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Disclosery

UPST UPSTART HLDGS INC

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STOK (common), issuer CIK 1647639

330 managers (340 13F filers) reported a position in UPST shares at 2026-03-31, 56,582,615 shares in all. 44 filers opened a position and 101 filers sold out during the quarter.

Managers
330
13F filers
340
New
44
Added
126
Reduced
100
Sold out
101
Shares held by filers
56,582,615

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Ensign Peak Advisors, Inc5,150$132K<0.01%013F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,957$127K<0.01%+4,35713F-HRTimelineGroup
Advisory Services Network, LLC4,654$119K<0.01%-55313F-HRTimeline
HARBOUR INVESTMENTS, INC.4,341$111K<0.01%-5,94113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,885$99.7K<0.01%+1,18613F-HRTimelineGroup
Farther Finance Advisors, LLC3,573$90.6K<0.01%+1,84613F-HRTimeline
KBC Group NVin group KBC Group NV3,510$90K<0.01%+1,09713F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC3,399$87K<0.01%new13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…3,110$79.8K<0.01%+92513F-HRTimeline
NISA INVESTMENT ADVISORS, LLC2,886$74K<0.01%-6,85913F-HRTimeline
CWM, LLCin group CWM, LLC2,705$69.4K<0.01%-73813F-HRTimelineGroup
Orion Capital Management LLC2,700$69.3K0.02%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC2,605$66.8K0.02%new13F-HRTimeline
Westside Investment Management, Inc.2,500$64K0.01%013F-HRTimeline
Kemnay Advisory Services Inc.2,359$60.5K0.01%+2,15313F-HRTimeline
Versant Capital Management, Inc2,293$58.8K0.01%+1,88613F-HRTimeline
GAMMA Investing LLC2,173$55.7K<0.01%+36113F-HRTimeline
Holos Integrated Wealth LLC2,041$54K0.03%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,000$51.3K<0.01%new13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1,953$50.1K0.02%-2,25113F-HRTimelineGroup
Geneos Wealth Management Inc.1,842$47.2K<0.01%+1,35013F-HRTimeline
Allworth Financial LP1,821$46.7K<0.01%+21513F-HRTimeline
Asset Management One Co., Ltd.1,803$46.2K<0.01%+3913F-HRTimeline
Clearstead Advisors, LLC1,500$38.5K<0.01%013F-HRTimeline
SIGNATUREFD, LLC1,456$37.3K<0.01%+23313F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…1,416$36.3K0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,253$32.1K<0.01%+67313F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC1,135$29.1K<0.01%+84413F-HR/ATimeline
Osbon Capital Management LLC1,129$29K0.02%013F-HRTimeline
Larson Financial Group LLC1,118$28.7K<0.01%-10,58313F-HRTimeline
Bogart Wealth, LLC1,061$27.2K<0.01%+6113F-HRTimeline
Eurizon Capital SGR S.p.A.1,072$26.1K<0.01%013F-HRTimeline
Parallel Advisors, LLC1,015$26.1K<0.01%+6813F-HR/ATimeline
SCHRODER INVESTMENT MANAGEMENT GROUP756$18.3K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/601$15.4K<0.01%+12313F-HRTimelineGroup
Sterling Capital Management LLC558$14.3K<0.01%-713F-HRTimeline
Plante Moran Financial Advisors, LLC512$13.1K<0.01%+7613F-HRTimeline
2UniFi Bank414$10.6K0.01%+25813F-HRTimeline
Steward Partners Investment Advisory, L…409$10.5K<0.01%-61013F-HRTimeline
IFP Advisors, Inc406$10.4K<0.01%+1513F-HRTimeline
NewEdge Advisors, LLC385$9.88K<0.01%-2513F-HR/ATimeline
Ancora Advisors LLCin group Ancora Advisors LLC375$9.62K<0.01%013F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd370$9.49K<0.01%013F-HRTimelineGroup
BROADWATER CAPITAL MANAGEMENT LLC200$8.75K0.01%013F-HRTimeline
Quent Capital, LLC334$8.57K<0.01%013F-HRTimeline
Root Financial Partners, LLC329$8.44K<0.01%+13213F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…300$7.7K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton300$7.7K<0.01%013F-HRTimeline
CoreCap Advisors, LLC295$7.57K<0.01%-1,18613F-HRTimeline
Triumph Capital Management212$5.44K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB204$5.23K<0.01%-2013F-HRTimeline
Smartleaf Asset Management LLC212$5.16K<0.01%-5513F-HRTimeline
Wilmington Savings Fund Society, FSB200$5.13K<0.01%013F-HRTimeline
City State Bank200$5.13K<0.01%013F-HRTimeline
Sound Income Strategies, LLC200$5.07K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp150$4.93K<0.01%013F-HR/ATimeline
Mosley Wealth Management86$4.37K<0.01%new13F-HRTimeline
Arax Advisory Partners167$4.28K<0.01%+6013F-HRTimeline
