Security record · archived quarter
UPST
Upstart Holdings, Inc. · Financial Services · Financial - Credit Services
105Tracked holders
-9Δ holders
45.83MShares held
$1.10BReported value
+4New positions
−14Exits
Momentum inputs (comparable managers):
holder breadth -7.9% ·
share flow +3.2% ·
net new positions -9.5%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 14.55K | $351,894 | n/a | n/a |
| 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 | n/a | n/a |
| Q3 2024 | 12 | +3 | 9.22M | $368.91M | +3 | n/a |
| Q2 2024 | 9 | n/a | 5.41M | $127.70M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 7.40M | +4.4% | $189.89M | 0.0% | ▲ Add | 4 | SEC ↗ ×19 |
| 2 | Morgan Stanley ✦ | 3.98M | -5.5% | $101.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 3 | Vanguard Capital Management Llc | 3.75M | n/a | $96.24M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Marshall Wace ✦ | 3.28M | +495.1% | $84.13M | 0.1% | ▲ Add | 4 | SEC ↗ ×4 |
| 5 | Geode Capital Management ✦ (passive) | 2.12M | +2.7% | $54.49M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 6 | State Street Global Advisors ✦ (passive) | 2.05M | +2.6% | $52.66M | 0.0% | ▲ Add | 6 | SEC ↗ ×3 |
| 7 | Goldman Sachs Group ✦ | 1.56M | -5.6% | $40.00M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 8 | Barclays Plc | 1.27M | +47.2% | $32.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 9 | Baillie Gifford ✦ | 1.11M | +46.0% | $28.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 10 | Dimensional Fund Advisors Lp | 1.02M | +267.1% | $26.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 11 | UBS Group AG | 881.87K | +37.3% | $22.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 12 | Coatue Management ✦ | 870.95K | New | $22.34M | 0.1% | New | 1 | SEC ↗ |
| 13 | Balyasny Asset Management L.P. | 869.42K | +4310.6% | $22.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Citigroup Inc | 806.34K | +43.1% | $20.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 15 | Northern Trust Corp | 758.89K | +2.0% | $19.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 16 | Point72 Asset Management ✦ | 756.06K | +104.2% | $19.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Jane Street Group, Llc | 740.82K | +293.0% | $19.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 18 | Millennium Management ✦ | 668.06K | +205.4% | $17.14M | 0.0% | ▲ Add | 8 | SEC ↗ ×3 |
| 19 | Charles Schwab Investment… | 656.02K | -12.0% | $16.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 631.16K | -42.9% | $16.19M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 21 | Squarepoint Ops LLC | 531.39K | New | $13.63M | 0.0% | New | 1 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 505.98K | -80.1% | $12.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 23 | First Trust Advisors Lp | 373.45K | +17.2% | $9.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 326.11K | -74.7% | $8.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Hsbc Holdings Plc | 288.04K | -31.5% | $7.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 267.34K | -0.7% | $6.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 27 | D. E. Shaw & Co. ✦ | 267.08K | -2.3% | $6.85M | 0.0% | ▼ Trim | 8 | SEC ↗ ×3 |
| 28 | Peak6 Llc | 242.03K | +38.1% | $6.21M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 29 | Bnp Paribas Financial Markets | 216.52K | +260.5% | $5.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 30 | Hrt Financial Lp | 209.95K | +79.3% | $5.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 31 | Nuveen, LLC | 188.34K | -0.7% | $4.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 32 | Connor, Clark & Lunn Investment… | 180.61K | -78.8% | $4.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | UBS AM, a distinct business unit of… | 178.98K | +13.7% | $4.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 34 | Swiss National Bank | 173.20K | +1.4% | $4.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Alliancebernstein L.P. | 99.99K | +1.2% | $4.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Qube Research & Technologies Ltd | 167.38K | +30.6% | $4.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 161.77K | -23.0% | $4.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 38 | Bank Of Nova Scotia | 150.47K | +6.3% | $3.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 152.06K | -63.0% | $3.68M | 0.0% | ▼ Trim | 3 | SEC ↗ ×10 |
| 40 | Holocene Advisors, LP | 134.93K | +1392.3% | $3.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 115.01K | -90.5% | $2.95M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 42 | Rhumbline Advisers | 108.06K | -0.9% | $2.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Invesco Ltd. | 107.29K | +17.9% | $2.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 44 | BNP Paribas Asset Management… | 105.39K | -91.6% | $2.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 45 | Quantinno Capital Management LP | 103.86K | +30.9% | $2.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | LPL Financial LLC | 100.87K | -5.5% | $2.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | California State Teachers… | 100.69K | +21.3% | $2.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Man Group plc | 100.19K | +42.6% | $2.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 49 | T. Rowe Price ✦ | 97.60K | +21.4% | $2.50M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 50 | Credit Agricole S A | 97.27K | -16.0% | $2.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Raymond James Financial Inc | 93.02K | -0.6% | $2.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 52 | State Of Wisconsin Investment Board | 3.01M | +0.1% | $2.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 53 | AQR Capital Management ✦ | 86.67K | +43.7% | $2.22M | 0.0% | ▲ Add | 7 | SEC ↗ ×6 |
