Upstart Holdings Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 7.88 M | $279.14 M | 6.42% | 8.16% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 3.74 M | $132.50 M | -0.10% | 3.87% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 3.70 M | $131.04 M | -1.43% | 3.83% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 3.06 M | $108.40 M | -19.69% | 3.17% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 2.59 M | $91.75 M | -2.82% | 2.68% |
| MORGAN STANLEY | 08/13/2026 | 2.41 M | $85.55 M | -39.25% | 2.50% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 2.40 M | $84.86 M | 53.59% | 2.48% |
| MARSHALL WACE, LLP | 08/13/2026 | 2.37 M | $83.99 M | -27.73% | 2.45% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 2.23 M | $78.97 M | 4.92% | 2.31% |
| STATE STREET CORP | 08/07/2026 | 2.12 M | $75.06 M | 3.18% | 2.19% |
| CLEAR STREET GROUP INC. | 08/12/2026 | 1.83 M | $64.80 M | 17.61% | 1.89% |
| HALTER FERGUSON FINANCIAL INC. | 08/03/2026 | 1.75 M | $61.94 M | 19.13% | 1.81% |
| JANE STREET GROUP, LLC | 08/14/2026 | 1.72 M | $60.98 M | 69.84% | 1.78% |
| CITADEL ADVISORS LLC | 09/02/2026 | 1.61 M | $56.99 M | -31.04% | 1.67% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.51 M | $53.58 M | 198.90% | 1.57% |
| UBS GROUP AG | 08/13/2026 | 1.50 M | $53.27 M | 70.48% | 1.56% |
| LUMINARX CAPITAL MANAGEMENT LP | 08/14/2026 | 1.50 M | $1.23 M | 100.00% | 1.55% |
| JANE STREET GROUP, LLC | 08/14/2026 | 1.43 M | $50.64 M | 40.79% | 1.48% |
| CITIGROUP INC | 08/03/2026 | 1.14 M | $40.24 M | 40.84% | 1.18% |
| BARCLAYS PLC | 08/14/2026 | 1.13 M | $40.00 M | -11.26% | 1.17% |
| BAILLIE GIFFORD & CO | 08/06/2026 | 1.08 M | $38.38 M | -2.27% | 1.12% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 1.06 M | $37.55 M | 3.62% | 1.10% |
| CITADEL ADVISORS LLC | 09/02/2026 | 955.59 K | $33.86 M | 51.40% | 0.99% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 920.25 K | $32.60 M | 182.19% | 0.95% |
| CITADEL ADVISORS LLC | 09/02/2026 | 891.60 K | $31.59 M | -26.11% | 0.92% |
| POINT72 ASSET MANAGEMENT, L.P. | 08/14/2026 | 885.16 K | $31.36 M | 17.08% | 0.92% |
| COATUE MANAGEMENT LLC | 08/14/2026 | 870.95 K | $30.86 M | 0.00% | 0.90% |
| CAPITAL FUND MANAGEMENT S.A. | 08/13/2026 | 800.99 K | $28.38 M | -5.41% | 0.83% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 793.20 K | $28.10 M | 69.78% | 0.82% |
| NORTHERN TRUST CORP | 08/13/2026 | 785.10 K | $27.82 M | 3.45% | 0.81% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 765.28 K | $27.11 M | 16.66% | 0.79% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 765.28 K | $27.11 M | 100.00% | 0.79% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 764.85 K | $27.10 M | 14.49% | 0.79% |
| FMR LLC | 08/13/2026 | 706.55 K | $25.03 M | 4,694.71% | 0.73% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 603.26 K | $21.37 M | 1.00% | 0.62% |
| BALYASNY ASSET MANAGEMENT L.P. | 08/14/2026 | 556.76 K | $19.73 M | -35.96% | 0.58% |
| HSBC HOLDINGS PLC | 08/14/2026 | 508.90 K | $18.30 M | 1.78% | 0.53% |
| PEAK6 LLC | 08/13/2026 | 470.90 K | $16.68 M | -10.39% | 0.49% |
| HRT FINANCIAL LP | 08/14/2026 | 458.07 K | $16.23 M | 448.94% | 0.47% |
| WALLEYE CAPITAL LLC | 08/03/2026 | 449.13 K | $15.91 M | 3,701.36% | 0.47% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 379.06 K | $13.43 M | 1.50% | 0.39% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 362.20 K | $12.83 M | -60.48% | 0.38% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 335.28 K | $11.88 M | -0.60% | 0.35% |
| SQUAREPOINT OPS LLC | 08/14/2026 | 330.11 K | $11.70 M | -37.88% | 0.34% |
| FRED ALGER MANAGEMENT, LLC | 08/14/2026 | 303.33 K | $10.75 M | -45.79% | 0.31% |
| HIDDEN LAKE ASSET MANAGEMENT LP | 08/14/2026 | 281.61 K | $9.98 M | 100.00% | 0.29% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 273.25 K | $9.68 M | 2.21% | 0.28% |
| NUVEEN, LLC | 08/11/2026 | 268.55 K | $9.51 M | 42.58% | 0.28% |
| CAPTION MANAGEMENT, LLC | 08/14/2026 | 250.00 K | $8.86 M | 0.00% | 0.26% |
| ALBERTA INVESTMENT MANAGEMENT CORP | 08/06/2026 | 238.80 K | $8.46 M | 100.00% | 0.25% |
Upstart Holdings Inc institutional Ownership - FAQ's
During the previous two years, 509 institutional investors and hedge funds held shares of Upstart Holdings Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 7.88 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 3.74 M
VANGUARD CAPITAL MANAGEMENT LLC: 3.7 M
MORGAN STANLEY: 2.41 M
GOLDMAN SACHS GROUP INC: 2.4 M
MARSHALL WACE, LLP: 2.37 M
62.80% of Upstart Holdings Inc stock is owned by institutional investors.
Institutional investors have bought a total of 80.67 M shares in the last 24 months. This purchase volume represents approximately $2.25 B in transactions.