Go Pro
→ My top 3 AI picks for the next decade (From The Oxford Club) (Ad)tc pixel Free UPST Stock Alerts

Upstart (UPST) Institutional Ownership

Upstart logo
$30.30 +1.44 (+4.99%)
As of 08/21/2026 04:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Upstart (NASDAQ:UPST)

Current
Institutional Ownership
Percentage
63.01%
Number of
Institutional Buyers
(last 12 months)
178
Total
Institutional Inflows
(last 12 months)
$694.24M
Number of
Institutional Sellers
(last 12 months)
93
Total
Institutional Outflows
(last 12 months)
$219.45M
Get UPST Insider Trade Alerts

Want to know when executives and insiders are buying or selling Upstart stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

UPST Institutional Buying and Selling by Quarter

Upstart Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/21/2026 EMC Capital Management6,600$234K0.1%N/A0.007%
8/20/2026 Headlands Technologies LLC113,300$4.01M0.4%+42.5%0.116%
8/20/2026 Two Sigma Securities LLC7,196$255K0.0%N/A0.007%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC138,692$4.91M0.0%-22.5%0.143%
8/18/2026 Beacon Pointe Advisors LLC8,418$298K0.0%N/A0.009%
8/18/2026 Orion Capital Management LLC2,700$96K0.0%N/A0.003%
8/18/2026 Coastal Bridge Advisors LLC35,688$1.26M0.1%N/A0.037%
8/17/2026 Corient Private Wealth LP55,644$1.97M0.0%N/A0.057%
8/15/2026 Freestone Grove Partners LP8,473$300K0.0%N/A0.009%
8/15/2026 Odyssean LLC80,393$2.85M0.5%+124.0%0.083%
8/15/2026 Jupiter Topco LLC36,427$1.29M0.0%N/A0.037%
8/14/2026 Canada Pension Plan Investment Board19,300$684K0.0%N/A0.020%
8/14/2026 Legal & General Group Plc73,072$2.59M0.0%N/A0.075%
8/14/2026 The Manufacturers Life Insurance Company 43,957$1.56M0.0%N/A0.045%
8/14/2026 Algert Global LLC42,040$1.49M0.0%-48.6%0.043%
8/13/2026 Maxi Investments CY Ltd193,400$6.85M1.4%N/A0.199%
8/13/2026 Sanctuary Advisors LLC6,418$227K0.0%N/A0.007%
8/12/2026 Quantbot Technologies LP32,631$1.16M0.0%N/A0.034%
8/12/2026 EP Wealth Advisors LLC7,661$271K0.0%N/A0.008%
8/12/2026 Rakuten Securities Inc.1,886$67K0.0%N/A0.002%
8/11/2026 Allworth Financial LP2,096$74K0.0%N/A0.002%
8/11/2026 PCM Encore LLC6,648$236K0.0%N/A0.007%
8/8/2026 Wealthfront Advisers LLC6,385$226K0.0%N/A0.007%
8/7/2026 Deutsche Bank AG95,554$3.39M0.0%N/A0.100%
8/7/2026 Perigon Wealth Management LLC26,276$931K0.0%N/A0.027%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.8,343$296K0.0%N/A0.009%
8/7/2026 Simplicity Wealth LLC10,745$381K0.0%N/A0.011%
8/6/2026 Alberta Investment Management Corp238,800$8.46M0.0%N/A0.249%
8/6/2026 SCS Capital Management LLC35,000$1.24M0.0%N/A0.037%
8/6/2026 Bank of New York Mellon Corp273,245$9.68M0.0%N/A0.285%
8/6/2026 State of Wyoming7,234$256K0.0%N/A0.008%
8/6/2026 GSA Capital Partners LLP50,765$1.80M0.1%N/A0.053%
7/10/2026 Handelsbanken Fonder AB27,700$981K0.0%+16.4%0.029%
7/2/2026 Versant Capital Management Inc2,905$103K0.0%+26.7%0.003%
5/20/2026 Liontrust Investment Partners LLP52,013$1.33M0.0%-27.3%0.054%
5/19/2026 Royal Fund Management LLC15,840$406K0.0%-5.4%0.017%
5/19/2026Janus Henderson Group PLC24,722$634K0.0%+15.1%0.026%
5/19/2026 Altshuler Shaham Ltd37,800$970K0.0%+40.0%0.039%
5/18/2026California State Teachers Retirement System100,693$2.58M0.0%+21.3%0.105%
5/16/2026 The Manufacturers Life Insurance Company41,047$1.05M0.0%-6.4%0.043%
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (Ad)

