Upstart Holdings UPST Institutional Ownership

NASDAQ UPST

$23.75 -0.35 (-1.45%)

As of: Oct 12, 2026 · 3:59 PM EDT

As of the 13F quarter ended Jun 30, 2026, 363 institutions held 59.97% of Upstart Holdings (UPST) shares outstanding. Versus the prior quarter, institutional ownership was up 1.59 percentage points, the holder count rose by 25 and shares held were up 3.16%. The largest holder is BlackRock, Inc. with 7.88Mn shares (8.10% of outstanding).

Updated Oct 11, 2026 Upstart Holdings (UPST) stock price and overview

Institutions by Trading Activity

363 Institutions

Increased 196 54.0%

Unchanged 69 19.0%

Reduced 98 27.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

59.97%

▲+1.59 pp QoQ

Shares Held by Institutions

58.36Mn

of 97.31Mn outstanding

▲+3.16% QoQ

Shares Outstanding

97.31Mn

38.95Mn held outside 13F filers

Institutional Investors

363

filed 13F for Jun 2026

▲+25 vs prior quarter

Net Shares Added (QoQ)

+1.79Mn

accumulated since last quarter

Value of Holdings

$1.41Bn

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

Updated Oct 11, 2026

Upstart Holdings, Inc. (NASDAQ:UPST) had 363 institutional holders reporting a position on Form 13F for the quarter ended June 30, 2026.

These investors held 59.97% of Upstart Holdings' outstanding shares at the end of Q2 2026, up from 58.38% in Q1 2026.
Total shares held in Upstart Holdings rose 3.16% versus Q1 2026, while the number of holders fell 12.95% versus Q2 2025.
Of the 363 holders, 196 added to their positions, 98 reduced their stakes and 69 left their positions unchanged in Q2 2026.
In total, institutional investors held 58.36Mn shares of Upstart Holdings at the end of Q2 2026, up 1.79Mn from the prior quarter and down 1.58Mn from a year earlier.
BlackRock, Inc. was the top holder of Upstart Holdings as of June 30, 2026, with 7.88Mn shares, or 8.10% of shares outstanding.
The largest position increases in UPST for Q2 2026 were by Bank of America Corp (+1.01Mn shares), Goldman Sachs Group Inc (+835.74K shares), FMR LLC (+691.81K shares), UBS Group AG (+621.57K shares) and Susquehanna International Group, LLP (+594.15K shares).
Holders that trimmed the most shares of Upstart Holdings in Q2 2026 while keeping a position were Morgan Stanley (-1.56Mn shares), Marshall Wace, LLP (-909.42K shares), Jane Street Group, LLC (-715.06K shares), Balyasny Asset Management L.P. (-312.66K shares) and Fred Alger Management, LLC (-256.2K shares).
Per Business Quant, the top 10 investors in UPST for the quarter ended June 30, 2026 were BlackRock, Inc. (7.88Mn shares), Vanguard Portfolio Management LLC (3.74Mn shares), Vanguard Capital Management LLC (3.7Mn shares), Morgan Stanley (2.41Mn shares), Goldman Sachs Group Inc (2.4Mn shares), Marshall Wace, LLP (2.37Mn shares), Geode Capital Management, LLC (2.23Mn shares), State Street Corp (2.12Mn shares), Clear Street Group Inc. (1.83Mn shares) and Halter Ferguson Financial Inc. (1.75Mn shares).

Form 13F Holdings

364 Institutional Holders

Report period 30 Jun, 2026

Total shares held 58.36Mn

Of outstanding 59.97%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	7,878,717	8.10%	▲475,638	+6.42%	$279.14Mn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	3,739,758	3.84%	▼3,783	-0.10%	$132.50Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	3,698,553	3.80%	▼53,497	-1.43%	$131.04Mn
4	Morgan Stanley	0000895421	2,414,712	2.48%	▼1,560,347	-39.25%	$85.55Mn
5	Goldman Sachs Group Inc	0000886982	2,395,222	2.46%	▲835,736	+53.59%	$84.86Mn
6	MARSHALL WACE, LLP	0001318757	2,370,690	2.44%	▼909,420	-27.73%	$83.99Mn
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	2,228,631	2.29%	▲104,553	+4.92%	$78.97Mn
8	State Street Corp	0000093751	2,118,467	2.18%	▲65,381	+3.18%	$75.06Mn
9	Clear Street Group Inc.	0001881567	1,829,063	1.88%	▲273,857	+17.61%	$64.80Mn
10	Halter Ferguson Financial Inc.	0001842665	1,748,119	1.80%	▲280,759	+19.13%	$61.94Mn
11	Bank Of America Corp /De/	0000070858	1,512,356	1.55%	▲1,006,378	+198.90%	$53.58Mn
12	UBS Group AG	0001610520	1,503,436	1.55%	▲621,569	+70.48%	$53.27Mn
13	LuminArx Capital Management LP	0001992915	1,500,000	1.54%	▲1,500,000	0.00%	$1.23Mn
14	Citigroup Inc	0000831001	1,135,682	1.17%	▲329,341	+40.84%	$40.24Mn
15	Barclays Plc	0000312069	1,128,975	1.16%	▼143,311	-11.26%	$40.00Mn
16	BAILLIE GIFFORD & CO	0001088875	1,083,157	1.11%	▼25,138	-2.27%	$38.38Mn
17	DIMENSIONAL FUND ADVISORS LP	0000354204	1,059,769	1.09%	▲36,989	+3.62%	$37.55Mn
18	CITADEL ADVISORS LLC	0001423053	955,585	0.98%	▲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	0.91%	▲129,099	+17.08%	$31.36Mn

Showing 1 to 20 of 364 holders