	-56.73%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.35%	338.33K	17.19M	-46.35K	-12.05%
Sep 30, 2025	ROKOS CAPITAL MANAGEMENT LLP	0.38%	360.72K	18.32M	-118.6K	-24.74%
Sep 30, 2025	OPTIVER HOLDING B.V.	0.38%	367.53K	18.67M	358.27K	+3,866.48%
Sep 30, 2025	TUDOR INVESTMENT CORP ET AL	0.39%	370.9K	18.84M	370.9K	+100.00%
Sep 30, 2025	NUVEEN, LLC	0.46%	435.92K	22.14M	-76.77K	-14.97%
Sep 30, 2025	KADENSA CAPITAL LTD	0.48%	455.15K	23.12M	161.12K	+54.80%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.48%	456.25K	23.18M	328.92K	+258.31%
Sep 30, 2025	JUMP FINANCIAL, LLC	0.49%	470.79K	23.92M	231.82K	+97.01%
Sep 30, 2025	MARSHALL WACE, LLP	0.51%	490.58K	24.92M	379.43K	+341.36%
Sep 30, 2025	GROUPAMA ASSET MANAGMENT	0.52%	500K	461.07K	500K	+100.00%
Sep 30, 2025	CAPITAL FUND MANAGEMENT S.A.	0.59%	562.11K	28.56M	-331.99K	-37.13%
Jun 30, 2025	TWIN TREE MANAGEMENT, LP	0.36%	342.7K	22.17M	-61.8K	-15.28%
Jun 30, 2025	KADENSA CAPITAL LTD	0.31%	294.03K	19.02M	-118.14K	-28.66%
Jun 30, 2025	CAPTION MANAGEMENT, LLC	0.29%	275K	17.79M	25K	+10.00%
Jun 30, 2025	JUMP FINANCIAL, LLC	0.25%	238.97K	15.46M	-23.36K	-8.90%
Jun 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.23%	219.1K	14.17M	46.5K	+26.94%
Jun 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.15%	142.18K	9.2M	72.07K	+102.78%
Jun 30, 2025	POLAR ASSET MANAGEMENT PARTNERS INC.	0.13%	122.4K	7.92M	122.4K	+100.00%
Jun 30, 2025	MARSHALL WACE, LLP	0.12%	111.15K	7.19M	111.15K	+100.00%
Jun 30, 2025	METAVASI CAPITAL LP	0.1%	95K	6.14M	95K	+100.00%
Jun 30, 2025	TUDOR INVESTMENT CORP ET AL	0.29%	275.9K	17.85M	-36.2K	-11.60%
Jun 30, 2025	JERICHO CAPITAL ASSET MANAGEMENT L.P.	3.82%	3.65M	236.33M	3.65M	+100.00%
Jun 30, 2025	CONTOUR ASSET MANAGEMENT LLC	1.45%	1.39M	89.72M	1.39M	+100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.32%	1.26M	81.82M	277.34K	+28.08%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.31%	1.26M	81.18M	56.86K	+4.75%
Jun 30, 2025	CAPITAL FUND MANAGEMENT S.A.	0.94%	894.09K	57.83M	39.94K	+4.68%
Jun 30, 2025	COATUE MANAGEMENT LLC	0.91%	870.95K	56.33M	0	0
Jun 30, 2025	INVESCO LTD.	0.91%	864.56K	55.92M	-405.79K	-31.94%
Jun 30, 2025	SQUAREPOINT OPS LLC	0.86%	824.1K	53.3M	318.2K	+62.90%
Jun 30, 2025	UBS GROUP AG	0.86%	820.06K	53.04M	62.14K	+8.20%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.72%	690.12K	44.64M	32.27K	+4.90%
Jun 30, 2025	MANE GLOBAL CAPITAL MANAGEMENT LP	0.71%	673.71K	43.58M	673.71K	+100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0.68%	649.44K	42.01M	-29.62K	-4.36%
Jun 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.57%	539.77K	34.91M	-412.93K	-43.34%
Jun 30, 2025	MAN GROUP PLC	0.54%	511.87K	33.11M	-393.33K	-43.45%
Jun 30, 2025	ROKOS CAPITAL MANAGEMENT LLP	0.5%	479.32K	31.01M	479.32K	+100.00%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.4%	384.68K	24.88M	-2.69K	-0.69%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.39%	370K	23.93M	-808.4K	-68.60%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.38%	364.19K	23.56M	290.74K	+395.83%
Jun 30, 2025	CITIGROUP INC	0.37%	350.82K	22.69M	-278	-0.08%
Jun 30, 2025	NORGES BANK	1.1%	1.05M	67.78M	1.05M	+100.00%
Jun 30, 2025	ALTSHULER SHAHAM LTD	1.03%	988K	1.83M	977.5K	+9,309.52%
Jun 30, 2025	WALLEYE TRADING LLC	0.35%	329.7K	21.32M	39.3K	+13.53%
Jun 30, 2025	BREVAN HOWARD CAPITAL MANAGEMENT LP	0.1%	91.31K	5.91M	48.18K	+111.69%
Jun 30, 2025	JEFFERIES FINANCIAL GROUP INC.	0.09%	90K	5.82M	50K	+125.00%
Jun 30, 2025	HRT FINANCIAL LP	0.09%	88.6K	5.73M	40.88K	+85.65%
Jun 30, 2025	NISHKAMA CAPITAL, LLC	0.08%	72K	4.66M	72K	+100.00%
Jun 30, 2025	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	0.07%	70.16K	4.54M	0	0
Jun 30, 2025	G2 INVESTMENT PARTNERS MANAGEMENT LLC	0.07%	67.5K	4.37M	67.5K	+100.00%
Jun 30, 2025	ROYAL FUND MANAGEMENT, LLC	0.07%	64.93K	4.2M	-414	-0.63%
Jun 30, 2025	NEBULA RESEARCH & DEVELOPMENT LLC	0.06%	60.69K	3.93M	51.75K	+578.85%
Jun 30, 2025	ALGERT GLOBAL LLC	0.06%	57.69K	3.73M	505	+0.88%
Jun 30, 2025	EDGESTREAM PARTNERS, L.P.	0.06%	56.46K	3.65M	-17.62K	-23.78%
Jun 30, 2025	MORGAN STANLEY	1.75%	1.67M	108.19B	84.98K	+5.35%
Jun 30, 2025	DRIEHAUS CAPITAL MANAGEMENT LLC	1.33%	1.27M	82.27M	56.65K	+4.66%
Jun 30, 2025	FRED ALGER MANAGEMENT, LLC	1.28%	1.22M	78.89M	-544.44K	-30.86%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	1.25%	1.2M	77.34M	-2.26K	-0.19%
Jun 30, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	1.06%	1.01M	65.46M	104.53K	+11.52%
Jun 30, 2025	BLACKROCK, INC.	7.09%	6.77M	437.79M	258.41K	+3.97%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.51%	490K	31.69B	280K	+133.33%
Jun 30, 2025	TOROSO INVESTMENTS, LLC	0.66%	629.29K	40.7M	411.65K	+189.15%
Jun 30, 2025	AQUATIC CAPITAL MANAGEMENT LLC	0.29%	274.88K	17.78M	88K	+47.09%
Jun 30, 2025	SEPIO CAPITAL, LP	0.27%	256.1K	16.56M	75.8K	+42.04%
Jun 30, 2025		0.54%	512.68K	33.16M	97.79K	+23.57%
Jun 30, 2025	Y-INTERCEPT (HONG KONG) LTD	0.13%	128.38K	8.3M	128.38K	+100.00%
Jun 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.77%	739.26K	47.82M	62.21K	+9.19%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.21%	204.69K	13.24M	-22.19K	-9.78%
Jun 30, 2025	KINGDON CAPITAL MANAGEMENT, L.L.C.	0.21%	200K	12.94M	200K	+100.00%
Jun 30, 2025	WALLEYE CAPITAL LLC	0.2%	193.2K	12.5M	132.8K	+219.87%
Jun 30, 2025	HIDDEN LAKE ASSET MANAGEMENT LP	0.2%	187.35K	12.12M	160.28K	+592.28%
Jun 30, 2025	MAREX GROUP PLC	0.19%	182.74K	11.82M	182.74K	+100.00%
Jun 30, 2025	J. GOLDMAN & CO LP	0.18%	170.73K	11.04M	165.23K	+3,004.15%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.15%	140.25K	9.07M	21.57K	+18.18%
Jun 30, 2025	NOMURA HOLDINGS INC	0.15%	140K	9.06M	0	0
Jun 30, 2025	MOORE CAPITAL MANAGEMENT, LP	0.14%	136K	8.8M	136K	+100.00%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.33%	318.5K	20.6M	224.4K	+238.47%
Jun 30, 2025	NORTHERN TRUST CORP	0.82%	784.72K	50.76M	9.91K	+1.28%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.73%	700K	45.28M	-774.2K	-52.52%
Jun 30, 2025	PEAK6 LLC	0.72%	692.4K	44.78M	625.3K	+931.89%
Jun 30, 2025	BARCLAYS PLC	0.61%	583.87K	37.77M	-148.08K	-20.23%
Jun 30, 2025	WOLVERINE TRADING, LLC	0.34%	326.3K	20.7M	-89.1K	-21.45%
Jun 30, 2025	VANGUARD GROUP INC	8.65%	8.26M	534.2M	244.45K	+3.05%
Jun 30, 2025	STATE STREET CORP	2.17%	2.08M	134.28M	67.27K	+3.35%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.1%	2.01M	129.96M	73.58K	+3.80%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	1.38%	1.32M	85.1B	-513.79K	-28.08%
Jun 30, 2025	CITADEL ADVISORS LLC	0.94%	899.9K	58.21B	-715.8K	-44.30%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	1.35%	1.29M	83.12M	-214.03K	-14.28%
Jun 30, 2025	JANE STREET GROUP, LLC	0.5%	474.5K	30.69M	-146.5K	-23.59%
Jun 30, 2025	SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC	0.4%	385K	24.9M	385K	+100.00%
Jun 30, 2025	NUVEEN, LLC	0.54%	512.68K	33.16M	97.79K	+23.57%
Mar 31, 2025	FRED ALGER MANAGEMENT, LLC	1.87%	1.76M	81.2M	-150.99K	-7.88%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	1.94%	1.83M	84.21M	-583.93K	-24.20%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.05%	1.94M	89.11M	89.1K	+4.83%
Mar 31, 2025	STATE STREET CORP	2.13%	2.01M	92.46M	-22.76K	-1.12%
Mar 31, 2025	VANGUARD GROUP INC	8.5%	8.01M	368.91M	221.2K	+2.84%
Mar 31, 2025	DRIEHAUS CAPITAL MANAGEMENT LLC	1.29%	1.22M	55.94M	506.79K	+71.53%
Mar 31, 2025	JANE STREET GROUP, LLC	0.66%	621K	28.58M	-1.57M	-71.70%
Mar 31, 2025	BARCLAYS PLC	0.78%	731.95K	33.69M	332.33K	+83.16%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	1.59%	1.5M	69.01M	-423.58K	-22.03%
Mar 31, 2025	WOLVERINE TRADING, LLC	0.44%	415.4K	19.64M	18.6K	+4.69%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.05%	987.64K	45.46M	455.51K	+85.60%
Mar 31, 2025	BLACKROCK, INC.	6.91%	6.51M	299.66M	198.58K	+3.15%
Mar 31, 2025	INVESCO LTD.	1.35%	1.27M	58.47M	560.67K	+79.00%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	1.25%	1.18M	54.24M	573.39K	+94.77%
Mar 31, 2025	MAN GROUP PLC	0.96%	905.2K	41.67M	312.95K	+52.84%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.41%	387.37K	17.83M	-8.73K	-2.20%
Mar 31, 2025		0.44%	414.89K	19.1M	414.89K	+100.00%
Mar 31, 2025	SQUAREPOINT OPS LLC	0.45%	426.08K	19.61M	-32.89K	-7.17%
Mar 31, 2025	CITIGROUP INC	0.37%	351.1K	16.16M	-5.54K	-1.55%
Mar 31, 2025	NORTHERN TRUST CORP	0.82%	774.81K	35.66M	-7.75K	-0.99%
Mar 31, 2025	TWIN TREE MANAGEMENT, LP	0.43%	404.5K	18.62M	332.9K	+464.94%
Mar 31, 2025	CAPITAL FUND MANAGEMENT S.A.	0.46%	435.8K	20.06M	198K	+83.26%
Mar 31, 2025	KADENSA CAPITAL LTD	0.44%	412.17K	18.97M	412.17K	+100.00%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.7%	657.86K	30.28M	737	+0.11%
Mar 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.72%	677.05K	31.16M	221.88K	+48.75%
Mar 31, 2025	COATUE MANAGEMENT LLC	0.92%	870.95K	40.09M	521.89K	+149.51%
Mar 31, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	0.96%	907.58K	41.78M	197.88K	+27.88%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.27%	1.2M	55.15M	237.43K	+24.71%
