Upstart Holdings, Inc. (UPST) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

1,107,132Shares held by institutions

$26,803,666Value of institutional holdings

60.51%Institutional ownership %

5.06%Shares Changed QoQ

418No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Upstart Holdings, Inc. (NASDAQ:UPST) has 378 institutional investors with active 13F positions as of December 2025.

Collectively, these holders controlled 60.0% of Upstart Holdings's outstanding shares in December 2025, down from 60.3% in September 2025.
They increased total shares held in Upstart Holdings by 18.08% from last quarter, and the number of investors in UPST decreased 2.58% annually.
During the quarter, 186 of these 378 funds increased positions in UPST, 135 reduced exposure, and 57 held steady.
Institutional investors collectively held 64.5Mn shares in Upstart Holdings as of December 2025, up by 9.87Mn shares quarter on quarter, and up 2.8Mn shares year over year.
As of December 31, 2025, VANGUARD GROUP INC held the largest stake in Upstart Holdings with 8.07Mn shares, accounting for 7.51% of total shares outstanding.
Leading buyers of Upstart Holdings shares for the quarter ending December 2025 were Morgan Stanley (2.55Mn), Bank Of America Corp /De/ (2.05Mn), Clear Street Group Inc. (1.49Mn), NORGES BANK (1.14Mn), Azora Capital LP (882.23K).
Top sellers of UPST stock for the quarter ending December 2025 included JANE STREET GROUP, LLC (786.21K), Jpmorgan Chase & Co (692.84K), Wells Fargo & Company/Mn (636.08K), VOLORIDGE INVESTMENT MANAGEMENT, LLC (622.43K), Invesco Ltd. (513.9K).
Per Business Quant data, the top 10 holders of Upstart Holdings for the quarter ending December 2025 are VANGUARD GROUP INC (8.07Mn), BlackRock, Inc. (7.09Mn), Jericho Capital Asset Management L.P. (5.01Mn), Morgan Stanley (4.21Mn), Bank Of America Corp /De/ (2.54Mn), GEODE CAPITAL MANAGEMENT, LLC (2.07Mn), Clear Street Group Inc. (2.06Mn), State Street Corp (2.0Mn), Goldman Sachs Group Inc (1.65Mn), SUSQUEHANNA INTERNATIONAL GROUP, LLP (1.29Mn).

380 Institutional Holders

1,107,132 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	232,722	3.39%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	-167,065	-2.03%	$0.00
Clear Street Group Inc.	31 Dec, 2025	1,490,502	260.94%	$0.00
Barclays Plc	31 Dec, 2025	-1,065,031	-55.21%	$0.00
Jericho Capital Asset Management L.P.	31 Dec, 2025	531,000	11.85%	$0.00
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	31 Dec, 2025	29,524	2.50%	$0.00
HSBC HOLDINGS PLC	31 Dec, 2025	191,760	83.91%	$0.00
Morgan Stanley	31 Dec, 2025	2,554,591	154.63%	$0.00
Marex Group plc	31 Dec, 2025	-125,486	-9.62%	$0.00
PEAK6 LLC	31 Dec, 2025	163,083	1,342.14%	$0.00
Bank Of America Corp /De/	31 Dec, 2025	2,048,308	417.92%	$0.00
Azora Capital LP	31 Dec, 2025	882,231	0.00%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	16,239	88.29%	$0.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	26,734	1.31%	$0.00
UBS Group AG	31 Dec, 2025	-183,211	-22.20%	$0.00
World Investment Advisors	31 Dec, 2025	9,926	0.00%	$0.00
State Street Corp	31 Dec, 2025	-50,299	-2.45%	$0.00
KADENSA CAPITAL Ltd	31 Dec, 2025	65,836	14.46%	$0.00
Osbon Capital Management LLC	31 Dec, 2025	1,129	0.00%	$0.00
Goldman Sachs Group Inc	31 Dec, 2025	62,976	3.96%	$0.00

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