UPST

Upstart Holdings INC

-$1.7B

Net Activity

Institutions Holding

353

Popularity Rank

#1660

Avg Weight

0.06%

Total Value

$2.0B

Ownership Trend

353 institutions currently hold UPST, with 180 net buyers and 210 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

210

Net Buying Institutions

180

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$189.9M
SI
Susquehanna International Group, LLP
$174.4M
CA
Citadel Advisors LLC
$107.0M
MS
Morgan Stanley
$102.0M
VC
Vanguard Capital Management LLC
$96.2M

Top 5 by Conviction

HF
Halter Ferguson Financial Inc.
8.26%
KC
KADENSA CAPITAL Ltd
2.11%
MI
Maxi Investments CY Ltd
1.08%
GW
GC Wealth Management RIA, LLC
0.37%
CS
Clear Street Group Inc.
0.17%
View all 353 holding institutions

Quarterly Activity

Recent Activity

+$1.3B

Total Buy Value

$1.9B

Total Sell Value

New buy45
Trim106
Add135
Sold out104

180

Net Buyers

210

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

1

Filings (90d)

$456K

Total Est. Value

15K shares

Planned Shares

Last Filed 2026-06-09
FilerFiling DateEst. Value
Datta Sanjay2026-06-09$456K

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

0

Active 5%+ Holders

Data as of 2026-07-13
Reporting PersonTypeFiling Date% of Class
Jericho Capital Asset Management L.P.13G/A2026-07-130.0%

View all Schedule 13D/13G filings

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding UPSTART HOLDINGS INC (UPST)?
Major stakeholders currently include BlackRock, Inc. ($189.9M), Susquehanna International Group, LLP ($174.4M), Citadel Advisors LLC ($107.0M). Based on the latest 13F filings, there are a total of 353 tracked investment funds and institutions maintaining positions in UPST.
What is the overall institutional sentiment toward UPST recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $1.7B, driven by 180 managers accumulating shares while 210 reduced their exposure.
Which institutions have been selling or reducing their UPST positions?
In the latest period, 106 funds trimmed their holdings, and 104 managers completely exited their positions. The aggregate reported sell value was $1.9B.
Are there any notable investors adding UPST to their portfolios?
Yes, buying activity remains notable. 45 institutions opened new positions in {ticker}, and 135 existing holders added to their shares. The total reported buy value for the quarter amounted to $1.3B.

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