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 |
|---|---|---|---|---|---|---|
| Datta Sanjay | CFO | EXERCISE | $1K–$15K | 3K | $1.35 | Mar 21, 2023 |
| Datta Sanjay | CFO | GRANT | N/A | 168K | — | Mar 21, 2023 |
| Datta Sanjay | CFO | SELL | $15K–$50K | 3K | $15.14 | Mar 15, 2023 |
| Datta Sanjay | CFO | EXERCISE | $1K–$15K | 3K | $1.35 | Mar 15, 2023 |
| Datta Sanjay | CFO | EXERCISE | $1K–$15K | 3K | $1.35 | Mar 7, 2023 |
| Datta Sanjay | CFO | SELL | $50K–$100K | 3K | $19.17 | Mar 7, 2023 |
| Mirgorodskaya Natalia | Corporate Controller | SELL | $15K–$50K | 1K | $18.23 | Mar 1, 2023 |
| Datta Sanjay | CFO | EXERCISE | $1K–$15K | 3K | $1.35 | Mar 1, 2023 |
| Datta Sanjay | CFO | SELL | $50K–$100K | 3K | $18.23 | Mar 1, 2023 |
| Mirgorodskaya Natalia | Corporate Controller | SELL | $15K–$50K | 890 | $18.15 | Feb 23, 2023 |
| Girouard Dave | CEO | SELL | $50K–$100K | 4K | $18.14 | Feb 23, 2023 |
| Datta Sanjay | CFO | SELL | $100K–$500K | 14K | $18.05 | Feb 23, 2023 |
| Datta Sanjay | CFO | EXERCISE | $1K–$15K | 3K | $1.35 | Feb 23, 2023 |
| Darling Scott | Chief Legal Officer | SELL | $50K–$100K | 5K | $18.23 | Feb 23, 2023 |
| Gu Paul | Chief Technology O… | SELL | $100K–$500K | 10K | $18.14 | Feb 23, 2023 |
| Datta Sanjay | CFO | EXERCISE | $1K–$15K | 3K | $1.35 | Feb 15, 2023 |
| Datta Sanjay | CFO | SELL | $50K–$100K | 3K | $16.21 | Feb 15, 2023 |
| Datta Sanjay | CFO | SELL | $15K–$50K | 2K | $21.36 | Feb 7, 2023 |
| Datta Sanjay | CFO | EXERCISE | $1K–$15K | 2K | $1.35 | Feb 7, 2023 |
| Datta Sanjay | CFO | SELL | $50K–$100K | 3K | $18.82 | Feb 1, 2023 |
| Datta Sanjay | CFO | EXERCISE | $1K–$15K | 3K | $1.35 | Feb 1, 2023 |
| Datta Sanjay | CFO | EXERCISE | $1K–$15K | 3K | $1.35 | Jan 25, 2023 |
| Datta Sanjay | CFO | SELL | $50K–$100K | 3K | $17.48 | Jan 25, 2023 |
| Datta Sanjay | CFO | SELL | $50K–$100K | 3K | $17.02 | Jan 19, 2023 |
| Datta Sanjay | CFO | EXERCISE | $1K–$15K | 3K | $1.35 | Jan 19, 2023 |
| Datta Sanjay | CFO | SELL | $15K–$50K | 3K | $13.48 | Jan 11, 2023 |
| Datta Sanjay | CFO | EXERCISE | $1K–$15K | 3K | $1.35 | Jan 11, 2023 |
| Datta Sanjay | CFO | SELL | $15K–$50K | 3K | $13.58 | Jan 5, 2023 |
| Datta Sanjay | CFO | EXERCISE | $1K–$15K | 3K | $1.35 | Jan 5, 2023 |
| Datta Sanjay | CFO | SELL | $15K–$50K | 3K | $12.99 | Dec 28, 2022 |
| Datta Sanjay | CFO | EXERCISE | $1K–$15K | 3K | $1.35 | Dec 28, 2022 |
| Datta Sanjay | CFO | EXERCISE | $15K–$50K | 22K | $1.35 | Dec 21, 2022 |
| Datta Sanjay | CFO | SELL | $15K–$50K | 3K | $15.38 | Dec 21, 2022 |
| Datta Sanjay | CFO | SELL | $50K–$100K | 3K | $17.00 | Dec 15, 2022 |
| Datta Sanjay | CFO | EXERCISE | $1K–$15K | 3K | $1.35 | Dec 15, 2022 |
| Datta Sanjay | CFO | EXERCISE | $1K–$15K | 3K | $1.35 | Dec 7, 2022 |
| Datta Sanjay | CFO | SELL | $50K–$100K | 3K | $18.74 | Dec 7, 2022 |
| Datta Sanjay | CFO | EXERCISE | $1K–$15K | 3K | $1.35 | Nov 30, 2022 |
| Datta Sanjay | CFO | GRANT | N/A | 204K | — | Nov 30, 2022 |
| Datta Sanjay | CFO | SELL | $50K–$100K | 3K | $18.11 | Nov 30, 2022 |
| Mirgorodskaya Natalia | Corporate Controller | SELL | $1K–$15K | 424 | $18.02 | Nov 29, 2022 |
| Mirgorodskaya Natalia | Corporate Controller | SELL | $1K–$15K | 769 | $18.68 | Nov 23, 2022 |
| Datta Sanjay | CFO | EXERCISE | $1K–$15K | 3K | $1.35 | Nov 23, 2022 |
| Datta Sanjay | CFO | SELL | $50K–$100K | 3K | $18.55 | Nov 23, 2022 |
| Datta Sanjay | CFO | EXERCISE | $1K–$15K | 2K | $1.35 | Nov 16, 2022 |
| Datta Sanjay | CFO | SELL | $50K–$100K | 2K | $22.01 | Nov 16, 2022 |
| Cooper Kerry Whorton | Director | SELL | $15K–$50K | 2K | $20.92 | Nov 15, 2022 |
| Mirgorodskaya Natalia | Corporate Controller | EXERCISE | $1K–$15K | 4K | $0.43 | Sep 2, 2022 |
| Mirgorodskaya Natalia | Corporate Controller | SELL | $100K–$500K | 4K | $25.23 | Sep 2, 2022 |
| Mirgorodskaya Natalia | Corporate Controller | GRANT | N/A | 18K | — | Sep 2, 2022 |
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