UPSTART HOLDINGS INC (UPST) Institutional Shareholders
UPSTART HOLDINGS INC (UPST) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.06B in UPST holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of UPST tracked by InsiderSet, reporting ownership valued at approximately $279.14M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $195.16M, representing an estimated loss of -30.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed UPST value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Portfolio Management Llc, Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in UPSTART HOLDINGS INC (UPST).
This page ranks the largest institutional UPST shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
357
Total Reported Value
$2.06B
Largest Holder
Blackrock, Inc.
Largest Position
$279.14M
Insider Transactions (90d)
12
Latest Filing Quarter
Q2 2026
New Institutional Positions
46
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 7,878,717 | $279,142,942 | $195,155,820 | -$83,987,122 | -30.09% | |
| Vanguard Portfolio Management Llc | 0.01% | 3,739,758 | $132,499,626 | $92,633,806 | -$39,865,820 | -30.09% | |
| Vanguard Capital Management Llc | 0.00% | 3,698,553 | $131,039,733 | $91,613,158 | -$39,426,575 | -30.09% | |
| Morgan Stanley | 0.00% | 2,414,712 | $85,553,247 | $59,812,416 | -$25,740,831 | -30.09% | |
| Goldman Sachs Group Inc | 0.01% | 2,395,222 | $84,862,705 | $59,329,649 | -$25,533,056 | -30.09% | |
| Marshall Wace, Llp | 0.07% | 2,370,690 | $83,993,547 | $58,721,991 | -$25,271,556 | -30.09% | |
| Geode Capital Management, Llc | 0.00% | 2,228,631 | $78,974,444 | $55,203,190 | -$23,771,254 | -30.10% | |
| State Street Corp | 0.00% | 2,118,467 | $75,057,286 | $52,474,428 | -$22,582,858 | -30.09% | |
| Clear Street Group Inc. | 0.21% | 1,829,063 | $64,803,702 | $45,305,891 | -$19,497,811 | -30.09% | |
| Halter Ferguson Financial Inc. | 10.08% | 1,748,119 | $61,935,857 | $43,300,908 | -$18,634,949 | -30.09% | |
| Bank Of America Corp | 0.00% | 1,512,356 | $53,582,773 | $37,461,058 | -$16,121,715 | -30.09% | |
| Ubs Group Ag | 0.01% | 1,503,436 | $53,266,738 | $37,240,110 | -$16,026,628 | -30.09% | |
| Citigroup Inc | 0.02% | 1,135,682 | $40,237,213 | $28,130,843 | -$12,106,370 | -30.09% | |
| Barclays Plc | 0.01% | 1,128,975 | $39,999,584 | $27,964,711 | -$12,034,873 | -30.09% | |
| Baillie Gifford & Co | 0.03% | 1,083,157 | $38,376,253 | $26,829,799 | -$11,546,454 | -30.09% | |
| Dimensional Fund Advisors Lp | 0.01% | 1,059,769 | $37,547,436 | $26,250,478 | -$11,296,958 | -30.09% | |
| Citadel Advisors Llc | 0.02% | 955,585 | $33,856,377 | $23,669,840 | -$10,186,537 | -30.09% | |
| Susquehanna International Group, Llp | 0.03% | 920,253 | $32,604,564 | $22,794,667 | -$9,809,897 | -30.09% | |
| Point72 Asset Management, L.P. | 0.05% | 885,159 | $31,361,183 | $21,925,388 | -$9,435,795 | -30.09% | |
| Coatue Management Llc | 0.06% | 870,947 | $30,857,652 | $21,573,357 | -$9,284,295 | -30.09% | |
| Capital Fund Management S.A. | 0.20% | 800,994 | $28,379,217 | $19,840,621 | -$8,538,596 | -30.09% | |
| Northern Trust Corp | 0.00% | 785,102 | $27,816,163 | $19,446,977 | -$8,369,186 | -30.09% | |
| Charles Schwab Investment Management Inc | 0.00% | 765,281 | $27,113,906 | $18,956,010 | -$8,157,896 | -30.09% | |
| Millennium Management Llc | 0.02% | 764,847 | $27,098,529 | $18,945,260 | -$8,153,269 | -30.09% | |
| Fmr Llc | 0.00% | 706,548 | $25,033,004 | $17,501,194 | -$7,531,810 | -30.09% | |
| Vanguard Fiduciary Trust Co | 0.00% | 603,257 | $21,373,396 | $14,942,676 | -$6,430,720 | -30.09% | |
| Balyasny Asset Management L.P. | 0.04% | 556,759 | $19,725,971 | $13,790,920 | -$5,935,051 | -30.09% | |
| Hrt Financial Lp | 0.03% | 458,072 | $16,229,000 | $11,346,443 | -$4,882,557 | -30.09% | |
| Walleye Capital Llc | 0.08% | 449,131 | $15,912,711 | $11,124,975 | -$4,787,736 | -30.09% | |
| First Trust Advisors Lp | 0.01% | 379,056 | $13,429,954 | $9,389,217 | -$4,040,737 | -30.09% | |
| Squarepoint Ops Llc | 0.02% | 330,114 | $11,695,939 | $8,176,924 | -$3,519,015 | -30.09% | |
| Fred Alger Management, Llc | 0.04% | 303,325 | $10,746,805 | $7,513,360 | -$3,233,445 | -30.09% | |
| Hidden Lake Asset Management Lp | 6.80% | 281,614 | $9,977,584 | $6,975,579 | -$3,002,005 | -30.09% | |
| Bank Of New York Mellon Corp | 0.00% | 273,245 | $9,681,085 | $6,768,279 | -$2,912,806 | -30.09% | |
| Nuveen, Llc | 0.00% | 268,547 | $9,514,621 | $6,651,909 | -$2,862,712 | -30.09% | |
| Pathstone Holdings, Llc | 0.03% | 337,287 | $8,651,412 | $8,354,599 | -$296,813 | -3.43% | |
| Alberta Investment Management Corp | 0.05% | 238,800 | $8,460,684 | $5,915,076 | -$2,545,608 | -30.09% | |
| Bnp Paribas Financial Markets | 0.00% | 236,584 | $8,382,171 | $5,860,186 | -$2,521,985 | -30.09% | |
| Hsbc Holdings Plc | 0.00% | 199,978 | $7,191,209 | $4,953,455 | -$2,237,754 | -31.12% | |
| Imc-Chicago, Llc | 0.06% | 194,041 | $6,874,873 | $4,806,396 | -$2,068,477 | -30.09% | |
| Maxi Investments Cy Ltd | 1.39% | 193,400 | $6,852,000 | $4,790,518 | -$2,061,482 | -30.09% | |
| Wells Fargo & Company/Mn | 0.00% | 180,219 | $6,385,163 | $4,464,025 | -$1,921,138 | -30.09% | |
| Swiss National Bank | 0.00% | 166,600 | $5,902,638 | $4,126,682 | -$1,775,956 | -30.09% | |
| Gator Capital Management, Llc | 1.23% | 161,490 | $5,721,591 | $4,000,107 | -$1,721,484 | -30.09% | |
| Quantinno Capital Management Lp | 0.01% | 149,415 | $5,293,796 | $3,701,010 | -$1,592,786 | -30.09% | |
| Credit Agricole S A | 0.01% | 142,075 | $5,033,717 | $3,519,198 | -$1,514,519 | -30.09% | |
| Lpl Financial Llc | 0.00% | 141,638 | $5,018,249 | $3,508,373 | -$1,509,876 | -30.09% | |
| Raymond James Financial Inc | 0.00% | 133,840 | $4,741,952 | $3,315,217 | -$1,426,735 | -30.09% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 178,984 | $4,590,940 | $4,433,434 | -$157,506 | -3.43% | |
| Jpmorgan Chase & Co | 0.00% | 121,448 | $4,389,720 | $3,008,267 | -$1,381,453 | -31.47% |
Frequently asked questions about UPST
Who owns the most UPST stock?
The largest holders of UPST are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for UPSTART HOLDINGS INC (UPST).
Is UPST widely held by superinvestors?
Many widely followed stocks like UPST appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly UPST is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.