The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query UPST owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/UPST"
Use Arkolith to show who owns UPST, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $353.1M | 8.1M | ▼−2.0% Reduced · −167K sh | Q4 2025 | |
| 2 | BlackRock, Inc. | $189.9M | 7.4M | ▲+4.4% Added · +314K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $96.0M | 3.7M | ▲New +3.7M sh | Q1 2026 | |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | $54.5M | 2.1M | ▲+2.7% Added · +56K sh | Q1 2026 | |
| 5 | STATE STREET CORP | $52.7M | 2.1M | ▲+2.6% Added · +52K sh | Q1 2026 | |
| 6 | Clear Street Group Inc. | $39.9M | 1.6M | ▼−25% Reduced · −507K sh | Q1 2026 | |
| 7 | COATUE MANAGEMENT LLC | $22.3M | 871K | ▲New +871K sh | Q1 2026 | |
| 8 | CAPITAL FUND MANAGEMENT S.A. | $21.7M | 847K | ▲+26% Added · +175K sh | Q1 2026 | |
| 9 | Point72 Asset Management, L.P. | $19.4M | 756K | ▲+104% Added · +386K sh | Q1 2026 | |
| 10 | CITADEL ADVISORS LLC | $16.2M | 631K | ▼−43% Reduced · −475K sh | Q1 2026 | |
| 11 | VANGUARD FIDUCIARY TRUST CO | $15.3M | 597K | ▲New +597K sh | Q1 2026 | |
| 12 | GC Wealth Management RIA, LLC | $8.8M | 345K | ▲+38% Added · +95K sh | Q1 2026 | |
| 13 | Pathstone Holdings, LLC | $8.7M | 337K | ▲+0.3% Added · +1K sh | Q1 2026 | |
| 14 | PEAK6 LLC | $6.2M | 242K | ▲+176% Added · +154K sh | Q1 2026 | |
| 15 | Trexquant Investment LP | $5.8M | 226K | ▲New +226K sh | Q1 2026 | |
| 16 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | $5.5M | 215K | ▼−38% Reduced · −133K sh | Q1 2026 | |
| 17 | Connor, Clark & Lunn Investment Management Ltd. | $4.6M | 181K | ▼−79% Reduced · −670K sh | Q1 2026 | |
| 18 | BANK OF NOVA SCOTIA | $3.9M | 150K | ▲+6.3% Added · +9K sh | Q1 2026 | |
| 19 | Holocene Advisors, LP | $3.5M | 135K | ▲15× Added · +126K sh | Q1 2026 | |
| 20 | Marex Group plc | $3.0M | 116K | ▼−90% Reduced · −1.1M sh | Q1 2026 | |
| 21 | Banco Santander, S.A. | $2.8M | 109K | ▲+170% Added · +69K sh | Q1 2026 | |
| 22 | Man Group plc | $2.6M | 100K | ▲+43% Added · +30K sh | Q1 2026 | |
| 23 | CREDIT AGRICOLE S A | $2.5M | 97K | ▼−16% Reduced · −19K sh | Q1 2026 | |
| 24 | Divisadero Street Capital Management, LP | $2.3M | 90K | ▼−76% Reduced · −280K sh | Q1 2026 | |
| 25 | Bank Julius Baer & Co. Ltd, Zurich | $2.2M | 84K | ▲+2.9% Added · +2K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 2, 2026 | Mirgorodskaya Natalia | See Remarks | Sell (S) | 390 | $10K |
| Feb 28, 2026 | Darling Scott | Chief Legal Officer | Grant (A) | 25K | $0 |
| Feb 28, 2026 | Darling Scott | Chief Legal Officer | Grant (A) | 74K | $0 |
| Feb 28, 2026 | Datta Sanjay | See Remarks | Grant (A) | 62K | $0 |
| Feb 28, 2026 | Gu Paul | Chief Technology Offier, Director | Grant (A) | 913K | $0 |
| Feb 28, 2026 | Datta Sanjay | See Remarks | Grant (A) | 185K | $0 |
| Feb 28, 2026 | Mirgorodskaya Natalia | See Remarks | Grant (A) | 9K | $0 |
| Feb 28, 2026 | Mirgorodskaya Natalia | See Remarks | Grant (A) | 6K | $0 |
| Feb 25, 2026 | Mirgorodskaya Natalia | See Remarks | Sell (S) | 866 | $25K |
| Feb 20, 2026 | Mirgorodskaya Natalia | See Remarks | Sell (S) | 633 | $19K |
| Feb 20, 2026 | Darling Scott | Chief Legal Officer | Sell (S) | 390 | $12K |
| Feb 20, 2026 | Darling Scott | Chief Legal Officer | Other (J) | 7K | — |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 119 funds | $78.0B |
| MICROSOFT CORPMSFT | 118 funds | $50.3B |
| META PLATFORMS INC-CLASS AMETA | 118 funds | $24.7B |
| TESLA INCTSLA | 118 funds | $14.8B |
| AMAZON.COM INCAMZN | 117 funds | $41.6B |
| BROADCOM INCAVGO | 117 funds | $27.8B |
| ALPHABET INC-CL AGOOGL | 116 funds | $35.5B |
| ELI LILLY & COLLY | 116 funds | $12.8B |
| APPLE INCAAPL | 115 funds | $58.8B |
| NETFLIX INCNFLX | 115 funds | $8.0B |
| ORACLE CORPORCL | 115 funds | $5.2B |
| APPLIED MATERIALS INCAMAT | 114 funds | $8.6B |
Ranked by how many of UPST's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for UPST. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.