13F institutional ownership facts

Institutions tracked

37

Reported value

$69,676,780.00

Reported shares

1,966,604

Latest filing period

Q2 2026

Top institutional holders

  1. Steve Cohen - Point72 Asset Management · $31,361,183 · 0.03%
  2. Dmitry Balyasny - Balyasny Asset Management · $19,725,971 · 0.02%
  3. Ken Griffin - Citadel Advisors · $33,856,377 · 0%
  4. David Solomon - Goldman Sachs · $84,862,705 · 0.01%
  5. Israel Englander - Millennium Management · $27,098,529 · 0.01%
  6. UBS Group · $53,266,738 · 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

37

Top Institutions

Top Institutions

1

Steve Cohen - Point72 Asset Management

885,159 shares

0.03%

% of Portfolio

2

Dmitry Balyasny - Balyasny Asset Management

556,759 shares

0.02%

% of Portfolio

3

Ken Griffin - Citadel Advisors

955,585 shares

0.00%

% of Portfolio

4

David Solomon - Goldman Sachs

2,395,222 shares

0.01%

% of Portfolio

5

Israel Englander - Millennium Management

764,847 shares

0.01%

% of Portfolio

6

UBS Group

1,503,436 shares

0.01%

% of Portfolio

7

Baillie Gifford

1,083,157 shares

0.03%

% of Portfolio

8

Morgan Stanley

2,414,712 shares

NaN%

% of Portfolio

9

BNP Paribas

236,584 shares

NaN%

% of Portfolio

10

Geode Capital Management

2,228,631 shares

NaN%

% of Portfolio

11

Larry Fink - BlackRock

7,878,717 shares

NaN%

% of Portfolio

12

Charles Schwab

765,281 shares

NaN%

% of Portfolio

13

Northern Trust Corp

785,102 shares

NaN%

% of Portfolio

14

Nuveen

268,547 shares

NaN%

% of Portfolio

15

State Street Corp

2,118,467 shares

NaN%

% of Portfolio

16

Cliff Asness - AQR Capital Management

110,446 shares

NaN%

% of Portfolio

17

Jane Street Group

25,766 shares

NaN%

% of Portfolio

18

Voya Investment Mgmt

16,164 shares

NaN%

% of Portfolio

19

Legal & General

73,072 shares

NaN%

% of Portfolio

20

T. Rowe Price

118,603 shares

NaN%

% of Portfolio

21

Canada Pension Plan Investment Board

19,300 shares

NaN%

% of Portfolio

22

Two Sigma Investments

12,500 shares

NaN%

% of Portfolio

23

Invesco

114,816 shares

NaN%

% of Portfolio

24

Ensign Peak Advisors

5,400 shares

NaN%

% of Portfolio

25

Jamie Dimon - JPMorgan Chase

121,448 shares

NaN%

% of Portfolio

26

Mitsubishi Ufj Asset Management Co., Ltd.

8,343 shares

NaN%

% of Portfolio

27

Neuberger Berman

6,366 shares

NaN%

% of Portfolio

28

SG Americas Securities

5,741 shares

NaN%

% of Portfolio

29

Amundi

9,831 shares

NaN%

% of Portfolio

30

PNC Financial Services

3,245 shares

NaN%

% of Portfolio

31

David E. Shaw - D.E. Shaw & Co.

0 shares

0.00%

% of Portfolio

32

Exoduspoint Capital Management, Lp

75,579 shares

0.02%

% of Portfolio

33

Jefferies Group

73,206 shares

0.02%

% of Portfolio

34

Philippe Laffont - Coatue Management

870,947 shares

0.06%

% of Portfolio

35

Nomura Holdings INC

25,536 shares

NaN%

% of Portfolio

36

Manning & Napier

16 shares

NaN%

% of Portfolio

37

Paul Tudor Jones - Tudor Investment Corp

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

37%

LARGE

39%

MEDIUM

31%

SMALL

-7%

Geographic Distribution

North America
67%
Europe
24%
Asia Pacific
8%
Other
5%

Institutional Activity

Buyers

42

Sellers

34

Holders

76

New

11

Exited

5

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Insider TradingPRO

Trading Statistics

Insider Buyers

20

Insider Sellers

34

Purchase Value

$27.1M

Role Distribution

CEO
22%
CFO
15%
Director
30%
VP
12%
Other
5%
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RatingPRO

62

C+

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
92
Recent Activity
84
Concentration
61
Momentum
83
Stability
68

Recent Actions

New

7

Increased

19

Decreased

14

Exited

2

Total

30

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