DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
UPST 2 10/01/29

UPSTART HLDGS INC

23 institutions still hold UPSTART HLDGS INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 91680MAD9·23 13F holders·last filed Mar 31, 2026
Market cap
5.2%
vs prior quarter
13F value held
$383M
57.0% inst. owned
of float
Holders
23
0 QoQ
filers reporting
Activity
+51 / −42
+778 added · −723 reduced
this quarter
Concentration
45.22%
LINDEN ADVISORS LP #1
top holder share
AI Holders Summary · Q1 2026

23 institutions reported UPST 2 10/01/29 in Q1 2026. LINDEN ADVISORS LP leads at 45.2% of the visible book. +0 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LINDEN ADVISORS LP
CIK 0001279396
$173M176.6M0.97%Q1 2026
02
WHITEBOX ADVISORS LLC
CIK 0001257391
$63M64.9M0.78%Q1 2026
03
D. E. Shaw & Co., Inc.
CIK 0001009207
$50M39.9M0.03%Q4 2025
04
NATIXIS
CIK 0001274981
$15M16K0.06%Q1 2026
05
ADVENT CAPITAL MANAGEMENT /DE/
CIK 0001097278
$15M14.8M0.40%Q1 2026
06
ARISTEIA CAPITAL, L.L.C.
CIK 0001080171
$12M12.0M0.24%Q1 2026
07
Mirabaud Asset Management (France) SAS
CIK 0002033031
$11M11.1M5.43%Q1 2026
08
STATE STREET CORP
CIK 0000093751
$9M9.6M0.00%Q1 2026
09
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$8M8.5M0.00%Q1 2026
10
BlackRock, Inc.
CIK 0002012383
$7M7.3M0.00%Q1 2026
11
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$5M5.0M0.00%Q1 2026
12
FMR LLC
CIK 0000315066
$5M4.8M0.00%Q1 2026
13
Invesco Ltd.
CIK 0000914208
$2M2.5M0.00%Q1 2026
14
SCHRODER INVESTMENT MANAGEMENT GROUP
CIK 0001086619
$2M2.0M0.00%Q1 2026
15
Universal- Beteiligungs- und Servicegesellschaft mbH
CIK 0002057170
$2M1.8M0.00%Q1 2026
16
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$970,4851.0M0.00%Q1 2026
17
BANK OF AMERICA CORP /DE/
CIK 0000070858
$901,505925K0.00%Q1 2026
18
Man Group plc
CIK 0001637460
$580,187600K0.00%Q1 2026
19
LuminArx Capital Management LP
CIK 0001992915
$489,800500K0.36%Q1 2026
20
GOLDMAN SACHS GROUP INC
CIK 0000886982
$341,110350K0.00%Q1 2026
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