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Disclosery

UPST UPSTART HLDGS INC

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STOK (common), issuer CIK 1647639

415 managers (423 13F filers) reported a position in UPST shares at 2025-06-30, 61,517,808 shares in all. 81 filers opened a position and 49 filers sold out during the quarter.

Managers
415
13F filers
423
New
81
Added
143
Reduced
122
Sold out
49
Shares held by filers
61,517,808

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 2 filers holding8,266,295$535M+245,709Timeline
BlackRock, Inc.in group BlackRock, Inc.6,768,579$438M0.01%+258,41113F-HRTimelineGroup
Jericho Capital Asset Management L.P.3,653,835$236M3.15%new13F-HRTimeline
STATE STREET CORPin group STATE STREET CORP2,076,019$134M0.01%+67,27013F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC2,009,116$130M0.01%+73,58213F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding1,985,152$128M-988,234Timeline
MORGAN STANLEYin group MORGAN STANLEY1,672,703$108M0.01%+84,97613F-HRTimelineGroup
Contour Asset Management LLC1,387,200$89.7M2.93%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 3 filers holding1,369,254$88.6M+311,456Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,315,631$85.1M0.01%-513,79113F-HRTimelineGroup
Driehaus Capital Management LLC1,271,891$82.3M0.66%+56,65413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,255,044$81.2M0.01%+56,85713F-HRTimelineGroup
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC1,219,700$78.9M0.35%-544,43613F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding1,212,122$78.4M-14,982Timeline
UBS Group AGgroup of 2 filers holding1,093,105$70.7M+162,163Timeline
NORGES BANK1,047,875$67.8M0.01%+61,83813F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.1,012,114$65.5M0.24%+104,53313F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC1,011,167$65.4M0.14%+585,09013F-HR/ATimelineGroup
CAPITAL FUND MANAGEMENT S.A.894,094$57.8M0.64%+39,94213F-HRTimeline
COATUE MANAGEMENT LLCin group COATUE MANAGEMENT LLC870,947$56.3M0.16%013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.864,564$55.9M0.01%-405,78813F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP784,719$50.8M0.01%+9,91313F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…739,261$47.8M0.17%+62,21213F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co690,122$44.6M0.01%+32,26713F-HRTimelineGroup
MANE GLOBAL CAPITAL MANAGEMENT LP673,712$43.6M1.98%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.652,826$42.2M0.04%-571,09713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO649,435$42M<0.01%-29,62013F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC629,285$40.7M0.27%+411,65413F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC583,871$37.8M0.01%-148,08013F-HR/ATimelineGroup
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT…in group SUMMIT PARTNERS PUBLIC ASSET …583,000$37.7M1.47%-88,00013F-HRTimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC539,771$34.9M0.13%-412,93013F-HRTimeline
Nuveen, LLCin group TIAA512,682$33.2M0.01%+97,78913F-HRTimelineGroup
Man Group plcin group Man Group plc511,868$33.1M0.07%-393,32913F-HRTimelineGroup
Rokos Capital Management LLPin group Rokos Capital Management LLP479,321$31M0.52%new13F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC384,683$24.9M0.1%-2,68513F-HRTimelineGroup
Qube Research & Technologies Ltd370,004$23.9M0.03%-808,40413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN364,190$23.6M0.01%+290,73913F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC350,823$22.7M0.02%-27813F-HRTimelineGroup
KADENSA CAPITAL Ltd294,031$19M3.03%-118,14013F-HRTimeline
Aquatic Capital Management LLC274,884$17.8M0.36%+87,99913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp257,322$16.6M<0.01%+16,11113F-HRTimelineGroup
