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UPST
Upstart Holdings, Inc.Latest close $287 of 27 marquee funds currently hold4 CUSIPs mapped
Current holders
7
27 funds tracked
Ever held
11
Current + past
New this quarter
3
Exited this quarter
0
Marquee-fund ownership over time
Feb 16, 2021Feb 13, 2023May 15, 2025May 15, 2026
Now
13
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Coatue Management re-entered | Q3 2022 | 16Q | $33 | $28 | -16% |
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $36 | $28 | -23% |
| Two Sigma Investments re-entered | Q3 2024(8Q snapshot) | 7Q | $36 | $28 | -23% |
| D.E. Shaw re-entered | Q3 2024(8Q snapshot) | 7Q | $36 | $28 | -23% |
| Millennium Management re-entered | Q3 2024(8Q snapshot) | 7Q | $36 | $28 | -23% |
| AQR Capital Management | Q4 2024(8Q snapshot) | 6Q | $67 | $28 | -59% |
| Point72 Asset Management re-entered | Q2 2025(8Q snapshot) | 4Q | $47 | $28 | -41% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Bridgewater Associates 3× in & out | Q4 2025 | Q1 2026 | → $31 | -18% |
| Renaissance Technologies | Q4 2024 | Q3 2025 | → $67 | -1% |
| Viking Global Investors | Q4 2022 | Q1 2023 | → $17 | -18% |
| Third Point | Q1 2021 | Q2 2022 | → $38 | -59% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Upstart Holdings, Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
Filings · last 30d
17
Filings · last 90d
18
Total on file
460
Recent SEC buffer
Most recent
Jun 2, 2026
30d / 90d windows measured from Jun 2, 2026 — the most recent Form 4 on file — not from today.
- Form 40001440624-26-000005Jun 2, 2026
- Form 40001481735-26-000006Jun 2, 2026
- Form 40001829575-26-000004Jun 2, 2026
- Form 40002051703-26-000006Jun 2, 2026
- Form 40001817263-26-000004Jun 2, 2026
- Form 40001833761-26-000006Jun 2, 2026
- Form 40001833851-26-000014May 27, 2026
- Form 40001558259-26-000014May 22, 2026
- Form 40001832808-26-000010May 22, 2026
- Form 40001833851-26-000012May 22, 2026
- Form 40001833851-26-000010May 18, 2026
- Form 40002124464-26-000007May 18, 2026
- Form 40001558259-26-000012May 18, 2026
- Form 40001832808-26-000008May 18, 2026
- Form 40001832812-26-000006May 14, 2026
Showing 15 of 460 recent Form 4 filings. Browse all on EDGAR ↗
Fundamentals
XBRL · Upstart Holdings, Inc.Annual figures sourced directly from Upstart Holdings, Inc.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Revenue
$1.04B
FY2025+64% YoY
Net income
$53.6M
FY2025+142% YoY
EPS (diluted)
$0.4500
FY2025+131% YoY
Free cash flow(?)
-$148.07M
FY2025-180% YoY
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Upstart Holdings, Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 28, 2026
- 8-KMaterial eventMay 19, 2026
- 10-QQuarterly reportMay 5, 2026
- 8-KMaterial eventMay 5, 2026
- DEF 14AProxy statementApr 16, 2026
- 8-KMaterial eventMar 10, 2026
- 8-KMaterial eventFeb 19, 2026
- 10-KAnnual reportFeb 10, 2026
- 8-KMaterial eventFeb 10, 2026
- 8-KMaterial eventFeb 10, 2026
- 10-QQuarterly reportNov 4, 2025
- 8-KMaterial eventNov 4, 2025
- 8-KMaterial eventAug 14, 2025
- 10-Q/AQuarterly report (amended)Aug 6, 2025
- 8-K/AMaterial event (amended)Aug 6, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Citadel Advisors | Q2 2026 | open | $0.00 | — | +0% |
| Two Sigma Investments | Q2 2026 | open | $30 | $28 | -5% |
| Coatue Management | Q2 2026 | open | $30 | $32 | +8% |
| Two Sigma Investments | Q1 2026 | open | $0.00 | — | +0% |
| D.E. Shaw | Q1 2026 | open | $0.00 | — | +0% |
| D.E. Shaw | Q1 2026 | open | $0.00 | — | +0% |
| Millennium Management | Q1 2026 | open | $0.00 | — | +0% |
| Point72 Asset Management | Q1 2026 | open | $32 | $28 | -13% |
| Bridgewater Associates | Q4 2025 | Q1 2026 | $37 | $31 | -18% |
| Millennium Management | Q2 2025 | open | $0.00 | — | +0% |
| Point72 Asset Management | Q2 2025 | Q4 2025 | $47 | $39 | -18% |
| AQR Capital Management | Q4 2024 | open | $67 | $28 | -59% |
| Renaissance Technologies | Q4 2024 | Q3 2025 | $68 | $67 | -1% |
| Citadel Advisors | Q3 2024 | open | $36 | $28 | -23% |
| Two Sigma Investments | Q3 2024 | Q1 2026 | $36 | $32 | -11% |
| D.E. Shaw | Q3 2024 | open | $36 | $28 | -23% |
| Millennium Management | Q3 2024 | open | $36 | $28 | -23% |
| Bridgewater Associates | Q1 2023 | Q2 2023 | $16 | $16 | +2% |
| Viking Global Investors | Q4 2022 | Q1 2023 | $21 | $17 | -18% |
| Coatue Management | Q3 2022 | Q1 2026 | $33 | $32 | -3% |
| Bridgewater Associates | Q2 2022 | Q4 2022 | $38 | $22 | -43% |
| Third Point | Q1 2021 | Q2 2022 | $92 | $38 | -59% |
Caveats
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.