UPST
Upstart Holdings, Inc. · Financial Services · Financial - Credit Services
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -16.8% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| 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 | State Street Global Advisors ✦ (passive) | 2.01M | -1.1% | $92.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (passive) | 2.01M | -1.1% | $92.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 1.94M | +4.8% | $89.11M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 1.94M | +4.8% | $89.11M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Two Sigma Investments ✦ | 1.50M | -22.0% | $69.01M | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 6 | Renaissance Technologies ✦ | 1.44M | +4.5% | $66.36M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | D. E. Shaw & Co. ✦ | 1.22M | -62.8% | $56.34M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 8 | Norges Bank ✦ (passive) | 986.04K | +141.3% | $45.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Coatue Management ✦ | 870.95K | +149.5% | $40.09M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 234.79K | +618.0% | $10.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 234.79K | +618.0% | $10.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Millennium Management ✦ | 128.84K | -41.0% | $5.93M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Millennium Management ✦ | 128.84K | -41.0% | $5.93M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 96.71K | +89.5% | $4.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 96.71K | +89.5% | $4.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 96.71K | +89.5% | $4.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 96.71K | +89.5% | $4.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 96.71K | +89.5% | $4.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | T. Rowe Price ✦ | 60.53K | +7.4% | $2.79M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Point72 Asset Management ✦ | 28.91K | New | $1.33M | 0.0% | New | 1 | SEC ↗ |
| 21 | Gotham Asset Management ✦ | 4.82K | -5.1% | $221,911 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $1.33M | 0.0% |
Exited
| Marshall Wace | $65.36M | was 0.1% |
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