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Upstart Holdings Inc

CUSIP: 91680MAB3 | TRACE | 78 institutional holders

Quarters

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025
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Institutional Holders — Q2 2026

Piper Sandler & Co.9,206,000
6.7% of portfolio›$9.1M
Millennium Management LLC9,000,000
0.0% of portfolio›$8.9M
Oaktree Capital Management LP8,312,000
0.1% of portfolio›$8.3M
Whitebox Advisors LLC7,604,000
0.1% of portfolio›$7.5M
Palisade Capital Management, LP5,861,000
0.3% of portfolio›$5.8M
Russell Investments Group, Ltd.3,839,000
0.0% of portfolio›$3.8M
Toronto Dominion Bank3,600,000
0.0% of portfolio›$3.5M
DeepCurrents Investment Group LLC2,000,000
0.1% of portfolio›$2.0M
JPMorgan Chase & Co1,999,000
0.0% of portfolio›$2.0M
Universal- Beteiligungs- und Servicegesellschaft mbH1,000,000
0.0% of portfolio›$993.5K
Royal Bank of Canada970,000
0.0% of portfolio›$961.0K
Jane Street Group, LLC500,000
0.0% of portfolio›$496.0K
CSS LLC350,000
0.0% of portfolio›$347.4K
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main250,000
0.0% of portfolio›$247.7K
Advisory Services Network, LLC46,000
0.0% of portfolio›$45.6K
IFG Advisory, LLC20,000
0.0% of portfolio›$19.8K
Equitable Holdings, Inc.13,000
0.0% of portfolio›$12.9K
K2 Principal Fund, L.P.10,000
0.7% of portfolio›$9.9M
Alken Asset Management Ltd350
0.4% of portfolio›$347
StyleTurnoverLocationFiled
Piper Sandler & Co.
9,206,000$9.1M6.7%GARPVery HighMinneapolis, MN2026-07-28
Millennium Management LLC
9,000,000$8.9M0.0%CoreVery HighNew York, NY2026-08-14
Oaktree Capital Management LP
8,312,000$8.3M0.1%YieldMediumLos Angeles, CA2026-08-14
Whitebox Advisors LLC
7,604,000$7.5M0.1%MomentumVery HighMinneapolis, MN2026-08-14
Palisade Capital Management, LP
5,861,000$5.8M0.3%CoreLowFort Lee, NJ2026-08-14
Russell Investments Group, Ltd.
3,839,000$3.8M0.0%CoreLowSeattle, WA2026-08-06
Toronto Dominion Bank
3,600,000$3.5M0.0%CoreMediumToronto, Ontario, Australia2026-08-14
DeepCurrents Investment Group LLC
2,000,000$2.0M0.1%GARPHighNew York, NY2026-08-14
JPMorgan Chase & Co
1,999,000$2.0M0.0%GrowthMediumNew York, NY2026-08-12
Universal- Beteiligungs- und Servicegesellschaft mbH
1,000,000$993.5K0.0%CoreLowFrankfurt Am Main, Hong Kong2026-08-06
Royal Bank of Canada
970,000$961.0K0.0%CoreLowToronto, Australia2026-08-14
Jane Street Group, LLC
500,000$496.0K0.0%CoreVery HighNew York, NY2026-08-14
CSS LLC
350,000$347.4K0.0%Deep ValueHighChicago, IL2026-08-14
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
250,000$247.7K0.0%GrowthMediumFrankfurt Am Main, Hong Kong2026-08-14
Advisory Services Network, LLC
46,000$45.6K0.0%GrowthLowAtlanta, GA2026-08-12
IFG Advisory, LLC
20,000$19.8K0.0%ETFLowAtlanta, GA2026-08-14
Equitable Holdings, Inc.
13,000$12.9K0.0%ETFLowNew York, NY2026-08-17
K2 Principal Fund, L.P.
10,000$9.9M0.7%ValueVery HighToronto, Australia2026-08-07
Alken Asset Management Ltd
350$3470.4%CoreMediumLondon, United Kingdom2026-07-10