Upstart Holdings, Inc. (UPST) Institutional Ownership

Ownership Summary

According to SEC filings for the period ending September 2025, Upstart Holdings, Inc. (NASDAQ:UPST) is held by 407 institutional firms.

• Upstart Holdings saw its institutional ownership percentage rose to 73.9% in September 2025 from 68.6% in June 2025.
• Institutional share ownership changed by 17.10% QoQ, while the number of institutional owners saw an increase of 17.63% YoY.
• A review of institutional activity for Upstart Holdings shows 187 of 407 filers increasing their positions, while 138 reduced their stake, and 82 remained unchanged.
• The aggregate institutional position in Upstart Holdings now stands at 71.13Mn shares as of September 2025, after investors increased their holdings (up by 10.39Mn shares quarter on quarter which is up 17.10Mn shares year over year).
• With 8.24Mn shares, VANGUARD GROUP INC commands the largest institutional position in Upstart Holdings as of September 30, 2025, equating to 8.56% of the company.
• Among the most significant buyers of Upstart Holdings during September 2025 were Slate Path Capital LP (2.73Mn), JANE STREET GROUP, LLC (2.72Mn), Tidal Investments LLC (1.37Mn), Marex Group plc (1.12Mn), PRICE T ROWE ASSOCIATES INC /MD/ (920.92K).
• Leading sellers of Upstart Holdings stock in September 2025 included BANK OF AMERICA CORP /DE/ (1.01Mn), TWO SIGMA INVESTMENTS, LP (1.01Mn), Altshuler Shaham Ltd (978.35K), D. E. Shaw & Co., Inc. (543.64K), TWO SIGMA ADVISERS, LP (397.10K).
• The top 10 institutional holders of Upstart Holdings for the quarter ending September 2025 included VANGUARD GROUP INC (8.24Mn), BlackRock, Inc. (6.86Mn), Jericho Capital Asset Management L.P. (4.48Mn), JANE STREET GROUP, LLC (4.23Mn), Slate Path Capital LP (2.73Mn), Squarepoint Ops LLC (2.13Mn), STATE STREET CORP (2.05Mn), GEODE CAPITAL MANAGEMENT, LLC (2.04Mn), Tidal Investments LLC (2.00Mn), MORGAN STANLEY (1.65Mn).