Upstart Holdings, Inc. (UPST) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

107,492,735Shares Outstanding
64,496,812Shares held by institutions
$2,069,702,697Value of institutional holdings
60.00%Institutional ownership %
18.08%Shares Changed QoQ
378No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Upstart Holdings, Inc. (NASDAQ:UPST) has 378 institutional investors that have filed 13F reports for the period ending December 2025.

332 Institutional Holders

64,496,812 Total Shares Held
Download Data
Owner Name Date Shares Held Change (QoQ) Change (%) Value (USD)
BlackRock, Inc. 31 Mar, 2026 7,403,079 314,319 4.43% $189,888,977.00
Morgan Stanley 31 Mar, 2026 3,975,059 -231,556 -5.50% $101,960,286.00
VANGUARD CAPITAL MANAGEMENT LLC 31 Mar, 2026 3,752,050 3,752,050 0.00% $96,240,083.00
VANGUARD PORTFOLIO MANAGEMENT LLC 31 Mar, 2026 3,743,541 3,743,541 0.00% $96,021,827.00
MARSHALL WACE, LLP 31 Mar, 2026 3,280,110 2,728,942 495.12% $84,134,823.00
GEODE CAPITAL MANAGEMENT, LLC 31 Mar, 2026 2,124,078 55,563 2.69% $54,492,531.00
State Street Corp 31 Mar, 2026 2,053,086 52,033 2.60% $52,661,656.00
Goldman Sachs Group Inc 31 Mar, 2026 1,559,486 -1,745,762 -52.82% $40,000,816.00
Clear Street Group Inc. 31 Mar, 2026 1,555,206 -506,508 -24.57% $39,891,034.00
Halter Ferguson Financial Inc. 31 Mar, 2026 1,467,360 1,052,039 253.31% $37,637,784.00
Barclays Plc 31 Mar, 2026 1,272,286 408,184 47.24% $32,634,137.00
BAILLIE GIFFORD & CO 31 Mar, 2026 1,108,295 349,366 46.03% $28,427,767.00
DIMENSIONAL FUND ADVISORS LP 31 Mar, 2026 1,022,780 744,190 267.13% $26,233,667.00
UBS Group AG 31 Mar, 2026 881,867 239,730 37.33% $22,619,889.00
COATUE MANAGEMENT LLC 31 Mar, 2026 870,947 870,947 0.00% $22,339,791.00
BALYASNY ASSET MANAGEMENT L.P. 31 Mar, 2026 869,416 849,704 4,310.59% $22,300,520.00
CAPITAL FUND MANAGEMENT S.A. 31 Mar, 2026 846,779 175,434 26.13% $21,719,881.00
Citigroup Inc 31 Mar, 2026 806,341 242,696 43.06% $20,682,646.00
Northern Trust Corp 31 Mar, 2026 758,887 14,701 1.98% $19,465,452.00
Point72 Asset Management, L.P. 31 Mar, 2026 756,060 385,881 104.24% $19,392,939.00