Upstart Holdings UPST Institutional Ownership

NASDAQ UPST

$29.08 -1.38 (-4.53%)

At close: Aug 28, 2026 · 4:00 PM EDT

Institutions by Trading Activity

363 Institutions

Increased 198 54.5%

Unchanged 67 18.5%

Reduced 98 27.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

62.77%

▲+4.36 pp QoQ

Shares Held by Institutions

60.62Mn

of 96.57Mn outstanding

▲+11.89% QoQ

Shares Outstanding

96.57Mn

35.95Mn held outside 13F filers

Institutional Investors

363

filed 13F for Jun 2026

▲+25 vs prior quarter

Net Shares Added (QoQ)

+6.44Mn

accumulated since last quarter

Value of Holdings

$1.76Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Upstart Holdings, Inc. (NASDAQ:UPST) has 334 institutional investors that have filed 13F reports for the period ending March 2026.

Their combined ownership stood at 58.4% of outstanding shares in March 2026, down from 69.2% in December 2025.
Their total shares held in UPST increased 18.27% from the prior quarter, while the number of investors in Upstart Holdings decreased 13.92% year over year.
During the quarter, 177 of these 334 funds increased positions in UPST, 97 reduced exposure, and 60 held steady.
Altogether, these fund groups held 56.6Mn shares in UPST by March 2026, up by 8.75Mn shares quarter on quarter, and down 9.89Mn shares year over year.
BlackRock, Inc. holds the largest position in UPST at 7.4Mn shares as of March 31, 2026, or 7.64% of shares outstanding.
The biggest buyers of Upstart Holdings for the quarter ending March 2026 included VANGUARD CAPITAL MANAGEMENT LLC (3.75Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (3.74Mn), MARSHALL WACE, LLP (2.73Mn), Halter Ferguson Financial Inc. (1.05Mn), COATUE MANAGEMENT LLC (870.95K).
The biggest sellers of Upstart Holdings for the quarter ending March 2026 included Bank Of America Corp /De/ (2.03Mn), Goldman Sachs Group Inc (1.75Mn), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. (1.09Mn), Marex Group plc (1.06Mn), SUSQUEHANNA INTERNATIONAL GROUP, LLP (960.98K).
Per Business Quant, the top 10 investors in UPST for the quarter ending March 2026 include BlackRock, Inc. (7.4Mn), Morgan Stanley (3.98Mn), VANGUARD CAPITAL MANAGEMENT LLC (3.75Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (3.74Mn), MARSHALL WACE, LLP (3.28Mn), GEODE CAPITAL MANAGEMENT, LLC (2.12Mn), State Street Corp (2.05Mn), Goldman Sachs Group Inc (1.56Mn), Clear Street Group Inc. (1.56Mn), Halter Ferguson Financial Inc. (1.47Mn).

Form 13F Holdings

363 Institutional Holders

Report period 30 Jun, 2026

Total shares held 60.62Mn

Of outstanding 62.77%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	7,878,717	8.16%	▲475,638	+6.42%	$279.14Mn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	3,739,758	3.87%	▼3,783	-0.10%	$132.50Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	3,698,553	3.83%	▼53,497	-1.43%	$131.04Mn
4	Morgan Stanley	0000895421	2,414,712	2.50%	▼1,560,347	-39.25%	$85.55Mn
5	Goldman Sachs Group Inc	0000886982	2,395,222	2.48%	▲835,736	+53.59%	$84.86Mn
6	MARSHALL WACE, LLP	0001318757	2,370,690	2.45%	▼909,420	-27.73%	$83.99Mn
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	2,228,631	2.31%	▲104,553	+4.92%	$78.97Mn
8	State Street Corp	0000093751	2,118,467	2.19%	▲65,381	+3.18%	$75.06Mn
9	Clear Street Group Inc.	0001881567	1,829,063	1.89%	▲273,857	+17.61%	$64.80Mn
10	Halter Ferguson Financial Inc.	0001842665	1,748,119	1.81%	▲280,759	+19.13%	$61.94Mn
11	Bank Of America Corp /De/	0000070858	1,512,356	1.57%	▲1,006,378	+198.90%	$53.58Mn
12	UBS Group AG	0001610520	1,503,436	1.56%	▲621,569	+70.48%	$53.27Mn
13	LuminArx Capital Management LP	0001992915	1,500,000	1.55%	▲1,500,000	0.00%	$1.23Mn
14	Citigroup Inc	0000831001	1,135,682	1.18%	▲329,341	+40.84%	$40.24Mn
15	Barclays Plc	0000312069	1,128,975	1.17%	▼143,311	-11.26%	$40.00Mn
16	BAILLIE GIFFORD & CO	0001088875	1,083,157	1.12%	▼25,138	-2.27%	$38.38Mn
17	DIMENSIONAL FUND ADVISORS LP	0000354204	1,059,769	1.10%	▲36,989	+3.62%	$37.55Mn
18	CITADEL ADVISORS LLC	0001423053	955,585	0.99%	▲324,423	+51.40%	$33.86Mn
19	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0001446194	920,253	0.95%	▲594,147	+182.19%	$32.60Mn
20	Point72 Asset Management, L.P.	0001603466	885,159	0.92%	▲129,099	+17.08%	$31.36Mn

Showing 1 to 20 of 363 holders