Upstart Holdings, Inc. (UPST) — Institutional Holders, Q2 2026

399 institutional investment managers reported a UPST position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← UPST stock profile

UPST in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

122

Trimmed

Sold out

Biggest buyers

BANK OF AMERICAAdded · +1,006,378 sh+$35.7M
GOLDMAN SACHS GROUPAdded · +835,736 sh+$29.6M
FMRAdded · +691,812 sh+$24.5M
UBS Group AGAdded · +621,569 sh+$22.0M
SUSQUEHANNA INTERNATIONAL GROUP, LLPAdded · +594,147 sh+$21.1M

Biggest sellers

MORGAN STANLEYTrimmed · -1,560,347 sh-$55.3M
MARSHALL WACE, LLPTrimmed · -909,420 sh-$32.2M
JANE STREET GROUPTrimmed · -715,057 sh-$25.3M
KADENSA CAPITAL LtdSold out · -589,871 sh-$20.9M
GC Wealth Management RIASold out · -344,646 sh-$12.2M

UPST 13F holders ranked 1–100 of 399

Institutional investors reporting a position in Upstart Holdings, Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	LINDEN ADVISORS#1 · 304,447,000 sh	304,447,000	$307.7M	1.59%	+0.5%
2	BlackRock#2 · 26,389,717 sh	26,389,717	$297.1M	<0.01%	+16.4%
3	VANGUARD PORTFOLIO MANAGEMENT#3 · 3,739,758 sh	3,739,758	$132.5M	<0.01%	-0.1%
4	VANGUARD CAPITAL MANAGEMENT#4 · 3,698,553 sh	3,698,553	$131.0M	<0.01%	-1.4%
5	WHITEBOX ADVISORS#5 · 114,515,000 sh	114,515,000	$108.1M	1.41%	-14.0%
6	STATE STREET#6 · 25,945,467 sh	25,945,467	$98.4M	<0.01%	+13.9%
7	MORGAN STANLEY#7 · 2,414,712 sh	2,414,712	$85.6M	<0.01%	-42.3%
8	D. E. Shaw#8 · 84,244,000 sh	84,244,000	$85.4M	0.04%	+9.4%
9	GOLDMAN SACHS GROUP#9 · 2,745,222 sh	2,745,222	$85.3M	<0.01%	+18.2%
10	MARSHALL WACE, LLP#10 · 2,370,690 sh	2,370,690	$84.0M	0.07%	-27.7%
11	GEODE CAPITAL MANAGEMENT#11 · 2,228,631 sh	2,228,631	$79.0M	<0.01%	+4.9%
12	Clear Street Group#12 · 1,829,063 sh	1,829,063	$64.8M	0.16%	+17.6%
13	BANK OF AMERICA#13 · 13,235,356 sh	13,235,356	$63.4M	<0.01%	+21.0%
14	Halter Ferguson Financial#14 · 1,748,119 sh	1,748,119	$61.9M	—	+19.1%
15	UBS Group AG#15 · 3,003,436 sh	3,003,436	$54.5M	<0.01%	+26.1%
16	MILLENNIUM MANAGEMENT#16 · 29,189,847 sh	29,189,847	$52.0M	0.02%	+29.2%
17	CITIGROUP#17 · 1,135,682 sh	1,135,682	$40.2M	0.01%	+7.5%
18	BARCLAYS PLC#18 · 1,128,975 sh	1,128,975	$40.0M	<0.01%	-11.3%
19	AQR Arbitrage#19 · 48,750,000 sh	48,750,000	$40.0M	0.57%	+26.0%
20	BAILLIE GIFFORD#20 · 1,083,157 sh	1,083,157	$38.4M	0.03%	-2.3%
21	DIMENSIONAL FUND ADVISORS#21 · 1,059,769 sh	1,059,769	$37.5M	<0.01%	+3.6%
22	FMR#22 · 10,947,548 sh	10,947,548	$34.9M	<0.01%	+5.8%
23	CITADEL ADVISORS#23 · 955,585 sh	955,585	$33.9M	<0.01%	-93.5%
24	SUSQUEHANNA INTERNATIONAL GROUP, LLP#24 · 920,253 sh	920,253	$32.6M	<0.01%	+182.2%
