Upstart Holdings, Inc. (UPST) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

107,492,735Shares Outstanding
56,602,241Shares held by institutions
$1,683,350,647Value of institutional holdings
52.66%Institutional ownership %
18.27%Shares Changed QoQ
334No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Upstart Holdings, Inc. (NASDAQ:UPST) appears in 378 institutional 13F filings for the quarter ending December 2025.

332 Institutional Holders

56,602,241 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