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UPST — UPSTART HLDGS INC · All Fund Holders
Funds holding (latest): 49 · Reported value held: $2.58B
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| 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 |
| Fidelity Management & Research (FMR) history | Q2 2026 | 706.55K | $25.03M | 0.00% | Add |
| Balyasny Asset Management history | Q2 2026 | 646.06K | $22.89M | 0.03% | Reduce |
| Wellington Management Group history | Q4 2025 | 489.22K | $21.39M | 0.00% | Add |
| Viking Global Investors history | Q3 2022 | 999.65K | $20.78M | 0.10% | New |
| Steadfast Capital Management history | Q2 2022 | 377.95K | $11.95M | 0.26% | Add |
| BNY Mellon history | Q2 2026 | 273.25K | $9.68M | 0.00% | Add |
| Moore Capital Management history | Q2 2025 | 136.00K | $8.80M | 0.11% | New |
| Capital World Investors history | Q4 2021 | 50.00K | $7.57M | 0.00% | Hold |
| Wells Fargo & Co history | Q2 2026 | 180.22K | $6.39M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 121.45K | $4.39M | 0.00% | New |
| Invesco Ltd history | Q2 2026 | 114.82K | $4.07M | 0.00% | Add |
| AQR Capital Management history | Q2 2026 | 110.45K | $3.91M | 0.00% | Add |
| Deutsche Bank AG history | Q2 2026 | 95.55K | $3.39M | 0.00% | Add |
| Norges Bank Investment Management history | Q2 2026 | 93.96K | $3.33M | 0.00% | Reduce |
| Bridgewater Associates history | Q3 2025 | 61.97K | $3.15M | 0.01% | New |
| Legal & General Investment Management America history | Q2 2026 | 73.07K | $2.59M | 0.00% | Add |
| Manulife Financial history | Q2 2026 | 43.96K | $1.56M | 0.00% | Add |
| Lazard Asset Management history | Q4 2025 | 23.45K | $1.03M | 0.00% | Add |
| Arrowstreet Capital history | Q1 2022 | 8.63K | $941.00K | 0.00% | New |
| CPP Investments history | Q2 2026 | 19.30K | $683.80K | 0.00% | Add |
| Two Sigma Investments history | Q2 2026 | 19.00K | $673.17K | 0.00% | Reduce |
| Janus Henderson Group history | Q1 2026 | 24.72K | $634.00K | 0.00% | Add |
| Prudential Financial history | Q2 2026 | 14.34K | $507.89K | 0.00% | Add |
| CDPQ (Caisse de Depot) history | Q1 2022 | 3.80K | $415.00K | 0.00% | Add |
| Amundi US history | Q2 2026 | 9.83K | $348.31K | 0.00% | New |
| Franklin Resources history | Q2 2023 | 6.53K | $233.84K | 0.00% | New |
| Principal Global Investors history | Q2 2026 | 6.54K | $231.85K | 0.00% | New |
| PNC Financial Services history | Q2 2026 | 3.25K | $114.97K | 0.00% | Reduce |
| T. Rowe Price Associates history | Q2 2026 | 118.60K | $4.20K | 0.00% | Add |