A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from collapsing — and billionaire Sam Altman is now an investor. This under-the-radar firm is drawing serious attention from those watching the energy infrastructure space closely.tc pixel

Click here to learn this company's name for free today
5/16/2026 Quantinno Capital Management LP103,860$2.66M0.0%+30.9%0.109%
5/16/2026 SummitTX Capital L.P.59,503$1.53M0.0%-30.2%0.062%
5/15/2026 Entropy Technologies LP14,958$384K0.0%N/A0.016%
5/14/2026 GC Wealth Management RIA LLC344,646$8.84M0.4%+38.1%0.360%
5/14/2026 State of Wyoming6,901$177K0.0%+10.8%0.007%
5/13/2026 Cetera Investment Advisers26,062$668K0.0%+4.9%0.027%
5/13/2026 First Trust Advisors LP373,455$9.58M0.0%+17.2%0.390%
5/8/2026 PNC Financial Services Group Inc.3,885$100K0.0%+43.9%0.004%
5/7/2026 Hollencrest Capital Management2,000$51K0.0%N/A0.002%
5/7/2026 Dimensional Fund Advisors LP1,022,780$26.23M0.0%+267.1%1.069%
5/7/2026 KBC Group NV3,510$90K0.0%+45.5%0.004%
5/7/2026 Swiss National Bank173,200$4.44M0.0%+1.4%0.181%
5/6/2026 Kera Capital Partners Inc.22,947$589K0.1%+69.8%0.024%
5/6/2026 Independent Financial Group LLC8,029$206K0.0%N/A0.008%
5/5/2026 Bank of New York Mellon Corp267,341$6.86M0.0%-0.7%0.279%
5/5/2026 Geneos Wealth Management Inc.1,842$47K0.0%+274.4%0.002%
5/5/2026 NFSG Corp8,085$207K0.0%-14.2%0.008%
5/2/2026 International Assets Investment Management LLC26,059$661K0.0%+28.3%0.027%
5/1/2026 Fifth Third Bancorp4,957$127K0.0%+726.2%0.005%
5/1/2026 Simplicity Wealth LLC18,209$467K0.0%-15.6%0.019%
4/30/2026 Kestra Advisory Services LLC18,763$481K0.0%-32.5%0.020%
4/29/2026 Halter Ferguson Financial Inc.1,467,360$37.64M8.3%+253.3%1.533%
4/27/2026 TCI Wealth Advisors Inc.48,389$1.24M0.1%+9.0%0.051%
4/27/2026 Portman Square Capital LLP11,810$303K0.0%+29.8%0.012%
4/27/2026 World Investment Advisors11,184$287K0.0%+12.7%0.012%
4/27/2026 Private Advisor Group LLC68,054$1.75M0.0%-4.6%0.071%
4/27/2026 Leonteq Securities AG19,510$500K0.0%+19.2%0.020%
4/23/2026 WMG Financial Advisors LLC25,727$660K0.3%+47.3%0.027%
4/23/2026 Apollon Wealth Management LLC30,910$793K0.0%-11.3%0.032%
4/22/2026 Janney Montgomery Scott LLC18,643$478K0.0%+42.2%0.019%
4/22/2026 Pictet Asset Management Holding SA14,528$373K0.0%+7.5%0.015%
4/20/2026 Kercheville Advisors LLC15,000$385K0.1%+200.0%0.016%
3/17/2026 Rockefeller Capital Management L.P.17,316$757K0.0%-5.9%0.018%
3/16/2026 Osbon Capital Management LLC1,129$49K0.0%N/A0.001%
3/13/2026 World Investment Advisors9,926$434K0.0%N/A0.010%
3/9/2026 EMC Capital Management11,050$483K0.2%+12.2%0.011%
3/6/2026 Hsbc Holdings PLC210,145$9.21M0.0%-8.0%0.214%
3/3/2026 Caitong International Asset Management Co. Ltd2,875$126K0.0%-85.4%0.003%
2/23/2026 Kera Capital Partners Inc.13,515$591K0.1%-32.2%0.014%
2/19/2026 Rare Wolf Capital LLC14,075$616K0.4%N/A0.014%
2/18/2026 Alpine Woods Capital Investors LLC17,189$752K0.2%N/A0.018%
2/18/2026 Mercer Global Advisors Inc. ADV45,167$1.98M0.0%+41.3%0.046%
2/18/2026 Beacon Pointe Advisors LLC8,701$380K0.0%N/A0.009%
2/18/2026 Coastal Bridge Advisors LLC37,688$1.65M0.1%-3.0%0.038%
2/18/2026 Empowered Funds LLC924$40K0.0%N/A0.001%
2/18/2026 XTX Topco Ltd30,520$1.34M0.0%+191.4%0.031%
2/18/2026 Zacks Investment Management36,446$1.59M0.0%-11.5%0.037%
2/18/2026 Voloridge Investment Management LLC347,881$15.21M0.1%-64.1%0.355%
2/18/2026 SummitTX Capital L.P.85,223$3.73M0.1%+361.4%0.087%
2/18/2026 Susquehanna Portfolio Strategies LLC7,304$319K0.0%-78.6%0.007%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
2/18/2026 Odyssean LLC16,011$700K0.5%N/A0.016%
2/18/2026 Interval Partners LP112,292$4.91M0.1%N/A0.115%
2/18/2026Janus Henderson Group PLC21,481$939K0.0%-12.6%0.022%
2/18/2026 Jericho Capital Asset Management L.P.5,011,809$219.17M2.5%+11.9%5.111%
2/18/2026 Engineers Gate Manager LP20,110$879K0.0%-72.6%0.021%
2/18/2026 Castle Hook Partners LP48,545$2.12M0.0%N/A0.050%
2/18/2026 Azora Capital LP882,231$38.58M2.4%N/A0.900%
2/18/2026 Boothbay Fund Management LLC9,390$411K0.0%N/A0.010%
2/18/2026 Altshuler Shaham Ltd27,000$1.18M0.0%+179.8%0.028%
2/17/2026 Schonfeld Strategic Advisors LLC220,051$9.62M0.0%+366.9%0.224%


