UPST's three largest insider shareholders as of June 02, 2026 are Daniel S Loeb (TenPercentOwner, 17.40Mn shares), Dave Girouard (Chief Executive Officer, 9.12Mn shares), Paul Gu (Chief Technology Offier, 1.15Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Daniel S Loeb | - | 0 | 17,400,000 | 03 Dec, 2021 |
| Jeff Huber | - | 29,671 | 0 | 29 May, 2025 |
| Cassidy Sukhinder Singh | - | 8,278 | 0 | 03 Dec, 2024 |
| Hilliard C. Iii Terry | - | 30,956 | 0 | 29 May, 2025 |
| Scott Darling | Chief Legal Officer | 104,150 | 0 | 03 Mar, 2026 |
| Kerry Whorton Cooper | - | 0 | 25,393 | 16 Jan, 2026 |
| Mary Hentges | - | 30,673 | 0 | 29 May, 2025 |
| Dave Girouard | Chief Executive Officer | 0 | 9,116,570 | 03 Dec, 2021 |
| Sanjay Datta | Chief Financial Officer | 338,358 | 0 | 03 Mar, 2026 |
| Anna M. Counselman | Svp, People And Operations | 19,143 | 0 | 23 Feb, 2022 |
| Paul Gu | Chief Technology Offier | 1,147,156 | 0 | 04 Sep, 2025 |
| Alison Nicoll | General Counsel And Secretary | 412,983 | 0 | 28 Jun, 2022 |
| Ciaran O'Kelly | - | 33,008 | 0 | 16 Jan, 2026 |
| Natalia Mirgorodskaya | Corporate Controller | 34,274 | 0 | 03 Mar, 2026 |
| Peter J Bernard | - | 4,916 | 0 | 16 Jan, 2026 |
| Andrea Blankmeyer | Chief Financial Officer | 169,427 | 0 | 02 Apr, 2026 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 31 Mar, 2026 | Andrea Blankmeyer | Common Stock | A | 169,427 | $0.00 | 169,427 | D | A |
| 31 Mar, 2026 | Andrea Blankmeyer | Performance-based Restricted Stock Unit | A | 148,006 | $0.00 | 148,006 | D | A |
| 28 Feb, 2026 | Scott Darling | Common Stock | A | 24,668 | $0.00 | 104,150 | D | A |
| 28 Feb, 2026 | Natalia Mirgorodskaya | Common Stock | A | 9,375 | $0.00 | 34,664 | D | A |
| 28 Feb, 2026 | Sanjay Datta | Common Stock | A | 61,670 | $0.00 | 338,358 | D | A |
| 02 Mar, 2026 | Natalia Mirgorodskaya | Common Stock | D | 390 | $26.02 | 34,274 | D | S |
| 28 Feb, 2026 | Sanjay Datta | Performance-based Restricted Stock Unit | A | 185,008 | $0.00 | 185,008 | D | A |
| 28 Feb, 2026 | Natalia Mirgorodskaya | Employee Stock Option (Right to buy) | A | 5,938 | $0.00 | 5,938 | D | A |
| 28 Feb, 2026 | Scott Darling | Performance-based Restricted Stock Unit | A | 74,003 | $0.00 | 74,003 | D | A |
| 28 Feb, 2026 | Paul Gu | Performance-based Restricted Stock Unit | A | 912,702 | $0.00 | 912,702 | D | A |
| 25 Feb, 2026 | Natalia Mirgorodskaya | Common Stock | D | 866 | $28.79 | 25,289 | D | S |
| 20 Feb, 2026 | Natalia Mirgorodskaya | Common Stock | D | 633 | $29.90 | 26,155 | D | S |
| 20 Feb, 2026 | Scott Darling | Common Stock | D | 6,478 | $29.85 | 86,120 | D | S |
| 20 Feb, 2026 | Sanjay Datta | Common Stock | D | 7,982 | $29.86 | 276,688 | D | S |
| 20 Feb, 2026 | Scott Darling | Common Stock | D | 6,638 | - | 79,482 | D | J |
| 20 Feb, 2026 | Scott Darling | Common Stock | A | 6,638 | - | 32,027 | I | J |
| 20 Feb, 2026 | Scott Darling | Common Stock | D | 390 | $30.25 | 31,637 | I | S |
| 22 Jan, 2026 | Scott Darling | Common Stock | A | 7,564 | $13.22 | 24,999 | I | M |
| 22 Jan, 2026 | Scott Darling | Employee Stock Option (Right to buy) | D | 7,564 | $0.00 | 186,963 | D | M |
| 12 Jan, 2026 | Ciaran O'Kelly | Common Stock | A | 1,168 | $0.00 | 33,008 | D | A |