UPST UPSTART HLDGS INC
FollowSTOK (common), issuer CIK 1647639
405 managers (414 13F filers) reported a position in UPST shares at 2025-09-30, 64,364,151 shares in all. 72 filers opened a position and 79 filers sold out during the quarter.
- Managers
- 405
- 13F filers
- 414
- New
- 72
- Added
- 127
- Reduced
- 122
- Sold out
- 79
- Shares held by filers
- 64,364,151
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| WPG Advisers, LLC | 2 | $102 | <0.01% | 0 | 13F-HRTimeline |
| West Oak Capital, LLC | 25 | $13 | <0.01% | 0 | 13F-HRTimeline |
| HANTZ FINANCIAL SERVICES, INC. | 6 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them. |
| Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., … | 0 | $0 | 0% | 0 | 13F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |
| Activest Wealth Management | 0 | $0 | 0% | -1 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |