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Disclosery

UPST UPSTART HLDGS INC

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STOK (common), issuer CIK 1647639

389 managers (395 13F filers) reported a position in UPST shares at 2025-12-31, 64,660,959 shares in all. 62 filers opened a position and 89 filers sold out during the quarter.

Managers
389
13F filers
395
New
62
Added
118
Reduced
137
Sold out
89
Shares held by filers
64,660,959

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …8,765$383K<0.01%-2,34713F-HRTimelineGroup
Beacon Pointe Advisors, LLC8,701$380K<0.01%new13F-HRTimeline
Dynamic Technology Lab Private Ltd8,622$377K0.09%new13F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.8,482$371K<0.01%+73013F-HRTimelineGroup
NLB Skladi, upravljanje premozenja, d.o…8,232$360K0.02%13F-HRTimeline
Strategic Family Wealth Counselors, L.L…7,992$357K0.08%013F-HRTimeline
Wealthfront Advisers LLC8,032$351K<0.01%+2,32913F-HRTimeline
Prospera Financial Services Inc7,880$345K0.01%-1,07413F-HRTimeline
Anson Funds Management LPin group Anson Funds Management LP7,829$342K0.05%013F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC7,742$339K0.03%+1,37013F-HRTimelineGroup
Caprock Group, LLC7,719$338K0.01%+1,18813F-HRTimeline
Aigen Investment Management, LP7,485$327K0.08%new13F-HRTimeline
Perbak Capital Partners LLP7,217$316K0.1%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding7,037$308K-150Timeline
SLT Holdings LLC7,000$306K0.2%new13F-HRTimeline
GSA CAPITAL PARTNERS LLP6,840$299K0.03%new13F-HRTimeline
XPONANCE LLC6,769$296K<0.01%+1913F-HRTimeline
OneDigital Investment Advisors LLC6,767$296K<0.01%+3513F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…6,450$296K<0.01%+1,99913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,830$295K<0.01%-1,61813F-HRTimeline
Fieldview Capital Management, LLC6,740$295K0.05%new13F-HRTimeline
PCM Encore, LLC6,652$291K0.06%13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC6,532$286K<0.01%+26613F-HRTimelineGroup
Symmetry Partners, LLC6,500$284K0.02%-1913F-HRTimeline
Synergy Financial Group, LTD6,233$273K0.19%+4713F-HRTimeline
State of Wyoming6,227$272K0.03%+5,31413F-HRTimeline
Sequoia Financial Advisors, LLC6,007$263K<0.01%+4913F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…6,007$263K0.09%013F-HRTimeline
Traynor Capital Management, Inc.5,961$261K0.01%new13F-HRTimeline
CIBC Bancorp USA Inc.group of 2 filers holding5,671$248K+5,664Timeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…5,670$248K0.12%013F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC5,550$243K0.01%new13F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…5,524$242K<0.01%013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC5,345$234K<0.01%-96,35013F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…5,332$233K0.01%+913F-HRTimeline
Kercheville Advisors, LLC5,000$231K0.06%-10,00013F-HRTimeline
KLCM Advisors, Inc.5,250$230K0.02%new13F-HRTimeline
PIAR LLC5,235$229K0.17%-2,95013F-HRTimeline
Advisory Services Network, LLC5,207$228K<0.01%-26813F-HRTimeline
Ensign Peak Advisors, Inc5,150$225K<0.01%-11,30013F-HR/ATimeline
Gotham Asset Management, LLC5,104$223K<0.01%+28313F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding5,035$220K-1,481Timeline
Western Wealth Management, LLC5,032$220K0.01%new13F-HRTimeline
HUB Investment Partners, LLC5,002$219K0.01%-1,25013F-HRTimeline
Merit Financial Group, LLC4,993$218K<0.01%+54713F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD4,698$205K<0.01%-3,49813F-HRTimeline
INCEPTIONR LLC4,609$202K0.06%-5,60913F-HRTimeline
COMERICA BANK4,456$195K<0.01%-16,89213F-HRTimeline
AlphaQuest LLC4,204$184K0.01%-11,69313F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.4,204$184K0.06%-1,68713F-HRTimelineGroup
STRS OHIO3,900$171K<0.01%-3,70013F-HRTimeline
CWM, LLCin group CWM, LLC3,443$151K<0.01%+1,04713F-HRTimelineGroup
Caitong International Asset Management …2,875$126K0.03%-16,75813F-HR/ATimeline
