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UPST · AXP 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.

UPSTAXP
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
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterUPSTAXP
Q3 2020none listed holders, n.a.24 holders, $25.7bn
Q4 20204 holders, $594m21 holders, $30.8bn
Q1 20212 holders, $1.8bn24 holders, $36.9bn
Q2 20216 holders, $2.0bn21 holders, $42.9bn
Q3 202110 holders, $5.2bn26 holders, $42.0bn
Q4 20218 holders, $1.4bn27 holders, $39.7bn
Q1 20222 holders, $12m20 holders, $45.0bn
Q2 20222 holders, $87m36 holders, $33.2bn
Q3 20222 holders, $55m35 holders, $32.3bn
Q4 20221 holders, $11m35 holders, $34.4bn
Q1 20231 holders, $26m32 holders, $38.7bn
Q2 20234 holders, $192m30 holders, $40.1bn
Q3 20233 holders, $164m34 holders, $34.1bn
Q4 20236 holders, $327m28 holders, $42.5bn
Q1 20245 holders, $126m33 holders, $52.6bn
Q2 20244 holders, $48m31 holders, $52.6bn
Q3 20248 holders, $319m30 holders, $60.7bn
Q4 202411 holders, $708m26 holders, $65.8bn
Q1 202512 holders, $416m33 holders, $59.9bn
Q2 20259 holders, $368m29 holders, $69.4bn
Q3 20259 holders, $249m30 holders, $70.8bn
Q4 20255 holders, $65m31 holders, $77.2bn
Q1 20267 holders, $146m33 holders, $61.2bn
Q2 20264 holders, $169m30 holders, $65.4bn
UPST

Upstart HLDGS Inc

Holders
9
Reported value
$368m
Buyers
3
Sellers
5

Breadth -2 among 95 comparable managers.

Other financial servicesFinancial services · L3VLUP
AXP

American Express Co

Holders
29
Reported value
$69.4bn
Buyers
11
Sellers
15

Breadth -4 among 95 comparable managers.

Other financial servicesFinancial services · L3VLUP

Who holds both, Q2 2025

Among the 35 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only UPST (6)

Coatue Management LLC, Rokos Capital Management LLP, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC

Only AXP (26)

AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, PDT Partners LLC, Ruane Cunniff & Goldfarb LP, T. Rowe Price Associates Inc, Wellington Management Group LLP, Winton Group Ltd, and 1 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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