Upstart Holdings Inc. (upst 0.25 08/15/26)

13F holders, Q1 2024 (March 31)
5holders
$0.78avg. 13F price*

At the end of Q1 2024, 5 institutions reported holding Upstart Holdings Inc. (upst 0.25 08/15/26) in their 13F filings. The largest holders were Catalyst Capital Advisors LLC ($322K), Jane Street Group, LLC ($215K) and Envestnet Asset Management Inc. ($38K).

Company
Upstart Holdings Inc. (upst 0.25 08/15/26)
CUSIP
91680MAB3
Latest filing quarter
Q2 2026

History

Number of 13F holders

012345 Q1 2024: 5Q1 2024Q2 2024: 5Q2 2024Q3 2024: 4Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 2Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions2$537K
Exits1$1.1M

Ownership 5 holders

Catalyst Capital Advisors LLC 0.01% New 410,000 $322K
Jane Street Group, LLC 0.00% New 275,000 $215K
Envestnet Asset Management Inc. 0.00% No change 49,000 $38K
Commonwealth Equity Services, LLC 0.00% No change 10,000 $8K
Sheaff Brock Investment Advisors, LLC 0.00% No change 10,000 $8K

"% of holder's portfolio" is UPSTART HOLDINGS INC (UPST 0.25 08/15/26)'s weight in each manager's 13F, not the share of Upstart Holdings Inc. (upst 0.25 08/15/26) the manager owns.