Upstart Holdings, Inc. (UPST)
- Sector
- Financial Services
- Last price
- $24.14
- As of
Kresmion compiles this page from UPST's SEC filings, its 13F institutional holders and the market events Kresmion detects, each linked to its source.
Upstart Holdings, Inc. (UPST): 6 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 8-K filed 2026-10-20.
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Preview the UPST dossierActive events for UPST
- high13F: funds reduced
4 tracked funds reduced UPST this 2026Q2, institutional consensus
- high13F: funds added
4 tracked funds increased UPST this 2026Q2, institutional consensus
- high13F: funds added
5 tracked funds increased UPST this 2026Q2, institutional consensus
- high13F: large increase
Point72 Asset Management, L.P. added +103% to UPST (2026Q2)
- high13F: large increase
Point72 Asset Management, L.P. added +609% to UPST (2026Q2)
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Every event on UPST, as it fires
You are seeing 5 of 25 events recorded on UPST since 2026-06-01.
The five above landed across 3 days. The other 20 were recorded on 3 other days. 18 of the 25 are institutional flow rows, which arrive in batches on filing days.
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Largest reported share positions in UPST (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| D. E. Shaw & Co., Inc.CUSIP 91680MAD9 · 2026Q2 | $57.2M | 0.03% | , |
| CITADEL ADVISORS LLCCUSIP 91680M107 · 2026Q2 | $33.9M | 0.00% | , |
| Point72 Asset Management, L.P.CUSIP 91680M107 · 2026Q2 | $31.4M | 0.03% | , |
| COATUE MANAGEMENT LLCCUSIP 91680M107 · 2026Q2 | $30.9M | 0.06% | , |
| D. E. Shaw & Co., Inc.CUSIP 91680MAF4 · 2026Q2 | $28.2M | 0.01% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 91680M107 · 2026Q2 | $27.1M | 0.01% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 91680MAF4 · 2026Q2 | $16M | 0.01% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 91680MAB3 · 2026Q2 | $8.9M | 0.00% | , |
| TWO SIGMA INVESTMENTS, LPCUSIP 91680MAD9 · 2026Q2 | $6.3M | 0.00% | , |
| TWO SIGMA INVESTMENTS, LPCUSIP 91680M107 · 2026Q2 | $443K | 0.00% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, UPST
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
UPST against its peers
UPST's operating margin of 4.1% ranks in the 17th percentile of 14 Financial Services sub-industry peers, fiscal periods ending between 2025-09-30 and 2025-12-31.
| Metric | UPST | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 1.0B USD | 666M USD | 64 | 20 |
| Operating margin | 4.1% | 13.9% | 17 | 14 |
| Net margin | 5.1% | 11.6% | 36 | 20 |
| Return on equity | 6.7% | 13.3% | 24 | 22 |
| P / E | 53.6x | 17.5x | 85 | 16 |
Peers (23): EEFT, FLYW, PAYO, APAM, ECPG, EVTC, SII, MQ, ETOR, EZPW, FSK, BULL, DBRG, FOUR, NMIH, MIAX, HAPN, WT, AAMI, PFSI, SLM, NATL, CNS. Left out: PAGS (period gap), STNE (period gap). Fiscal periods ending between 2025-09-30 and 2025-12-31. Every figure is one full fiscal year read from one annual filing (UPST: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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