Upstart Holdings, Inc. 13F holders
369 funds reported a position in Upstart Holdings, Inc. in their 13F for the quarter ended 30 June 2026, together 58.4 million shares worth $2.07 billion. Against the quarter before, 63 opened a position, 120 added, 96 trimmed and 43 sold out; together they bought a net 1.7 million shares. The largest holders: BlackRock, Inc., Vanguard Portfolio Management LLC and Vanguard Capital Management LLC.
Funds holding369+29 on Q1 2026
Shares they held58.4Mworth $2.07 billion
Net bought on the quarter1.7M sharesabout $60.6 million at the funds' values
Funds buying to selling183 to 139opened or added, to cut or sold
Opened 63Added 120Held 83Trimmed 96Sold out 43
What each fund did in UPST against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in UPST in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
2,671 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 57 reported a position in Upstart Holdings, Inc.: 5 opened one, 18 added, 10 trimmed and 21 sold out, a net 390,671 shares sold.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 9 reported a position in Upstart Holdings, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 2.2 million shares worth $79.0 million, 0.0% of its reported book. In the quarter, 5 funds added or opened a position and 2 trimmed or sold out; together they bought a net 1.3 million shares, about $46.0 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 2,228,631 | $79.0 million | 0.0% | +104,553 | added | 30 June 2026 | 13F |
| Baillie Gifford | 1,083,157 | $38.4 million | 0.0% | -25,138 | trimmed | 30 June 2026 | 13F |
| Citadel Advisors | 955,585 | $33.9 million | 0.0% | +324,423 | added | 30 June 2026 | 13F |
| Point72 Asset Management | 885,159 | $31.4 million | 0.0% | +129,099 | added | 30 June 2026 | 13F |
| Coatue Management | 870,947 | $30.9 million | 0.1% | no change | held | 30 June 2026 | 13F |
| Millennium Management | 764,847 | $27.1 million | 0.0% | +96,783 | added | 30 June 2026 | 13F |
| FMR LLC | 706,548 | $25.0 million | 0.0% | +691,812 | added | 30 June 2026 | 13F |
| Norges Bank | 93,959 | $3.3 million | 0.0% | held | 30 June 2026 | 13F | |
| Two Sigma Investments | 12,500 | $442,875 | 0.0% | -23,491 | trimmed | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 7,878,717 | 13.49% | $279.1 million | 0.00% | +475,638 | 13F |
| Vanguard Portfolio Management LLC | 3,739,758 | 6.41% | $132.5 million | 0.01% | -3,783 | 13F |
| Vanguard Capital Management LLC | 3,698,553 | 6.33% | $131.0 million | 0.00% | -53,497 | 13F |
| Morgan Stanley | 2,414,712 | 4.14% | $85.6 million | 0.01% | -1,560,347 | 13F |
| Goldman Sachs Group Inc. | 2,395,222 | 4.10% | $84.9 million | 0.01% | +835,736 | 13F |
| Marshall Wace, LLP | 2,370,690 | 4.06% | $84.0 million | 0.07% | -909,420 | 13F |
| Geode Capital Management, LLC | 2,228,631 | 3.82% | $79.0 million | 0.00% | +104,553 | 13F |
| State Street Corp. | 2,118,467 | 3.63% | $75.1 million | 0.00% | +65,381 | 13F |
| Clear Street Group Inc. | 1,829,063 | 3.13% | $64.8 million | 0.20% | +273,857 | 13F |
| Halter Ferguson Financial Inc. | 1,748,119 | 2.99% | $61.9 million | 10.08% | +280,759 | 13F |
| Bank of America Corp. | 1,512,356 | 2.59% | $53.6 million | 0.00% | +1,006,378 | 13F |
| UBS Group AG | 1,503,436 | 2.58% | $53.3 million | 0.01% | +621,569 | 13F |
| Citigroup Inc. | 1,135,682 | 1.95% | $40.2 million | 0.02% | +329,341 | 13F |
| Barclays PLC | 1,128,975 | 1.93% | $40.0 million | 0.01% | -143,311 | 13F |
| Baillie Gifford & Co. | 1,083,157 | 1.86% | $38.4 million | 0.04% | -25,138 | 13F |
| Dimensional Fund Advisors LP | 1,059,769 | 1.82% | $37.5 million | 0.01% | +36,989 | 13F |
| Citadel Advisors LLC | 955,585 | 1.64% | $33.9 million | 0.02% | +324,423 | 13F |
| Susquehanna International Group, LLP | 920,253 | 1.58% | $32.6 million | 0.03% | +594,147 | 13F |
| Point72 Asset Management, L.P. | 885,159 | 1.52% | $31.4 million | 0.05% | +129,099 | 13F |
| Coatue Management LLC | 870,947 | 1.49% | $30.9 million | 0.06% | no change | 13F |
| Capital Fund Management S.a. | 800,994 | 1.37% | $28.4 million | 0.20% | -45,785 | 13F |
| Northern Trust Corp. | 785,102 | 1.34% | $27.8 million | 0.00% | +26,215 | 13F |
| Charles Schwab Investment Management Inc. | 765,281 | 1.31% | $27.1 million | 0.00% | +109,263 | 13F |
