UPST
Upstart Holdings, Inc. · Financial Services · Financial - Credit Services
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 109 | +6 | 48.36M | $1.57B | +12 | −5 |
| Q1 2026 | 105 | -9 | 45.83M | $1.10B | +4 | −14 |
| Q4 2025 | 114 | -1 | 49.88M | $1.99B | +3 | −3 |
| Q3 2025 | 19 | +1 | 27.28M | $1.39B | +2 | −2 |
| Q2 2025 | 16 | 0 | 23.37M | $1.51B | +1 | −1 |
| Q1 2025 | 13 | 0 | 10.52M | $484.28M | +1 | −1 |
| Q4 2024 | 13 | 0 | 12.65M | $778.95M | — | — |
| Q3 2024 | 12 | +3 | 9.22M | $368.91M | +3 | — |
| Q2 2024 | 9 | — | 5.41M | $127.70M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 1.79M | — | $42.17M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 1.79M | — | $42.17M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | D. E. Shaw & Co. ✦ | 889.53K | — | $20.98M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Coatue Management ✦ | 870.95K | — | $20.55M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 497.21K | — | $11.73M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Two Sigma Investments ✦ | 404.84K | — | $9.55M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Marshall Wace ✦ | 358.46K | — | $8.46M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Norges Bank ✦ (passive) | 296.39K | — | $6.99M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Millennium Management ✦ | 262.40K | — | $6.19M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 45.86K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1 holders, 73.90K shares, $1,895 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 8.95K sh · $251,298
Officer · 7.70K sh · $216,216
Officer · 586 sh · $16,461
Officer · 10.00K sh · $314,633
Officer · 3.00K sh · $87,990
Officer · 2.03K sh · $59,683
Officer · 7.17K sh · $210,646
Officer · 814 sh · $23,898
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology