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UPST · Financials

Upstart Hldgs Inc

USA Financials Filing: 2026-06-30
23/100
Smart-money confidence1 of 3 sources positive
Bottom band — money moving out

No standout activity across the feeds we track.

What this band has actually done: stocks scoring 25–45 beat the S&P 500 over the next three months 45.3% of the time, across 39,662 cases since 2015. That is below a coin flip — and so is every other band, because the median stock loses to a cap-weighted index. How we measured this

Hedge funds
31
Congress
No data
Insiders
No data
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s.  ·  how the score works
Market cap
$2.4B
Industry
Credit Services
Sector
Financial Services
Exchange
NasdaqGS
About UPSTART HLDGS INC

Upstart Holdings, Inc., together with its subsidiaries, operates a cloud-based artificial intelligence (AI) lending platform in the United States. The company operates through three segments: Personal Lending, Auto Lending, and Other. Its platform includes unsecured personal loans, small dollar loans, auto refinance, auto retail loans, and auto secured personal loan, and home equity lines of credit. Upstart Holdings, Inc. was founded in 2012 and is headquartered in San Mateo, California.

Who's behind the signal
Every informed buyer we can see on UPST, across all three feeds.
Hedge funds · 6
Point72 (Steve Cohen) Increased +17%
Citadel Advisors Increased +51%
AQR Capital Management Increased +27%
Coatue Management Unchanged
Baillie Gifford & Co Decreased −2%
Congress · 1
Insiders
No significant Form 4 insider activity in the window.
Congressional trades · 2 on record
Disclosures from 2022-05-05 to 2022-05-16
The newest disclosure we hold for this stock is 2022-05-16. That is the end of our data, not necessarily the end of the trading — our bulk STOCK Act archive stops there and newer filings arrive through a separate live feed. Treat the absence of recent rows as “not covered”, not as “no trades”.
Trade date Member Chamber Action Amount
2022-05-16 Thomas R. Suozzi · D-NY House Sold $1,001 - $15,000
2022-05-05 Thomas R. Suozzi · D-NY House Bought $15,001 - $50,000
Not a model pick — but on our radar. UPSTART HLDGS INC isn't in the top-10 model right now, but 6 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
6
Investors
0
New positions
4
Increasing
1
Decreasing
1
Unchanged
Price History
Loading price data...
A member of Congress bought A member sold
Return: High: Low:

Markers sit on the transaction date the member disclosed, snapped to the nearest close on the chart. They are not the date the public found out — that came later, and the gap is its own page. Every marker is listed by name in the table above.

Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Portfolio Allocation
How much of each investor's portfolio is allocated to UPSTART HLDGS INC
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell UPSTART HLDGS INC or any security.

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