UPST · NASDAQ · Financial - Credit Services

Upstart (UPST)

AI lending marketplace spanning personal, auto, and home-equity credit.

$26.00
After hours+0.03 (+0.12%)
At close$25.97(+1.52%)

13F · 13D/G · Form 4

Institutions62.32%60.65M shares
420 holders · as of Jun 30, 2026
Insiders14.89%14.49M shares
14 holders · as of Sep 10, 2026
Strategic holders5.70%5.55M shares
1 holder · as of Jan 29, 2024
Other17.09%16.63M shares
remainder

97.31M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

13F · 13D/G · Form 4

HolderStakeSharesDate
Dave Girouard1Insiderdirector, 10 percent owner
13.76%12.75Mfiled May 8, 2026
BlackRock, Inc.Institution
8.10%7.88Mas of Jun 30, 2026
BlackRock, Inc.Strategic
5.70%5.55Mfiled Jan 29, 2024
Vanguard Portfolio Management LLCInstitution
3.84%3.74Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
3.80%3.70Mas of Jun 30, 2026
Morgan StanleyInstitution
2.48%2.41Mas of Jun 30, 2026
Goldman Sachs Group IncInstitution
2.46%2.40Mas of Jun 30, 2026
Marshall Wace, LLPInstitution
2.44%2.37Mas of Jun 30, 2026
Geode Capital Management, LLCInstitution
2.29%2.23Mas of Jun 30, 2026
State Street CorpInstitution
2.18%2.12Mas of Jun 30, 2026
Clear Street Group Inc.Institution
1.88%1.83Mas of Jun 30, 2026
Halter Ferguson Financial Inc.Institution
1.80%1.75Mas of Jun 30, 2026
Bank of America Corp /DE/Institution
1.55%1.51Mas of Jun 30, 2026
UBS Group AGInstitution
1.54%1.50Mas of Jun 30, 2026
Luminarx Capital Management LPInstitution
1.54%1.50Mas of Jun 30, 2026
Citigroup IncInstitution
1.17%1.14Mas of Jun 30, 2026
Barclays PLCInstitution
1.16%1.13Mas of Jun 30, 2026
Baillie Gifford & CoInstitution
1.11%1.08Mas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
1.09%1.06Mas of Jun 30, 2026
Citadel Advisors LLCInstitution
0.98%955,585as of Jun 30, 2026
Susquehanna International Group, LLPInstitution
0.95%920,253as of Jun 30, 2026
Point72 Asset Management, L.P.Institution
0.91%885,159as of Jun 30, 2026
Coatue Management LLCInstitution
0.89%870,947as of Jun 30, 2026
Capital Fund Management S.A.Institution
0.82%800,994as of Jun 30, 2026
Northern Trust CorpInstitution
0.81%785,102as of Jun 30, 2026
  1. Dave Girouard's transaction reports restate only vehicles that traded; the 2022 ownership statement (12.75M) plus the 641.0K net shares acquired since is used instead.

13F, as of Jun 30, 2026

420 holders · 60.65M shares · 81 new positions · 197 increased · 105 reduced · 49 closed

HolderShares% outstandingChg q/qFiled
BlackRock, Inc.7.88M8.10%+475.6KAug 7, 2026
Vanguard Portfolio Management LLC3.74M3.84%−3.8KAug 13, 2026
Vanguard Capital Management LLC3.70M3.80%−53.5KAug 13, 2026
Morgan Stanley2.41M2.48%−1.56MAug 13, 2026
Goldman Sachs Group Inc2.40M2.46%+835.7KAug 14, 2026
Marshall Wace, LLP2.37M2.44%−909.4KAug 13, 2026
Geode Capital Management, LLC2.23M2.29%+104.6KAug 12, 2026
State Street Corp2.12M2.18%+65.4KAug 7, 2026

13D/G · 5% or more, as filed

No 13D/G filer at 5% or more on record.

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Sep 10, 2026
Paul Gudirector, officer: Chief Executive Officer
Purchase50,000$25.55130,000
Sep 8, 2026
Sanjay Dattaofficer: President, Capital& Enterprise
Sale116,000$27.29476,578
Aug 25, 2026
Natalia Mirgorodskayaofficer: See Remarks
Sale913$30.0335,875
Aug 20, 2026
Natalia Mirgorodskayaofficer: See Remarks
Sale586$28.0936,788
Aug 20, 2026
Scott Darlingofficer: Chief Legal Officer
Sale7,696$28.0973,306
Aug 20, 2026
Sanjay Dattaofficer: President, Capital& Enterprise
Sale8,945$28.09292,578
Aug 19, 2026
Sanjay Dattaofficer: President, Capital& Enterprise
Sale10,000$31.46301,523
Aug 17, 2026
Sanjay Dattaofficer: President, Capital& Enterprise
Sale2,033$29.36311,523
Aug 19, 2026
Andrea Blankmeyerofficer: Chief Financial Officer
Sale3,000$29.33152,208
Aug 17, 2026
Andrea Blankmeyerofficer: Chief Financial Officer
Sale7,175$29.36155,208

House and Senate disclosures

MemberTypeAmountOwnerTradedDisclosed
Rep. Tony Wied · WI08Sale$15,001 – $50,000JointAug 14, 2026Sep 7, 2026
Rep. Tony Wied · WI08Purchase$15,001 – $50,000JointJul 14, 2026Aug 19, 2026
Rep. Tony Wied · WI08Sale$15,001 – $50,000JointJun 9, 2026Aug 10, 2026