UPSTART HLDGS INC (UPST) is held by 152 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is BlackRock, Inc. as of Q1 2026.

Are institutions buying or selling UPST?

In Q1 2026, 91 institutions opened or increased positions in UPSTART HLDGS INC while 78 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on UPST?

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

How many hedge funds hold UPST?

152 institutional investors report holding UPSTART HLDGS INC (UPST) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into UPST?

As of Q1 2026, tracked institutions in UPSTART HLDGS INC show 91 buyers versus 78 sellers — net inflows.

UPSTART HLDGS INC

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

152

Holders

(32 Elite)

$1.3B

Total Value

54% (169)

Consensus

91 buying - 78 selling

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

Smart Money Verdict

View all

Held by 152 funds

32 elite

Who's Trading

ActivistJAJericho Capital Asset Management L.P.0.0%Jul 13, 2026

InsiderDSDatta SanjaySell $456KJun 9, 2026

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

InsiderDSDatta SanjaySell $238KFeb 20, 2026

InsiderDSDarling ScottSell $193KFeb 20, 2026

InsiderDSDarling ScottSell $12KFeb 20, 2026

View all insider trades View all activist filings

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	7.4M(+4.4%)	$189.9M	0.0%	-46.06%	32
MORGAN STANLEY	Decreased	4M(-5.5%)	$102M	0.0%	-25.83%	0
VAVANGUARD CAPITAL MANAGEMENT LLC	New	3.8M	$96.2M	0.0%	+15.93%	41
VPVANGUARD PORTFOLIO MANAGEMENT LLC	New	3.7M	$96M	0.0%	+15.93%	41
MWMARSHALL WACE, LLP	Increased	3.3M(+495.1%)	$84.1M	0.1%	+0.51%	48
GEODE CAPITAL MANAGEMENT, LLC	Increased	2.1M(+2.7%)	$54.5M	0.0%	-65.83%	30
STATE STREET CORP	Increased	2.1M(+2.6%)	$52.7M	0.0%	-14.34%	30
GOLDMAN SACHS GROUP INC	Decreased	1.6M(-5.6%)	$40M	0.0%	-46.21%	0
Clear Street Group Inc.	Decreased	1.6M(-24.6%)	$39.9M	0.2%	-30.51%	0
BARCLAYS PLC	Increased	1.3M(+47.2%)	$32.6M	0.0%	-17.85%	40
BAILLIE GIFFORD & CO	Increased	1.1M(+46.0%)	$28.4M	0.0%	-17.51%	39
DIMENSIONAL FUND ADVISORS LP	Increased	1M(+267.1%)	$26.2M	0.0%	+0.66%	46
UBS Group AG	Increased	881,867(+37.3%)	$22.6M	0.0%	-15.76%	37
COATUE MANAGEMENT LLC	New	870,947	$22.3M	0.1%	+15.93%	39
BALYASNY ASSET MANAGEMENT L.P.	Increased	869,416(+4310.6%)	$22.3M	0.0%	+13.35%	46
CAPITAL FUND MANAGEMENT S.A.	Increased	846,779(+26.1%)	$21.7M	0.1%	-26.56%	35
CITIGROUP INC	Increased	806,341(+43.1%)	$20.7M	0.0%	-34.31%	38
NORTHERN TRUST CORP	Increased	758,887(+2.0%)	$19.5M	0.0%	-67.34%	29
Point72 Asset Management, L.P.	Increased	756,060(+104.2%)	$19.4M	0.0%	-10.12%	46
JANE STREET GROUP, LLC	Increased	740,823(+293.0%)	$19M	0.0%	-5.40%	46