UPST Smart Money
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.
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
🏦 Institutional Activity
Latest: Q2 2026419
Institutions Holding
-22 vs prior
90.5%
Ownership
-3.56%
79
New
120
Increased
142
Reduced
44
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-09-10 | Gu Paul | officer: chief executive officer | P-Purchase | 50,000 | $25.55 | $1.3M | Filing |
| 2026-09-08 | Datta Sanjay | officer: president, capital& enterprise | S-Sale | 116,000 | $27.29 | $3.2M | Filing |
| 2026-08-25 | Mirgorodskaya Natalia | officer: see remarks | S-Sale | 913 | $30.03 | $27K | Filing |
| 2026-08-20 | Datta Sanjay | officer: president, capital& enterprise | S-Sale | 8,945 | $28.09 | $251K | Filing |
| 2026-08-20 | Mirgorodskaya Natalia | officer: see remarks | S-Sale | 586 | $28.09 | $16K | Filing |
| 2026-08-20 | Darling Scott | officer: chief legal officer | S-Sale | 7,696 | $28.09 | $216K | Filing |
| 2026-08-19 | Blankmeyer Andrea | officer: chief financial officer | S-Sale | 3,000 | $29.33 | $88K | Filing |
| 2026-08-19 | Datta Sanjay | officer: president, capital& enterprise | S-Sale | 10,000 | $31.46 | $315K | Filing |
| 2026-08-17 | Darling Scott | officer: chief legal officer | S-Sale | 814 | $29.36 | $24K | Filing |
| 2026-08-17 | Datta Sanjay | officer: president, capital& enterprise | S-Sale | 2,033 | $29.36 | $60K | Filing |
| 2026-08-17 | Blankmeyer Andrea | officer: chief financial officer | S-Sale | 7,175 | $29.36 | $211K | Filing |
| 2026-06-09 | Datta Sanjay | officer: president, capital& enterprise | S-Sale | 15,000 | $30.41 | $456K | Filing |
| 2026-05-29 | Hentges Mary | director | A-Grant/Award | 6,476 | $— | $0 | Filing |
| 2026-05-29 | Terry Hilliard C. III | director | A-Grant/Award | 6,476 | $— | $0 | Filing |
| 2026-05-29 | Wennes Timothy H | director | A-Grant/Award | 6,476 | $— | $0 | Filing |
| 2026-05-29 | Cooper Kerry Whorton | director | A-Grant/Award | 6,476 | $— | $0 | Filing |
| 2026-05-29 | O'Kelly Ciaran | director | A-Grant/Award | 6,476 | $— | $0 | Filing |
| 2026-05-29 | Bernard Peter J | director | A-Grant/Award | 6,476 | $— | $0 | Filing |
| 2026-05-26 | Mirgorodskaya Natalia | officer: see remarks | S-Sale | 974 | $28.99 | $28K | Filing |
| 2026-05-20 | Darling Scott | officer: chief legal officer | S-Sale | 6,634 | $28.78 | $191K | Filing |
| 2026-05-20 | Datta Sanjay | officer: president, capital& enterprise | S-Sale | 7,985 | $28.77 | $230K | Filing |
| 2026-05-20 | Mirgorodskaya Natalia | officer: see remarks | S-Sale | 526 | $28.77 | $15K | Filing |
| 2026-05-15 | Blankmeyer Andrea | officer: chief financial officer | S-Sale | 4,184 | $30.05 | $126K | Filing |
| 2026-05-15 | Datta Sanjay | officer: president, capital& enterprise | S-Sale | 1,011 | $30.03 | $30K | Filing |
| 2026-05-15 | Blankmeyer Andrea | officer: chief financial officer | S-Sale | 2,759 | $28.96 | $80K | Filing |
🏛️ Congressional Trades
6 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2026-09-17 | Tony Wied | House | Sell | $15,001 - $50,000 | Filing |
| 2026-08-14 | Tony Wied | House | Sell | $15,001 - $50,000 | Filing |
| 2026-07-14 | Tony Wied | House | Buy | $15,001 - $50,000 | Filing |
| 2026-06-09 | Tony Wied | House | Sell | $15,001 - $50,000 | Filing |
| 2022-05-16 | Thomas Suozzi | House | Sell | $1,001 - $15,000 | Filing |
| 2022-05-05 | Thomas Suozzi | House | Buy | $15,001 - $50,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,878,717 | $279M | +475,638 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,739,758 | $132M | -3,783 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,698,553 | $131M | -53,497 | 2026-06-30 | Filing |
| MORGAN STANLEY | 2,414,712 | $86M | -1,560,347 | 2026-06-30 | Filing |
| GOLDMAN SACHS GROUP INC | 2,395,222 | $85M | +835,736 | 2026-06-30 | Filing |
| MARSHALL WACE, LLP | 2,370,690 | $84M | -909,420 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 2,228,631 | $79M | +104,553 | 2026-06-30 | Filing |
| STATE STREET CORP | 2,118,467 | $75M | +65,381 | 2026-06-30 | Filing |
| Clear Street Group Inc. | 1,829,063 | $65M | +273,857 | 2026-06-30 | Filing |
| Halter Ferguson Financial Inc. | 1,748,119 | $62M | +280,759 | 2026-06-30 | Filing |
| BANK OF AMERICA CORP /DE | 1,512,356 | $54M | +1,006,378 | 2026-06-30 | Filing |
| UBS Group AG | 1,503,436 | $53M | +621,569 | 2026-06-30 | Filing |
| CITIGROUP INC | 1,135,682 | $40M | +329,341 | 2026-06-30 | Filing |
| BARCLAYS PLC | 1,128,975 | $40M | -143,311 | 2026-06-30 | Filing |
| BAILLIE GIFFORD & CO | 1,083,157 | $38M | -25,138 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 1,059,769 | $38M | +36,989 | 2026-06-30 | Filing |
| CITADEL ADVISORS LLC | 955,585 | $34M | +324,423 | 2026-06-30 | Filing |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 920,253 | $33M | +594,147 | 2026-06-30 | Filing |
| Point72 Asset Management, L.P. | 885,159 | $31M | +129,099 | 2026-06-30 | Filing |
| COATUE MANAGEMENT LLC | 870,947 | $31M | — | 2026-06-30 | Filing |