Upstart Holdings, Inc. UPST
Institutional shares held
57.9 Million
10.4M
calls
10.5M
puts
Total value of holdings
$4.63B
$831M
calls
$843M
puts
Market Cap
$6.51B
81,348,000
Shares Out.
Institutional ownership
71.22%
# of Institutions
478
We take great care to ensure that the data presented and summarized in this overview for Upstart Holdings, Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding UPST
View all-
Vanguard Group Inc Valley Forge, PA8.01MShares$641 Million0.01% of portfolio
-
Black Rock Inc. New York, NY5.66MShares$453 Million0.0% of portfolio
-
State Street Corp Boston, MA2.01MShares$161 Million0.0% of portfolio
-
Geode Capital Management, LLC Boston, MA1.94MShares$155 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY1.83MShares$146 Million0.01% of portfolio
-
Fred Alger Management, LLC New York, NY1.76MShares$141 Million0.49% of portfolio
-
Morgan Stanley New York, NY1.59MShares$127 Million0.01% of portfolio
-
Two Sigma Investments, LP New York, NY1.5MShares$120 Million0.16% of portfolio
-
David A. Siegel Two Sigma Advisers, LP | New York, Ny1.47MShares$118 Million0.16% of portfolio
-
Jim Simons Renaissance Technologies LLC | New York, Ny1.44MShares$115 Million0.11% of portfolio
Latest Institutional Activity in UPST
Top Purchases
Top Sells
About UPST
Upstart Holdings, Inc., together with its subsidiaries, operates a cloud-based artificial intelligence (AI) lending platform in the United States. Its platform aggregates consumer demand for loans and connects it to its network of the company's AI-enabled bank partners. The company was founded in 2012 and is headquartered in San Mateo, California.
Insider Transactions at UPST
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Jul 15
2025
|
Dave Girouard Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
41,667
-24.71%
|
$3,125,025
$75.24 P/Share
|
|
Jul 15
2025
|
Dave Girouard Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
41,667
+30.65%
|
$0
$0.83 P/Share
|
|
Jul 08
2025
|
Natalia Mirgorodskaya Officer |
SELL
Open market or private sale
|
Direct |
4,000
-13.97%
|
$320,000
$80.07 P/Share
|
|
Jul 08
2025
|
Natalia Mirgorodskaya Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
4,000
+12.26%
|
$100,000
$25.9 P/Share
|
|
Jul 08
2025
|
Scott Darling Chief Legal Officer |
SELL
Open market or private sale
|
Direct |
5,000
-3.52%
|
$400,000
$80.04 P/Share
|
|
Jul 08
2025
|
Scott Darling Chief Legal Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
5,000
+3.4%
|
$65,000
$13.22 P/Share
|
|
Jul 02
2025
|
Natalia Mirgorodskaya Officer |
SELL
Open market or private sale
|
Direct |
6,533
-20.97%
|
$457,310
$70.06 P/Share
|
|
Jul 02
2025
|
Natalia Mirgorodskaya Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
6,533
+9.35%
|
$130,660
$20.57 P/Share
|
|
Jul 02
2025
|
Scott Darling Chief Legal Officer |
SELL
Open market or private sale
|
Direct |
5,000
-3.52%
|
$350,000
$70.04 P/Share
|
|
Jul 02
2025
|
Scott Darling Chief Legal Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
5,000
+3.4%
|
$65,000
$13.22 P/Share
|
|
Jul 01
2025
|
Scott Darling Chief Legal Officer |
SELL
Open market or private sale
|
Direct |
2,000
-1.44%
|
$126,000
$63.56 P/Share
|
|
Jul 01
2025
|
Scott Darling Chief Legal Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
2,000
+1.42%
|
$26,000
$13.22 P/Share
|
|
Jun 20
2025
|
Dave Girouard Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
41,667
-44.19%
|
$2,500,020
$60.05 P/Share
|
|
Jun 20
2025
|
Dave Girouard Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
41,667
+30.65%
|
$0
$0.83 P/Share
|
|
Jun 17
2025
|
Paul Gu Chief Technology Offier |
BUY
Exercise of conversion of derivative security
|
Direct |
25,000
+2.13%
|
$75,000
$3.8 P/Share
|
|
Jun 11
2025
|
Scott Darling Chief Legal Officer |
SELL
Open market or private sale
|
Direct |
3,000
-2.14%
|
$180,000
$60.0 P/Share
|
|
Jun 11
2025
|
Scott Darling Chief Legal Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
3,000
+2.1%
|
$39,000
$13.22 P/Share
|
|
Jun 11
2025
|
Dave Girouard Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
41,667
-44.19%
|
$2,500,020
$60.11 P/Share
|
|
Jun 11
2025
|
Dave Girouard Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
41,667
+30.65%
|
$0
$0.83 P/Share
|
|
Jun 03
2025
|
Scott Darling Chief Legal Officer |
SELL
Open market or private sale
|
Direct |
7,383
-2.57%
|
$369,150
$50.01 P/Share
|
Last 12 Months Summary
Buy / Acquisition
1.41M
Shares
From
15
Insiders
| Grant, award, or other acquisition | 109K shares |
|---|---|
| Exercise of conversion of derivative security | 1.3M shares |
Sell / Disposition
1.29M
Shares
From
7
Insiders
| Open market or private sale | 1.29M shares |
|---|