Stock Ownership/UPST

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
20
13F filers
Aggregate Value
$324.8M
Across holders
Last Price
$29.89
2026-08-24
Sector
Financials
GICS
Quarterly fund activity11 increased8 reduced4 exited
Full exits: VOLORIDGE INVESTMENT MANAGEMENT, LLC, TUDOR INVESTMENT CORP ET AL, Qube Research & Technologies Ltd, SHAW D E & CO INC
Institutional Holders of UPST
↗
20 holders
Manager⇅Type⇅Shares⇅Market Value▼% of Total⇅% of Portfolio⇅Action⇅QoQ Change⇅Quarter⇅
MARSHALL WACE, LLP
CIK 0001318757
Hedge Fund2.37M$84.0M25.9%0.1%Reduced+$65.3MQ2 2026
BAILLIE GIFFORD & CO
CIK 0001088875
Institutional Manager1.08M$38.4M11.8%0.0%Reduced+$1.9MQ2 2026
CITADEL ADVISORS LLC
CIK 0001423053
Hedge Fund956K$33.9M10.4%0.0%Added$-8.9MQ2 2026
Point72 Asset Management, L.P.
CIK 0001603466
Hedge Fund885K$31.4M9.7%0.0%Added+$30.2MQ2 2026
COATUE MANAGEMENT LLC
CIK 0001135730
Hedge Fund871K$30.9M9.5%0.1%Unchanged+$0Q2 2026
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
Hedge Fund765K$27.1M8.3%0.0%Added+$25.5MQ2 2026
BALYASNY ASSET MANAGEMENT LLC
CIK 0001218710
Hedge Fund557K$19.7M6.1%0.0%Reduced+$18.3MQ2 2026
Walleye Capital LLC
CIK 0001758720
Hedge Fund449K$15.9M4.9%0.1%Added+$14.2MQ2 2026
Squarepoint Ops LLC
CIK 0001642575
Hedge Fund330K$11.7M3.6%0.0%Reduced+$3.7MQ2 2026
FRED ALGER MANAGEMENT, LLC
CIK 0000003520
Hedge Fund303K$10.7M3.3%0.0%Reduced$-28.1MQ2 2026
MARSHALL WACE, LLPReduced
Hedge Fund
$84.0M· 25.9% of total· 0.1% port· 2.37M sh· +$65.3M QoQ· Q2 2026
BAILLIE GIFFORD & COReduced
Institutional Manager
$38.4M· 11.8% of total· 0.0% port· 1.08M sh· +$1.9M QoQ· Q2 2026
CITADEL ADVISORS LLCAdded
Hedge Fund
$33.9M· 10.4% of total· 0.0% port· 956K sh· $-8.9M QoQ· Q2 2026
Point72 Asset Management, L.P.Added
Hedge Fund
$31.4M· 9.7% of total· 0.0% port· 885K sh· +$30.2M QoQ· Q2 2026
COATUE MANAGEMENT LLCUnchanged
Hedge Fund
$30.9M· 9.5% of total· 0.1% port· 871K sh· +$0 QoQ· Q2 2026
MILLENNIUM MANAGEMENT LLCAdded
Hedge Fund
$27.1M· 8.3% of total· 0.0% port· 765K sh· +$25.5M QoQ· Q2 2026
BALYASNY ASSET MANAGEMENT LLCReduced
Hedge Fund
$19.7M· 6.1% of total· 0.0% port· 557K sh· +$18.3M QoQ· Q2 2026
Walleye Capital LLCAdded
Hedge Fund
$15.9M· 4.9% of total· 0.1% port· 449K sh· +$14.2M QoQ· Q2 2026
Squarepoint Ops LLCReduced
Hedge Fund
$11.7M· 3.6% of total· 0.0% port· 330K sh· +$3.7M QoQ· Q2 2026
FRED ALGER MANAGEMENT, LLCReduced
Hedge Fund
$10.7M· 3.3% of total· 0.0% port· 303K sh· $-28.1M QoQ· Q2 2026
Schonfeld Strategic Advisors LLCAdded
Hedge Fund
$4.1M· 1.3% of total· 0.0% port· 115K sh· +$1.7M QoQ· Q2 2026
AQR CAPITAL MANAGEMENT LLCAdded
Hedge Fund
$3.9M· 1.2% of total· 0.0% port· 110K sh· +$3.9M QoQ· Q2 2026
Brevan Howard Capital Management LPAdded
Hedge Fund
$2.7M· 0.8% of total· 0.0% port· 77K sh· +$268K QoQ· Q2 2026
ExodusPoint Capital Management, LPAdded
Hedge Fund
$2.7M· 0.8% of total· 0.0% port· 76K sh· — QoQ· Q2 2026
Lighthouse Investment Partners, LLCAdded
Hedge Fund
$2.4M· 0.8% of total· 0.1% port· 69K sh· — QoQ· Q2 2026
Man Group plcReduced
Hedge Fund
$2.2M· 0.7% of total· 0.0% port· 61K sh· $-1.4M QoQ· Q2 2026
Holocene Advisors, LPReduced
Hedge Fund
$1.9M· 0.6% of total· 0.0% port· 55K sh· $-2.8M QoQ· Q2 2026
Rockefeller Capital Management L.P.Added
Hedge Fund
$821K· 0.3% of total· 0.0% port· 23K sh· $-1.1M QoQ· Q2 2026
TWO SIGMA INVESTMENTS, LPReduced
Hedge Fund
$443K· 0.1% of total· 0.0% port· 13K sh· $-81K QoQ· Q2 2026
Fulcrum Asset Management LLPAdded
Hedge Fund
$6K· 0.0% of total· 0.0% port· 176 sh· — QoQ· Q2 2026
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