13F Filings/UPST

Upstart Holdings Inc - US (UPST): Institutional Ownership

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
22
13F filers
Aggregate Value
$191.7M
Across holders
Last Price
$33.66
2026-06-26
Sector
Financials
GICS
Holder activity10 new8 added4 reduced
Institutional Holders of UPST
↗
22 holders
Manager⇅Type⇅Shares⇅Market Value▼% of Total⇅% of Portfolio⇅Action⇅QoQ Change⇅Quarter⇅
CITADEL ADVISORS LLC
CIK 0001423053
Hedge Fund2.33M$59.8M31.2%0.0%Added+$18.7MQ1 2026
MARSHALL WACE, LLP
CIK 0001318757
Hedge Fund879K$22.5M11.8%0.0%Added+$22.4MQ1 2026
COATUE MANAGEMENT LLC
CIK 0001135730
Hedge Fund871K$22.3M11.7%0.1%New—Q1 2026
BALYASNY ASSET MANAGEMENT LLC
CIK 0001218710
Hedge Fund869K$22.3M11.6%0.0%Added+$18.6MQ1 2026
Rokos Capital Management LLP
CIK 0001666335
Hedge Fund361K$18.3M9.6%0.1%New—Q3 2025
BAILLIE GIFFORD & CO
CIK 0001088875
Institutional Manager515K$13.2M6.9%0.0%Added+$9.2MQ1 2026
MOORE CAPITAL MANAGEMENT, LP
CIK 0001448574
Hedge Fund136K$8.8M4.6%0.1%New—Q2 2025
Qube Research & Technologies Ltd
CIK 0001729829
Hedge Fund167K$4.3M2.2%0.0%Added+$3.2MQ1 2026
Holocene Advisors, LP
CIK 0001700574
Hedge Fund135K$3.5M1.8%0.0%Added+$3.2MQ1 2026
Bridgewater Associates, LP
CIK 0001350694
Hedge Fund62K$3.1M1.6%0.0%New—Q3 2025
Verition Fund Management LLC
CIK 0001454027
Hedge Fund69K$3.0M1.6%0.0%New—Q4 2025
Man Group plc
CIK 0001637460
Hedge Fund100K$2.6M1.3%0.0%Added+$2.4MQ1 2026
Brevan Howard Capital Management LP
CIK 0001512857
Hedge Fund69K$1.8M0.9%0.0%New—Q1 2026
Schonfeld Strategic Advisors LLC
CIK 0001665241
Hedge Fund68K$1.7M0.9%0.0%Reduced$-3.9MQ1 2026
Walleye Capital LLC
CIK 0001758720
Hedge Fund47K$1.2M0.6%0.0%Reduced$-2.5MQ1 2026
ExodusPoint Capital Management, LP
CIK 0001736225
Hedge Fund26K$1.1M0.6%0.0%New—Q4 2025
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
Hedge Fund36K$923K0.5%0.0%Added+$749KQ1 2026
TUDOR INVESTMENT CORP ET AL
CIK 0000923093
Hedge Fund14K$346K0.2%0.0%Reduced$-2.6MQ1 2026
CAXTON ASSOCIATES LLP
CIK 0002051323
Hedge Fund4K$274K0.1%0.0%New—Q2 2025
Gotham Asset Management, LLC
CIK 0001510387
Hedge Fund5K$223K0.1%0.0%New—Q4 2025
CITADEL ADVISORS LLCAdded
Hedge Fund
$59.8M· 31.2% of total· 0.0% port· 2.33M sh· +$18.7M QoQ· Q1 2026
MARSHALL WACE, LLPAdded
Hedge Fund
$22.5M· 11.8% of total· 0.0% port· 879K sh· +$22.4M QoQ· Q1 2026
COATUE MANAGEMENT LLCNew
Hedge Fund
$22.3M· 11.7% of total· 0.1% port· 871K sh· — QoQ· Q1 2026
BALYASNY ASSET MANAGEMENT LLCAdded
Hedge Fund
$22.3M· 11.6% of total· 0.0% port· 869K sh· +$18.6M QoQ· Q1 2026
Rokos Capital Management LLPNew
Hedge Fund
$18.3M· 9.6% of total· 0.1% port· 361K sh· — QoQ· Q3 2025
BAILLIE GIFFORD & COAdded
Institutional Manager
$13.2M· 6.9% of total· 0.0% port· 515K sh· +$9.2M QoQ· Q1 2026
MOORE CAPITAL MANAGEMENT, LPNew
Hedge Fund
$8.8M· 4.6% of total· 0.1% port· 136K sh· — QoQ· Q2 2025
Qube Research & Technologies LtdAdded
Hedge Fund
$4.3M· 2.2% of total· 0.0% port· 167K sh· +$3.2M QoQ· Q1 2026
Holocene Advisors, LPAdded
Hedge Fund
$3.5M· 1.8% of total· 0.0% port· 135K sh· +$3.2M QoQ· Q1 2026
Bridgewater Associates, LPNew
Hedge Fund
$3.1M· 1.6% of total· 0.0% port· 62K sh· — QoQ· Q3 2025
Verition Fund Management LLCNew
Hedge Fund
$3.0M· 1.6% of total· 0.0% port· 69K sh· — QoQ· Q4 2025
Man Group plcAdded
Hedge Fund
$2.6M· 1.3% of total· 0.0% port· 100K sh· +$2.4M QoQ· Q1 2026
Brevan Howard Capital Management LPNew
Hedge Fund
$1.8M· 0.9% of total· 0.0% port· 69K sh· — QoQ· Q1 2026
Schonfeld Strategic Advisors LLCReduced
Hedge Fund
$1.7M· 0.9% of total· 0.0% port· 68K sh· $-3.9M QoQ· Q1 2026
Walleye Capital LLCReduced
Hedge Fund
$1.2M· 0.6% of total· 0.0% port· 47K sh· $-2.5M QoQ· Q1 2026
ExodusPoint Capital Management, LPNew
Hedge Fund
$1.1M· 0.6% of total· 0.0% port· 26K sh· — QoQ· Q4 2025
TWO SIGMA INVESTMENTS, LPAdded
Hedge Fund
$923K· 0.5% of total· 0.0% port· 36K sh· +$749K QoQ· Q1 2026
TUDOR INVESTMENT CORP ET ALReduced
Hedge Fund
$346K· 0.2% of total· 0.0% port· 14K sh· $-2.6M QoQ· Q1 2026
CAXTON ASSOCIATES LLPNew
Hedge Fund
$274K· 0.1% of total· 0.0% port· 4K sh· — QoQ· Q2 2025
Gotham Asset Management, LLCNew
Hedge Fund
$223K· 0.1% of total· 0.0% port· 5K sh· — QoQ· Q4 2025
Bridgewater Advisors Inc.New
Hedge Fund
$218K· 0.1% of total· 0.1% port· 11K sh· — QoQ· Q3 2022
AQR CAPITAL MANAGEMENT LLCReduced
Hedge Fund
$12K· 0.0% of total· 0.0% port· 460 sh· $-1.5M QoQ· Q1 2026
1–20 of 22
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← All 13F filings