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Disclosery

UPST UPSTART HLDGS INC

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STOK (common), issuer CIK 1647639

357 managers (369 13F filers) reported a position in UPST shares at 2026-06-30, 58,375,969 shares in all. 69 filers opened a position and 43 filers sold out during the quarter.

Managers
357
13F filers
369
New
69
Added
121
Reduced
100
Sold out
43
Shares held by filers
58,375,969

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
VANGUARD GROUP INCgroup of 8 filers holding8,199,006$290M-45,062Timeline
BlackRock, Inc.in group BlackRock, Inc.7,878,717$279M<0.01%+475,63813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,414,712$85.6M<0.01%-1,560,34713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,395,222$84.9M0.01%+835,73613F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP2,370,690$84M0.07%-909,42013F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC2,228,631$79M<0.01%+104,55313F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP2,118,467$75.1M<0.01%+65,38113F-HR/ATimelineGroup
Clear Street Group Inc.in group Clear Street Group Inc.1,829,063$64.8M0.21%+273,85713F-HRTimelineGroup
Halter Ferguson Financial Inc.1,748,119$61.9M10.08%+280,75913F-HRTimeline
UBS Group AGgroup of 2 filers holding1,642,128$58.2M+581,277Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,512,356$53.6M<0.01%+1,006,37813F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1,135,682$40.2M0.02%+329,34113F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC1,128,975$40M0.01%-143,31113F-HRTimelineGroup
BAILLIE GIFFORD & COin group BAILLIE GIFFORD & CO1,083,157$38.4M0.03%-25,13813F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,059,769$37.5M0.01%+36,98913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC955,585$33.9M0.02%+324,42313F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…920,253$32.6M0.03%+594,14713F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.885,159$31.4M0.05%+129,09913F-HRTimelineGroup
COATUE MANAGEMENT LLCin group COATUE MANAGEMENT LLC870,947$30.9M0.06%013F-HRTimelineGroup
CAPITAL FUND MANAGEMENT S.A.800,994$28.4M0.2%-45,78513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP785,102$27.8M<0.01%+26,21513F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co765,281$27.1M<0.01%+109,26313F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC764,847$27.1M0.02%+96,78313F-HRTimelineGroup
FMR LLCin group FMR LLC706,548$25M<0.01%+691,81213F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management556,759$19.7M0.04%-312,65713F-HRTimelineGroup
Walleye Capital LLCgroup of 2 filers holding551,057$19.5M+498,004Timeline
HRT FINANCIAL LP458,072$16.2M0.03%+374,62513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP379,056$13.4M0.01%+5,60113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC335,278$11.9M0.03%-2,00913F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC330,114$11.7M0.02%-201,27313F-HRTimelineGroup
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC303,325$10.7M0.04%-256,20013F-HRTimelineGroup
Hidden Lake Asset Management LP281,614$9.98M6.8%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp273,245$9.68M<0.01%+5,90413F-HRTimelineGroup
Nuveen, LLCin group TIAA268,547$9.51M<0.01%+80,20313F-HRTimelineGroup
Alberta Investment Management Corp238,800$8.46M0.05%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS236,584$8.38M<0.01%+20,06113F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC199,978$7.19M<0.01%-88,06613F-HRTimelineGroup
IMC-Chicago, LLC194,041$6.87M0.06%+139,20113F-HRTimeline
Maxi Investments CY Ltd193,400$6.85M1.39%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN180,219$6.39M<0.01%+18,44913F-HRTimelineGroup
Swiss National Bank166,600$5.9M<0.01%-6,60013F-HRTimeline
