13F institutional ownership facts
Institutions tracked
41
Reported value
$683,518,915.00
Reported shares
26,577,040
Latest filing period
Q1 2026
Top institutional holders
- Dmitry Balyasny - Balyasny Asset Management · $22,300,520 · 0.03%
- Jane Street Group · $19,002,110 · 0%
- Steve Cohen - Point72 Asset Management · $19,392,939 · 0.02%
- Ken Griffin - Citadel Advisors · $16,189,305 · 0%
- Morgan Stanley · $101,960,286 · 0.01%
- Israel Englander - Millennium Management · $17,135,842 · 0.01%
Data source and limitations
This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.
13F Hub provides research and education data only. It does not provide personalized investment advice.
$UPST
Institutional Holdings
41
Top Institutions
Top Institutions
Dmitry Balyasny - Balyasny Asset Management
869,416 shares
0.03%
% of Portfolio
Jane Street Group
740,823 shares
0.00%
% of Portfolio
Steve Cohen - Point72 Asset Management
756,060 shares
0.02%
% of Portfolio
Ken Griffin - Citadel Advisors
631,162 shares
0.00%
% of Portfolio
Morgan Stanley
3,975,059 shares
0.01%
% of Portfolio
Israel Englander - Millennium Management
668,064 shares
0.01%
% of Portfolio
Baillie Gifford
1,108,295 shares
0.03%
% of Portfolio
SG Americas Securities
183,637 shares
0.01%
% of Portfolio
David E. Shaw - D.E. Shaw & Co.
267,076 shares
NaN%
% of Portfolio
David Solomon - Goldman Sachs
1,559,486 shares
NaN%
% of Portfolio
UBS Group
881,867 shares
NaN%
% of Portfolio
BNP Paribas
216,523 shares
NaN%
% of Portfolio
Geode Capital Management
2,124,078 shares
NaN%
% of Portfolio
Larry Fink - BlackRock
7,403,079 shares
NaN%
% of Portfolio
Northern Trust Corp
758,887 shares
NaN%
% of Portfolio
Charles Schwab
656,018 shares
NaN%
% of Portfolio
State Street Corp
2,053,086 shares
NaN%
% of Portfolio
AllianceBernstein (AB)
99,991 shares
NaN%
% of Portfolio
Nuveen
188,344 shares
NaN%
% of Portfolio
Cliff Asness - AQR Capital Management
86,669 shares
NaN%
% of Portfolio
Two Sigma Investments
35,991 shares
NaN%
% of Portfolio
Voya Investment Mgmt
14,791 shares
NaN%
% of Portfolio
Invesco
107,290 shares
NaN%
% of Portfolio
Legal & General
69,694 shares
NaN%
% of Portfolio
Janus Henderson Group
24,722 shares
NaN%
% of Portfolio
Canada Pension Plan Investment Board
18,300 shares
NaN%
% of Portfolio
T. Rowe Price
97,604 shares
NaN%
% of Portfolio
Ensign Peak Advisors
5,150 shares
NaN%
% of Portfolio
Mitsubishi Ufj Asset Management Co., Ltd.
6,334 shares
NaN%
% of Portfolio
PNC Financial Services
3,885 shares
NaN%
% of Portfolio
Wellington Management
0 shares
0.00%
% of Portfolio
Neuberger Berman
0 shares
0.00%
% of Portfolio
Lazard Asset Management
0 shares
0.00%
% of Portfolio
Nomura Holdings INC
45,062 shares
0.00%
% of Portfolio
Jefferies Group
36,143 shares
0.01%
% of Portfolio
Philippe Laffont - Coatue Management
870,947 shares
0.08%
% of Portfolio
Paul Tudor Jones - Tudor Investment Corp
13,507 shares
NaN%
% of Portfolio
Joel Greenblatt - Gotham Asset Management
0 shares
0.00%
% of Portfolio
Exoduspoint Capital Management, Lp
0 shares
0.00%
% of Portfolio
Verition Fund Management LLC
0 shares
0.00%
% of Portfolio
Jamie Dimon - JPMorgan Chase
0 shares
0.00%
% of Portfolio
Institutional InsightPRO
Scale Distribution
MEGA
37%
LARGE
39%
MEDIUM
31%
SMALL
-7%
Geographic Distribution
Institutional Activity
Buyers
42
Sellers
34
Holders
76
New
11
Exited
5
Insider TradingPRO
Trading Statistics
Insider Buyers
20
Insider Sellers
34
Purchase Value
$27.1M
Role Distribution
RatingPRO
62
C+
Overall Score
Strong institutional support with positive momentum
Rating Dimensions
Recent Actions
New
7
Increased
19
Decreased
14
Exited
2
Total
30