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UPST · BAC in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

UPSTBAC
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • UPST
  • BAC
0204060202120222023202420252026
Holders and value by quarter
QuarterUPSTBAC
Q3 2020none listed holders, n.a.33 holders, $48.3bn
Q4 20204 holders, $594m36 holders, $60.7bn
Q1 20212 holders, $1.8bn33 holders, $77.6bn
Q2 20216 holders, $2.0bn30 holders, $83.1bn
Q3 202110 holders, $5.2bn28 holders, $81.4bn
Q4 20218 holders, $1.4bn30 holders, $82.8bn
Q1 20222 holders, $12m39 holders, $74.0bn
Q2 20222 holders, $87m40 holders, $54.7bn
Q3 20222 holders, $55m36 holders, $53.0bn
Q4 20221 holders, $11m33 holders, $59.0bn
Q1 20231 holders, $26m32 holders, $50.5bn
Q2 20234 holders, $192m37 holders, $49.0bn
Q3 20233 holders, $164m36 holders, $46.0bn
Q4 20236 holders, $327m34 holders, $56.6bn
Q1 20245 holders, $126m35 holders, $64.4bn
Q2 20244 holders, $48m35 holders, $68.9bn
Q3 20248 holders, $319m43 holders, $60.8bn
Q4 202411 holders, $708m43 holders, $63.8bn
Q1 202512 holders, $416m40 holders, $59.8bn
Q2 20259 holders, $368m44 holders, $67.4bn
Q3 20259 holders, $249m44 holders, $72.1bn
Q4 20255 holders, $65m41 holders, $68.5bn
Q1 20267 holders, $146m39 holders, $59.5bn
Q2 20264 holders, $169m37 holders, $64.8bn
UPST

Upstart HLDGS Inc

Holders
6
Reported value
$327m
Buyers
4
Sellers
2

Breadth +2 among 93 comparable managers.

Other financial servicesFinancial services · L3VLUP
BAC

Bank of Amer Corp

Holders
34
Reported value
$56.6bn
Buyers
16
Sellers
18

Breadth -2 among 93 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP

Who holds both, Q4 2023

Among the 38 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only UPST (4)

Coatue Management LLC, D. E. Shaw & Co., Two Sigma Investments LP, Voloridge Investment Management LLC

Only BAC (32)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, and 7 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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