UPST Insider Trading

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Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 16.67%

Insider Buying (Last 12 Months): $3,923,000.00

Insider Selling (Last 12 Months): $17,384,680.62

Upstart Insider Trading History Chart

Upstart Share Price & Price History

^$26.60

▼ -1.31 (-4.69%)

As of 03/24/2026 05:00 PM ET

Days: 30 | 90 | 365

Upstart Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
2/25/2026	Natalia Mirgorodskaya	Insider	Sell	866	$28.79	$24,932.14	25,289
2/20/2026	Natalia Mirgorodskaya	Insider	Sell	633	$29.90	$18,926.70	26,155
2/20/2026	Sanjay Datta	CFO	Sell	7,982	$29.86	$238,342.52	276,688
12/12/2025	Kerry Whorton Cooper	Director	Sell	1,500	$50.00	$75,000.00	23,934
11/25/2025	Natalia Mirgorodskaya	Insider	Sell	762	$38.91	$29,649.42	26,398
11/20/2025	Natalia Mirgorodskaya	Insider	Sell	821	$36.62	$30,065.02	27,160
11/20/2025	Sanjay Datta	CFO	Sell	13,624	$36.58	$498,365.92	284,280
11/11/2025	Paul Gu	CTO	Buy	100,000	$39.23	$3,923,000.00	80,000
9/15/2025	Dave Girouard	CEO	Sell	41,667	$64.93	$2,705,438.31	52,614
9/2/2025	Kerry Whorton Cooper	Director	Sell	500	$69.21	$34,605.00	25,434
9/2/2025	Natalia Mirgorodskaya	Insider	Sell	1,439	$69.21	$99,593.19	21,081
9/2/2025	Paul Gu	CTO	Sell	5,000	$68.61	$343,050.00	1,147,156
8/25/2025	Natalia Mirgorodskaya	Insider	Sell	1,024	$68.00	$69,632.00	22,520
8/22/2025	Natalia Mirgorodskaya	Insider	Sell	365	$70.00	$25,550.00	23,544
8/20/2025	Natalia Mirgorodskaya	Insider	Sell	1,079	$61.12	$65,948.48	23,544
8/20/2025	Sanjay Datta	CFO	Sell	13,473	$61.12	$823,469.76	297,904
8/15/2025	Dave Girouard	CEO	Sell	41,667	$63.27	$2,636,271.09	52,614
7/15/2025	Dave Girouard	CEO	Sell	41,667	$75.07	$3,127,941.69	52,614
7/8/2025	Natalia Mirgorodskaya	Insider	Sell	4,000	$80.07	$320,280.00	24,623
7/2/2025	Natalia Mirgorodskaya	Insider	Sell	6,533	$70.06	$457,701.98	24,623
6/20/2025	Dave Girouard	CEO	Sell	41,667	$60.05	$2,502,103.35	52,614
6/11/2025	Dave Girouard	CEO	Sell	41,667	$60.11	$2,504,603.37	52,614
6/2/2025	Kerry Whorton Cooper	Director	Sell	500	$46.92	$23,460.00	25,934
5/23/2025	Natalia Mirgorodskaya	Insider	Sell	1,340	$44.19	$59,214.60	24,623
5/20/2025	Natalia Mirgorodskaya	Insider	Sell	764	$46.96	$35,877.44	25,963
5/20/2025	Sanjay Datta	CFO	Sell	13,512	$46.97	$634,658.64	311,356
2/20/2025	Dave Girouard	CEO	Sell	4,524	$79.01	$357,441.24	52,614
2/20/2025	Natalia Mirgorodskaya	Insider	Sell	794	$79.02	$62,741.88	21,985
