# UPSTART HLDGS INC (UPST)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/UPST/

- Reporting holders: 11
- Reported value: $195.5K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $99.0K | 4,307 | 0.0% | 16 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $54.0K | 2,350 | 0.0% | 12 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $25.8K | 1,124 | 0.0% | 14 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $6.9K | 300 | 0.0% | 16 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $4.7K | 204 | 0.0% | 22 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $2.3K | 100 | 0.0% | 1 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $943 | 41 | 0.0% | 1 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $782 | 34 | 0.0% | 5 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $460 | 20 | 0.0% | 11 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $414 | 18 | 0.0% | 2 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $92 | 4 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 11 | $195.5K |
| Q2 2026 | 376 | $3.1B |
| Q1 2026 | 346 | $2.0B |
| Q4 2025 | 401 | $3.8B |
| Q3 2025 | 420 | $5.2B |
| Q2 2025 | 432 | $5.4B |
| Q1 2025 | 396 | $3.9B |
| Q4 2024 | 410 | $6.1B |
| Q3 2024 | 362 | $3.2B |
| Q2 2024 | 285 | $1.5B |
| Q1 2024 | 291 | $1.9B |
| Q4 2023 | 350 | $3.5B |