Orion Capital Management LLC2,700$118K0.04%-5013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,699$118K<0.01%+16313F-HRTimelineGroup
AMALGAMATED BANK2,678$117K<0.01%-8113F-HRTimeline
Westside Investment Management, Inc.2,500$113K0.02%-45013F-HRTimeline
KBC Group NVin group KBC Group NV2,413$106K<0.01%013F-HRTimelineGroup
Arbor Wealth Management LLC\AZ2,296$100K0.08%13F-HRTimeline
Federation des caisses Desjardins du Qu…2,185$95.5K<0.01%-5,61713F-HRTimeline
Holos Integrated Wealth LLC2,041$93.6K0.05%new13F-HRTimeline
Asset Management One Co., Ltd.1,764$82.1K<0.01%-9713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,851$80.9K<0.01%new13F-HRTimeline
GAMMA Investing LLC1,812$79.2K<0.01%+20813F-HRTimeline
Farther Finance Advisors, LLC1,727$75.5K<0.01%-31713F-HRTimeline
Allworth Financial LP1,606$70.2K<0.01%-2613F-HRTimeline
Clearstead Advisors, LLC1,500$65.6K<0.01%+1,00013F-HRTimeline
CoreCap Advisors, LLC1,481$64.8K<0.01%+1,47113F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…1,416$61.9K0.02%013F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.1,372$60K<0.01%+39713F-HRTimelineGroup
SIGNATUREFD, LLC1,223$53.5K<0.01%+42813F-HRTimeline
Osbon Capital Management LLC1,129$49.4K0.05%13F-HRTimeline
Eurizon Capital SGR S.p.A.1,072$48.1K<0.01%13F-HRTimeline
Steward Partners Investment Advisory, L…1,019$44.6K<0.01%-44513F-HRTimeline
ALBION FINANCIAL GROUP /UT1,000$43.7K<0.01%013F-HRTimeline
Bogart Wealth, LLC1,000$43.7K<0.01%new13F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC1,000$43.7K0.02%013F-HRTimeline
Parallel Advisors, LLC947$41.5K<0.01%+10913F-HRTimeline
Pinnacle Wealth Planning Services, Inc.808$35.3K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…600$26.2K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…580$25.4K<0.01%-19113F-HR/ATimelineGroup
Sterling Capital Management LLC565$24.7K<0.01%+36113F-HRTimeline
Bayforest Capital Ltd562$24.6K0.02%new13F-HRTimeline
Elyxium Wealth, LLC539$23.6K0.01%new13F-HRTimeline
CSS LLC/IL497$21.7K<0.01%-13,80113F-HRTimeline
Geneos Wealth Management Inc.492$21.5K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/478$20.9K<0.01%-9013F-HRTimelineGroup
Elequin Capital, LP473$20.7K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC436$19.1K<0.01%+42113F-HRTimeline
NewEdge Advisors, LLC410$17.9K<0.01%-28713F-HRTimeline
Versant Capital Management, Inc407$17.8K<0.01%-51813F-HRTimeline
IFP Advisors, Inc391$17.1K<0.01%-19913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.383$16.7K<0.01%+3713F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd370$16.6K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC375$16.4K<0.01%013F-HRTimelineGroup
Quent Capital, LLC334$14.6K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…300$13.1K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton300$13.1K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC291$12.7K<0.01%+13713F-HRTimeline
Smartleaf Asset Management LLC267$12K<0.01%+8713F-HRTimeline
SageView Advisory Group, LLC259$11.3K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB224$9.8K<0.01%+2413F-HRTimeline
Sound Income Strategies, LLC200$9.62K<0.01%new13F-HRTimeline
Triumph Capital Management212$9.27K<0.01%new13F-HRTimeline
Kemnay Advisory Services Inc.206$9.01K<0.01%new13F-HRTimeline
Covestor Ltd201$9K<0.01%013F-HRTimeline
IFC & Insurance Marketing, Inc.200$9K0.01%13F-HRTimeline
Basecamp Wealth Advisors LLC201$8.79K<0.01%13F-HRTimeline
DANSKE BANK A/S200$8.75K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB200$8.75K<0.01%013F-HRTimeline
City State Bank200$8.75K<0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC200$8.75K0.01%013F-HRTimeline
Root Financial Partners, LLC197$8.62K<0.01%-22813F-HRTimeline
Nova Wealth Management, Inc.195$8.53K0.01%-213F-HRTimeline
N.E.W. Advisory Services LLC170$7.43K<0.01%-1413F-HRTimeline
Dogwood Wealth Management LLC165$7.21K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…161$7.04K<0.01%+7013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC165$7K<0.01%013F-HRTimelineGroup
2UniFi Bank156$6.82K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc150$6.56K<0.01%-5,00013F-HRTimeline
