Latest Period
Q2 2026
Security Snapshot
Upstart Holdings, Inc. - Common Stock, par value $0.0001 per share (UPST) Institutional Ownership
CUSIP: 91680M107
13F Institutional Holders and Ownership History from Q4 2020 to Q2 2026
Institutions Reporting
367
Shares (Excl. Options)
58,382,869
Price
$35.43
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- Security type / class
- Equity / Common Stock, par value $0.0001 per share
- Symbol
- UPST on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 58,382,869
- Total 13F value
- $2,067,595,266
- Portfolio coverage rank
- 0%
- Share change
- +1,803,390
- Value change
- +$86,618,048
- Number of holders
- 367
- Shares outstanding
- 96,380,942
- SEC-reported price per share
- $29.89
- Insider filing price
- $29.89
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- UPST - Upstart Holdings, Inc. - Common Stock, par value $0.0001 per share is tracked under CUSIP 91680M107.
- 367 institutions reported positions in Q2 2026.
- 3 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 335 to 367 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $1,448,456,001 to $2,067,595,266.
Research use
- 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.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 367 institutions filings for Q2 2026.
Security key
91680M107
Latest holder period
Q2 2026
13F holders
367
13D/G owners
3
CIK / CUSIP context first
Open Q2 2026 holders
UPST full holder history
Upstart Holdings, Inc. SEC filings
Upstart Holdings, Inc. company facts
Upstart Holdings, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 91680M107:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
3
Security
UPST
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| 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 30 Jun 2026, 367 institutional investors reported holding 58,382,869 shares of Upstart Holdings, Inc. - Common Stock, par value $0.0001 per share (UPST). This represents 61% of the company’s total 96,380,942 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
47%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8.2% | 7,878,717 | +6.4% | 0% | $279,142,942 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.9% | 3,739,758 | -0.1% | 0.01% | $132,499,626 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.8% | 3,698,553 | -1.4% | 0% | $131,039,733 |
| MORGAN STANLEY | 2.5% | 2,414,712 | -39% | 0% | $85,553,247 |
| GOLDMAN SACHS GROUP INC | 2.5% | 2,395,222 | +54% | 0.01% | $84,862,705 |
| MARSHALL WACE, LLP | 2.5% | 2,370,690 | -28% | 0.07% | $83,993,547 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.3% | 2,228,631 | +4.9% | 0% | $78,974,444 |
| STATE STREET CORP | 2.2% | 2,118,467 | +3.2% | 0% | $75,057,286 |
| Clear Street Group Inc. | 1.9% | 1,829,063 | +18% | 0.21% | $64,803,702 |
| Halter Ferguson Financial Inc. | 1.8% | 1,748,119 | +19% | 10% | $61,935,857 |
| BANK OF AMERICA CORP /DE/ | 1.6% | 1,512,356 | +199% | 0% | $53,582,773 |
| UBS Group AG | 1.6% | 1,503,436 | +70% | 0.01% | $53,266,738 |
| CITIGROUP INC | 1.2% | 1,135,682 | +41% | 0.02% | $40,237,213 |
| BARCLAYS PLC | 1.2% | 1,128,975 | -11% | 0.01% | $39,999,584 |
| BAILLIE GIFFORD & CO | 1.1% | 1,083,157 | -2.3% | 0.03% | $38,376,253 |
| DIMENSIONAL FUND ADVISORS LP | 1.1% | 1,059,769 | +3.6% | 0.01% | $37,547,436 |
| CITADEL ADVISORS LLC | 0.99% | 955,585 | +51% | 0.02% | $33,856,377 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.95% | 920,253 | +182% | 0.03% | $32,604,564 |
| Point72 Asset Management, L.P. | 0.92% | 885,159 | +17% | 0.05% | $31,361,183 |
| COATUE MANAGEMENT LLC | 0.9% | 870,947 | 0% | 0.06% | $30,857,652 |
| CAPITAL FUND MANAGEMENT S.A. | 0.83% | 800,994 | -5.4% | 0.2% | $28,379,217 |
| NORTHERN TRUST CORP | 0.81% | 785,102 | +3.5% | 0% | $27,816,163 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.79% | 765,281 | +17% | 0% | $27,113,906 |
| MILLENNIUM MANAGEMENT LLC | 0.79% | 764,847 | +14% | 0.02% | $27,098,529 |
| FMR LLC | 0.73% | 706,548 | +4695% | 0% | $25,033,004 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
23
Latest
Q2 2026
Rows shown
1-23 of 23
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 58,382,869 | $2,067,595,266 | +$86,618,048 | $35.43 | 367 |
| 2026 Q1 | 56,482,326 | $1,448,456,001 | -$406,044,498 | $25.65 | 335 |
| 2025 Q4 | 64,661,332 | $2,827,346,943 | -$53,601,919 | $43.73 | 391 |
| 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 |