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Of the 11 tracked institutions holding UPST, 6 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +5.6pt. It's a gauge of who owns the name, not just how many.
Among the 11 tracked institutional investors we monitor, UPST (UPSTART HLDGS INC) is held with a combined value of $708.22M across 21,920,161 shares. The largest holder is VANGUARD GROUP INC with a position worth $353.06M. COATUE MANAGEMENT LLC opened a new position in the most recent quarter. 8 funds increased their holdings. 2 funds reduced their position.
Total Institutional Value
$708.22M
Total Shares Held
21,920,161
Institutional Holders
11
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $353.06M | 0.01% | -2.0% |
| 2 | BlackRock, Inc. | $189.89M | 0.00% | +4.4% |
| 3 | STATE STREET CORP | $52.66M | 0.00% | +2.6% |
| 4 | BAILLIE GIFFORD & CO | $28.43M | 0.03% | +46.0% |
| 5 | COATUE MANAGEMENT LLC | $22.34M | 0.08% | New |
| 6 | MILLENNIUM MANAGEMENT LLC | $21.16M | 0.01% | +143.6% |
| 7 | Point72 Asset Management, L.P. | $19.39M | 0.03% | +104.2% |
| 8 | CITADEL ADVISORS LLC | $16.19M | 0.01% | -42.9% |
| 9 | PRICE T ROWE ASSOCIATES INC /MD/ | $2.50M | 0.00% | +21.4% |
| 10 | AQR CAPITAL MANAGEMENT LLC | $2.22M | 0.00% | +43.7% |
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, 11 institutional investors hold UPST with a combined value of $708.22M.
In the most recent quarter, 1 fund opened a new position in UPST. Additionally, 8 increased their holdings and 2 reduced their positions.
Institutional investors hold $708.22M worth of UPST stock across 11 positions. The largest institutional holder is VANGUARD GROUP INC with $353.06M in holdings.
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.
Get notified when hedge funds change their UPST positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Last Close
$26.93
2026-07-24
YTD
-41.3%
5% of 52-week range
