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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 2025
the date the book describes
Filed
27 Aug 2025
latest of these filings; the earliest 14 Aug 2025
Managers listing it
9
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 7 listed it in both
Shares listed
5,694,227
combined, among listed positions
Reported value
$368m
combined, at the quarter end

Among the 95 comparable managers: 3 buyers (opened or added shares) and 5 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing UPST in Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

9 of 9 holders

ActionFiling
Two Sigma Investments LP1,285,152$83m0.15%Trimmed-214,03414 Aug 2025 (the filing on sec.gov)
Squarepoint Ops LLC1,011,167$65m0.07%Addedn.a.27 Aug 2025 (the filing on sec.gov)
Coatue Management LLC870,947$56m0.16%Held014 Aug 2025 (the filing on sec.gov)
Two Sigma Advisers LP700,000$45m0.09%Trimmed-774,20014 Aug 2025 (the filing on sec.gov)
Voloridge Investment Management LLC539,771$35m0.13%Trimmed-412,93014 Aug 2025 (the filing on sec.gov)
Man Group PLC511,868$33m0.06%Trimmed-393,32914 Aug 2025 (the filing on sec.gov)
Rokos Capital Management LLP479,321$31m0.13%Newnew14 Aug 2025 (the filing on sec.gov)
Verition Fund Management LLC204,692$13m0.06%Trimmed-22,19114 Aug 2025 (the filing on sec.gov)
Brevan Howard Capital Management LP91,309$5.9munder 0.1%Added+48,17614 Aug 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2025 to Q2 2025, 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 (1)

Exited (0)

No exit shown by a manager’s own filing.

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 →