Upstart HoldingsUPST

13F holders, Q2 2026 (June 30)
369holders +29
68new positions
42sold out
5famous investors
$35.41avg. 13F price*

At the end of Q2 2026, 369 institutions reported holding Upstart Holdings Inc. (UPST) in their 13F filings, up 29 from Q1 2026. 68 opened new positions and 42 sold out. The largest holders were BlackRock, Inc. ($279.1M), Vanguard Portfolio Management LLC ($132.5M) and Vanguard Capital Management LLC ($131.0M). 5 famous investors held it, including Philippe Laffont (0.1% of Coatue Management's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Upstart Holdings Inc.
CUSIP
91680M107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 278Q1 2024Q2 2024: 275Q2 2024Q3 2024: 349Q3 2024Q4 2024: 391Q4 2024Q1 2025: 387Q1 2025Q2 2025: 421Q2 2025Q3 2025: 412Q3 2025Q4 2025: 394Q4 2025Q1 2026: 340Q1 2026Q2 2026: 369Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions68$54.0M
Exits42$60.2M

All 13F filers, Q1 2026 → Q2 2026: 9,655,991 shares bought and 7,954,015 shares sold, net +1,701,976 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 369 holders

BlackRock, Inc. 0.00% Add +6.4% 7,878,717 $279.1M
Vanguard Portfolio Management LLC 0.01% Reduce -0.1% 3,739,758 $132.5M
Vanguard Capital Management LLC 0.00% Reduce -1.4% 3,698,553 $131.0M
Morgan Stanley 0.00% Reduce -39.3% 2,414,712 $85.6M
Goldman Sachs Group Inc. 0.01% Add +53.6% 2,395,222 $84.9M
Marshall Wace, LLP 0.07% Reduce -27.7% 2,370,690 $84.0M
Geode Capital Management, LLC 0.00% Add +4.9% 2,228,631 $79.0M
State Street Corp. 0.00% Add +3.2% 2,118,467 $75.1M
Clear Street Group Inc. 0.21% Add +17.6% 1,829,063 $64.8M
Halter Ferguson Financial Inc. 10.08% Add +19.1% 1,748,119 $61.9M
Bank of America Corp. 0.00% Add +198.9% 1,512,356 $53.6M
UBS Group AG 0.01% Add +70.5% 1,503,436 $53.3M
Citigroup Inc. 0.02% Add +40.8% 1,135,682 $40.2M
Barclays PLC 0.01% Reduce -11.3% 1,128,975 $40.0M
Baillie Gifford & Co. 0.03% Reduce -2.3% 1,083,157 $38.4M
Dimensional Fund Advisors LP 0.01% Add +3.6% 1,059,769 $37.5M
Citadel Advisors 0.02% Add +51.4% 955,585 $33.9M
Susquehanna International Group, LLP 0.03% Add +182.2% 920,253 $32.6M
Point72 Asset Management 0.05% Add +17.1% 885,159 $31.4M
Coatue Management 0.06% No change 870,947 $30.9M
Capital Fund Management S.A. 0.20% Reduce -5.4% 800,994 $28.4M
Northern Trust Corp. 0.00% Add +3.5% 785,102 $27.8M
Charles Schwab Investment Management Inc. 0.00% Add +16.7% 765,281 $27.1M
Millennium Management 0.02% Add +14.5% 764,847 $27.1M
FMR LLC 0.00% Add +4694.7% 706,548 $25.0M
Vanguard Fiduciary Trust Co. 0.00% Add +1.0% 603,257 $21.4M
Balyasny Asset Management L.P. 0.04% Reduce -36.0% 556,759 $19.7M
HRT Financial LP 0.03% Add +448.9% 458,072 $16.2M
Walleye Capital LLC 0.08% Add +3701.4% 449,131 $15.9M
First Trust Advisors LP 0.01% Add +1.5% 379,056 $13.4M
Pathstone Holdings, LLC 0.03% Reduce -0.6% 335,278 $11.9M
Squarepoint Ops LLC 0.02% Reduce -37.9% 330,114 $11.7M
Fred Alger Management, LLC 0.04% Reduce -45.8% 303,325 $10.7M
Hidden Lake Asset Management LP 6.80% New 281,614 $10.0M
Bank of New York Mellon Corp 0.00% Add +2.2% 273,245 $9.7M
Nuveen, LLC 0.00% Add +42.6% 268,547 $9.5M
Alberta Investment Management Corp 0.05% New 238,800 $8.5M
BNP Paribas Financial Markets 0.00% Add +9.3% 236,584 $8.4M
HSBC Holdings PLC 0.00% Reduce -30.6% 199,978 $7.2M
IMC-Chicago, LLC 0.06% Add +253.8% 194,041 $6.9M
Maxi Investments CY Ltd 1.39% No change 193,400 $6.9M
