Upstart HoldingsUPST

13F holders, Q1 2026 (March 31)
340holders −54
44new positions
98sold out
7famous investors
$25.68avg. 13F price*

At the end of Q1 2026, 340 institutions reported holding Upstart Holdings Inc. (UPST) in their 13F filings, down 54 from Q4 2025. 44 opened new positions and 98 sold out. The largest holders were BlackRock, Inc. ($189.9M), Morgan Stanley ($102.0M) and Vanguard Capital Management LLC ($96.2M). 7 famous investors held it, including Philippe Laffont (0.1% of Coatue Management's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions44$60.9M
Exits98$410.2M

All 13F filers, Q4 2025 → Q1 2026: 12,494,350 shares bought and 19,528,294 shares sold, net −7,033,944 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 340 holders

BlackRock, Inc. 0.00% Add +4.4% 7,403,079 $189.9M
Morgan Stanley 0.01% Reduce -5.5% 3,975,059 $102.0M
Vanguard Capital Management LLC 0.00% — 3,752,050 $96.2M
Vanguard Portfolio Management LLC 0.01% — 3,743,541 $96.0M
Marshall Wace, LLP 0.09% Add +495.1% 3,280,110 $84.1M
Geode Capital Management, LLC 0.00% Add +2.7% 2,124,078 $54.5M
State Street Corp. 0.00% Add +2.6% 2,053,086 $52.7M
Goldman Sachs Group Inc. 0.01% Reduce -5.6% 1,559,486 $40.0M
Clear Street Group Inc. 0.22% Reduce -24.6% 1,555,206 $39.9M
Halter Ferguson Financial Inc. 8.32% Add +253.3% 1,467,360 $37.6M
Barclays PLC 0.01% Add +47.2% 1,272,286 $32.6M
Baillie Gifford & Co. 0.03% Add +46.0% 1,108,295 $28.4M
Dimensional Fund Advisors LP 0.01% Add +267.1% 1,022,780 $26.2M
UBS Group AG 0.00% Add +37.3% 881,867 $22.6M
Coatue Management 0.08% New 870,947 $22.3M
Balyasny Asset Management L.P. 0.05% Add +4310.6% 869,416 $22.3M
Capital Fund Management S.A. 0.19% Add +26.1% 846,779 $21.7M
Citigroup Inc. 0.01% Add +43.1% 806,341 $20.7M
Northern Trust Corp. 0.00% Add +2.0% 758,887 $19.5M
Point72 Asset Management 0.04% Add +104.2% 756,060 $19.4M
Jane Street Group, LLC 0.02% Add +293.0% 740,823 $19.0M
Millennium Management 0.01% Add +205.4% 668,064 $17.1M
Charles Schwab Investment Management Inc. 0.00% Reduce -12.0% 656,018 $16.8M
Citadel Advisors 0.01% Reduce -42.9% 631,162 $16.2M
Vanguard Fiduciary Trust Co. 0.00% — 597,310 $15.3M
KADENSA CAPITAL Ltd 2.11% Add +13.2% 589,871 $15.1M
Fred Alger Management, LLC 0.06% Reduce -44.4% 559,525 $14.4M
Squarepoint Ops LLC 0.03% New 531,387 $13.6M
Bank of America Corp. 0.00% Reduce -80.1% 505,978 $13.0M
First Trust Advisors LP 0.01% Add +17.2% 373,455 $9.6M
GC Wealth Management RIA, LLC 0.37% Add +38.1% 344,646 $8.8M
Pathstone Holdings, LLC 0.03% Add +0.3% 337,287 $8.7M
Susquehanna International Group, LLP 0.01% Reduce -74.7% 326,106 $8.4M
HSBC Holdings PLC 0.00% Add +37.1% 288,044 $7.4M
Bank of New York Mellon Corp 0.00% Reduce -0.7% 267,341 $6.9M
D. E. Shaw & Co. 0.01% Reduce -2.3% 267,076 $6.9M
PEAK6 LLC 0.18% Add +176.2% 242,030 $6.2M
Trexquant Investment LP 0.04% New 226,197 $5.8M
BNP Paribas Financial Markets 0.00% Add +260.5% 216,523 $5.6M
Voloridge Investment Management, LLC 0.02% Reduce -38.1% 215,345 $5.5M
Maxi Investments CY Ltd 1.08% No change 193,400 $5.0M
Nuveen, LLC 0.00% Reduce -0.7% 188,344 $4.8M
SG Americas Securities, LLC 0.01% Reduce -83.1% 183,637 $4.7M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -78.8% 180,606 $4.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +13.7% 178,984 $4.6M
