Upstart Holdings, Inc. (UPST) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

109,623,529Shares Outstanding

529,966Shares held by institutions

$16,943,013Value of institutional holdings

62.00%Institutional ownership %

14.88%Shares Changed QoQ

362No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 362 institutional investors hold a position in Upstart Holdings, Inc. (NASDAQ:UPST).

Upstart Holdings saw its institutional ownership percentage rose to 62.0% in December 2025 from 50.8% in September 2025.
In percentage terms, this reflects as a holdings change of 14.88% quarter on quarter, and a decrease of 7.65% year over year.
Among the 362 institutional holders of Upstart Holdings, 181 added to their stakes while 123 trimmed their positions and 58 held steady.
Collectively, institutional investors increased their stake in Upstart Holdings to 67.97Mn shares as of December 2025, a change that is up by 8.80Mn shares quarter on quarter and down 3.17Mn shares year over year.
VANGUARD GROUP INC continues to be the largest institutional holder of Upstart Holdings as of December 31, 2025, with a position of 8.07Mn shares, representing 7.36% of the company's outstanding stock.
Among the most significant buyers of Upstart Holdings during December 2025 were MORGAN STANLEY (2.55Mn), BANK OF AMERICA CORP /DE/ (2.29Mn), Clear Street Group Inc. (1.49Mn), NORGES BANK (1.14Mn), Azora Capital LP (882.23K).
Leading sellers of Upstart Holdings stock in December 2025 included JANE STREET GROUP, LLC (1.90Mn), Squarepoint Ops LLC (1.84Mn), WELLS FARGO & COMPANY/MN (636.08K), VOLORIDGE INVESTMENT MANAGEMENT, LLC (622.42K), Qube Research & Technologies Ltd (544.27K).
The top 10 institutional holders of Upstart Holdings for the quarter ending December 2025 included 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), JANE STREET GROUP, LLC (2.33Mn), GEODE CAPITAL MANAGEMENT, LLC (2.07Mn), Clear Street Group Inc. (2.06Mn), STATE STREET CORP (2.00Mn), GOLDMAN SACHS GROUP INC (1.68Mn).

362 Institutional Holders

529,966 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	8,073,659	-167,065	-2.03%	$353,061,109.00
BlackRock, Inc.	31 Dec, 2025	7,088,760	232,722	3.39%	$309,991,474.00
Jericho Capital Asset Management L.P.	31 Dec, 2025	5,011,809	531,000	11.85%	$219,166,408.00
MORGAN STANLEY	31 Dec, 2025	4,206,615	2,554,591	154.63%	$183,955,303.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	2,538,426	2,293,367	935.84%	$111,005,370.00
JANE STREET GROUP, LLC	31 Dec, 2025	2,327,784	-1,897,713	-44.91%	$101,793,994.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	2,068,515	26,734	1.31%	$90,469,479.00
Clear Street Group Inc.	31 Dec, 2025	2,061,714	1,490,502	260.94%	$90,158,753.00
STATE STREET CORP	31 Dec, 2025	2,001,053	-50,299	-2.45%	$87,506,048.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	1,677,624	62,976	3.90%	$73,362,498.00
SUSQUEHANNA INTERNATIONAL GROUP, LLP	31 Dec, 2025	1,287,089	324,209	33.67%	$56,284,402.00
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	31 Dec, 2025	1,208,201	29,524	2.50%	$52,835,745.00
Marex Group plc	31 Dec, 2025	1,178,997	-125,486	-9.62%	$51,557,539.00
NORGES BANK	31 Dec, 2025	1,141,425	1,141,425	0.00%	$49,914,515.00
CITADEL ADVISORS LLC	31 Dec, 2025	1,105,759	809,601	273.37%	$48,354,841.00
SG Americas Securities, LLC	31 Dec, 2025	1,085,851	878,429	423.50%	$47,484.00
FRED ALGER MANAGEMENT, LLC	31 Dec, 2025	1,006,130	-121,438	-10.77%	$43,998,066.00
Azora Capital LP	31 Dec, 2025	882,231	882,231	0.00%	$38,579,962.00
BARCLAYS PLC	31 Dec, 2025	864,102	144,692	20.11%	$37,787,182.00
Connor, Clark & Lunn Investment Management Ltd.	31 Dec, 2025	850,839	-121,017	-12.45%	$37,207,189.00

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