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UPSTART HLDGS (UPST)
NASDAQ
$30.43+$0.13 (+0.41%)
Price as of Aug 21, 2026 7:59 PM EDT- $2.9BMarket Cap
- -55.99%1-Year Change
- Credit ServicesIndustry
UPSTART HLDGS (UPST)
$30.43+$0.13 (+0.41%)
Top Holders
Institutional
Mutual Funds
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
VANGUARD GROUP INC | 8.44% | 8.1M | -167,065 (-2.07%) | Dec 31, 2025 |
BLACKROCK, INC. | 8.23% | 7.9M | +475,638 (+6.04%) | Jun 30, 2026 |
BLACKROCK FUNDING, INC. /DE | 6.59% | 6.3M | +524,896 (+8.32%) | Dec 31, 2024 |
BLACKROCK INC. | 5.92% | 5.7M | +319,337 (+5.64%) | Jun 30, 2024 |
JERICHO CAPITAL ASSET MANAGEMENT L.P. | 5.24% | 5.0M | +531,000 (+10.59%) | Dec 31, 2025 |
THIRD POINT LLC | 4.18% | 4.0M | -8.4M (-210.00%) | Dec 31, 2021 |
VANGUARD PORTFOLIO MANAGEMENT LLC | 3.91% | 3.7M | -3,783 (-0.10%) | Jun 30, 2026 |
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
DoubleLine Funds Trust | 18.19% | 17.4M | 0 (0.00%) | Mar 31, 2026 |
JANUS INVESTMENT FUND | 15.15% | 14.5M | 0 (0.00%) | Mar 31, 2026 |
Virtus Strategy Trust | 14.72% | 14.1M | 0 (0.00%) | Sep 30, 2025 |
Virtus Investment Trust | 12.88% | 12.3M | 0 (0.00%) | Mar 31, 2026 |
SPDR SERIES TRUST | 11.34% | 10.9M | 0 (0.00%) | Apr 30, 2026 |
Angel Oak Funds Trust | 10.89% | 10.4M | 0 (0.00%) | Apr 30, 2026 |
CALAMOS INVESTMENT TRUST/IL | 10.45% | 10.0M | 0 (0.00%) | Apr 30, 2026 |
Current Ownership Distribution
- Mutual Funds2.0B (67.34%)
- Institutions942.1M (32.03%)
- Insiders18.5M (0.63%)
- Other0 (0.00%)
Insider Transactions
- 0.63% (18.5M)Current InsiderOwnership (%, shares)
- 1Number of InsiderBuying (last 12 months)
- $0.00Amount of InsiderBuying (last 12 months)
- 7Number of InsiderSelling (last 12 months)
- $287.2MAmount of InsiderSelling (last 12 months)
Insider Name & Title | Type | Date
| Transaction Value | Shares | Share Price | Shares After Transactions |
|---|---|---|---|---|---|---|
Datta Sanjay President, Capital& Enterprise | Sell | Aug 20, 2026 | $251,298.15 | 8,945 | $28.09 | 292,578 |
Mirgorodskaya Natalia See Remarks | Sell | Aug 20, 2026 | $16,460.68 | 586 | $28.09 | 36,788 |
Darling Scott Chief Legal Officer | Sell | Aug 20, 2026 | $216,216.04 | 7,696 | $28.09 | 73,306 |
Blankmeyer Andrea Chief Financial Officer | Sell | Aug 19, 2026 | $87,990.00 | 3,000 | $29.33 | 152,208 |
Datta Sanjay President, Capital& Enterprise | Sell | Aug 19, 2026 | $314,633.00 | 10,000 | $31.46 | 301,523 |
Blankmeyer Andrea Chief Financial Officer | Sell | Aug 17, 2026 | $210,645.80 | 7,175 | $29.36 | 155,208 |
Datta Sanjay President, Capital& Enterprise | Sell | Jun 09, 2026 | $456,115.50 | 15,000 | $30.41 | 313,556 |
Blankmeyer Andrea Chief Financial Officer | Award | Mar 31, 2026 | $0.00 | 148,006 | $0.00 | 148,006 |
Blankmeyer Andrea Chief Financial Officer | Award | Mar 31, 2026 | $0.00 | 169,427 | $0.00 | 169,427 |
Mirgorodskaya Natalia See Remarks | Sell | Feb 25, 2026 | $24,932.14 | 866 | $28.79 | 25,289 |
Datta Sanjay Chief Financial Officer | Sell | Feb 20, 2026 | $238,375.25 | 7,982 | $29.86 | 276,688 |
Mirgorodskaya Natalia See Remarks | Sell | Feb 20, 2026 | $18,924.86 | 633 | $29.90 | 26,155 |
Darling Scott Chief Legal Officer | Sell | Feb 20, 2026 | $193,394.21 | 6,478 | $29.85 | 86,120 |
Darling Scott Chief Legal Officer | Other | Feb 20, 2026 | $0.00 | 6,638 | $0.00 | 79,482 |
Darling Scott Chief Legal Officer | Other | Feb 20, 2026 | $0.00 | 6,638 | $0.00 | 32,027 |
Darling Scott Chief Legal Officer | Sell | Feb 20, 2026 | $11,797.50 | 390 | $30.25 | 31,637 |
Cooper Kerry Whorton | Award | Jan 12, 2026 | $0.00 | 1,459 | $0.00 | 25,393 |
Bernard Peter J | Award | Jan 12, 2026 | $0.00 | 834 | $0.00 | 4,916 |
O'Kelly Ciaran | Award | Jan 12, 2026 | $0.00 | 1,168 | $0.00 | 33,008 |
Darling Scott Chief Legal Officer | Exempt | Jan 05, 2026 | $0.00 | 1,000 | $0.00 | 194,527 |
Darling Scott Chief Legal Officer | Exempt | Jan 05, 2026 | $13,220.00 | 1,000 | $13.22 | 93,598 |
Darling Scott Chief Legal Officer | Other | Jan 05, 2026 | $0.00 | 1,000 | $0.00 | 92,598 |
Darling Scott Chief Legal Officer | Other | Jan 05, 2026 | $0.00 | 1,000 | $0.00 | 18,435 |
Darling Scott Chief Legal Officer | Sell | Jan 05, 2026 | $50,000.00 | 1,000 | $50.00 | 17,435 |
Cooper Kerry Whorton | Sell | Dec 12, 2025 | $75,000.00 | 1,500 | $50.00 | 23,934 |
Darling Scott Chief Legal Officer | Exempt | Dec 12, 2025 | $0.00 | 2,000 | $0.00 | 195,527 |
Darling Scott Chief Legal Officer | Exempt | Dec 12, 2025 | $26,440.00 | 2,000 | $13.22 | 94,598 |
Darling Scott Chief Legal Officer | Other | Dec 12, 2025 | $0.00 | 2,000 | $0.00 | 92,598 |
Darling Scott Chief Legal Officer | Other | Dec 12, 2025 | $0.00 | 2,000 | $0.00 | 24,827 |
Darling Scott Chief Legal Officer | Sell | Dec 12, 2025 | $369,600.00 | 7,392 | $50.00 | 17,435 |