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UPST Institutional Ownership

Top institutional (13F) holders of UPST and activist (13D/G) positions, sourced from SEC EDGAR.

Institutional owners
37
Institutional value
$1.86B
Top holder
BlackRock, Inc.

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Top holders

HolderFiledValue
BlackRock, Inc.holding companyAug 7, 2026$279.14M
SUSQUEHANNA INTERNATIONAL GROUP, LLPinvestment advisorAug 14, 2026$232.75M
Vanguard Portfolio Managementinvestment advisorAug 13, 2026$132.5M
Vanguard Capital Managementinvestment advisorAug 13, 2026$131.04M
CITADEL ADVISORS LLCinvestment advisorSep 1, 2026$122.43M
JANE STREET GROUP, LLCholding companyAug 14, 2026$112.53M
MORGAN STANLEYinvestment advisorAug 13, 2026$85.55M
GOLDMAN SACHS GROUP INCinvestment advisorAug 14, 2026$84.86M
GEODE CAPITAL MANAGEMENT, LLCinvestment advisorAug 12, 2026$78.97M
STATE STREET CORPORATIONinvestment advisorSep 22, 2026$75.06M
UBS Group AGinvestment advisorAug 13, 2026$56.1M
BANK OF AMERICA CORP /DE/investment advisorAug 14, 2026$53.58M
Point72 Asset Management, L.P.investment advisorAug 14, 2026$41.93M
D. E. Shaw & Co., Inc.investment advisorAug 14, 2026$40.94M
CITIGROUP INCinvestment advisorAug 3, 2026$40.24M
BAILLIE GIFFORD & COinvestment advisorAug 6, 2026$38.38M
Dimensional Fund Advisors LPinvestment advisorAug 11, 2026$37.55M
COATUE MANAGEMENT, L.L.C.investment advisorAug 14, 2026$30.86M
MILLENNIUM MANAGEMENT LLCinvestment advisorAug 14, 2026$30.49M
NORTHERN TRUST CORPinvestment advisorAug 13, 2026$27.82M
CHARLES SCHWAB INVESTMENT MANAGEMENT INCinvestment advisorAug 14, 2026$27.11M
FMR LLCinvestment advisorAug 13, 2026$25.03M
BALYASNY ASSET MANAGEMENT L.P.investment advisorAug 14, 2026$22.89M
Bank of New York Mellon Corpholding companyAug 6, 2026$9.68M
WELLS FARGO & COMPANY/MNinvestment advisorAug 14, 2026$6.39M

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Source: SEC EDGAR Schedule 13D / 13G and 13F filings.