25	Point72 Asset Management, L.P.#25 · 885,159 sh	885,159	$31.4M	0.03%	+17.1%
26	COATUE MANAGEMENT#26 · 870,947 sh	870,947	$30.9M	0.06%	0.0%
27	ADVENT CAPITAL MANAGEMENT#27 · 28,098,000 sh	28,098,000	$29.3M	0.66%	+29.9%
28	CAPITAL FUND MANAGEMENT S.A.#28 · 800,994 sh	800,994	$28.4M	0.13%	-5.4%
29	NORTHERN#29 · 785,102 sh	785,102	$27.8M	<0.01%	+3.5%
30	CHARLES SCHWAB INVESTMENT MANAGEMENT#30 · 765,281 sh	765,281	$27.1M	<0.01%	+16.7%
31	Mirabaud Asset Management (France) SAS#31 · 21,500,000 sh	21,500,000	$24.5M	11.03%	+94.6%
32	VANGUARD FIDUCIARY#32 · 603,257 sh	603,257	$21.4M	<0.01%	+1.0%
33	MACKAY SHIELDS#33 · 25,168,000 sh	25,168,000	$20.6M	—	0.0%
34	BALYASNY ASSET MANAGEMENT L.P.#34 · 556,759 sh	556,759	$19.7M	0.02%	-36.0%
35	SG Americas Securities#35 · 175,741 sh	175,741	$19.0M	0.01%	-50.3%
36	Nuveen#36 · 10,229,547 sh	10,229,547	$17.6M	<0.01%	+6.0%
37	BNP PARIBAS FINANCIAL MARKETS#37 · 10,623,584 sh	10,623,584	$16.8M	<0.01%	-44.5%
38	HRT FINANCIAL#38 · 592,172 sh	592,172	$16.2M	0.04%	+182.1%
39	Walleye Capital#39 · 449,131 sh	449,131	$15.9M	0.06%	+3701.4%
40	LEUCADIA NATIONAL#40 · 13,870,206 sh	13,870,206	$14.1M	0.09%	+27.6%
41	ARISTEIA CAPITAL, L.L.C.#41 · 12,000,000 sh	12,000,000	$13.7M	0.18%	0.0%
42	FIRST ADVISORS#42 · 379,056 sh	379,056	$13.4M	<0.01%	+1.5%
43	Pathstone#43 · 335,278 sh	335,278	$11.9M	0.03%	-0.6%
44	Squarepoint Ops#44 · 330,114 sh	330,114	$11.7M	0.01%	-37.9%
45	FRED ALGER MANAGEMENT#45 · 303,325 sh	303,325	$10.7M	0.04%	-45.8%
46	Universal- Beteiligungs- und Servicegesellschaft mbH#46 · 8,079,260 sh	8,079,260	$10.3M	0.02%	+16.1%
47	Hidden Lake Asset Management#47 · 281,614 sh	281,614	$10.0M	3.00%	New
48	K2 PRINCIPAL FUND, L.P.#48 · 10,000 sh	10,000	$9.9M	0.73%	0.0%
49	Bank of New York Mellon#49 · 273,245 sh	273,245	$9.7M	<0.01%	+2.2%
50	PIPER SANDLER#50 · 9,206,000 sh	9,206,000	$9.1M	6.72%	+2.8%
51	SHENKMAN CAPITAL MANAGEMENT#51 · 10,553,000 sh	10,553,000	$8.8M	1.22%	+111.1%
52	Alberta Investment Management#52 · 238,800 sh	238,800	$8.5M	0.05%	New
53	OAKTREE CAPITAL MANAGEMENT#53 · 8,312,000 sh	8,312,000	$8.3M	0.11%	+70.7%
54	HSBC PLC#54 · 199,978 sh	199,978	$7.2M	<0.01%	-30.6%
55	Invesco Ltd.#55 · 2,614,816 sh	2,614,816	$6.9M	<0.01%	+0.3%
56	IMC-Chicago#56 · 194,041 sh	194,041	$6.9M	<0.01%	+253.8%
57	Maxi Investments CY Ltd#57 · 193,400 sh	193,400	$6.9M	—	0.0%
58	TWO SIGMA INVESTMENTS#58 · 5,512,500 sh	5,512,500	$6.7M	<0.01%	+9.5%
59	JPMORGAN CHASE#59 · 2,341,448 sh	2,341,448	$6.6M	<0.01%	+1.0%
60	WELLS FARGO & COMPANY#60 · 180,219 sh	180,219	$6.4M	<0.01%	+11.4%
61	Swiss National Bank#61 · 166,600 sh	166,600	$5.9M	<0.01%	-3.8%
62	PALISADE CAPITAL MANAGEMENT#62 · 5,861,000 sh	5,861,000	$5.8M	0.25%	0.0%
