InvestorLens

UPST — UPSTART HLDGS INC

Public company

Sign in to save5 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

About UPSTART HLDGS INC (UPST)

UPSTART HLDGS INC (UPST) appears in the most recent 13F filings of 5 tracked institutional investors. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $372M. Across recent filings, tracked investors recorded 2 new positions, 0 increased, 0 reduced, and 1 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in UPST

67
/100
Institutional Accumulation
Added / Increased2
Reduced0
Exited1
BearishBullish
Crowded Trade Score™

How many top investors track UPST

33
/100
Emerging Interest
5investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

UPST Ownership Composition

How UPSTART HLDGS INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Other
87% of tracked value
Institutions
5
tracked investors
Total Reported
$176.4M
combined 13F value
Sectors2
  • Other87.1%
  • Hedge Funds12.9%
Other(4)
87.1%
Hedge Funds(1)
12.9%

Tracked investors reporting UPST

  • Ken GriffinMar 31, 2026
    Citadel Advisors
    Shares
    4.2M
    Value
    $107M
    % Portfolio
    0.02%
  • Steve CohenMar 31, 2026
    Point72 Asset Management
    Shares
    889.9K
    Value
    $22.8M
    % Portfolio
    0.03%
  • Philippe LaffontMar 31, 2026
    Coatue Management
    Shares
    870.9K
    Value
    $22.3M
    % Portfolio
    0.08%
  • Izzy EnglanderMar 31, 2026
    Millennium Management
    Shares
    824.9K
    Value
    $21.2M
    % Portfolio
    0.01%
  • Ray DalioSep 30, 2025
    Bridgewater Associates
    Shares
    62K
    Value
    $3.1M
    % Portfolio
    0.04%

Recent activity

Frequently asked questions

How many institutional investors hold UPST?
5 tracked institutional investors disclosed a position in UPST (UPSTART HLDGS INC) in their most recent 13F filing.
Who is the largest institutional holder of UPST?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in UPST, valued at $372M.
Did institutional ownership of UPST increase or decrease?
Across recent 13F filings, tracked investors recorded 2 new positions, 0 increased, 0 reduced, and 1 fully exited UPST.
Where does this UPST ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
UPST (UPSTART HLDGS INC) — Institutional Holders & 13F — InvestorLens