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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
TWO SIGMA SECURITIES, LLC7,196$255K0.02%new13F-HRTimeline
Sequoia Financial Advisors, LLC7,174$254K<0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,905$245K<0.01%new13F-HRTimelineGroup
Symmetry Partners, LLC6,793$241K0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,338$240K<0.01%new13F-HRTimeline
PCM Encore, LLC6,648$236K0.04%new13F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC6,544$232K<0.01%new13F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC6,452$229K<0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC6,418$227K<0.01%new13F-HRTimeline
Wealthfront Advisers LLC6,385$226K<0.01%new13F-HRTimeline
Synergy Financial Group, LTD6,374$226K0.16%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC6,366$226K<0.01%new13F-HRTimelineGroup
Caprock Group, LLC6,360$225K<0.01%new13F-HRTimeline
Abel Hall, LLC6,354$225K0.04%new13F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…6,185$219K<0.01%new13F-HRTimelineGroup
OCCUDO QUANTITATIVE STRATEGIES LP6,011$213K0.01%new13F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…6,007$213K0.06%new13F-HRTimeline
Traynor Capital Management, Inc.5,967$211K0.01%new13F-HRTimeline
SG Americas Securities, LLC5,741$203K<0.01%-177,89613F-HRTimeline
FORA Capital, LLC5,716$203K0.01%new13F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…5,524$196K<0.01%013F-HRTimeline
EMC Capital Management6,600$194K0.08%13F-HRTimeline
Ensign Peak Advisors, Inc5,400$191K<0.01%+25013F-HRTimeline
NFSG Corp5,315$188K0.02%-2,77013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,974$176K<0.01%+1713F-HRTimelineGroup
Advisory Services Network, LLC4,775$169K<0.01%+12113F-HRTimeline
KBC Group NVin group KBC Group NV3,510$124K<0.01%013F-HRTimelineGroup
Nykredit A/Sin group Nykredit A/S3,484$123K<0.01%13F-HR/ATimelineGroup
Farther Finance Advisors, LLC3,426$121K<0.01%-14713F-HRTimeline
HARBOUR INVESTMENTS, INC.3,345$119K<0.01%-99613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,245$115K<0.01%-64013F-HRTimelineGroup
Mosley Wealth Management3,176$113K0.04%+3,09013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,951$105K<0.01%-5,78713F-HRTimelineGroup
Versant Capital Management, Inc2,905$103K0.01%+61213F-HRTimeline
NISA INVESTMENT ADVISORS, LLC2,881$102K<0.01%-513F-HRTimeline
Orion Capital Management LLC2,700$95.7K0.03%013F-HRTimeline
Clearstead Advisors, LLC2,513$89K<0.01%+1,01313F-HRTimeline
Westside Investment Management, Inc.2,450$86.8K0.01%-5013F-HRTimeline
Federation des caisses Desjardins du Qu…2,185$77.4K<0.01%-92513F-HRTimeline
GAMMA Investing LLC2,174$77K<0.01%+113F-HRTimeline
FNY Investment Advisers, LLC2,199$77K0.03%new13F-HRTimeline
Allworth Financial LP2,096$74.3K<0.01%+27513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,000$70.9K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC2,041$67.5K0.03%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1,886$66.8K0.02%-6713F-HRTimelineGroup
Geneos Wealth Management Inc.1,842$65.3K<0.01%013F-HRTimeline
Arax Advisory Partners1,622$57.5K<0.01%+1,45513F-HRTimeline
Bogart Wealth, LLC1,610$57K<0.01%+54913F-HRTimeline
Caitong International Asset Management …1,374$48.7K0.01%-4,95113F-HRTimeline
Asset Management One Co., Ltd.1,344$47.6K<0.01%-45913F-HRTimeline
Compagnie Lombard Odier SCmA1,300$46.1K<0.01%new13F-HRTimeline
Osbon Capital Management LLC1,129$40K0.03%013F-HRTimeline
Eurizon Capital SGR S.p.A.1,072$37.6K<0.01%013F-HRTimeline
Parallel Advisors, LLC937$33.2K<0.01%-7813F-HRTimeline
SIGNATUREFD, LLC869$30.8K<0.01%-58713F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC844$29.9K<0.01%-7,10213F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP756$26.5K<0.01%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC743$26.3K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/681$24.1K<0.01%+8013F-HRTimelineGroup
Steward Partners Investment Advisory, L…662$23.5K<0.01%+25313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…568$20.1K<0.01%-68513F-HRTimelineGroup
IFP Advisors, Inc558$19.8K<0.01%+15213F-HRTimeline
Larson Financial Group LLC535$19K<0.01%-58313F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK400$14.2K<0.01%+39913F-HRTimelineGroup
NewEdge Advisors, LLC385$13.6K<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd370$13.1K<0.01%013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC356$12.6K<0.01%-15613F-HRTimeline
Quent Capital, LLC334$11.8K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC325$11.5K<0.01%-5013F-HRTimelineGroup
Kemnay Advisory Services Inc.320$11.3K<0.01%-2,03913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…316$11.2K<0.01%+21213F-HRTimelineGroup
Sterling Capital Management LLC301$10.7K<0.01%-25713F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…300$10.6K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton300$10.6K<0.01%013F-HRTimeline
