UPSTART HLDGS INC (UPST) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling UPST?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for UPSTART HLDGS INC, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on UPST?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for UPSTART HLDGS INC.

Is institutional money flowing into UPST?

146 institutional investors hold UPSTART HLDGS INC (UPST). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about UPST?

Track institutional sentiment and conviction scores for UPSTART HLDGS INC (UPST) including Smart Money Verdict and position changes on HoldingsIntel.

UPSTART HLDGS INC

UPST·91680M107·US·equity·Financial Services - Credit Services-13D/G

146

Holders

Avg rating(12 Elite)

$1.1B

Total Value

52% (175)

Fund Consensus

86 buying - 79 selling

Smart Money Verdict

View all

44Weak MomentumStrong Convergence

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See how UPST's score breaks down across 4 SEC sources

Held by 146 funds

12 elite

Who's Trading

InsiderGPGu PaulBuy $1.4MMay 13, 2026

InsiderGDGirouard DaveExercise 835K shMay 7, 2026

Activist

The Vanguard Group0.0%Mar 27, 2026

InsiderMNMirgorodskaya NataliaSell $10KMar 2, 2026

InsiderMNMirgorodskaya NataliaSell $25KFeb 25, 2026

ActivistJAJericho Capital Asset Management L.P.5.2%Feb 17, 2026

View all insider trades View all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	7.4M(+4.4%)	$189.9M	0.0%	-51.39%	32
MORGAN STANLEY	Decreased	4M(-5.5%)	$102M	0.0%	-33.14%	0
MWMARSHALL WACE, LLP	Increased	3.3M(+495.1%)	$84.1M	0.1%	-9.41%	48
GEODE CAPITAL MANAGEMENT, LLC	Increased	2.1M(+2.7%)	$54.5M	0.0%	-69.20%	30
STATE STREET CORP	Increased	2.1M(+2.6%)	$52.7M	0.0%	-22.79%	30
GOLDMAN SACHS GROUP INC	Decreased	1.6M(-5.6%)	$40M	0.0%	-51.52%	0
Clear Street Group Inc.	Decreased	1.6M(-24.6%)	$39.9M	0.2%	-37.37%	0
BARCLAYS PLC	Increased	1.3M(+47.2%)	$32.6M	0.0%	-25.95%	40
BAILLIE GIFFORD & CO	Increased	1.1M(+46.0%)	$28.4M	0.0%	-25.65%	39
DIMENSIONAL FUND ADVISORS LP	Increased	1M(+267.1%)	$26.2M	0.0%	-9.27%	46
UBS Group AG	Increased	881,867(+37.3%)	$22.6M	0.0%	-24.07%	37
COATUE MANAGEMENT LLC	New	870,947	$22.3M	0.1%	+4.50%	39
BALYASNY ASSET MANAGEMENT L.P.	Increased	869,416(+4310.6%)	$22.3M	0.0%	+2.17%	46
CAPITAL FUND MANAGEMENT S.A.	Increased	846,779(+26.1%)	$21.7M	0.1%	-33.81%	35
CITIGROUP INC	Increased	806,341(+43.1%)	$20.7M	0.0%	-40.79%	38
NORTHERN TRUST CORP	Increased	758,887(+2.0%)	$19.5M	0.0%	-70.56%	29
Point72 Asset Management, L.P.	Increased	756,060(+104.2%)	$19.4M	0.0%	-18.99%	46
JANE STREET GROUP, LLC	Increased	740,823(+293.0%)	$19M	0.0%	-14.73%	46
MILLENNIUM MANAGEMENT LLC	Increased	668,064(+205.4%)	$17.1M	0.0%	-13.62%	46
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	656,018(-12.0%)	$16.8M	0.0%	-71.10%	0

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer