Upstart HoldingsUPST

13F holders, Q4 2025 (December 31)
394holders −18
61new positions
89sold out
6famous investors
$43.73avg. 13F price*

At the end of Q4 2025, 394 institutions reported holding Upstart Holdings Inc. (UPST) in their 13F filings, down 18 from Q3 2025. 61 opened new positions and 89 sold out. The largest holders were Vanguard Group Inc. ($353.1M), BlackRock, Inc. ($310.0M) and Jericho Capital Asset Management L.P. ($219.2M). 6 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions61$201.2M
Exits89$481.7M

All 13F filers, Q3 2025 → Q4 2025: 16,653,866 shares bought and 17,438,548 shares sold, net −784,682 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 394 holders

Vanguard Group Inc. 0.01% Reduce -2.0% 8,073,659 $353.1M
BlackRock, Inc. 0.01% Add +3.4% 7,088,760 $310.0M
Jericho Capital Asset Management L.P. 2.50% Add +11.8% 5,011,809 $219.2M
Morgan Stanley 0.01% Add +154.6% 4,206,615 $184.0M
Bank of America Corp. 0.01% Add +935.8% 2,538,426 $111.0M
Geode Capital Management, LLC 0.01% Add +1.3% 2,068,515 $90.5M
Clear Street Group Inc. 0.47% Add +260.9% 2,061,714 $90.2M
State Street Corp. 0.00% Reduce -2.5% 2,001,053 $87.5M
Goldman Sachs Group Inc. 0.01% Add +4.0% 1,652,624 $72.3M
Susquehanna International Group, LLP 0.08% Add +33.7% 1,287,089 $56.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.08% Add +2.5% 1,208,201 $52.8M
Marex Group Ltd 0.56% Reduce -9.6% 1,178,997 $51.6M
Norges Bank 0.01% — 1,141,425 $49.9M
Citadel Advisors 0.03% Add +273.4% 1,105,759 $48.4M
SG Americas Securities, LLC 0.06% Add +423.5% 1,085,851 $47.5M
Fred Alger Management, LLC 0.17% Reduce -10.8% 1,006,130 $44.0M
Azora Capital LP 2.43% New 882,231 $38.6M
Barclays PLC 0.02% Add +20.1% 864,102 $37.8M
Connor, Clark & Lunn Investment Management Ltd. 0.10% Reduce -12.4% 850,839 $37.2M
Baillie Gifford & Co. 0.03% New 758,929 $33.2M
Charles Schwab Investment Management Inc. 0.01% Add +0.6% 745,836 $32.6M
Northern Trust Corp. 0.00% Reduce -5.2% 744,186 $32.5M
Capital Fund Management S.A. 0.28% Add +19.4% 671,345 $29.4M
UBS Group AG 0.01% Reduce -22.2% 642,137 $28.1M
Citigroup Inc. 0.02% Add +2.5% 563,645 $24.6M
Marshall Wace, LLP 0.02% Add +12.3% 551,168 $24.1M
KADENSA CAPITAL Ltd 2.37% Add +14.5% 520,986 $22.8M
Wellington Management Group LLP 0.00% Add +283.6% 489,219 $21.4M
Nishkama Capital, LLC 2.88% New 487,060 $21.3M
Annex Advisory Services, LLC 0.35% Add +103.5% 421,373 $18.4M
Halter Ferguson Financial Inc. 4.00% Add +102.2% 415,321 $18.2M
JPMorgan Chase & Co. 0.00% Reduce -25.6% 410,608 $18.0M
Point72 Asset Management 0.03% New 370,179 $16.2M
Divisadero Street Capital Management, LP 0.92% New 370,000 $16.2M
Voloridge Investment Management, LLC 0.05% Reduce -64.2% 347,881 $15.2M
Pathstone Holdings, LLC 0.06% Reduce -0.6% 336,186 $14.7M
First Trust Advisors LP 0.01% Add +34.3% 318,547 $13.9M
Hidden Lake Asset Management LP 7.54% New 316,586 $13.8M
Dimensional Fund Advisors LP 0.00% Add +382.3% 278,590 $12.2M
D. E. Shaw & Co. 0.01% Add +150.5% 273,487 $12.0M
Bank of New York Mellon Corp 0.00% Reduce -1.3% 269,214 $11.8M
GC Wealth Management RIA, LLC 0.40% Add +8.4% 249,474 $10.9M
Carnegie Investment Counsel 0.19% New 238,163 $10.4M
Schonfeld Strategic Advisors LLC 0.05% Add +366.9% 220,051 $9.6M