| 54 | Bank Julius Baer & Co. Ltd, Zurich | 83.94K | +2.9% | $2.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Bank Of Montreal /Can/ | 81.49K | -10.1% | $2.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 56 | Deutsche Bank Ag\ | 80.99K | +9.4% | $2.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 57 | Nordea Investment Management Ab | 83.50K | -5.0% | $2.06M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 58 | Universal- Beteiligungs- und… | 70.80K | +40.5% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 59 | Legal & General Group Plc | 69.69K | -17.3% | $1.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 60 | Mml Investors Services, Llc | 63.44K | -16.2% | $1.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | IMC-Chicago, LLC | 54.84K | +17.4% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Commonwealth Equity Services, Llc | 54.17K | +3.4% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Creative Planning | 53.91K | +18.8% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Nomura Holdings Inc | 45.06K | +0.8% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Walleye Trading LLC | 41.24K | -58.3% | $1.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Manufacturers Life Insurance… | 41.05K | -6.4% | $1.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Jones Financial Companies Lllp | 38.28K | +173.2% | $948,097 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Mariner, LLC | 36.90K | +47.5% | $946,470 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 69 | Mercer Global Advisors Inc /Adv | 36.80K | -18.5% | $943,994 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Two Sigma Investments ✦ | 35.99K | New | $923,169 | 0.0% | New | 1 | SEC ↗ ×2 |
| 71 | Zurcher Kantonalbank (Zurich… | 35.71K | +18.2% | $915,987 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 72 | Osaic Holdings, Inc. | 27.59K | -18.4% | $707,582 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 73 | New York State Common Retirement… | 27.13K | 0.0% | $695,782 | 0.0% | Held | 2 | SEC ↗ |
| 74 | Cetera Investment Advisers | 26.06K | +4.9% | $668,490 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Janus Henderson Group Plc | 24.72K | +15.1% | $633,996 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | State Board Of Administration Of… | 21.35K | 0.0% | $547,628 | 0.0% | Held | 2 | SEC ↗ |
| 77 | Envestnet Asset Management Inc | 21.29K | -24.4% | $546,119 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Ameriprise Financial Inc | 19.78K | -47.5% | $507,383 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 79 | Sei Investments Co | 234.41K | +0.2% | $500,336 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 80 | Canada Pension Plan Investment Board | 18.30K | +64.9% | $469,395 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Russell Investments Group, Ltd. | 15.63K | +12.3% | $400,908 | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 82 | Voya Investment Management Llc | 14.79K | -3.0% | $379,389 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Fidelity (FMR) ✦ | 14.74K | +22.8% | $377,974 | 0.0% | ▲ Add | 4 | SEC ↗ ×6 |
| 84 | Rockefeller Capital Management L.P. | 14.60K | -15.7% | $374,362 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 85 | Pictet Asset Management Holding SA | 14.53K | +7.5% | $372,643 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Prudential Financial Inc | 13.63K | +155.0% | $349,610 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Tudor Investment Corp Et Al | 13.51K | New | $346,455 | 0.0% | New | 1 | SEC ↗ |
| 88 | ProShare Advisors LLC | 12.49K | -19.8% | $320,498 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Us Bancorp \De\ | 10.31K | +6.9% | $264,529 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 90 | Victory Capital Management Inc | 9.78K | +0.3% | $250,806 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Royal Bank Of Canada | 6.51K | -81.7% | $167,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 92 | Mitsubishi UFJ Asset Management… | 6.33K | -1.8% | $162,467 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Ensign Peak Advisors, Inc | 5.15K | 0.0% | $132,098 | 0.0% | Held | 2 | SEC ↗ |
| 94 | Fifth Third Bancorp | 4.96K | +726.2% | $127,147 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Pnc Financial Services Group, Inc. | 3.88K | +43.9% | $99,651 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 96 | Cwm, Llc | 2.71K | -21.4% | $69,384 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Asset Management One Co., Ltd. | 1.80K | +2.2% | $46,247 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Northwestern Mutual Wealth… | 1.25K | +116.0% | $32,139 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Schroder Investment Management Group | 756 | n/a | $18,310 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 100 | National Bank Of Canada /Fi/ | 601 | +25.7% | $15,401 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Coatue Management | $22.34M | 0.1% |
| Squarepoint Ops LLC | $13.63M | 0.0% |
| Two Sigma Investments | $923,169 | 0.0% |
| Tudor Investment Corp Et Al | $346,455 | 0.0% |
Exited
| Norges Bank | $49.91M | was 0.0% |
| Wellington Management | $21.39M | was 0.0% |
| Optiver Holding B.V. | $7.53M | was 0.1% |
| Simplex Trading, Llc | $2.11M | was 0.1% |
| Lazard Asset Management Llc | $1.03M | was 0.0% |
| Truist Financial Corp | $468,742 | was 0.0% |
| Ctc Llc | $406,470 | was 0.0% |
| Wealthfront Advisers LLC | $351,239 | was 0.0% |
| Wealth Enhancement Advisory… | $295,464 | was 0.0% |
| Neuberger Berman Group LLC | $285,644 | was 0.0% |
| Gotham Asset Management | $223,198 | was 0.0% |
| Principal Financial Group Inc | $220,181 | was 0.0% |
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.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Sep 10
Gu Paul
Officer, Director · Chief Executive… · 50.00K sh @ 25.55 · $1.28M
Open-market sales (S)
Sep 08
Datta Sanjay
Officer · 116.00K sh · $3.17M
Aug 25
Mirgorodskaya Natalia
Officer · 913 sh · $27,417
Aug 20
Darling Scott
Officer · 7.70K sh · $216,216
Aug 20
Datta Sanjay
Officer · 8.95K sh · $251,298
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
Darling Scott
Officer · 814 sh · $23,898
Aug 17
Blankmeyer Andrea
Officer · 7.17K sh · $210,646
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: Q1 2026 ·
Methodology ·
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