Who owns Upstart Holdings, Inc.?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of UPST from SEC Form 13F filings across 369 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 369 institutions disclosed 59.8M shares of Upstart Holdings, Inc. worth $2.07B — about 61.9% of shares outstanding; the largest disclosed holder is BlackRock, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
369
13F holders
$2.07B
value, 2026 filers
61.9%
of shares outstanding (59.8M sh)
81
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of UPST's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7.9M | $279.1M | 0.0% | 8.2% | +6.4% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.7M | $132.5M | 0.0% | 3.9% | -0.1% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 3.7M | $131.0M | 0.0% | 3.8% | -1.4% |
| 4 | MORGAN STANLEY | 2.4M | $85.6M | 0.0% | 2.5% | -39.3% |
| 5 | GOLDMAN SACHS GROUP INC | 2.4M | $84.9M | 0.0% | 2.5% | +53.6% |
| 6 | MARSHALL WACE, LLP | 2.4M | $84.0M | 0.1% | 2.5% | -27.7% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2.2M | $79.0M | 0.0% | 2.3% | +4.9% |
| 8 | STATE STREET CORP | 2.1M | $75.1M | 0.0% | 2.2% | +3.2% |
| 9 | Clear Street Group Inc. | 1.8M | $64.8M | 0.2% | 1.9% | +17.6% |
| 10 | Halter Ferguson Financial Inc. | 1.7M | $61.9M | 10.0% | 1.8% | +19.1% |
| 11 | BANK OF AMERICA CORP /DE/ | 1.5M | $53.6M | 0.0% | 1.6% | +198.9% |
| 12 | UBS Group AG | 1.5M | $53.3M | 0.0% | 1.6% | +70.5% |
| 13 | LuminArx Capital Management LPNEW | 1.5M | $1.2M | 0.5% | 1.6% | new |
| 14 | CITIGROUP INC | 1.1M | $40.2M | 0.0% | 1.2% | +40.8% |
| 15 | BARCLAYS PLC | 1.1M | $40.0M | 0.0% | 1.2% | -11.3% |
| 16 | BAILLIE GIFFORD & CO | 1.1M | $38.4M | 0.0% | 1.1% | -2.3% |
| 17 | DIMENSIONAL FUND ADVISORS LP | 1.1M | $37.5M | 0.0% | 1.1% | +3.6% |
| 18 | CITADEL ADVISORS LLC | 955,585 | $33.9M | 0.0% | 1% | +51.4% |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 920,253 | $32.6M | 0.0% | 1% | +182.2% |
| 20 | Point72 Asset Management, L.P. | 885,159 | $31.4M | 0.0% | 0.9% | +17.1% |
| 21 | COATUE MANAGEMENT LLC | 870,947 | $30.9M | 0.1% | 0.9% | 0.0% |
| 22 | CAPITAL FUND MANAGEMENT S.A. | 800,994 | $28.4M | 0.1% | 0.8% | -5.4% |
| 23 | NORTHERN TRUST CORP | 785,102 | $27.8M | 0.0% | 0.8% | +3.5% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 765,281 | $27.1M | 0.0% | 0.8% | +16.7% |
| 25 | MILLENNIUM MANAGEMENT LLC | 764,847 | $27.1M | 0.0% | 0.8% | +14.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.