Upstart Holdings, Inc. - Common Stock (UPST)

CUSIP: 91680M107

Q2 2025 13F Holders as of 30 Jun 2025

Holder snapshot 7 facts
Share change
+3,614,544
Put/Call ratio
89%
SEC-reported price per share
$64.68
Number of holders
413
Value change
+$285,173,866
Number of buys
222
Show 1 more fact
Number of sells
168
Security identity 1 fact
Shares outstanding
96,380,942

Security key

91680M107

Report period

Q2 2025

Institutions

413

Top holders

10

Ownership snapshot

Top reported holders of UPST - Upstart Holdings, Inc. - Common Stock (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
D. E. SHAW & CO, L.P.
Disclosed value leader
VANGUARD GROUP INC
Comparable rows
15/15
Latest evidence
27 May 2025
13D/G 3/4/5 13F Lead comparable stake: 4.9% 13D/G row: D. E. SHAW & CO, L.P. Showing 1-6 of 15 holder rows.

Quick read

D. E. SHAW & CO, L.P. leads the comparable SEC ownership view at 4.9%.

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.

Comparable ownership Top 5
D. E. SHAW & CO, L.P. 4.9%
Hilliard C. Terry III 0.03%
Mary Hentges 0.03%
Jeff Huber 0.03%
VANGUARD GROUP INC 8.3%

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
D. E. SHAW & CO, L.P.
13D/G
4.9%
$226,227,712
4,599,059 shares
$0 31 Dec 2024
Hilliard C. Terry III
3/4/5
Director
0.03%
$1,522,725
30,956 shares
27 May 2025
Mary Hentges
3/4/5
Director
0.03%
$1,508,804
30,673 shares
27 May 2025
Jeff Huber
3/4/5
Director
0.03%
$1,459,516
29,671 shares
27 May 2025
VANGUARD GROUP INC
13F
Company
13F
8.3%
$368,914,615
8,014,656 shares
31 Mar 2025
BlackRock, Inc.
13F
Company
13F
6.8%
$299,663,033
6,510,168 shares
31 Mar 2025
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 2025

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

Institutions
413
Shares
61,482,886
Rows available
413
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 2025 vs Q1 2025 Across Filers

Q1 2025 holders
379
Q2 2025 holders
413
Holder diff
34
Investor Q1 2025 Shares Q2 2025 Shares Share Diff Share Chg % Q1 2025 value Q2 2025 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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