Mar 31, 2025	UBS GROUP AG	0.8%	757.93K	34.89M	195.88K	+34.85%
Mar 31, 2025	JPMORGAN CHASE & CO	0.72%	679.06K	31.26M	-44.25K	-6.12%
Mar 31, 2025	SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC	0.64%	600K	27.62M	-330K	-35.48%
Mar 31, 2025	TREXQUANT INVESTMENT LP	0.51%	476.65K	21.94M	-119.74K	-20.08%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.47%	442.7K	20.38M	-868.6K	-66.24%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	1.66%	1.57M	72.11M	-6.7K	-0.43%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	1.53%	1.44M	66.36M	61.7K	+4.47%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	1.56%	1.47M	67.86M	-235.1K	-13.75%
Mar 31, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	1.01%	952.7K	43.85M	-74.16K	-7.22%
Mar 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	1.27%	1.2M	55.14M	44.64K	+3.87%
Mar 31, 2025	MORGAN STANLEY	1.68%	1.59M	73.08M	-1.05M	-39.69%
Mar 31, 2025	CITADEL ADVISORS LLC	1.71%	1.62M	74.37M	-683.3K	-29.72%
Mar 31, 2024	EDGESTREAM PARTNERS, L.P.	0.1%	82.74K	2.22M	52.46K	+173.24%
Mar 31, 2024	MORGAN STANLEY	2.69%	2.26M	60.67M	123.81K	+5.81%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0.45%	395.77K	10.64M	220	+0.06%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.99%	1.67M	44.83M	63.57K	+3.96%
Mar 31, 2024	VANGUARD GROUP INC	8.51%	7.13M	191.7M	115.06K	+1.64%
Mar 31, 2024	SEVEN EIGHT CAPITAL, LP	0.22%	189.39K	5.09M	147.21K	+349.08%
Mar 31, 2024	BALYASNY ASSET MANAGEMENT L.P.	0.24%	205.7K	5.53M	205.7K	+100.00%
Mar 31, 2024	WALLEYE CAPITAL LLC	0.24%	208.5K	5.61M	77.2K	+58.80%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.24%	200.7K	5.4M	200K	+28,571.43%
Mar 31, 2024	AZORA CAPITAL LP	0.24%	210.24K	5.65M	210.24K	+100.00%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.24%	204.06K	5.49M	-899	-0.44%
Mar 31, 2024	CUBIST SYSTEMATIC STRATEGIES, LLC	0.26%	222.2K	5.97M	30.8K	+16.09%
Mar 31, 2024	LIONTRUST INVESTMENT PARTNERS LLP	0.26%	230K	6.18M	75K	+48.39%
Mar 31, 2024	GTS SECURITIES LLC	0.27%	233.6K	6.28M	-295.9K	-55.88%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.28%	236.22K	6.35M	-23.66K	-9.10%
Mar 31, 2024	WALLEYE TRADING LLC	0.29%	239.2K	6.43M	-91.2K	-27.60%
Mar 31, 2024	CAPITAL FUND MANAGEMENT S.A.	0.33%	283.3K	7.62M	-28.3K	-9.08%
Mar 31, 2024	TWO SIGMA SECURITIES, LLC	0.34%	299.6K	8.06M	126.1K	+72.68%
Mar 31, 2024	WHITEBOX ADVISORS LLC	0.34%	300K	8.07M	-120K	-28.57%
Mar 31, 2024	WOLVERINE TRADING, LLC	0.35%	289.2K	7.78M	-289.2K	-50.00%
Mar 31, 2024	MARSHALL WACE, LLP	0.53%	457.1K	12.29M	319.9K	+233.17%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.55%	458.7K	12.33M	144.53K	+46.00%
Mar 31, 2024	FRED ALGER MANAGEMENT, LLC	0.58%	507.53K	13.65M	232.21K	+84.34%
Mar 31, 2024	CITADEL ADVISORS LLC	0.59%	497.51K	13.38M	-10.15K	-2.00%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.6%	521.46K	14.03M	-870.74K	-62.54%
Mar 31, 2024	JANE STREET GROUP, LLC	0.66%	553.2K	14.88M	-1.36M	-71.06%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.7%	582.6K	15.67M	9.43K	+1.64%
Mar 31, 2024	NORTHERN TRUST CORP	0.79%	664.08K	17.86M	-47.75K	-6.71%
Mar 31, 2024	POINT72 ASSET MANAGEMENT, L.P.	0.86%	746.65K	20.08M	746.65K	+100.00%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.93%	805.24K	10.94M	-213.11K	-20.93%
Mar 31, 2024	BARCLAYS PLC	0.68%	570.05K	15.33M	148.47K	+35.22%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	1%	836.19K	22.49M	-372.63K	-30.83%
Mar 31, 2024	VOLORIDGE INVESTMENT MANAGEMENT, LLC	1.17%	1.02M	27.39M	4.16K	+0.41%
Mar 31, 2024	SANDLER CAPITAL MANAGEMENT	1.22%	1.07M	28.66M	465K	+77.37%
Mar 31, 2024	D. E. SHAW & CO., INC.	1.74%	1.46M	39.17M	866K	+146.63%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.74%	1.46M	39.23M	1.42M	+4,046.77%
Mar 31, 2024	COATUE MANAGEMENT LLC	1%	870.95K	23.42M	186.16K	+27.18%
Mar 31, 2024	GRYPHON FINANCIAL PARTNERS LLC	0.05%	40K	1.08M	-10K	-20.00%
Mar 31, 2024	MIRACLE MILE ADVISORS, LLC	0.05%	40.37K	1.09M	65	+0.16%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.05%	41.33K	1.11M	1.46K	+3.67%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	41.44K	1.11M	41.44K	+100.00%
Mar 31, 2024	WMG FINANCIAL ADVISORS, LLC	0.06%	49.13K	1.32M	-2K	-3.91%
Mar 31, 2024	ESCHLER ASSET MANAGEMENT LLP	0.06%	50K	1.34M	50K	+100.00%
Mar 31, 2024	ENTROPY TECHNOLOGIES, LP	0.06%	50.5K	1.36M	50.5K	+100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.06%	50.56K	1.36M	7.8K	+18.25%
Mar 31, 2024	CITIGROUP INC	0.07%	54.97K	1.48M	-7.03K	-11.34%
Mar 31, 2024	HAP TRADING, LLC	0.06%	50.4K	44.06K	37.3K	+284.73%
Mar 31, 2024	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.07%	57.36K	1.54M	0	0
Mar 31, 2024	ATOMI FINANCIAL GROUP, INC.	0.07%	58.6K	1.58M	-54	-0.09%
Mar 31, 2024	LPL FINANCIAL LLC	0.08%	65.01K	1.75M	6.32K	+10.77%
Mar 31, 2024	CUTLER GROUP LLC / CA	0.08%	68.7K	346K	-432.8K	-86.30%
Mar 31, 2024	INVESCO LTD.	0.08%	69.64K	1.87M	-40.94K	-37.02%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.08%	70.85K	1.91M	-16.23K	-18.64%
Mar 31, 2024	CREDIT SUISSE AG/	0.09%	71.57K	1.92M	-223	-0.31%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.09%	72.35K	1.95B	787	+1.10%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.09%	76.15K	2.05M	-15.9K	-17.27%
Mar 31, 2024	BANK JULIUS BAER & CO. LTD, ZURICH	0.09%	78.4K	2.11M	19.5K	+33.11%
Mar 31, 2024	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.1%	79.92K	1.27M	59.35K	+288.42%
Mar 31, 2024	JPMORGAN CHASE & CO	0.12%	101.78K	2.74M	-84.96K	-45.50%
Mar 31, 2024	RHUMBLINE ADVISERS	0.13%	106.31K	2.86M	3.29K	+3.19%
Mar 31, 2024	UBS GROUP AG	0.14%	119.45K	3.21M	35.98K	+43.11%
Mar 31, 2024	OPTIVER HOLDING B.V.	0.16%	131.81K	3.54M	65.51K	+98.79%
Mar 31, 2024	PEAK6 INVESTMENTS LLC	0.16%	133.4K	3.59M	123.4K	+1,234.00%
Mar 31, 2024	SWISS NATIONAL BANK	0.17%	142.7K	3.84M	2.2K	+1.57%
Mar 31, 2024	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.21%	176.12K	4.74M	115.27K	+189.46%
Mar 31, 2024	ZWEIG-DIMENNA ASSOCIATES LLC	0.23%	188.69K	5.07M	0	0
Mar 31, 2024	STATE STREET CORP	2.23%	1.87M	50.24M	32.71K	+1.78%
Mar 31, 2024	BLACKROCK INC.	6.38%	5.34M	143.73M	-187.42K	-3.39%
Dec 31, 2023	NOMURA HOLDINGS INC	1.38%	1.16M	47.27M	1.11M	+2,213.80%
Dec 31, 2023	VANGUARD GROUP INC	8.37%	7.01M	286.59M	157.72K	+2.30%
Dec 31, 2023	BLACKROCK INC.	6.6%	5.53M	226.05M	509.53K	+10.14%
Dec 31, 2023	D. E. SHAW & CO., INC.	0.71%	590.6K	24.13M	200.6K	+51.44%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.61%	1.35M	55.26M	1.01M	+298.56%
Dec 31, 2023	CITADEL ADVISORS LLC	0.61%	507.66K	20.74M	-153.45K	-23.21%
Dec 31, 2023		0.47%	395.55K	16.16M	395.55K	+100.00%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.68%	573.18K	23.42M	17.46K	+3.14%
Dec 31, 2023	WOLVERINE TRADING, LLC	0.54%	450.4K	18.4M	130.7K	+40.88%
Dec 31, 2023	MORGAN STANLEY	2.55%	2.13M	87.14M	217.63K	+11.36%
Dec 31, 2023	JANE STREET GROUP, LLC	2.28%	1.91M	78.11M	1.68M	+737.08%
Dec 31, 2023	STATE STREET CORP	2.19%	1.84M	75M	86.73K	+4.96%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.91%	1.6M	65.52M	101.64K	+6.77%
Dec 31, 2023	SANDLER CAPITAL MANAGEMENT	0.72%	601K	24.56M	126K	+26.53%
Dec 31, 2023	COATUE MANAGEMENT LLC	0.82%	684.79K	27.98M	-980.05K	-58.87%
Dec 31, 2023	BANK OF MONTREAL /CAN/	1.66%	1.39M	61.86M	7.02K	+0.51%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.25%	212.3K	8.67M	-496.8K	-70.06%
Dec 31, 2023	BARCLAYS PLC	0.5%	421.58K	17.22M	275.42K	+188.44%
Dec 31, 2023	NORTHERN TRUST CORP	0.85%	711.83K	29.09M	-6.91K	-0.96%
Dec 31, 2023	MOORE CAPITAL MANAGEMENT, LP	0.87%	732.1K	29.91M	732.1K	+100.00%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	1.27%	1.06M	43.35M	760.57K	+253.27%
Dec 31, 2023	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	1.22%	1.02M	41.61M	5.88K	+0.58%
Dec 31, 2023	CAPITAL FUND MANAGEMENT S.A.	0.37%	311.6K	12.73M	-147.9K	-32.19%
Dec 31, 2023	VOLORIDGE INVESTMENT MANAGEMENT, LLC	1.21%	1.01M	41.45M	-234.5K	-18.78%
Dec 31, 2023	JPMORGAN CHASE & CO	0.22%	186.74K	7.63M	-181.06K	-49.23%
Dec 31, 2023	ZWEIG-DIMENNA ASSOCIATES LLC	0.23%	188.69K	7.71M	0	0
Dec 31, 2023	CUBIST SYSTEMATIC STRATEGIES, LLC	0.23%	191.4K	7.82M	65.7K	+52.27%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.24%	204.96K	8.37M	3.74K	+1.86%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.28%	230.6K	9.42M	230.6K	+100.00%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.31%	259.89K	10.62M	11.8K	+4.75%
Dec 31, 2023	SQUAREPOINT OPS LLC	0.31%	260.75K	10.65M	230.2K	+753.56%
Dec 31, 2023	FRED ALGER MANAGEMENT, LLC	0.33%	275.32K	11.25M	-232.74K	-45.81%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.38%	314.17K	12.84M	78.86K	+33.51%
Dec 31, 2023	WALLEYE TRADING LLC	0.38%	318.1K	13M	-52.6K	-14.19%
Dec 31, 2023	WHITEBOX ADVISORS LLC	0.5%	420K	17.16M	200K	+90.91%
Dec 31, 2023	NORGES BANK	0.56%	465.42K	19.02M	465.42K	+100.00%
Dec 31, 2023	CUTLER GROUP LLC / CA	0.3%	249.4K	1.59M	-59.6K	-19.29%