Wells Fargo & Company 0.00% Add +11.4% 180,219 $6.4M
Swiss National Bank 0.00% Reduce -3.8% 166,600 $5.9M
Gator Capital Management, LLC 1.23% Add +707.5% 161,490 $5.7M
Quantinno Capital Management LP 0.01% Add +43.9% 149,415 $5.3M
Credit Agricole S A 0.01% Add +46.1% 142,075 $5.0M
LPL Financial LLC 0.00% Add +40.4% 141,638 $5.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -22.5% 138,692 $4.9M
Raymond James Financial Inc. 0.00% Add +43.9% 133,840 $4.7M
JPMorgan Chase & Co. 0.00% Reduce -20.1% 121,448 $4.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +4.5% 120,137 $4.3M
Bank of Nova Scotia 0.01% Reduce -20.3% 119,894 $4.2M
T. Rowe Price Associates Inc. 0.00% Add +21.5% 118,603 $4.2M
Schonfeld Strategic Advisors LLC 0.02% Add +70.3% 114,975 $4.1M
Invesco Ltd. 0.00% Add +7.0% 114,816 $4.1M
Headlands Technologies LLC 0.43% Add +42.5% 113,300 $4.0M
Rhumbline Advisers 0.00% Add +2.3% 110,510 $3.9M
AQR Capital Management 0.00% Add +27.4% 110,446 $3.9M
MML Investors Services, LLC 0.01% Add +68.6% 106,965 $3.8M
Blue Jean Financial LLC 2.54% New 103,049 $3.7M
Walleye Trading LLC 0.05% Add +147.2% 101,926 $3.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -9.1% 95,836 $3.4M
Deutsche Bank AG 0.00% Add +18.0% 95,554 $3.4M
California State Teachers Retirement System 0.00% Reduce -5.5% 95,138 $3.4M
Norges Bank 0.00% — 93,959 $3.3M
Banco Santander, S.A. 0.02% Reduce -15.6% 92,280 $3.3M
Bank of Montreal 0.00% Add +8.8% 88,698 $3.1M
Creative Planning 0.00% Add +64.3% 88,554 $3.1M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +9.2% 86,987 $3.1M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +1.8% 85,480 $3.0M
Edgestream Partners, L.P. 0.09% New 82,146 $2.9M
Odyssean, LLC 0.46% Add +124.0% 80,393 $2.8M
Trexquant Investment LP 0.02% Reduce -64.8% 79,739 $2.8M
Private Advisor Group, LLC 0.01% Add +13.5% 77,236 $2.7M
Brevan Howard Capital Management LP 0.04% Add +10.9% 76,908 $2.7M
Quadrature Capital Ltd 0.02% New 76,342 $2.7M
ExodusPoint Capital Management, LP 0.02% New 75,579 $2.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +4.9% 74,260 $2.6M
Jefferies Financial Group Inc. 0.02% Add +102.5% 73,206 $2.6M
Legal & General Group Plc 0.00% Add +4.8% 73,072 $2.6M
PEAK6 LLC 0.06% Reduce -69.9% 72,871 $2.6M
Alliancebernstein L.P. 0.00% Add +0.0% 100,007 $2.6M
Marex Group Ltd 0.02% Reduce -39.6% 70,214 $2.5M
Lighthouse Investment Partners, LLC 0.08% New 69,043 $2.4M
Divisadero Street Capital Management, LP 0.06% Reduce -24.7% 67,461 $2.4M
CenterBook Partners LP 0.12% New 67,318 $2.4M
Aquatic Capital Management LLC 0.08% Add +673.3% 64,545 $2.3M
Manchester Capital Management LLC 0.29% Add +40.4% 63,072 $2.2M
Man Group plc 0.00% Reduce -38.9% 61,239 $2.2M
Corient Private Wealth LP 0.00% New 58,528 $2.1M
Commonwealth Equity Services, LLC 0.00% Add +7.3% 58,145 $2.1M
Holocene Advisors, LP 0.00% Reduce -59.6% 54,553 $1.9M
TCI Wealth Advisors, Inc. 0.08% Add +8.9% 52,706 $1.9M
Gsa Capital Partners LLP 0.11% Add +13.4% 50,765 $1.8M
MetLife Investment Management, LLC 0.01% Add +5.3% 50,045 $1.8M
SummitTX Capital, L.P. 0.05% Reduce -17.9% 48,844 $1.7M
Mariner, LLC 0.00% Add +27.3% 46,970 $1.7M
Entropy Technologies, LP 0.06% Add +203.9% 45,451 $1.6M
Havemeyer Place LP 0.16% Reduce -24.0% 45,013 $1.6M
Manufacturers Life Insurance Company, The 0.00% Add +7.1% 43,957 $1.6M

"% of holder's portfolio" is UPST's weight in each manager's 13F, not the share of Upstart Holdings Inc. the manager owns.

Show all 369 holders