Gator Capital Management, LLC161,490$5.72M1.23%+141,49013F-HRTimeline
Quantinno Capital Management LP149,415$5.29M0.01%+45,55513F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A142,075$5.03M0.01%+44,80313F-HRTimelineGroup
LPL Financial LLC141,638$5.02M<0.01%+40,76713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC133,840$4.74M<0.01%+40,82013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO121,448$4.39M<0.01%-30,61413F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding120,393$4.26M+5,132Timeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA119,894$4.25M0.01%-30,58113F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/118,603$4.2M<0.01%+20,99913F-HRTimeline
Schonfeld Strategic Advisors LLC114,975$4.07M0.02%+47,45013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.114,816$4.07M<0.01%+7,52613F-HRTimelineGroup
Headlands Technologies LLC113,300$4.01M0.43%+33,79913F-HRTimeline
RHUMBLINE ADVISERS110,510$3.92M<0.01%+2,44513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC110,446$3.91M<0.01%+23,77713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC106,965$3.79M0.01%+43,53013F-HRTimeline
BLUE JEAN FINANCIAL LLC103,049$3.65M2.54%new13F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …95,836$3.4M<0.01%-9,55713F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\95,554$3.39M<0.01%+14,56713F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…95,138$3.37M<0.01%-5,55513F-HR/ATimeline
NORGES BANK93,959$3.33M<0.01%new13F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.92,280$3.27M0.02%-17,02013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/88,698$3.14M<0.01%+7,21013F-HRTimelineGroup
Creative Planningin group Creative Planning88,554$3.14M<0.01%+34,64013F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich85,480$3.03M0.01%+1,53913F-HRTimeline
Edgestream Partners, L.P.82,146$2.91M0.09%new13F-HRTimeline
Odyssean, LLC80,393$2.85M0.46%+44,51013F-HRTimeline
Trexquant Investment LP79,739$2.83M0.02%-146,45813F-HRTimeline
Private Advisor Group, LLC77,236$2.74M0.01%+9,18213F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…76,908$2.72M0.04%+7,56613F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd76,342$2.7M0.02%new13F-HRTimelineGroup
ExodusPoint Capital Management, LP75,579$2.68M0.02%new13F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …74,260$2.63M<0.01%+3,46313F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.73,206$2.59M0.02%+37,06313F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc73,072$2.59M<0.01%+3,37813F-HRTimelineGroup
PEAK6 LLCin group PEAK6 LLC72,871$2.58M0.06%-169,15913F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.100,007$2.57M<0.01%+1613F-HRTimeline
Marex Group Ltdin group Marex Group Ltd70,214$2.49M0.02%-46,09413F-HRTimelineGroup
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…69,043$2.45M0.08%new13F-HRTimelineGroup
Divisadero Street Capital Management, LPin group Divisadero Street Capital Man…67,461$2.39M0.06%-22,12813F-HRTimelineGroup
CenterBook Partners LP67,318$2.39M0.12%new13F-HRTimeline
Aquatic Capital Management LLC64,545$2.29M0.08%+56,19813F-HRTimeline
Manchester Capital Management LLC63,072$2.23M0.29%+18,13813F-HRTimeline
Man Group plcin group Man Group plc61,239$2.17M<0.01%-38,95313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP58,528$2.07M<0.01%new13F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC58,145$2.06M<0.01%+3,97713F-HRTimeline
Holocene Advisors, LP54,553$1.93M<0.01%-80,38113F-HRTimeline
TCI Wealth Advisors, Inc.52,706$1.87M0.08%+4,31713F-HRTimeline
GSA CAPITAL PARTNERS LLP50,765$1.8M0.11%+6,00513F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…50,045$1.77M0.01%+2,51513F-HRTimelineGroup
SummitTX Capital, L.P.48,844$1.73M0.05%-10,65913F-HRTimeline
