UPST: Upstart Hldgs Inc insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
369 institutions reported holding $2.03B of Upstart Hldgs Inc on Form 13F (340 the quarter before). 69 opened a new position and 43 sold out. Shares held by institutions: +3%.
| Largest holders | Shares | Value |
|---|---|---|
| BlackRock, Inc. | 7,878,717 | $279.14M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,739,758 | $132.50M |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,698,553 | $131.04M |
| MORGAN STANLEY | 2,414,712 | $85.55M |
| GOLDMAN SACHS GROUP INC | 2,395,222 | $84.86M |
| MARSHALL WACE, LLP | 2,370,690 | $83.99M |
| GEODE CAPITAL MANAGEMENT, LLC | 2,228,631 | $78.97M |
| STATE STREET CORP | 2,118,467 | $75.06M |
| Clear Street Group Inc. | 1,829,063 | $64.80M |
| Halter Ferguson Financial Inc. | 1,748,119 | $61.94M |
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