Sepio Capital, LP256,102$16.6M1.18%+75,80213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP244,409$15.8M0.01%+103,24813F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC238,972$15.5M0.19%-23,35513F-HR/ATimelineGroup
CANADA PENSION PLAN INVESTMENT BOARD219,100$14.2M0.01%+46,50013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC214,202$13.9M0.01%+9,52413F-HRTimelineGroup
Verition Fund Management LLC204,692$13.2M0.08%-22,19113F-HRTimeline
Cubist Systematic Strategies, LLC194,854$12.6M0.14%+163,03013F-HRTimeline
Hidden Lake Asset Management LP187,345$12.1M5.96%+160,28313F-HRTimeline
Marex Group Ltdin group Marex Group Ltd182,740$11.8M0.22%+175,88513F-HRTimelineGroup
Q Fund Management (Hong Kong) Ltd173,700$11.2M6.18%new13F-HRTimeline
J. Goldman & Co LP170,728$11M0.35%+165,22813F-HRTimeline
Swiss National Bank163,400$10.6M0.01%+4,30013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC161,234$10.4M0.02%+30,40413F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…142,183$9.2M0.72%+72,06613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC140,250$9.07M<0.01%+21,57213F-HRTimelineGroup
Twin Tree Management, LP132,147$8.55M0.22%-43,71013F-HRTimeline
RHUMBLINE ADVISERS130,464$8.44M0.01%+13,15713F-HRTimeline
Y-Intercept (Hong Kong) Ltd128,377$8.3M0.2%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC127,335$8.24M0.01%-1,50513F-HRTimelineGroup
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …122,681$7.94M0.01%-24,45413F-HRTimelineGroup
Polar Asset Management Partners Inc.122,400$7.92M0.2%new13F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP111,152$7.19M0.01%new13F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management105,001$6.79M0.02%new13F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.98,680$6.38M<0.01%+7,77013F-HRTimeline
Metavasi Capital LP95,000$6.14M2.73%new13F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc93,131$6.02M<0.01%+11,04613F-HRTimelineGroup
Liontrust Investment Partners LLP91,612$5.93M0.08%-69,79013F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…91,309$5.91M0.06%+48,17613F-HRTimelineGroup
Quantinno Capital Management LP90,011$5.82M0.03%+23,48713F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC89,675$5.8M0.01%+82,30513F-HRTimelineGroup
Hillsdale Investment Management Inc.89,440$5.78M0.21%+21,14013F-HRTimeline
HRT FINANCIAL LP88,599$5.73M0.03%+40,87513F-HRTimeline
SG Americas Securities, LLC83,766$5.42M0.02%+48,16213F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.81,598$5.28M0.01%+76,69313F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO78,649$5.09M0.01%+52,63613F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…76,368$4.94M0.01%+33213F-HRTimeline
LPL Financial LLC74,977$4.85M<0.01%-18,65313F-HRTimeline
Nishkama Capital, LLC72,000$4.66M0.76%new13F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/70,512$4.56M<0.01%+9,98413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\68,029$4.4M<0.01%-5,78713F-HRTimelineGroup
G2 Investment Partners Management LLC67,500$4.37M0.96%new13F-HRTimeline
Royal Fund Management, LLC64,926$4.2M0.45%-41413F-HRTimeline
Nebula Research & Development LLC60,689$3.93M0.33%+51,74913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC58,233$3.77M<0.01%+10,68013F-HRTimeline
ALGERT GLOBAL LLC57,689$3.73M0.08%+50513F-HR/ATimeline
Edgestream Partners, L.P.56,459$3.65M0.1%-17,61813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC52,793$3.41M<0.01%-6,33613F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC50,906$3.29M<0.01%-45,80013F-HRTimelineGroup
ExodusPoint Capital Management, LP50,722$3.28M0.04%-45,35813F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…50,291$3.25M0.02%+3,83913F-HRTimelineGroup
Parallax Volatility Advisers, L.P.49,307$3.19M0.13%-50,09113F-HRTimeline
