UPST institutional holders

UPSTART HLDGS INC COM · 13F, 2026Q2

Managers holding368
Shares held58,391,466
Reported value$2.1bn
Quarter flows77 new, 122 added, 99 trimmed, 49 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BlackRock, Inc.7,878,717$279.1m0.0%
VANGUARD PORTFOLIO MANAGEMENT LLC3,739,758$132.5m0.0%
VANGUARD CAPITAL MANAGEMENT LLC3,698,553$131.0m0.0%
MORGAN STANLEY2,414,712$85.6m0.0%
GOLDMAN SACHS GROUP INC2,395,222$84.9m0.0%
MARSHALL WACE, LLP2,370,690$84.0m0.1%
GEODE CAPITAL MANAGEMENT, LLC2,228,631$79.0m0.0%
STATE STREET CORP2,118,467$75.1m0.0%
Clear Street Group Inc.1,829,063$64.8m0.2%
Halter Ferguson Financial Inc.1,748,119$61.9m10.0%
BANK OF AMERICA CORP /DE/1,512,356$53.6m0.0%
UBS Group AG1,503,436$53.3m0.0%
CITIGROUP INC1,135,682$40.2m0.0%
BARCLAYS PLC1,128,975$40.0m0.0%
BAILLIE GIFFORD & CO1,083,157$38.4m0.0%
DIMENSIONAL FUND ADVISORS LP1,059,769$37.5m0.0%
CITADEL ADVISORS LLC955,585$33.9m0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP920,253$32.6m0.0%
Point72 Asset Management, L.P.885,159$31.4m0.0%
COATUE MANAGEMENT LLC870,947$30.9m0.1%
CAPITAL FUND MANAGEMENT S.A.800,994$28.4m0.1%
NORTHERN TRUST CORP785,102$27.8m0.0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC765,281$27.1m0.0%
MILLENNIUM MANAGEMENT LLC764,847$27.1m0.0%
FMR LLC706,548$25.0m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("UPST"). UPST price history · All 13F data

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