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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
VANGUARD GROUP INCgroup of 2 filers holding8,085,998$354M-165,082Timeline
BlackRock, Inc.in group BlackRock, Inc.7,088,760$310M0.01%+232,72213F-HRTimelineGroup
Jericho Capital Asset Management L.P.5,011,809$219M2.5%+531,00013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,206,615$184M0.01%+2,554,59113F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,538,426$111M0.01%+2,293,36713F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC2,068,515$90.5M0.01%+26,73413F-HRTimelineGroup
Clear Street Group Inc.in group Clear Street Group Inc.2,061,714$90.2M0.47%+1,490,50213F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP2,001,053$87.5M<0.01%-50,29913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,652,624$72.3M0.01%+62,97613F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding1,294,393$56.6M+297,401Timeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding1,226,524$53.6M+31,067Timeline
Marex Group Ltdin group Marex Group Ltd1,178,997$51.6M0.56%-125,48613F-HRTimelineGroup
NORGES BANK1,141,425$49.9M0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,105,759$48.4M0.03%+809,60113F-HRTimelineGroup
SG Americas Securities, LLC1,085,851$47.5M0.06%+878,42913F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC1,006,130$44M0.17%-121,43813F-HRTimelineGroup
Azora Capital LP882,231$38.6M2.43%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC864,102$37.8M0.02%+144,69213F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…850,839$37.2M0.1%-121,01713F-HRTimeline
UBS Group AGgroup of 2 filers holding799,569$35M-186,212Timeline
BAILLIE GIFFORD & COin group BAILLIE GIFFORD & CO758,929$33.2M0.03%new13F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co745,836$32.6M0.01%+4,40613F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP744,186$32.5M<0.01%-41,12613F-HRTimelineGroup
CAPITAL FUND MANAGEMENT S.A.671,345$29.4M0.28%+109,23713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC563,645$24.6M0.02%+13,50713F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP551,168$24.1M0.02%+60,58713F-HRTimelineGroup
KADENSA CAPITAL Ltd520,986$22.8M2.37%+65,83613F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…489,219$21.4M<0.01%+361,69613F-HRTimelineGroup
Nishkama Capital, LLC487,060$21.3M2.88%new13F-HRTimeline
Annex Advisory Services, LLC421,373$18.4M0.35%+214,27913F-HRTimeline
Halter Ferguson Financial Inc.415,321$18.2M4%+209,91513F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO410,608$18M<0.01%-141,11513F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.370,179$16.2M0.03%new13F-HRTimelineGroup
Divisadero Street Capital Management, LPin group Divisadero Street Capital Man…370,000$16.2M0.92%new13F-HRTimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC347,881$15.2M0.05%-622,42513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC336,186$14.7M0.06%-2,14713F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP318,547$13.9M0.01%+81,41613F-HRTimelineGroup
Hidden Lake Asset Management LP316,586$13.8M7.54%new13F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP278,590$12.2M<0.01%+220,82913F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.273,487$12M0.01%+164,29713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp269,214$11.8M<0.01%-3,57013F-HRTimelineGroup
GC Wealth Management RIA, LLC249,474$10.9M0.4%+19,40213F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding248,739$10.9M+76,540Timeline
Carnegie Investment Counsel238,163$10.4M0.19%new13F-HRTimeline
Schonfeld Strategic Advisors LLC220,051$9.62M0.05%+172,92513F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC218,753$9.57M0.01%-237,49813F-HRTimelineGroup
J. Goldman & Co LP211,152$9.23M0.36%new13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC210,145$9.21M0.01%-18,38513F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN210,164$9.19M<0.01%-636,08213F-HRTimelineGroup
Maxi Investments CY Ltd193,400$8.46M1.54%new13F-HRTimeline
Nuveen, LLCin group TIAA189,632$8.29M<0.01%-246,28313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC188,484$8.24M0.01%-786,21313F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.172,305$7.53M0.14%-195,22913F-HRTimelineGroup
Swiss National Bank170,800$7.47M<0.01%+4,80013F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA141,558$6.19M0.01%+31,97013F-HRTimelineGroup
Neo Ivy Capital Management140,275$6.13M0.97%+76,91913F-HRTimeline
Qube Research & Technologies Ltd128,199$5.61M0.01%-439,67413F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A115,801$5.06M0.01%+72,88913F-HRTimelineGroup
Interval Partners, LP112,292$4.91M0.11%new13F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…110,688$4.84M0.32%-17113F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …109,636$4.79M0.01%+108,81113F-HRTimelineGroup
RHUMBLINE ADVISERS109,010$4.77M<0.01%-18,16913F-HRTimeline