Insiders

Among the UPST insiders holding of 12.28% of the stake in company, DATTA SANJAY, Chief Financial Officer, holds the largest shares of 276.69K. GIROUARD DAVE, Chief Executive Officer, is the second largest UPST insider with ownership of 52.61K shares. MIRGORODSKAYA NATALIA, See Remarks, stands third with possession of 34.27K shares of that stake.

Insiders	Designation	Shares Held
DATTA SANJAY	Chief Financial Officer	276.69K
GIROUARD DAVE	Chief Executive Officer	52.61K
MIRGORODSKAYA NATALIA	See Remarks	34.27K
DARLING SCOTT	Chief Legal Officer	31.64K
COOPER KERRY WHORTON	director	23.93K
GU PAUL	Chief Technology Offier	20K
SINGH CASSIDY SUKHINDER	director	8.28K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 02, 2026	MIRGORODSKAYA NATALIA	SALE	26.02	390	10.15K	34.27K
Feb 25, 2026	MIRGORODSKAYA NATALIA	SALE	28.79	866	24.93K	25.29K
Feb 20, 2026	DARLING SCOTT	SALE	30.25	390	11.8K	31.64K
Feb 20, 2026	DATTA SANJAY	SALE	29.86	7.98K	238.38K	276.69K
Feb 20, 2026	MIRGORODSKAYA NATALIA	SALE	29.90	633	18.92K	26.16K
Jan 05, 2026	DARLING SCOTT	SALE	50.00	1K	50K	17.44K
Dec 12, 2025	DARLING SCOTT	SALE	50.00	7.39K	369.6K	17.44K
Dec 12, 2025	COOPER KERRY WHORTON	SALE	50.00	1.5K	75K	23.93K
Nov 25, 2025	MIRGORODSKAYA NATALIA	SALE	38.91	762	29.65K	26.4K
Nov 20, 2025	MIRGORODSKAYA NATALIA	SALE	36.95	80	2.96K	27.16K
Nov 20, 2025	DARLING SCOTT	SALE	37.02	400	14.81K	97.99K
Nov 20, 2025	DATTA SANJAY	SALE	36.99	1K	36.99K	284.28K
Nov 11, 2025	GU PAUL	PURCHASE	39.22	20K	784.4K	20K
Oct 24, 2025	DARLING SCOTT	SALE	55.01	1K	55.01K	123.15K
Oct 01, 2025	DARLING SCOTT	SALE	54.64	1K	54.64K	123.9K
Sep 17, 2025	DARLING SCOTT	SALE	70.01	1K	70.01K	123.9K
Sep 15, 2025	GIROUARD DAVE	SALE	65.41	6.84K	447.56K	52.61K
Sep 03, 2025	DARLING SCOTT	SALE	69.41	4K	277.65K	123.9K
Sep 02, 2025	COOPER KERRY WHORTON	SALE	69.21	500	34.61K	25.43K
Sep 02, 2025	MIRGORODSKAYA NATALIA	SALE	69.21	1.44K	99.59K	21.08K
Sep 02, 2025	GU PAUL	SALE	68.91	2.34K	161.04K	1.15M
Aug 25, 2025	MIRGORODSKAYA NATALIA	SALE	68.00	1.02K	69.63K	22.52K
Aug 25, 2025	DARLING SCOTT	SALE	68.00	6.4K	435.34K	123.9K
Aug 22, 2025	MIRGORODSKAYA NATALIA	SALE	70.00	365	25.55K	23.54K
Aug 20, 2025	DATTA SANJAY	SALE	61.12	13.47K	823.45K	297.9K
Aug 20, 2025	DARLING SCOTT	SALE	63.31	139	8.8K	130.3K
Aug 20, 2025	MIRGORODSKAYA NATALIA	SALE	61.12	1.08K	65.94K	23.54K
Aug 15, 2025	GIROUARD DAVE	SALE	63.91	2.89K	184.69K	52.61K
Aug 01, 2025	MIRGORODSKAYA NATALIA	SALE	77.97	365	28.46K	24.62K
Aug 01, 2025	DARLING SCOTT	SALE	80.00	1K	80K	137.01K
Jul 15, 2025	GIROUARD DAVE	SALE	75.54	9.55K	721.23K	52.61K
Jul 08, 2025	DARLING SCOTT	SALE	80.04	5K	400.21K	137.01K
Jul 08, 2025	MIRGORODSKAYA NATALIA	SALE	80.07	4K	320.27K	24.62K
Jul 02, 2025	DARLING SCOTT	SALE	70.04	5K	350.18K	137.01K
Jul 02, 2025	MIRGORODSKAYA NATALIA	SALE	70.06	6.53K	457.67K	24.62K
Jul 01, 2025	DARLING SCOTT	SALE	63.56	2K	127.12K	137.01K
Jun 20, 2025	GIROUARD DAVE	SALE	60.05	41.67K	2.5M	52.61K
Jun 11, 2025	GIROUARD DAVE	SALE	60.11	41.67K	2.5M	52.61K
Jun 11, 2025	DARLING SCOTT	SALE	60.00	3K	180K	137.01K
Jun 03, 2025	DARLING SCOTT	SALE	50.00	6.38K	319.15K	137.01K
Jun 02, 2025	COOPER KERRY WHORTON	SALE	46.92	500	23.46K	25.93K
May 23, 2025	MIRGORODSKAYA NATALIA	SALE	44.19	1.34K	59.21K	24.62K
May 20, 2025	DARLING SCOTT	SALE	46.98	6.73K	316.25K	143.4K
May 20, 2025	MIRGORODSKAYA NATALIA	SALE	46.96	764	35.87K	25.96K
May 20, 2025	DATTA SANJAY	SALE	46.97	13.51K	634.67K	311.36K
May 01, 2025	DARLING SCOTT	SALE	50.16	1K	50.16K	150.13K
Apr 29, 2025	DARLING SCOTT	SALE	50.27	1K	50.27K	150.13K
Mar 03, 2025	COOPER KERRY WHORTON	SALE	68.09	500	34.05K	18.16K
Mar 03, 2025	DARLING SCOTT	SALE	67.89	2K	135.78K	150.13K
Feb 28, 2025	DARLING SCOTT	SALE	64.65	419	27.09K	135.46K
Feb 25, 2025	MIRGORODSKAYA NATALIA	SALE	69.00	1.31K	90.32K	19.76K
Feb 20, 2025	GU PAUL	SALE	79.56	400	31.82K	1.01M
Feb 20, 2025	DARLING SCOTT	SALE	79.58	100	7.96K	143.41K
Feb 20, 2025	GIROUARD DAVE	SALE	79.58	100	7.96K	52.61K
Feb 20, 2025	DATTA SANJAY	SALE	79.59	242	19.26K	295.54K
Feb 20, 2025	MIRGORODSKAYA NATALIA	SALE	79.52	50	3.98K	21.99K
Feb 18, 2025	GIROUARD DAVE	SALE	85.40	8.76K	748.12K	57.14K
Jan 15, 2025	GIROUARD DAVE	SALE	63.09	5.58K	351.73K	57.14K
Dec 16, 2024	GIROUARD DAVE	SALE	84.70	2.74K	231.75K	57.14K
Dec 06, 2024	GU PAUL	SALE	76.18	4.35K	331.37K	863.07K
Dec 05, 2024	GU PAUL	SALE	75.00	4.02K	301.43K	863.07K
Dec 04, 2024	GU PAUL	SALE	75.06	28.16K	2.11M	863.07K
Dec 02, 2024	GU PAUL	SALE	75.26	2.6K	195.67K	863.07K
Dec 02, 2024	COOPER KERRY WHORTON	SALE	74.59	500	37.3K	17.96K
Dec 02, 2024	SINGH CASSIDY SUKHINDER	SALE	74.43	200	14.89K	8.28K
Nov 29, 2024	SINGH CASSIDY SUKHINDER	SALE	78.46	2.93K	229.5K	13.27K
Nov 25, 2024	DARLING SCOTT	SALE	77.27	100	7.73K	147.78K
Nov 25, 2024	MIRGORODSKAYA NATALIA	SALE	77.36	1.41K	109.16K	18.6K
Nov 25, 2024	GU PAUL	SALE	77.25	136	10.51K	863.07K
Nov 21, 2024	GU PAUL	SALE	75.03	21.21K	1.59M	863.07K
Nov 20, 2024	GIROUARD DAVE	SALE	70.43	1.12K	78.53K	57.14K
Nov 20, 2024	DARLING SCOTT	SALE	70.50	1.74K	122.73K	150.78K
Nov 20, 2024	DATTA SANJAY	SALE	70.50	4.68K	329.8K	310.97K
Nov 20, 2024	MIRGORODSKAYA NATALIA	SALE	70.49	408	28.76K	20.01K
Nov 20, 2024	GU PAUL	SALE	70.45	4.02K	283.49K	863.07K
Nov 18, 2024	DATTA SANJAY	SALE	68.56	1.5K	102.84K	329.59K
Nov 15, 2024	GIROUARD DAVE	SALE	66.94	4.63K	309.98K	61.51K
Nov 15, 2024	GU PAUL	SALE	69.17	100	6.92K	878.57K
Nov 11, 2024	DATTA SANJAY	SALE	79.54	1.5K	119.31K	331.09K
Nov 08, 2024	GIROUARD DAVE	SALE	65.15	41.67K	2.71M	61.51K
Nov 04, 2024	DATTA SANJAY	SALE	48.66	1.5K	72.99K	332.59K
Nov 01, 2024	DARLING SCOTT	SALE	48.85	2.21K	107.97K	157.17K
Oct 28, 2024	DATTA SANJAY	SALE	51.70	1.5K	77.55K	334.09K
Oct 21, 2024	DATTA SANJAY	SALE	53.81	1.5K	80.72K	335.59K
Oct 14, 2024	DATTA SANJAY	SALE	48.68	1.5K	73.02K	337.09K
Oct 14, 2024	DARLING SCOTT	SALE	50.02	9K	450.21K	152.04K
Oct 14, 2024	MIRGORODSKAYA NATALIA	SALE	50.00	3K	150K	21.52K
Oct 14, 2024	GU PAUL	SALE	50.26	20K	1.01M	878.57K
Oct 11, 2024	MIRGORODSKAYA NATALIA	SALE	45.01	2K	90.02K	21.52K
Oct 11, 2024	DARLING SCOTT	SALE	45.00	20K	900.07K	161.04K
Oct 07, 2024	DATTA SANJAY	SALE	41.29	1.5K	61.94K	338.59K
Oct 04, 2024	DARLING SCOTT	SALE	40.01	1.3K	52.01K	161.04K
Oct 04, 2024	GU PAUL	SALE	40.10	8.8K	352.91K	878.57K
Oct 01, 2024	DARLING SCOTT	SALE	40.06	3.9K	156.23K	161.04K
Oct 01, 2024	GU PAUL	SALE	39.94	6.15K	245.65K	878.57K
Sep 30, 2024	DATTA SANJAY	SALE	40.32	1.5K	60.48K	340.09K
Sep 30, 2024	MIRGORODSKAYA NATALIA	SALE	40.32	959	38.67K	21.52K
Sep 23, 2024	DATTA SANJAY	SALE	40.00	1.5K	60K	341.59K
Sep 16, 2024	DATTA SANJAY	SALE	34.42	1.5K	51.63K	343.09K
Sep 09, 2024	DATTA SANJAY	SALE	34.85	1.5K	52.28K	344.59K
Sep 03, 2024	DARLING SCOTT	SALE	41.58	100	4.16K	161.04K
