UPSTART HOLDINGS (UPST): Ownership & Insider Activity
Hedge funds and institutional managers reporting a position in UPST · Financials. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
21
13F filers
Aggregate Value
$324.8M
Across holders
Last Price
$23.25
2026-10-19
Sector
Financials
GICS
Quarterly fund activity11 increased9 reduced4 exited
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| MARSHALL WACE, LLP CIK 0001318757 | Hedge Fund | 2.37M | $84.0M | 25.9% | 0.1% | Reduced | +$65.3M | Q2 2026 |
| BAILLIE GIFFORD & CO CIK 0001088875 | Institutional Manager | 1.08M | $38.4M | 11.8% | 0.0% | Reduced | +$1.9M | Q2 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 956K | $33.9M | 10.4% | 0.0% | Added | $-8.9M | Q2 2026 |
| Point72 Asset Management, L.P. CIK 0001603466 | Hedge Fund | 885K | $31.4M | 9.7% | 0.0% | Added | +$30.2M | Q2 2026 |
| COATUE MANAGEMENT LLC CIK 0001135730 | Hedge Fund | 871K | $30.9M | 9.5% | 0.1% | Unchanged | +$0 | Q2 2026 |
| MILLENNIUM MANAGEMENT LLC CIK 0001273087 | Hedge Fund | 765K | $27.1M | 8.3% | 0.0% | Added | +$25.5M | Q2 2026 |
| BALYASNY ASSET MANAGEMENT LLC CIK 0001218710 | Hedge Fund | 557K | $19.7M | 6.1% | 0.0% | Reduced | +$18.3M | Q2 2026 |
| Walleye Capital LLC CIK 0001758720 | Hedge Fund | 449K | $15.9M | 4.9% | 0.1% | Added | +$14.2M | Q2 2026 |
| Squarepoint Ops LLC CIK 0001642575 | Hedge Fund | 330K | $11.7M | 3.6% | 0.0% | Reduced | +$3.7M | Q2 2026 |
| FRED ALGER MANAGEMENT, LLC CIK 0000003520 | Hedge Fund | 303K | $10.7M | 3.3% | 0.0% | Reduced | $-28.1M | Q2 2026 |
Reduced
Hedge Fund
$84.0M· 25.9% of total· 0.1% port· 2.37M sh· +$65.3M QoQ· Q2 2026
Reduced
Institutional Manager
$38.4M· 11.8% of total· 0.0% port· 1.08M sh· +$1.9M QoQ· Q2 2026
Added
Hedge Fund
$33.9M· 10.4% of total· 0.0% port· 956K sh· $-8.9M QoQ· Q2 2026
Added
Hedge Fund
$31.4M· 9.7% of total· 0.0% port· 885K sh· +$30.2M QoQ· Q2 2026
Unchanged
Hedge Fund
$30.9M· 9.5% of total· 0.1% port· 871K sh· +$0 QoQ· Q2 2026
Added
Hedge Fund
$27.1M· 8.3% of total· 0.0% port· 765K sh· +$25.5M QoQ· Q2 2026
Reduced
Hedge Fund
$19.7M· 6.1% of total· 0.0% port· 557K sh· +$18.3M QoQ· Q2 2026
Added
Hedge Fund
$15.9M· 4.9% of total· 0.1% port· 449K sh· +$14.2M QoQ· Q2 2026
Reduced
Hedge Fund
$11.7M· 3.6% of total· 0.0% port· 330K sh· +$3.7M QoQ· Q2 2026
Reduced
Hedge Fund
$10.7M· 3.3% of total· 0.0% port· 303K sh· $-28.1M QoQ· Q2 2026
Added
Hedge Fund
$4.1M· 1.3% of total· 0.0% port· 115K sh· +$1.7M QoQ· Q2 2026
Added
Hedge Fund
$3.9M· 1.2% of total· 0.0% port· 110K sh· +$3.9M QoQ· Q2 2026
Added
Hedge Fund
$2.7M· 0.8% of total· 0.0% port· 77K sh· +$268K QoQ· Q2 2026
Added
Hedge Fund
$2.7M· 0.8% of total· 0.0% port· 76K sh· — QoQ· Q2 2026
Added
Hedge Fund
$2.4M· 0.8% of total· 0.1% port· 69K sh· — QoQ· Q2 2026
Reduced
Hedge Fund
$2.2M· 0.7% of total· 0.0% port· 61K sh· $-1.4M QoQ· Q2 2026
Reduced
Hedge Fund
$1.9M· 0.6% of total· 0.0% port· 55K sh· $-2.8M QoQ· Q2 2026
Added
Hedge Fund
$821K· 0.3% of total· 0.0% port· 23K sh· $-1.1M QoQ· Q2 2026
Reduced
Hedge Fund
$443K· 0.1% of total· 0.0% port· 13K sh· $-81K QoQ· Q2 2026
Reduced
Hedge Fund
$12K· 0.0% of total· 0.0% port· 325 sh· $-2K QoQ· Q2 2026
Added
Hedge Fund
$6K· 0.0% of total· 0.0% port· 176 sh· — QoQ· Q2 2026
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Recent insider activity
Form 4 purchases and sales · 24 Jul 2026 – 21 Oct 20261 buyers · $1.3M4 sellers · $4.3M9 transactions
| Insider ⇅ | Trades ⇅ | Bought ⇅ | Sold ⇅ | Largest ⇅ | Latest ▼ | |
|---|---|---|---|---|---|---|
| Gu Paul Chief Executive Officer | 1 1 buy · 0 sell | $1.3M | — | $1.3M | 10 Sept 2026SEC ↗ | |
| Datta Sanjay President, Capital& Enterprise | 4 0 buy · 4 sell | — | $3.8M | $3.2M | 8 Sept 2026SEC ↗ | |
| Mirgorodskaya Natalia See Remarks | 1 0 buy · 1 sell | — | $27K | $27K | 25 Aug 2026SEC ↗ | |
| Darling Scott Chief Legal Officer | 1 0 buy · 1 sell | — | $216K | $216K | 20 Aug 2026SEC ↗ | |
| Blankmeyer Andrea Chief Financial Officer | 2 0 buy · 2 sell | — | $299K | $211K | 19 Aug 2026SEC ↗ |
Distinct buyers and sellers may overlap. “Largest” is the largest reported transaction value in this window. Expand a row to see up to five recent filings.