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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
VANGUARD GROUP INCgroup of 8 filers holding8,244,068$211M+8,231,729Timeline
BlackRock, Inc.in group BlackRock, Inc.7,403,079$190M<0.01%+314,31913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,975,059$102M0.01%-231,55613F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP3,280,110$84.1M0.09%+2,728,94213F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC2,124,078$54.5M<0.01%+55,56313F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP2,053,086$52.7M<0.01%+52,03313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,559,486$40M0.01%-93,13813F-HRTimelineGroup
Clear Street Group Inc.in group Clear Street Group Inc.1,555,206$39.9M0.22%-506,50813F-HRTimelineGroup
Halter Ferguson Financial Inc.1,467,360$37.6M8.32%+1,052,03913F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,272,286$32.6M0.01%+408,18413F-HRTimelineGroup
BAILLIE GIFFORD & COin group BAILLIE GIFFORD & CO1,108,295$28.4M0.03%+349,36613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,060,851$27.2M+261,282Timeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,022,780$26.2M0.01%+744,19013F-HRTimelineGroup
COATUE MANAGEMENT LLCin group COATUE MANAGEMENT LLC870,947$22.3M0.08%new13F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management869,416$22.3M0.04%+849,70413F-HRTimelineGroup
CAPITAL FUND MANAGEMENT S.A.846,779$21.7M0.19%+175,43413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC806,341$20.7M0.01%+242,69613F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP758,887$19.5M<0.01%+14,70113F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.756,060$19.4M0.03%+385,88113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC740,823$19M0.02%+552,33913F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC668,064$17.1M0.01%+449,31113F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co656,018$16.8M<0.01%-89,81813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC631,162$16.2M0.01%-474,59713F-HRTimelineGroup
KADENSA CAPITAL Ltd589,871$15.1M2.11%+68,88513F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC559,525$14.4M0.06%-446,60513F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC531,387$13.6M0.03%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/505,978$13M<0.01%-2,032,44813F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP373,455$9.58M0.01%+54,90813F-HRTimelineGroup
GC Wealth Management RIA, LLC344,646$8.84M0.37%+95,17213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC337,287$8.65M0.03%+1,10113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding326,106$8.36M-968,287Timeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC288,044$7.4M<0.01%+77,89913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp267,341$6.86M<0.01%-1,87313F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.267,076$6.85M0.01%-6,41113F-HRTimelineGroup
PEAK6 LLCin group PEAK6 LLC242,030$6.21M0.18%+154,41313F-HRTimelineGroup
Trexquant Investment LP226,197$5.8M0.04%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS216,523$5.55M<0.01%+156,46113F-HRTimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC215,345$5.52M0.02%-132,53613F-HRTimeline
Maxi Investments CY Ltd193,400$4.96M1.08%013F-HRTimeline
Nuveen, LLCin group TIAA188,344$4.83M<0.01%-1,28813F-HRTimelineGroup
SG Americas Securities, LLC183,637$4.71M0.01%-902,21413F-HRTimeline
Connor, Clark & Lunn Investment Managem…180,606$4.63M0.01%-670,23313F-HRTimeline
Swiss National Bank173,200$4.44M<0.01%+2,40013F-HRTimeline
ALLIANCEBERNSTEIN L.P.99,991$4.37M<0.01%+1,18113F-HRTimeline
Qube Research & Technologies Ltd167,379$4.29M0.01%+39,18013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN161,770$4.15M<0.01%-48,39413F-HR/ATimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA150,475$3.86M0.01%+8,91713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO152,062$3.68M<0.01%-258,54613F-HR/ATimelineGroup
Holocene Advisors, LP134,934$3.46M0.01%+125,89213F-HRTimeline
Marex Group Ltdin group Marex Group Ltd116,308$2.98M0.03%-1,062,68913F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding115,261$2.96M-1,111,263Timeline
Banco Santander, S.A.in group Banco Santander, S.A.109,300$2.8M0.02%+68,77713F-HRTimelineGroup
RHUMBLINE ADVISERS108,065$2.77M<0.01%-94513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.107,290$2.75M<0.01%+16,30313F-HRTimelineGroup
Quantbot Technologies LP106,086$2.72M0.11%+35,77613F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …105,393$2.7M<0.01%-4,24313F-HRTimelineGroup
Quantinno Capital Management LP103,860$2.66M<0.01%+24,49213F-HRTimeline
Neo Ivy Capital Management102,953$2.64M0.7%-37,32213F-HRTimeline
LPL Financial LLC100,871$2.59M<0.01%-5,81013F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…100,693$2.58M<0.01%+17,67513F-HRTimeline
Man Group plcin group Man Group plc100,192$2.57M0.01%+29,95713F-HRTimelineGroup