LPL Financial LLC106,681$4.67M<0.01%-4,87513F-HRTimeline
PDT Partners, LLC100,041$4.37M0.28%new13F-HRTimeline
ALLIANCEBERNSTEIN L.P.98,810$4.32M<0.01%-49013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC93,562$4.09M<0.01%-28,72313F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.90,987$3.98M<0.01%-513,90513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/90,652$3.96M<0.01%+2,65113F-HRTimelineGroup
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …87,943$3.87M<0.01%-10,45013F-HRTimelineGroup
PEAK6 LLCin group PEAK6 LLC87,617$3.83M0.1%+75,46613F-HR/ATimelineGroup
SummitTX Capital, L.P.85,223$3.73M0.11%+66,75213F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc84,245$3.68M<0.01%-6,44913F-HRTimelineGroup
DARK FOREST CAPITAL MANAGEMENT LP84,080$3.68M0.17%new13F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…83,018$3.63M<0.01%-1113F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich81,587$3.57M0.01%-7,01213F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/80,379$3.52M<0.01%-911,05413F-HRTimeline
Quantinno Capital Management LP79,368$3.47M0.01%-11,14113F-HRTimeline
Aquatic Capital Management LLC77,587$3.39M0.1%-48,89513F-HRTimeline
MML INVESTORS SERVICES, LLC75,690$3.31M0.01%+21,07413F-HRTimeline
Polar Asset Management Partners Inc.74,700$3.27M0.06%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\74,003$3.24M<0.01%+3,57513F-HRTimelineGroup
Liontrust Investment Partners LLP71,524$3.13M0.05%-91,15613F-HRTimeline
Private Advisor Group, LLC71,323$3.12M0.01%+55,59113F-HRTimeline
Quantbot Technologies LP70,310$3.07M0.1%-77,00613F-HRTimeline
Man Group plcin group Man Group plc70,235$3.07M0.01%-402,00913F-HRTimelineGroup
Verition Fund Management LLC69,020$3.02M0.02%-92,28313F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC66,393$2.9M0.04%-404,39813F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC60,309$2.64M<0.01%+15,07613F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS60,062$2.63M<0.01%+15,45513F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…56,894$2.49M0.01%+23,40713F-HRTimelineGroup
Atom Investors LP52,694$2.3M0.18%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC52,379$2.29M<0.01%-12,91913F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …50,382$2.25M<0.01%+9,54513F-HRTimelineGroup
Castle Hook Partners LP48,545$2.12M0.03%new13F-HRTimeline
SIMPLEX TRADING, LLC48,172$2.11M0.06%new13F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…46,891$2.05M0.01%-2,55713F-HRTimelineGroup
IMC-Chicago, LLC46,714$2.04M0.04%-131,64913F-HRTimeline
Creative Planningin group Creative Planning45,390$1.98M<0.01%+17,43513F-HRTimelineGroup
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD44,699$1.95M0.01%+8,92513F-HRTimelineGroup
TCI Wealth Advisors, Inc.44,389$1.94M0.11%+11,06413F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …43,853$1.92M<0.01%-1,32313F-HRTimelineGroup
Manchester Capital Management LLC43,123$1.89M0.26%013F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC41,699$1.82M0.02%-5,08713F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.40,523$1.77M0.01%+26,52313F-HRTimelineGroup
Composition Wealth, LLC40,471$1.77M0.03%+2013F-HRTimeline
Sciencast Management LP39,950$1.75M0.24%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC37,708$1.65M<0.01%-10,93913F-HRTimelineGroup
Coastal Bridge Advisors, LLC37,688$1.65M0.12%-1,18213F-HRTimeline
ZACKS INVESTMENT MANAGEMENT36,446$1.59M0.01%-4,74513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA35,559$1.55M<0.01%-2,53413F-HRTimelineGroup
SCS Capital Management LLC35,140$1.54M0.02%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC34,858$1.52M0.03%+12,07713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.33,799$1.48M<0.01%-7,63513F-HRTimelineGroup
Sepio Capital, LP33,405$1.46M0.08%+28,00013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV45,167$1.46M<0.01%+13,20513F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding33,000$1.44M-547,044Timeline
Twin Tree Management, LP31,817$1.39M0.14%-23,55413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd30,520$1.33M0.04%+20,04613F-HRTimelineGroup
Falcon Wealth Planning30,365$1.33M0.11%-99613F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…30,211$1.32M<0.01%+3,32913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC28,145$1.23M<0.01%-3,84113F-HRTimelineGroup
LOS ANGELES CAPITAL MANAGEMENT LLC27,168$1.22M<0.01%+2,92413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC27,805$1.22M0.01%+12,46213F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND27,126$1.19M<0.01%013F-HRTimeline
Altshuler Shaham Ltd27,000$1.18M0.02%+17,35013F-HRTimeline
OMERS ADMINISTRATION Corp26,841$1.17M0.01%+3,64113F-HRTimeline
Intellectus Partners, LLC26,700$1.17M0.23%+1,25013F-HRTimeline
ExodusPoint Capital Management, LP25,756$1.13M0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC25,014$1.09M<0.01%-2,29613F-HRTimelineGroup
