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UPST

Upstart Holdings, Inc.
$34.78 -0.96 (-2.69%) At close · Jul 2
Market Cap
$3.33B
Shares
95,711,569

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 343
Total Value: $1,814,492,429
Total Shares: 70,739,173
Showing 1–100 of 389 holdings by value · page 1 of 4

Institutional Ownership Trend

23 quarters

Superinvestors Holding UPST

All superinvestors →
Philippe Laffont $22,339,790

Holder Concentration

Across 343 13F filers
Top Holder
10.5%
Jun 2023 → Mar 2026 · range 8.6% – 13.3%
of institutional value
Top 5
36.9%
Jun 2023 → Mar 2026 · range 33.6% – 47.9%
of institutional value
Top 10
53.8%
Jun 2023 → Mar 2026 · range 45.0% – 63.0%
of institutional value
HHI
406
Jun 2023 → Mar 2026 · range 336 – 570
Broadly held
Showing 100 of 389
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $189,888,969 10.47% 7,403,079
Mega MORGAN STANLEY $101,960,260 5.62% 3,975,059
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $97,721,370 5.39% 3,809,800
Mega VANGUARD CAPITAL MANAGEMENT LLC $96,240,082 5.30% 3,752,050
Large MARSHALL WACE, LLP $84,134,820 4.64% 3,280,110
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $68,349,555 3.77% 2,664,700
Mega CITADEL ADVISORS LLC $59,828,625 3.30% 2,332,500
Mega GEODE CAPITAL MANAGEMENT, LLC $54,482,600 3.00% 2,124,078
Mega STATE STREET CORP $52,661,655 2.90% 2,053,086
Mega GOLDMAN SACHS GROUP INC $40,000,815 2.20% 1,559,486
Large Clear Street Group Inc. $39,891,033 2.20% 1,555,206
Small Halter Ferguson Financial Inc. $37,637,784 2.07% 1,467,360
Mega BARCLAYS PLC $32,634,134 1.80% 1,272,286
Mega CITADEL ADVISORS LLC $30,949,290 1.71% 1,206,600
Large BAILLIE GIFFORD & CO $28,427,765 1.57% 1,108,295
Mega DIMENSIONAL FUND ADVISORS LP $26,234,305 1.45% 1,022,780
Mega JANE STREET GROUP, LLC $26,042,445 1.44% 1,015,300
Mega JANE STREET GROUP, LLC $25,991,145 1.43% 1,013,300
Mega D. E. Shaw & Co., Inc. $23,510,790 1.30% 916,600
Mega UBS Group AG $22,619,886 1.25% 881,867
Large COATUE MANAGEMENT LLC $22,339,790 1.23% 870,947
Large Balyasny Asset Management L.P. $22,300,520 1.23% 869,416
Large CAPITAL FUND MANAGEMENT S.A. $21,719,881 1.20% 846,779
Mega CITIGROUP INC $20,682,646 1.14% 806,341
Mega NORTHERN TRUST CORP Bank $19,465,449 1.07% 758,887
Large Point72 Asset Management, L.P. $19,392,939 1.07% 756,060
Mega JANE STREET GROUP, LLC $19,002,108 1.05% 740,823
Mega MILLENNIUM MANAGEMENT LLC $17,135,841 0.94% 668,064
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $16,826,861 0.93% 656,018
Mega CITADEL ADVISORS LLC $16,189,305 0.89% 631,162
Mega VANGUARD FIDUCIARY TRUST CO Bank $15,321,001 0.84% 597,310
Small KADENSA CAPITAL Ltd $15,130,191 0.83% 589,871
Large FRED ALGER MANAGEMENT, LLC $14,351,815 0.79% 559,525
Large Squarepoint Ops LLC $13,630,076 0.75% 531,387
Large PEAK6 LLC $13,479,075 0.74% 525,500
Mega BANK OF AMERICA CORP /DE/ Bank $12,978,334 0.72% 505,978
Mega HSBC HOLDINGS PLC $12,825,000 0.71% 500,000
Mega D. E. Shaw & Co., Inc. $11,983,680 0.66% 467,200
Mega UBS Group AG $9,618,750 0.53% 375,000
Mega FIRST TRUST ADVISORS LP $9,579,120 0.53% 373,455
Mid GC Wealth Management RIA, LLC $8,840,169 0.49% 344,646
Large Pathstone Holdings, LLC $8,651,411 0.48% 337,287
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $8,364,618 0.46% 326,106
Mega HSBC HOLDINGS PLC $7,388,328 0.41% 288,044
Mega Bank of New York Mellon Corp Bank $6,857,293 0.38% 267,341
Mega D. E. Shaw & Co., Inc. $6,850,499 0.38% 267,076
Large Caption Management, LLC $6,412,500 0.35% 250,000
Large PEAK6 LLC $6,208,069 0.34% 242,030
Large Squarepoint Ops LLC $5,809,725 0.32% 226,500
Large Trexquant Investment LP $5,801,953 0.32% 226,197
Mega BNP PARIBAS ARBITRAGE, SA $5,553,814 0.31% 216,523
Large VOLORIDGE INVESTMENT MANAGEMENT, LLC $5,523,599 0.30% 215,345
Large Squarepoint Ops LLC $5,378,805 0.30% 209,700
Large TUDOR INVESTMENT CORP ET AL $5,306,985 0.29% 206,900
Small Maxi Investments CY Ltd $4,960,710 0.27% 193,400
Mega Nuveen, LLC $4,831,023 0.27% 188,344
Large SG Americas Securities, LLC Broker-Dealer $4,710,289 0.26% 183,637
Large Connor, Clark & Lunn Investment Management Ltd. $4,632,543 0.26% 180,606
Mega BARCLAYS PLC $4,617,000 0.25% 180,000
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $4,590,935 0.25% 178,984
Mega Swiss National Bank Bank $4,442,580 0.24% 173,200
Large Qube Research & Technologies Ltd $4,293,271 0.24% 167,379
Mega WELLS FARGO & COMPANY/MN $4,149,399 0.23% 161,770
Large Walleye Trading LLC $4,091,175 0.23% 159,500
Mega JPMORGAN CHASE & CO $3,900,387 0.21% 152,062
Large BANK OF NOVA SCOTIA Bank $3,859,683 0.21% 150,475
Large Holocene Advisors, LP $3,461,057 0.19% 134,934
Mid BOOTHBAY FUND MANAGEMENT, LLC $3,303,720 0.18% 128,800
Large Walleye Trading LLC $3,265,245 0.18% 127,300
Large Marex Group plc $2,983,299 0.16% 116,308
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $2,949,954 0.16% 115,008
Large Jefferies Financial Group Inc. $2,949,750 0.16% 115,000
Mega MILLENNIUM MANAGEMENT LLC $2,829,195 0.16% 110,300
Large Banco Santander, S.A. $2,803,545 0.15% 109,300
Mega RHUMBLINE ADVISERS $2,771,867 0.15% 108,065
Mega Invesco Ltd. $2,751,985 0.15% 107,290
Mid Quantbot Technologies LP $2,721,105 0.15% 106,086
Large BNP PARIBAS ASSET MANAGEMENT Holding S.A. $2,703,329 0.15% 105,393
Large Quantinno Capital Management LP $2,664,009 0.15% 103,860
Small Neo Ivy Capital Management $2,640,744 0.15% 102,953
Large Point72 Asset Management, L.P. $2,593,215 0.14% 101,100
Mega LPL Financial LLC $2,587,341 0.14% 100,871
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $2,582,775 0.14% 100,693
Large Man Group plc $2,569,924 0.14% 100,192
Mid PDT Partners, LLC $2,566,051 0.14% 100,041
Large Jefferies Financial Group Inc. $2,565,000 0.14% 100,000
Mega ALLIANCEBERNSTEIN L.P. $2,564,769 0.14% 99,991
Mega PRICE T ROWE ASSOCIATES INC /MD/ $2,503,542 0.14% 97,604
Large CREDIT AGRICOLE S A $2,495,026 0.14% 97,272
Mega RAYMOND JAMES FINANCIAL INC $2,385,962 0.13% 93,020
Large CREDIT AGRICOLE S A $2,349,540 0.13% 91,600
Mid Divisadero Street Capital Management, LP $2,297,957 0.13% 89,589
Large TUDOR INVESTMENT CORP ET AL $2,246,940 0.12% 87,600
Large CAPITAL FUND MANAGEMENT S.A. $2,239,245 0.12% 87,300
Large Balyasny Asset Management L.P. $2,226,420 0.12% 86,800
Mega AQR CAPITAL MANAGEMENT LLC $2,223,057 0.12% 86,669
Large Bank Julius Baer & Co. Ltd, Zurich Bank $2,153,086 0.12% 83,941
Mega NORDEA INVESTMENT MANAGEMENT AB $2,141,800 0.12% 83,501
Large HRT FINANCIAL LP $2,140,415 0.12% 83,447
Mid ALGERT GLOBAL LLC $2,098,170 0.12% 81,800
Key facts CIK 1647639 CUSIP 91680M107 13F (30d) 25 filings 7 filers Visit website

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