PDT Partners, LLC100,041$2.57M0.15%013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/97,604$2.5M<0.01%+17,22513F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A97,272$2.5M0.01%-18,52913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC93,020$2.39M<0.01%-54213F-HRTimelineGroup
Divisadero Street Capital Management, LPin group Divisadero Street Capital Man…89,589$2.3M0.11%-280,41113F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC86,669$2.22M<0.01%+26,36013F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich83,941$2.15M0.01%+2,35413F-HRTimeline
HRT FINANCIAL LP83,447$2.14M0.01%new13F-HRTimeline
ALGERT GLOBAL LLC81,800$2.1M0.03%+62,01313F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/81,488$2.09M<0.01%-9,16413F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\80,987$2.08M<0.01%+6,98413F-HRTimelineGroup
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …83,501$2.06M<0.01%-4,44213F-HRTimelineGroup
Headlands Technologies LLC79,501$2.04M0.23%new13F-HRTimeline
CONGRESS ASSET MANAGEMENT CO76,407$1.96M0.01%new13F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd75,900$1.95M0.07%new13F-HRTimelineGroup
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …70,797$1.82M<0.01%+20,41513F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc69,694$1.79M<0.01%-14,55113F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…69,342$1.78M0.02%new13F-HRTimelineGroup
Private Advisor Group, LLC68,054$1.75M0.01%-3,26913F-HRTimeline
Schonfeld Strategic Advisors LLC67,525$1.73M0.01%-152,52613F-HRTimeline
MML INVESTORS SERVICES, LLC63,435$1.63M<0.01%-12,25513F-HRTimeline
SummitTX Capital, L.P.59,503$1.53M0.05%-25,72013F-HRTimeline
Havemeyer Place LP59,216$1.52M0.18%new13F-HRTimeline
IMC-Chicago, LLC54,840$1.41M0.02%+8,12613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC54,168$1.39M<0.01%+1,78913F-HRTimeline
Creative Planningin group Creative Planning53,914$1.38M<0.01%+8,52413F-HRTimelineGroup
Walleye Capital LLCgroup of 2 filers holding53,053$1.36M-195,686Timeline
Liontrust Investment Partners LLP52,013$1.33M0.02%-19,51113F-HR/ATimeline
Engineers Gate Manager LP48,714$1.25M0.02%+28,60413F-HRTimeline
TCI Wealth Advisors, Inc.48,389$1.24M0.07%+4,00013F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…47,530$1.22M0.01%+63913F-HRTimelineGroup
DARK FOREST CAPITAL MANAGEMENT LP45,836$1.18M0.1%-38,24413F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD45,062$1.16M0.01%+36313F-HRTimelineGroup
Manchester Capital Management LLC44,934$1.15M0.17%+1,81113F-HRTimeline
GSA CAPITAL PARTNERS LLP44,760$1.15M0.07%+37,92013F-HRTimeline
GMT Capital Corp42,000$1.08M0.05%new13F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …41,047$1.05M<0.01%-2,80613F-HRTimelineGroup
Composition Wealth, LLC38,218$980K0.01%-2,25313F-HRTimeline
Altshuler Shaham Ltd37,800$970K0.02%+10,80013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP38,276$948K<0.01%+24,26713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC36,899$946K<0.01%+11,88513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV36,803$944K<0.01%-8,36413F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.36,143$927K0.01%+19,61213F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP35,991$923K<0.01%new13F-HRTimelineGroup
Odyssean, LLC35,883$920K0.34%+19,87213F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…35,711$916K<0.01%+5,50013F-HRTimeline
Coastal Bridge Advisors, LLC35,688$915K0.06%-2,00013F-HRTimeline
SCS Capital Management LLC35,140$901K0.01%013F-HRTimeline
Sepio Capital, LP33,405$857K0.05%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC30,910$793K0.01%-3,94813F-HRTimelineGroup
Falcon Wealth Planning30,105$772K0.05%-26013F-HRTimeline
Caption Management, LLC30,000$770K0.04%+15,00013F-HRTimeline
Rare Wolf Capital LLC29,277$751K0.49%+15,20213F-HRTimeline
REX Advisers, LLC28,300$726K4.24%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.27,587$708K<0.01%-6,21213F-HRTimelineGroup
Intellectus Partners, LLC27,250$699K0.14%+55013F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND27,126$696K<0.01%013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP26,700$685K0.01%new13F-HRTimelineGroup
Centiva Capital, LP26,180$672K0.03%+10,99313F-HRTimeline
Cetera Investment Advisers26,062$668K<0.01%+1,20813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…26,059$661K0.05%+5,75513F-HRTimeline
WMG Financial Advisors, LLC25,727$660K0.28%+8,26513F-HRTimeline
Gemmer Asset Management LLC25,393$651K0.05%+1,37513F-HRTimeline
Bridgefront Capital, LLC25,038$642K0.16%new13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.24,935$640K<0.01%+3,68013F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson24,722$634K<0.01%+3,24113F-HR/ATimelineGroup
Jain Global LLC24,542$630K0.01%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers24,119$619K<0.01%+5,13513F-HRTimelineGroup
ARIZONA STATE RETIREMENT SYSTEM24,050$617K<0.01%-30513F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC24,014$616K0.01%-17,68513F-HRTimeline
BAILARD, INC.23,910$613K0.01%013F-HRTimeline
Handelsbanken Fonder AB23,800$610K<0.01%013F-HRTimeline
Police & Firemen's Retirement System of…23,145$594K0.01%013F-HRTimeline
Kera Capital Partners, Inc.22,947$589K0.07%+9,43213F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…21,350$548K<0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC21,291$546K<0.01%-6,85413F-HRTimelineGroup
Brooklyn Investment Group20,339$522K0.02%new13F-HRTimeline
Gator Capital Management, LLC20,000$513K0.11%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC19,781$507K<0.01%-17,92713F-HR/ATimelineGroup
Leonteq Securities AG19,510$500K0.03%+3,14113F-HRTimeline
KLP KAPITALFORVALTNING AS19,300$495K<0.01%+80013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC18,763$481K<0.01%-9,04213F-HRTimelineGroup
Janney Montgomery Scott LLC18,643$478K<0.01%+5,53213F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD18,300$469K<0.01%+7,20013F-HRTimeline
Simplicity Wealth,LLC18,209$467K0.03%-3,37013F-HRTimeline
SHELTON CAPITAL MANAGEMENT18,000$462K0.01%013F-HRTimeline
SBI Securities Co., Ltd.17,751$455K0.01%-21713F-HRTimeline
Aigen Investment Management, LP16,471$422K0.11%+8,98613F-HRTimeline
Prospera Financial Services Inc15,978$410K0.01%+8,09813F-HRTimeline
Royal Fund Management, LLC15,840$406K0.04%-90013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…15,629$401K<0.01%+1,71413F-HRTimelineGroup
Kercheville Advisors, LLC15,000$385K0.12%+10,00013F-HRTimeline
Entropy Technologies, LP14,958$384K0.02%new13F-HRTimeline
Catalyst Funds Management Pty Ltd14,800$380K0.06%new13F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC14,791$379K<0.01%-45813F-HRTimelineGroup
FMR LLCin group FMR LLC14,736$378K<0.01%+2,73413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,595$374K<0.01%-2,72113F-HRTimelineGroup
Atom Investors LP14,546$373K0.03%-38,14813F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…14,528$373K<0.01%+1,01813F-HRTimelineGroup
Integrated Financial Solutions, Inc.14,510$372K0.26%-1,00013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC13,630$350K<0.01%+8,28513F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL13,507$346K<0.01%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO13,410$344K<0.01%+52313F-HRTimelineGroup
PFG Investments, LLC12,900$331K0.02%013F-HRTimeline
Fairbanks Capital Management, Inc.12,800$328K0.21%013F-HRTimeline
Graham Capital Management, L.P.12,617$324K0.01%+3,38713F-HRTimeline
ProShare Advisors LLC12,495$320K<0.01%-3,08513F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.12,312$316K<0.01%+3,83013F-HRTimelineGroup
Cambridge Investment Research Advisors,…11,897$305K<0.01%-10,96113F-HRTimeline
Portman Square Capital LLP11,810$303K0.05%+2,71013F-HRTimeline
Capital Advantage, Inc.11,625$298K0.04%013F-HRTimeline
Advisors Asset Management, Inc.11,486$295K<0.01%-1,73013F-HRTimeline
World Investment Advisors11,184$287K<0.01%+1,25813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,009$282K0.01%-8013F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\10,313$265K<0.01%+66913F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC9,850$253K0.02%+2,10813F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC9,778$251K<0.01%+2513F-HRTimeline
nVerses Capital, LLC9,383$241K0.22%new13F-HRTimeline
Galvin, Gaustad & Stein, LLC9,217$236K0.02%new13F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …9,123$234K<0.01%+35813F-HRTimelineGroup
Prime Capital Investment Advisors, LLC8,953$230K<0.01%-91713F-HRTimeline
AMI ASSET MANAGEMENT CORP8,787$225K0.01%-21013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,738$224K0.01%-2,28113F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD8,559$220K<0.01%+3,86113F-HRTimeline
Beacon Pointe Advisors, LLC8,401$215K<0.01%-30013F-HRTimeline
Aquatic Capital Management LLC8,347$214K0.01%-69,24013F-HRTimeline
NLB Skladi, upravljanje premozenja, d.o…8,232$211K0.01%013F-HRTimeline
NFSG Corp8,085$207K0.03%-1,33313F-HRTimeline
XPONANCE LLC8,084$207K<0.01%+1,31513F-HRTimeline
Strategic Family Wealth Counselors, L.L…8,021$206K0.05%+2913F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC7,946$204K<0.01%-19,22213F-HRTimeline
EP Wealth Advisors, LLC7,879$202K<0.01%new13F-HRTimeline
HUB Investment Partners, LLC7,838$201K<0.01%+2,83613F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…7,037$180K0.01%013F-HRTimelineGroup
State of Wyoming6,901$177K0.02%+67413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,512$167K<0.01%-29,04713F-HRTimelineGroup
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…6,334$162K<0.01%-11613F-HRTimelineGroup
Caitong International Asset Management …6,325$162K0.03%+3,45013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…5,524$142K<0.01%013F-HRTimeline