UPSTART HOLDINGS INC (UPST) Institutional Ownership Changes & 13F Activity
UPSTART HOLDINGS INC (UPST). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Luminarx Capital Management Lp, Bank Of America Corp, Goldman Sachs Group Inc, Jane Street Group, Llc, and Susquehanna International Group, Llp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | Buy | +2,910 | +7.1% | 43,957 | $1.56M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +324,423 | +51.4% | 955,585 | $33.86M | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Buy | +20 | — | 20 | $709.00 | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Buy | +58,528 | — | 58,528 | $2.07M | Q2 2026 | Aug 27, 2026 |
| California State Teachers Retirement System | Sell | -5,555 | -5.5% | 95,138 | $3.37M | Q2 2026 | Aug 24, 2026 |
| Mercer Global Advisors Inc | Buy | +1,094 | +3.0% | 37,897 | $1.34M | Q2 2026 | Aug 19, 2026 |
| Fulcrum Asset Management Llp | Buy | +176 | — | 176 | $6.17K | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +17 | +0.2% | 8,418 | $298.25K | Q2 2026 | Aug 18, 2026 |
| Jefferies Financial Group Inc. | Buy | +37,063 | +102.5% | 73,206 | $2.59M | Q2 2026 | Aug 17, 2026 |
| Strive Financial Group ,Llc | Buy | +2 | — | 2 | $71.00 | Q2 2026 | Aug 17, 2026 |
| Luminarx Capital Management Lp | Buy | +1,500,000 | — | 1,500,000 | $1.23M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +1,006,378 | +198.9% | 1,512,356 | $53.58M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +835,736 | +53.6% | 2,395,222 | $84.86M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -715,057 | -96.5% | 25,766 | $912.89K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +594,147 | +182.2% | 920,253 | $32.60M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +374,625 | +448.9% | 458,072 | $16.23M | Q2 2026 | Aug 14, 2026 |
| Balyasny Asset Management L.P. | Sell | -312,657 | -36.0% | 556,759 | $19.73M | Q2 2026 | Aug 14, 2026 |
| Hidden Lake Asset Management Lp | Buy | +281,614 | — | 281,614 | $9.98M | Q2 2026 | Aug 14, 2026 |
| Fred Alger Management, Llc | Sell | -256,200 | -45.8% | 303,325 | $10.75M | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops Llc | Sell | -201,273 | -37.9% | 330,114 | $11.70M | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment Lp | Sell | -146,458 | -64.7% | 79,739 | $2.83M | Q2 2026 | Aug 14, 2026 |
| Barclays Plc | Sell | -143,311 | -11.3% | 1,128,975 | $40.00M | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | Buy | +129,099 | +17.1% | 885,159 | $31.36M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +114,816 | — | 114,816 | $4.07M | Q2 2026 | Aug 14, 2026 |
| Charles Schwab Investment Management Inc | Buy | +109,263 | +16.7% | 765,281 | $27.11M | Q2 2026 | Aug 14, 2026 |
| Millennium Management Llc | Buy | +96,783 | +14.5% | 764,847 | $27.10M | Q2 2026 | Aug 14, 2026 |
| Hsbc Holdings Plc | Sell | -88,066 | -30.6% | 199,978 | $7.19M | Q2 2026 | Aug 14, 2026 |
| Holocene Advisors, Lp | Sell | -80,381 | -59.6% | 54,553 | $1.93M | Q2 2026 | Aug 14, 2026 |
| Exoduspoint Capital Management, Lp | Buy | +75,579 | — | 75,579 | $2.68M | Q2 2026 | Aug 14, 2026 |
| Lighthouse Investment Partners, Llc | Buy | +69,043 | — | 69,043 | $2.45M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about UPST activity
Which institutional owners are buying UPST?
Institutional owners buying UPST include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in UPST activity?
"Buy" means an investor increased their reported position in UPST compared to the prior reporting period. This reflects growing exposure to UPSTART HOLDINGS INC (UPST) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in UPST increasing?
Institutional interest in UPST can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related UPST Institutional Insights
- UPST Overview
- UPST 13F Institutional Holders
- UPST Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- UPST Insider Trading & SEC Form 4 Activity
- UPST Articles
- Top Institutional Investor Stock Rankings