Mariner, LLCin group Mariner, LLC46,970$1.66M<0.01%+10,07113F-HRTimelineGroup
Entropy Technologies, LP45,451$1.61M0.06%+30,49313F-HRTimeline
Havemeyer Place LP45,013$1.59M0.16%-14,20313F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …43,957$1.56M<0.01%+2,91013F-HR/ATimelineGroup
ALGERT GLOBAL LLC42,040$1.49M0.02%-39,76013F-HRTimeline
GMT Capital Corp42,000$1.49M0.08%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC40,369$1.43M<0.01%+20,58813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP40,997$1.38M<0.01%+2,72113F-HRTimelineGroup
Composition Wealth, LLC38,194$1.35M0.02%-2413F-HRTimeline
Janney Montgomery Scott LLC38,093$1.35M<0.01%+19,45013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV37,897$1.34M<0.01%+1,09413F-HR/ATimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…37,587$1.33M<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC36,838$1.31M<0.01%+18,07513F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…36,519$1.29M<0.01%+20,89013F-HRTimelineGroup
Jupiter Topco LLCin group Janus Henderson36,427$1.29M<0.01%13F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd36,313$1.29M0.02%new13F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…35,711$1.27M<0.01%013F-HRTimeline
Coastal Bridge Advisors, LLC35,688$1.26M0.08%013F-HRTimeline
SCS Capital Management LLC35,000$1.24M0.01%-14013F-HRTimeline
Kera Capital Partners, Inc.33,480$1.19M0.11%+10,53313F-HRTimeline
Quantbot Technologies LP32,631$1.16M0.05%-73,45513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC31,968$1.13M0.01%+1,05813F-HRTimelineGroup
Cetera Investment Advisers30,258$1.07M<0.01%+4,19613F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND30,226$1.07M<0.01%+3,10013F-HRTimeline
Falcon Wealth Planning30,067$1.07M0.07%-3813F-HRTimeline
Gemmer Asset Management LLC29,707$1.05M0.07%+4,31413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…28,120$1.01M0.06%+2,06113F-HRTimeline
Qsemble Capital Management, LP28,317$1M0.13%new13F-HRTimeline
Handelsbanken Fonder AB27,700$981K<0.01%+3,90013F-HRTimeline
Intellectus Partners, LLC27,250$965K0.17%013F-HRTimeline
Polymer Capital Management (US) LLC26,590$942K0.14%new13F-HRTimeline
GROUP ONE TRADING LLC26,371$934K0.03%new13F-HRTimeline
Perigon Wealth Management, LLC26,276$931K0.01%new13F-HRTimeline
Centiva Capital, LP26,038$923K0.03%-14213F-HRTimeline
Rare Wolf Capital LLC25,925$919K0.59%-3,35213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers25,901$917K<0.01%+1,78213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.25,795$914K<0.01%-1,79213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC25,766$913K<0.01%-715,05713F-HRTimelineGroup
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD25,536$905K<0.01%-19,52613F-HRTimelineGroup
Altshuler Shaham Ltd25,512$904K0.01%-12,28813F-HRTimeline
Police & Firemen's Retirement System of…25,242$894K0.01%+2,09713F-HRTimeline
Caption Management, LLC25,000$886K0.03%-5,00013F-HRTimeline
BAILARD, INC.23,910$847K0.02%013F-HRTimeline
Sepio Capital, LP23,300$826K0.04%-10,10513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…23,177$821K<0.01%+8,58213F-HRTimelineGroup
ARIZONA STATE RETIREMENT SYSTEM22,905$812K<0.01%-1,14513F-HRTimeline
MANGROVE PARTNERS IM, LLC22,153$785K0.05%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC21,672$768K<0.01%+38113F-HR/ATimelineGroup
Inspire Investing, LLCgroup of 2 filers holding21,601$765K+11,751Timeline
STATE BOARD OF ADMINISTRATION OF FLORID…21,350$756K<0.01%013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG19,607$695K0.01%new13F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC19,518$692K0.01%-4,49613F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD19,300$684K<0.01%+1,00013F-HRTimeline
KLP KAPITALFORVALTNING AS19,300$684K<0.01%013F-HRTimeline
