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UPST in the 13F filings

Upstart HLDGS Inc · CUSIP 91680M107

Sector · Other financial servicesTheme · Financial services· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
27
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 6 listed it in both
Shares listed
10,861,079
combined, among listed positions
Reported value
$384m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 16 buyers (opened or added shares) and 15 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -553,456.

Managers listing UPST in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

27 of 27 holders

ActionFiling
Marshall Wace LLP2,370,690$84m0.07%Trimmed-909,42013 Aug 2026 (the filing on sec.gov)
Baillie Gifford & Co1,083,157$38munder 0.1%Trimmed-25,1386 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC955,585$34munder 0.1%Added+324,4232 Sep 2026 (the filing on sec.gov)
Susquehanna International Group LLP920,253$33munder 0.1%Added+594,14714 Aug 2026 (the filing on sec.gov)
Point72 Asset Management LP885,159$31munder 0.1%Added+129,09914 Aug 2026 (the filing on sec.gov)
Coatue Management LLC870,947$31m0.06%Held014 Aug 2026 (the filing on sec.gov)
Millennium Management LLC764,847$27munder 0.1%Added+96,78314 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)706,548$25munder 0.1%Added+691,81213 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC556,759$20munder 0.1%Trimmed-312,65714 Aug 2026 (the filing on sec.gov)
Walleye Capital LLC449,131$16m0.06%Added+437,3163 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC330,114$12munder 0.1%Trimmed-201,27314 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc118,603$4.2munder 0.1%Added+20,99914 Aug 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC114,975$4.1munder 0.1%Added+47,45014 Aug 2026 (the filing on sec.gov)
Invesco Ltd114,816$4.1munder 0.1%Added+7,52614 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC110,446$3.9munder 0.1%Added+23,77714 Aug 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP76,908$2.7munder 0.1%Added+7,56614 Aug 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP75,579$2.7munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP100,007$2.6munder 0.1%Added+1614 Aug 2026 (the filing on sec.gov)
Man Group PLC61,239$2.2munder 0.1%Trimmed-38,95314 Aug 2026 (the filing on sec.gov)
Holocene Advisors LP54,553$1.9munder 0.1%Trimmed-80,38114 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd36,427$1.3munder 0.1%Added+11,70514 Aug 2026 (the filing on sec.gov)
Quantbot Technologies LP32,631$1.2munder 0.1%Trimmed-73,45512 Aug 2026 (the filing on sec.gov)
Jane Street Group LLC25,766$913kunder 0.1%Trimmed-715,05714 Aug 2026 (the filing on sec.gov)
Winton Group Ltd18,600$659kunder 0.1%Trimmed-57,3007 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP12,500$443kunder 0.1%Trimmed-23,49114 Aug 2026 (the filing on sec.gov)
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Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (5)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
8 in Q3 2024 to 4 in Q2 2026

Tracked managers listing it, at least.

051015202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
UPST by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20204$594mn.a.n.a.
Q1 20212$1.8bnn.a.n.a.
Q2 20216$2.0bnn.a.n.a.
Q3 202110$5.2bnn.a.n.a.
Q4 20218$1.4bnn.a.n.a.
Q1 20222$12mn.a.n.a.
Q2 20222$87mn.a.n.a.
Q3 20222$55mn.a.n.a.
Q4 20221$11mn.a.n.a.
Q1 20231$26mn.a.n.a.
Q2 20234$192mn.a.n.a.
Q3 20233$164mn.a.n.a.
Q4 20236$327m42
Q1 20245$126m41
Q2 20244$48m30
Q3 20248$319m70
Q4 202411$708m74
Q1 202512$416m76
Q2 20259$368m35
Q3 20259$249m44
Q4 20255$65m1420
Q1 20267$146m2210
Q2 20264$169m1615

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

UPST and V →UPST and AXP →UPST and BAC →Choose a stock to compare with UPST →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own UPST, latest filings →Back to the 13F Explorer →