Latest Period
Q4 2025
- Info
- Insider Trading
- Financials
- Holders
Security Snapshot
Upstart Holdings, Inc. - Common Stock (UPST) Institutional Ownership
CUSIP: 91680M107
13F Institutional Holders and Ownership History from Q4 2020 to Q1 2026
Institutions Reporting
387
Shares (Excl. Options)
64,650,008
Price
$43.73
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- Type / Class
- Equity / Common Stock
- Symbol
- UPST on Nasdaq
- Shares outstanding
- 96,380,942
- Price per share
- $25.65
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 64,650,008
- Total reported value
- $2,826,851,744
- % of total 13F portfolios
- 0%
- Share change
- +320,560
- Value change
- -$53,688,461
- Number of holders
- 387
- Price from insider filings
- $25.65
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- UPST - Upstart Holdings, Inc. - Common Stock is tracked under CUSIP 91680M107.
- 387 institutions reported positions in Q4 2025.
- 4 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 387 to 27 between Q4 2025 and Q1 2026.
- Reported value moved from $2,826,851,744 to $10,494,579.
Why This Matters
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 387 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 91680M107?
CUSIP 91680M107 identifies UPST - Upstart Holdings, Inc. - Common Stock in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 91680M107:
Significant Owners of Upstart Holdings, Inc. - Common Stock (UPST) based on Schedule 13D/G filings
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Jericho Capital Asset Management L.P. | 5.2% | $253,647,653 | 5,011,809 | Jericho Capital Asset Management L.P. | 31 Dec 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 | |
| SUSQUEHANNA SECURITIES, LLC | 4.6% | -18% | $230,486,797 | -$49,551,239 | 4,554,175 | -18% | G1 Execution Services, LLC | 31 Dec 2025 |
| Citadel Securities GP LLC | 4.7% | $228,646,735 | 4,500,982 | Citadel Securities GP LLC | 02 Oct 2025 |
As of 31 Dec 2025, 387 institutional investors reported holding 64,650,008 shares of Upstart Holdings, Inc. - Common Stock (UPST). This represents 67% of the company’s total 96,380,942 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of Upstart Holdings, Inc. - Common Stock (UPST) together control 51% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 8.4% | 8,073,659 | -2% | 0.01% | $353,061,109 |
| BlackRock, Inc. | 7.4% | 7,088,760 | +3.4% | 0.01% | $309,991,474 |
| Jericho Capital Asset Management L.P. | 5.2% | 5,011,809 | +12% | 2.5% | $219,166,408 |
| MORGAN STANLEY | 4.4% | 4,206,615 | +155% | 0.01% | $183,955,303 |
| BANK OF AMERICA CORP /DE/ | 2.6% | 2,538,426 | +936% | 0.01% | $111,005,370 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.1% | 2,068,515 | +1.3% | 0.01% | $90,469,479 |
| Clear Street Group Inc. | 2.1% | 2,061,714 | +261% | 0.47% | $90,158,753 |
| STATE STREET CORP | 2.1% | 2,001,053 | -2.5% | 0% | $87,506,048 |
| GOLDMAN SACHS GROUP INC | 1.7% | 1,652,624 | +4% | 0.01% | $72,269,248 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.3% | 1,287,089 | +34% | 0.08% | $56,284,402 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1.3% | 1,208,201 | +2.5% | 0.08% | $52,835,745 |
| Marex Group plc | 1.2% | 1,178,997 | -9.6% | 0.56% | $51,557,539 |
| NORGES BANK | 1.2% | 1,141,425 | 0.01% | $49,914,515 | |
| CITADEL ADVISORS LLC | 1.1% | 1,105,759 | +273% | 0.03% | $48,354,841 |
| SG Americas Securities, LLC | 1.1% | 1,085,851 | +423% | 0.06% | $47,484,000 |
| FRED ALGER MANAGEMENT, LLC | 1% | 1,006,130 | -11% | 0.17% | $43,998,066 |
| Azora Capital LP | 0.92% | 882,231 | 2.4% | $38,579,962 | |
| BARCLAYS PLC | 0.9% | 864,102 | +20% | 0.02% | $37,787,182 |
| Connor, Clark & Lunn Investment Management Ltd. | 0.88% | 850,839 | -12% | 0.1% | $37,207,189 |
| BAILLIE GIFFORD & CO | 0.79% | 758,929 | 0.03% | $33,187,966 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.77% | 745,836 | +0.59% | 0.01% | $32,615,408 |
| NORTHERN TRUST CORP | 0.77% | 744,186 | -5.2% | 0% | $32,543,255 |
| CAPITAL FUND MANAGEMENT S.A. | 0.7% | 671,345 | +19% | 0.28% | $29,357,916 |
| UBS Group AG | 0.67% | 642,137 | -22% | 0.01% | $28,080,651 |
| CITIGROUP INC | 0.58% | 563,645 | +2.5% | 0.02% | $24,648,196 |
Institutional Holders of Upstart Holdings, Inc. - Common Stock (UPST) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 409,135 | $10,494,579 | -$40,844,763 | $25.65 | 27 |
| 2025 Q4 | 64,650,008 | $2,826,851,744 | -$53,688,461 | $43.73 | 387 |
| 2025 Q3 | 64,354,814 | $3,271,085,949 | +$26,810,328 | $50.80 | 408 |
| 2025 Q2 | 61,482,886 | $3,976,738,167 | +$285,173,866 | $64.68 | 413 |
| 2025 Q1 | 59,215,110 | $2,725,814,276 | +$10,538,531 | $46.03 | 379 |
| 2024 Q4 | 58,278,709 | $3,589,180,766 | +$462,897,457 | $61.57 | 384 |
| 2024 Q3 | 49,284,571 | $1,972,186,410 | +$429,361,774 | $40.01 | 333 |
| 2024 Q2 | 38,937,881 | $918,691,605 | +$17,060,106 | $23.59 | 268 |
| 2024 Q1 | 36,829,450 | $990,342,824 | -$148,965,446 | $26.89 | 267 |
| 2023 Q4 | 41,564,004 | $1,703,164,705 | +$163,622,707 | $40.86 | 318 |
| 2023 Q3 | 37,648,704 | $1,080,074,177 | +$36,378,208 | $28.54 | 281 |
| 2023 Q2 | 35,989,602 | $1,292,613,006 | +$270,199,393 | $35.81 | 288 |
| 2023 Q1 | 29,593,892 | $470,134,093 | +$5,540,353 | $15.89 | 251 |
| 2022 Q4 | 29,405,589 | $388,793,384 | -$57,963,156 | $13.22 | 247 |
| 2022 Q3 | 31,491,904 | $655,305,813 | -$170,452,391 | $20.79 | 261 |
| 2022 Q2 | 36,501,332 | $1,154,193,273 | -$398,704,589 | $31.62 | 300 |
| 2022 Q1 | 40,580,323 | $4,422,786,148 | -$46,677,145 | $109.09 | 472 |
| 2021 Q4 | 38,213,803 | $5,785,164,441 | -$810,603,992 | $151.30 | 448 |
| 2021 Q3 | 40,972,254 | $12,964,892,571 | +$2,331,706,466 | $316.44 | 414 |
| 2021 Q2 | 40,473,788 | $4,970,720,456 | -$357,622,023 | $124.90 | 245 |
| 2021 Q1 | 37,947,102 | $4,792,461,565 | +$7,944,874 | $128.86 | 125 |
| 2020 Q4 | 44,134,589 | $1,753,422,169 | +$1,583,385,119 | $40.75 | 61 |