Sep 03, 2024	MIRGORODSKAYA NATALIA	SALE	41.54	360	14.96K	22.48K
Sep 03, 2024	GU PAUL	SALE	41.21	30.26K	1.25M	878.57K
Sep 03, 2024	DATTA SANJAY	SALE	41.77	1.5K	62.66K	346.09K
Aug 29, 2024	MIRGORODSKAYA NATALIA	SALE	45.00	2K	90K	22.48K
Aug 29, 2024	DARLING SCOTT	SALE	45.00	9K	405K	164.87K
Aug 26, 2024	DATTA SANJAY	SALE	42.44	1.5K	63.66K	347.59K
Aug 23, 2024	MIRGORODSKAYA NATALIA	SALE	40.02	2.08K	83.24K	22.48K
Aug 23, 2024	DARLING SCOTT	SALE	40.00	3K	120.01K	173.87K
Aug 20, 2024	MIRGORODSKAYA NATALIA	SALE	38.36	1.26K	48.48K	24.56K
Aug 20, 2024	GIROUARD DAVE	SALE	38.35	3.36K	128.88K	61.51K
Aug 20, 2024	DARLING SCOTT	SALE	38.94	120	4.67K	176.87K
Aug 20, 2024	GU PAUL	SALE	38.93	200	7.79K	878.57K
Aug 20, 2024	DATTA SANJAY	SALE	38.93	200	7.79K	349.09K
Aug 19, 2024	GU PAUL	SALE	40.01	10K	400.07K	894.63K
Aug 19, 2024	DATTA SANJAY	SALE	37.00	1.5K	55.5K	368.4K
Aug 19, 2024	DARLING SCOTT	SALE	40.00	9K	360K	184.06K
Aug 15, 2024	GU PAUL	SALE	37.79	2.88K	108.94K	894.63K
Aug 12, 2024	DATTA SANJAY	SALE	35.39	1.5K	53.09K	369.9K
Aug 07, 2024	MIRGORODSKAYA NATALIA	SALE	35.00	2.5K	87.5K	25.82K
Aug 07, 2024	DARLING SCOTT	SALE	35.01	4.5K	157.56K	192.49K
Aug 05, 2024	DATTA SANJAY	SALE	20.98	1K	20.98K	371.4K
Jul 29, 2024	DATTA SANJAY	SALE	26.31	1K	26.31K	372.4K
Jul 22, 2024	DATTA SANJAY	SALE	28.15	1K	28.15K	373.4K
Jul 15, 2024	DATTA SANJAY	SALE	27.80	1K	27.8K	374.4K
Jul 15, 2024	GU PAUL	SALE	30.05	10K	300.54K	894.63K
Jul 11, 2024	GU PAUL	SALE	25.88	10K	258.77K	894.63K
Jul 08, 2024	DATTA SANJAY	SALE	23.41	1K	23.41K	375.4K
Jul 01, 2024	DATTA SANJAY	SALE	23.63	1K	23.63K	376.4K
Jul 01, 2024	GU PAUL	SALE	23.52	5K	117.59K	894.63K
Jun 24, 2024	DATTA SANJAY	SALE	21.68	1K	21.68K	377.4K
Jun 17, 2024	DATTA SANJAY	SALE	22.22	1K	22.22K	378.4K
Jun 10, 2024	DATTA SANJAY	SALE	24.00	1K	24K	379.4K
Jun 03, 2024	GU PAUL	SALE	25.20	15K	378K	894.63K
Jun 03, 2024	DARLING SCOTT	SALE	25.44	3K	76.33K	196.99K
Jun 03, 2024	DATTA SANJAY	SALE	25.49	1K	25.49K	380.4K
May 28, 2024	DATTA SANJAY	SALE	23.71	1K	23.71K	381.4K
May 23, 2024	MIRGORODSKAYA NATALIA	SALE	24.27	2.16K	52.33K	25.82K
May 20, 2024	GU PAUL	SALE	25.61	15.13K	387.48K	894.63K
May 20, 2024	DARLING SCOTT	SALE	25.62	4.38K	112.28K	199.99K
May 20, 2024	DATTA SANJAY	SALE	25.61	18.14K	464.54K	382.4K
May 20, 2024	GIROUARD DAVE	SALE	25.62	3K	76.78K	64.87K
May 20, 2024	MIRGORODSKAYA NATALIA	SALE	25.61	1.19K	30.43K	27.98K
May 15, 2024	GU PAUL	SALE	30.04	39.69K	1.19M	893.6K
Apr 01, 2024	GU PAUL	SALE	26.31	60K	1.58M	893.6K
Mar 11, 2024	DATTA SANJAY	SALE	27.50	1K	27.5K	400.54K
Mar 04, 2024	DATTA SANJAY	SALE	26.21	1K	26.21K	401.54K
Mar 01, 2024	GU PAUL	SALE	26.16	1.3K	33.93K	893.6K
Mar 01, 2024	MIRGORODSKAYA NATALIA	SALE	25.48	2.5K	63.69K	29.17K
Feb 26, 2024	DATTA SANJAY	SALE	24.13	1K	24.13K	341.34K
Feb 26, 2024	DARLING SCOTT	SALE	25.42	1K	25.42K	173.78K
Feb 23, 2024	MIRGORODSKAYA NATALIA	SALE	24.30	1.92K	46.63K	28.25K
Feb 21, 2024	DARLING SCOTT	SALE	24.52	536	13.14K	174.78K
Feb 20, 2024	MIRGORODSKAYA NATALIA	SALE	25.29	1.42K	35.98K	30.17K
Feb 20, 2024	GIROUARD DAVE	SALE	25.29	4.16K	105.18K	67.87K
Feb 20, 2024	DATTA SANJAY	SALE	25.28	11.51K	291.03K	342.34K
Feb 20, 2024	GU PAUL	SALE	25.28	16.42K	415.21K	832.4K
Feb 20, 2024	DARLING SCOTT	SALE	25.29	4.75K	120.15K	175.31K
Feb 15, 2024	GU PAUL	SALE	26.50	30K	795.04K	848.82K
Feb 12, 2024	DATTA SANJAY	SALE	33.84	1K	33.84K	354.09K
Feb 05, 2024	DATTA SANJAY	SALE	31.70	1K	31.7K	355.09K
Jan 29, 2024	DATTA SANJAY	SALE	32.62	1K	32.62K	356.09K
Jan 29, 2024	DARLING SCOTT	SALE	35.38	910	32.19K	169.53K
Jan 25, 2024	DARLING SCOTT	SALE	35.05	40	1.4K	170.44K
Jan 24, 2024	DARLING SCOTT	SALE	37.47	200	7.49K	170.48K
Jan 22, 2024	DATTA SANJAY	SALE	33.71	1K	33.71K	357.09K
Jan 16, 2024	DATTA SANJAY	SALE	31.04	1K	31.04K	358.09K
Jan 08, 2024	DATTA SANJAY	SALE	34.14	1K	34.14K	359.09K
Jan 02, 2024	DATTA SANJAY	SALE	39.62	1K	39.62K	360.09K
Jan 02, 2024	GU PAUL	SALE	40.57	1.3K	52.74K	848.06K
Dec 27, 2023	DARLING SCOTT	SALE	46.82	332	15.55K	172.53K
Dec 26, 2023	DATTA SANJAY	SALE	44.55	1K	44.55K	361.09K
Dec 26, 2023	DARLING SCOTT	SALE	45.18	2.04K	92.31K	172.53K
Dec 22, 2023	DARLING SCOTT	SALE	46.06	400	18.42K	172.53K
Dec 18, 2023	DATTA SANJAY	SALE	43.99	1K	43.99K	362.09K
Dec 13, 2023	GU PAUL	SALE	40.03	10K	400.27K	848.06K
Dec 11, 2023	DATTA SANJAY	SALE	37.76	1K	37.76K	363.09K
Dec 08, 2023	DARLING SCOTT	SALE	37.25	60	2.24K	175.53K
Dec 06, 2023	GU PAUL	SALE	35.04	10K	350.41K	848.06K
Dec 06, 2023	DARLING SCOTT	SALE	36.57	2.53K	92.62K	175.53K
Dec 04, 2023	DATTA SANJAY	SALE	31.51	1K	31.51K	364.09K
Dec 01, 2023	GU PAUL	SALE	30.01	10K	300.1K	848.06K
Nov 28, 2023	DARLING SCOTT	SALE	25.30	800	20.24K	175.53K
Nov 27, 2023	DARLING SCOTT	SALE	25.02	200	5K	176.33K
Nov 27, 2023	DATTA SANJAY	SALE	23.80	1K	23.8K	365.09K
Nov 24, 2023	MIRGORODSKAYA NATALIA	SALE	23.25	2.44K	56.83K	30.83K
Nov 21, 2023	DATTA SANJAY	SALE	24.01	21.67K	520.46K	366.09K
Nov 21, 2023	MIRGORODSKAYA NATALIA	SALE	23.99	1.44K	34.48K	33.28K
Nov 21, 2023	DARLING SCOTT	SALE	24.03	6.06K	145.63K	176.53K
Nov 21, 2023	GIROUARD DAVE	SALE	24.01	4.27K	102.41K	72.03K
Nov 21, 2023	GU PAUL	SALE	23.99	19.51K	468.08K	848.06K
Nov 20, 2023	DATTA SANJAY	SALE	25.79	1K	25.79K	387.76K
Nov 15, 2023	GU PAUL	SALE	25.01	15K	375.16K	867.58K
Nov 13, 2023	DATTA SANJAY	SALE	20.57	1K	20.57K	388.76K
Nov 06, 2023	DATTA SANJAY	SALE	31.00	1K	31K	389.76K
Nov 02, 2023	DARLING SCOTT	SALE	27.09	200	5.42K	182.59K
Oct 30, 2023	DATTA SANJAY	SALE	23.73	1K	23.73K	390.76K
Oct 24, 2023	DARLING SCOTT	SALE	25.37	520	13.19K	183.07K
Oct 23, 2023	DATTA SANJAY	SALE	23.97	1K	23.97K	391.76K
Oct 16, 2023	DATTA SANJAY	SALE	27.35	1K	27.35K	392.76K
Oct 10, 2023	GU PAUL	SALE	30.05	5K	150.27K	867.58K
Oct 09, 2023	DATTA SANJAY	SALE	26.73	1K	26.73K	393.76K
Oct 02, 2023	GU PAUL	SALE	28.50	15K	427.55K	867.58K
Oct 02, 2023	DATTA SANJAY	SALE	28.74	1K	28.74K	394.76K
Sep 25, 2023	DATTA SANJAY	SALE	26.00	1K	26K	395.76K
Sep 25, 2023	DARLING SCOTT	SALE	26.58	1K	26.58K	183.59K
Sep 18, 2023	DATTA SANJAY	SALE	29.50	1K	29.5K	396.76K
Sep 11, 2023	DATTA SANJAY	SALE	31.09	1K	31.09K	397.76K
Sep 06, 2023	DARLING SCOTT	SALE	35.08	200	7.02K	184.59K
Sep 06, 2023	GU PAUL	SALE	35.02	5K	175.1K	867.58K
Sep 05, 2023	DATTA SANJAY	SALE	32.53	1K	32.53K	398.76K
Sep 01, 2023	GU PAUL	SALE	32.33	20K	646.6K	867.58K
Aug 30, 2023	MIRGORODSKAYA NATALIA	SALE	32.16	5.6K	180.22K	34.71K
Aug 28, 2023	DARLING SCOTT	SALE	30.48	40	1.22K	184.59K
Aug 24, 2023	MIRGORODSKAYA NATALIA	SALE	33.00	1.42K	46.89K	37.32K
Aug 22, 2023	GIROUARD DAVE	SALE	32.61	3.42K	111.53K	76.49K
Aug 22, 2023	DATTA SANJAY	SALE	33.18	1.5K	49.77K	399.76K
Aug 22, 2023	DARLING SCOTT	SALE	33.17	350	11.61K	186.26K
Aug 22, 2023	MIRGORODSKAYA NATALIA	SALE	33.22	40	1.33K	38.74K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE20K1

