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UPST · Financial Services

Upstart Hldgs Inc

USA Financial Services Filing: 2026-03-31
34/100
Smart-money confidence1 of 3 sources positive
Weak — few signals

No standout activity across the feeds we track.

Hedge funds
45
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
$2.9B
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 · 8
Coatue Management New position
Point72 (Steve Cohen) Increased +104%
Baillie Gifford & Co Increased +46%
AQR Capital Management Increased +44%
+2 more in the full breakdown below ↓
Congress · 0
No congressional trades on record.
Insiders
No significant Form 4 insider activity in the window.
Congressional trades · 3 on record
Disclosures from 2022-05-05 to 2026-06-09
Trade date Member Chamber Action Amount
2026-06-09 Tony Wied · R-WI House Sold $15,001 - $50,000
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 8 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
8
Investors
2
New positions
4
Increasing
2
Decreasing
0
Unchanged
Price History
Loading price data...
Return: High: Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.4×
New position
% of portfolio
0.1%
Position change
NEW
0.1% of Coatue Management's portfolio
Trust weight: 1.2×
New position
% of portfolio
0.0%
Position change
NEW
0.0% of Tudor Investment's portfolio
Trust weight: 1.1×
Increased +104%
% of portfolio
0.0%
Position change
+104%
0.0% of Point72's portfolio
Trust weight: 1.4×
Increased +46%
% of portfolio
0.0%
Position change
+46%
0.0% of Baillie Gifford & Co's portfolio
Trust weight: 1.0×
Increased +205%
% of portfolio
0.0%
Position change
+205%
0.0% of Millennium Management's portfolio
Trust weight: 1.0×
Increased +44%
% of portfolio
0.0%
Position change
+44%
0.0% of AQR Capital Management's portfolio
Trust weight: 1.0×
Decreased −2%
% of portfolio
0.0%
Position change
−2%
0.0% of D.E. Shaw & Co's portfolio
Trust weight: 1.0×
Decreased −43%
% of portfolio
0.0%
Position change
−43%
0.0% of Citadel Advisors's portfolio
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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