13F Insight
DOSSIER · 13F Holders · Q2 2026

UPSTART HLDGS INC

33 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 91680MAF4·33 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$388M
visible holders
Holders
33
filers reporting
Concentration
26.75%
LINDEN ADVISORS LP #1
top holder share
AI Holders Summary · Q2 2026

33 institutions reported UPSTART HLDGS INC in Q2 2026. LINDEN ADVISORS LP leads at 26.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LINDEN ADVISORS LP
CIK 0001279396
$104M126.3M0.54%Q2 202602
Context Capital Management, LLC
CIK 0001301396
$64M78.2M1.24%Q2 202603
WHITEBOX ADVISORS LLC
CIK 0001257391
$53M65.5M0.70%Q2 202604
D. E. Shaw & Co., Inc.
CIK 0001009207
$34M38.9M0.02%Q4 202505
MACKAY SHIELDS LLC
CIK 0000061227
$21M25.2M0.69%Q2 202606
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
$16M19.4M0.01%Q2 202607
Jefferies Financial Group Inc.
CIK 0000096223
$11M13.6M0.07%Q2 202608
STATE STREET CORP
CIK 0000093751
$10M11.8M0.00%Q2 202609
SHENKMAN CAPITAL MANAGEMENT INC
CIK 0001275228
$9M10.6M1.22%Q2 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$9M10.8M0.00%Q2 202611
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$8M10.4M0.00%Q2 202612
Worth Venture Partners, LLC
CIK 0001696778
$8M10.0M18.52%Q2 202613
Nuveen, LLC
CIK 0001871926
$8M10.0M0.00%Q2 202614
BlackRock, Inc.
CIK 0002012383
$8M9.7M0.00%Q2 202615
ADVENT CAPITAL MANAGEMENT /DE/
CIK 0001097278
$8M9.3M0.17%Q2 202616
FMR LLC
CIK 0000315066
$4M5.5M0.00%Q2 202617
ZAZOVE ASSOCIATES LLC
CIK 0001009012
$4M4.5M0.30%Q2 202618
Universal- Beteiligungs- und Servicegesellschaft mbH
CIK 0002057170
$3M4.1M0.01%Q2 202619
STATE OF WISCONSIN INVESTMENT BOARD
CIK 0000854157
$3M4.0M0.01%Q2 202620
OFI INVEST ASSET MANAGEMENT
CIK 0001977602
$3M4.0M0.03%Q2 2026
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