Who Owns Upstart Holdings, Inc. (UPST)?Hedge Fund & Institutional Holders

$25.89+0.14 (+0.52%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

Infinity%

QoQ Change in Holders

+7 / -7

Price History

$25.76$41.51$57.27$73.02$88.77Sep 24Jun 25Mar 26

UPST — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+2.3M+$109.0B
Clear Street Group Inc.Increased+1.5M+$61.0B
Azora Capital LPNew Position+882K+$38.6B
BAILLIE GIFFORD & CONew Position+759K+$33.2B
CITADEL ADVISORS LLCIncreased+810K+$33.0B
Divisadero Street Capital Management, LPNew Position+370K+$16.2B
Point72 Asset Management, L.P.New Position+370K+$16.0B
WELLINGTON MANAGEMENT GROUP LLPIncreased+362K+$12.5B
Carnegie Investment CounselNew Position+238K+$10.4B
J. Goldman & Co LPNew Position+211K+$9.2B
DIMENSIONAL FUND ADVISORS LPIncreased+221K+$9.1B
Halter Ferguson Financial Inc.Increased+210K+$7.7B
SUSQUEHANNA INTERNATIONAL GROUP, LLPIncreased+324K+$6.1B
D. E. Shaw & Co., Inc.Increased+164K+$5.5B
PDT Partners, LLCNew Position+100K+$4.4B

UPST — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Slate Path Capital LPClosed Position-2.7M-$138.8B
Squarepoint Ops LLCClosed Position-1.4M-$68.9B
FULLER & THALER ASSET MANAGEMENT, INC.Closed Position-1.0M-$53.1B
Tidal Investments LLCClosed Position-1.0M-$50.8B
JANE STREET GROUP, LLCDecreased-786K-$49.5B
VOLORIDGE INVESTMENT MANAGEMENT, LLCDecreased-622K-$49.3B
COATUE MANAGEMENT LLCClosed Position-871K-$44.2B
WELLS FARGO & COMPANY/MNDecreased-636K-$35.0B
Qube Research & Technologies LtdDecreased-440K-$28.8B
Invesco Ltd.Decreased-514K-$26.8B
Man Group plcDecreased-402K-$22.0B
Jump Financial, LLCDecreased-404K-$21.9B
TUDOR INVESTMENT CORP ET ALClosed Position-371K-$18.8B
Rokos Capital Management LLPClosed Position-361K-$18.3B
Marex Group plcDecreased-125K-$16.3B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Jericho Capital Asset Management L.P.5,011,809$219.2B2497.01%Share
2SUSQUEHANNA INTERNATIONAL GROUP, LLP3,306,200$144.0B16.59%Call
3Clear Street Group Inc.2,061,714$90.0B334.22%Share
4SUSQUEHANNA INTERNATIONAL GROUP, LLP2,014,400$88.0B10.14%Put
5CITADEL ADVISORS LLC1,601,700$70.0B10.51%Put
6IMC-Chicago, LLC1,505,600$65.8B23.90%Call
7CITADEL ADVISORS LLC1,462,900$63.0B9.46%Call
8GOLDMAN SACHS GROUP INC1,419,901$62.0B7.64%Share
9BANK OF AMERICA CORP /DE/1,356,374$59.0B4.29%Share
10SUSQUEHANNA INTERNATIONAL GROUP, LLP1,230,068$53.0B6.11%Share
11MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,192,138$52.0B77.78%Share
12D. E. Shaw & Co., Inc.1,154,700$50.0B27.41%Put
13Marex Group plc1,140,000$49.0B308.45%Share
14BANK OF AMERICA CORP /DE/976,334$42.0B3.06%Share
15Azora Capital LP882,231$38.6B2.43%Share
16BARCLAYS PLC862,338$37.0B8.88%Share
17Connor, Clark & Lunn Investment Management Ltd.850,839$37.0B97.04%Share
18D. E. Shaw & Co., Inc.745,200$32.0B17.54%Call
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC745,836$32.0B4.97%Share
20IMC-Chicago, LLC705,900$30.9B11.21%Put
21NORTHERN TRUST CORP672,086$29.0B3.70%Share
22CAPITAL FUND MANAGEMENT S.A.671,345$29.0B80.58%Share
23FRED ALGER MANAGEMENT, LLC625,668$27.0B105.90%Share
24CITADEL ADVISORS LLC574,808$25.0B3.75%Share
25UBS Group AG533,806$23.3B3.79%Share
26CITIGROUP INC531,557$23.0B10.15%Share
27CITADEL ADVISORS LLC530,951$23.0B3.45%Share
28Clear Street Group Inc.513,000$22.0B81.70%Put
29Halter Ferguson Financial Inc.415,321$18.2B3.99%Share
30WELLINGTON MANAGEMENT GROUP LLP432,459$18.0B3.15%Share
31CAPITAL FUND MANAGEMENT S.A.418,300$18.0B50.02%Call
32Divisadero Street Capital Management, LP370,000$16.2B0.76%Share
33Point72 Asset Management, L.P.370,179$16.0B17.89%Share
34GROUP ONE TRADING LLC361,300$15.8B27.58%Call
35BAILLIE GIFFORD & CO344,227$15.1B12.51%Share
36SIMPLEX TRADING, LLC349,800$15.0B8.45%Call
37JPMORGAN CHASE & CO325,137$14.0B0.88%Share
38PEAK6 LLC299,400$13.0B24.18%Put
39FRED ALGER MANAGEMENT, LLC307,535$13.0B50.99%Share
40FIRST TRUST ADVISORS LP318,547$13.0B9.45%Share
41DIMENSIONAL FUND ADVISORS LP276,554$12.0B2.52%Share
42CAPITAL FUND MANAGEMENT S.A.295,100$12.0B33.34%Put
43Walleye Trading LLC284,700$12.0B17.11%Put
44D. E. Shaw & Co., Inc.273,487$11.0B6.03%Share
45Optiver Holding B.V.250,600$11.0B4.08%Call
46Caption Management, LLC250,000$10.9B74.96%Call
47GC Wealth Management RIA, LLC249,474$10.9B0.40%Share
48Optiver Holding B.V.240,700$10.5B3.92%Put
49Carnegie Investment Counsel238,163$10.4B192.12%Share
50GOLDMAN SACHS GROUP INC232,723$10.0B1.23%Share

UPST Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025386$1.4T+99
Q3 2025287$2.0T-71
Q2 2025358$2.0T-25
Q1 2025383$2.1T+34
Q4 2024349$8.9T+93
Q3 2024256$53.6T+53
Q2 2024203$46.6T+7
Q1 2024196$33.2T—

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As of Q4 2025, 50 institutional investors hold UPST (Upstart Holdings, Inc.). The largest holder is Jericho Capital Asset Management L.P. with $219.2B in shares. This quarter, 7 institutions opened new positions and 7 closed their positions.

Frequently Asked Questions

How many hedge funds own UPST?

As of Q4 2025, 50 institutional investors report holding UPST (Upstart Holdings, Inc.) in their 13F filings.

Who is the largest institutional holder of UPST?

The largest institutional holder of UPST is Jericho Capital Asset Management L.P. with $219.2B in shares.

Is institutional ownership of UPST increasing or decreasing?

This quarter, 7 institutions opened new positions in UPST and 7 closed their positions.