AI Holders Summary · Q4 2025

373 institutions reported UPST in Q4 2025. Jericho Capital Asset Management L.P. leads at 13.1% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

Jericho Capital Asset Management L.P.

CIK 0001525234

$219M5.0M2.50%Q4 2025 02

BlackRock, Inc.

CIK 0002012383

$190M7.4M0.00%Q1 2026 03

CITADEL ADVISORS LLC

CIK 0001423053

$184M4.2M0.03%Q4 2025 04

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$174M6.8M0.02%Q1 2026 05

MORGAN STANLEY

CIK 0000895421

$102M4.0M0.01%Q1 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$96M3.8M0.00%Q1 2026 07

Vanguard Portfolio Management

CIK 0002100121· Index

$96M3.7M0.01%Q1 2026 08

D. E. Shaw & Co., Inc.

CIK 0001009207

$95M2.2M0.05%Q4 2025 09

WOLVERINE TRADING, LLC

CIK 0000927337

$72M1.4M0.05%Q3 2025 10

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$71M2.8M0.01%Q1 2026 11

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$54M2.1M0.00%Q1 2026 12

STATE STREET CORP

CIK 0000093751

$53M2.1M0.00%Q1 2026 13

Clear Street Group Inc.

CIK 0001881567

$41M1.6M0.17%Q1 2026 14

GOLDMAN SACHS GROUP INC

CIK 0000886982

$40M1.6M0.00%Q1 2026 15

Halter Ferguson Financial Inc.

CIK 0001842665

$38M1.5M8.26%Q1 2026 16

BARCLAYS PLC

CIK 0000312069

$37M1.5M0.01%Q1 2026 17

UBS Group AG

CIK 0001610520

$32M1.3M0.00%Q1 2026 18

BAILLIE GIFFORD & CO

CIK 0001088875

$28M1.1M0.03%Q1 2026 19

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$26M1.0M0.01%Q1 2026 20

BALYASNY ASSET MANAGEMENT L.P.

CIK 0001218710

$26M997K0.03%Q1 2026

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