13F Insight
DOSSIER · 13F Holders · Q2 2026
UPST 0.25 08/15/26

UPSTART HLDGS INC

20 institutions still hold UPSTART HLDGS INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 91680MAB3·20 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$64M
visible holders
Holders
20
filers reporting
Concentration
15.44%
K2 PRINCIPAL FUND, L.P. #1
top holder share
AI Holders Summary · Q2 2026

20 institutions reported UPST 0.25 08/15/26 in Q2 2026. K2 PRINCIPAL FUND, L.P. leads at 15.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
K2 PRINCIPAL FUND, L.P.
CIK 0001461790
$10M10K0.73%Q2 202602
PIPER SANDLER & CO.
CIK 0000724683
$9M9.2M6.72%Q2 202603
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
$9M9.0M0.00%Q2 202604
OAKTREE CAPITAL MANAGEMENT LP
CIK 0000949509
$8M8.3M0.11%Q2 202605
WHITEBOX ADVISORS LLC
CIK 0001257391
$8M7.6M0.10%Q2 202606
PALISADE CAPITAL MANAGEMENT, LP
CIK 0001009006
$6M5.9M0.25%Q2 202607
Russell Investments Group, Ltd.
CIK 0001692234
$4M3.8M0.00%Q2 202608
TORONTO DOMINION BANK
CIK 0000947263
$4M3.6M0.00%Q2 202609
DeepCurrents Investment Group LLC
CIK 0001754535
$2M2.0M0.06%Q2 202610
JPMORGAN CHASE & CO
CIK 0000019617
$2M2.0M0.00%Q2 202611
Universal- Beteiligungs- und Servicegesellschaft mbH
CIK 0002057170
$993K1.0M0.00%Q2 202612
ROYAL BANK OF CANADA
CIK 0001000275
$961K970K0.00%Q2 202613
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$488K500K0.00%Q1 202614
CSS LLC/IL
CIK 0001103646
$347K350K0.01%Q2 202615
Alken Asset Management Ltd
CIK 0001629996
$336K3500.61%Q1 202616
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
CIK 0001694217
$248K250K0.00%Q2 202617
Advisory Services Network, LLC
CIK 0001573876
$46K46K0.00%Q2 202618
IFG Advisory, LLC
CIK 0001728319
$20K20K0.00%Q2 202619
Equitable Holdings, Inc.
CIK 0001333986
$13K13K0.00%Q2 202620
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025