UPST
Upstart Holdings, Inc. · Financial Services · Financial - Credit Services
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -8.6% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 108 | +5 | 48.35M | $1.57B | +11 | −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 | The Vanguard Group ✦ (passive) | 8.26M | — | $534.20M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (passive) | 6.77M | — | $437.79M | 0.0% | n/c | 1 | SEC ↗ ×18 |
| 3 | State Street Global Advisors ✦ (passive) | 2.08M | +3.4% | $134.28M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Geode Capital Management ✦ (passive) | 2.01M | +3.8% | $129.96M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 5 | Two Sigma Investments ✦ | 1.29M | -14.3% | $83.12M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 6 | Norges Bank ✦ (passive) | 1.05M | +6.3% | $67.78M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | Coatue Management ✦ | 870.95K | 0.0% | $56.33M | 0.2% | Held | 5 | SEC ↗ |
| 8 | D. E. Shaw & Co. ✦ | 652.83K | -46.7% | $42.22M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 9 | Millennium Management ✦ | 127.33K | -1.2% | $8.24M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 10 | Marshall Wace ✦ | 111.15K | New | $7.19M | 0.0% | New | 1 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 70.51K | +16.5% | $4.56M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 50.91K | -47.4% | $3.29M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 13 | Citadel Advisors ✦ | 18.98K | -91.9% | $1.23M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 14 | Fidelity (FMR) ✦ | 11.66K | — | $754,335 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Point72 Asset Management ✦ | 4.93K | -83.0% | $318,713 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Gotham Asset Management ✦ | 4.82K | 0.0% | $311,822 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $7.19M | 0.0% |
Exited
| Renaissance Technologies | $66.36M | was 0.1% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 338 holders, 56.45M shares, $1.43B 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)
Officer, Director · Chief Executive… · 50.00K sh @ 25.55 · $1.28M
Open-market sales (S)
Officer · 116.00K sh · $3.17M
Officer · 913 sh · $27,417
Officer · 7.70K sh · $216,216
Officer · 8.95K sh · $251,298
Officer · 586 sh · $16,461
Officer · 10.00K sh · $314,633
Officer · 3.00K sh · $87,990
Officer · 2.03K sh · $59,683
Officer · 814 sh · $23,898
Officer · 7.17K sh · $210,646
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology