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UPST Institutional Ownership & 13F Holders | SmartMoneyDB

UPSTUPSTART HLDGS INC

COM · CUSIP 91680M107

Smart Money Ownership

Of the 12 tracked institutions holding UPST, 6 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +5.0pt. It's a gauge of who owns the name, not just how many.

$30.9M · 0.1% of book

UPST (UPSTART HLDGS INC) Institutional Ownership Summary

Among the 12 tracked institutional investors we monitor, UPST (UPSTART HLDGS INC) is held with a combined value of $903.40M across 23,599,135 shares. The largest holder is VANGUARD GROUP INC with a position worth $353.06M. 7 funds increased their holdings. 4 funds reduced their position.

Total Institutional Value

$903.40M

Total Shares Held

23,599,135

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

FMR LLC+4695% shares~$24.5M BlackRock, Inc.+6% shares~$16.8M CITADEL ADVISORS LLC+51% shares~$11.5M Point72 Asset Management, L.P.+17% shares~$4.6M STATE STREET CORP+3% shares~$2.3M

13F Institutional Holders

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Point72 Asset Management, L.P.

0.05% of book+17.1%

$31.36M

COATUE MANAGEMENT LLC

0.06% of book-

$30.86M

MILLENNIUM MANAGEMENT LLC

0.02% of book-7.3%

$27.10M

FMR LLC

0.00% of book+4694.7%

$25.03M

PRICE T ROWE ASSOCIATES INC /MD/

0.00% of book+21.5%

$4.20M

#	Fund	Value↓	Shares	Portfolio %	Change
1	VANGUARD GROUP INC	$353.06M	8,073,659	0.01%	-2.0%
2	BlackRock, Inc.	$279.14M	7,878,717	0.00%	+6.4%
3	STATE STREET CORP	$75.06M	2,118,467	0.00%	+3.2%
4	BAILLIE GIFFORD & CO	$38.38M	1,083,157	0.03%	-2.3%
5	CITADEL ADVISORS LLC	$33.86M	955,585	0.02%	+51.4%
6	Point72 Asset Management, L.P.	$31.36M	885,159	0.05%	+17.1%
7	COATUE MANAGEMENT LLC	$30.86M	870,947	0.06%	-
8	MILLENNIUM MANAGEMENT LLC	$27.10M	764,847	0.02%	-7.3%
9	FMR LLC	$25.03M	706,548	0.00%	+4694.7%
10	PRICE T ROWE ASSOCIATES INC /MD/	$4.20M	118,603	0.00%	+21.5%

Frequently Asked Questions

Which institutional investors own the most UPST stock?

As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of UPST with a position worth $353.06M, representing 0.01% of their portfolio. In total, 12 institutional investors hold UPST with a combined value of $903.40M.

What percentage of UPST is owned by institutional investors?

Institutional investors hold $903.40M worth of UPST stock across 12 positions. The largest institutional holder is VANGUARD GROUP INC with $353.06M in holdings.

What is a 13F filing and why does it matter for UPST?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For UPST, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track UPST institutional moves

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