UPST Institutional Ownership
Upstart Holdings, Inc.
1W: +0.2%
1M: +3.0%
3M: -10.9%
YTD: -48.3%
1Y: -55.0%
3Y: -4.0%
5Y: -93.5%
$23.71
+0.71 (+3.09%)
Weekly Expected Move ±7.1%
$20
$22
$24
$25
$27
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $52.3M held by 23 funds → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — UPST
419
Institutional Holders
-22 vs prior quarter
0.0%
Ownership
+0.00pp
$2B
Total Invested
79
New Positions
120
Increased
142
Reduced
44
Closed
0.97
Put/Call Ratio
Ownership Trends
Top Institutional Holders (483 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7,878,717 | $187M | +475,638 | +6.4% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3,739,758 | $89M | -3,783 | -0.1% | 2Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 3,698,553 | $88M | -53,497 | -1.4% | 2Q | SEC ↗ |
| 4 | MORGAN STANLEY | 2,414,712 | $57M | -1,560,347 | -39.3% | 23Q | SEC ↗ |
| 5 | GOLDMAN SACHS GROUP INC | 2,395,222 | $57M | +835,736 | +53.6% | 15Q | SEC ↗ |
| 6 | MARSHALL WACE, LLP | 2,370,690 | $56M | -909,420 | -27.7% | 5Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2,228,631 | $53M | +104,553 | +4.9% | 23Q | SEC ↗ |
| 8 | STATE STREET CORP | 2,118,467 | $50M | +65,381 | +3.2% | 22Q | SEC ↗ |
| 9 | Clear Street Group Inc. | 1,829,063 | $43M | +273,857 | +17.6% | 4Q | SEC ↗ |
| 10 | Halter Ferguson Financial Inc. | 1,748,119 | $41M | +280,759 | +19.1% | 4Q | SEC ↗ |
| 11 | BANK OF AMERICA CORP /DE | 1,512,356 | $36M | +1,006,378 | +198.9% | 15Q | SEC ↗ |
| 12 | UBS Group AG | 1,503,436 | $36M | +621,569 | +70.5% | 23Q | SEC ↗ |
| 13 | CITIGROUP INC | 1,135,682 | $27M | +329,341 | +40.8% | 22Q | SEC ↗ |
| 14 | BARCLAYS PLC | 1,128,975 | $27M | -143,311 | -11.3% | 18Q | SEC ↗ |
| 15 | BAILLIE GIFFORD & CO | 1,083,157 | $26M | -25,138 | -2.3% | 3Q | SEC ↗ |
| 16 | DIMENSIONAL FUND ADVISORS LP | 1,059,769 | $25M | +36,989 | +3.6% | 14Q | SEC ↗ |
| 17 | CITADEL ADVISORS LLC | 955,585 | $23M | +324,423 | +51.4% | 22Q | SEC ↗ |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 920,253 | $22M | +594,147 | +182.2% | 14Q | SEC ↗ |
| 19 | Point72 Asset Management, L.P. | 885,159 | $21M | +129,099 | +17.1% | 3Q | SEC ↗ |
| 20 | COATUE MANAGEMENT LLC | 870,947 | $21M | — | +0.0% | 2Q | SEC ↗ |
| 21 | CAPITAL FUND MANAGEMENT S.A. | 800,994 | $19M | -45,785 | -5.4% | 7Q | SEC ↗ |
| 22 | NORTHERN TRUST CORP | 785,102 | $19M | +26,215 | +3.5% | 22Q | SEC ↗ |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 765,281 | $18M | +109,263 | +16.7% | 15Q | SEC ↗ |
| 24 | Sixth Street Partners Management Compa NEW | 765,281 | $18M | — | +0.0% | 1Q | SEC ↗ |
| 25 | MILLENNIUM MANAGEMENT LLC | 764,847 | $18M | +96,783 | +14.5% | 9Q | SEC ↗ |
| 26 | FMR LLC | 706,548 | $17M | +691,812 | +4694.7% | 22Q | SEC ↗ |
| 27 | VANGUARD FIDUCIARY TRUST CO | 603,257 | $14M | +5,947 | +1.0% | 2Q | SEC ↗ |
| 28 | Balyasny Asset Management L.P. | 556,759 | $13M | -312,657 | -36.0% | 5Q | SEC ↗ |
| 29 | HRT FINANCIAL LP | 458,072 | $11M | +374,625 | +448.9% | 2Q | SEC ↗ |
