UPST UPSTART HLDGS INC
FollowSTOK (common), issuer CIK 1647639
Filings received so far for Q3 2026: 11 13F filers report a position in UPST shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 4,307 | $99K | <0.01% | +881 | 13F-HRTimeline |
| GAMMA Investing LLC | 2,350 | $54K | <0.01% | +176 | 13F-HRTimeline |
| Versant Capital Management, Inc | 1,124 | $25.8K | <0.01% | -1,781 | 13F-HRTimeline |
| Rosenberg Matthew Hamilton | 300 | $6.9K | <0.01% | 0 | 13F-HRTimeline |
| MassMutual Private Wealth & Trust, FSB | 204 | $4.69K | <0.01% | 0 | 13F-HRTimeline |
| GK Wealth Management LLC | 100 | $2.3K | <0.01% | new | 13F-HRTimeline |
| ELEVATION WEALTH PARTNERS, LLC | 41 | $943 | <0.01% | new | 13F-HRTimeline |
| Retirement Wealth Solutions LLC | 34 | $782 | <0.01% | +5 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 20 | $460 | <0.01% | -190 | 13F-HRTimeline |
| Planning Strategies Inc. | 18 | $414 | <0.01% | +10 | 13F-HRTimeline |
| Investors Research Corp | 4 | $92 | <0.01% | 0 | 13F-HRTimeline |