267 tracked 13F filers disclose a position in UPST as of the latest SEC 13F filings, a combined $1.5B in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $189.9M | 7.4M | ▲+4.4% Added · +314K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $102.0M | 4.0M | ▼−5.5% Reduced · −232K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $96.2M | 3.8M | →First observed position No prior filed position | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $96.0M | 3.7M | →First observed position No prior filed position | Q1 2026 | |
| 5 | MARSHALL WACE, LLP | $84.1M | 3.3M | ▲+495% Added · +2.7M sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $54.5M | 2.1M | ▲+2.7% Added · +56K sh | Q1 2026 | |
| 7 | STATE STREET CORP | $52.7M | 2.1M | ▲+2.6% Added · +52K sh | Q1 2026 | |
| 8 | GOLDMAN SACHS GROUP INC | $40.0M | 1.6M | ▼−5.6% Reduced · −93K sh | Q1 2026 | |
| 9 | Clear Street Group Inc. | $39.9M | 1.6M | ▼−25% Reduced · −507K sh | Q1 2026 | |
| 10 | Halter Ferguson Financial Inc. | $37.6M | 1.5M | ▲+253% Added · +1.1M sh | Q1 2026 | |
| 11 | BARCLAYS PLC | $32.6M | 1.3M | ▲+47% Added · +408K sh | Q1 2026 | |
| 12 | NORGES BANK | $49.9M | 1.1M | ▲+8.9% Added · +94K sh | Q4 2025 | |
| 13 | BAILLIE GIFFORD & CO | $28.4M | 1.1M | ▲+46% Added · +349K sh | Q1 2026 | |
| 14 | DIMENSIONAL FUND ADVISORS LP | $26.2M | 1.0M | ▲+267% Added · +744K sh | Q1 2026 | |
| 15 | UBS Group AG | $22.6M | 882K | ▲+37% Added · +240K sh | Q1 2026 | |
| 16 | COATUE MANAGEMENT LLC | $22.3M | 871K | ▲New +871K sh | Q1 2026 | |
| 17 | BALYASNY ASSET MANAGEMENT L.P. | $22.3M | 869K | ▲44× Added · +850K sh | Q1 2026 | |
| 18 | CAPITAL FUND MANAGEMENT S.A. | $21.7M | 847K | ▲+26% Added · +175K sh | Q1 2026 | |
| 19 | CITIGROUP INC | $20.7M | 806K | ▲+43% Added · +243K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $19.5M | 759K | ▲+2.0% Added · +15K sh | Q1 2026 | |
| 21 | Point72 Asset Management, L.P. | $19.4M | 756K | ▲+104% Added · +386K sh | Q1 2026 | |
| 22 | JANE STREET GROUP, LLC | $19.0M | 741K | ▲+293% Added · +552K sh | Q1 2026 | |
| 23 | MILLENNIUM MANAGEMENT LLC | $17.1M | 668K | ▲+205% Added · +449K sh | Q1 2026 | |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $16.8M | 656K | ▼−12% Reduced · −90K sh | Q1 2026 | |
| 25 | CITADEL ADVISORS LLC | $16.2M | 631K | ▼−43% Reduced · −475K 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.
Last quarter, 6 funds opened a new position in UPST and 23 added to an existing one, while 15 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 9, 2026 | Datta Sanjay | President, Capital& Enterprise | Sell (S) | 15K | $456K |
| May 26, 2026 | Mirgorodskaya Natalia | See Remarks | Sell (S) | 974 | $28K |
| May 20, 2026 | Datta Sanjay | President, Capital& Enterprise | Sell (S) | 8K | $230K |
| May 20, 2026 | Darling Scott | Chief Legal Officer | Sell (S) | 7K | $191K |
| May 20, 2026 | Mirgorodskaya Natalia | See Remarks | Sell (S) | 526 | $15K |
| May 15, 2026 | Datta Sanjay | President, Capital& Enterprise | Sell (S) | 1K | $30K |
| May 15, 2026 | Datta Sanjay | President, Capital& Enterprise | Sell (S) | 806 | $23K |
| May 15, 2026 | Darling Scott | Chief Legal Officer | Sell (S) | 441 | $13K |
| May 15, 2026 | Darling Scott | Chief Legal Officer | Sell (S) | 286 | $8K |
| May 15, 2026 | Blankmeyer Andrea | Chief Financial Officer | Sell (S) | 101 | $3K |
| May 15, 2026 | Blankmeyer Andrea | Chief Financial Officer | Sell (S) | 4K | $126K |
| May 15, 2026 | Blankmeyer Andrea | Chief Financial Officer | Sell (S) | 3K | $80K |
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/UPST/capital-change-brief"
Use Arkolith's capital_change_brief for UPST. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
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.