Upstart Holdings, Inc. UPST
Institutional shares held
58.1 Million
10.4M
calls
10.5M
puts
Total value of holdings
$3.68B
$659M
calls
$668M
puts
Market Cap
$5.16B
81,348,000
Shares Out.
Institutional ownership
71.43%
# of Institutions
475
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$508 Million0.01% of portfolio
-
Black Rock Inc. New York, NY5.66MShares$359 Million0.0% of portfolio
-
State Street Corp Boston, MA2.01MShares$127 Million0.0% of portfolio
-
Geode Capital Management, LLC Boston, MA1.94MShares$123 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY1.83MShares$116 Million0.01% of portfolio
-
Fred Alger Management, LLC New York, NY1.76MShares$112 Million0.49% of portfolio
-
Morgan Stanley New York, NY1.59MShares$101 Million0.01% of portfolio
-
Two Sigma Investments, LP New York, NY1.5MShares$95.1 Million0.16% of portfolio
-
David A. Siegel Two Sigma Advisers, LP | New York, Ny1.47MShares$93.5 Million0.16% of portfolio
-
Jim Simons Renaissance Technologies LLC | New York, Ny1.44MShares$91.4 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 |
|---|---|---|---|---|---|
|
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
|
|
Jun 03
2025
|
Scott Darling Chief Legal Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
1,000
+0.69%
|
$13,000
$13.22 P/Share
|
|
Jun 02
2025
|
Kerry Whorton Cooper Director |
SELL
Open market or private sale
|
Indirect |
500
-1.89%
|
$23,000
$46.92 P/Share
|
|
May 27
2025
|
Ciaran O'Kelly Director |
BUY
Grant, award, or other acquisition
|
Direct |
4,314
+11.93%
|
-
|
|
May 27
2025
|
Hilliard C. Terry Iii Director |
BUY
Grant, award, or other acquisition
|
Direct |
4,314
+12.23%
|
-
|
|
May 27
2025
|
Peter J Bernard Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,099
+21.21%
|
-
|
|
May 27
2025
|
Kerry Whorton Cooper Director |
BUY
Grant, award, or other acquisition
|
Direct |
4,314
+50.0%
|
-
|
|
May 27
2025
|
Jeff Huber Director |
BUY
Grant, award, or other acquisition
|
Direct |
4,314
+12.69%
|
-
|
|
May 27
2025
|
Mary Hentges Director |
BUY
Grant, award, or other acquisition
|
Direct |
4,314
+12.33%
|
-
|
|
May 23
2025
|
Natalia Mirgorodskaya Officer |
SELL
Open market or private sale
|
Direct |
1,340
-5.16%
|
$58,960
$44.19 P/Share
|
|
May 20
2025
|
Scott Darling Chief Legal Officer |
SELL
Open market or private sale
|
Direct |
6,732
-4.48%
|
$309,672
$46.98 P/Share
|
|
May 20
2025
|
Sanjay Datta Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
13,512
-4.16%
|
$621,552
$46.97 P/Share
|
|
May 20
2025
|
Natalia Mirgorodskaya Officer |
SELL
Open market or private sale
|
Direct |
764
-2.86%
|
$35,144
$46.96 P/Share
|
Last 12 Months Summary
Buy / Acquisition
1.37M
Shares
From
15
Insiders
| Grant, award, or other acquisition | 109K shares |
|---|---|
| Exercise of conversion of derivative security | 1.26M shares |
Sell / Disposition
1.26M
Shares
From
7
Insiders
| Open market or private sale | 1.26M shares |
|---|