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

CUSIP: 91680M107

Q3 2022 13F Holders as of 30 Sep 2022

Holder snapshot 7 signals
Share change
-4,982,383
Put/Call ratio
141%
SEC-reported price per share
$20.79
Number of holders
261
Value change
-$170,452,391
Number of buys
124
Open additional details 1 more signal available
Number of sells
165
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
96,380,942

Security key

91680M107

Report period

Q3 2022

Institutions

261

Top holders

10

Ownership snapshot

Top reported holders of UPST - Upstart Holdings, Inc. - Common Stock, par value $0.0001 per share (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
VANGUARD GROUP INC
Disclosed value leader
VANGUARD GROUP INC
Comparable rows
15/15
Latest evidence
30 Jun 2022
13F Lead comparable stake: 6.3% Showing 1-6 of 15 holder rows.

Quick read

VANGUARD GROUP INC leads the comparable SEC ownership view at 6.3%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens VANGUARD GROUP INC's linked filing trail.
Comparable ownership Top 5
VANGUARD GROUP INC 6.3%
MORGAN STANLEY 4.4%
Vulcan Value Partners, LLC 4.1%
BlackRock Finance, Inc. 3.2%
COATUE MANAGEMENT LLC 2.5%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
VANGUARD GROUP INC
13F
Company
13F
6.3%
$191,573,000
6,058,614 shares
30 Jun 2022
MORGAN STANLEY
13F
Company
13F
4.4%
$133,784,000
4,231,009 shares
30 Jun 2022
Vulcan Value Partners, LLC
13F
Company
13F
4.1%
$126,365,000
3,996,381 shares
30 Jun 2022
BlackRock Finance, Inc.
13F
Company
13F
3.2%
$97,194,000
3,073,847 shares
30 Jun 2022
COATUE MANAGEMENT LLC
13F
Company
13F
2.5%
$74,696,000
2,362,290 shares
30 Jun 2022
BANK OF AMERICA CORP /DE/
13F
Company
13F
1.5%
$44,551,000
1,408,945 shares
30 Jun 2022
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q3 2022

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
261
Shares
31,491,904
Rows available
261
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q3 2022 vs Q2 2022 Across Filers

Q2 2022 holders
300
Q3 2022 holders
261
Holder diff
-39
Investor Q2 2022 Shares Q3 2022 Shares Share Diff Share Chg % Q2 2022 value Q3 2022 value Value change Value Chg %
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