Upstart Holdings, Inc. (UPST) — Institutional Holders, Q2 2026 (page 2)
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 101 to 200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
UPST 13F holders ranked 101–200 of 399
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | ExodusPoint Capital Management#101 · 75,579 sh | 75,579 | $2.7M | 0.02% | New |
| 102 | Legal & General Group Plc#102 · 73,072 sh | 73,072 | $2.6M | <0.01% | +4.8% |
| 103 | PEAK6#103 · 72,871 sh | 72,871 | $2.6M | <0.01% | -69.9% |
| 104 | ALLIANCEBERNSTEIN L.P.#104 · 100,007 sh | 100,007 | $2.6M | <0.01% | 0.0% |
| 105 | Marex Group plc#105 · 70,214 sh | 70,214 | $2.5M | 0.01% | -39.6% |
| 106 | Lighthouse Investment Partners#106 · 69,043 sh | 69,043 | $2.4M | 0.07% | New |
| 107 | Divisadero Street Capital Management#107 · 67,461 sh | 67,461 | $2.4M | 0.05% | -24.7% |
| 108 | CenterBook Partners#108 · 67,318 sh | 67,318 | $2.4M | 0.12% | New |
| 109 | SCHRODER INVESTMENT MANAGEMENT GROUP#109 · 2,025,756 sh | 2,025,756 | $2.3M | <0.01% | 0.0% |
| 110 | Aquatic Capital Management#110 · 64,545 sh | 64,545 | $2.3M | 0.08% | +673.3% |
| 111 | Manchester Capital Management#111 · 63,072 sh | 63,072 | $2.2M | — | +40.4% |
| 112 | Corient Private Wealth#112 · 58,528 sh | 58,528 | $2.1M | <0.01% | New |
| 113 | COMMONWEALTH EQUITY SERVICES#113 · 58,145 sh | 58,145 | $2.1M | <0.01% | +7.3% |
| 114 | DeepCurrents Investment Group#114 · 2,000,000 sh | 2,000,000 | $2.0M | 0.06% | 0.0% |
| 115 | Holocene Advisors#115 · 54,553 sh | 54,553 | $1.9M | <0.01% | -59.6% |
| 116 | TCI Wealth Advisors#116 · 52,706 sh | 52,706 | $1.9M | 0.08% | +8.9% |
| 117 | ROYAL BANK OF CANADA#117 · 1,437,029 sh | 1,437,029 | $1.9M | <0.01% | -23.7% |
| 118 | GSA CAPITAL PARTNERS LLP#118 · 50,765 sh | 50,765 | $1.8M | 0.11% | +13.4% |
| 119 | MetLife Investment Management#119 · 50,045 sh | 50,045 | $1.8M | <0.01% | +5.3% |
| 120 | Zurcher Kantonalbank (Zurich Cantonalbank)#120 · 635,711 sh | 635,711 | $1.7M | <0.01% | 0.0% |
| 121 | SummitTX Capital, L.P.#121 · 48,844 sh | 48,844 | $1.7M | 0.04% | -17.9% |
| 122 | Mariner#122 · 46,970 sh | 46,970 | $1.7M | <0.01% | +27.3% |
| 123 | Entropy Technologies#123 · 45,451 sh | 45,451 | $1.6M | 0.06% | +203.9% |
| 124 | Havemeyer Place#124 · 45,013 sh | 45,013 | $1.6M | 0.16% | -24.0% |
| 125 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#125 · 43,957 sh | 43,957 | $1.6M | <0.01% | +7.1% |
| 126 | ALGERT GLOBAL#126 · 42,040 sh | 42,040 | $1.5M | 0.02% | -48.6% |
| 127 | GMT CAPITAL#127 · 42,000 sh | 42,000 | $1.5M | 0.08% | 0.0% |
| 128 | AMERIPRISE FINANCIAL#128 · 40,369 sh | 40,369 | $1.4M | <0.01% | +104.1% |
| 129 | JANE STREET GROUP#129 · 525,766 sh | 525,766 | $1.4M | <0.01% | -76.5% |
| 130 | Centiva Capital#130 · 31,038 sh | 31,038 | $1.4M | 0.01% | +2.8% |
| 131 | JONES FINANCIAL COMPANIES LLLP#131 · 40,997 sh | 40,997 | $1.4M | <0.01% | +7.1% |
| 132 | Miracle Mile Advisors#132 · 38,194 sh | 38,194 | $1.4M | 0.02% | -0.1% |