SALES23.4K13

NET SHARES-3.4K12

SHARES HELD1.03M14

% NET SHARES-100.33%-14.29%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares21.93

Short Percent Of Float25

Shares Outstanding96.22M

Shares Float84.11M

Shares Short21.10M

Short Ratio2.75

25%

Short % of Float

21.93%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

12.28% Percentage of Shares held by All Insiders

73.21% Percentage of Shares held by All Institutions

83.46% Percentage of Float held by Institutions

539

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	WALLEYE TRADING LLC	0.3%	284.7K	12.45M	-127.3K	-30.90%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.33%	318.55K	13.93M	81.42K	+34.33%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.35%	336.19K	14.7M	-2.15K	-0.63%
Dec 31, 2025	DIVISADERO STREET CAPITAL MANAGEMENT, LP	0.39%	370K	16.18M	370K	+100.00%
Dec 31, 2025	JPMORGAN CHASE & CO	0.42%	410.61K	17.96M	-141.12K	-25.58%
Dec 31, 2025	JANE STREET GROUP, LLC	0.82%	789.1K	34.51M	-917.5K	-53.76%
Dec 31, 2025	NUVEEN, LLC	0.2%	189.63K	8.29M	-246.28K	-56.50%
Dec 31, 2025	MAXI INVESTMENTS CY LTD	0.2%	193.4K	8.46M	193.4K	+100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.22%	210.16K	9.19M	-636.08K	-75.17%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.23%	218.75K	9.57M	-237.5K	-52.05%
Dec 31, 2025	SQUAREPOINT OPS LLC	0.23%	218.8K	9.57M	-348.8K	-61.45%
Dec 31, 2025	CARNEGIE CAPITAL ASSET MANAGEMENT, LLC	0.25%	238.16K	10.41M	238.16K	+100.00%
Dec 31, 2025	BAILLIE GIFFORD & CO	0.79%	758.93K	33.19M	758.93K	+100.00%
Dec 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.87%	850.84K	37.21M	-121.02K	-12.45%
Dec 31, 2025	CITADEL ADVISORS LLC	1.15%	1.11M	48.35M	809.6K	+273.37%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.64%	2.54M	111.01M	2.29M	+935.84%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.34%	1.29M	56.28M	324.21K	+33.67%
Dec 31, 2025	D. E. SHAW & CO., INC.	0.78%	745.2K	32.59M	-27.8K	-3.60%
Dec 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	1.26%	1.21M	52.84M	29.52K	+2.50%
Dec 31, 2025	JERICHO CAPITAL ASSET MANAGEMENT L.P.	5.22%	5.01M	219.17M	531K	+11.85%
Dec 31, 2025	HIDDEN LAKE ASSET MANAGEMENT LP	0.33%	316.59K	13.84M	316.59K	+100.00%
Dec 31, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.36%	347.88K	15.21M	-622.43K	-64.15%
Dec 31, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.39%	370.18K	16.19M	370.18K	+100.00%
Dec 31, 2025	NISHKAMA CAPITAL, LLC	0.51%	487.06K	21.3M	487.06K	+100.00%
Dec 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.51%	489.22K	21.39M	361.7K	+283.63%
Dec 31, 2025	HSBC HOLDINGS PLC	0.52%	500K	21.91M	500K	+100.00%
Dec 31, 2025	ANNEX ADVISORY SERVICES, LLC	0.44%	421.37K	18.43M	214.28K	+103.47%
Dec 31, 2025	CLEAR STREET GROUP INC.	0.53%	513K	22.43M	513K	+100.00%
Dec 31, 2025	MARSHALL WACE, LLP	0.57%	551.17K	24.1M	60.59K	+12.35%
Dec 31, 2025	CITIGROUP INC	0.59%	563.65K	24.65M	13.51K	+2.46%
Dec 31, 2025	UBS GROUP AG	0.67%	642.14K	28.08M	-183.21K	-22.20%
Dec 31, 2025	BANK OF NOVA SCOTIA	0.15%	141.56K	6.19M	31.97K	+29.17%
Dec 31, 2025	WALLEYE CAPITAL LLC	0.15%	144.1K	6.3M	15.2K	+11.79%
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.16%	157.43K	6.88M	-3K	-1.87%
Dec 31, 2025	SWISS NATIONAL BANK	0.17%	170.8K	7.47M	4.8K	+2.89%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.78%	745.84K	32.62M	4.41K	+0.59%
Dec 31, 2025	LPL FINANCIAL LLC	0.11%	106.68K	4.67M	-4.88K	-4.37%
Dec 31, 2025	RHUMBLINE ADVISERS	0.11%	109.01K	4.77M	-18.17K	-14.29%
Dec 31, 2025	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.11%	109.64K	4.8M	108.81K	+13,189.21%
Dec 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.12%	110.69K	4.84M	-171	-0.15%
Dec 31, 2025	NEO IVY CAPITAL MANAGEMENT	0.15%	140.28K	6.13M	76.92K	+121.41%
Dec 31, 2025	SG AMERICAS SECURITIES, LLC	1.12%	1.09M	47.48M	878.43K	+423.50%
Dec 31, 2025	NORGES BANK	1.17%	1.14M	49.91M	1.14M	+100.00%
Dec 31, 2025	MAREX GROUP PLC	1.23%	1.18M	51.56M	-125.49K	-9.62%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	1.71%	1.65M	72.27M	62.98K	+3.96%
Dec 31, 2025	NORTHERN TRUST CORP	0.77%	744.19K	32.54M	-41.13K	-5.24%
Dec 31, 2025	STATE STREET CORP	2.08%	2M	87.51M	-50.3K	-2.45%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.15%	2.07M	90.47M	26.73K	+1.31%
Dec 31, 2025	MORGAN STANLEY	4.38%	4.21M	183.96M	2.55M	+154.63%
Dec 31, 2025	BLACKROCK, INC.	7.38%	7.09M	309.99M	232.72K	+3.39%
Dec 31, 2025	VANGUARD GROUP INC	8.41%	8.07M	353.06M	-167.07K	-2.03%
Dec 31, 2025	CAPITAL FUND MANAGEMENT S.A.	0.44%	418.3K	18.29M	147.9K	+54.70%
Dec 31, 2025	PEAK6 LLC	0.31%	299.4K	13.09M	157.7K	+111.29%
Dec 31, 2025	HALTER FERGUSON FINANCIAL INC.	0.43%	415.32K	18.16M	209.92K	+102.20%
Dec 31, 2025	KADENSA CAPITAL LTD	0.54%	520.99K	22.78M	65.84K	+14.46%
Dec 31, 2025	AZORA CAPITAL LP	0.92%	882.23K	38.58M	882.23K	+100.00%
Dec 31, 2025	FRED ALGER MANAGEMENT, LLC	1.05%	1.01M	44M	-121.44K	-10.77%
Dec 31, 2025	BARCLAYS PLC	0.9%	864.1K	37.79M	144.69K	+20.11%
Dec 31, 2025	CATALYTIC WEALTH RIA, LLC	0.26%	249.47K	10.91M	19.4K	+8.43%
Dec 31, 2025	KINGDON CAPITAL MANAGEMENT, L.L.C.	0.26%	250K	10.93M	250K	+100.00%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.28%	269.21K	11.77M	-3.57K	-1.31%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.29%	278.59K	12.18M	220.83K	+382.32%
Sep 30, 2025	INVESCO LTD.	0.63%	604.89K	30.73M	-259.67K	-30.04%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.81%	773K	39.27M	422.3K	+120.42%
Sep 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	1.02%	970.31K	49.29M	430.54K	+79.76%
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	1.02%	971.86K	49.37M	232.6K	+31.46%
Sep 30, 2025	MAN GROUP PLC	0.49%	472.24K	23.99M	-39.62K	-7.74%
Sep 30, 2025	CITIGROUP INC	0.58%	550.14K	27.95M	199.32K	+56.81%
Sep 30, 2025	BARCLAYS PLC	0.75%	719.41K	36.55M	135.54K	+23.21%
Sep 30, 2025	UBS GROUP AG	0.86%	825.35K	41.93M	5.29K	+0.64%
Sep 30, 2025	JPMORGAN CHASE & CO	0.58%	551.72K	28.03M	-97.71K	-15.05%
Sep 30, 2025	WOLVERINE TRADING, LLC	0.95%	911.8K	48.09M	150.1K	+19.71%
Sep 30, 2025	COATUE MANAGEMENT LLC	0.91%	870.95K	44.24M	0	0
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.59%	567.87K	28.85M	197.87K	+53.48%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.81%	778.2K	39.53M	778.2K	+100.00%
Sep 30, 2025	CLEAR STREET GROUP INC.	0.6%	571.21K	29.02M	571.21K	+100.00%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	1.04%	991.43K	50.37M	920.92K	+1,306.05%
Sep 30, 2025	TOROSO INVESTMENTS, LLC	1.05%	1M	50.8M	993.78K	+15,974.59%
Sep 30, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	1.1%	1.05M	53.14M	34.03K	+3.36%
Sep 30, 2025	FRED ALGER MANAGEMENT, LLC	1.18%	1.13M	57.28M	-92.13K	-7.55%
Sep 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	1.23%	1.18M	59.88M	-17.03K	-1.42%
Sep 30, 2025	MAREX GROUP PLC	1.37%	1.3M	66.27M	1.12M	+613.85%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	1.66%	1.59M	80.75M	274.02K	+20.83%
Sep 30, 2025	MORGAN STANLEY	1.73%	1.65M	83.92M	-20.68K	-1.24%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.14%	2.04M	103.74M	32.67K	+1.63%
Sep 30, 2025	STATE STREET CORP	2.15%	2.05M	104.21M	-24.67K	-1.19%
Sep 30, 2025	SLATE PATH CAPITAL LP	2.86%	2.73M	138.78M	2.73M	+100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	3.18%	3.04M	154.37M	2.14M	+237.68%
Sep 30, 2025	JERICHO CAPITAL ASSET MANAGEMENT L.P.	4.69%	4.48M	227.63M	826.97K	+22.63%
Sep 30, 2025	BLACKROCK, INC.	7.18%	6.86M	348.29M	87.46K	+1.29%
Sep 30, 2025	VANGUARD GROUP INC	8.63%	8.24M	418.63M	-18.38K	-0.22%
Sep 30, 2025	JANE STREET GROUP, LLC	1.02%	974.7K	49.51M	813.46K	+504.52%
Sep 30, 2025	SQUAREPOINT OPS LLC	0.59%	567.6K	28.83M	-256.5K	-31.12%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.68%	650K	33.02M	650K	+100.00%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.78%	741.43K	37.66M	51.31K	+7.43%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.01%	962.88K	48.91M	-302.1K	-23.88%
Sep 30, 2025	NORTHERN TRUST CORP	0.82%	785.31K	39.89M	593	+0.08%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	65.3K	3.32M	7.07K	+12.13%
Sep 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.07%	70K	35.56K	70K	+100.00%
Sep 30, 2025	DEUTSCHE BANK AG\	0.07%	70.43K	3.58M	2.4K	+3.53%
Sep 30, 2025	FEDERATED HERMES, INC.	0.08%	73.44K	3.73M	-8.16K	-10.00%
Sep 30, 2025	ERSTE ASSET MANAGEMENT GMBH	0.09%	83.4K	4.78M	83.4K	+100.00%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.08%	77.3K	3.93M	-28.2K	-26.73%
Sep 30, 2025	BANK JULIUS BAER & CO. LTD, ZURICH	0.09%	88.6K	4.5M	85.33K	+2,608.62%
Sep 30, 2025	EDGESTREAM PARTNERS, L.P.	0.09%	89.84K	4.56M	33.38K	+59.12%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.09%	90.69K	4.61M	-2.44K	-2.62%
Sep 30, 2025	NORDEA INVESTMENT MANAGEMENT AB	0.1%	98.39K	5.11M	98.39K	+100.00%
Sep 30, 2025	HILLSDALE INVESTMENT MANAGEMENT INC.	0.1%	98.41K	5M	8.97K	+10.03%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.11%	101.7K	5.17M	12.02K	+13.40%
Sep 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.12%	110.86K	5.63M	-31.32K	-22.03%
Sep 30, 2025	LPL FINANCIAL LLC	0.12%	111.56K	5.67M	36.58K	+48.79%
Sep 30, 2025	RHUMBLINE ADVISERS	0.13%	127.18K	6.46M	-3.29K	-2.52%
Sep 30, 2025	QUANTBOT TECHNOLOGIES LP	0.15%	147.32K	7.48M	134.69K	+1,066.40%
Sep 30, 2025	SWISS NATIONAL BANK	0.17%	166K	8.43M	2.6K	+1.59%
Sep 30, 2025	IMC-CHICAGO, LLC	0.19%	178.36K	9.06M	178.36K	+100.00%
