Who owns UPST
335 institutions reported holding UPST for 2026Q1, together 58% of the company, fewer than the 389 a quarter earlier.
335
Institutions reporting a position · as of 2026Q1 · down from 389 the quarter before
- Shares held by institutions
- 56.6M
Shares held by institutions · 58% of the company · long US equity positions only, as reported on Form 13F
- Reported value
- $1.45B
Reported value · at 2026-03-31 prices, not today's
- Top 5 holders
- 26%
Top 5 holders · of the whole company, between five filers
Details›
- Reporting quarter2026-03-31
- 2026Q1
- Quarters on record
- 22
- New positions
- 44
- Positions exited
- 104
- Added to
- 122
- Reduced
- 96
- Top 10 holdersof the company
- 34%
| Quarter | Filers | Shares | Reported value |
|---|---|---|---|
| 2026Q1 | 335 | 56.6M | $1.45B |
| 2025Q4 | 389 | 64.6M | $2.83B |
| 2025Q3 | 406 | 64.2M | $3.27B |
| 2025Q2 | 418 | 61.5M | $3.99B |
| 2025Q1 | 384 | 60.2M | $2.77B |
| 2024Q4 | 391 | 58.3M | $3.59B |
| 2024Q3 | 345 | 49.8M | $1.99B |
| 2024Q2 | 271 | 38.9M | $919M |
| 2024Q1 | 273 | 37.7M | $1.00B |
| 2023Q4 | 330 | 41.6M | $1.70B |
| 2023Q3 | 288 | 37.6M | $1.08B |
| 2023Q2 | 298 | 36.1M | $1.29B |
| 2023Q1 | 259 | 29.6M | $471M |
| 2022Q4 | 264 | 29.4M | $409M |
| 2022Q3 | 301 | 31.6M | $702M |
| 2022Q2 | 341 | 37.1M | $1.30B |
| Holder | Shares | % of company | Value |
|---|---|---|---|
| VANGUARD GROUP INC | 8.2M | 8.5% | $211M |
| BlackRock Inc. | 7.4M | 7.6% | $190M |
| MORGAN STANLEY | 4.0M | 4.1% | $102M |
| Marshall Wace LLP | 3.3M | 3.4% | $84M |
| GEODE CAPITAL MANAGEMENT LLC | 2.1M | 2.2% | $54M |
| STATE STREET CORP | 2.1M | 2.1% | $53M |
| GOLDMAN SACHS GROUP INC | 1.6M | 1.6% | $40M |
| Clear Street Group Inc. | 1.6M | 1.6% | $40M |
| Halter Ferguson Financial Inc. | 1.5M | 1.5% | $38M |
| BARCLAYS PLC | 1.3M | 1.3% | $33M |
SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.
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