| Investor | Value | Of portfolio | Shares | Change | Quarter |
|---|---|---|---|---|---|
| Coatue Management · Philippe Laffont | $30.9M | 0.06% | 870.95K | — | Q2 2026 |
| Oaktree Capital · Howard Marks | $8.3M | 0.11% | 8.31M | +71% | Q2 2026 |
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a UPST trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Date | Insider | Transaction | Shares | Value |
|---|---|---|---|---|
| Sep 9, 2026 | Gu PaulChief Executive Officer | Purchase at price 25.55 per share. | 50K | $1.28M |
| Sep 7, 2026 | Datta SanjayOfficer | Sale at price 27.29 per share. | 116K | $3.17M |
| Sep 7, 2026 | Datta SanjayOfficer | Conversion of Exercise of derivative security at price 1.35 per share. | 300K | $405.00K |
| Aug 24, 2026 | Mirgorodskaya NataliaOfficer | Sale at price 30.03 per share. | 913 | $27.42K |
| Aug 19, 2026 | Darling Scott LOfficer | Sale at price 28.09 per share. | 7.7K | $216.22K |
| Aug 19, 2026 | Datta SanjayOfficer | Sale at price 28.09 - 31.46 per share. | 18.9K | $565.93K |
| Aug 19, 2026 | Mirgorodskaya NataliaOfficer | Sale at price 28.09 per share. | 586 | $16.46K |
| Aug 18, 2026 | Blankmeyer AndreaChief Financial Officer | Sale at price 29.33 - 29.36 per share. | 10.2K | $298.64K |
| Aug 16, 2026 | Darling Scott LOfficer | Sale at price 29.36 per share. | 814 | $23.90K |
| Aug 16, 2026 | Datta SanjayOfficer | Sale at price 29.36 per share. | 2K | $59.68K |
| Jun 8, 2026 | Datta SanjayOfficer | Sale at price 30.41 per share. | 15K | $456.12K |
| May 28, 2026 | Wennes Timothy HDirector | Stock Award(Grant) at price 0.00 per share. | 6.5K | — |
| May 28, 2026 | Terry Hilliard C IiiDirector | Stock Award(Grant) at price 0.00 per share. | 6.5K | — |
| May 28, 2026 | O'Kelly CiaranDirector | Stock Award(Grant) at price 0.00 per share. | 6.5K | — |
| May 28, 2026 | Cooper Kerry WhortonDirector | Stock Award(Grant) at price 0.00 per share. | 6.5K | — |
| May 28, 2026 | Hentges Mary M.Director | Stock Award(Grant) at price 0.00 per share. | 6.5K | — |
| May 28, 2026 | Bernard PeterDirector | Stock Award(Grant) at price 0.00 per share. | 6.5K | — |
| May 25, 2026 | Mirgorodskaya NataliaOfficer | Sale at price 28.99 per share. | 974 | $28.24K |
| May 19, 2026 | Darling Scott LOfficer | Sale at price 28.78 per share. | 6.6K | $190.91K |
| May 19, 2026 | Datta SanjayOfficer | Sale at price 28.77 per share. | 8K | $229.74K |
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.
Buy / hold / sell counts
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -10.2 | -30.6 | -5.8 | 23.1 | 7.0 | 4.9 | -22.6 | 4.5 | -19.8 | 2.0 | −46.4% | ||
| 2025 | 5.2 | 3.0 | -31.0 | 3.8 | -1.3 | 37.1 | 26.4 | -10.3 | -30.7 | -6.5 | -5.4 | -2.7 | −29.0% |
| 2024 | -22.3 | -18.9 | 4.4 | -17.7 | 11.7 | -4.6 | 18.4 | 52.2 | -5.9 | 21.7 | 61.9 | -21.9 | +50.7% |
| 2023 | 41.3 | -0.9 | -14.2 | -12.5 | 96.0 | 31.5 | 91.8 | -53.2 | -11.3 | -15.8 | 11.4 | 52.7 | +209.1% |
| 2022 | -28.0 | 44.9 | -31.0 | -31.2 | -32.8 | -37.3 | -23.1 | 6.5 | -19.7 | 11.5 | -15.7 | -32.4 | −91.3% |
| 2021 | 52.6 | 5.5 | 96.3 | -15.4 | 36.0 | -15.7 | -3.3 | 89.7 | 38.1 | 1.8 | -36.4 | -26.2 | +271.3% |
| 2020 | — |