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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Manufacturers Life Insurance Company, TheBuy+2,910+7.1%43,957$1.56MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+324,423+51.4%955,585$33.86MQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+2020$709.00Q2 2026Aug 28, 2026
Corient Private Wealth LlcBuy+58,52858,528$2.07MQ2 2026Aug 27, 2026
California State Teachers Retirement SystemSell-5,555-5.5%95,138$3.37MQ2 2026Aug 24, 2026
Mercer Global Advisors IncBuy+1,094+3.0%37,897$1.34MQ2 2026Aug 19, 2026
Fulcrum Asset Management LlpBuy+176176$6.17KQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+17+0.2%8,418$298.25KQ2 2026Aug 18, 2026
Jefferies Financial Group Inc.Buy+37,063+102.5%73,206$2.59MQ2 2026Aug 17, 2026
Strive Financial Group ,LlcBuy+22$71.00Q2 2026Aug 17, 2026
Luminarx Capital Management LpBuy+1,500,0001,500,000$1.23MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+1,006,378+198.9%1,512,356$53.58MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+835,736+53.6%2,395,222$84.86MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-715,057-96.5%25,766$912.89KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+594,147+182.2%920,253$32.60MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+374,625+448.9%458,072$16.23MQ2 2026Aug 14, 2026
Balyasny Asset Management L.P.Sell-312,657-36.0%556,759$19.73MQ2 2026Aug 14, 2026
Hidden Lake Asset Management LpBuy+281,614281,614$9.98MQ2 2026Aug 14, 2026
Fred Alger Management, LlcSell-256,200-45.8%303,325$10.75MQ2 2026Aug 14, 2026
Squarepoint Ops LlcSell-201,273-37.9%330,114$11.70MQ2 2026Aug 14, 2026
Trexquant Investment LpSell-146,458-64.7%79,739$2.83MQ2 2026Aug 14, 2026
Barclays PlcSell-143,311-11.3%1,128,975$40.00MQ2 2026Aug 14, 2026
Point72 Asset Management, L.P.Buy+129,099+17.1%885,159$31.36MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+114,816114,816$4.07MQ2 2026Aug 14, 2026
Charles Schwab Investment Management IncBuy+109,263+16.7%765,281$27.11MQ2 2026Aug 14, 2026
Millennium Management LlcBuy+96,783+14.5%764,847$27.10MQ2 2026Aug 14, 2026
Hsbc Holdings PlcSell-88,066-30.6%199,978$7.19MQ2 2026Aug 14, 2026
Holocene Advisors, LpSell-80,381-59.6%54,553$1.93MQ2 2026Aug 14, 2026
Exoduspoint Capital Management, LpBuy+75,57975,579$2.68MQ2 2026Aug 14, 2026
Lighthouse Investment Partners, LlcBuy+69,04369,043$2.45MQ2 2026Aug 14, 2026
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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.