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Upstart Holdings, Inc. (UPST) institutional ownership

Latest close $27.44 Jul 31, 2026
Market cap$4.3B 52-week range SectorFinancial Services
Funds holding · Q1 2026
364
reported UPST position changes
Top owners · Q2 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Net sold $270M
169 buyers · 195 sellers

Upstart Holdings, Inc. (UPST) price and institutional activity

Dates

Q1 2026

$448M bought by 169 investors
Marshall Wace, LLP$96MHalter Ferguson Financial Inc.$37M +167 more
$718M sold by 195 investors
Jericho Capital Asset Management L.P.-$176MBank of America Corp-$72M +193 more
Bought Sold Totals per quarter; hover a bar for the names.

Upstart Holdings, Inc. (UPST) institutional activity · 169

Investor Type Est. change Change Δ Own Date
Marshall Wace, LLP · Added +$96M
Change +2.7M Date Q1 2026
Marshall Wace, LLP Added· Q1 2026 +$96M +2.7M Q1 2026
Halter Ferguson Financial Inc. · Added +$37M
Change +1.1M Date Q1 2026
Halter Ferguson Financial Inc. Added· Q1 2026 +$37M +1.1M Q1 2026
Coatue Management LLC New· Q1 2026 +$31M +871K Q1 2026
Balyasny Asset Management L.P. · Added +$30M
Change +850K Date Q1 2026
Balyasny Asset Management L.P. Added· Q1 2026 +$30M +850K Q1 2026
Dimensional · Added +$26M
Change +744K Date Q1 2026
Dimensional Added· Q1 2026 +$26M +744K Q1 2026
Jane Street Group, LLC · Added +$19M
Change +552K Date Q1 2026
Jane Street Group, LLC Added· Q1 2026 +$19M +552K Q1 2026
Squarepoint Ops LLC · New +$19M
Change +531K Date Q1 2026
Squarepoint Ops LLC New· Q1 2026 +$19M +531K Q1 2026
Millennium Management LLC · Added +$16M
Change +449K Date Q1 2026
Millennium Management LLC Added· Q1 2026 +$16M +449K Q1 2026
Barclays PLC · Added +$14M
Change +408K Date Q1 2026
Barclays PLC Added· Q1 2026 +$14M +408K Q1 2026
Point72 Asset Management, L.P. · Added +$14M
Change +386K Δ Own +104.2% Date Q1 2026
Point72 Asset Management, L.P. Added· Q1 2026 +$14M +386K +104.2% Q1 2026
Baillie Gifford & Co · Added +$12M
Change +349K Date Q1 2026
Baillie Gifford & Co Added· Q1 2026 +$12M +349K Q1 2026
BlackRock · Added +$11M
Change +314K Date Q1 2026
BlackRock Added· Q1 2026 +$11M +314K Q1 2026
Citigroup Inc · Added +$8.5M
Change +243K Date Q1 2026
Citigroup Inc Added· Q1 2026 +$8.5M +243K Q1 2026
UBS Group AG · Added +$8.4M
Change +240K Date Q1 2026
UBS Group AG Added· Q1 2026 +$8.4M +240K Q1 2026
Trexquant Investment LP · New +$8.0M
Change +226K Date Q1 2026
Trexquant Investment LP New· Q1 2026 +$8.0M +226K Q1 2026
Data through Q1 2026 · filed Jun 3, 2026
15 of 169

Famous investor activity in Upstart Holdings, Inc. (UPST)

