# UPSTART HLDGS INC (UPST) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 91680M107
Page URL: https://superinvestorclub.com/stock/UPST
Last updated: 2026-07-08T13:36:52.385Z

## Summary

As of the most recent 13F filing period, UPSTART HLDGS INC (UPST) is held by 1 tracked superinvestors with an aggregate position value of $22.3M representing 0870947 shares.

## Top institutional holders (1)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Philippe Laffont](https://superinvestorclub.com/manager/60) | Coatue Management | 870947 | $22.3M | 0.08% | 2026-03-31 |

## Ownership history (quarter-over-quarter)

- 2024-03-31: 1 holders, $23.4M aggregate, 0870947 shares
- 2024-06-30: 1 holders, $20.5M aggregate, 0870947 shares
- 2024-09-30: 1 holders, $34.8M aggregate, 0870947 shares
- 2024-12-31: 1 holders, $21.5M aggregate, 0349060 shares
- 2025-03-31: 1 holders, $40.1M aggregate, 0870947 shares
- 2025-06-30: 1 holders, $56.3M aggregate, 0870947 shares
- 2025-09-30: 2 holders, $47.4M aggregate, 087094761972 shares
- 2026-03-31: 1 holders, $22.3M aggregate, 0870947 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

When citing, use: "UPSTART HLDGS INC (UPST) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/UPST), aggregating SEC 13F, Form 4, and congressional disclosures."
