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Upstart Hldgs Inc

CUSIP: 91680MAF4 | 45 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Context Capital Management, LLC106,386,000
1.6% of portfolio›$78.4M
Mackay Shields LLC25,168,000
0.7% of portfolio›$18.5M
Oppenheimer Asset Management Inc.19,000
0.0% of portfolio›$13.9K
Wealth Enhancement Advisory Services, LLC15,000
0.0% of portfolio›$11.1K
StyleTurnoverLocationFiled
Context Capital Management, LLC
106,386,000$78.4M1.6%GARPHighGreenwich, CT2026-11-04
Mackay Shields LLC
25,168,000$18.5M0.7%Deep ValueLowNew York, NY2026-10-13
Oppenheimer Asset Management Inc.
19,000$13.9K0.0%CoreMediumNew York, NY2026-10-27
Wealth Enhancement Advisory Services, LLC
15,000$11.1K0.0%CoreLowPlymouth, MN2026-10-13