| Millennium Management LLC | 764,847 | 1.31% | $27.1 million | 0.02% | +96,783 | 13F |
| FMR LLC | 706,548 | 1.21% | $25.0 million | 0.00% | +691,812 | 13F |
| Vanguard Fiduciary Trust Co. | 603,257 | 1.03% | $21.4 million | 0.01% | +5,947 | 13F |
| Balyasny Asset Management L.P. | 556,759 | 0.95% | $19.7 million | 0.04% | -312,657 | 13F |
| HRT Financial LP | 458,072 | 0.78% | $16.2 million | 0.03% | +374,625 | 13F |
| Walleye Capital LLC | 449,131 | 0.77% | $15.9 million | 0.08% | +437,316 | 13F |
| First Trust Advisors LP | 379,056 | 0.65% | $13.4 million | 0.01% | +5,601 | 13F |
| Pathstone Holdings, LLC | 335,278 | 0.57% | $11.9 million | 0.04% | -2,009 | 13F |
| Squarepoint Ops LLC | 330,114 | 0.57% | $11.7 million | 0.02% | -201,273 | 13F |
| Fred Alger Management, LLC | 303,325 | 0.52% | $10.7 million | 0.04% | -256,200 | 13F |
| Hidden Lake Asset Management LP | 281,614 | 0.48% | $10.0 million | 6.80% | new | 13F |
| Bank of New York Mellon Corp | 273,245 | 0.47% | $9.7 million | 0.00% | +5,904 | 13F |
| Nuveen, LLC | 268,547 | 0.46% | $9.5 million | 0.00% | +80,203 | 13F |
| Alberta Investment Management Corp | 238,800 | 0.41% | $8.5 million | 0.05% | new | 13F |
| BNP Paribas Financial Markets | 236,584 | 0.41% | $8.4 million | 0.00% | +20,061 | 13F |
| HSBC Holdings PLC | 199,978 | 0.34% | $7.2 million | 0.00% | -88,066 | 13F |
| IMC-Chicago, LLC | 194,041 | 0.33% | $6.9 million | 0.06% | +139,201 | 13F |
| Maxi Investments CY Ltd | 193,400 | 0.33% | $6.9 million | 1.39% | no change | 13F |
| Wells Fargo & Company | 180,219 | 0.31% | $6.4 million | 0.00% | +18,449 | 13F |
| Swiss National Bank | 166,600 | 0.29% | $5.9 million | 0.00% | -6,600 | 13F |
| Gator Capital Management, LLC | 161,490 | 0.28% | $5.7 million | 1.23% | +141,490 | 13F |
| Quantinno Capital Management LP | 149,415 | 0.26% | $5.3 million | 0.01% | +45,555 | 13F |
| Credit Agricole S A | 142,075 | 0.24% | $5.0 million | 0.01% | +44,803 | 13F |
| LPL Financial LLC | 141,638 | 0.24% | $5.0 million | 0.00% | +40,767 | 13F |
| UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 138,692 | 0.24% | $4.9 million | 0.00% | -40,292 | 13F |
| Raymond James Financial Inc. | 133,840 | 0.23% | $4.7 million | 0.00% | +40,820 | 13F |
| JPMorgan Chase & Co. | 121,448 | 0.21% | $4.4 million | 0.00% | -30,614 | 13F |
The 50 largest of the 369 funds that reported a position in UPST in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on UPST
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 1,608,400 | $57.0 million | 30 June 2026 | 13F |
| Citadel Advisors | Puts | 891,600 | $31.6 million | 30 June 2026 | 13F |
| Point72 Asset Management | Calls | 232,000 | $8.2 million | 30 June 2026 | 13F |
| Millennium Management | Puts | 82,500 | $2.9 million | 30 June 2026 | 13F |
| Point72 Asset Management | Puts | 66,400 | $2.4 million | 30 June 2026 | 13F |
| Millennium Management | Calls | 13,100 | $464,133 | 30 June 2026 | 13F |
| Two Sigma Investments | Calls | 6,500 | $230,295 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 13 July 2026 | 13G/A | Jericho Capital Asset Management L.P. and 3 others | 0 | 0.0% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 17 February 2026 | 13G | Jericho Capital Asset Management L.P. and 3 others | 5.0 million | 5.2% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 13 February 2026 | 13G/A | G1 Execution Services, LLC and 7 others | 4.6 million | 4.6% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 13 November 2025 | 13G | G1 Execution Services, LLC and 7 others | 5.5 million | 5.7% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 29 September 2026 | 218,789 | $23.03 | SEC |
| 28 September 2026 | 15,461 | $23.81 | SEC |
| 22 September 2026 | 186 | $25.58 | SEC |
| 21 September 2026 | 3,412 | $25.00 | SEC |
| 18 September 2026 | 905 | $24.77 | SEC |
| 10 September 2026 | 13,500 | $25.89 | SEC |
| 9 September 2026 | 220 | $26.98 | SEC |
| 8 September 2026 | 169,653 | $28.05 | SEC |
| 4 September 2026 | 2,851 | $28.52 | SEC |
| 26 August 2026 | 17,979 | $30.58 | SEC |
| 25 August 2026 | 15 | $29.89 | SEC |
| 24 August 2026 | 3,175 | $30.30 | SEC |
| 20 August 2026 | 8,987 | $30.60 | SEC |
| 19 August 2026 | 3,305 | $29.11 | SEC |
| 17 August 2026 | 7,510 | $30.43 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.