Upstart Holdings, Inc.
Total Trades
361
Buys
2
Sells
241
Largest Trade
N/A
Insiders
8
Institutional Funds
316
Inst. Value
$1M+
Activist Filings
12
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Gu Paul | Chief Technology O… | SELL | $100K–$500K | 5K | $30.05 | Oct 12, 2023 |
| Gu Paul | Chief Technology O… | EXERCISE | $1K–$15K | 5K | $0.43 | Oct 12, 2023 |
| Datta Sanjay | CFO | SELL | $15K–$50K | 1K | $26.73 | Oct 11, 2023 |
| Datta Sanjay | CFO | SELL | $15K–$50K | 1K | $28.74 | Oct 4, 2023 |
| Gu Paul | Chief Technology O… | SELL | $100K–$500K | 15K | $28.50 | Oct 4, 2023 |
| Gu Paul | Chief Technology O… | EXERCISE | $1K–$15K | 15K | $0.43 | Oct 4, 2023 |
| Darling Scott | Chief Legal Officer | SELL | $15K–$50K | 1K | $26.58 | Sep 27, 2023 |
| Datta Sanjay | CFO | SELL | $15K–$50K | 1K | $26.00 | Sep 27, 2023 |
| Datta Sanjay | CFO | SELL | $15K–$50K | 1K | $29.50 | Sep 20, 2023 |
| Datta Sanjay | CFO | SELL | $15K–$50K | 1K | $31.09 | Sep 14, 2023 |
| Darling Scott | Chief Legal Officer | SELL | $1K–$15K | 200 | $35.08 | Sep 7, 2023 |
| Darling Scott | Chief Legal Officer | EXERCISE | $1K–$15K | 200 | $13.22 | Sep 7, 2023 |
| Gu Paul | Chief Technology O… | SELL | $100K–$500K | 5K | $35.02 | Sep 7, 2023 |
| Gu Paul | Chief Technology O… | EXERCISE | $1K–$15K | 5K | $0.43 | Sep 7, 2023 |
| Datta Sanjay | CFO | SELL | $15K–$50K | 1K | $32.53 | Sep 6, 2023 |
| Gu Paul | Chief Technology O… | EXERCISE | $1K–$15K | 20K | $0.43 | Sep 5, 2023 |
| Gu Paul | Chief Technology O… | SELL | $500K+ | 20K | $32.33 | Sep 5, 2023 |
| Mirgorodskaya Natalia | Corporate Controller | EXERCISE | $1K–$15K | 3K | $0.43 | Sep 1, 2023 |
| Mirgorodskaya Natalia | Corporate Controller | SELL | $100K–$500K | 6K | $32.16 | Sep 1, 2023 |
| Darling Scott | Chief Legal Officer | SELL | $15K–$50K | 2K | $29.92 | Aug 31, 2023 |
| Mirgorodskaya Natalia | Corporate Controller | SELL | $50K–$100K | 2K | $32.88 | Aug 24, 2023 |
| Darling Scott | Chief Legal Officer | SELL | $100K–$500K | 4K | $32.63 | Aug 24, 2023 |
| Datta Sanjay | CFO | SELL | $500K+ | 20K | $32.62 | Aug 24, 2023 |
| Girouard Dave | CEO | SELL | $100K–$500K | 4K | $32.64 | Aug 24, 2023 |
| Gu Paul | Chief Technology O… | SELL | $500K+ | 18K | $32.63 | Aug 24, 2023 |
| Mirgorodskaya Natalia | Corporate Controller | SELL | $100K–$500K | 2K | $60.00 | Jul 21, 2023 |
| Mirgorodskaya Natalia | Corporate Controller | EXERCISE | <$1K | 2K | $0.43 | Jul 21, 2023 |
| Datta Sanjay | CFO | SELL | $500K+ | 26K | $23.99 | May 31, 2023 |
| Mirgorodskaya Natalia | Corporate Controller | SELL | $15K–$50K | 2K | $27.76 | May 30, 2023 |
| Gu Paul | Chief Technology O… | SELL | $100K–$500K | 13K | $26.91 | May 25, 2023 |
| Girouard Dave | CEO | SELL | $50K–$100K | 3K | $26.93 | May 25, 2023 |
| Datta Sanjay | CFO | SELL | $100K–$500K | 17K | $26.92 | May 25, 2023 |
| Darling Scott | Chief Legal Officer | SELL | $50K–$100K | 4K | $26.93 | May 25, 2023 |
| Mirgorodskaya Natalia | Corporate Controller | SELL | $15K–$50K | 637 | $26.94 | May 25, 2023 |