Portman Square Capital LLP19,036$674K0.11%+7,22613F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd18,600$659K0.02%-57,30013F-HRTimelineGroup
SIMPLEX TRADING, LLC18,575$658K0.02%new13F-HRTimeline
SHELTON CAPITAL MANAGEMENT18,000$638K0.01%013F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP17,280$612K0.04%-28,55613F-HRTimeline
SBI Securities Co., Ltd.16,744$593K0.01%-1,00713F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC16,164$573K<0.01%+1,37313F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC15,943$565K0.04%+6,72613F-HRTimeline
Prospera Financial Services Inc15,718$557K0.01%-26013F-HRTimeline
Kercheville Advisors, LLC15,000$531K0.16%013F-HRTimeline
PFG Investments, LLC14,900$528K0.02%+2,00013F-HRTimeline
Royal Fund Management, LLC14,540$515K0.04%-1,30013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC14,335$508K<0.01%+70513F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP14,318$507K0.01%-12,38213F-HRTimelineGroup
Leonteq Securities AG14,240$505K0.03%-5,27013F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP13,563$481K0.05%new13F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…12,984$460K<0.01%-1,54413F-HRTimelineGroup
Fairbanks Capital Management, Inc.12,800$454K0.27%013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.12,612$446K<0.01%+30013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP12,500$443K<0.01%-23,49113F-HRTimelineGroup
Jain Global LLC12,308$436K0.01%-12,23413F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding12,263$434K+5,929Timeline
VIRGINIA RETIREMENT SYSTEMS ET Al12,000$425K<0.01%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.11,888$421K0.01%new13F-HRTimelineGroup
Capital Advantage, Inc.11,625$412K0.05%013F-HRTimeline
ProShare Advisors LLC11,206$397K<0.01%-1,28913F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD11,127$394K<0.01%+2,56813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding10,890$386K+3,853Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,829$383K<0.01%+4,31713F-HRTimelineGroup
Simplicity Wealth,LLC10,745$381K0.01%-7,46413F-HRTimeline
WMG Financial Advisors, LLC10,327$366K0.14%-15,40013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,103$358K0.01%-90613F-HRTimeline
Amundiin group Amundi9,831$348K<0.01%new13F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO9,767$346K<0.01%-3,64313F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC9,471$336K<0.01%-30713F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.9,140$324K<0.01%-15,79513F-HRTimelineGroup
Greenwich Wealth Management LLC9,091$322K0.01%new13F-HRTimeline
Prime Capital Investment Advisors, LLC8,945$317K<0.01%-813F-HRTimeline
HUB Investment Partners, LLC8,864$314K0.01%+1,02613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,604$305K<0.01%-1,70913F-HRTimelineGroup
Cambridge Investment Research Advisors,…8,585$304K<0.01%-3,31213F-HR/ATimeline
FOX RUN MANAGEMENT, L.L.C.8,575$304K0.05%new13F-HRTimeline
Freestone Grove Partners LP8,473$300K<0.01%new13F-HRTimeline
XPONANCE LLC8,472$300K<0.01%+38813F-HRTimeline
World Investment Advisors8,435$299K<0.01%-2,74913F-HRTimeline
Beacon Pointe Advisors, LLC8,418$298K<0.01%+1713F-HRTimeline
AMI ASSET MANAGEMENT CORP8,330$295K0.02%-45713F-HRTimeline
NLB Skladi, upravljanje premozenja, d.o…8,232$292K0.01%013F-HRTimeline
Strategic Family Wealth Counselors, L.L…7,992$283K0.07%-2913F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …7,929$281K<0.01%-1,19413F-HRTimelineGroup
Merit Financial Group, LLC7,871$279K<0.01%new13F-HR/ATimeline
EP Wealth Advisors, LLC7,661$271K<0.01%-21813F-HRTimeline
Engineers Gate Manager LP7,420$263K<0.01%-41,29413F-HRTimeline
State of Wyoming7,234$256K0.03%+33313F-HRTimeline
Venture Visionary Partners LLC7,205$255K0.01%new13F-HRTimeline