| 133 | Janney Montgomery Scott#133 · 38,093 sh | 38,093 | $1.4M | <0.01% | +104.3% |
| 134 | MERCER GLOBAL ADVISORS#134 · 37,897 sh | 37,897 | $1.3M | <0.01% | +3.0% |
| 135 | State of New Jersey Common Pension Fund D#135 · 37,587 sh | 37,587 | $1.3M | <0.01% | New |
| 136 | Kestra Advisory Services#136 · 36,838 sh | 36,838 | $1.3M | <0.01% | +96.3% |
| 137 | Jupiter Topco#137 · 36,427 sh | 36,427 | $1.3M | <0.01% | — |
| 138 | XTX Topco Ltd#138 · 36,313 sh | 36,313 | $1.3M | 0.02% | New |
| 139 | Coastal Bridge Advisors#139 · 35,688 sh | 35,688 | $1.3M | 0.08% | 0.0% |
| 140 | SCS Capital Management#140 · 35,000 sh | 35,000 | $1.2M | 0.01% | -0.4% |
| 141 | LuminArx Capital Management#141 · 1,500,000 sh | 1,500,000 | $1.2M | 0.55% | -25.0% |
| 142 | Vanguard Global Advisers#142 · 33,719 sh | 33,719 | $1.2M | <0.01% | -5.2% |
| 143 | Kera Capital Partners#143 · 33,480 sh | 33,480 | $1.2M | 0.11% | +45.9% |
| 144 | Quantbot Technologies#144 · 32,631 sh | 32,631 | $1.2M | 0.05% | -69.2% |
| 145 | Apollon Wealth Management#145 · 31,968 sh | 31,968 | $1.1M | — | +3.4% |
| 146 | Cetera Investment Advisers#146 · 30,258 sh | 30,258 | $1.1M | <0.01% | +16.1% |
| 147 | NEW YORK STATE COMMON RETIREMENT FUND#147 · 30,226 sh | 30,226 | $1.1M | <0.01% | +11.4% |
| 148 | Falcon Wealth Planning#148 · 30,067 sh | 30,067 | $1.1M | 0.07% | -0.1% |
| 149 | Gemmer Asset Management#149 · 29,707 sh | 29,707 | $1.1M | — | +17.0% |
| 150 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#150 · 28,120 sh | 28,120 | $1.0M | 0.06% | +7.9% |
| 151 | Qsemble Capital Management#151 · 28,317 sh | 28,317 | $1.0M | 0.13% | New |
| 152 | Handelsbanken Fonder AB#152 · 27,700 sh | 27,700 | $981.0K | <0.01% | +16.4% |
| 153 | Intellectus Partners#153 · 27,250 sh | 27,250 | $965.5K | 0.17% | 0.0% |
| 154 | Polymer Capital Management (US)#154 · 26,590 sh | 26,590 | $942.1K | 0.12% | New |
| 155 | GROUP ONE TRADING, L.P.#155 · 26,371 sh | 26,371 | $934.3K | <0.01% | New |
| 156 | Perigon Wealth Management#156 · 26,276 sh | 26,276 | $931.0K | — | New |
| 157 | Rare Wolf Capital#157 · 25,925 sh | 25,925 | $918.5K | — | -11.4% |
| 158 | NATIXIS ADVISORS#158 · 25,901 sh | 25,901 | $917.0K | <0.01% | +7.4% |
| 159 | OSAIC#159 · 25,795 sh | 25,795 | $913.9K | <0.01% | -6.5% |
| 160 | NOMURA#160 · 25,536 sh | 25,536 | $904.7K | <0.01% | -43.3% |
| 161 | Altshuler Shaham Ltd#161 · 25,512 sh | 25,512 | $903.9K | 0.01% | -32.5% |
| 162 | Police & Firemen's Retirement System of New Jersey#162 · 25,242 sh | 25,242 | $894.3K | <0.01% | +9.1% |
| 163 | Caption Management#163 · 25,000 sh | 25,000 | $885.8K | <0.01% | -16.7% |
| 164 | BAILARD#164 · 23,910 sh | 23,910 | $847.1K | — | 0.0% |
| 165 | Sepio Capital#165 · 23,300 sh | 23,300 | $825.5K | — | -30.2% |
| 166 | Rockefeller Capital Management L.P.#166 · 23,177 sh | 23,177 | $821.2K | <0.01% | +58.8% |
| 167 | Vanguard Investments Australia, Ltd.#167 · 22,966 sh | 22,966 | $813.7K | <0.01% | +9.8% |