UPST Institutional Ownership - Frequently Asked Questions

During the previous two years, 393 institutional investors and hedge funds held shares of Upstart. The most heavily invested institutionals were Vanguard Group Inc. ($353.06M), Jericho Capital Asset Management L.P. ($219.17M), Morgan Stanley ($183.96M), Two Sigma Advisers LP ($105.24M), Geode Capital Management LLC ($90.47M), Renaissance Technologies LLC ($84.96M), and MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($59.88M).Learn more on Upstart's institutional investors.

63.01% of Upstart's stock is owned by institutional investors. Learn more on UPST's institutional investor holdings.

Of the 354 institutional investors that purchased Upstart's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($2.60M), Morgan Stanley ($2.55M), Two Sigma Advisers LP ($1.63M), Halter Ferguson Financial Inc. ($1.47M), Fred Alger Management LLC ($1.42M), Jericho Capital Asset Management L.P. ($1.36M), and Invesco Ltd. ($1.20M).

Institutional investors have bought a total of 16,263,247 shares in the last 24 months. This purchase volume represents approximately $694.24M in transactions.

Of the 93 institutional investors that sold Upstart's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Two Sigma Investments LP ($1.01M), Price T Rowe Associates Inc. MD ($911.05K), Voloridge Investment Management LLC ($622.43K), Invesco Ltd. ($259.67K), Fred Alger Management LLC ($213.57K), Vanguard Group Inc. ($185.45K), and UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($155.90K).

Institutional investors have sold a total of 4,731,062 shares in the last 24 months. This volume of shares sold represents approximately $219.45M in transactions.


Related Companies

Institutional ownership data for NASDAQ:UPST is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/21/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel