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Filings
Ownership
Valuation
Ownership — UPST
Institutional Holdings
Insider Transactions
US Institutional Ownership
70.6%
Institution
Shares
Value
Ownership %
Change
Filing Date
BlackRock, Inc.
7.88M
$279.0M
8.10%
+475.6K
2026-06-30
VANGUARD PORTFOLIO MANAGEMENT LLC
3.74M
$132.0M
3.84%
-3.8K
2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC
3.70M
$131.0M
3.80%
-53.5K
2026-06-30
CITADEL ADVISORS LLC
3.46M
$122.0M
3.55%
-714.7K
2026-06-30
JANE STREET GROUP, LLC
3.18M
$112.0M
3.26%
+406.7K
2026-06-30
MORGAN STANLEY
2.41M
$85.0M
2.48%
-1.56M
2026-06-30
GOLDMAN SACHS GROUP INC
2.40M
$84.0M
2.46%
+835.7K
2026-06-30
MARSHALL WACE, LLP
2.38M
$84.0M
2.44%
-1.01M
2026-06-30
GEODE CAPITAL MANAGEMENT, LLC
2.23M
$78.0M
2.29%
+104.6K
2026-06-30
STATE STREET CORP
2.12M
$75.0M
2.18%
+65.4K
2026-06-30
Clear Street Group Inc.
1.95M
$69.0M
2.00%
+343.4K
2026-06-30
Halter Ferguson Financial Inc.
1.75M
$61.0M
1.80%
+280.8K
2026-06-30
UBS Group AG
1.58M
$56.0M
1.63%
+326.6K
2026-06-30
BANK OF AMERICA CORP /DE/
1.51M
$53.0M
1.55%
+1.01M
2026-06-30
LuminArx Capital Management LP
1.50M
$1.0M
1.54%
--
2026-06-30
Point72 Asset Management, L.P.
1.18M
$41.0M
1.22%
+293.7K
2026-06-30
D. E. Shaw & Co., Inc.
1.16M
$40.0M
1.19%
-495.5K
2026-06-30
CITIGROUP INC
1.14M
$40.0M
1.17%
+329.3K
2026-06-30
BAILLIE GIFFORD & CO
1.08M
$38.0M
1.11%
-25.1K
2026-06-30
DIMENSIONAL FUND ADVISORS LP
1.06M
$37.0M
1.09%
+37.0K
2026-06-30
CAPITAL FUND MANAGEMENT S.A.
933.6K
$33.0M
0.96%
-61.1K
2026-06-30
COATUE MANAGEMENT LLC
870.9K
$30.0M
0.90%
--
2026-06-30
MILLENNIUM MANAGEMENT LLC
860.4K
$30.0M
0.88%
+35.6K
2026-06-30
NORTHERN TRUST CORP
785.1K
$27.0M
0.81%
+26.2K
2026-06-30
Sixth Street Partners Management Company, L.P.
765.3K
$27.0M
0.79%
--
2026-06-30
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