Millennium Management 0.01% Reduce -52.0% 218,753 $9.6M
J. Goldman & Co LP 0.36% New 211,152 $9.2M
HSBC Holdings PLC 0.01% Reduce -8.0% 210,145 $9.2M
Wells Fargo & Company 0.00% Reduce -75.2% 210,164 $9.2M
Maxi Investments CY Ltd 1.54% New 193,400 $8.5M
Nuveen, LLC 0.00% Reduce -56.5% 189,632 $8.3M
Jane Street Group, LLC 0.01% Reduce -80.7% 188,484 $8.2M
Optiver Holding B.V. 0.14% Reduce -53.1% 172,305 $7.5M
Swiss National Bank 0.00% Add +2.9% 170,800 $7.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -1.9% 157,432 $6.9M
Walleye Capital LLC 0.04% Add +143.5% 149,769 $6.5M
Bank of Nova Scotia 0.01% Add +29.2% 141,558 $6.2M
Neo Ivy Capital Management 0.97% Add +121.4% 140,275 $6.1M
Qube Research & Technologies Ltd 0.01% Reduce -77.4% 128,199 $5.6M
Credit Agricole S A 0.01% Add +169.9% 115,801 $5.1M
Interval Partners, LP 0.11% New 112,292 $4.9M
Landscape Capital Management, L.L.C. 0.32% Reduce -0.1% 110,688 $4.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +13189.2% 109,636 $4.8M
Rhumbline Advisers 0.00% Reduce -14.3% 109,010 $4.8M
LPL Financial LLC 0.00% Reduce -4.4% 106,681 $4.7M
PDT Partners, LLC 0.28% New 100,041 $4.4M
Walleye Trading LLC 0.07% Reduce -10.6% 98,970 $4.3M
Alliancebernstein L.P. 0.00% Reduce -0.5% 98,810 $4.3M
Raymond James Financial Inc. 0.00% Reduce -23.5% 93,562 $4.1M
Invesco Ltd. 0.00% Reduce -85.0% 90,987 $4.0M
Bank of Montreal 0.00% Add +3.0% 90,652 $4.0M
Nordea Investment Management AB 0.00% Reduce -10.6% 87,943 $3.9M
PEAK6 LLC 0.10% Add +621.1% 87,617 $3.8M
SummitTX Capital, L.P. 0.11% Add +361.4% 85,223 $3.7M
Legal & General Group Plc 0.00% Reduce -7.1% 84,245 $3.7M
Dark Forest Capital Management LP 0.17% New 84,080 $3.7M
California State Teachers Retirement System 0.00% Reduce -0.0% 83,018 $3.6M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -7.9% 81,587 $3.6M
T. Rowe Price Associates Inc. 0.00% Reduce -91.9% 80,379 $3.5M
Quantinno Capital Management LP 0.01% Reduce -12.3% 79,368 $3.5M
Aquatic Capital Management LLC 0.10% Reduce -38.7% 77,587 $3.4M
MML Investors Services, LLC 0.01% Add +38.6% 75,690 $3.3M
Polar Asset Management Partners Inc. 0.08% New 74,700 $3.3M
Deutsche Bank AG 0.00% Add +5.1% 74,003 $3.2M
Liontrust Investment Partners LLP 0.05% Reduce -56.0% 71,524 $3.1M
Private Advisor Group, LLC 0.01% Add +353.4% 71,323 $3.1M
Quantbot Technologies LP 0.10% Reduce -52.3% 70,310 $3.1M
Man Group plc 0.01% Reduce -85.1% 70,235 $3.1M
Verition Fund Management LLC 0.02% Reduce -57.2% 69,020 $3.0M
Jump Financial, LLC 0.04% Reduce -85.9% 66,393 $2.9M
AQR Capital Management 0.00% Add +33.3% 60,309 $2.6M
BNP Paribas Financial Markets 0.00% Add +34.6% 60,062 $2.6M
State of New Jersey Common Pension Fund D 0.01% Add +69.9% 56,894 $2.5M
Atom Investors LP 0.18% New 52,694 $2.3M
Commonwealth Equity Services, LLC 0.00% Reduce -19.8% 52,379 $2.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +23.4% 50,382 $2.3M
Castle Hook Partners LP 0.03% New 48,545 $2.1M
Simplex Trading, LLC 0.06% New 48,172 $2.1M
MetLife Investment Management, LLC 0.01% Reduce -5.2% 46,891 $2.1M
IMC-Chicago, LLC 0.04% Reduce -73.8% 46,714 $2.0M
Creative Planning 0.00% Add +62.4% 45,390 $2.0M

"% 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 394 holders