Cetera Investment Advisers24,854$1.09M<0.01%+8,87113F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM24,355$1.07M0.01%-98013F-HRTimeline
Gemmer Asset Management LLC24,018$1.05M0.08%-1,49513F-HRTimeline
BAILARD, INC.23,910$1.05M0.02%-14,50013F-HRTimeline
Handelsbanken Fonder AB23,800$1.04M<0.01%013F-HRTimeline
Main Management ETF Advisors, LLCin group Main Management ETF Advisors,…23,490$1.03M0.04%+24013F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC23,450$1.03M<0.01%+18,06813F-HRTimelineGroup
Police & Firemen's Retirement System of…23,145$1.01M0.01%-36913F-HRTimeline
Cambridge Investment Research Advisors,…22,858$1M<0.01%-13,28713F-HRTimeline
Simplicity Wealth,LLC21,579$944K0.06%-6,38813F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson21,481$939K<0.01%-3,10613F-HRTimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…21,350$934K<0.01%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.21,255$929K<0.01%+10,26513F-HRTimelineGroup
CAMPBELL NEWMAN ASSET MANAGEMENT INC21,045$920K0.07%-89813F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…21,003$918K0.03%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…20,304$888K0.06%+7,37513F-HRTimeline
Engineers Gate Manager LP20,110$879K0.01%-53,40313F-HRTimeline
ALGERT GLOBAL LLC19,787$865K0.01%-10,51013F-HR/ATimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management19,712$862K<0.01%-268,05213F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers18,984$830K<0.01%-5813F-HRTimelineGroup
KLP KAPITALFORVALTNING AS18,500$809K<0.01%+80013F-HRTimeline
SHELTON CAPITAL MANAGEMENT18,000$787K0.02%013F-HRTimeline
SBI Securities Co., Ltd.17,968$786K0.02%+95013F-HRTimeline
WMG Financial Advisors, LLC17,462$764K0.31%+1,60013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,316$757K<0.01%-1,07713F-HR/ATimelineGroup
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…17,189$752K0.18%new13F-HRTimelineGroup
Royal Fund Management, LLC16,740$732K0.07%-8,84313F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.16,531$723K0.01%+9,53113F-HRTimelineGroup
Leonteq Securities AG16,369$716K0.04%+7,01113F-HRTimeline
Odyssean, LLC16,011$700K0.5%13F-HRTimeline
ProShare Advisors LLC15,580$681K<0.01%+1,17813F-HRTimeline
Integrated Financial Solutions, Inc.15,510$678K0.48%+1,42513F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC15,249$667K<0.01%013F-HRTimelineGroup
Centiva Capital, LP15,187$664K0.04%new13F-HRTimeline
Caption Management, LLC15,000$656K0.03%013F-HRTimeline
Rare Wolf Capital LLC14,075$616K0.38%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP14,009$613K<0.01%+3,04413F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…13,915$609K<0.01%-96313F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…13,510$591K<0.01%+1,34913F-HRTimelineGroup
Advisors Asset Management, Inc.13,216$578K0.01%-10413F-HR/ATimeline
Janney Montgomery Scott LLC13,111$573K<0.01%+2,08413F-HRTimeline
PFG Investments, LLC12,900$564K0.03%+5,10013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO12,887$564K<0.01%-38,82713F-HRTimelineGroup
Fairbanks Capital Management, Inc.12,800$560K0.31%+2,00013F-HRTimeline
EMC Capital Management11,050$543K0.24%+1,20013F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP12,318$539K0.05%new13F-HRTimeline
Kera Capital Partners, Inc.13,515$530K0.07%-6,41113F-HRTimeline
FMR LLCin group FMR LLC12,002$525K<0.01%-1,94913F-HRTimelineGroup
Larson Financial Group LLC11,701$512K0.02%+6,65913F-HRTimeline
Capital Advantage, Inc.11,625$508K0.07%013F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD11,100$485K<0.01%-11,90013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,089$485K0.01%+1,98113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11,019$482K0.01%+7,40713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,719$469K<0.01%-1,37913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.10,282$450K0.01%-56613F-HRTimeline
TWO SIGMA SECURITIES, LLC10,068$440K0.06%+3,12013F-HRTimeline
Firsthand Capital Management, Inc.10,000$437K0.81%013F-HRTimeline
World Investment Advisors9,926$434K0.01%new13F-HR/ATimeline
Prime Capital Investment Advisors, LLC9,870$432K0.01%+12613F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC9,753$426K<0.01%+14713F-HRTimeline
NISA INVESTMENT ADVISORS, LLC9,745$426K<0.01%-1,00013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,644$422K<0.01%-2813F-HRTimelineGroup
NFSG Corp9,418$412K0.06%-2,13113F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC9,390$411K0.01%new13F-HRTimeline
Blueshift Asset Management, LLC9,376$410K0.12%-3,26813F-HRTimeline
CTC LLC9,295$406K0.04%-6,20013F-HRTimeline
Graham Capital Management, L.P.9,230$404K0.01%+1,55313F-HRTimeline
Portman Square Capital LLP9,100$398K0.07%013F-HRTimeline
Holocene Advisors, LP9,042$395K<0.01%new13F-HRTimeline
AMI ASSET MANAGEMENT CORP8,997$393K0.02%-9913F-HRTimeline
Foundations Investment Advisors, LLC8,889$389K0.01%new13F-HRTimeline