Upstart Hldgs Inc

CUSIP: 91680MAD9 | 35 institutional holders

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

Institutional Holders — Q2 2026

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Linden Advisors LP178,145,000

1.1% of portfolio$203.8M

D. E. Shaw & Co., Inc.49,870,000

0.0% of portfolio$57.2M

Whitebox Advisors LLC41,400,000

0.6% of portfolio$47.2M

Lazard Asset Management LLC33,368,000

0.0% of portfolio$381.9K

Mirabaud Asset Management (France) SAS21,500,000

11.0% of portfolio$24.5M

Advent Capital Management18,825,000

0.5% of portfolio$21.6M

State Street Corp12,077,000

0.0% of portfolio$13.8M

Aristeia Capital, L.L.C.12,000,000

0.2% of portfolio$13.7M

BlackRock, Inc.8,850,000

0.0% of portfolio$10.1M

Two Sigma Investments, LP5,500,000

0.0% of portfolio$6.3M

FMR LLC4,779,000

0.0% of portfolio$5.4M

Lord, Abbett & Co. LLC4,250,000

0.0% of portfolio$4.9K

Universal- Beteiligungs- und Servicegesellschaft mbH2,905,000

0.0% of portfolio$3.3M

Invesco Ltd.2,500,000

0.0% of portfolio$2.8M

Schroder Investment Management Group2,025,000

0.0% of portfolio$2.3M

Nykredit A/S2,000,000

0.0% of portfolio$2.3M

Bank of America Corp924,000

0.0% of portfolio$1.1M

Man Group plc600,000

0.0% of portfolio$676.2K

Hurricane Capital Advisors LLC500,000

0.1% of portfolio$572.4K

Royal Bank of Canada450,000

0.0% of portfolio$513.0K

Goldman Sachs Group Inc350,000

0.0% of portfolio$398.9K

Jefferies Financial Group Inc.164,000

0.0% of portfolio$185.6K

SG Americas Securities, LLC150,000

0.0% of portfolio$17.1K

JPMorgan Chase & Co54,000

0.0% of portfolio$60.2K

Centiva Capital, LP2,000

0.0% of portfolio$228.9K

				Style	Turnover	Location	Filed
Linden Advisors LP	178,145,000	$203.8M	1.1%	Growth	High	New York, NY	2026-08-14
D. E. Shaw & Co., Inc.	49,870,000	$57.2M	0.0%	GARP	High	New York, NY	2026-08-14
Whitebox Advisors LLC	41,400,000	$47.2M	0.6%	Momentum	Very High	Minneapolis, MN	2026-08-14
Lazard Asset Management LLC	33,368,000	$381.9K	0.0%	Core	Medium	New York, NY	2026-08-14
Mirabaud Asset Management (France) SAS	21,500,000	$24.5M	11.0%	GARP	Very High	Paris, India	2026-08-12
Advent Capital Management	18,825,000	$21.6M	0.5%	Growth	Medium	New York, NY	2026-08-11
State Street Corp	12,077,000	$13.8M	0.0%	Index	Very Low	Boston, MA	2026-09-22
Aristeia Capital, L.L.C.	12,000,000	$13.7M	0.2%	GARP	High	Greenwich, CT	2026-08-14
BlackRock, Inc.	8,850,000	$10.1M	0.0%	Index	Very Low	New York, NY	2026-08-07
Two Sigma Investments, LP	5,500,000	$6.3M	0.0%	Value	High	New York, NY	2026-08-14
FMR LLC	4,779,000	$5.4M	0.0%	Growth	Medium	Boston, MA	2026-08-13
Lord, Abbett & Co. LLC	4,250,000	$4.9K	0.0%	Momentum	Medium	Jersey City, NJ	2026-08-14
Universal- Beteiligungs- und Servicegesellschaft mbH	2,905,000	$3.3M	0.0%	Core	Low	Frankfurt Am Main, Hong Kong	2026-08-06
Invesco Ltd.	2,500,000	$2.8M	0.0%	Growth	Low	Atlanta, GA	2026-08-14
Schroder Investment Management Group	2,025,000	$2.3M	0.0%	Core	Medium	London, United Kingdom	2026-08-13
Nykredit A/S	2,000,000	$2.3M	0.0%	Core	N/A	Nordhavn, Greece	2026-09-08
Bank of America Corp	924,000	$1.1M	0.0%	Core	Low	Charlotte, NC	2026-08-14
Man Group plc	600,000	$676.2K	0.0%	Core	High	London, United Kingdom	2026-08-14
Hurricane Capital Advisors LLC	500,000	$572.4K	0.1%	N/A	N/A	New York, NY	2026-11-03
Royal Bank of Canada	450,000	$513.0K	0.0%	Core	Low	Toronto, Australia	2026-08-14
Goldman Sachs Group Inc	350,000	$398.9K	0.0%	Core	Medium	New York, NY	2026-08-14
Jefferies Financial Group Inc.	164,000	$185.6K	0.0%	Core	Very High	New York, NY	2026-08-17
SG Americas Securities, LLC	150,000	$17.1K	0.0%	Growth	High	New York, NY	2026-08-07
JPMorgan Chase & Co	54,000	$60.2K	0.0%	Growth	Medium	New York, NY	2026-08-12
Centiva Capital, LP	2,000	$228.9K	0.0%	GARP	Very High	New York, NY	2026-08-13