UPST
Upstart Holdings, Inc. · Financial Services · Financial - Credit Services
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +12.4% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 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 | D. E. Shaw & Co. ✦ | 3.29M | +42.1% | $202.43M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 2 | D. E. Shaw & Co. ✦ | 3.29M | +42.1% | $202.43M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passive) | 2.03M | — | $125.08M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passive) | 2.03M | — | $125.08M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Two Sigma Investments ✦ | 1.92M | +20.1% | $118.38M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 1.85M | +1.6% | $113.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 1.85M | +1.6% | $113.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Renaissance Technologies ✦ | 1.38M | +28.8% | $84.96M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Marshall Wace ✦ | 1.06M | +300.2% | $65.36M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Marshall Wace ✦ | 1.06M | +300.2% | $65.36M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Marshall Wace ✦ | 1.06M | +300.2% | $65.36M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 12 | Norges Bank ✦ (passive) | 408.61K | +62.1% | $25.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Coatue Management ✦ | 349.06K | -59.9% | $21.49M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 14 | Millennium Management ✦ | 218.31K | -46.6% | $13.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 56.36K | +16.9% | $3.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 51.04K | +31.2% | $3.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 51.04K | +31.2% | $3.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 51.04K | +31.2% | $3.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 32.70K | -93.8% | $2.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 32.70K | -93.8% | $2.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Gotham Asset Management ✦ | 5.08K | -1.6% | $312,899 | 0.0% | ▼ Trim | 2 | 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