Sep 30, 2025	TWIN TREE MANAGEMENT, LP	0.2%	188.2K	9.56M	-154.5K	-45.08%
Sep 30, 2025	HALTER FERGUSON FINANCIAL INC.	0.22%	205.41K	10.43M	205.41K	+100.00%
Sep 30, 2025	ANNEX ADVISORY SERVICES, LLC	0.22%	207.09K	10.52M	207.09K	+100.00%
Sep 30, 2025	SG AMERICAS SECURITIES, LLC	0.22%	207.42K	10.54M	123.66K	+147.62%
Sep 30, 2025	HSBC HOLDINGS PLC	0.24%	228.53K	11.65M	14.33K	+6.69%
Sep 30, 2025	CATALYTIC WEALTH RIA, LLC	0.24%	230.07K	11.69M	217.83K	+1,779.21%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.25%	237.13K	12.05M	-7.28K	-2.98%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.29%	272.78K	13.86M	15.46K	+6.01%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.29%	277.14K	14.08M	-1.01M	-78.43%
Sep 30, 2025	SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC	0.31%	300K	15.24M	-283K	-48.54%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.32%	302.9K	15.39M	-397.1K	-56.73%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.35%	338.33K	17.19M	-46.35K	-12.05%
Sep 30, 2025	ROKOS CAPITAL MANAGEMENT LLP	0.38%	360.72K	18.32M	-118.6K	-24.74%
Sep 30, 2025	OPTIVER HOLDING B.V.	0.38%	367.53K	18.67M	358.27K	+3,866.48%
Sep 30, 2025	TUDOR INVESTMENT CORP ET AL	0.39%	370.9K	18.84M	370.9K	+100.00%
Sep 30, 2025	NUVEEN, LLC	0.46%	435.92K	22.14M	-76.77K	-14.97%
Sep 30, 2025	KADENSA CAPITAL LTD	0.48%	455.15K	23.12M	161.12K	+54.80%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.48%	456.25K	23.18M	328.92K	+258.31%
Sep 30, 2025	JUMP FINANCIAL, LLC	0.49%	470.79K	23.92M	231.82K	+97.01%
Sep 30, 2025	MARSHALL WACE, LLP	0.51%	490.58K	24.92M	379.43K	+341.36%
Sep 30, 2025	GROUPAMA ASSET MANAGMENT	0.52%	500K	461.07K	500K	+100.00%
Sep 30, 2025	CAPITAL FUND MANAGEMENT S.A.	0.59%	562.11K	28.56M	-331.99K	-37.13%
Jun 30, 2025	TWIN TREE MANAGEMENT, LP	0.36%	342.7K	22.17M	-61.8K	-15.28%
Jun 30, 2025	KADENSA CAPITAL LTD	0.31%	294.03K	19.02M	-118.14K	-28.66%
Jun 30, 2025	CAPTION MANAGEMENT, LLC	0.29%	275K	17.79M	25K	+10.00%
Jun 30, 2025	JUMP FINANCIAL, LLC	0.25%	238.97K	15.46M	-23.36K	-8.90%
Jun 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.23%	219.1K	14.17M	46.5K	+26.94%
Jun 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.15%	142.18K	9.2M	72.07K	+102.78%
Jun 30, 2025	POLAR ASSET MANAGEMENT PARTNERS INC.	0.13%	122.4K	7.92M	122.4K	+100.00%
Jun 30, 2025	MARSHALL WACE, LLP	0.12%	111.15K	7.19M	111.15K	+100.00%
Jun 30, 2025	METAVASI CAPITAL LP	0.1%	95K	6.14M	95K	+100.00%
Jun 30, 2025	TUDOR INVESTMENT CORP ET AL	0.29%	275.9K	17.85M	-36.2K	-11.60%
Jun 30, 2025	JERICHO CAPITAL ASSET MANAGEMENT L.P.	3.82%	3.65M	236.33M	3.65M	+100.00%
Jun 30, 2025	CONTOUR ASSET MANAGEMENT LLC	1.45%	1.39M	89.72M	1.39M	+100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.32%	1.26M	81.82M	277.34K	+28.08%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.31%	1.26M	81.18M	56.86K	+4.75%
Jun 30, 2025	CAPITAL FUND MANAGEMENT S.A.	0.94%	894.09K	57.83M	39.94K	+4.68%
Jun 30, 2025	COATUE MANAGEMENT LLC	0.91%	870.95K	56.33M	0	0
Jun 30, 2025	INVESCO LTD.	0.91%	864.56K	55.92M	-405.79K	-31.94%
Jun 30, 2025	SQUAREPOINT OPS LLC	0.86%	824.1K	53.3M	318.2K	+62.90%
Jun 30, 2025	UBS GROUP AG	0.86%	820.06K	53.04M	62.14K	+8.20%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.72%	690.12K	44.64M	32.27K	+4.90%
Jun 30, 2025	MANE GLOBAL CAPITAL MANAGEMENT LP	0.71%	673.71K	43.58M	673.71K	+100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0.68%	649.44K	42.01M	-29.62K	-4.36%
Jun 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.57%	539.77K	34.91M	-412.93K	-43.34%
Jun 30, 2025	MAN GROUP PLC	0.54%	511.87K	33.11M	-393.33K	-43.45%
Jun 30, 2025	ROKOS CAPITAL MANAGEMENT LLP	0.5%	479.32K	31.01M	479.32K	+100.00%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.4%	384.68K	24.88M	-2.69K	-0.69%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.39%	370K	23.93M	-808.4K	-68.60%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.38%	364.19K	23.56M	290.74K	+395.83%
Jun 30, 2025	CITIGROUP INC	0.37%	350.82K	22.69M	-278	-0.08%
Jun 30, 2025	NORGES BANK	1.1%	1.05M	67.78M	1.05M	+100.00%
Jun 30, 2025	ALTSHULER SHAHAM LTD	1.03%	988K	1.83M	977.5K	+9,309.52%
Jun 30, 2025	WALLEYE TRADING LLC	0.35%	329.7K	21.32M	39.3K	+13.53%
Jun 30, 2025	BREVAN HOWARD CAPITAL MANAGEMENT LP	0.1%	91.31K	5.91M	48.18K	+111.69%
Jun 30, 2025	JEFFERIES FINANCIAL GROUP INC.	0.09%	90K	5.82M	50K	+125.00%
Jun 30, 2025	HRT FINANCIAL LP	0.09%	88.6K	5.73M	40.88K	+85.65%
Jun 30, 2025	NISHKAMA CAPITAL, LLC	0.08%	72K	4.66M	72K	+100.00%
Jun 30, 2025	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	0.07%	70.16K	4.54M	0	0
Jun 30, 2025	G2 INVESTMENT PARTNERS MANAGEMENT LLC	0.07%	67.5K	4.37M	67.5K	+100.00%
Jun 30, 2025	ROYAL FUND MANAGEMENT, LLC	0.07%	64.93K	4.2M	-414	-0.63%
Jun 30, 2025	NEBULA RESEARCH & DEVELOPMENT LLC	0.06%	60.69K	3.93M	51.75K	+578.85%
Jun 30, 2025	ALGERT GLOBAL LLC	0.06%	57.69K	3.73M	505	+0.88%
Jun 30, 2025	EDGESTREAM PARTNERS, L.P.	0.06%	56.46K	3.65M	-17.62K	-23.78%
Jun 30, 2025	MORGAN STANLEY	1.75%	1.67M	108.19B	84.98K	+5.35%
Jun 30, 2025	DRIEHAUS CAPITAL MANAGEMENT LLC	1.33%	1.27M	82.27M	56.65K	+4.66%
Jun 30, 2025	FRED ALGER MANAGEMENT, LLC	1.28%	1.22M	78.89M	-544.44K	-30.86%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	1.25%	1.2M	77.34M	-2.26K	-0.19%
Jun 30, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	1.06%	1.01M	65.46M	104.53K	+11.52%
Jun 30, 2025	BLACKROCK, INC.	7.09%	6.77M	437.79M	258.41K	+3.97%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.51%	490K	31.69B	280K	+133.33%
Jun 30, 2025	TOROSO INVESTMENTS, LLC	0.66%	629.29K	40.7M	411.65K	+189.15%
Jun 30, 2025	AQUATIC CAPITAL MANAGEMENT LLC	0.29%	274.88K	17.78M	88K	+47.09%
Jun 30, 2025	SEPIO CAPITAL, LP	0.27%	256.1K	16.56M	75.8K	+42.04%
Jun 30, 2025		0.54%	512.68K	33.16M	97.79K	+23.57%
Jun 30, 2025	Y-INTERCEPT (HONG KONG) LTD	0.13%	128.38K	8.3M	128.38K	+100.00%
Jun 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.77%	739.26K	47.82M	62.21K	+9.19%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.21%	204.69K	13.24M	-22.19K	-9.78%
Jun 30, 2025	KINGDON CAPITAL MANAGEMENT, L.L.C.	0.21%	200K	12.94M	200K	+100.00%
Jun 30, 2025	WALLEYE CAPITAL LLC	0.2%	193.2K	12.5M	132.8K	+219.87%
Jun 30, 2025	HIDDEN LAKE ASSET MANAGEMENT LP	0.2%	187.35K	12.12M	160.28K	+592.28%
Jun 30, 2025	MAREX GROUP PLC	0.19%	182.74K	11.82M	182.74K	+100.00%
Jun 30, 2025	J. GOLDMAN & CO LP	0.18%	170.73K	11.04M	165.23K	+3,004.15%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.15%	140.25K	9.07M	21.57K	+18.18%
Jun 30, 2025	NOMURA HOLDINGS INC	0.15%	140K	9.06M	0	0
Jun 30, 2025	MOORE CAPITAL MANAGEMENT, LP	0.14%	136K	8.8M	136K	+100.00%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.33%	318.5K	20.6M	224.4K	+238.47%
Jun 30, 2025	NORTHERN TRUST CORP	0.82%	784.72K	50.76M	9.91K	+1.28%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.73%	700K	45.28M	-774.2K	-52.52%
Jun 30, 2025	PEAK6 LLC	0.72%	692.4K	44.78M	625.3K	+931.89%
Jun 30, 2025	BARCLAYS PLC	0.61%	583.87K	37.77M	-148.08K	-20.23%
Jun 30, 2025	WOLVERINE TRADING, LLC	0.34%	326.3K	20.7M	-89.1K	-21.45%
Jun 30, 2025	VANGUARD GROUP INC	8.65%	8.26M	534.2M	244.45K	+3.05%
Jun 30, 2025	STATE STREET CORP	2.17%	2.08M	134.28M	67.27K	+3.35%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.1%	2.01M	129.96M	73.58K	+3.80%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	1.38%	1.32M	85.1B	-513.79K	-28.08%
Jun 30, 2025	CITADEL ADVISORS LLC	0.94%	899.9K	58.21B	-715.8K	-44.30%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	1.35%	1.29M	83.12M	-214.03K	-14.28%
Jun 30, 2025	JANE STREET GROUP, LLC	0.5%	474.5K	30.69M	-146.5K	-23.59%
Jun 30, 2025	SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC	0.4%	385K	24.9M	385K	+100.00%
Jun 30, 2025	NUVEEN, LLC	0.54%	512.68K	33.16M	97.79K	+23.57%
Mar 31, 2025	FRED ALGER MANAGEMENT, LLC	1.87%	1.76M	81.2M	-150.99K	-7.88%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	1.94%	1.83M	84.21M	-583.93K	-24.20%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.05%	1.94M	89.11M	89.1K	+4.83%
Mar 31, 2025	STATE STREET CORP	2.13%	2.01M	92.46M	-22.76K	-1.12%
Mar 31, 2025	VANGUARD GROUP INC	8.5%	8.01M	368.91M	221.2K	+2.84%
Mar 31, 2025	DRIEHAUS CAPITAL MANAGEMENT LLC	1.29%	1.22M	55.94M	506.79K	+71.53%
Mar 31, 2025	JANE STREET GROUP, LLC	0.66%	621K	28.58M	-1.57M	-71.70%
Mar 31, 2025	BARCLAYS PLC	0.78%	731.95K	33.69M	332.33K	+83.16%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	1.59%	1.5M	69.01M	-423.58K	-22.03%
Mar 31, 2025	WOLVERINE TRADING, LLC	0.44%	415.4K	19.64M	18.6K	+4.69%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.05%	987.64K	45.46M	455.51K	+85.60%
Mar 31, 2025	BLACKROCK, INC.	6.91%	6.51M	299.66M	198.58K	+3.15%
Mar 31, 2025	INVESCO LTD.	1.35%	1.27M	58.47M	560.67K	+79.00%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	1.25%	1.18M	54.24M	573.39K	+94.77%
Mar 31, 2025	MAN GROUP PLC	0.96%	905.2K	41.67M	312.95K	+52.84%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.41%	387.37K	17.83M	-8.73K	-2.20%
Mar 31, 2025		0.44%	414.89K	19.1M	414.89K	+100.00%
Mar 31, 2025	SQUAREPOINT OPS LLC	0.45%	426.08K	19.61M	-32.89K	-7.17%
Mar 31, 2025	CITIGROUP INC	0.37%	351.1K	16.16M	-5.54K	-1.55%
Mar 31, 2025	NORTHERN TRUST CORP	0.82%	774.81K	35.66M	-7.75K	-0.99%
Mar 31, 2025	TWIN TREE MANAGEMENT, LP	0.43%	404.5K	18.62M	332.9K	+464.94%
Mar 31, 2025	CAPITAL FUND MANAGEMENT S.A.	0.46%	435.8K	20.06M	198K	+83.26%
Mar 31, 2025	KADENSA CAPITAL LTD	0.44%	412.17K	18.97M	412.17K	+100.00%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.7%	657.86K	30.28M	737	+0.11%
Mar 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.72%	677.05K	31.16M	221.88K	+48.75%
Mar 31, 2025	COATUE MANAGEMENT LLC	0.92%	870.95K	40.09M	521.89K	+149.51%
Mar 31, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	0.96%	907.58K	41.78M	197.88K	+27.88%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.27%	1.2M	55.15M	237.43K	+24.71%
Mar 31, 2025	UBS GROUP AG	0.8%	757.93K	34.89M	195.88K	+34.85%
Mar 31, 2025	JPMORGAN CHASE & CO	0.72%	679.06K	31.26M	-44.25K	-6.12%
Mar 31, 2025	SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC	0.64%	600K	27.62M	-330K	-35.48%
Mar 31, 2025	TREXQUANT INVESTMENT LP	0.51%	476.65K	21.94M	-119.74K	-20.08%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.47%	442.7K	20.38M	-868.6K	-66.24%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	1.66%	1.57M	72.11M	-6.7K	-0.43%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	1.53%	1.44M	66.36M	61.7K	+4.47%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	1.56%	1.47M	67.86M	-235.1K	-13.75%
Mar 31, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	1.01%	952.7K	43.85M	-74.16K	-7.22%
Mar 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	1.27%	1.2M	55.14M	44.64K	+3.87%
Mar 31, 2025	MORGAN STANLEY	1.68%	1.59M	73.08M	-1.05M	-39.69%
Mar 31, 2025	CITADEL ADVISORS LLC	1.71%	1.62M	74.37M	-683.3K	-29.72%
Mar 31, 2024	EDGESTREAM PARTNERS, L.P.	0.1%	82.74K	2.22M	52.46K	+173.24%
Mar 31, 2024	MORGAN STANLEY	2.69%	2.26M	60.67M	123.81K	+5.81%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0.45%	395.77K	10.64M	220	+0.06%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.99%	1.67M	44.83M	63.57K	+3.96%
Mar 31, 2024	VANGUARD GROUP INC	8.51%	7.13M	191.7M	115.06K	+1.64%
Mar 31, 2024	SEVEN EIGHT CAPITAL, LP	0.22%	189.39K	5.09M	147.21K	+349.08%
Mar 31, 2024	BALYASNY ASSET MANAGEMENT L.P.	0.24%	205.7K	5.53M	205.7K	+100.00%
Mar 31, 2024	WALLEYE CAPITAL LLC	0.24%	208.5K	5.61M	77.2K	+58.80%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.24%	200.7K	5.4M	200K	+28,571.43%
Mar 31, 2024	AZORA CAPITAL LP	0.24%	210.24K	5.65M	210.24K	+100.00%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.24%	204.06K	5.49M	-899	-0.44%
Mar 31, 2024	CUBIST SYSTEMATIC STRATEGIES, LLC	0.26%	222.2K	5.97M	30.8K	+16.09%
Mar 31, 2024	LIONTRUST INVESTMENT PARTNERS LLP	0.26%	230K	6.18M	75K	+48.39%
Mar 31, 2024	GTS SECURITIES LLC	0.27%	233.6K	6.28M	-295.9K	-55.88%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.28%	236.22K	6.35M	-23.66K	-9.10%
Mar 31, 2024	WALLEYE TRADING LLC	0.29%	239.2K	6.43M	-91.2K	-27.60%
Mar 31, 2024	CAPITAL FUND MANAGEMENT S.A.	0.33%	283.3K	7.62M	-28.3K	-9.08%
Mar 31, 2024	TWO SIGMA SECURITIES, LLC	0.34%	299.6K	8.06M	126.1K	+72.68%
Mar 31, 2024	WHITEBOX ADVISORS LLC	0.34%	300K	8.07M	-120K	-28.57%
Mar 31, 2024	WOLVERINE TRADING, LLC	0.35%	289.2K	7.78M	-289.2K	-50.00%
Mar 31, 2024	MARSHALL WACE, LLP	0.53%	457.1K	12.29M	319.9K	+233.17%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.55%	458.7K	12.33M	144.53K	+46.00%
Mar 31, 2024	FRED ALGER MANAGEMENT, LLC	0.58%	507.53K	13.65M	232.21K	+84.34%
Mar 31, 2024	CITADEL ADVISORS LLC	0.59%	497.51K	13.38M	-10.15K	-2.00%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.6%	521.46K	14.03M	-870.74K	-62.54%
Mar 31, 2024	JANE STREET GROUP, LLC	0.66%	553.2K	14.88M	-1.36M	-71.06%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.7%	582.6K	15.67M	9.43K	+1.64%
Mar 31, 2024	NORTHERN TRUST CORP	0.79%	664.08K	17.86M	-47.75K	-6.71%
Mar 31, 2024	POINT72 ASSET MANAGEMENT, L.P.	0.86%	746.65K	20.08M	746.65K	+100.00%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.93%	805.24K	10.94M	-213.11K	-20.93%
Mar 31, 2024	BARCLAYS PLC	0.68%	570.05K	15.33M	148.47K	+35.22%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	1%	836.19K	22.49M	-372.63K	-30.83%
Mar 31, 2024	VOLORIDGE INVESTMENT MANAGEMENT, LLC	1.17%	1.02M	27.39M	4.16K	+0.41%
Mar 31, 2024	SANDLER CAPITAL MANAGEMENT	1.22%	1.07M	28.66M	465K	+77.37%
Mar 31, 2024	D. E. SHAW & CO., INC.	1.74%	1.46M	39.17M	866K	+146.63%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.74%	1.46M	39.23M	1.42M	+4,046.77%
Mar 31, 2024	COATUE MANAGEMENT LLC	1%	870.95K	23.42M	186.16K	+27.18%
Mar 31, 2024	GRYPHON FINANCIAL PARTNERS LLC	0.05%	40K	1.08M	-10K	-20.00%
Mar 31, 2024	MIRACLE MILE ADVISORS, LLC	0.05%	40.37K	1.09M	65	+0.16%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.05%	41.33K	1.11M	1.46K	+3.67%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	41.44K	1.11M	41.44K	+100.00%
Mar 31, 2024	WMG FINANCIAL ADVISORS, LLC	0.06%	49.13K	1.32M	-2K	-3.91%
Mar 31, 2024	ESCHLER ASSET MANAGEMENT LLP	0.06%	50K	1.34M	50K	+100.00%
Mar 31, 2024	ENTROPY TECHNOLOGIES, LP	0.06%	50.5K	1.36M	50.5K	+100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.06%	50.56K	1.36M	7.8K	+18.25%
Mar 31, 2024	CITIGROUP INC	0.07%	54.97K	1.48M	-7.03K	-11.34%
Mar 31, 2024	HAP TRADING, LLC	0.06%	50.4K	44.06K	37.3K	+284.73%
Mar 31, 2024	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.07%	57.36K	1.54M	0	0
Mar 31, 2024	ATOMI FINANCIAL GROUP, INC.	0.07%	58.6K	1.58M	-54	-0.09%
Mar 31, 2024	LPL FINANCIAL LLC	0.08%	65.01K	1.75M	6.32K	+10.77%
Mar 31, 2024	CUTLER GROUP LLC / CA	0.08%	68.7K	346K	-432.8K	-86.30%
Mar 31, 2024	INVESCO LTD.	0.08%	69.64K	1.87M	-40.94K	-37.02%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.08%	70.85K	1.91M	-16.23K	-18.64%
Mar 31, 2024	CREDIT SUISSE AG/	0.09%	71.57K	1.92M	-223	-0.31%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.09%	72.35K	1.95B	787	+1.10%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.09%	76.15K	2.05M	-15.9K	-17.27%
Mar 31, 2024	BANK JULIUS BAER & CO. LTD, ZURICH	0.09%	78.4K	2.11M	19.5K	+33.11%
Mar 31, 2024	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.1%	79.92K	1.27M	59.35K	+288.42%
Mar 31, 2024	JPMORGAN CHASE & CO	0.12%	101.78K	2.74M	-84.96K	-45.50%
Mar 31, 2024	RHUMBLINE ADVISERS	0.13%	106.31K	2.86M	3.29K	+3.19%
Mar 31, 2024	UBS GROUP AG	0.14%	119.45K	3.21M	35.98K	+43.11%
Mar 31, 2024	OPTIVER HOLDING B.V.	0.16%	131.81K	3.54M	65.51K	+98.79%
Mar 31, 2024	PEAK6 INVESTMENTS LLC	0.16%	133.4K	3.59M	123.4K	+1,234.00%
Mar 31, 2024	SWISS NATIONAL BANK	0.17%	142.7K	3.84M	2.2K	+1.57%
Mar 31, 2024	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.21%	176.12K	4.74M	115.27K	+189.46%
Mar 31, 2024	ZWEIG-DIMENNA ASSOCIATES LLC	0.23%	188.69K	5.07M	0	0
Mar 31, 2024	STATE STREET CORP	2.23%	1.87M	50.24M	32.71K	+1.78%
Mar 31, 2024	BLACKROCK INC.	6.38%	5.34M	143.73M	-187.42K	-3.39%
Dec 31, 2023	NOMURA HOLDINGS INC	1.38%	1.16M	47.27M	1.11M	+2,213.80%
Dec 31, 2023	VANGUARD GROUP INC	8.37%	7.01M	286.59M	157.72K	+2.30%
Dec 31, 2023	BLACKROCK INC.	6.6%	5.53M	226.05M	509.53K	+10.14%
Dec 31, 2023	D. E. SHAW & CO., INC.	0.71%	590.6K	24.13M	200.6K	+51.44%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.61%	1.35M	55.26M	1.01M	+298.56%
Dec 31, 2023	CITADEL ADVISORS LLC	0.61%	507.66K	20.74M	-153.45K	-23.21%
Dec 31, 2023		0.47%	395.55K	16.16M	395.55K	+100.00%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.68%	573.18K	23.42M	17.46K	+3.14%
Dec 31, 2023	WOLVERINE TRADING, LLC	0.54%	450.4K	18.4M	130.7K	+40.88%
Dec 31, 2023	MORGAN STANLEY	2.55%	2.13M	87.14M	217.63K	+11.36%
Dec 31, 2023	JANE STREET GROUP, LLC	2.28%	1.91M	78.11M	1.68M	+737.08%
Dec 31, 2023	STATE STREET CORP	2.19%	1.84M	75M	86.73K	+4.96%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.91%	1.6M	65.52M	101.64K	+6.77%
Dec 31, 2023	SANDLER CAPITAL MANAGEMENT	0.72%	601K	24.56M	126K	+26.53%
Dec 31, 2023	COATUE MANAGEMENT LLC	0.82%	684.79K	27.98M	-980.05K	-58.87%
Dec 31, 2023	BANK OF MONTREAL /CAN/	1.66%	1.39M	61.86M	7.02K	+0.51%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.25%	212.3K	8.67M	-496.8K	-70.06%
Dec 31, 2023	BARCLAYS PLC	0.5%	421.58K	17.22M	275.42K	+188.44%
Dec 31, 2023	NORTHERN TRUST CORP	0.85%	711.83K	29.09M	-6.91K	-0.96%
Dec 31, 2023	MOORE CAPITAL MANAGEMENT, LP	0.87%	732.1K	29.91M	732.1K	+100.00%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	1.27%	1.06M	43.35M	760.57K	+253.27%
Dec 31, 2023	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	1.22%	1.02M	41.61M	5.88K	+0.58%
Dec 31, 2023	CAPITAL FUND MANAGEMENT S.A.	0.37%	311.6K	12.73M	-147.9K	-32.19%
Dec 31, 2023	VOLORIDGE INVESTMENT MANAGEMENT, LLC	1.21%	1.01M	41.45M	-234.5K	-18.78%
Dec 31, 2023	JPMORGAN CHASE & CO	0.22%	186.74K	7.63M	-181.06K	-49.23%
Dec 31, 2023	ZWEIG-DIMENNA ASSOCIATES LLC	0.23%	188.69K	7.71M	0	0
Dec 31, 2023	CUBIST SYSTEMATIC STRATEGIES, LLC	0.23%	191.4K	7.82M	65.7K	+52.27%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.24%	204.96K	8.37M	3.74K	+1.86%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.28%	230.6K	9.42M	230.6K	+100.00%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.31%	259.89K	10.62M	11.8K	+4.75%
Dec 31, 2023	SQUAREPOINT OPS LLC	0.31%	260.75K	10.65M	230.2K	+753.56%
Dec 31, 2023	FRED ALGER MANAGEMENT, LLC	0.33%	275.32K	11.25M	-232.74K	-45.81%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.38%	314.17K	12.84M	78.86K	+33.51%
Dec 31, 2023	WALLEYE TRADING LLC	0.38%	318.1K	13M	-52.6K	-14.19%
Dec 31, 2023	WHITEBOX ADVISORS LLC	0.5%	420K	17.16M	200K	+90.91%
Dec 31, 2023	NORGES BANK	0.56%	465.42K	19.02M	465.42K	+100.00%
Dec 31, 2023	CUTLER GROUP LLC / CA	0.3%	249.4K	1.59M	-59.6K	-19.29%

