Upstart Hldgs Inc

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Context Capital Management, LLC

INCREASED

Shares106,386,000 from 78,174,000

Change+28,212,000 (+36%)

Value$78.4M (+$14.3M)

Filed 2026-11-04

Mackay Shields LLC

UNCHANGED

Shares25,168,000 from 25,168,000

Change0 (0%)

Value$18.5M (-$2.1M)

Filed 2026-10-13

Jefferies Financial Group Inc.

DECREASED

Shares12,025,000 from 13,633,000

Change-1,608,000 (-12%)

Value$8.9M (-$2.4M)

Filed 2026-11-05

Oppenheimer Asset Management Inc.

NEW

Shares19,000

Change+19,000

Value$13.9K

Filed 2026-10-27

Wealth Enhancement Advisory Services, LLC

UNCHANGED

Shares15,000 from 15,000

Change0 (0%)

Value$11.1K (-$809)

Filed 2026-10-13

Linden Advisors LP

N/A

Shares— from 126,302,000

Change-126,302,000 (-100%)

Value—

Whitebox Advisors LLC

N/A

Shares— from 65,511,000

Change-65,511,000 (-100%)

Value—

AQR Arbitrage LLC

N/A

Shares— from 48,750,000

Change-48,750,000 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 34,374,000

Change-34,374,000 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 19,425,000

Change-19,425,000 (-100%)

Value—

State Street Corp

N/A

Shares— from 11,750,000

Change-11,750,000 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 10,799,000

Change-10,799,000 (-100%)

Value—

Shenkman Capital Management Inc

N/A

Shares— from 10,553,000

Change-10,553,000 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 10,387,000

Change-10,387,000 (-100%)

Value—

Worth Venture Partners, LLC

N/A

Shares— from 10,000,000

Change-10,000,000 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 9,961,000

Change-9,961,000 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 9,661,000

Change-9,661,000 (-100%)

Value—

Advent Capital Management

N/A

Shares— from 9,273,000

Change-9,273,000 (-100%)

Value—

FMR LLC

N/A

Shares— from 5,462,000

Change-5,462,000 (-100%)

Value—

Zazove Associates LLC

N/A

Shares— from 4,500,000

Change-4,500,000 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 4,100,000

Change-4,100,000 (-100%)

Value—

OFI Invest Asset Management

N/A

Shares— from 4,000,000

Change-4,000,000 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 4,000,000

Change-4,000,000 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,500,000

Change-1,500,000 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 725,000

Change-725,000 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 600,000

Change-600,000 (-100%)

Value—

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

N/A

Shares— from 500,000

Change-500,000 (-100%)

Value—

Man Group plc

N/A

Shares— from 352,000

Change-352,000 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 221,000

Change-221,000 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 167,000

Change-167,000 (-100%)

Value—

Toronto Dominion Bank

N/A

Shares— from 46,000

Change-46,000 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 28,000

Change-28,000 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 6,200

Change-6,200 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

Oddo BHF Asset Management SAS

N/A

Shares— from 150

Change-150 (-100%)

Value—

	Status
Context Capital Management, LLC	INCREASED	106,386,000	78,174,000	+28,212,000	+36%	$64.1M	$78.4M	+$14.3M	2026-11-04
Mackay Shields LLC	UNCHANGED	25,168,000	25,168,000	0	0%	$20.6M	$18.5M	-$2.1M	2026-10-13
Jefferies Financial Group Inc.	DECREASED	12,025,000	13,633,000	-1,608,000	-12%	$11.3M	$8.9M	-$2.4M	2026-11-05
Oppenheimer Asset Management Inc.	NEW	19,000	—	+19,000	—	—	$13.9K	—	2026-10-27
Wealth Enhancement Advisory Services, LLC	UNCHANGED	15,000	15,000	0	0%	$11.9K	$11.1K	-$809	2026-10-13
Linden Advisors LP	N/A	—	126,302,000	-126,302,000	-100%	$103.8M	—	—	—
Whitebox Advisors LLC	N/A	—	65,511,000	-65,511,000	-100%	$53.4M	—	—	—
AQR Arbitrage LLC	N/A	—	48,750,000	-48,750,000	-100%	$40.0M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	34,374,000	-34,374,000	-100%	$28.2M	—	—	—
Millennium Management LLC	N/A	—	19,425,000	-19,425,000	-100%	$16.0M	—	—	—
State Street Corp	N/A	—	11,750,000	-11,750,000	-100%	$9.5M	—	—	—
Bank of America Corp	N/A	—	10,799,000	-10,799,000	-100%	$8.8M	—	—	—
Shenkman Capital Management Inc	N/A	—	10,553,000	-10,553,000	-100%	$8.8M	—	—	—
BNP Paribas Financial Markets	N/A	—	10,387,000	-10,387,000	-100%	$8.5M	—	—	—
Worth Venture Partners, LLC	N/A	—	10,000,000	-10,000,000	-100%	$8.2M	—	—	—
Nuveen, LLC	N/A	—	9,961,000	-9,961,000	-100%	$8.1M	—	—	—
BlackRock, Inc.	N/A	—	9,661,000	-9,661,000	-100%	$7.9M	—	—	—
Advent Capital Management	N/A	—	9,273,000	-9,273,000	-100%	$7.6M	—	—	—
FMR LLC	N/A	—	5,462,000	-5,462,000	-100%	$4.5M	—	—	—
Zazove Associates LLC	N/A	—	4,500,000	-4,500,000	-100%	$3.7M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	4,100,000	-4,100,000	-100%	$3.4M	—	—	—
OFI Invest Asset Management	N/A	—	4,000,000	-4,000,000	-100%	$2.9M	—	—	—
State of Wisconsin Investment Board	N/A	—	4,000,000	-4,000,000	-100%	$3.3M	—	—	—
UBS Group AG	N/A	—	1,500,000	-1,500,000	-100%	$1.2M	—	—	—
Wellington Management Group LLP	N/A	—	725,000	-725,000	-100%	$594.9K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	600,000	-600,000	-100%	$483.4K	—	—	—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	N/A	—	500,000	-500,000	-100%	$408.8K	—	—	—
Man Group plc	N/A	—	352,000	-352,000	-100%	$287.8K	—	—	—
SEI Investments Co	N/A	—	221,000	-221,000	-100%	$180.1K	—	—	—
JPMorgan Chase & Co	N/A	—	167,000	-167,000	-100%	$134.7K	—	—	—
Toronto Dominion Bank	N/A	—	46,000	-46,000	-100%	$37.3K	—	—	—
Insigneo Advisory Services, LLC	N/A	—	28,000	-28,000	-100%	$22.8K	—	—	—
SG Americas Securities, LLC	N/A	—	20,000	-20,000	-100%	$1.6K	—	—	—
Royal Bank of Canada	N/A	—	6,200	-6,200	-100%	$5.0K	—	—	—
Centiva Capital, LP	N/A	—	3,000	-3,000	-100%	$245.9K	—	—	—
Oddo BHF Asset Management SAS	N/A	—	150	-150	-100%	$122.8K	—	—	—

Showing 36 of 36 institutions