Dogwood Wealth Management LLC165$4.23K<0.01%013F-HRTimeline
Elequin Capital, LP162$4.16K<0.01%-31113F-HRTimeline
AdvisorNet Financial, Inc155$3.98K<0.01%+513F-HRTimeline
ADIRONDACK TRUST CO150$3.85K<0.01%013F-HRTimeline
MAI Capital Management137$3.52K<0.01%+12313F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…135$3.46K<0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC120$3.08K<0.01%+1013F-HRTimeline
Hanson & Doremus Investment Management125$3K<0.01%new13F-HRTimeline
Covestor Ltd113$3K<0.01%-8813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC100$3K<0.01%-6513F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…104$2.67K<0.01%-5713F-HR/ATimelineGroup
Heritage Wealth Advisors100$2.56K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC100$2.56K<0.01%013F-HRTimeline
Main Street Group, LTD100$2.56K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC100$2.56K<0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.99$2.55K<0.01%new13F-HRTimeline
Rossby Financial, LCC100$2.54K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.93$2.39K<0.01%new13F-HRTimeline
GILL CAPITAL PARTNERS, LLC90$2.31K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.83$2.1K<0.01%+2713F-HRTimeline
Centerpoint Advisors, LLC75$2K<0.01%013F-HRTimeline
Fortitude Family Office, LLC77$1.98K<0.01%-3513F-HRTimeline
Key Capital Management, INC76$1.95K<0.01%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.70$1.8K<0.01%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK67$1.71K<0.01%+6113F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC53$1.36K<0.01%013F-HRTimelineGroup
PayPay Securities Corp39$1.29K0.04%+1313F-HRTimeline
Parkside Financial Bank & Trust50$1.28K<0.01%+613F-HRTimeline
Prestige Wealth Management Group LLC50$1.28K<0.01%013F-HRTimeline
Financial Freedom, LLC50$1.28K<0.01%013F-HRTimeline
YANKCOM Partnership48$1.23K<0.01%013F-HRTimeline
NVWM, LLC43$1.1K<0.01%013F-HRTimeline
Anchor Investment Management, LLC41$1.05K<0.01%013F-HRTimeline
Avion Wealth51$1K<0.01%-1213F-HRTimeline
Forum Finance Group S.A.50$1K<0.01%13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.37$949<0.01%-34613F-HRTimelineGroup
N.E.W. Advisory Services LLC34$872<0.01%-13613F-HRTimeline
Bell Investment Advisors, Inc29$744<0.01%-1113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC25$641<0.01%-213F-HRTimelineGroup
Hilton Head Capital Partners, LLC25$641<0.01%new13F-HRTimeline
Essential Partners LLC24$616<0.01%+113F-HRTimeline
Missouri Trust & Investment Co22$564<0.01%013F-HRTimeline
Cornerstone Planning Group LLC18$562<0.01%+213F-HRTimeline
Sawyer & Company, Inc17$436<0.01%013F-HRTimeline
SHP Wealth Management17$435<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC15$385<0.01%-513F-HRTimeline
Quaker Wealth Management, LLC14$360<0.01%new13F-HRTimeline
True Wealth Design, LLC13$334<0.01%-5613F-HRTimeline
IMA Advisory Services, Inc.13$333<0.01%-313F-HRTimeline
Fairscale Capital, LLC12$308<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.11$282<0.01%new13F-HRTimelineGroup
JNBA Financial Advisors10$257<0.01%013F-HRTimeline
Silicon Valley Capital Partners10$257<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.10$257<0.01%-79813F-HRTimeline
Asset Dedication, LLC8$206<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC6$154<0.01%new13F-HR/ATimeline
CURIO WEALTH, LLC6$154<0.01%013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC5$128<0.01%new13F-HRTimeline
Signature Equity Partners, LLC5$128<0.01%013F-HRTimeline
Investors Research Corp4$103<0.01%new13F-HRTimeline
Addison Advisors LLC4$103<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc4$103<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC3$77<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2$51<0.01%-513F-HRTimelineGroup
WPG Advisers, LLC2$51<0.01%013F-HRTimeline
Dunhill Financial, LLC1$47<0.01%-113F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$26<0.01%013F-HRTimelineGroup
GHP Investment Advisors, Inc.1$26<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC1$26<0.01%-1213F-HRTimeline
Strategic Wealth Partners, Ltd.1$26<0.01%-1013F-HRTimeline
DiNuzzo Private Wealth, Inc.1$26<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.5$00%-113F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.