Upstart Holdings, Inc. - Common Stock, $0.0001 par value per share (UPST)

Historical Holders from Q4 2020 to Q4 2025

Type / Class
Equity / Common Stock, $0.0001 par value per share
Symbol
UPST on Nasdaq
Shares outstanding
97,074,649
Price per share
$43.73
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
64,331,012
Total reported value
$3,269,887,467
% of total 13F portfolios
0%
Share change
+2,210,964
Value change
+$26,378,128
Avg buy value change
+0%
Avg sell value change
-0%
Number of holders
404
Price from insider filings
$50.00
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Upstart Holdings, Inc. - Common Stock, $0.0001 par value per share (UPST) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
SUSQUEHANNA SECURITIES, LLC 5.7% $281,089,354 5,533,255 G1 Execution Services, LLC 30 Sep 2025
D. E. SHAW & CO, L.P. 4.9% -2% $177,293,724 4,599,059 0% D. E. Shaw & Co., L.P. 31 Dec 2024
Citadel Securities GP LLC 4.7% $228,646,735 4,500,982 Citadel Securities GP LLC 02 Oct 2025
As of 30 Sep 2025, Upstart Holdings, Inc. - Common Stock, $0.0001 par value per share (UPST) has 404 institutional shareholders filing 13F forms. They hold 64,331,012 shares of 97,074,649 outstanding shares (66%) .

Top 25 institutional shareholders own 48% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 8.5% 8,240,724 -0.22% 0.01% $418,628,779
BlackRock, Inc. 7.1% 6,856,038 +1.3% 0.01% $348,286,729
Jericho Capital Asset Management L.P. 4.6% 4,480,809 +23% 2.4% $227,625,097
Slate Path Capital LP 2.8% 2,731,974 2.1% $138,784,279
STATE STREET CORP 2.1% 2,051,352 -1.2% 0% $104,208,682
GEODE CAPITAL MANAGEMENT, LLC 2.1% 2,041,781 +1.6% 0.01% $103,737,038
MORGAN STANLEY 1.7% 1,652,024 -1.2% 0.01% $83,922,867
GOLDMAN SACHS GROUP INC 1.6% 1,589,648 +21% 0.01% $80,754,119
Squarepoint Ops LLC 1.4% 1,356,294 +34% 0.15% $68,899,735
Marex Group plc 1.3% 1,304,483 +614% 0.82% $66,267,737
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.2% 1,178,677 -1.4% 0.1% $59,878,477
FRED ALGER MANAGEMENT, LLC 1.2% 1,127,568 -7.6% 0.22% $57,280,455
FULLER & THALER ASSET MANAGEMENT, INC. 1.1% 1,046,143 +3.4% 0.18% $53,144,087
Tidal Investments LLC 1% 1,000,638 +59% 0.22% $50,832,410
PRICE T ROWE ASSOCIATES INC /MD/ 1% 991,433 +1306% 0.01% $50,366,000
JANE STREET GROUP, LLC 1% 974,697 +505% 0.06% $49,514,607
Connor, Clark & Lunn Investment Management Ltd. 1% 971,856 +31% 0.16% $49,370,285
VOLORIDGE INVESTMENT MANAGEMENT, LLC 1% 970,306 +80% 0.17% $49,291,545
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.99% 962,880 -24% 0.07% $48,914,304
COATUE MANAGEMENT LLC 0.9% 870,947 0% 0.11% $44,244,108
WELLS FARGO & COMPANY/MN 0.87% 846,246 +132% 0.01% $42,989,290
UBS Group AG 0.85% 825,348 +0.64% 0.01% $41,927,679
NORTHERN TRUST CORP 0.81% 785,312 +0.08% 0.01% $39,893,849
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.76% 741,430 +7.4% 0.01% $37,664,644
BARCLAYS PLC 0.74% 719,410 +23% 0.01% $36,546,027

Institutional Holders of Upstart Holdings, Inc. - Common Stock, $0.0001 par value per share (UPST) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 1,196,272 $52,378,642 +$37,950,447 $43.73 12
2025 Q3 64,331,012 $3,269,887,467 +$26,378,128 $50.80 404
2025 Q2 61,482,911 $3,976,738,183 +$285,173,830 $64.68 414
2025 Q1 59,214,710 $2,725,795,902 +$10,538,574 $46.03 377
2024 Q4 58,255,308 $3,587,740,235 +$476,994,534 $61.57 382
2024 Q3 49,024,448 $1,961,778,588 +$423,592,312 $40.01 343
2024 Q2 38,895,116 $917,683,106 +$23,382,573 $23.59 275
2024 Q1 36,503,608 $981,581,345 -$140,179,437 $26.89 276
2023 Q4 36,584 $1,494,821 -$419,180 $40.86 5
2023 Q3 37,220,446 $1,067,850,932 +$36,709,991 $28.54 277
2023 Q2 35,548,933 $1,276,832,184 +$267,114,585 $35.81 285
2023 Q1 29,577,986 $469,880,984 +$4,441,044 $15.89 248
2022 Q4 29,384,421 $388,513,968 -$58,348,308 $13.22 243
2022 Q3 31,146,698 $648,127,896 -$175,504,862 $20.79 253
2022 Q2 35,045,079 $1,108,146,302 -$335,680,109 $31.62 292
2022 Q1 39,327,524 $4,286,109,974 -$52,953,640 $109.09 463
2021 Q4 36,817,536 $5,573,896,527 -$800,614,637 $151.30 438
2021 Q3 39,726,625 $12,571,333,095 +$2,615,284,041 $316.44 409
2021 Q2 37,653,823 $4,622,308,610 -$444,831,317 $124.90 242
2021 Q1 36,795,965 $4,644,023,167 -$70,410,612 $128.86 125
2020 Q4 43,589,137 $1,731,195,000 +$1,561,157,765 $40.75 60