Upstart Holdings, Inc. UPST
Institutional shares held
57.1 Million
14.5M
calls
18.4M
puts
Total value of holdings
$2.86B
$727M
calls
$922M
puts
Market Cap
$3.89B
81,348,000
Shares Out.
Institutional ownership
70.2%
# of Institutions
479
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, PA7.79MShares$372 Million0.01% of portfolio
-
Black Rock Inc. New York, NY5.66MShares$271 Million0.0% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY3.29MShares$157 Million0.17% of portfolio
-
Morgan Stanley New York, NY2.63MShares$126 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY2.41MShares$115 Million0.02% of portfolio
-
State Street Corp Boston, MA2.03MShares$97.1 Million0.01% of portfolio
-
Two Sigma Investments, LP New York, NY1.92MShares$91.9 Million0.28% of portfolio
-
Fred Alger Management, LLC New York, NY1.92MShares$91.5 Million0.6% of portfolio
-
Geode Capital Management, LLC Boston, MA1.85MShares$88.2 Million0.01% of portfolio
-
David A. Siegel Two Sigma Advisers, LP | New York, Ny1.71MShares$81.7 Million0.25% 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 |
|---|---|---|---|---|---|
|
Mar 10
2025
|
Paul Gu Chief Technology Offier |
BUY
Exercise of conversion of derivative security
|
Direct |
18,113
+0.84%
|
$362,260
$20.49 P/Share
|
|
Mar 06
2025
|
Paul Gu Chief Technology Offier |
BUY
Exercise of conversion of derivative security
|
Direct |
18,113
+0.85%
|
$362,260
$20.49 P/Share
|
|
Mar 03
2025
|
Kerry Whorton Cooper Director |
SELL
Open market or private sale
|
Indirect |
500
-2.68%
|
$34,000
$68.09 P/Share
|
|
Mar 03
2025
|
Scott Darling Chief Legal Officer |
SELL
Open market or private sale
|
Direct |
2,000
-1.31%
|
$134,000
$67.89 P/Share
|
|
Mar 03
2025
|
Scott Darling Chief Legal Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
2,000
+1.3%
|
$26,000
$13.22 P/Share
|
|
Feb 28
2025
|
Paul Gu Chief Technology Offier |
BUY
Grant, award, or other acquisition
|
Direct |
29,331
+2.75%
|
-
|
|
Feb 28
2025
|
Scott Darling Chief Legal Officer |
BUY
Grant, award, or other acquisition
|
Direct |
14,666
+8.9%
|
-
|
|
Feb 28
2025
|
Scott Darling Chief Legal Officer |
SELL
Open market or private sale
|
Direct |
15,507
-3.52%
|
$992,448
$64.93 P/Share
|
|
Feb 28
2025
|
Scott Darling Chief Legal Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
7,564
+4.77%
|
$98,332
$13.22 P/Share
|
|
Feb 28
2025
|
Sanjay Datta Chief Financial Officer |
BUY
Grant, award, or other acquisition
|
Direct |
29,331
+8.28%
|
-
|
|
Feb 25
2025
|
Natalia Mirgorodskaya Officer |
SELL
Open market or private sale
|
Direct |
1,309
-6.21%
|
$90,321
$69.0 P/Share
|
|
Feb 20
2025
|
Paul Gu Chief Technology Offier |
SELL
Open market or private sale
|
Direct |
12,007
-0.59%
|
$948,553
$79.28 P/Share
|
|
Feb 20
2025
|
Dave Girouard Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
4,524
-3.97%
|
$357,396
$79.29 P/Share
|
|
Feb 20
2025
|
Sanjay Datta Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
16,070
-2.58%
|
$1,269,530
$79.3 P/Share
|
|
Feb 20
2025
|
Natalia Mirgorodskaya Officer |
SELL
Open market or private sale
|
Direct |
794
-1.75%
|
$62,726
$79.25 P/Share
|
|
Feb 20
2025
|
Scott Darling Chief Legal Officer |
SELL
Open market or private sale
|
Direct |
4,794
-1.62%
|
$378,726
$79.31 P/Share
|
|
Feb 19
2025
|
Peter J Bernard Director |
BUY
Grant, award, or other acquisition
|
Direct |
2,983
+50.0%
|
-
|
|
Feb 18
2025
|
Dave Girouard Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
41,667
-16.43%
|
$3,500,028
$84.66 P/Share
|
|
Feb 18
2025
|
Dave Girouard Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
41,667
+29.66%
|
$0
$0.83 P/Share
|
|
Jan 31
2025
|
Paul Gu Chief Technology Offier |
BUY
Exercise of conversion of derivative security
|
Direct |
24,066
+1.17%
|
$216,594
$9.52 P/Share
|
Last 12 Months Summary
Buy / Acquisition
1.4M
Shares
From
15
Insiders
| Exercise of conversion of derivative security | 1.27M shares |
|---|---|
| Grant, award, or other acquisition | 129K shares |
Sell / Disposition
1.34M
Shares
From
7
Insiders
| Open market or private sale | 1.34M shares |
|---|