Institutional Ownership
Upstart Hldgs Inc
CUSIP 91680MAF4NOTE 1.000%11/1UPST.1.11/15/30Q1 2026
Institutional Holders
3
13F filers
Shares Held
7.22M
Aggregate institutional
Institutional Value
$4.81M
Q1 2026
Net New Holders
-1
0 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased0
Decreased0
Sold out1
Institutional Holders
3 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ofi Invest Asset Management | 4.00M | $2.54M | 0 | Held |
| 2 | State Of Wisconsin Investment Board | 3.00M | $2.12M | 0 | Held |
| 3 | Sei Investments Co | 221.0K | $156.3K | 0 | Held |