Upstart Holdings Inc

Q1 2026 vs Q2 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Piper Sandler & Co.

INCREASED

Shares9,206,000 from 8,956,000

Change+250,000 (+3%)

Value$9.1M (+$347.2K)

Filed 2026-07-28

Millennium Management LLC

UNCHANGED

Shares9,000,000 from 9,000,000

Change0 (0%)

Value$8.9M (+$90.0K)

Filed 2026-08-14

Oaktree Capital Management LP

INCREASED

Shares8,312,000 from 4,869,000

Change+3,443,000 (+71%)

Value$8.3M (+$3.5M)

Filed 2026-08-14

Whitebox Advisors LLC

UNCHANGED

Shares7,604,000 from 7,604,000

Change0 (0%)

Value$7.5M (+$80.6K)

Filed 2026-08-14

Palisade Capital Management, LP

UNCHANGED

Shares5,861,000 from 5,861,000

Change0 (0%)

Value$5.8M (+$102.6K)

Filed 2026-08-14

Russell Investments Group, Ltd.

INCREASED

Shares3,839,000 from 2,208,000

Change+1,631,000 (+74%)

Value$3.8M (+$1.6M)

Filed 2026-08-06

Toronto Dominion Bank

DECREASED

Shares3,600,000 from 6,600,000

Change-3,000,000 (-45%)

Value$3.5M (-$2.9M)

Filed 2026-08-14

DeepCurrents Investment Group LLC

UNCHANGED

Shares2,000,000 from 2,000,000

Change0 (0%)

Value$2.0M (+$27.8K)

Filed 2026-08-14

JPMorgan Chase & Co

UNCHANGED

Shares1,999,000 from 1,999,000

Change0 (0%)

Value$2.0M (+$8.0K)

Filed 2026-08-12

Universal- Beteiligungs- und Servicegesellschaft mbH

UNCHANGED

Shares1,000,000 from 1,000,000

Change0 (0%)

Value$993.5K (+$13.3K)

Filed 2026-08-06

Royal Bank of Canada

DECREASED

Shares970,000 from 1,870,000

Change-900,000 (-48%)

Value$961.0K (-$872.0K)

Filed 2026-08-14

Jane Street Group, LLC

UNCHANGED

Shares500,000 from 500,000

Change0 (0%)

Value$496.0K (+$7.7K)

Filed 2026-08-14

CSS LLC

UNCHANGED

Shares350,000 from 350,000

Change0 (0%)

Value$347.4K (+$3.9K)

Filed 2026-08-14

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

UNCHANGED

Shares250,000 from 250,000

Change0 (0%)

Value$247.7K (+$8.0K)

Filed 2026-08-14

Advisory Services Network, LLC

NEW

Shares46,000

Change+46,000

Value$45.6K

Filed 2026-08-12

IFG Advisory, LLC

NEW

Shares20,000

Change+20,000

Value$19.8K

Filed 2026-08-14

Equitable Holdings, Inc.

UNCHANGED

Shares13,000 from 13,000

Change0 (0%)

Value$12.9K (+$318)

Filed 2026-08-17

K2 Principal Fund, L.P.

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$9.9M (+$126.0K)

Filed 2026-08-07

Alken Asset Management Ltd

UNCHANGED

Shares350 from 350

Change0 (0%)

Value$347 (+$11)

Filed 2026-07-10

Citigroup Inc

CLOSED

Shares0 from 250,000

Change-250,000 (-100%)

Value$0 (-$245.0K)

Filed 2026-08-03

	Status
Piper Sandler & Co.	INCREASED	9,206,000	8,956,000	+250,000	+3%	$8.7M	$9.1M	+$347.2K	2026-07-28
Millennium Management LLC	UNCHANGED	9,000,000	9,000,000	0	0%	$8.8M	$8.9M	+$90.0K	2026-08-14
Oaktree Capital Management LP	INCREASED	8,312,000	4,869,000	+3,443,000	+71%	$4.8M	$8.3M	+$3.5M	2026-08-14
Whitebox Advisors LLC	UNCHANGED	7,604,000	7,604,000	0	0%	$7.5M	$7.5M	+$80.6K	2026-08-14
Palisade Capital Management, LP	UNCHANGED	5,861,000	5,861,000	0	0%	$5.7M	$5.8M	+$102.6K	2026-08-14
Russell Investments Group, Ltd.	INCREASED	3,839,000	2,208,000	+1,631,000	+74%	$2.2M	$3.8M	+$1.6M	2026-08-06
Toronto Dominion Bank	DECREASED	3,600,000	6,600,000	-3,000,000	-45%	$6.4M	$3.5M	-$2.9M	2026-08-14
DeepCurrents Investment Group LLC	UNCHANGED	2,000,000	2,000,000	0	0%	$2.0M	$2.0M	+$27.8K	2026-08-14
JPMorgan Chase & Co	UNCHANGED	1,999,000	1,999,000	0	0%	$2.0M	$2.0M	+$8.0K	2026-08-12
Universal- Beteiligungs- und Servicegesellschaft mbH	UNCHANGED	1,000,000	1,000,000	0	0%	$980.2K	$993.5K	+$13.3K	2026-08-06
Royal Bank of Canada	DECREASED	970,000	1,870,000	-900,000	-48%	$1.8M	$961.0K	-$872.0K	2026-08-14
Jane Street Group, LLC	UNCHANGED	500,000	500,000	0	0%	$488.2K	$496.0K	+$7.7K	2026-08-14
CSS LLC	UNCHANGED	350,000	350,000	0	0%	$343.5K	$347.4K	+$3.9K	2026-08-14
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	UNCHANGED	250,000	250,000	0	0%	$239.7K	$247.7K	+$8.0K	2026-08-14
Advisory Services Network, LLC	NEW	46,000	—	+46,000	—	—	$45.6K	—	2026-08-12
IFG Advisory, LLC	NEW	20,000	—	+20,000	—	—	$19.8K	—	2026-08-14
Equitable Holdings, Inc.	UNCHANGED	13,000	13,000	0	0%	$12.6K	$12.9K	+$318	2026-08-17
K2 Principal Fund, L.P.	UNCHANGED	10,000	10,000	0	0%	$9.8M	$9.9M	+$126.0K	2026-08-07
Alken Asset Management Ltd	UNCHANGED	350	350	0	0%	$336	$347	+$11	2026-07-10
Citigroup Inc	CLOSED	0	250,000	-250,000	-100%	$245.0K	$0	-$245.0K	2026-08-03

Showing 20 of 20 institutions