WOLVERINE TRADING, LLC50,019$3.17M0.08%+17,50213F-HRTimeline
Schonfeld Strategic Advisors LLC47,469$3.07M0.02%-80,17813F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …47,236$3.06M<0.01%-59413F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd45,904$2.97M0.05%new13F-HRTimelineGroup
Trexquant Investment LP45,143$2.92M0.03%-431,50313F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA44,789$2.9M0.01%-65,24213F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC43,904$2.84M0.03%-30,23013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS43,854$2.84M<0.01%-1,522,66213F-HRTimelineGroup
Manchester Capital Management LLC43,123$2.79M0.37%-26913F-HRTimeline
MML INVESTORS SERVICES, LLC42,518$2.75M0.01%+3,47613F-HRTimeline
Cambridge Investment Research Advisors,…42,292$2.73M0.01%+22,44413F-HRTimeline
Main Management ETF Advisors, LLCin group Main Management ETF Advisors,…41,781$2.7M0.11%+68413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC41,385$2.68M<0.01%+10,77613F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…41,276$2.67M0.01%+12,61713F-HRTimelineGroup
Composition Wealth, LLC40,451$2.62M0.04%+1113F-HRTimeline
SCS Capital Management LLC40,000$2.59M0.03%013F-HRTimeline
Tyler-Stone Wealth Management39,634$2.56M0.41%-15,20013F-HRTimeline
Coastal Bridge Advisors, LLC38,467$2.49M0.21%+7913F-HRTimeline
BAILARD, INC.38,410$2.48M0.06%-34913F-HRTimeline
ZACKS INVESTMENT MANAGEMENT38,353$2.48M0.02%-59513F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC37,118$2.4M0.01%-2,32113F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson36,427$2.36M<0.01%013F-HRTimelineGroup
Guided Capital Wealth Management, LLC36,437$2.36M1.82%+60913F-HRTimeline
Gillson Capital LP35,000$2.26M0.17%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC33,997$2.2M<0.01%-15,67313F-HRTimelineGroup
TCI Wealth Advisors, Inc.33,325$2.16M0.15%-4,26513F-HRTimeline
CASTLEARK MANAGEMENT LLC33,200$2.15M0.06%new13F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP32,384$2.09M<0.01%+8713F-HRTimelineGroup
Ensign Peak Advisors, Inc28,950$1.87M<0.01%-8,58613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.28,269$1.83M<0.01%+16813F-HR/ATimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND27,126$1.75M<0.01%+1,60013F-HR/ATimeline
AXA S.A.in group AXA S.A.26,637$1.72M<0.01%new13F-HRTimelineGroup
Gemmer Asset Management LLC26,013$1.68M0.15%+7,85713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers25,525$1.65M<0.01%-5,12413F-HRTimelineGroup
ARIZONA STATE RETIREMENT SYSTEM24,965$1.61M0.01%+1,43513F-HRTimeline
GROUP ONE TRADING LLC24,959$1.61M0.05%-69,73113F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…24,858$1.61M<0.01%+3,03313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV24,055$1.56M<0.01%-1,60613F-HRTimeline
SBI Securities Co., Ltd.23,326$1.51M0.04%-4,54513F-HRTimeline
OMERS ADMINISTRATION Corp23,200$1.5M0.01%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC23,059$1.49M0.03%+4,54813F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC22,928$1.48M<0.01%+1,77513F-HRTimelineGroup
Headlands Technologies LLC22,892$1.48M0.18%+4,74413F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al22,500$1.46M0.01%+5,70013F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.22,208$1.44M0.24%-27,47613F-HRTimeline
Jackson Creek Investment Advisors LLC21,961$1.42M0.38%+2,91213F-HRTimeline
COMERICA BANK21,951$1.42M0.01%+2,16313F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…21,490$1.39M2.45%-3,72413F-HRTimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…21,376$1.38M<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC20,948$1.35M0.01%+12,71413F-HRTimelineGroup
Legacy Capital Group California, Inc.20,803$1.35M0.37%new13F-HRTimeline
Kera Capital Partners, Inc.20,410$1.32M0.26%+2,03913F-HRTimeline
Handelsbanken Fonder AB20,200$1.31M<0.01%+1,10013F-HRTimeline