| Cooper Kerry Whorton | Director | BUY | $15K–$50K | 2K | $19.93 | May 17, 2023 |
| Datta Sanjay | CFO | SELL | $15K–$50K | 3K | $13.25 | May 10, 2023 |
| Datta Sanjay | CFO | EXERCISE | $1K–$15K | 3K | $1.35 | May 10, 2023 |
| Datta Sanjay | CFO | SELL | $15K–$50K | 3K | $13.84 | May 3, 2023 |
| Datta Sanjay | CFO | EXERCISE | $1K–$15K | 3K | $1.35 | May 3, 2023 |
| Datta Sanjay | CFO | EXERCISE | $1K–$15K | 3K | $1.35 | Apr 26, 2023 |
| Datta Sanjay | CFO | SELL | $15K–$50K | 3K | $15.00 | Apr 26, 2023 |
| Datta Sanjay | CFO | SELL | $15K–$50K | 3K | $15.18 | Apr 19, 2023 |
| Datta Sanjay | CFO | EXERCISE | $1K–$15K | 3K | $1.35 | Apr 19, 2023 |
| Datta Sanjay | CFO | SELL | $50K–$100K | 3K | $16.69 | Apr 12, 2023 |
| Datta Sanjay | CFO | EXERCISE | $1K–$15K | 3K | $1.35 | Apr 12, 2023 |
| Datta Sanjay | CFO | SELL | $50K–$100K | 3K | $15.75 | Apr 5, 2023 |
| Datta Sanjay | CFO | EXERCISE | $1K–$15K | 3K | $1.35 | Apr 5, 2023 |
| Datta Sanjay | CFO | SELL | $15K–$50K | 3K | $13.24 | Mar 29, 2023 |
| Datta Sanjay | CFO | EXERCISE | $1K–$15K | 3K | $1.35 | Mar 29, 2023 |
| Datta Sanjay | CFO | SELL | $15K–$50K | 3K | $15.16 | Mar 21, 2023 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 316 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| Jericho Capital Asset Management L.P. | 5.0M | $1M+ | SH |
| MORGAN STANLEY | 3.8M | $1M+ | SH |
| Clear Street Group Inc. | 2.1M | $1M+ | SH |
| STATE STREET CORP | 2.0M | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 1.8M | $1M+ | SH |
| NORGES BANK | 1.1M | $1M+ | SH |
| SG Americas Securities, LLC | 1.1M | $1M+ | SH |
| Connor, Clark & Lunn Investment Management Ltd. | 851K | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 746K | $1M+ | SH |
| Nishkama Capital, LLC | 487K | $1M+ | SH |
| Annex Advisory Services, LLC | 421K | $1M+ | SH |
| Halter Ferguson Financial Inc. | 415K | $1M+ | SH |
| MARSHALL WACE, LLP | 397K | $1M+ | SH |
| Point72 Asset Management, L.P. | 370K | $1M+ | SH |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 348K | $1M+ | SH |
| Pathstone Holdings, LLC | 336K | $1M+ | SH |
| FIRST TRUST ADVISORS LP | 319K | $1M+ | SH |
| Hidden Lake Asset Management LP | 317K | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 277K | $1M+ | SH |
| GC Wealth Management RIA, LLC | 249K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G/A · Feb 13, 2026
4.6%
4.6M shares
SC 13G · Nov 13, 2025
5.7%
5.5M shares
SC 13G · Oct 9, 2025
4.7%
4.5M shares
SC 13G/A · Feb 14, 2025
4.9%
4.6M shares
SC 13G · Jan 8, 2025
5.0%
4.6M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
8.3%
7.0M shares
SC 13G/A · Feb 10, 2024
14.7%
12.8M shares
SC 13G · Jan 29, 2024
6.5%
5.5M shares
SC 13G/A · Feb 11, 2023
15.0%
12.5M shares
SC 13G/A · Feb 14, 2022
0.0%
0 shares
SC 13G/A · Feb 14, 2022
0.0%
0 shares
Stone Ridge Trust V, on behalf of its series, Stone Ridge Alternative Lending Risk Premium Fund
SC 13G/A · Jan 13, 2022
0.0%
0 shares