UPST Institutional Ownership
Who owns Upstart Holdings, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 377 funds reported holding UPST at Jun 30, 2026, together owning 68.7% of the company.
- ▲194 buying vs 141 selling
- ▲Held by funds +2.9 pts
- ▲Funds holding +29
- ▲Superinvestors: 3 added, 0 cut
- ▲Put/call 0.93 to 0.52
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 377 | 348 | +8.3% |
| In funds' top 10 | 3 | 2 | +50.0% |
| 13F shares | 66.8M | 64M | +4.5% |
| Held by funds | 68.7% | 65.7% | +2.9 pts |
| New positions | 72 | 46 | +56.5% |
| Increased | 122 | 125 | −2.4% |
| Reduced | 98 | 104 | −5.8% |
| Sold out | 43 | 103 | −58.3% |
| Calls (shares) | 2.6M | 2.3M | +9.1% |
| Puts (shares) | 1.3M | 2.2M | −39.1% |
| Put/call ratio | 0.52 | 0.93 | −44.2% |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in UPST
All superinvestors →
Who owns UPST
share of fund held shares- Index and passive funds35.3%
- Active managers and hedge funds37.9%
- Banks and brokers20.1%
- Pensions, insurers and other6.6%
The top 10 holders own 52.2% of all UPST shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
94 funds changed their position- Halter Ferguson Financial Inc.Trimmed−332K sh
- Blue Jean Financial LLCSold out−103K sh
- SBI Securities Co., Ltd.Added+110K sh
- Creative PlanningTrimmed−49K sh
- Rare Wolf Capital LLCSold out−26K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 8.10% | 7.9M | $279M | +476K |
| 2 | Ofi Invest Asset Management | 4.11% | 4M | $2.9M | 0 |
| 3 | State of Wisconsin Investment Board | 4.11% | 4M | $3.3M | +1M |
| 4 | Vanguard Portfolio Management LLC | 3.84% | 3.7M | $132M | −3,783 |
| 5 | Vanguard Capital Management LLC | 3.80% | 3.7M | $131M | −53K |
| 6 | Morgan Stanley | 2.48% | 2.4M | $85.6M | −1.6M |
| 7 | Goldman Sachs Group Inc | 2.46% | 2.4M | $84.9M | +836K |
| 8 | Marshall Wace, LLP | 2.44% | 2.4M | $84M | −909K |
| 9 | Geode Capital Management, LLC | 2.29% | 2.2M | $79M | +105K |
| 10 | State Street Corp | 2.18% | 2.1M | $75.1M | +65K |
- Bank of America Corp /de/+1M sh+$35.7M
- Goldman Sachs Group Inc+836K sh+$29.6M
- Fmr LLC+692K sh+$24.5M
- UBS Group AG+622K sh+$22M
- Susquehanna International Group, LLP+594K sh+$21.1M
- BlackRock, Inc.+476K sh+$16.9M
- Walleye Capital LLC+437K sh+$15.5M
- Hrt Financial LP+375K sh+$13.3M
- Morgan Stanley−1.6M sh−$55.3M
- Marshall Wace, LLP−909K sh−$32.2M
- Jane Street Group, LLC−715K sh−$25.3M
- Natixis−16K sh−$15.4M
- KADENSA CAPITAL Ltd−590K sh−$15.1M
- Balyasny Asset Management L.P.−313K sh−$11.1M
- Fred Alger Management, LLC−256K sh−$9.1M
- GC Wealth Management RIA, LLC−345K sh−$8.8M
UPST institutional ownership FAQ
Who owns the most UPST stock?
In Q2 2026 13F filings the largest holder of UPST was BlackRock, Inc., followed by Ofi Invest Asset Management and State of Wisconsin Investment Board. Index fund managers are usually the biggest holders of large companies.
What percentage of UPST is owned by institutions?
Funds that file 13F reports held 68.7% of UPST's shares at Jun 30, 2026, compared with 65.7% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying UPST?
In Q2 2026, 194 funds bought UPST (72 of them new positions) and 141 sold (43 sold out completely). Among well known investors, 3 added and 0 cut. Our fund sentiment for UPST is strongly bullish.
What is UPST's institutional put/call ratio?
Funds reported $47.3M of UPST puts against $90.8M of calls, a put/call ratio of 0.52 (0.93 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this UPST ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.