13F Insight
DOSSIER · 13F Holders · Q4 2025Financial Services · Finance ServicesMega-capCrowded
UPST

UPSTART HLDGS INC

371 institutions still hold UPSTART HLDGS INC as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 91680M107·Finance Services·371 13F holders·last filed Dec 31, 2025
Market cap
—
▲ 1.2%
vs prior quarter
13F value held
$1.7B
72.0% inst. owned
of float
Holders
371
-115 QoQ
filers reporting
Activity
+8 / −6
+768 added · −862 reduced
this quarter
Concentration
13.08%
Jericho Capital Asset Management L.P. #1
top holder share
AI Holders Summary · Q4 2025

371 institutions reported UPST in Q4 2025. Jericho Capital Asset Management L.P. leads at 13.1% of the visible book. -115 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Jericho Capital Asset Management L.P.
CIK 0001525234
$219M5.0M2.50%Q4 202502
BlackRock, Inc.
CIK 0002012383
$190M7.4M0.00%Q1 202603
CITADEL ADVISORS LLC
CIK 0001423053
$184M4.2M0.03%Q4 202504
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$174M6.8M0.02%Q1 202605
MORGAN STANLEY
CIK 0000895421
$102M4.0M0.01%Q1 202606
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$96M3.8M0.00%Q1 202607
Vanguard Portfolio Management
CIK 0002100121
$96M3.7M0.01%Q1 202608
D. E. Shaw & Co., Inc.
CIK 0001009207
$95M2.2M0.05%Q4 202509
WOLVERINE TRADING, LLC
CIK 0000927337
$72M1.4M0.05%Q3 202510
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$71M2.8M0.01%Q1 202611
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$54M2.1M0.00%Q1 202612
STATE STREET CORP
CIK 0000093751
$53M2.1M0.00%Q1 202613
Clear Street Group Inc.
CIK 0001881567
$41M1.6M0.17%Q1 202614
GOLDMAN SACHS GROUP INC
CIK 0000886982
$40M1.6M0.00%Q1 202615
Halter Ferguson Financial Inc.
CIK 0001842665
$38M1.5M8.26%Q1 202616
BARCLAYS PLC
CIK 0000312069
$37M1.5M0.01%Q1 202617
UBS Group AG
CIK 0001610520
$32M1.3M0.00%Q1 202618
BAILLIE GIFFORD & CO
CIK 0001088875
$28M1.1M0.03%Q1 202619
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$26M1.0M0.01%Q1 202620
BALYASNY ASSET MANAGEMENT L.P.
CIK 0001218710
$26M997K0.03%Q1 2026
Page 1 of 19
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