Upstart Holdings, Inc. (UPST) Institutional Ownership & Insider Trading

368 institutions reported holding Upstart Holdings, Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 46 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

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Market cap: 2.3B
P/E TTM: 48.5
Dividend yield: —
52-week: —
Next earnings: 3 Nov, in 10 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

368 institutions held 60.0% of the shares. Across filers that reported both quarters, shares held changed +3.0%.

Largest moves, shares (millions)

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters

Quarter	Holders	Shares held, M	Change	Increased	New	Decreased	Closed
Jun 26	368	58	+3.0%	116	63	89	31
Mar 26	338	57	-13.2%	121	35	93	84
Dec 25	383	64	-2.1%	106	50	126	80
Sep 25	401	65	+5.8%	113	59	108	70
Jun 25	413	61	+1.8%	124	72	111	41
Mar 25	380	59	+2.4%	147	47	91	46
Dec 24	380	58	+15.7%	105	78	96	47
Sep 24	337	50	+27.2%	68	89	73	21

Upstart Holdings, Inc. — questions

Who owns Upstart Holdings, Inc. stock?: 368 institutions reported Upstart Holdings, Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (8.1%), VANGUARD PORTFOLIO MANAGEMENT LLC (3.8%), VANGUARD CAPITAL MANAGEMENT LLC (3.8%).
Are Upstart Holdings, Inc. insiders buying or selling?: 46 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from Upstart Holdings, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.

Important information. Figures on this page are taken from filings submitted to the U.S. Securities and Exchange Commission (SEC) and processed automatically by EquiReason. They may contain errors, omissions or delays, and EquiReason makes no representation or warranty as to their accuracy, completeness or timeliness. Always verify figures against the original filing on SEC EDGAR before relying on them.

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