| 30 | Walleye Capital LLC | 449,131 | $11M | +437,316 | +3701.4% | 4Q | SEC ↗ |
| 31 | FIRST TRUST ADVISORS LP | 379,056 | $9M | +5,601 | +1.5% | 12Q | SEC ↗ |
| 32 | Pathstone Holdings, LLC | 335,278 | $8M | -2,009 | -0.6% | 11Q | SEC ↗ |
| 33 | Squarepoint Ops LLC | 330,114 | $8M | -201,273 | -37.9% | 2Q | SEC ↗ |
| 34 | FRED ALGER MANAGEMENT, LLC | 303,325 | $7M | -256,200 | -45.8% | 23Q | SEC ↗ |
| 35 | Hidden Lake Asset Management LP NEW | 281,614 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 273,245 | $6M | +5,904 | +2.2% | 22Q | SEC ↗ |
| 37 | Nuveen, LLC | 268,547 | $6M | +80,203 | +42.6% | 6Q | SEC ↗ |
| 38 | Alberta Investment Management Corp NEW | 238,800 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 39 | BNP PARIBAS FINANCIAL MARKETS | 236,584 | $6M | +20,061 | +9.3% | 7Q | SEC ↗ |
| 40 | HSBC HOLDINGS PLC | 199,978 | $5M | -88,066 | -30.6% | 21Q | SEC ↗ |
| 41 | IMC-Chicago, LLC | 194,041 | $5M | +139,201 | +253.8% | 4Q | SEC ↗ |
| 42 | Maxi Investments CY Ltd | 193,400 | $5M | — | +0.0% | 3Q | SEC ↗ |
| 43 | WELLS FARGO & COMPANY/MN | 180,219 | $4M | +18,449 | +11.4% | 22Q | SEC ↗ |
| 44 | Swiss National Bank | 166,600 | $4M | -6,600 | -3.8% | 16Q | SEC ↗ |
| 45 | Gator Capital Management, LLC | 161,490 | $4M | +141,490 | +707.4% | 2Q | SEC ↗ |
| 46 | Quantinno Capital Management LP | 149,415 | $4M | +45,555 | +43.9% | 10Q | SEC ↗ |
| 47 | CREDIT AGRICOLE S A | 142,075 | $3M | +44,803 | +46.1% | 4Q | SEC ↗ |
| 48 | LPL Financial LLC | 141,638 | $3M | +40,767 | +40.4% | 22Q | SEC ↗ |
| 49 | UBS AM, a distinct business unit of UB | 138,692 | $3M | -40,292 | -22.5% | 21Q | SEC ↗ |
| 50 | RAYMOND JAMES FINANCIAL INC | 133,840 | $3M | +40,820 | +43.9% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 765,281 | $18M |
| Hidden Lake Asset Management LP | 281,614 | $7M |
| Alberta Investment Management Corp | 238,800 | $6M |
| BLUE JEAN FINANCIAL LLC | 103,049 | $2M |
| NORGES BANK | 93,959 | $2M |
| Edgestream Partners, L.P. | 82,146 | $2M |
| Quadrature Capital Ltd | 76,342 | $2M |
| ExodusPoint Capital Management, LP | 75,579 | $2M |
| Lighthouse Investment Partners, LLC | 69,043 | $2M |
| CenterBook Partners LP | 67,318 | $2M |
| Corient Private Wealth LP | 58,528 | $1M |
| State of New Jersey Common Pension | 37,587 | $891K |
| Jupiter Topco LLC | 36,427 | $864K |
| XTX Topco Ltd | 36,313 | $861K |
| Qsemble Capital Management, LP | 28,317 | $671K |
| Polymer Capital Management (US) LLC | 26,590 | $630K |
| GROUP ONE TRADING LLC | 26,371 | $625K |
| Perigon Wealth Management, LLC | 26,276 | $623K |
| MANGROVE PARTNERS IM, LLC | 22,153 | $525K |
| Brooklyn Investment Group | 20,339 | $482K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Jericho Capital Asset Management L. | 5,011,809 | $119M |
| Azora Capital LP | 882,231 | $21M |
| KADENSA CAPITAL Ltd | 589,871 | $14M |
| WELLINGTON MANAGEMENT GROUP LLP | 489,219 | $12M |
| Nishkama Capital, LLC | 487,060 | $12M |
| Annex Advisory Services, LLC | 421,373 | $10M |
| GC Wealth Management RIA, LLC | 344,646 | $8M |
