UPST Upstart Holdings, Inc.
Upstart Holdings, Inc. (UPST) Institutional Ownership
What the institutions did with UPST last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 7.9M | 13.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.7M | 6.4% |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.7M | 6.3% |
| MORGAN STANLEY | 2.4M | 4.1% |
| GOLDMAN SACHS GROUP INC | 2.4M | 4.1% |
| MARSHALL WACE, LLP | 2.4M | 4.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.2M | 3.8% |
| STATE STREET CORP | 2.1M | 3.6% |
| Clear Street Group Inc. | 1.8M | 3.1% |
| Halter Ferguson Financial Inc. | 1.7M | 3.0% |
| BANK OF AMERICA CORP /DE/ | 1.5M | 2.6% |
| UBS Group AG | 1.5M | 2.6% |
| CITIGROUP INC | 1.1M | 1.9% |
| BARCLAYS PLC | 1.1M | 1.9% |
| BAILLIE GIFFORD & CO | 1.1M | 1.9% |
| DIMENSIONAL FUND ADVISORS LP | 1.1M | 1.8% |
| CITADEL ADVISORS LLC | 955.6K | 1.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 920.3K | 1.6% |
| Point72 Asset Management, L.P. | 885.2K | 1.5% |
| COATUE MANAGEMENT LLC | 870.9K | 1.5% |
| CAPITAL FUND MANAGEMENT S.A. | 801.0K | 1.4% |
| NORTHERN TRUST CORP | 785.1K | 1.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 765.3K | 1.3% |
| MILLENNIUM MANAGEMENT LLC | 764.8K | 1.3% |
| FMR LLC | 706.5K | 1.2% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| MORGAN STANLEY | Reduced | 4.0M | 2.4M | -1.6M |
| BANK OF AMERICA CORP /DE/ | Increased | 506.0K | 1.5M | +1.0M |
| MARSHALL WACE, LLP | Reduced | 3.3M | 2.4M | -909.4K |
| GOLDMAN SACHS GROUP INC | Increased | 1.6M | 2.4M | +835.7K |
| JANE STREET GROUP, LLC | Reduced | 740.8K | 25.8K | -715.1K |
| FMR LLC | Increased | 14.7K | 706.5K | +691.8K |
| UBS Group AG | Increased | 881.9K | 1.5M | +621.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Increased | 326.1K | 920.3K | +594.1K |
| KADENSA CAPITAL Ltd | Sold Out | 589.9K | 0 | -589.9K |
| HRT FINANCIAL LP | Increased | 83.4K | 592.2K | +508.7K |
| BlackRock, Inc. | Increased | 7.4M | 7.9M | +475.6K |
| Walleye Capital LLC | Increased | 11.8K | 449.1K | +437.3K |
| GC Wealth Management RIA, LLC | Sold Out | 344.6K | 0 | -344.6K |
| CITIGROUP INC | Increased | 806.3K | 1.1M | +329.3K |
| CITADEL ADVISORS LLC | Increased | 631.2K | 955.6K | +324.4K |
| Balyasny Asset Management L.P. | Reduced | 869.4K | 556.8K | -312.7K |
| Hidden Lake Asset Management LP | New | 0 | 281.6K | +281.6K |
| Halter Ferguson Financial Inc. | Increased | 1.5M | 1.7M | +280.8K |
| Clear Street Group Inc. | Increased | 1.6M | 1.8M | +273.9K |
| D. E. Shaw & Co., Inc. | Sold Out | 267.1K | 0 | -267.1K |
| FRED ALGER MANAGEMENT, LLC | Reduced | 559.5K | 303.3K | -256.2K |
| Alberta Investment Management Corp | New | 0 | 238.8K | +238.8K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold Out | 215.3K | 0 | -215.3K |
| Squarepoint Ops LLC | Reduced | 531.4K | 330.1K | -201.3K |
| Connor, Clark & Lunn Investment Management Ltd. | Sold Out | 180.6K | 0 | -180.6K |
| SG Americas Securities, LLC | Reduced | 183.6K | 5.7K | -177.9K |
| PEAK6 LLC | Reduced | 242.0K | 72.9K | -169.2K |
| Qube Research & Technologies Ltd | Sold Out | 167.4K | 0 | -167.4K |
| Trexquant Investment LP | Reduced | 226.2K | 79.7K | -146.5K |
| BARCLAYS PLC | Reduced | 1.3M | 1.1M | -143.3K |
| Gator Capital Management, LLC | Increased | 20.0K | 161.5K | +141.5K |
| IMC-Chicago, LLC | Increased | 54.8K | 194.0K | +139.2K |
| Point72 Asset Management, L.P. | Increased | 756.1K | 885.2K | +129.1K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Increased | 656.0K | 765.3K | +109.3K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 2.1M | 2.2M | +104.6K |
| BLUE JEAN FINANCIAL LLC | New | 0 | 103.0K | +103.0K |
| Neo Ivy Capital Management | Sold Out | 103.0K | 0 | -103.0K |
| PDT Partners, LLC | Sold Out | 100.0K | 0 | -100.0K |
| MILLENNIUM MANAGEMENT LLC | Increased | 668.1K | 764.8K | +96.8K |
| HSBC HOLDINGS PLC | Reduced | 288.0K | 200.0K | -88.1K |
| NORDEA INVESTMENT MANAGEMENT AB | Sold Out | 83.5K | 0 | -83.5K |
| Edgestream Partners, L.P. | New | 0 | 82.1K | +82.1K |
| Holocene Advisors, LP | Reduced | 134.9K | 54.6K | -80.4K |
| Nuveen, LLC | Increased | 188.3K | 268.5K | +80.2K |
| CONGRESS ASSET MANAGEMENT CO | Sold Out | 76.4K | 0 | -76.4K |
| Quadrature Capital Ltd | New | 0 | 76.3K | +76.3K |
| ExodusPoint Capital Management, LP | New | 0 | 75.6K | +75.6K |
| Quantbot Technologies LP | Reduced | 106.1K | 32.6K | -73.5K |
| Lighthouse Investment Partners, LLC | New | 0 | 69.0K | +69.0K |
| CenterBook Partners LP | New | 0 | 67.3K | +67.3K |
| STATE STREET CORP | Increased | 2.1M | 2.1M | +65.4K |
| Walleye Trading LLC | Increased | 41.2K | 101.9K | +60.7K |
| Corient Private Wealth LP | New | 0 | 58.5K | +58.5K |
| WINTON GROUP Ltd | Reduced | 75.9K | 18.6K | -57.3K |
| Aquatic Capital Management LLC | Increased | 8.3K | 64.5K | +56.2K |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | 3.8M | 3.7M | -53.5K |
| Liontrust Investment Partners LLP | Sold Out | 52.0K | 0 | -52.0K |
| Schonfeld Strategic Advisors LLC | Increased | 67.5K | 115.0K | +47.5K |
| Marex Group plc | Reduced | 116.3K | 70.2K | -46.1K |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | 846.8K | 801.0K | -45.8K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.