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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $1.44B 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 $189.89M in its March 31, 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 $217.87M, representing an estimated gain of +14.74% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed UPST value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Morgan Stanley, 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
342
Total Reported Value
$1.44B
Largest Holder
Blackrock, Inc.
Largest Position
$189.89M
Insider Transactions (90d)
11
Latest Filing Quarter
Q2 2026
New Institutional Positions
54
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% | 7,403,079 | $189,888,977 | $217,872,615 | +$27,983,638 | +14.74% | |
| Morgan Stanley | 0.01% | 3,975,059 | $101,960,286 | $116,985,986 | +$15,025,700 | +14.74% | |
| Vanguard Capital Management Llc | 0.00% | 3,752,050 | $96,240,083 | $110,422,832 | +$14,182,749 | +14.74% | |
| Vanguard Portfolio Management Llc | 0.01% | 3,743,541 | $96,021,827 | $110,172,412 | +$14,150,585 | +14.74% | |
| Marshall Wace, Llp | 0.09% | 3,280,110 | $84,134,823 | $96,533,637 | +$12,398,814 | +14.74% | |
| Geode Capital Management, Llc | 0.00% | 2,124,078 | $54,492,531 | $62,511,616 | +$8,019,085 | +14.72% | |
| State Street Corp | 0.00% | 2,053,086 | $52,661,656 | $60,422,321 | +$7,760,665 | +14.74% | |
| Goldman Sachs Group Inc | 0.01% | 1,559,486 | $40,000,816 | $45,895,673 | +$5,894,857 | +14.74% | |
| Clear Street Group Inc. | 0.22% | 1,555,206 | $39,891,034 | $45,769,713 | +$5,878,679 | +14.74% | |
| Halter Ferguson Financial Inc. | 8.32% | 1,467,360 | $37,637,784 | $43,184,405 | +$5,546,621 | +14.74% | |
| Barclays Plc | 0.01% | 1,272,286 | $32,634,137 | $37,443,377 | +$4,809,240 | +14.74% | |
| Baillie Gifford & Co | 0.03% | 1,108,295 | $28,427,767 | $32,617,122 | +$4,189,355 | +14.74% | |
| Dimensional Fund Advisors Lp | 0.01% | 1,022,780 | $26,233,667 | $30,100,415 | +$3,866,748 | +14.74% | |
| Ubs Group Ag | 0.00% | 881,867 | $22,619,889 | $25,953,346 | +$3,333,457 | +14.74% | |
| Coatue Management Llc | 0.08% | 870,947 | $22,339,791 | $25,631,970 | +$3,292,179 | +14.74% | |
| Balyasny Asset Management L.P. | 0.04% | 869,416 | $22,300,520 | $25,586,913 | +$3,286,393 | +14.74% | |
| Capital Fund Management S.A. | 0.19% | 846,779 | $21,719,881 | $24,920,706 | +$3,200,825 | +14.74% | |
| Citigroup Inc | 0.01% | 806,341 | $20,682,646 | $23,730,616 | +$3,047,970 | +14.74% | |
| Northern Trust Corp | 0.00% | 758,887 | $19,465,452 | $22,334,044 | +$2,868,592 | +14.74% | |
| Point72 Asset Management, L.P. | 0.03% | 756,060 | $19,392,939 | $22,250,846 | +$2,857,907 | +14.74% | |
| Jane Street Group, Llc | 0.02% | 740,823 | $19,002,110 | $21,802,421 | +$2,800,311 | +14.74% | |
| Millennium Management Llc | 0.01% | 668,064 | $17,135,842 | $19,661,124 | +$2,525,282 | +14.74% | |
| Charles Schwab Investment Management Inc | 0.00% | 656,018 | $16,826,862 | $19,306,610 | +$2,479,748 | +14.74% | |
| Citadel Advisors Llc | 0.01% | 631,162 | $16,189,305 | $18,575,098 | +$2,385,793 | +14.74% | |
| Vanguard Fiduciary Trust Co | 0.00% | 597,310 | $15,321,002 | $17,578,833 | +$2,257,831 | +14.74% | |
| Kadensa Capital Ltd | 2.11% | 589,871 | $15,130,191 | $17,359,904 | +$2,229,713 | +14.74% | |
| Fred Alger Management, Llc | 0.06% | 559,525 | $14,351,816 | $16,466,821 | +$2,115,005 | +14.74% | |
| Squarepoint Ops Llc | 0.03% | 531,387 | $13,630,077 | $15,638,719 | +$2,008,642 | +14.74% | |
| Bank Of America Corp | 0.00% | 505,978 | $12,978,336 | $14,890,933 | +$1,912,597 | +14.74% | |
| First Trust Advisors Lp | 0.01% | 373,455 | $9,579,120 | $10,990,781 | +$1,411,661 | +14.74% | |
| Pathstone Holdings, Llc | 0.03% | 337,287 | $8,651,412 | $9,926,356 | +$1,274,944 | +14.74% | |
| Susquehanna International Group, Llp | 0.01% | 326,106 | $8,364,619 | $9,597,300 | +$1,232,681 | +14.74% | |
| Hsbc Holdings Plc | 0.00% | 288,044 | $7,402,731 | $8,477,135 | +$1,074,404 | +14.51% | |
| Bank Of New York Mellon Corp | 0.00% | 267,341 | $6,857,309 | $7,867,846 | +$1,010,537 | +14.74% | |
| D. E. Shaw & Co., Inc. | 0.01% | 267,076 | $6,850,499 | $7,860,047 | +$1,009,548 | +14.74% | |
| Peak6 Llc | 0.18% | 242,030 | $6,208,070 | $7,122,943 | +$914,873 | +14.74% | |
| Trexquant Investment Lp | 0.04% | 226,197 | $5,801,953 | $6,656,978 | +$855,025 | +14.74% | |
| Bnp Paribas Financial Markets | 0.00% | 216,523 | $5,553,815 | $6,372,272 | +$818,457 | +14.74% | |
| Voloridge Investment Management, Llc | 0.02% | 215,345 | $5,523,599 | $6,337,603 | +$814,004 | +14.74% | |
| Nuveen, Llc | 0.00% | 188,344 | $4,831,023 | $5,542,964 | +$711,941 | +14.74% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | 180,606 | $4,632,544 | $5,315,235 | +$682,691 | +14.74% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 178,984 | $4,590,940 | $5,267,499 | +$676,559 | +14.74% | |
| Swiss National Bank | 0.00% | 173,200 | $4,442,580 | $5,097,276 | +$654,696 | +14.74% | |
| Alliancebernstein L.P. | 0.00% | 99,991 | $4,372,606 | $2,942,735 | -$1,429,871 | -32.70% | |
| Qube Research & Technologies Ltd | 0.01% | 167,379 | $4,293,271 | $4,925,964 | +$632,693 | +14.74% | |
| Wells Fargo & Company/Mn | 0.00% | 161,770 | $4,149,400 | $4,760,891 | +$611,491 | +14.74% | |
| Bank Of Nova Scotia | 0.01% | 150,475 | $3,859,684 | $4,428,479 | +$568,795 | +14.74% | |
| Blue Jean Financial Llc | 2.54% | 103,049 | $3,651,026 | $3,032,732 | -$618,294 | -16.93% | |
| Holocene Advisors, Lp | 0.01% | 134,934 | $3,461,057 | $3,971,108 | +$510,051 | +14.74% | |
| Banco Santander, S.A. | 0.02% | 92,280 | $3,269,480 | $2,715,800 | -$553,680 | -16.93% |
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.