| D. E. Shaw & Co., Inc. | 267,076 | $6M |
| Carnegie Investment Counsel | 238,163 | $6M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 215,345 | $5M |
| J. Goldman & Co LP | 211,152 | $5M |
| Connor, Clark & Lunn Investment Man | 180,606 | $4M |
| Qube Research & Technologies Ltd | 167,379 | $4M |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 110,688 | $3M |
| Neo Ivy Capital Management | 102,953 | $2M |
| PDT Partners, LLC | 100,041 | $2M |
| NORDEA INVESTMENT MANAGEMENT AB | 83,501 | $2M |
| CONGRESS ASSET MANAGEMENT CO | 76,407 | $2M |
| Polar Asset Management Partners Inc | 74,700 | $2M |
| Verition Fund Management LLC | 69,020 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +1,006,378 | +198.9% | 1,512,356 |
| GOLDMAN SACHS GROUP INC | +835,736 | +53.6% | 2,395,222 |
| FMR LLC | +691,812 | +4694.7% | 706,548 |
| UBS Group AG | +621,569 | +70.5% | 1,503,436 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +594,147 | +182.2% | 920,253 |
| BlackRock, Inc. | +475,638 | +6.4% | 7,878,717 |
| Walleye Capital LLC | +437,316 | +3701.4% | 449,131 |
| HRT FINANCIAL LP | +374,625 | +448.9% | 458,072 |
| CITIGROUP INC | +329,341 | +40.8% | 1,135,682 |
| CITADEL ADVISORS LLC | +324,423 | +51.4% | 955,585 |
| Halter Ferguson Financial Inc. | +280,759 | +19.1% | 1,748,119 |
| Clear Street Group Inc. | +273,857 | +17.6% | 1,829,063 |
| Gator Capital Management, LLC | +141,490 | +707.4% | 161,490 |
| IMC-Chicago, LLC | +139,201 | +253.8% | 194,041 |
| Point72 Asset Management, L.P. | +129,099 | +17.1% | 885,159 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +109,263 | +16.7% | 765,281 |
| GEODE CAPITAL MANAGEMENT, LLC | +104,553 | +4.9% | 2,228,631 |
| MILLENNIUM MANAGEMENT LLC | +96,783 | +14.5% | 764,847 |
| Nuveen, LLC | +80,203 | +42.6% | 268,547 |
| STATE STREET CORP | +65,381 | +3.2% | 2,118,467 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -1,560,347 | -39.3% | 2,414,712 |
| MARSHALL WACE, LLP | -909,420 | -27.7% | 2,370,690 |
| JANE STREET GROUP, LLC | -715,057 | -96.5% | 25,766 |
| Balyasny Asset Management L.P. | -312,657 | -36.0% | 556,759 |
| FRED ALGER MANAGEMENT, LLC | -256,200 | -45.8% | 303,325 |
| Squarepoint Ops LLC | -201,273 | -37.9% | 330,114 |
| SG Americas Securities, LLC | -177,896 | -96.9% | 5,741 |
| PEAK6 LLC | -169,159 | -69.9% | 72,871 |
| Trexquant Investment LP | -146,458 | -64.7% | 79,739 |
| BARCLAYS PLC | -143,311 | -11.3% | 1,128,975 |
| HSBC HOLDINGS PLC | -88,066 | -30.6% | 199,978 |
| Holocene Advisors, LP | -80,381 | -59.6% | 54,553 |
| Quantbot Technologies LP | -73,455 | -69.2% | 32,631 |
| WINTON GROUP Ltd | -57,300 | -75.5% | 18,600 |
| VANGUARD CAPITAL MANAGEMENT LLC | -53,497 | -1.4% | 3,698,553 |
| Marex Group Ltd | -46,094 | -39.6% | 70,214 |
| CAPITAL FUND MANAGEMENT S.A. | -45,785 | -5.4% | 800,994 |
| Engineers Gate Manager LP | -41,294 | -84.8% | 7,420 |
| UBS AM, a distinct business unit of | -40,292 | -22.5% | 138,692 |
| ALGERT GLOBAL LLC | -39,760 | -48.6% | 42,040 |