UPST's three largest insider shareholders as of April 22, 2026 are Daniel S Loeb (TenPercentOwner, 9.30Mn shares), Dave Girouard (Chief Executive Officer, 9.12Mn shares), Daniel S Loeb (TenPercentOwner, 8.10Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Daniel S Loeb | - | 0 | 9,300,000 | 26 Nov, 2021 |
| Dave Girouard | Chief Executive Officer | 0 | 9,116,570 | 03 Dec, 2021 |
| Daniel S Loeb | - | 0 | 8,100,000 | 03 Dec, 2021 |
| Paul Gu | Chief Technology Offier | 1,147,156 | 0 | 04 Sep, 2025 |
| Dave Girouard | Chief Executive Officer | 0 | 546,501 | 04 May, 2022 |
| Alison Nicoll | General Counsel And Secretary | 412,983 | 0 | 28 Jun, 2022 |
| Sanjay Datta | Chief Financial Officer | 338,358 | 0 | 03 Mar, 2026 |
| Andrea Blankmeyer | Chief Financial Officer | 169,427 | 0 | 02 Apr, 2026 |
| Scott Darling | Chief Legal Officer | 104,150 | 0 | 03 Mar, 2026 |
| Paul Gu | Chief Technology Offier | 0 | 100,000 | 11 Nov, 2025 |
| Dave Girouard | Chief Executive Officer | 52,614 | 0 | 17 Sep, 2025 |
| Natalia Mirgorodskaya | Corporate Controller | 34,274 | 0 | 03 Mar, 2026 |
| Ciaran O'Kelly | - | 33,008 | 0 | 16 Jan, 2026 |
| Scott Darling | Chief Legal Officer | 0 | 31,637 | 24 Feb, 2026 |
| Hilliard C. Iii Terry | - | 30,956 | 0 | 29 May, 2025 |
| Mary Hentges | - | 30,673 | 0 | 29 May, 2025 |
| Jeff Huber | - | 29,671 | 0 | 29 May, 2025 |
| Kerry Whorton Cooper | - | 0 | 25,393 | 16 Jan, 2026 |
| Anna M. Counselman | Svp, People And Operations | 19,143 | 0 | 23 Feb, 2022 |
| Cassidy Sukhinder Singh | - | 8,278 | 0 | 03 Dec, 2024 |
| Peter J Bernard | - | 4,916 | 0 | 16 Jan, 2026 |
| Kerry Whorton Cooper | - | 4,314 | 0 | 29 May, 2025 |
* 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 | Sanjay Datta | Common Stock | A | 61,670 | $0.00 | 338,358 | D | A |
| 28 Feb, 2026 | Natalia Mirgorodskaya | Common Stock | A | 9,375 | $0.00 | 34,664 | D | A |
| 28 Feb, 2026 | Sanjay Datta | Performance-based Restricted Stock Unit | A | 185,008 | $0.00 | 185,008 | D | A |
| 02 Mar, 2026 | Natalia Mirgorodskaya | Common Stock | D | 390 | $26.02 | 34,274 | D | S |
| 28 Feb, 2026 | Scott Darling | Performance-based Restricted Stock Unit | A | 74,003 | $0.00 | 74,003 | 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 | 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 | Peter J Bernard | Common Stock | A | 834 | $0.00 | 4,916 | D | A |