AI Holders Summary · Q2 2026

403 institutions reported UPST in Q2 2026. BlackRock, Inc. leads at 14.2% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(5 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$279M7.9M0.00%Q2 2026 02

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$233M6.6M0.02%Q2 2026 03

CITADEL ADVISORS LLC

CIK 0001423053

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

Vanguard Portfolio Management

CIK 0002100121· Index

$132M3.7M0.01%Q2 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$131M3.7M0.00%Q2 2026 06

D. E. Shaw & Co., Inc.

CIK 0001009207

$95M2.2M0.05%Q4 2025 07

MORGAN STANLEY

CIK 0000895421

$86M2.4M0.00%Q2 2026 08

GOLDMAN SACHS GROUP INC

CIK 0000886982

$85M2.4M0.01%Q2 2026 09

MARSHALL WACE, LLP

CIK 0001318757

$84M2.4M0.07%Q2 2026 10

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$79M2.2M0.00%Q2 2026 11

STATE STREET CORP

CIK 0000093751

$75M2.1M0.00%Q2 2026 12

WOLVERINE TRADING, LLC

CIK 0000927337

$72M1.4M0.05%Q3 2025 13

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$71M2.8M0.01%Q1 2026 14

Clear Street Group Inc.

CIK 0001881567

$69M1.9M0.17%Q2 2026 15

Halter Ferguson Financial Inc.

CIK 0001842665

$62M1.7M10.03%Q2 2026 16

UBS Group AG

CIK 0001610520

$56M1.6M0.01%Q2 2026 17

BANK OF AMERICA CORP /DE/

CIK 0000070858

$54M1.5M0.00%Q2 2026 18

BARCLAYS PLC

CIK 0000312069

$46M1.3M0.01%Q2 2026 19

CITIGROUP INC

CIK 0000831001

$40M1.1M0.01%Q2 2026 20

BAILLIE GIFFORD & CO

CIK 0001088875

$38M1.1M0.03%Q2 2026

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