Creative Planningin group Creative Planning19,581$1.27M<0.01%-11,66713F-HRTimelineGroup
Police & Firemen's Retirement System of…19,057$1.23M0.01%+1,60813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,976$1.23M<0.01%-215,81813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,751$1.21M<0.01%-2,65313F-HR/ATimelineGroup
WMG Financial Advisors, LLC18,512$1.2M0.44%-65013F-HRTimeline
SHELTON CAPITAL MANAGEMENT18,000$1.16M0.03%013F-HRTimeline
KLP KAPITALFORVALTNING AS17,700$1.14M<0.01%-50013F-HRTimeline
ProShare Advisors LLC17,272$1.12M<0.01%-5413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA17,002$1.1M<0.01%-2,09913F-HR/ATimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS16,585$1.07M<0.01%+4,63813F-HRTimeline
Cetera Investment Advisers16,240$1.05M<0.01%+2,09313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/15,931$1.03M<0.01%+3,69713F-HRTimelineGroup
Cadent Capital Advisors, LLC15,625$1.01M0.33%new13F-HRTimeline
Versor Investments LP15,480$1M0.18%+7,68613F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.15,463$1M0.01%+1,46313F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
SIERRA SUMMIT ADVISORS LLC15,318$991K0.18%new13F-HRTimeline
CTC LLC15,115$978K0.06%-10,26613F-HRTimeline
Kercheville Advisors, LLC15,000$970K0.33%013F-HRTimeline
Private Advisor Group, LLC14,388$931K0.01%+7013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC13,791$892K0.03%new13F-HRTimeline
Polymer Capital Management (US) LLC13,728$888K0.15%new13F-HRTimeline
Advisors Asset Management, Inc.13,500$873K0.02%+52013F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,432$869K<0.01%-6,33013F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK13,369$865K<0.01%new13F-HRTimelineGroup
Altshuler Shaham Ltd13,000$841K0.03%+2,50013F-HRTimeline
Caption Management, LLC13,000$841K0.08%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,929$836K0.07%+29913F-HRTimeline
Vienna Asset Management LLC12,855$831K0.57%new13F-HRTimeline
Compound Planning, Inc.12,834$830K0.03%+12713F-HRTimeline
Quantbot Technologies LP12,630$817K0.02%-167,40513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…12,394$802K0.02%+10,15313F-HRTimelineGroup
Blueshift Asset Management, LLC12,273$794K0.24%-1,54113F-HRTimeline
GC Wealth Management RIA, LLC12,243$792K0.06%new13F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT12,044$779K0.01%new13F-HRTimeline
Gryphon Financial Partners LLC12,000$776K0.1%-7,72113F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…11,697$757K<0.01%+2913F-HRTimelineGroup
FMR LLCin group FMR LLC11,663$754K<0.01%+3,99313F-HRTimelineGroup
Capital Advantage, Inc.11,625$752K0.12%013F-HRTimeline
JENNISON ASSOCIATES LLC11,382$736K<0.01%+20513F-HRTimeline
HARBOUR INVESTMENTS, INC.10,830$700K0.02%-2,79213F-HRTimeline
Fairbanks Capital Management, Inc.10,800$699K0.4%-1,00013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC10,745$695K<0.01%013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …10,701$692K0.01%-13,65113F-HRTimelineGroup
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…10,660$689K0.26%new13F-HRTimelineGroup
CIBC WORLD MARKETS CORP10,378$671K<0.01%-7,38013F-HRTimeline
NFSG Corp10,064$651K0.11%+1,44513F-HRTimeline
Bridgefront Capital, LLC9,921$642K0.17%new13F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC9,837$636K<0.01%+2613F-HRTimeline
SIG BROKERAGE, LP9,694$627K0.17%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,612$622K<0.01%+4513F-HRTimelineGroup
Prime Capital Investment Advisors, LLC9,592$620K0.01%-1,90213F-HRTimeline
Prospera Financial Services Inc9,403$608K0.01%new13F-HRTimeline
Atria Wealth Solutions, Inc.8,930$604K0.01%+96413F-HRTimeline
Janney Montgomery Scott LLC9,330$603K<0.01%-5,29513F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.9,266$599K0.02%new13F-HRTimelineGroup