Company · Ownership research

Upstart Holdings, Inc. UPST

CIK 0001647639 · CUSIP 91680M107

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 91680M107 (UPST), not CUSIP 91680MAF4 (UPST), CUSIP 91680M907 (UPST), CUSIP 91680M957 (UPST), and does not merge CUSIPs.

This page lists the top 20 of 340 rows by value; the complete set is available through the API.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	BlackRock, Inc. CIK 2012383 · View history	$189.89M 7,403,079 shares	0.00%	+314.32K(+4.40%)Added	SEC filing ↗ May 13, 2026	▾
02	MORGAN STANLEY CIK 895421 · View history	$101.96M 3,975,059 shares	0.01%	-231.56K(-5.50%)Reduced	SEC filing ↗ May 15, 2026	▾
03	VANGUARD CAPITAL MANAGEMENT LLC CIK 2100119 · Amended · View history	$96.24M 3,752,050 shares	0.00%	—	SEC filing ↗ May 15, 2026	▾
04	VANGUARD PORTFOLIO MANAGEMENT LLC CIK 2100121 · Amended · View history	$96.02M 3,743,541 shares	0.01%	—	SEC filing ↗ May 8, 2026	▾
05	MARSHALL WACE, LLP CIK 1318757 · View history	$84.13M 3,280,110 shares	0.09%	+2.73M(+495.10%)Added	SEC filing ↗ May 15, 2026	▾
06	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$54.49M 2,124,078 shares	0.00%	+55.56K(+2.70%)Added	SEC filing ↗ May 15, 2026	▾
07	STATE STREET CORP CIK 93751 · View history	$52.66M 2,053,086 shares	0.00%	+52.03K(+2.60%)Added	SEC filing ↗ May 15, 2026	▾
08	GOLDMAN SACHS GROUP INC CIK 886982 · View history	$40.00M 1,559,486 shares	0.01%	-93.14K(-5.60%)Reduced	SEC filing ↗ May 15, 2026	▾
09	Clear Street Group Inc. CIK 1881567 · View history	$39.89M 1,555,206 shares	0.22%	-506.51K(-24.60%)Reduced	SEC filing ↗ May 15, 2026	▾
10	Halter Ferguson Financial Inc. CIK 1842665 · View history	$37.64M 1,467,360 shares	8.32%	+1.05M(+253.30%)Added	SEC filing ↗ Apr 28, 2026	▾
11	BARCLAYS PLC CIK 312069 · View history	$32.63M 1,272,286 shares	0.01%	+408.18K(+47.20%)Added	SEC filing ↗ May 15, 2026	▾
12	BAILLIE GIFFORD & CO CIK 1088875 · View history	$28.43M 1,108,295 shares	0.03%	+349.37K(+46.00%)Added	SEC filing ↗ May 8, 2026	▾
13	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$26.23M 1,022,780 shares	0.01%	+744.19K(+267.10%)Added	SEC filing ↗ May 7, 2026	▾
14	UBS Group AG CIK 1610520 · View history	$22.62M 881,867 shares	0.00%	+239.73K(+37.30%)Added	SEC filing ↗ May 5, 2026	▾
15	COATUE MANAGEMENT LLC CIK 1135730 · View history	$22.34M 870,947 shares	0.08%	+870.95KNew	SEC filing ↗ May 15, 2026	▾
16	Balyasny Asset Management L.P. CIK 1218710 · View history	$22.30M 869,416 shares	0.04%	+849.70K(+4,310.60%)Added	SEC filing ↗ May 15, 2026	▾
17	CAPITAL FUND MANAGEMENT S.A. CIK 1323645 · View history	$21.72M 846,779 shares	0.19%	+175.43K(+26.10%)Added	SEC filing ↗ May 14, 2026	▾
18	CITIGROUP INC CIK 831001 · View history	$20.68M 806,341 shares	0.01%	+242.70K(+43.10%)Added	SEC filing ↗ May 11, 2026	▾
19	NORTHERN TRUST CORP CIK 73124 · View history	$19.47M 758,887 shares	0.00%	+14.70K(+2.00%)Added	SEC filing ↗ May 14, 2026	▾
20	Point72 Asset Management, L.P. CIK 1603466 · View history	$19.39M 756,060 shares	0.03%	+385.88K(+104.20%)Added	SEC filing ↗ May 15, 2026	▾

Showing 20 / 340 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

340

Cancelled or null records excluded

Disclosed shares

56,582,615

Not deduplicated across managers

Disclosed value

$1.45B

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

Upstart Holdings, Inc. · Q1 2026

Explore all 340 reporting institutions.

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.