Swiss National Bank 0.00% Add +1.4% 173,200 $4.4M
Alliancebernstein L.P. 0.00% Add +1.2% 99,991 $4.4M
Qube Research & Technologies Ltd 0.01% Add +30.6% 167,379 $4.3M
Wells Fargo & Company 0.00% Reduce -23.0% 161,770 $4.1M
Bank of Nova Scotia 0.01% Add +6.3% 150,475 $3.9M
JPMorgan Chase & Co. 0.00% Reduce -63.0% 152,062 $3.7M
Holocene Advisors, LP 0.01% Add +1392.3% 134,934 $3.5M
Marex Group Ltd 0.03% Reduce -90.1% 116,308 $3.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -90.5% 115,008 $2.9M
Banco Santander, S.A. 0.02% Add +169.7% 109,300 $2.8M
Rhumbline Advisers 0.00% Reduce -0.9% 108,065 $2.8M
Invesco Ltd. 0.00% Add +17.9% 107,290 $2.8M
Quantbot Technologies LP 0.11% Add +50.9% 106,086 $2.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -3.9% 105,393 $2.7M
Quantinno Capital Management LP 0.00% Add +30.9% 103,860 $2.7M
Neo Ivy Capital Management 0.70% Reduce -26.6% 102,953 $2.6M
LPL Financial LLC 0.00% Reduce -5.5% 100,871 $2.6M
California State Teachers Retirement System 0.00% Add +21.3% 100,693 $2.6M
Man Group plc 0.01% Add +42.6% 100,192 $2.6M
PDT Partners, LLC 0.15% No change 100,041 $2.6M
T. Rowe Price Associates Inc. 0.00% Add +21.4% 97,604 $2.5M
Credit Agricole S A 0.01% Reduce -16.0% 97,272 $2.5M
Raymond James Financial Inc. 0.00% Reduce -0.6% 93,020 $2.4M
Divisadero Street Capital Management, LP 0.11% Reduce -75.8% 89,589 $2.3M
AQR Capital Management 0.00% Add +43.7% 86,669 $2.2M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +2.9% 83,941 $2.2M
HRT Financial LP 0.01% New 83,447 $2.1M
Algert Global LLC 0.03% Add +313.4% 81,800 $2.1M
Bank of Montreal 0.00% Reduce -10.1% 81,488 $2.1M
Deutsche Bank AG 0.00% Add +9.4% 80,987 $2.1M
Nordea Investment Management AB 0.00% Reduce -5.0% 83,501 $2.1M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 79,691 $2.0M
Headlands Technologies LLC 0.23% New 79,501 $2.0M
Congress Asset Management Co. 0.01% New 76,407 $2.0M
WINTON GROUP Ltd 0.07% New 75,900 $1.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +40.5% 70,797 $1.8M
Legal & General Group Plc 0.00% Reduce -17.3% 69,694 $1.8M
Brevan Howard Capital Management LP 0.02% New 69,342 $1.8M
Private Advisor Group, LLC 0.01% Reduce -4.6% 68,054 $1.7M
Schonfeld Strategic Advisors LLC 0.01% Reduce -69.3% 67,525 $1.7M
MML Investors Services, LLC 0.00% Reduce -16.2% 63,435 $1.6M
SummitTX Capital, L.P. 0.05% Reduce -30.2% 59,503 $1.5M
Havemeyer Place LP 0.18% New 59,216 $1.5M
IMC-Chicago, LLC 0.02% Add +17.4% 54,840 $1.4M
Commonwealth Equity Services, LLC 0.00% Add +3.4% 54,168 $1.4M
Creative Planning 0.00% Add +18.8% 53,914 $1.4M
Liontrust Investment Partners LLP 0.02% Reduce -27.3% 52,013 $1.3M
Engineers Gate Manager LP 0.02% Add +142.2% 48,714 $1.2M
TCI Wealth Advisors, Inc. 0.07% Add +9.0% 48,389 $1.2M
MetLife Investment Management, LLC 0.01% Add +1.4% 47,530 $1.2M
Dark Forest Capital Management LP 0.10% Reduce -45.5% 45,836 $1.2M
Nomura Holdings Inc. 0.01% Add +0.8% 45,062 $1.2M
Manchester Capital Management LLC 0.17% Add +4.2% 44,934 $1.2M
Gsa Capital Partners LLP 0.07% Add +554.4% 44,760 $1.1M
GMT Capital Corp 0.05% New 42,000 $1.1M

"% 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 340 holders