63	Gator Capital Management#63 · 161,490 sh	161,490	$5.7M	1.20%	+707.4%
64	Quantinno Capital Management#64 · 149,415 sh	149,415	$5.3M	<0.01%	+43.9%
65	Russell Investments Group, Ltd.#65 · 3,875,519 sh	3,875,519	$5.1M	<0.01%	+74.3%
66	CREDIT AGRICOLE S A#66 · 142,075 sh	142,075	$5.0M	0.01%	+46.1%
67	LPL Financial#67 · 141,638 sh	141,638	$5.0M	<0.01%	+40.4%
68	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#68 · 138,692 sh	138,692	$4.9M	<0.01%	-22.5%
69	LORD, ABBETT#69 · 4,250,000 sh	4,250,000	$4.9M	0.01%	New
70	RAYMOND JAMES FINANCIAL#70 · 133,840 sh	133,840	$4.7M	<0.01%	+28.7%
71	Nykredit A/S#71 · 4,003,484 sh	4,003,484	$4.7M	0.01%	—
72	MIRAE ASSET GLOBAL ETFS Ltd.#72 · 120,137 sh	120,137	$4.3M	<0.01%	+4.5%
73	BANK OF NOVA SCOTIA#73 · 119,894 sh	119,894	$4.2M	<0.01%	-20.3%
74	PRICE T ROWE ASSOCIATES#74 · 118,603 sh	118,603	$4.2M	<0.01%	+21.5%
75	Schonfeld Strategic Advisors#75 · 114,975 sh	114,975	$4.1M	0.01%	+70.3%
76	Headlands Technologies#76 · 113,300 sh	113,300	$4.0M	0.43%	+42.5%
77	RHUMBLINE ADVISERS#77 · 110,510 sh	110,510	$3.9M	<0.01%	+2.3%
78	AQR CAPITAL MANAGEMENT#78 · 110,446 sh	110,446	$3.9M	<0.01%	+27.4%
79	MML INVESTORS SERVICES#79 · 106,965 sh	106,965	$3.8M	<0.01%	+68.6%
80	ZAZOVE ASSOCIATES#80 · 4,500,000 sh	4,500,000	$3.7M	0.30%	+80.0%
81	STATE OF WISCONSIN INVESTMENT BOARD#81 · 4,011,127 sh	4,011,127	$3.7M	<0.01%	+33.3%
82	BLUE JEAN FINANCIAL#82 · 103,049 sh	103,049	$3.7M	—	New
83	Walleye Trading#83 · 101,926 sh	101,926	$3.6M	<0.01%	+147.2%
84	TORONTO DOMINION BANK#84 · 3,646,011 sh	3,646,011	$3.6M	<0.01%	-44.8%
85	BNP Paribas Asset Management Holding S.A.#85 · 95,836 sh	95,836	$3.4M	<0.01%	-9.1%
86	DEUTSCHE BANK AG\#86 · 95,554 sh	95,554	$3.4M	<0.01%	+18.0%
87	NORGES BANK#87 · 93,959 sh	93,959	$3.3M	<0.01%	—
88	Banco Santander, S.A.#88 · 92,280 sh	92,280	$3.3M	0.02%	-15.6%
89	BANK OF MONTREAL#89 · 88,698 sh	88,698	$3.1M	<0.01%	+8.8%
90	Creative Planning#90 · 88,554 sh	88,554	$3.1M	<0.01%	+64.3%
91	Man Group plc#91 · 1,013,239 sh	1,013,239	$3.1M	<0.01%	-64.1%
92	VANGUARD ASSET MANAGEMENT, Ltd#92 · 86,987 sh	86,987	$3.1M	<0.01%	+9.2%
93	Bank Julius Baer & Ltd, Zurich#93 · 85,480 sh	85,480	$3.0M	<0.01%	+1.8%
94	Edgestream Partners, L.P.#94 · 82,146 sh	82,146	$2.9M	0.09%	New
95	OFI INVEST ASSET MANAGEMENT#95 · 4,000,000 sh	4,000,000	$2.9M	0.03%	0.0%
96	Odyssean#96 · 80,393 sh	80,393	$2.8M	0.46%	+124.0%
97	Trexquant Investment#97 · 79,739 sh	79,739	$2.8M	0.02%	-64.7%
98	Private Advisor Group#98 · 77,236 sh	77,236	$2.7M	0.01%	+13.5%
99	Brevan Howard Capital Management#99 · 76,908 sh	76,908	$2.7M	0.02%	+10.9%
100	Quadrature Capital Ltd#100 · 76,342 sh	76,342	$2.7M	0.02%	New

