Security key
91680M107
Upstart Holdings, Inc. - Common Stock, par value $0.0001 per share (UPST)
CUSIP: 91680M107
Q2 2023 13F Holders as of 30 Jun 2023
- Security type / class
- Equity / Common Stock, par value $0.0001 per share
- Total 13F shares
- 35,989,602
- Total 13F value
- $1,292,613,006
- Share change
- +6,861,535
- Put/Call ratio
- 148%
- SEC-reported price per share
- $35.81
- Number of holders
- 288
- Value change
- +$270,199,393
- Number of buys
- 143
- Number of sells
- 107
- Shares outstanding
- 96,380,942
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2023
Institutions
288
Top holders
10
UPST full security history
Ownership snapshot
Full 13F holder table
Upstart Holdings, Inc. SEC filings
Upstart Holdings, Inc. company facts
Broader feeds
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
Daniel S. Loeb
Disclosed value leader
Daniel S. Loeb
Comparable rows
0/15
Latest evidence
31 Mar 2023
3/4/5
13F
Highest disclosed value: $273,051,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Daniel S. Loeb has the largest disclosed position value at $273.05M.
0 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 Daniel S. Loeb's linked filing trail.
Disclosed position value
Top 5
Daniel S. Loeb
$273.05M
VANGUARD GROUP INC
$101.94M
BlackRock Finance, Inc.
$51.3M
COATUE MANAGEMENT LLC
$26.45M
BANK OF AMERICA CORP /DE/
$26.08M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Daniel S. Loeb |
3/4/5
Other*, 10%+ Owner
|
—
denominator unverified
|
$273,051,000
8,100,000 shares
|
— | 03 Dec 2021 |
| VANGUARD GROUP INC |
13F
Company
|
—
denominator unverified
|
$101,940,436
6,415,383 shares
|
— | 31 Mar 2023 |
| BlackRock Finance, Inc. |
13F
Company
|
—
denominator unverified
|
$51,299,530
3,228,416 shares
|
— | 31 Mar 2023 |
| COATUE MANAGEMENT LLC |
13F
Company
|
—
denominator unverified
|
$26,454,355
1,664,843 shares
|
— | 31 Mar 2023 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
—
denominator unverified
|
$26,081,290
1,641,365 shares
|
— | 31 Mar 2023 |
| JPMORGAN CHASE & CO |
13F
Company
|
—
denominator unverified
|
$21,522,128
1,354,416 shares
|
— | 31 Mar 2023 |
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 Q2 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
288
Shares
35,989,602
Rows available
288
| 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 Q2 2023 vs Q1 2023 Across Filers
Q1 2023 holders
251
Q2 2023 holders
288
Holder diff
37
| Investor | Q1 2023 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q1 2023 value | Q2 2023 value | Value change | Value Chg % |
|---|