Institutional Ownership
Upstart Hldgs Inc
CUSIP 91680M107COMUPSTQ1 2026
Institutional Holders
332
13F filers
Shares Held
48.36M
Aggregate institutional
Institutional Value
$1.22B
Q1 2026
Net New Holders
-52
43 new · 95 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions43
Increased126
Decreased100
Sold out95
Institutional Holders
332 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | 7.40M | $189.89M | +314.3K | Added |
| 2 | Morgan Stanley | 3.98M | $101.96M | −231.6K | Reduced |
| 3 | Marshall Wace, LLP | 3.28M | $84.13M | +2.73M | Added |
| 4 | Geode Capital Management, LLC | 2.12M | $54.49M | +55.6K | Added |
| 5 | State Street Corp | 2.05M | $52.66M | +52.0K | Added |
| 6 | Goldman Sachs Group Inc | 1.56M | $40.00M | −93.1K | Reduced |
| 7 | Clear Street Group Inc. | 1.56M | $39.89M | −506.5K | Reduced |
| 8 | Halter Ferguson Financial Inc. | 1.47M | $37.64M | +1.05M | Added |
| 9 | Barclays PLC | 1.27M | $32.63M | +408.2K | Added |
| 10 | Baillie Gifford & Co | 1.11M | $28.43M | +349.4K | Added |
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