Insiders

Insiders	Designation	Shares Held
DATTA SANJAY	Chief Financial Officer	276.69K
GIROUARD DAVE	Chief Executive Officer	52.61K
MIRGORODSKAYA NATALIA	See Remarks	34.27K
DARLING SCOTT	Chief Legal Officer	31.64K
COOPER KERRY WHORTON	director	23.93K
GU PAUL	Chief Technology Offier	20K
SINGH CASSIDY SUKHINDER	director	8.28K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 02, 2026	MIRGORODSKAYA NATALIA	SALE	26.02	390	10.15K	34.27K
Feb 25, 2026	MIRGORODSKAYA NATALIA	SALE	28.79	866	24.93K	25.29K
Feb 20, 2026	DARLING SCOTT	SALE	30.25	390	11.8K	31.64K
Feb 20, 2026	DATTA SANJAY	SALE	29.86	7.98K	238.38K	276.69K
Feb 20, 2026	MIRGORODSKAYA NATALIA	SALE	29.90	633	18.92K	26.16K
Jan 05, 2026	DARLING SCOTT	SALE	50.00	1K	50K	17.44K
Dec 12, 2025	DARLING SCOTT	SALE	50.00	7.39K	369.6K	17.44K
Dec 12, 2025	COOPER KERRY WHORTON	SALE	50.00	1.5K	75K	23.93K
Nov 25, 2025	MIRGORODSKAYA NATALIA	SALE	38.91	762	29.65K	26.4K
Nov 20, 2025	MIRGORODSKAYA NATALIA	SALE	36.95	80	2.96K	27.16K
Nov 20, 2025	DARLING SCOTT	SALE	37.02	400	14.81K	97.99K
Nov 20, 2025	DATTA SANJAY	SALE	36.99	1K	36.99K	284.28K
Nov 11, 2025	GU PAUL	PURCHASE	39.22	20K	784.4K	20K
Oct 24, 2025	DARLING SCOTT	SALE	55.01	1K	55.01K	123.15K
Oct 01, 2025	DARLING SCOTT	SALE	54.64	1K	54.64K	123.9K
Sep 17, 2025	DARLING SCOTT	SALE	70.01	1K	70.01K	123.9K
Sep 15, 2025	GIROUARD DAVE	SALE	65.41	6.84K	447.56K	52.61K
Sep 03, 2025	DARLING SCOTT	SALE	69.41	4K	277.65K	123.9K
Sep 02, 2025	COOPER KERRY WHORTON	SALE	69.21	500	34.61K	25.43K
Sep 02, 2025	MIRGORODSKAYA NATALIA	SALE	69.21	1.44K	99.59K	21.08K
Sep 02, 2025	GU PAUL	SALE	68.91	2.34K	161.04K	1.15M
Aug 25, 2025	MIRGORODSKAYA NATALIA	SALE	68.00	1.02K	69.63K	22.52K
Aug 25, 2025	DARLING SCOTT	SALE	68.00	6.4K	435.34K	123.9K
Aug 22, 2025	MIRGORODSKAYA NATALIA	SALE	70.00	365	25.55K	23.54K
Aug 20, 2025	DATTA SANJAY	SALE	61.12	13.47K	823.45K	297.9K
Aug 20, 2025	DARLING SCOTT	SALE	63.31	139	8.8K	130.3K
Aug 20, 2025	MIRGORODSKAYA NATALIA	SALE	61.12	1.08K	65.94K	23.54K
Aug 15, 2025	GIROUARD DAVE	SALE	63.91	2.89K	184.69K	52.61K
Aug 01, 2025	MIRGORODSKAYA NATALIA	SALE	77.97	365	28.46K	24.62K
Aug 01, 2025	DARLING SCOTT	SALE	80.00	1K	80K	137.01K
Jul 15, 2025	GIROUARD DAVE	SALE	75.54	9.55K	721.23K	52.61K
Jul 08, 2025	DARLING SCOTT	SALE	80.04	5K	400.21K	137.01K
Jul 08, 2025	MIRGORODSKAYA NATALIA	SALE	80.07	4K	320.27K	24.62K
Jul 02, 2025	DARLING SCOTT	SALE	70.04	5K	350.18K	137.01K
Jul 02, 2025	MIRGORODSKAYA NATALIA	SALE	70.06	6.53K	457.67K	24.62K
Jul 01, 2025	DARLING SCOTT	SALE	63.56	2K	127.12K	137.01K
Jun 20, 2025	GIROUARD DAVE	SALE	60.05	41.67K	2.5M	52.61K
Jun 11, 2025	GIROUARD DAVE	SALE	60.11	41.67K	2.5M	52.61K
Jun 11, 2025	DARLING SCOTT	SALE	60.00	3K	180K	137.01K
Jun 03, 2025	DARLING SCOTT	SALE	50.00	6.38K	319.15K	137.01K
Jun 02, 2025	COOPER KERRY WHORTON	SALE	46.92	500	23.46K	25.93K
May 23, 2025	MIRGORODSKAYA NATALIA	SALE	44.19	1.34K	59.21K	24.62K
May 20, 2025	DARLING SCOTT	SALE	46.98	6.73K	316.25K	143.4K
May 20, 2025	MIRGORODSKAYA NATALIA	SALE	46.96	764	35.87K	25.96K
May 20, 2025	DATTA SANJAY	SALE	46.97	13.51K	634.67K	311.36K
May 01, 2025	DARLING SCOTT	SALE	50.16	1K	50.16K	150.13K
Apr 29, 2025	DARLING SCOTT	SALE	50.27	1K	50.27K	150.13K
Mar 03, 2025	COOPER KERRY WHORTON	SALE	68.09	500	34.05K	18.16K
Mar 03, 2025	DARLING SCOTT	SALE	67.89	2K	135.78K	150.13K
Feb 28, 2025	DARLING SCOTT	SALE	64.65	419	27.09K	135.46K
Feb 25, 2025	MIRGORODSKAYA NATALIA	SALE	69.00	1.31K	90.32K	19.76K
Feb 20, 2025	GU PAUL	SALE	79.56	400	31.82K	1.01M
Feb 20, 2025	DARLING SCOTT	SALE	79.58	100	7.96K	143.41K
Feb 20, 2025	GIROUARD DAVE	SALE	79.58	100	7.96K	52.61K
Feb 20, 2025	DATTA SANJAY	SALE	79.59	242	19.26K	295.54K
Feb 20, 2025	MIRGORODSKAYA NATALIA	SALE	79.52	50	3.98K	21.99K
Feb 18, 2025	GIROUARD DAVE	SALE	85.40	8.76K	748.12K	57.14K
Jan 15, 2025	GIROUARD DAVE	SALE	63.09	5.58K	351.73K	57.14K
Dec 16, 2024	GIROUARD DAVE	SALE	84.70	2.74K	231.75K	57.14K
Dec 06, 2024	GU PAUL	SALE	76.18	4.35K	331.37K	863.07K
Dec 05, 2024	GU PAUL	SALE	75.00	4.02K	301.43K	863.07K
Dec 04, 2024	GU PAUL	SALE	75.06	28.16K	2.11M	863.07K
Dec 02, 2024	GU PAUL	SALE	75.26	2.6K	195.67K	863.07K
Dec 02, 2024	COOPER KERRY WHORTON	SALE	74.59	500	37.3K	17.96K
Dec 02, 2024	SINGH CASSIDY SUKHINDER	SALE	74.43	200	14.89K	8.28K
Nov 29, 2024	SINGH CASSIDY SUKHINDER	SALE	78.46	2.93K	229.5K	13.27K
Nov 25, 2024	DARLING SCOTT	SALE	77.27	100	7.73K	147.78K
Nov 25, 2024	MIRGORODSKAYA NATALIA	SALE	77.36	1.41K	109.16K	18.6K
Nov 25, 2024	GU PAUL	SALE	77.25	136	10.51K	863.07K
Nov 21, 2024	GU PAUL	SALE	75.03	21.21K	1.59M	863.07K
Nov 20, 2024	GIROUARD DAVE	SALE	70.43	1.12K	78.53K	57.14K
Nov 20, 2024	DARLING SCOTT	SALE	70.50	1.74K	122.73K	150.78K
Nov 20, 2024	DATTA SANJAY	SALE	70.50	4.68K	329.8K	310.97K
Nov 20, 2024	MIRGORODSKAYA NATALIA	SALE	70.49	408	28.76K	20.01K
Nov 20, 2024	GU PAUL	SALE	70.45	4.02K	283.49K	863.07K
Nov 18, 2024	DATTA SANJAY	SALE	68.56	1.5K	102.84K	329.59K
Nov 15, 2024	GIROUARD DAVE	SALE	66.94	4.63K	309.98K	61.51K
Nov 15, 2024	GU PAUL	SALE	69.17	100	6.92K	878.57K
Nov 11, 2024	DATTA SANJAY	SALE	79.54	1.5K	119.31K	331.09K
Nov 08, 2024	GIROUARD DAVE	SALE	65.15	41.67K	2.71M	61.51K
Nov 04, 2024	DATTA SANJAY	SALE	48.66	1.5K	72.99K	332.59K
Nov 01, 2024	DARLING SCOTT	SALE	48.85	2.21K	107.97K	157.17K
Oct 28, 2024	DATTA SANJAY	SALE	51.70	1.5K	77.55K	334.09K
Oct 21, 2024	DATTA SANJAY	SALE	53.81	1.5K	80.72K	335.59K
Oct 14, 2024	DATTA SANJAY	SALE	48.68	1.5K	73.02K	337.09K
Oct 14, 2024	DARLING SCOTT	SALE	50.02	9K	450.21K	152.04K
Oct 14, 2024	MIRGORODSKAYA NATALIA	SALE	50.00	3K	150K	21.52K
Oct 14, 2024	GU PAUL	SALE	50.26	20K	1.01M	878.57K
Oct 11, 2024	MIRGORODSKAYA NATALIA	SALE	45.01	2K	90.02K	21.52K
Oct 11, 2024	DARLING SCOTT	SALE	45.00	20K	900.07K	161.04K
Oct 07, 2024	DATTA SANJAY	SALE	41.29	1.5K	61.94K	338.59K
Oct 04, 2024	DARLING SCOTT	SALE	40.01	1.3K	52.01K	161.04K
Oct 04, 2024	GU PAUL	SALE	40.10	8.8K	352.91K	878.57K
Oct 01, 2024	DARLING SCOTT	SALE	40.06	3.9K	156.23K	161.04K
Oct 01, 2024	GU PAUL	SALE	39.94	6.15K	245.65K	878.57K
Sep 30, 2024	DATTA SANJAY	SALE	40.32	1.5K	60.48K	340.09K
Sep 30, 2024	MIRGORODSKAYA NATALIA	SALE	40.32	959	38.67K	21.52K
Sep 23, 2024	DATTA SANJAY	SALE	40.00	1.5K	60K	341.59K
Sep 16, 2024	DATTA SANJAY	SALE	34.42	1.5K	51.63K	343.09K
Sep 09, 2024	DATTA SANJAY	SALE	34.85	1.5K	52.28K	344.59K
Sep 03, 2024	DARLING SCOTT	SALE	41.58	100	4.16K	161.04K
Sep 03, 2024	MIRGORODSKAYA NATALIA	SALE	41.54	360	14.96K	22.48K
Sep 03, 2024	GU PAUL	SALE	41.21	30.26K	1.25M	878.57K
Sep 03, 2024	DATTA SANJAY	SALE	41.77	1.5K	62.66K	346.09K
Aug 29, 2024	MIRGORODSKAYA NATALIA	SALE	45.00	2K	90K	22.48K
Aug 29, 2024	DARLING SCOTT	SALE	45.00	9K	405K	164.87K
Aug 26, 2024	DATTA SANJAY	SALE	42.44	1.5K	63.66K	347.59K
Aug 23, 2024	MIRGORODSKAYA NATALIA	SALE	40.02	2.08K	83.24K	22.48K
Aug 23, 2024	DARLING SCOTT	SALE	40.00	3K	120.01K	173.87K
Aug 20, 2024	MIRGORODSKAYA NATALIA	SALE	38.36	1.26K	48.48K	24.56K
Aug 20, 2024	GIROUARD DAVE	SALE	38.35	3.36K	128.88K	61.51K
Aug 20, 2024	DARLING SCOTT	SALE	38.94	120	4.67K	176.87K
Aug 20, 2024	GU PAUL	SALE	38.93	200	7.79K	878.57K
Aug 20, 2024	DATTA SANJAY	SALE	38.93	200	7.79K	349.09K
Aug 19, 2024	GU PAUL	SALE	40.01	10K	400.07K	894.63K
Aug 19, 2024	DATTA SANJAY	SALE	37.00	1.5K	55.5K	368.4K
Aug 19, 2024	DARLING SCOTT	SALE	40.00	9K	360K	184.06K
Aug 15, 2024	GU PAUL	SALE	37.79	2.88K	108.94K	894.63K
Aug 12, 2024	DATTA SANJAY	SALE	35.39	1.5K	53.09K	369.9K
Aug 07, 2024	MIRGORODSKAYA NATALIA	SALE	35.00	2.5K	87.5K	25.82K
Aug 07, 2024	DARLING SCOTT	SALE	35.01	4.5K	157.56K	192.49K
Aug 05, 2024	DATTA SANJAY	SALE	20.98	1K	20.98K	371.4K
Jul 29, 2024	DATTA SANJAY	SALE	26.31	1K	26.31K	372.4K
Jul 22, 2024	DATTA SANJAY	SALE	28.15	1K	28.15K	373.4K
Jul 15, 2024	DATTA SANJAY	SALE	27.80	1K	27.8K	374.4K
Jul 15, 2024	GU PAUL	SALE	30.05	10K	300.54K	894.63K
Jul 11, 2024	GU PAUL	SALE	25.88	10K	258.77K	894.63K
Jul 08, 2024	DATTA SANJAY	SALE	23.41	1K	23.41K	375.4K
Jul 01, 2024	DATTA SANJAY	SALE	23.63	1K	23.63K	376.4K
Jul 01, 2024	GU PAUL	SALE	23.52	5K	117.59K	894.63K
Jun 24, 2024	DATTA SANJAY	SALE	21.68	1K	21.68K	377.4K
Jun 17, 2024	DATTA SANJAY	SALE	22.22	1K	22.22K	378.4K
Jun 10, 2024	DATTA SANJAY	SALE	24.00	1K	24K	379.4K
Jun 03, 2024	GU PAUL	SALE	25.20	15K	378K	894.63K
Jun 03, 2024	DARLING SCOTT	SALE	25.44	3K	76.33K	196.99K
Jun 03, 2024	DATTA SANJAY	SALE	25.49	1K	25.49K	380.4K
May 28, 2024	DATTA SANJAY	SALE	23.71	1K	23.71K	381.4K
May 23, 2024	MIRGORODSKAYA NATALIA	SALE	24.27	2.16K	52.33K	25.82K
May 20, 2024	GU PAUL	SALE	25.61	15.13K	387.48K	894.63K
May 20, 2024	DARLING SCOTT	SALE	25.62	4.38K	112.28K	199.99K
May 20, 2024	DATTA SANJAY	SALE	25.61	18.14K	464.54K	382.4K
May 20, 2024	GIROUARD DAVE	SALE	25.62	3K	76.78K	64.87K
May 20, 2024	MIRGORODSKAYA NATALIA	SALE	25.61	1.19K	30.43K	27.98K
May 15, 2024	GU PAUL	SALE	30.04	39.69K	1.19M	893.6K
Apr 01, 2024	GU PAUL	SALE	26.31	60K	1.58M	893.6K
Mar 11, 2024	DATTA SANJAY	SALE	27.50	1K	27.5K	400.54K
Mar 04, 2024	DATTA SANJAY	SALE	26.21	1K	26.21K	401.54K
Mar 01, 2024	GU PAUL	SALE	26.16	1.3K	33.93K	893.6K
Mar 01, 2024	MIRGORODSKAYA NATALIA	SALE	25.48	2.5K	63.69K	29.17K
Feb 26, 2024	DATTA SANJAY	SALE	24.13	1K	24.13K	341.34K
Feb 26, 2024	DARLING SCOTT	SALE	25.42	1K	25.42K	173.78K
Feb 23, 2024	MIRGORODSKAYA NATALIA	SALE	24.30	1.92K	46.63K	28.25K
Feb 21, 2024	DARLING SCOTT	SALE	24.52	536	13.14K	174.78K
Feb 20, 2024	MIRGORODSKAYA NATALIA	SALE	25.29	1.42K	35.98K	30.17K
Feb 20, 2024	GIROUARD DAVE	SALE	25.29	4.16K	105.18K	67.87K
Feb 20, 2024	DATTA SANJAY	SALE	25.28	11.51K	291.03K	342.34K
Feb 20, 2024	GU PAUL	SALE	25.28	16.42K	415.21K	832.4K
Feb 20, 2024	DARLING SCOTT	SALE	25.29	4.75K	120.15K	175.31K
Feb 15, 2024	GU PAUL	SALE	26.50	30K	795.04K	848.82K
Feb 12, 2024	DATTA SANJAY	SALE	33.84	1K	33.84K	354.09K
Feb 05, 2024	DATTA SANJAY	SALE	31.70	1K	31.7K	355.09K
Jan 29, 2024	DATTA SANJAY	SALE	32.62	1K	32.62K	356.09K
Jan 29, 2024	DARLING SCOTT	SALE	35.38	910	32.19K	169.53K
Jan 25, 2024	DARLING SCOTT	SALE	35.05	40	1.4K	170.44K
Jan 24, 2024	DARLING SCOTT	SALE	37.47	200	7.49K	170.48K
Jan 22, 2024	DATTA SANJAY	SALE	33.71	1K	33.71K	357.09K
Jan 16, 2024	DATTA SANJAY	SALE	31.04	1K	31.04K	358.09K
Jan 08, 2024	DATTA SANJAY	SALE	34.14	1K	34.14K	359.09K
Jan 02, 2024	DATTA SANJAY	SALE	39.62	1K	39.62K	360.09K
Jan 02, 2024	GU PAUL	SALE	40.57	1.3K	52.74K	848.06K
Dec 27, 2023	DARLING SCOTT	SALE	46.82	332	15.55K	172.53K
Dec 26, 2023	DATTA SANJAY	SALE	44.55	1K	44.55K	361.09K
Dec 26, 2023	DARLING SCOTT	SALE	45.18	2.04K	92.31K	172.53K
Dec 22, 2023	DARLING SCOTT	SALE	46.06	400	18.42K	172.53K
Dec 18, 2023	DATTA SANJAY	SALE	43.99	1K	43.99K	362.09K
Dec 13, 2023	GU PAUL	SALE	40.03	10K	400.27K	848.06K
Dec 11, 2023	DATTA SANJAY	SALE	37.76	1K	37.76K	363.09K
Dec 08, 2023	DARLING SCOTT	SALE	37.25	60	2.24K	175.53K
Dec 06, 2023	GU PAUL	SALE	35.04	10K	350.41K	848.06K
Dec 06, 2023	DARLING SCOTT	SALE	36.57	2.53K	92.62K	175.53K
Dec 04, 2023	DATTA SANJAY	SALE	31.51	1K	31.51K	364.09K
Dec 01, 2023	GU PAUL	SALE	30.01	10K	300.1K	848.06K
Nov 28, 2023	DARLING SCOTT	SALE	25.30	800	20.24K	175.53K
Nov 27, 2023	DARLING SCOTT	SALE	25.02	200	5K	176.33K
Nov 27, 2023	DATTA SANJAY	SALE	23.80	1K	23.8K	365.09K
Nov 24, 2023	MIRGORODSKAYA NATALIA	SALE	23.25	2.44K	56.83K	30.83K
Nov 21, 2023	DATTA SANJAY	SALE	24.01	21.67K	520.46K	366.09K
Nov 21, 2023	MIRGORODSKAYA NATALIA	SALE	23.99	1.44K	34.48K	33.28K
Nov 21, 2023	DARLING SCOTT	SALE	24.03	6.06K	145.63K	176.53K
Nov 21, 2023	GIROUARD DAVE	SALE	24.01	4.27K	102.41K	72.03K
Nov 21, 2023	GU PAUL	SALE	23.99	19.51K	468.08K	848.06K
Nov 20, 2023	DATTA SANJAY	SALE	25.79	1K	25.79K	387.76K
Nov 15, 2023	GU PAUL	SALE	25.01	15K	375.16K	867.58K
Nov 13, 2023	DATTA SANJAY	SALE	20.57	1K	20.57K	388.76K
Nov 06, 2023	DATTA SANJAY	SALE	31.00	1K	31K	389.76K
Nov 02, 2023	DARLING SCOTT	SALE	27.09	200	5.42K	182.59K
Oct 30, 2023	DATTA SANJAY	SALE	23.73	1K	23.73K	390.76K
Oct 24, 2023	DARLING SCOTT	SALE	25.37	520	13.19K	183.07K
Oct 23, 2023	DATTA SANJAY	SALE	23.97	1K	23.97K	391.76K
Oct 16, 2023	DATTA SANJAY	SALE	27.35	1K	27.35K	392.76K
Oct 10, 2023	GU PAUL	SALE	30.05	5K	150.27K	867.58K
Oct 09, 2023	DATTA SANJAY	SALE	26.73	1K	26.73K	393.76K
Oct 02, 2023	GU PAUL	SALE	28.50	15K	427.55K	867.58K
Oct 02, 2023	DATTA SANJAY	SALE	28.74	1K	28.74K	394.76K
Sep 25, 2023	DATTA SANJAY	SALE	26.00	1K	26K	395.76K
Sep 25, 2023	DARLING SCOTT	SALE	26.58	1K	26.58K	183.59K
Sep 18, 2023	DATTA SANJAY	SALE	29.50	1K	29.5K	396.76K
Sep 11, 2023	DATTA SANJAY	SALE	31.09	1K	31.09K	397.76K
Sep 06, 2023	DARLING SCOTT	SALE	35.08	200	7.02K	184.59K
Sep 06, 2023	GU PAUL	SALE	35.02	5K	175.1K	867.58K
Sep 05, 2023	DATTA SANJAY	SALE	32.53	1K	32.53K	398.76K
Sep 01, 2023	GU PAUL	SALE	32.33	20K	646.6K	867.58K
Aug 30, 2023	MIRGORODSKAYA NATALIA	SALE	32.16	5.6K	180.22K	34.71K
Aug 28, 2023	DARLING SCOTT	SALE	30.48	40	1.22K	184.59K
Aug 24, 2023	MIRGORODSKAYA NATALIA	SALE	33.00	1.42K	46.89K	37.32K
Aug 22, 2023	GIROUARD DAVE	SALE	32.61	3.42K	111.53K	76.49K
Aug 22, 2023	DATTA SANJAY	SALE	33.18	1.5K	49.77K	399.76K
Aug 22, 2023	DARLING SCOTT	SALE	33.17	350	11.61K	186.26K
Aug 22, 2023	MIRGORODSKAYA NATALIA	SALE	33.22	40	1.33K	38.74K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE20K1

SALES23.4K13

NET SHARES-3.4K12

SHARES HELD1.03M14

% NET SHARES-100.33%-14.29%

UPST Stock Ownership Breakdown

Upstart

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions