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UPST — UPSTART HLDGS INC

Reported value held$2.58B
Funds holding (latest)49
SectorFinancials
Funds holding (Q2 2026)34
Institutional value$1.21B · 34.33M sh
New / Add / Cut / Exit3 / 21 / 9 / 1
Top-5 / Top-10 concentration54.1% / 76.5%
Institutional holdings change Accumulating +0.9% (+321.92K sh)
Institutional value change Up +39.4%

As of Q2 2026, 34 SEC-registered investment managers reported holding UPST (UPSTART HLDGS INC) in their latest 13F filings, with a combined reported value of $1.21B across 34.33M shares. That is +0.9% by share count (+321.92K shares) versus the previous quarter, while reported value moved +39.4%. Ownership is concentrated: the five largest holders account for 54.1% of reported value and the top ten for 76.5%.

Compared with the prior quarter, 3 opened new positions, 21 added to existing stakes, 9 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

UPST is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Third Point history Q4 2021 4.00M $605.20M 4.26% Reduce
Vanguard Group history Q4 2025 8.07M $353.06M 0.01% Reduce
BlackRock Inc history Q2 2026 7.88M $279.14M 0.00% Add
Whale Rock Capital Management history Q3 2021 830.00K $262.64M 1.73% New
Citadel Advisors history Q2 2026 3.46M $122.43M 0.01% Reduce
Morgan Stanley history Q2 2026 2.41M $85.55M 0.01% Reduce
Goldman Sachs Group history Q2 2026 2.40M $84.86M 0.01% Add
Marshall Wace history Q2 2026 2.38M $84.20M 0.07% Reduce
Geode Capital Management history Q2 2026 2.23M $78.97M 0.00% Add
Renaissance Technologies history Q1 2025 1.44M $66.36M 0.10% Add
UBS Group AG history Q2 2026 1.58M $56.10M 0.01% Add
Bank of America Corp history Q2 2026 1.51M $53.58M 0.00% Add
Point72 Asset Management history Q2 2026 1.18M $41.93M 0.05% Add
D. E. Shaw & Co history Q2 2026 1.16M $40.94M 0.02% Reduce
Citigroup Inc history Q2 2026 1.14M $40.24M 0.01% Add
Baillie Gifford & Co history Q2 2026 1.08M $38.38M 0.04% Reduce
Coatue Management history Q2 2026 870.95K $30.86M 0.07% Hold
Millennium Management history Q2 2026 860.45K $30.49M 0.01% Add
Northern Trust Corp history Q2 2026 785.10K $27.82M 0.00% Add
Charles Schwab Investment Management history Q2 2026 765.28K $27.11M 0.00% Add

View all 49 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 5.79M 6.31M 6.51M 6.77M 6.86M 7.09M 7.40M 7.88M
Citadel Advisors 1.51M 1.68M 3.98M 4.57M 5.57M 5.08M 3.10M 2.65M 4.11M 4.74M 4.19M 3.12M 3.88M 4.43M 3.91M 2.76M 7.32M 4.20M 4.17M 3.46M
Morgan Stanley 283.75K 972.98K 3.62M 4.23M 4.33M 4.53M 1.24M 1.16M 1.91M 2.13M 2.26M 1.48M 1.43M 2.63M 1.59M 1.67M 1.65M 4.21M 3.98M 2.41M
Goldman Sachs Group 33.40K 103.92K 729.26K 997.53K 401.95K 1.56M 1.74M 2.50M 2.14M 1.42M 836.19K 1.86M 2.24M 7.75M 1.90M 1.34M 1.61M 1.68M 1.56M 2.40M
Marshall Wace — 6.57K 1.84K 345.49K 33.41K 18.18K 119.20K 46.99K — 137.20K 457.10K 358.46K 265.26K 1.06M — 111.15K 496.08K 563.57K 3.39M 2.38M
Geode Capital Management 597.70K 663.68K 682.86K 787.80K 940.79K 986.24K 1.03M 1.44M 1.50M 1.60M 1.67M 1.79M 1.82M 1.85M 1.94M 2.01M 2.04M 2.07M 2.12M 2.23M
UBS Group AG 58.61K 65.09K 181.51K 164.34K 134.00K 77.45K 144.50K 97.56K 40.99K 93.47K 119.44K 388.58K 469.26K 562.04K 757.92K 820.06K 930.35K 792.34K 1.26M 1.58M
Bank of America Corp 231.93K 207.38K 2.01M 4.27M 3.80M 3.92M 4.13M 1.83M 1.59M 3.75M 1.04M 2.00M 1.29M 1.32M 1.20M 1.26M 1.15M 2.54M 505.98K 1.51M
Point72 Asset Management — — 7.89K — 60.00K 76.89K — — 13.08K 30.00K 808.95K 47.50K 68.50K 56.50K 52.11K 34.63K 24.60K 470.78K 889.86K 1.18M
D. E. Shaw & Co 938.73K 2.24M 818.10K 591.71K 802.60K 37.50K 128.74K 2.93M 3.62M 4.00M 3.60M 1.44M 3.42M 4.64M 1.88M 1.49M 1.91M 2.17M 1.65M 1.16M
Citigroup Inc 236.79K 262.38K 268.50K 366.50K 283.92K 261.67K 25.02K 52.31K 42.09K 62.00K 54.97K 47.02K 106.84K 491.34K 470.90K 380.82K 550.14K 563.64K 806.34K 1.14M
Baillie Gifford & Co — — — — — — — — — — — — — — — — — 758.93K 1.11M 1.08M
Coatue Management — — — 2.36M 1.66M 832.42K 1.66M 1.66M 1.66M 684.79K 870.95K 870.95K 870.95K 349.06K 870.95K 870.95K 870.95K — 870.95K 870.95K
Millennium Management 170.52K 240.82K 172.90K 127.04K 157.56K 37.91K 198.24K 21.70K 106.65K 328.90K 61.70K 262.40K 1.20M 793.11K 489.94K 317.24K 671.25K 338.65K 824.86K 860.45K
Northern Trust Corp 313.21K 342.86K 433.24K 419.94K 283.01K 292.09K 294.14K 710.65K 718.75K 711.83K 664.08K 648.91K 673.39K 782.56K 774.81K 784.72K 785.31K 744.19K 758.89K 785.10K
Charles Schwab Investment Management 242.22K 264.05K 270.01K 289.22K 363.17K 371.67K 373.90K 534.37K 555.71K 573.18K 582.60K 610.82K 642.88K 657.12K 657.86K 690.12K 741.43K 745.84K 656.02K 765.28K
Fidelity Management & Research (FMR) 4.12K 7.69K 11.37K 14.06K 16.55K 10.83K 144.70K 12.75K 12.66K 13.35K 7.06K 4.94K 6.74K 6.26K 7.67K 11.66K 13.95K 12.00K 14.74K 706.55K
Balyasny Asset Management 50.00K 91.50K — 306.90K 847.50K — — — 8.55K 20.46K 261.82K 339.83K 289.70K 234.70K 194.70K 552.80K 635.06K 228.11K 997.02K 646.06K
BNY Mellon 123.67K 143.62K 172.12K 239.97K 240.76K 230.39K 233.06K 247.33K 248.09K 259.89K 236.22K 272.43K 215.59K 274.48K 241.21K 257.32K 200.00K 269.21K 267.34K 273.25K
Wells Fargo & Co 45.55K 52.08K 71.78K 70.13K 36.04K 32.27K 46.34K 59.41K 39.81K 42.76K 50.56K 47.90K 170.51K 60.77K 73.45K 364.19K 1.50M 210.16K 161.77K 180.22K

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