Upstart HoldingsUPST
13F holders, Q1 2026 (March 31)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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $60.9M |
| Exits | 98 | $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.