| 168 | Arizona State Retirement System#168 · 22,905 sh | 22,905 | $811.5K | <0.01% | -4.8% |
| 169 | MANGROVE PARTNERS IM#169 · 22,153 sh | 22,153 | $784.9K | 0.05% | New |
| 170 | ENVESTNET ASSET MANAGEMENT#170 · 21,672 sh | 21,672 | $767.8K | <0.01% | +1.8% |
| 171 | Inspire Advisors#171 · 21,601 sh | 21,601 | $765.4K | 0.05% | +119.3% |
| 172 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#172 · 21,350 sh | 21,350 | $756.4K | <0.01% | 0.0% |
| 173 | J. Safra Sarasin Holding AG#173 · 19,607 sh | 19,607 | $694.9K | — | New |
| 174 | INTECH INVESTMENT MANAGEMENT#174 · 19,518 sh | 19,518 | $691.5K | <0.01% | -18.7% |
| 175 | CANADA PENSION PLAN INVESTMENT BOARD#175 · 19,300 sh | 19,300 | $683.8K | <0.01% | +5.5% |
| 176 | KLP KAPITALFORVALTNING AS#176 · 19,300 sh | 19,300 | $683.8K | <0.01% | 0.0% |
| 177 | Portman Square Capital LLP#177 · 19,036 sh | 19,036 | $674.4K | — | +61.2% |
| 178 | WINTON GROUP Ltd#178 · 18,600 sh | 18,600 | $659.0K | 0.02% | -75.5% |
| 179 | SIMPLEX TRADING#179 · 18,575 sh | 18,575 | $658.1K | <0.01% | New |
| 180 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt#180 · 750,000 sh | 750,000 | $656.4K | <0.01% | 0.0% |
| 181 | SHELTON CAPITAL MANAGEMENT#181 · 18,000 sh | 18,000 | $637.7K | 0.01% | 0.0% |
| 182 | DARK FOREST CAPITAL MANAGEMENT#182 · 17,280 sh | 17,280 | $612.2K | 0.04% | -62.3% |
| 183 | WELLINGTON MANAGEMENT GROUP LLP#183 · 725,000 sh | 725,000 | $594.9K | <0.01% | -27.1% |
| 184 | SBI Securities , Ltd.#184 · 16,744 sh | 16,744 | $593.2K | — | -5.7% |
| 185 | VOYA INVESTMENT MANAGEMENT#185 · 16,164 sh | 16,164 | $572.7K | <0.01% | +9.3% |
| 186 | Galvin, Gaustad & Stein#186 · 15,943 sh | 15,943 | $564.9K | — | +73.0% |
| 187 | Prospera Financial Services#187 · 15,718 sh | 15,718 | $556.8K | <0.01% | -1.6% |
| 188 | Kercheville Advisors#188 · 15,000 sh | 15,000 | $531.5K | — | 0.0% |
| 189 | PFG Investments#189 · 14,900 sh | 14,900 | $527.9K | 0.02% | +15.5% |
| 190 | SEI INVESTMENTS#190 · 230,767 sh | 230,767 | $526.2K | <0.01% | -1.6% |
| 191 | Royal Fund Management#191 · 14,540 sh | 14,540 | $515.2K | — | -8.2% |
| 192 | PRUDENTIAL FINANCIAL#192 · 14,335 sh | 14,335 | $507.9K | <0.01% | +5.2% |
| 193 | ALLSTATE#193 · 14,318 sh | 14,318 | $507.3K | <0.01% | -46.4% |
| 194 | Leonteq Securities AG#194 · 14,240 sh | 14,240 | $504.5K | 0.02% | -27.0% |
| 195 | Vanguard Personalized Indexing Management#195 · 13,766 sh | 13,766 | $487.7K | <0.01% | -7.9% |
| 196 | MIRABELLA FINANCIAL SERVICES LLP#196 · 13,563 sh | 13,563 | $480.5K | 0.05% | New |
| 197 | Pictet Asset Management Holding SA#197 · 12,984 sh | 12,984 | $460.0K | <0.01% | -10.6% |
| 198 | Fairbanks Capital Management#198 · 12,800 sh | 12,800 | $453.5K | 0.27% | 0.0% |
| 199 | Phoenix Financial Ltd.#199 · 12,612 sh | 12,612 | $445.5K | <0.01% | +2.4% |
| 200 | Jain Global#200 · 12,308 sh | 12,308 | $436.1K | <0.01% | -49.8% |
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.