Upstart Holdings, Inc. - Common Stock, $0.0001 par value per share (UPST)

Historical Holders from Q4 2020 to Q4 2025

Type / Class: Equity / Common Stock, $0.0001 par value per share
Symbol: UPST on Nasdaq
Shares outstanding: 97,074,649
Price per share: $43.73
All holders as of 30 Sep 2025: Q3 2025
Total 13F shares as of 30 Sep 2025: 64,331,012
Holdings value: $3,269,887,467
% of all portfolios: 0%
Share change: +2,210,964
Value change: +$26,378,136
Average buys %: +0%
Average sells %: -0%
Number of holders: 404
Price from insider filings: $50.00

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Significant Owners of Upstart Holdings, Inc. - Common Stock, $0.0001 par value per share (UPST) based on Schedule 13D/G filings

Filer	Ownership	Change %	Holdings Value	Nb Shares	Change %	Reporting Name	Report Period
SUSQUEHANNA SECURITIES, LLC	5.7%		$281,089,354	5,533,255		G1 Execution Services, LLC	30 Sep 2025
D. E. SHAW & CO, L.P.	4.9%	-2%	$226,227,712	4,599,059	0%	D. E. Shaw & Co., L.P.	31 Dec 2024
Citadel Securities GP LLC	4.7%		$228,646,735	4,500,982		Citadel Securities GP LLC	02 Oct 2025

As of 30 Sep 2025, Upstart Holdings, Inc. - Common Stock, $0.0001 par value per share (UPST) has 404 institutional shareholders filing 13F forms. They hold 64,331,012 shares of 97,074,649 outstanding shares (66%) .

Top 25 institutional shareholders own 48% of the company.

Filer	Ownership	Nb Shares	Share Change %	Portfolio %	Holdings Value
VANGUARD GROUP INC	8.5%	8,240,724	-0.22%	0.01%	$418,628,779
BlackRock, Inc.	7.1%	6,856,038	+1.3%	0.01%	$348,286,729
Jericho Capital Asset Management L.P.	4.6%	4,480,809	+23%	2.4%	$227,625,097
Slate Path Capital LP	2.8%	2,731,974		2.1%	$138,784,279
STATE STREET CORP	2.1%	2,051,352	-1.2%	0%	$104,208,682
GEODE CAPITAL MANAGEMENT, LLC	2.1%	2,041,781	+1.6%	0.01%	$103,737,038
MORGAN STANLEY	1.7%	1,652,024	-1.2%	0.01%	$83,922,867
GOLDMAN SACHS GROUP INC	1.6%	1,589,648	+21%	0.01%	$80,754,119
Squarepoint Ops LLC	1.4%	1,356,294	+34%	0.15%	$68,899,735
Marex Group plc	1.3%	1,304,483	+614%	0.82%	$66,267,737
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	1.2%	1,178,677	-1.4%	0.1%	$59,878,477
FRED ALGER MANAGEMENT, LLC	1.2%	1,127,568	-7.6%	0.22%	$57,280,455
FULLER & THALER ASSET MANAGEMENT, INC.	1.1%	1,046,143	+3.4%	0.18%	$53,144,087
Tidal Investments LLC	1%	1,000,638	+59%	0.22%	$50,832,410
PRICE T ROWE ASSOCIATES INC /MD/	1%	991,433	+1306%	0.01%	$50,366,000
JANE STREET GROUP, LLC	1%	974,697	+505%	0.06%	$49,514,607
Connor, Clark & Lunn Investment Management Ltd.	1%	971,856	+31%	0.16%	$49,370,285
VOLORIDGE INVESTMENT MANAGEMENT, LLC	1%	970,306	+80%	0.17%	$49,291,545
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.99%	962,880	-24%	0.07%	$48,914,304
COATUE MANAGEMENT LLC	0.9%	870,947	0%	0.11%	$44,244,108
WELLS FARGO & COMPANY/MN	0.87%	846,246	+132%	0.01%	$42,989,290
UBS Group AG	0.85%	825,348	+0.64%	0.01%	$41,927,679
NORTHERN TRUST CORP	0.81%	785,312	+0.08%	0.01%	$39,893,849
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.76%	741,430	+7.4%	0.01%	$37,664,644
BARCLAYS PLC	0.74%	719,410	+23%	0.01%	$36,546,027

Institutional Holders of Upstart Holdings, Inc. - Common Stock, $0.0001 par value per share (UPST) across Reporting Periods

Period	Reported Shares, Excl. Options	Value, Excl. Options	Value Change	Puts Notional Value	Calls Notional Value	Price	Investors
2025 Q4	1,196,272	$52,378,642	+$37,950,409			$43.73	12
2025 Q3	64,331,012	$3,269,887,467	+$26,378,136	$814,027,755	$728,498,452	$50.80	404
2025 Q2	61,482,886	$3,976,738,167	+$285,173,866	$543,498,677	$609,147,975	$64.68	413
2025 Q1	59,215,110	$2,725,814,276	+$10,538,531	$480,483,512	$467,589,341	$46.03	379
2024 Q4	58,278,709	$3,589,180,766	+$462,897,457	$1,127,764,529	$885,238,555	$61.57	384
2024 Q3	49,284,571	$1,972,186,410	+$429,361,774	$466,676,902	$422,320,130	$40.01	333
2024 Q2	38,937,881	$918,691,605	+$17,060,106	$209,491,758	$162,072,922	$23.59	268
2024 Q1	36,829,450	$990,342,824	-$148,965,446	$260,193,037	$223,969,886	$26.89	267
2023 Q4	41,564,004	$1,703,164,705	+$163,622,707	$582,776,618	$404,265,011	$40.86	318
2023 Q3	37,648,704	$1,080,074,177	+$36,378,208	$273,948,084	$223,046,808	$28.54	281
2023 Q2	35,989,602	$1,292,613,006	+$270,199,393	$309,203,061	$209,461,258	$35.81	288
2023 Q1	29,593,892	$470,134,093	+$5,540,353	$156,842,499	$89,101,838	$15.89	251
2022 Q4	29,405,589	$388,793,384	-$57,963,156	$147,605,304	$103,166,253	$13.22	247
2022 Q3	31,491,904	$655,305,813	-$170,452,391	$282,944,000	$200,774,710	$20.79	261
2022 Q2	36,501,332	$1,154,193,273	-$398,704,589	$365,549,327	$266,690,183	$31.62	300
2022 Q1	40,580,323	$4,422,786,148	-$46,677,145	$1,313,972,486	$1,012,520,078	$109.09	472
2021 Q4	38,213,803	$5,785,164,441	-$810,603,992	$966,823,500	$806,395,500	$151.30	448
2021 Q3	40,972,254	$12,964,892,571	+$2,331,706,466	$1,754,984,000	$2,160,152,000	$316.44	414
2021 Q2	40,473,788	$4,970,720,456	-$357,622,023	$456,942,000	$340,061,000	$124.90	245
2021 Q1	37,947,102	$4,792,461,565	+$7,944,874	$123,982,000	$142,184,000	$128.86	125
2020 Q4	44,134,589	$1,753,422,169	+$1,583,385,119			$40.75	61