UPSTART HOLDINGS INC (UPST) Institutional Ownership

UPST is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $254,175 based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $254,175 in its June 30, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's UPST position is now estimated to be worth approximately $217,515.68, representing an estimated loss of -14.42% since the filing period.

Major shareholders tracked on this page include Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks asset manager ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward UPSTART HOLDINGS INC (UPST).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q2 20261$254,1757,174
Q4 20251$262,6876,007
Q3 20251$302,6675,958
Q2 20251$383,5535,930
Q1 20252$66,629,3461,447,520
Q4 20242$85,326,1081,385,839
Q3 20242$43,113,7761,077,575
Q3 20221$20,783999,647
Q2 20222$133,1254,210,181
Q1 20222$793,6647,275,307
Q4 20213$1,525,67210,083,752
Q3 20213$5,560,91417,573,361

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