Covestor Ltd252$9K0.01%+13913F-HRTimeline
NBH Bank234$8.29K<0.01%13F-HRTimeline
Quarry LP223$7.9K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC212$7.46K<0.01%013F-HRTimeline
CoreCap Advisors, LLC210$7.44K<0.01%-8513F-HRTimeline
MassMutual Private Wealth & Trust, FSB204$7.23K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC200$7.09K<0.01%+8013F-HRTimeline
Wilmington Savings Fund Society, FSB200$7.09K<0.01%013F-HRTimeline
Triumph Capital Management200$7.09K<0.01%-1213F-HRTimeline
City State Bank200$7.09K<0.01%013F-HRTimeline
Fulcrum Asset Management LLP176$6.17K<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC165$5.85K<0.01%013F-HRTimeline
Allied Private Wealth LLC175$5.57K<0.01%13F-HRTimeline
AdvisorNet Financial, Inc155$5.49K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp150$5.32K0.01%013F-HRTimeline
ADIRONDACK TRUST CO150$5.31K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC130$5K<0.01%+3013F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.136$4.82K<0.01%+12613F-HRTimeline
POM Investment Strategies, LLC105$3.72K<0.01%new13F-HRTimeline
Heritage Wealth Advisors100$3.54K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC100$3.54K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management100$3.54K<0.01%new13F-HRTimelineGroup
Main Street Group, LTD100$3.54K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC100$3.54K<0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.99$3.52K<0.01%013F-HR/ATimeline
Physician Wealth Advisors, Inc.97$3.44K<0.01%+413F-HRTimeline
Global Retirement Partners, LLC87$3.08K<0.01%13F-HRTimeline
TD Waterhouse Canada Inc.80$2.86K<0.01%-313F-HRTimeline
Fortitude Family Office, LLC77$2.73K<0.01%013F-HRTimeline
Key Capital Management, INC76$2.69K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.70$2.48K<0.01%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC53$1.88K<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust50$1.77K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC50$1.77K<0.01%013F-HRTimeline
Essential Partners LLC50$1.77K<0.01%+2613F-HRTimeline
NVWM, LLC43$1.52K<0.01%013F-HRTimeline
Anchor Investment Management, LLC41$1.45K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC34$1.21K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc29$1.03K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC29$1.03K<0.01%+1413F-HRTimeline
Avion Wealth51$1K<0.01%013F-HRTimeline
Forum Finance Group S.A.50$1K<0.01%013F-HRTimeline
West Financial Advisors, LLC28$993<0.01%new13F-HRTimeline
PayPay Securities Corp26$9210.02%-1313F-HRTimeline
Hilton Head Capital Partners, LLC25$886<0.01%013F-HRTimeline
JNBA Financial Advisors24$851<0.01%+1413F-HRTimeline
Silver Grove Financial Group, Inc.23$815<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp20$709<0.01%new13F-HRTimelineGroup
IMA Advisory Services, Inc.20$709<0.01%+713F-HRTimeline
Cornerstone Financial Management LLC20$709<0.01%new13F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC18$638<0.01%-713F-HRTimelineGroup
Sawyer & Company, Inc17$602<0.01%013F-HRTimeline
SHP Wealth Management17$602<0.01%013F-HRTimeline
Elequin Capital, LP16$567<0.01%-14613F-HRTimeline
MANNING & NAPIER ADVISORS LLC16$560<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC18$516<0.01%013F-HRTimeline
True Wealth Design, LLC13$461<0.01%013F-HRTimeline
Fairscale Capital, LLC12$425<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.11$390<0.01%013F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK11$390<0.01%-5613F-HRTimelineGroup
Quaker Wealth Management, LLC11$390<0.01%-313F-HRTimeline
Asset Dedication, LLC8$284<0.01%013F-HRTimeline
Planning Strategies Inc.8$283<0.01%13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC6$213<0.01%013F-HRTimeline
MCDONALD PARTNERS LLC6$213<0.01%new13F-HRTimeline
Stone House Investment Management, LLC5$177<0.01%new13F-HRTimeline
Signature Equity Partners, LLC5$177<0.01%013F-HRTimeline
Investors Research Corp4$142<0.01%013F-HRTimeline
Addison Advisors LLC4$142<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc4$142<0.01%013F-HRTimeline
NorthAvenue LLC4$142<0.01%new13F-HRTimeline
JPL Wealth Management, LLC3$107<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC2$71<0.01%-113F-HRTimeline
WPG Advisers, LLC2$71<0.01%013F-HRTimeline
Strive Financial Group ,LLC2$71<0.01%new13F-HR/ATimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2$70<0.01%013F-HRTimelineGroup
GHP Investment Advisors, Inc.1$36<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC1$36<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.1$36<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1$35<0.01%013F-HRTimeline
Continuum Advisory, LLC1$35<0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS1$35<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.12$00%+713F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.