Security record · archived quarter
UPST
Upstart Holdings, Inc. · Financial Services · Financial - Credit Services
114Tracked holders
-1Δ holders
49.88MShares held
$1.99BReported value
+3New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth -0.9% ·
share flow +4.5% ·
net new positions 0.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 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 · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 8.07M | -2.0% | $353.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 8.07M | -2.0% | $353.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 8.07M | -2.0% | $353.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passive) | 8.07M | -2.0% | $353.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passive) | 8.07M | -2.0% | $353.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | The Vanguard Group ✦ (passive) | 8.07M | -2.0% | $353.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 7.09M | +3.4% | $309.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 7.09M | +3.4% | $309.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 7.09M | +3.4% | $309.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 7.09M | +3.4% | $309.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 7.09M | +3.4% | $309.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 7.09M | +3.4% | $309.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 7.09M | +3.4% | $309.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 7.09M | +3.4% | $309.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 7.09M | +3.4% | $309.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 7.09M | +3.4% | $309.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 7.09M | +3.4% | $309.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 7.09M | +3.4% | $309.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 7.09M | +3.4% | $309.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 7.09M | +3.4% | $309.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 7.09M | +3.4% | $309.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 7.09M | +3.4% | $309.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 7.09M | +3.4% | $309.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | BlackRock ✦ (passive) | 7.09M | +3.4% | $309.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | BlackRock ✦ (passive) | 7.09M | +3.4% | $309.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | BlackRock ✦ (passive) | 7.09M | +3.4% | $309.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 4.21M | +154.6% | $183.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 4.21M | +154.6% | $183.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 4.21M | +154.6% | $183.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 4.21M | +154.6% | $183.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 4.21M | +154.6% | $183.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 4.21M | +154.6% | $183.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 4.21M | +154.6% | $183.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Bank Of America Corp /De/ | 2.54M | — | $111.01M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Bank Of America Corp /De/ | 2.54M | — | $111.01M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Bank Of America Corp /De/ | 2.54M | — | $111.01M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Bank Of America Corp /De/ | 2.54M | — | $111.01M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Bank Of America Corp /De/ | 2.54M | — | $111.01M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Bank Of America Corp /De/ | 2.54M | — | $111.01M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Bank Of America Corp /De/ | 2.54M | — | $111.01M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Bank Of America Corp /De/ | 2.54M | — | $111.01M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Geode Capital Management ✦ (passive) | 2.07M | +1.3% | $90.47M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 43 | Geode Capital Management ✦ (passive) | 2.07M | +1.3% | $90.47M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 44 | State Street Global Advisors ✦ (passive) | 2.00M | -2.5% | $87.51M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 45 | State Street Global Advisors ✦ (passive) | 2.00M | -2.5% | $87.51M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 46 | State Street Global Advisors ✦ (passive) | 2.00M | -2.5% | $87.51M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 47 | Goldman Sachs Group ✦ | 1.65M | +4.0% | $72.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Goldman Sachs Group ✦ | 1.65M | +4.0% | $72.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Susquehanna International Group, Llp | 1.29M | — | $56.28M | 0.1% | n/c | 1 | SEC ↗ |
| 50 | Susquehanna International Group, Llp | 1.29M | — | $56.28M | 0.1% | n/c | 1 | SEC ↗ |
| 51 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 1.21M | — | $52.84M | 0.1% | n/c | 1 | SEC ↗ |
| 52 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 1.21M | — | $52.84M | 0.1% | n/c | 1 | SEC ↗ |
| 53 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 1.21M | — | $52.84M | 0.1% | n/c | 1 | SEC ↗ |
| 54 | Norges Bank ✦ (passive) | 1.14M | New | $49.91M | 0.0% | New | 1 | SEC ↗ |
| 55 | Citadel Advisors ✦ | 1.11M | +273.4% | $48.35M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 56 | Citadel Advisors ✦ | 1.11M | +273.4% | $48.35M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 57 | Barclays Plc | 864.10K | — | $37.79M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Barclays Plc | 864.10K | — | $37.79M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Barclays Plc | 864.10K | — | $37.79M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Connor, Clark & Lunn Investment… | 850.84K | — | $37.21M | 0.1% | n/c | 1 | SEC ↗ |
| 61 | Baillie Gifford ✦ | 758.93K | New | $33.19M | 0.0% | New | 1 | SEC ↗ |
| 62 | Baillie Gifford ✦ | 758.93K | New | $33.19M | 0.0% | New | 1 | SEC ↗ |
| 63 | Baillie Gifford ✦ | 758.93K | New | $33.19M | 0.0% | New | 1 | SEC ↗ |
| 64 | Baillie Gifford ✦ | 758.93K | New | $33.19M | 0.0% | New | 1 | SEC ↗ |
| 65 | Charles Schwab Investment… | 745.84K | — | $32.62M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Northern Trust Corp | 744.19K | — | $32.54M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Northern Trust Corp | 744.19K | — | $32.54M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Northern Trust Corp | 744.19K | — | $32.54M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Northern Trust Corp | 744.19K | — | $32.54M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Northern Trust Corp | 744.19K | — | $32.54M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Northern Trust Corp | 744.19K | — | $32.54M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | UBS Group AG | 642.14K | — | $28.08M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | UBS Group AG | 642.14K | — | $28.08M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | UBS Group AG | 642.14K | — | $28.08M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | UBS Group AG | 642.14K | — | $28.08M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | UBS Group AG | 642.14K | — | $28.08M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Citigroup Inc | 563.64K | — | $24.65M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Citigroup Inc | 563.64K | — | $24.65M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Citigroup Inc | 563.64K | — | $24.65M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Citigroup Inc | 563.64K | — | $24.65M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Marshall Wace ✦ | 551.17K | +12.3% | $24.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Marshall Wace ✦ | 551.17K | +12.3% | $24.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Wellington Management ✦ | 489.22K | +283.6% | $21.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Wellington Management ✦ | 489.22K | +283.6% | $21.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Wellington Management ✦ | 489.22K | +283.6% | $21.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Wellington Management ✦ | 489.22K | +283.6% | $21.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Wellington Management ✦ | 489.22K | +283.6% | $21.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Wellington Management ✦ | 489.22K | +283.6% | $21.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Wellington Management ✦ | 489.22K | +283.6% | $21.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Hsbc Holdings Plc | 420.29K | — | $18.41M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Hsbc Holdings Plc | 420.29K | — | $18.41M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Hsbc Holdings Plc | 420.29K | — | $18.41M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Hsbc Holdings Plc | 420.29K | — | $18.41M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Hsbc Holdings Plc | 420.29K | — | $18.41M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Hsbc Holdings Plc | 420.29K | — | $18.41M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | JPMorgan Chase ✦ | 410.61K | -62.8% | $17.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | JPMorgan Chase ✦ | 410.61K | -62.8% | $17.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | JPMorgan Chase ✦ | 410.61K | -62.8% | $17.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | JPMorgan Chase ✦ | 410.61K | -62.8% | $17.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | JPMorgan Chase ✦ | 410.61K | -62.8% | $17.96M | 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
| Norges Bank | $49.91M | 0.0% |
| Baillie Gifford | $33.19M | 0.0% |
| Baillie Gifford | $33.19M | 0.0% |
| Baillie Gifford | $33.19M | 0.0% |
| Baillie Gifford | $33.19M | 0.0% |
Exited
| Coatue Management | $44.24M | was 0.1% |
| Two Sigma Investments | $14.08M | was 0.0% |
| Bridgewater Associates | $3.15M | 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: Q4 2025 ·
Methodology ·
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