Security record · archived quarter
UPST
Upstart Holdings, Inc. · Financial Services · Financial - Credit Services
19Tracked holders
+1Δ holders
27.28MShares held
$1.39BReported value
+2New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +5.6% ·
share flow +2.3% ·
net new positions 0.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
Ownership over time
| 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 | — | — |
Who holds it · Q3 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 8.24M | -0.2% | $418.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 8.24M | -0.2% | $418.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 8.24M | -0.2% | $418.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passive) | 8.24M | -0.2% | $418.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passive) | 8.24M | -0.2% | $418.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | The Vanguard Group ✦ (passive) | 8.24M | -0.2% | $418.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 6.86M | +1.3% | $348.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 6.86M | +1.3% | $348.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 6.86M | +1.3% | $348.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 6.86M | +1.3% | $348.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 6.86M | +1.3% | $348.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 6.86M | +1.3% | $348.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 6.86M | +1.3% | $348.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 6.86M | +1.3% | $348.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 6.86M | +1.3% | $348.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 6.86M | +1.3% | $348.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 6.86M | +1.3% | $348.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 6.86M | +1.3% | $348.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 6.86M | +1.3% | $348.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 6.86M | +1.3% | $348.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 6.86M | +1.3% | $348.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 6.86M | +1.3% | $348.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | State Street Global Advisors ✦ (passive) | 2.05M | -1.2% | $104.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Geode Capital Management ✦ (passive) | 2.04M | +1.6% | $103.74M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 25 | Geode Capital Management ✦ (passive) | 2.04M | +1.6% | $103.74M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 1.65M | — | $83.92M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 1.65M | — | $83.92M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 1.65M | — | $83.92M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 1.65M | — | $83.92M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 1.65M | — | $83.92M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 1.65M | — | $83.92M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 1.65M | — | $83.92M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 1.59M | — | $80.75M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 1.59M | — | $80.75M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 1.10M | — | $56.06M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 1.10M | — | $56.06M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 1.10M | — | $56.06M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 1.10M | — | $56.06M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 1.10M | — | $56.06M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 1.10M | — | $56.06M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 1.10M | — | $56.06M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 1.10M | — | $56.06M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 1.10M | — | $56.06M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 1.10M | — | $56.06M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 1.10M | — | $56.06M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 1.10M | — | $56.06M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 1.10M | — | $56.06M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 1.10M | — | $56.06M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 1.10M | — | $56.06M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 1.10M | — | $56.06M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 1.10M | — | $56.06M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 1.10M | — | $56.06M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | T. Rowe Price ✦ | 991.43K | +1306.0% | $50.37M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 54 | T. Rowe Price ✦ | 991.43K | +1306.0% | $50.37M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 55 | Coatue Management ✦ | 870.95K | 0.0% | $44.24M | 0.1% | Held | 6 | SEC ↗ |
| 56 | Marshall Wace ✦ | 490.58K | +341.4% | $24.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Marshall Wace ✦ | 490.58K | +341.4% | $24.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Marshall Wace ✦ | 490.58K | +341.4% | $24.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Millennium Management ✦ | 456.25K | +258.3% | $23.18M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 60 | Millennium Management ✦ | 456.25K | +258.3% | $23.18M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 61 | Citadel Advisors ✦ | 296.16K | +1460.7% | $15.04M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 62 | Two Sigma Investments ✦ | 277.14K | -78.4% | $14.08M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 63 | Wellington Management ✦ | 127.52K | New | $6.48M | 0.0% | New | 1 | SEC ↗ |
| 64 | Wellington Management ✦ | 127.52K | New | $6.48M | 0.0% | New | 1 | SEC ↗ |
| 65 | Wellington Management ✦ | 127.52K | New | $6.48M | 0.0% | New | 1 | SEC ↗ |
| 66 | D. E. Shaw & Co. ✦ | 109.19K | -83.3% | $5.55M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 67 | Bridgewater Associates ✦ | 61.97K | New | $3.15M | 0.0% | New | 1 | SEC ↗ |
| 68 | AQR Capital Management ✦ | 45.23K | -11.1% | $2.30M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 69 | AQR Capital Management ✦ | 45.23K | -11.1% | $2.30M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 70 | AQR Capital Management ✦ | 45.23K | -11.1% | $2.30M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 71 | AQR Capital Management ✦ | 45.23K | -11.1% | $2.30M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 72 | Fidelity (FMR) ✦ | 13.95K | +19.6% | $708,687 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Fidelity (FMR) ✦ | 13.95K | +19.6% | $708,687 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Fidelity (FMR) ✦ | 13.95K | +19.6% | $708,687 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Gotham Asset Management ✦ | 4.82K | 0.0% | $244,907 | 0.0% | Held | 5 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Wellington Management | $6.48M | 0.0% |
| Wellington Management | $6.48M | 0.0% |
| Wellington Management | $6.48M | 0.0% |
| Bridgewater Associates | $3.15M | 0.0% |
Exited
| Norges Bank | $67.78M | was 0.0% |
| Point72 Asset Management | $318,713 | was 0.0% |
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.
Frequently co-owned
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)
Aug 20
Datta Sanjay
Officer · 8.95K sh · $251,298
Aug 20
Darling Scott
Officer · 7.70K sh · $216,216
Aug 20
Mirgorodskaya Natalia
Officer · 586 sh · $16,461
Aug 19
Datta Sanjay
Officer · 10.00K sh · $314,633
Aug 19
Blankmeyer Andrea
Officer · 3.00K sh · $87,990
Aug 17
Datta Sanjay
Officer · 2.03K sh · $59,683
Aug 17
Blankmeyer Andrea
Officer · 7.17K sh · $210,646
Aug 17
Darling Scott
Officer · 814 sh · $23,898
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Jul 13
SC 13G/A — Jericho Capital Asset Management L.P.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q3 2025 ·
Methodology ·
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