Funds that sold out of UPST in Q2 2026 (44)

Held UPST at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held UPST in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
KADENSA CAPITAL Ltd589,871 sh	589,871	$15.1M
GC Wealth Management RIA344,646 sh	344,646	$8.8M
D. E. Shaw267,076 sh	267,076	$6.9M
VOLORIDGE INVESTMENT MANAGEMENT215,345 sh	215,345	$5.5M
Connor, Clark & Lunn Investment Management Ltd.180,606 sh	180,606	$4.6M
Qube Research & Technologies Ltd167,379 sh	167,379	$4.3M
Liontrust Investment Partners LLP71,524 sh	71,524	$3.1M
Neo Ivy Capital Management102,953 sh	102,953	$2.6M
PDT Partners100,041 sh	100,041	$2.6M
NORDEA INVESTMENT MANAGEMENT AB83,501 sh	83,501	$2.1M
CONGRESS ASSET MANAGEMENT76,407 sh	76,407	$2.0M
REX Advisers28,300 sh	28,300	$725.9K
Bridgefront Capital25,038 sh	25,038	$642.2K
AIGEN INVESTMENT MANAGEMENT16,471 sh	16,471	$422.5K
Catalyst Funds Management Pty Ltd14,800 sh	14,800	$379.6K
Atom Investors14,546 sh	14,546	$373.1K
Integrated Financial Solutions14,510 sh	14,510	$372.2K
TUDOR INVESTMENT ET AL13,507 sh	13,507	$346.5K
Graham Capital Management, L.P.12,617 sh	12,617	$323.6K
Advisors Asset Management11,486 sh	11,486	$294.6K
nVerses Capital9,383 sh	9,383	$240.7K
ACADIAN ASSET MANAGEMENT3,399 sh	3,399	$87.0K
QUADRANT CAPITAL GROUP2,270 sh	2,270	$78.1K
TWIN PEAKS WEALTH ADVISORS2,605 sh	2,605	$66.8K
Western Wealth Management2,052 sh	2,052	$52.6K
BROADWATER CAPITAL MANAGEMENT200 sh	200	$8.7K
Root Financial Partners329 sh	329	$8.4K
Sound Income Strategies200 sh	200	$5.1K
MAI Capital Management137 sh	137	$3.5K
Golden State Equity Partners135 sh	135	$3.5K
Hanson & Doremus Investment Management125 sh	125	$3.0K
Rossby Financial, LCC100 sh	100	$2.5K
GILL CAPITAL PARTNERS90 sh	90	$2.3K
Centerpoint Advisors75 sh	75	$2.0K
Vanguard National68 sh	68	$1.7K
Financial Freedom50 sh	50	$1.3K
YANKCOM Partnership48 sh	48	$1.2K
CULLEN/FROST BANKERS37 sh	37	$949.00
Kohmann Bosshard Financial Services34 sh	34	$873.00
Missouri & Investment22 sh	22	$564.00
Silicon Valley Capital Partners10 sh	10	$257.00
CURIO WEALTH6 sh	6	$154.00
MBM WEALTH CONSULTANTS5 sh	5	$128.00
Dunhill Financial1 sh	1	$47.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.