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 |
|---|---|---|---|---|---|---|
| Nicoll Alison | General Counsel | EXERCISE | $1K–$15K | 8K | $0.43 | Feb 5, 2022 |
| Girouard Dave | CEO | SELL | $1M+ | 92K | $109.37 | Feb 4, 2022 |
| Nicoll Alison | General Counsel | SELL | $500K+ | 8K | $100.64 | Jan 28, 2022 |
| Nicoll Alison | General Counsel | EXERCISE | $1K–$15K | 8K | $0.43 | Jan 28, 2022 |
| Nicoll Alison | General Counsel | SELL | $500K+ | 8K | $108.27 | Jan 21, 2022 |
| Nicoll Alison | General Counsel | EXERCISE | $1K–$15K | 8K | $0.43 | Jan 21, 2022 |
| Nicoll Alison | General Counsel | SELL | $500K+ | 8K | $121.74 | Jan 14, 2022 |
| Nicoll Alison | General Counsel | EXERCISE | $1K–$15K | 8K | $0.43 | Jan 14, 2022 |
| Nicoll Alison | General Counsel | SELL | $500K+ | 8K | $132.75 | Jan 7, 2022 |
| Nicoll Alison | General Counsel | EXERCISE | $1K–$15K | 8K | $0.30 | Jan 7, 2022 |
| Girouard Dave | CEO | SELL | $1M+ | 92K | $148.66 | Jan 6, 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