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Upstart Holdings, Inc.

UPST
Exchange
Nasdaq
Industry
Finance Services
SEC CIK
0001647639

In the last 90 days, Upstart Holdings, Inc. insiders filed 1 open-market purchase and 8 sales; 372 institutions reported holding it in 13F filings for Q2 2026, worth $2.07B in total; Coatue Management is the only superinvestor holding it.

Holders of 5% or more of UPST

Holders whose latest Schedule 13D or 13G filing reports 5% or more of Upstart Holdings, Inc., largest stake first. The change is against the holder's previous filing.

No holder currently reports owning 5% or more of Upstart Holdings, Inc. on Schedule 13D or 13G.

Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.

13D and 13G filings

25 Schedule 13D and 13G filings on Upstart Holdings, Inc., newest first, including old-format filings without a stake.

Schedule 13D and 13G filings on UPST
Filed (ET)FilerFormStakeChangeEvent dateFiling
Jul 13, 20265:20 PM ETJericho Capital Asset Management L.P.and 1 other13G/A0.00%0 shares−5.20 ppfrom 5.20%Below 5%Mar 31, 2026SEC
Mar 27, 20261:55 PM ETVanguard Group Inc13G/A0.00%0 shares–Below 5%Mar 13, 2026SEC
Feb 17, 20264:09 PM ETJericho Capital Asset Management L.P.and 1 other13G5.20%5.01M sharesNewDec 31, 2025SEC
Feb 13, 20265:23 PM ETSusquehanna Securities, LLCand 3 others13G/A4.60%4.55M shares−1.10 ppfrom 5.70%Below 5%Dec 31, 2025SEC
Nov 13, 20255:46 PM ETSusquehanna Securities, LLCand 3 others13G5.70%5.53M sharesNewSep 30, 2025SEC
Oct 9, 20254:19 PM ETCitadel Securities GP LLCand 6 others13G4.70%4.50M sharesNewBelow 5%Oct 2, 2025SEC
Feb 14, 20254:11 PM ETD. E. Shaw & Co, L.P.and 2 others13G/A4.90%4.60M shares−0.10 ppfrom 5.00%Below 5%Dec 31, 2024SEC
Jan 8, 20254:01 PM ETD. E. Shaw & Co, L.P.and 2 others13G5.00%4.60M sharesNewDec 31, 2024SEC
Feb 13, 2024Vanguard Group Inc13G/AOld format–––SEC
Feb 9, 20248:18 PM ETUpstart Holdings, Inc.13G/AOld format–––SEC
Jan 29, 20243:26 PM ETBlackRock Inc.13GOld format–New–SEC
Feb 14, 2023Vulcan Value Partners, LLC13G/AOld format–––SEC
Feb 10, 20237:42 PM ETGirouard Dave13G/AOld format–––SEC
Feb 9, 2023Vanguard Group Inc13G/AOld format–––SEC
Feb 14, 2022Vulcan Value Partners, LLC13GOld format–New–SEC
Feb 14, 2022VK Services, LLC13G/AOld format–––SEC
Feb 14, 2022Third Point LLCSuperinvestorThird Point13G/AOld format–––SEC
Feb 10, 2022Vanguard Group Inc13GOld format–New–SEC
Feb 3, 20227:04 PM ETGirouard Dave13G/AOld format–––SEC
Feb 2, 20225:38 PM ETUpstart Holdings, Inc.13GOld format–New–SEC
Jan 13, 202212:18 PM ETStone Ridge Trust V13G/AOld format–––SEC
Feb 16, 2021Khosla Ventures Associates V, LLC13GOld format–New–SEC
Feb 12, 2021Third Point LLCSuperinvestorThird Point13GOld format–New–SEC
Feb 5, 2021Girouard Dave13GOld format–New–SEC
Jan 27, 20211:46 PM ETStone Ridge Trust V13GOld format–New–SEC

Form 144: proposed insider sales

261 notices from officers, directors and other affiliates planning to sell Upstart Holdings, Inc. shares, newest first.

