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Upstart Holdings, Inc.

UPST Financials
$28.56 $-0.29 (-1.01%)
Market Cap: $2.73 B
Gurus Holding
4
Popularity Rank
#2590
% of Shares Held
0.93%
Net Activity (Q1 2026)
+$11.2 M

Guru Ownership Trend

Guru Analysis for Upstart Holdings, Inc. (UPST)

Upstart Holdings, Inc. (UPST), a key player in the Financials sector, continues to attract institutional attention.

As of Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $25.49 M.

Top institutional holders include Steven Cohen and Cliff Asness.

Institutional sentiment is currently Bullish. This is evidenced by a $11.2 M net inflow during the quarter.

Recent activity highlights Jefferies Group who increased their stake by 118.6%.

Key Holders

Top 5 by Value

$19.39 M
$2.22 M
$927,068
$346,455

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$11.42 M
Total Buy Value
New Buys 1
Additions 3
-$223,198
Total Sell Value
Reductions 0
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
1
Net Buyers
4

FAQs for Upstart Holdings, Inc. (UPST)

Major holders include Steven Cohen ($19.39 M), Cliff Asness ($2.22 M), Jefferies Group ($927,068). According to the latest reported data, 4 tracked investment managers collectively hold approximately 892,379 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $11.2 M, with 4 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 0 managers trimmed their positions, while 1 fully exited UPST. The total reported sell value was $223,198.

Yes, 1 managers opened new positions in UPST, and 3 increased their existing holdings. The total reported buy value was $11.42 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.02% Add 104.2% 756,060 $19.39 M Q1 2026
0.00% Add 43.7% 86,669 $2.22 M Q1 2026
0.01% Add 118.6% 36,143 $927,068 Q1 2026
0.00% New Buy 13,507 $346,455 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form