Upstart Holdings Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 7.40 M | $189.89 M | 4.43% | 7.64% |
| MORGAN STANLEY | 05/15/2026 | 3.98 M | $101.96 M | -5.50% | 4.10% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 3.81 M | $97.72 M | 15.23% | 3.93% |
| 05/15/2026 | 3.75 M | $96.24 M | 100.00% | 3.87% | |
| 05/08/2026 | 3.74 M | $96.02 M | 100.00% | 3.86% | |
| MARSHALL WACE, LLP | 05/15/2026 | 3.28 M | $84.13 M | 495.12% | 3.39% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 2.66 M | $68.35 M | 32.28% | 2.75% |
| CITADEL ADVISORS LLC | 05/15/2026 | 2.33 M | $59.83 M | 59.44% | 2.41% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 2.12 M | $54.49 M | 2.69% | 2.19% |
| STATE STREET CORP | 05/15/2026 | 2.05 M | $52.66 M | 2.60% | 2.12% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 1.56 M | $40.00 M | -5.64% | 1.61% |
| CLEAR STREET GROUP INC. | 05/15/2026 | 1.56 M | $39.89 M | -24.57% | 1.60% |
| HALTER FERGUSON FINANCIAL INC. | 04/28/2026 | 1.47 M | $37.64 M | 253.31% | 1.51% |
| BARCLAYS PLC | 05/15/2026 | 1.27 M | $32.63 M | 47.24% | 1.31% |
| CITADEL ADVISORS LLC | 05/15/2026 | 1.21 M | $30.95 M | -25.96% | 1.25% |
| BAILLIE GIFFORD & CO | 05/08/2026 | 1.11 M | $28.43 M | 46.03% | 1.14% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 1.02 M | $26.23 M | 267.13% | 1.06% |
| JANE STREET GROUP, LLC | 05/12/2026 | 1.02 M | $26.04 M | -24.83% | 1.05% |
| JANE STREET GROUP, LLC | 05/12/2026 | 1.01 M | $25.99 M | 28.41% | 1.05% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 916.60 K | $23.51 M | -20.62% | 0.95% |
| UBS GROUP AG | 05/05/2026 | 881.87 K | $22.62 M | 37.33% | 0.91% |
| COATUE MANAGEMENT LLC | 05/15/2026 | 870.95 K | $22.34 M | 100.00% | 0.90% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2026 | 869.42 K | $22.30 M | 4,310.59% | 0.90% |
| CAPITAL FUND MANAGEMENT S.A. | 05/14/2026 | 846.78 K | $21.72 M | 26.13% | 0.87% |
| CITIGROUP INC | 05/11/2026 | 806.34 K | $20.68 M | 43.06% | 0.83% |
| NORTHERN TRUST CORP | 05/14/2026 | 758.89 K | $19.47 M | 1.98% | 0.78% |
| POINT72 ASSET MANAGEMENT, L.P. | 05/15/2026 | 756.06 K | $19.39 M | 104.24% | 0.78% |
| JANE STREET GROUP, LLC | 05/12/2026 | 740.82 K | $19.00 M | 293.04% | 0.76% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 668.06 K | $17.14 M | 205.40% | 0.69% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 656.02 K | $16.83 M | -12.04% | 0.68% |
| CITADEL ADVISORS LLC | 05/15/2026 | 631.16 K | $16.19 M | -42.92% | 0.65% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 597.31 K | $15.32 M | 100.00% | 0.62% |
| KADENSA CAPITAL LTD | 05/15/2026 | 589.87 K | $15.13 M | 13.22% | 0.61% |
| FRED ALGER MANAGEMENT, LLC | 05/15/2026 | 559.53 K | $14.35 M | -44.39% | 0.58% |
| SQUAREPOINT OPS LLC | 05/15/2026 | 531.39 K | $13.63 M | 100.00% | 0.55% |
| PEAK6 LLC | 05/14/2026 | 525.50 K | $13.48 M | 75.52% | 0.54% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 505.98 K | $12.98 M | -80.07% | 0.52% |
| HSBC HOLDINGS PLC | 04/30/2026 | 500.00 K | $12.85 M | 0.00% | 0.52% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 467.20 K | $11.98 M | -37.31% | 0.48% |
| UBS GROUP AG | 05/05/2026 | 375.00 K | $9.62 M | 316.67% | 0.39% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 373.46 K | $9.58 M | 17.24% | 0.39% |
| CATALYTIC WEALTH RIA, LLC | 05/14/2026 | 344.65 K | $8.84 M | 38.15% | 0.36% |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 337.29 K | $8.65 M | 0.33% | 0.35% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 326.11 K | $8.36 M | -74.66% | 0.34% |
| HSBC HOLDINGS PLC | 04/30/2026 | 288.04 K | $7.40 M | 37.07% | 0.30% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 267.34 K | $6.86 M | -0.70% | 0.28% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 267.08 K | $6.85 M | -2.34% | 0.28% |
| CAPTION MANAGEMENT, LLC | 05/15/2026 | 250.00 K | $6.41 M | 0.00% | 0.26% |
| PEAK6 LLC | 05/14/2026 | 242.03 K | $6.21 M | 176.24% | 0.25% |
| SQUAREPOINT OPS LLC | 05/15/2026 | 226.50 K | $5.81 M | 197.24% | 0.23% |
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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:
Halter Ferguson Financial Inc.: 1.75 M
CITIGROUP INC: 1.14 M
BAILLIE GIFFORD & CO: 1.08 M
Walleye Capital LLC: 449,131
Bank of New York Mellon Corp: 273,245
Alberta Investment Management Corp: 238,800
57.98% of Upstart Holdings Inc stock is owned by institutional investors.
Institutional investors have bought a total of 72.80 M shares in the last 24 months. This purchase volume represents approximately $2.03 B in transactions.