Form 144 notices for UPST
Filed (ET)SellerShares to sellMarket valuePlanned saleBrokerFiling
Sep 8, 20265:09 PM ETDatta SanjayOfficer116.0K$3.17MSep 8, 2026Charles Schwab & Co., Inc.SEC
Aug 25, 20264:10 PM ETMirgorodskaya NataliaOfficer913$27.4KAug 25, 202610b5-1Charles Schwab & Co., Inc.SEC
Aug 20, 20264:07 PM ETMirgorodskaya NataliaOfficer586$16.5KAug 20, 2026Charles Schwab & Co., Inc.SEC
Aug 20, 20264:07 PM ETDarling ScottOfficer7.70K$216.2KAug 20, 2026Charles Schwab & Co., Inc.SEC
Aug 20, 20264:06 PM ETDatta SanjayOfficer8.95K$251.3KAug 20, 2026Charles Schwab & Co., Inc.SEC
Aug 19, 20264:13 PM ETDatta SanjayOfficer10.0K$314.6KAug 19, 2026Charles Schwab & Co., Inc.SEC
Aug 19, 20264:12 PM ETBlankmeyer AndreaOfficer3.00K$88.0KAug 19, 202610b5-1Charles Schwab & Co., Inc.SEC
Aug 17, 20265:17 PM ETDatta SanjayOfficer2.03K$59.7KAug 17, 2026Charles Schwab & Co., Inc.SEC
Aug 17, 20265:16 PM ETDarling ScottOfficer814$23.9KAug 17, 2026Charles Schwab & Co., Inc.SEC
Aug 17, 20265:15 PM ETBlankmeyer AndreaOfficer7.17K$210.6KAug 17, 2026Charles Schwab & Co., Inc.SEC
Jun 9, 20264:14 PM ETDatta SanjayOfficer15.0K$456.1KJun 9, 2026Charles Schwab & Co., Inc.SEC
May 26, 20264:27 PM ETMirgorodskaya NataliaOfficer974$28.2KMay 26, 202610b5-1Charles Schwab & Co., Inc.SEC
May 20, 20264:12 PM ETMirgorodskaya NataliaOfficer526$15.1KMay 20, 2026Charles Schwab & Co., Inc.SEC
May 20, 20264:11 PM ETDatta SanjayOfficer7.99K$229.7KMay 20, 2026Charles Schwab & Co., Inc.SEC
May 20, 20264:10 PM ETDarling ScottOfficer6.63K$190.9KMay 20, 2026Charles Schwab & Co., Inc.SEC
May 15, 20264:22 PM ETDatta SanjayOfficer1.82K$53.7KMay 15, 2026Charles Schwab & Co., Inc.SEC
May 15, 20264:21 PM ETDarling ScottOfficer727$21.5KMay 15, 2026Charles Schwab & Co., Inc.SEC
May 15, 20264:16 PM ETBlankmeyer AndreaOfficer7.04K$208.7KMay 15, 2026Charles Schwab & Co., Inc.SEC
Mar 2, 20264:45 PM ETMirgorodskaya NataliaOfficer390$10.1KMar 2, 202610b5-1Charles Schwab & Co., Inc.SEC
Feb 25, 20264:21 PM ETMirgorodskaya NataliaOfficer866$24.9KFeb 25, 202610b5-1Charles Schwab & Co., Inc.SEC
Feb 20, 20264:08 PM ETMirgorodskaya NataliaOfficer633$18.9KFeb 20, 2026Charles Schwab & Co., Inc.SEC
Feb 20, 20264:07 PM ETDatta SanjayOfficer7.98K$238.4KFeb 20, 2026Charles Schwab & Co., Inc.SEC
Feb 20, 20264:06 PM ETDarling ScottOfficer6.48K$193.4KFeb 20, 2026Charles Schwab & Co., Inc.SEC
Feb 20, 20264:05 PM ETDarling ScottOfficer390$11.8KFeb 20, 202610b5-1Charles Schwab & Co., Inc.SEC
Jan 5, 20264:06 PM ETDarling ScottOfficer1.00K$50.0KJan 5, 202610b5-1Charles Schwab & Co., Inc.SEC

Showing the latest 25. See the UPST notices from the last 12 months