Upstart Holdings, Inc. (UPST) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Datta Sanjay · Officer Sell −$456K
Price $30.41 Qty −15K Owned 314K Trade date Jun 9, 2026 Filed date Jun 11, 2026
Datta Sanjay Officer Sell $30.41 −15K −$456K 314K Jun 9, 2026 Jun 11, 2026
Wennes Timothy H. · Director Grant (A) 6K
Owned 6K Trade date May 29, 2026 Filed date Jun 2, 2026
Wennes Timothy H. Director Grant (A) 6K 6K May 29, 2026 Jun 2, 2026
Terry Hilliard C. III · Director Grant (A) 6K
Owned 37K Trade date May 29, 2026 Filed date Jun 2, 2026
Terry Hilliard C. III Director Grant (A) 6K 37K May 29, 2026 Jun 2, 2026
Hentges Mary · Director Grant (A) 6K
Owned 37K Trade date May 29, 2026 Filed date Jun 2, 2026
Hentges Mary Director Grant (A) 6K 37K May 29, 2026 Jun 2, 2026
Bernard Peter J. · Director Grant (A) 6K
Owned 11K Trade date May 29, 2026 Filed date Jun 2, 2026
Bernard Peter J. Director Grant (A) 6K 11K May 29, 2026 Jun 2, 2026
Cooper Kerry Whorton · Director Grant (A) 6K
Owned 6K Trade date May 29, 2026 Filed date Jun 2, 2026
Cooper Kerry Whorton Director Grant (A) 6K 6K May 29, 2026 Jun 2, 2026
O'Kelly Ciaran · Director Grant (A) 6K
Owned 39K Trade date May 29, 2026 Filed date Jun 2, 2026
O'Kelly Ciaran Director Grant (A) 6K 39K May 29, 2026 Jun 2, 2026
Mirgorodskaya Natalia · Officer Sell −$28K
Price $28.99 Qty −974 Owned 37K Trade date May 26, 2026 Filed date May 27, 2026
Mirgorodskaya Natalia Officer Sell $28.99 −974 −$28K 37K May 26, 2026 May 27, 2026
Darling Scott · Officer Sell −$191K
Price $28.78 Qty −7K Owned 89K Trade date May 20, 2026 Filed date May 22, 2026
Darling Scott Officer Sell $28.78 −7K −$191K 89K May 20, 2026 May 22, 2026
Datta Sanjay · Officer Sell −$230K
Price $28.77 Qty −8K Owned 329K Trade date May 20, 2026 Filed date May 22, 2026
Datta Sanjay Officer Sell $28.77 −8K −$230K 329K May 20, 2026 May 22, 2026
Mirgorodskaya Natalia · Officer Sell −$15K
Price $28.77 Qty −526 Owned 38K Trade date May 20, 2026 Filed date May 22, 2026
Mirgorodskaya Natalia Officer Sell $28.77 −526 −$15K 38K May 20, 2026 May 22, 2026
Mirgorodskaya Natalia · Officer 2 operations 0
Price $1.35 Owned 0 Trade date May 15, 2026 Filed date May 18, 2026
Mirgorodskaya Natalia Officer 2 operations $1.35 0 0 May 15, 2026 May 18, 2026
Blankmeyer Andrea · CFO 3 operations −$209K
Price $28.96–$30.54 Qty −7K Owned 162K Trade date May 15, 2026 Filed date May 18, 2026
Blankmeyer Andrea CFO 3 operations $28.96–$30.54 −7K −$209K 162K May 15, 2026 May 18, 2026
Darling Scott · Officer 2 operations −$21K
Price $28.84–$29.99 Qty −727 Owned 103K Trade date May 15, 2026 Filed date May 18, 2026
Darling Scott Officer 2 operations $28.84–$29.99 −727 −$21K 103K May 15, 2026 May 18, 2026
Datta Sanjay · Officer 2 operations −$54K
Price $28.96–$30.03 Qty −2K Owned 337K Trade date May 15, 2026 Filed date May 18, 2026
Datta Sanjay Officer 2 operations $28.96–$30.03 −2K −$54K 337K May 15, 2026 May 18, 2026
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Upstart Holdings, Inc. (UPST) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Girouard Dave 12.5M
% of shares outstanding 15.0% Filing date Feb 13, 2023
Girouard Dave 12.5M 15.0% Feb 13, 2023
Upstart Holdings, Inc. 12.8M
% of shares outstanding 14.7% Filing date Feb 9, 2024
Upstart Holdings, Inc. 12.8M 14.7% Feb 9, 2024
Vanguard Group Inc 7.0M
% of shares outstanding 8.2% Filing date Feb 13, 2024
Vanguard Group Inc 7.0M 8.2% Feb 13, 2024
BlackRock Inc. 5.5M
% of shares outstanding 6.5% Filing date Jan 29, 2024
BlackRock Inc. 5.5M 6.5% Jan 29, 2024
Jericho Capital Asset Management L.P. 0
% of shares outstanding 0.0% Filing date Jul 13, 2026
Jericho Capital Asset Management L.P. 0 0.0% Jul 13, 2026
Vulcan Value Partners, LLC
% of shares outstanding 0.0% Filing date Feb 14, 2023
Vulcan Value Partners, LLC 0.0% Feb 14, 2023
Vk Services, LLC 785K
% of shares outstanding 0.0% Filing date Feb 14, 2022
Vk Services, LLC 785K 0.0% Feb 14, 2022
Third Point LLC
% of shares outstanding 0.0% Filing date Feb 14, 2022
Third Point LLC 0.0% Feb 14, 2022
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Upstart Holdings, Inc. (UPST) ownership FAQ

Who owns UPST?

364 reporting institutions disclosed UPST position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.