Upstart Holdings Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 8.07 M | $353.06 M | -2.03% | 8.41% |
| BLACKROCK, INC. | 02/12/2026 | 7.09 M | $309.99 M | 3.39% | 7.38% |
| JERICHO CAPITAL ASSET MANAGEMENT L.P. | 02/17/2026 | 5.01 M | $219.17 M | 11.85% | 5.22% |
| MORGAN STANLEY | 02/13/2026 | 4.21 M | $183.96 M | 154.63% | 4.38% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 3.31 M | $144.58 M | -27.80% | 3.44% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 2.54 M | $111.01 M | 935.84% | 2.64% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 2.07 M | $90.47 M | 1.31% | 2.15% |
| CLEAR STREET GROUP INC. | 02/13/2026 | 2.06 M | $90.16 M | 260.94% | 2.15% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 2.01 M | $88.09 M | -51.02% | 2.10% |
| STATE STREET CORP | 02/13/2026 | 2.00 M | $87.51 M | -2.45% | 2.08% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 1.65 M | $72.27 M | 3.96% | 1.71% |
| CITADEL ADVISORS LLC | 02/17/2026 | 1.63 M | $71.27 M | -46.37% | 1.70% |
| CITADEL ADVISORS LLC | 02/17/2026 | 1.46 M | $63.97 M | -63.32% | 1.52% |
| JANE STREET GROUP, LLC | 02/12/2026 | 1.35 M | $59.06 M | -12.54% | 1.40% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 1.29 M | $56.28 M | 33.67% | 1.34% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/17/2026 | 1.21 M | $52.84 M | 2.50% | 1.26% |
| MAREX GROUP PLC | 02/12/2026 | 1.18 M | $51.56 M | -9.62% | 1.23% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 1.15 M | $50.50 M | 11.93% | 1.20% |
| NORGES BANK | 02/10/2026 | 1.14 M | $49.91 M | 100.00% | 1.17% |
| CITADEL ADVISORS LLC | 02/17/2026 | 1.11 M | $48.35 M | 273.37% | 1.15% |
| SG AMERICAS SECURITIES, LLC | 01/09/2026 | 1.09 M | $47.48 M | 423.50% | 1.12% |
| FRED ALGER MANAGEMENT, LLC | 02/17/2026 | 1.01 M | $44.00 M | -10.77% | 1.05% |
| AZORA CAPITAL LP | 02/17/2026 | 882.23 K | $38.58 M | 100.00% | 0.92% |
| BARCLAYS PLC | 02/13/2026 | 864.10 K | $37.79 M | 20.11% | 0.90% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2026 | 850.84 K | $37.21 M | -12.45% | 0.87% |
| JANE STREET GROUP, LLC | 02/12/2026 | 789.10 K | $34.51 M | -53.76% | 0.82% |
| BAILLIE GIFFORD & CO | 01/23/2026 | 758.93 K | $33.19 M | 100.00% | 0.79% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 745.84 K | $32.62 M | 0.59% | 0.78% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 745.20 K | $32.59 M | -3.60% | 0.78% |
| NORTHERN TRUST CORP | 02/17/2026 | 744.19 K | $32.54 M | -5.24% | 0.77% |
| CAPITAL FUND MANAGEMENT S.A. | 02/17/2026 | 671.35 K | $29.36 M | 19.43% | 0.70% |
| UBS GROUP AG | 01/29/2026 | 642.14 K | $28.08 M | -22.20% | 0.67% |
| CITIGROUP INC | 02/13/2026 | 563.65 K | $24.65 M | 2.46% | 0.59% |
| MARSHALL WACE, LLP | 02/13/2026 | 551.17 K | $24.10 M | 12.35% | 0.57% |
| KADENSA CAPITAL LTD | 02/17/2026 | 520.99 K | $22.78 M | 14.46% | 0.54% |
| CLEAR STREET GROUP INC. | 02/13/2026 | 513.00 K | $22.43 M | 100.00% | 0.53% |
| HSBC HOLDINGS PLC | 03/20/2026 | 500.00 K | $21.91 M | 100.00% | 0.52% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 489.22 K | $21.39 M | 283.63% | 0.51% |
| NISHKAMA CAPITAL, LLC | 02/17/2026 | 487.06 K | $21.30 M | 100.00% | 0.51% |
| ANNEX ADVISORY SERVICES, LLC | 01/26/2026 | 421.37 K | $18.43 M | 103.47% | 0.44% |
| CAPITAL FUND MANAGEMENT S.A. | 02/17/2026 | 418.30 K | $18.29 M | 54.70% | 0.44% |
| HALTER FERGUSON FINANCIAL INC. | 02/05/2026 | 415.32 K | $18.16 M | 102.20% | 0.43% |
| JPMORGAN CHASE & CO | 02/11/2026 | 410.61 K | $17.96 M | -25.58% | 0.42% |
| POINT72 ASSET MANAGEMENT, L.P. | 02/17/2026 | 370.18 K | $16.19 M | 100.00% | 0.39% |
| DIVISADERO STREET CAPITAL MANAGEMENT, LP | 02/17/2026 | 370.00 K | $16.18 M | 100.00% | 0.39% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 02/17/2026 | 347.88 K | $15.21 M | -64.15% | 0.36% |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 336.19 K | $14.70 M | -0.63% | 0.35% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 318.55 K | $13.93 M | 34.33% | 0.33% |
| HIDDEN LAKE ASSET MANAGEMENT LP | 02/17/2026 | 316.59 K | $13.84 M | 100.00% | 0.33% |
| PEAK6 LLC | 03/12/2026 | 299.40 K | $13.09 M | 111.29% | 0.31% |
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Upstart Holdings Inc institutional Ownership - FAQ's
During the previous two years, 549 institutional investors and hedge funds held shares of Upstart Holdings Inc. The most heavily invested institutionals were:
Halter Ferguson Financial Inc.: 1.47 M
UBS Group AG: 881,867
HSBC HOLDINGS PLC: 288,044
Bank of New York Mellon Corp: 267,341
Nuveen, LLC: 188,344
SG Americas Securities, LLC: 183,637
66.87% of Upstart Holdings Inc stock is owned by institutional investors.
Institutional investors have bought a total of 76.65 M shares in the last 24 months. This purchase volume represents approximately $2.14 B in transactions.