ADIRONDACK TRUST CO150$6.56K<0.01%013F-HRTimeline
Strive Financial Group ,LLC134$5.86K<0.01%13F-HR/ATimeline
KERR FINANCIAL PLANNING Corp150$5.2K0.01%013F-HR/ATimeline
Global Retirement Partners, LLC114$4.99K<0.01%-13613F-HRTimeline
Fortitude Family Office, LLC112$4.9K<0.01%-1813F-HRTimeline
ROTHSCHILD INVESTMENT LLC110$4.81K<0.01%-1513F-HRTimeline
Arax Advisory Partners107$4.68K<0.01%-24313F-HRTimeline
Heritage Wealth Advisors100$4.37K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC100$4.37K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC100$4.37K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.70$3.06K<0.01%013F-HRTimeline
True Wealth Design, LLC69$3.02K<0.01%-1313F-HRTimeline
Centerpoint Advisors, LLC75$3K<0.01%new13F-HRTimeline
Quarry LP58$2.54K<0.01%-44313F-HRTimeline
Bare Financial Services, Inc57$2.49K<0.01%+3313F-HRTimeline
TD Waterhouse Canada Inc.56$2.45K<0.01%-513F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC53$2.32K<0.01%-1,81313F-HRTimelineGroup
Inlight Wealth Management, LLC52$2.27K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC50$2.19K<0.01%013F-HRTimeline
Financial Freedom, LLC50$2.19K<0.01%013F-HRTimeline
YANKCOM Partnership48$2.1K<0.01%new13F-HRTimeline
Avion Wealth63$2K<0.01%-1013F-HRTimeline
Parkside Financial Bank & Trust44$1.93K<0.01%+213F-HRTimeline
NVWM, LLC43$1.88K<0.01%013F-HRTimeline
Anchor Investment Management, LLC41$1.79K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc40$1.75K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC39$1.71K<0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC34$1.49K<0.01%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…32$1.4K<0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…31$1.35K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp27$1.18K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC27$1.18K<0.01%-1313F-HRTimelineGroup
PayPay Securities Corp26$1.14K0.03%-1313F-HRTimeline
DV Trading LLC25$1.09K<0.01%13F-HRTimeline
Essential Partners LLC23$1.01K<0.01%-313F-HRTimeline
Missouri Trust & Investment Co22$962<0.01%013F-HRTimeline
Strategic Advocates LLC21$944<0.01%-413F-HRTimeline
Retirement Wealth Solutions LLC20$875<0.01%+513F-HRTimeline
Sawyer & Company, Inc17$743<0.01%013F-HRTimeline
SHP Wealth Management17$743<0.01%13F-HRTimeline
IMA Advisory Services, Inc.16$699<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC16$691<0.01%-1,03513F-HRTimeline
MAI Capital Management14$616<0.01%-40013F-HRTimeline
JFS WEALTH ADVISORS, LLC13$569<0.01%013F-HRTimeline
Cornerstone Financial Management LLC13$568<0.01%13F-HR/ATimeline
Stone House Investment Management, LLC12$525<0.01%new13F-HRTimeline
Fairscale Capital, LLC12$525<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.11$481<0.01%+113F-HRTimeline
JNBA Financial Advisors10$438<0.01%013F-HRTimeline
Sunbelt Securities, Inc.10$437<0.01%-5213F-HRTimeline
Silicon Valley Capital Partners10$437<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp10$437<0.01%013F-HRTimeline
Asset Dedication, LLC8$350<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…7$306<0.01%+513F-HRTimelineGroup
CURIO WEALTH, LLC6$289<0.01%new13F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK6$262<0.01%-8213F-HRTimelineGroup
Keating Financial Advisory Services, In…6$262<0.01%13F-HRTimeline
Signature Equity Partners, LLC5$219<0.01%13F-HRTimeline
Carolina Wealth Advisors, LLC4$175<0.01%013F-HRTimeline
Addison Advisors LLC4$175<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc4$175<0.01%013F-HRTimeline
Hughes Financial Services, LLC4$175<0.01%-913F-HRTimeline
WPG Advisers, LLC2$87<0.01%013F-HRTimeline
Dunhill Financial, LLC2$80<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$44<0.01%new13F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.1$44<0.01%-213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.6$00%013F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.
Capital Advisors, Ltd. LLC5$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.