Upstart Holdings, Inc.

UPSTNASDAQ

$24.35+1.54 (+6.75%)as of Oct 5, 2026

Legend

Insider buy

Insider sell

Congress buy

Congress sell

Hedge Funds
bought vs soldGreener markers show more buyers; redder markers show more sellers.

Company share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size.

Insider buy
Insider sell
Congress buy
Congress sell
Hedge Funds bought vs sold

Share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size. Greener fund markers mean more buyers.

Insider Buy
Insider Sell
Congress Buy
Congress Sell
Hedge funds bought vs sold
BuybackNo changeNet dilution

Upstart Holdings, Inc. price and activity chart data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-53.7%). 0 insider or congressional trades plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
Date	Category	Person	Role	Action	Amount	Change in holding

Largest institutional holders

13F · Q2 2026

Fund	% of company held	Value	% of portfolio	Quarterly activity
BlackRock, Inc.	8.10%	$279M	0.00%	Not reported
Vanguard Portfolio Management LLC	3.84%	$132M	0.01%	Not reported
Vanguard Capital Management LLC	3.80%	$131M	0.00%	Not reported
Morgan Stanley	2.48%	$85.6M	0.00%	Not reported
Goldman Sachs Group Inc	2.46%	$84.9M	0.01%	Not reported
Marshall Wace, LLP	2.44%	$84M	0.07%	Not reported
Geode Capital Management, LLC	2.29%	$79M	0.00%	Not reported
State Street Corp	2.18%	$75.1M	0.00%	Not reported
Clear Street Group Inc.	1.88%	$64.8M	0.16%	Not reported
Halter Ferguson Financial Inc.	1.80%	$61.9M	10.03%	Add 19.13%
Bank of America Corp	1.55%	$53.6M	0.00%	Not reported
UBS Group AG	1.55%	$53.3M	0.01%	Not reported
Citigroup Inc	1.17%	$40.2M	0.01%	Not reported
Barclays PLC	1.16%	$40M	0.01%	Not reported
Baillie Gifford & Co	1.11%	$38.4M	0.03%	Reduce 2.27%
Dimensional Fund Advisors LP	1.09%	$37.5M	0.01%	Not reported
Citadel Advisors LLC	0.98%	$33.9M	0.00%	Not reported
Susquehanna International Group, LLP	0.95%	$32.6M	0.00%	Not reported
Point72 Asset Management, L.P.	0.91%	$31.4M	0.03%	Not reported
Coatue Management LLC	0.90%	$30.9M	0.06%	Not reported
Capital Fund Management S.A.	0.82%	$28.4M	0.13%	Reduce 5.41%
Northern Trust Corp	0.81%	$27.8M	0.00%	Not reported
Charles Schwab Investment Management Inc	0.79%	$27.1M	0.00%	Not reported
Millennium Management LLC	0.79%	$27.1M	0.01%	Not reported
FMR LLC	0.73%	$25M	0.00%	Not reported
Vanguard Fiduciary Trust Co	0.62%	$21.4M	0.00%	Not reported
Balyasny Asset Management L.P.	0.57%	$19.7M	0.02%	Not reported
Walleye Capital LLC	0.46%	$15.9M	0.06%	Not reported
First Trust Advisors LP	0.39%	$13.4M	0.01%	Add 1.50%
Pathstone Holdings, LLC	0.34%	$11.9M	0.03%	Not reported
Squarepoint Ops LLC	0.34%	$11.7M	0.01%	Not reported
Fred Alger Management, LLC	0.31%	$10.7M	0.04%	Reduce 45.79%
Hidden Lake Asset Management LP	0.29%	$9.98M	3.00%	New Not reported
Bank of New York Mellon Corp	0.28%	$9.68M	0.00%	Not reported
Nuveen, LLC	0.28%	$9.51M	0.00%	Not reported
Alberta Investment Management Corp	0.25%	$8.46M	0.05%	Not reported
BNP Paribas Financial Markets	0.24%	$8.38M	0.00%	Not reported
IMC-Chicago, LLC	0.20%	$6.87M	0.00%	Add 253.83%
Maxi Investments CY Ltd	0.20%	$6.85M	1.39%	Not reported
Wells Fargo & Company	0.19%	$6.39M	0.00%	Not reported
Swiss National Bank	0.17%	$5.9M	0.00%	Not reported
Gator Capital Management, LLC	0.17%	$5.72M	1.20%	Add 707.45%
Quantinno Capital Management LP	0.15%	$5.29M	0.01%	Add 43.86%
Credit Agricole S A	0.15%	$5.03M	0.01%	Add 46.06%
LPL Financial LLC	0.15%	$5.02M	0.00%	Not reported
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	0.14%	$4.91M	0.00%	Not reported
Raymond James Financial Inc	0.14%	$4.74M	0.00%	Not reported
JPMorgan Chase & Co	0.12%	$4.39M	0.00%	Not reported
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	0.12%	$4.26M	0.01%	Not reported
Schonfeld Strategic Advisors LLC	0.12%	$4.07M	0.01%	Not reported

50 of 338 holders

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