2/20/2025	Paul Gu	CTO	Sell	12,007	$79.02	$948,793.14	1,006,599
2/20/2025	Sanjay Datta	CFO	Sell	16,070	$79.02	$1,269,851.40	295,537
1/15/2025	Dave Girouard	CEO	Sell	41,667	$62.60	$2,608,354.20	57,138
12/5/2024	Paul Gu	CTO	Sell	4,019	$75.00	$301,425.00	863,065
12/2/2024	Kerry Whorton Cooper	Director	Sell	500	$74.59	$37,295.00	17,961
12/2/2024	Paul Gu	CTO	Sell	87,600	$69.39	$6,078,564.00	863,065
11/25/2024	Natalia Mirgorodskaya	Insider	Sell	1,411	$77.36	$109,154.96	18,596
11/25/2024	Paul Gu	CTO	Sell	58,786	$75.93	$4,463,620.98	863,065
11/21/2024	Paul Gu	CTO	Sell	21,214	$75.03	$1,591,686.42	863,065
11/20/2024	Dave Girouard	CEO	Sell	4,374	$69.79	$305,261.46	57,138
11/20/2024	Natalia Mirgorodskaya	Insider	Sell	1,511	$69.85	$105,543.35	20,007
11/20/2024	Sanjay Datta	CFO	Sell	18,619	$69.82	$1,299,978.58	310,974
11/18/2024	Sanjay Datta	CFO	Sell	1,500	$68.56	$102,840.00	329,593
11/15/2024	Dave Girouard	CEO	Sell	41,667	$65.41	$2,725,438.47	61,512
11/15/2024	Paul Gu	CTO	Sell	65,000	$66.58	$4,327,700.00	878,565
11/11/2024	Sanjay Datta	CFO	Sell	1,500	$79.54	$119,310.00	331,093
11/8/2024	Dave Girouard	CEO	Sell	41,667	$65.15	$2,714,605.05	61,512
10/28/2024	Sanjay Datta	CFO	Sell	1,500	$51.70	$77,550.00	334,093
10/21/2024	Sanjay Datta	CFO	Sell	1,500	$53.81	$80,715.00	335,593
10/14/2024	Paul Gu	CTO	Sell	20,000	$50.26	$1,005,200.00	878,565
10/14/2024	Sanjay Datta	CFO	Sell	1,500	$48.68	$73,020.00	337,093
10/14/2024	Scott Darling	Insider	Sell	84,000	$50.02	$4,201,680.00	152,043
10/11/2024	Scott Darling	Insider	Sell	20,000	$45.00	$900,000.00	161,043
10/7/2024	Sanjay Datta	CFO	Sell	1,500	$41.29	$61,935.00	338,593
10/4/2024	Paul Gu	CTO	Sell	8,800	$40.10	$352,880.00	878,565
10/4/2024	Scott Darling	Insider	Sell	1,300	$40.01	$52,013.00	161,043
10/1/2024	Paul Gu	CTO	Sell	36,200	$39.22	$1,419,764.00	878,565
10/1/2024	Scott Darling	Insider	Sell	6,200	$39.67	$245,954.00	161,043
9/23/2024	Sanjay Datta	CFO	Sell	1,500	$40.00	$60,000.00	341,593
9/16/2024	Sanjay Datta	CFO	Sell	1,500	$34.42	$51,630.00	343,093
9/9/2024	Sanjay Datta	CFO	Sell	1,500	$34.85	$52,275.00	344,593
9/6/2024	Scott Darling	Chief Legal Officer	Sell	7,190	$39.15	$281,464.77	176,870
9/3/2024	Natalia Mirgorodskaya	Insider	Sell	5,000	$41.03	$205,150.00	22,477
9/3/2024	Paul Gu	CTO	Sell	45,000	$40.86	$1,838,700.00	878,565
9/3/2024	Sanjay Datta	CFO	Sell	1,500	$41.77	$62,655.00	346,093
8/29/2024	Scott Darling	Chief Legal Officer	Sell	9,000	$45.00	$405,000.00	164,870
8/23/2024	Natalia Mirgorodskaya	Insider	Sell	2,080	$40.02	$83,241.60	22,477
8/20/2024	Dave Girouard	CEO	Sell	3,361	$38.35	$128,894.35	61,512
8/20/2024	Natalia Mirgorodskaya	Insider	Sell	1,264	$38.36	$48,487.04	24,557
8/20/2024	Paul Gu	Chief Technology Officer	Sell	16,064	$38.62	$620,365.98	878,565
8/19/2024	Paul Gu	CTO	Sell	10,000	$40.01	$400,100.00	894,629
8/19/2024	Sanjay Datta	CFO	Sell	1,500	$37.00	$55,500.00	368,398
8/19/2024	Scott Darling	Chief Legal Officer	Sell	24,000	$40.00	$960,000.00	184,060
8/5/2024	Sanjay Datta	CFO	Sell	1,000	$20.98	$20,980.00	371,398
7/29/2024	Sanjay Datta	CFO	Sell	1,000	$26.31	$26,310.00	372,398
7/22/2024	Sanjay Datta	CFO	Sell	1,000	$28.15	$28,150.00	373,398
7/15/2024	Paul Gu	CTO	Sell	10,000	$30.05	$300,500.00	894,629
7/15/2024	Sanjay Datta	CFO	Sell	1,000	$27.80	$27,800.00	374,398
7/11/2024	Paul Gu	CTO	Sell	10,000	$25.88	$258,800.00	894,629
7/8/2024	Sanjay Datta	CFO	Sell	1,000	$23.41	$23,410.00	375,398
7/1/2024	Paul Gu	CTO	Sell	5,000	$23.52	$117,600.00	894,629
7/1/2024	Sanjay Datta	CFO	Sell	1,000	$23.63	$23,630.00	376,398
6/24/2024	Sanjay Datta	CFO	Sell	1,000	$21.68	$21,680.00	377,398
6/3/2024	Paul Gu	CTO	Sell	15,000	$25.20	$378,000.00	894,629
6/3/2024	Sanjay Datta	CFO	Sell	1,000	$25.49	$25,490.00	380,398
6/3/2024	Scott Darling	Insider	Sell	3,000	$25.44	$76,320.00	196,993
5/28/2024	Sanjay Datta	CFO	Sell	1,000	$23.71	$23,710.00	381,398
5/23/2024	Natalia Mirgorodskaya	Insider	Sell	2,156	$24.27	$52,326.12	25,821
5/20/2024	Dave Girouard	CEO	Sell	2,997	$25.62	$76,783.14	64,873
5/20/2024	Natalia Mirgorodskaya	Insider	Sell	1,188	$25.61	$30,424.68	27,977
5/20/2024	Paul Gu	CTO	Sell	15,131	$25.61	$387,504.91	894,629
5/20/2024	Sanjay Datta	CFO	Sell	18,138	$25.61	$464,514.18	382,398
5/15/2024	Paul Gu	CTO	Sell	80,000	$29.52	$2,361,600.00	893,596
4/1/2024	Paul Gu	CTO	Sell	60,000	$26.31	$1,578,600.00	893,596
3/11/2024	Sanjay Datta	CFO	Sell	1,000	$27.50	$27,500.00	400,536
3/1/2024	Natalia Mirgorodskaya	Insider	Sell	2,500	$25.48	$63,700.00	29,165
2/23/2024	Natalia Mirgorodskaya	Insider	Sell	1,919	$24.30	$46,631.70	28,246
2/12/2024	Sanjay Datta	CFO	Sell	1,000	$33.84	$33,840.00	354,090
1/29/2024	Sanjay Datta	CFO	Sell	1,000	$32.62	$32,620.00	356,090
1/29/2024	Scott Darling	Insider	Sell	1,298	$35.38	$45,923.24	169,527
1/25/2024	Scott Darling	Insider	Sell	60	$35.06	$2,103.60	170,437
1/22/2024	Sanjay Datta	CFO	Sell	1,000	$33.71	$33,710.00	357,090
1/16/2024	Sanjay Datta	CFO	Sell	1,000	$31.04	$31,040.00	358,090
1/8/2024	Sanjay Datta	CFO	Sell	1,000	$34.14	$34,140.00	359,090
12/26/2023	Sanjay Datta	CFO	Sell	1,000	$44.55	$44,550.00	361,090
12/26/2023	Scott Darling	Insider	Sell	2,043	$45.18	$92,302.74	172,527
12/22/2023	Scott Darling	Insider	Sell	5,285	$45.10	$238,353.50	172,527
12/18/2023	Sanjay Datta	CFO	Sell	1,000	$43.99	$43,990.00	362,090
12/11/2023	Sanjay Datta	CFO	Sell	1,000	$37.76	$37,760.00	363,090
12/6/2023	Paul Gu	CTO	Sell	10,000	$35.04	$350,400.00	848,063
12/6/2023	Scott Darling	Insider	Sell	4,206	$36.19	$152,215.14	175,527
12/4/2023	Sanjay Datta	CFO	Sell	1,000	$31.51	$31,510.00	364,090
12/1/2023	Paul Gu	CTO	Sell	40,000	$27.19	$1,087,600.00	848,063
11/27/2023	Sanjay Datta	CFO	Sell	1,000	$23.80	$23,800.00	365,090
11/27/2023	Scott Darling	Insider	Sell	200	$25.02	$5,004.00	176,327
11/24/2023	Natalia Mirgorodskaya	Insider	Sell	2,444	$23.25	$56,823.00	30,833
11/21/2023	Dave Girouard	CEO	Sell	4,265	$24.01	$102,402.65	72,028
11/21/2023	Natalia Mirgorodskaya	Insider	Sell	1,437	$23.99	$34,473.63	33,277
11/21/2023	Paul Gu	CTO	Sell	19,513	$23.99	$468,116.87	848,063
11/6/2023	Sanjay Datta	CFO	Sell	1,000	$31.00	$31,000.00	389,764
11/2/2023	Scott Darling	Insider	Sell	480	$26.60	$12,768.00	182,588
10/30/2023	Sanjay Datta	CFO	Sell	1,000	$23.73	$23,730.00	390,764
10/24/2023	Scott Darling	Insider	Sell	520	$25.37	$13,192.40	183,068
10/23/2023	Sanjay Datta	CFO	Sell	1,000	$23.97	$23,970.00	391,764
10/16/2023	Sanjay Datta	CFO	Sell	1,000	$27.35	$27,350.00	392,764
10/10/2023	Paul Gu	CTO	Sell	5,000	$30.05	$150,250.00	867,576
10/9/2023	Sanjay Datta	CFO	Sell	1,000	$26.73	$26,730.00	393,764
10/2/2023	Paul Gu	CTO	Sell	15,000	$28.50	$427,500.00	867,576
10/2/2023	Sanjay Datta	CFO	Sell	1,000	$28.74	$28,740.00	394,764
9/25/2023	Scott Darling	Insider	Sell	1,000	$26.58	$26,580.00	183,588
9/18/2023	Sanjay Datta	CFO	Sell	1,000	$29.50	$29,500.00	396,764
9/11/2023	Sanjay Datta	CFO	Sell	1,000	$31.09	$31,090.00	397,764
9/6/2023	Paul Gu	CTO	Sell	5,000	$35.02	$175,100.00	867,576
9/6/2023	Scott Darling	Insider	Sell	200	$35.08	$7,016.00	184,588
9/5/2023	Sanjay Datta	CFO	Sell	1,000	$32.53	$32,530.00	398,764
9/1/2023	Paul Gu	CTO	Sell	20,000	$32.33	$646,600.00	867,576
8/30/2023	Natalia Mirgorodskaya	Insider	Sell	5,604	$32.16	$180,224.64	34,714
8/28/2023	Scott Darling	Insider	Sell	1,670	$29.92	$49,966.40	184,588
8/24/2023	Natalia Mirgorodskaya	Insider	Sell	1,421	$33.00	$46,893.00	37,318
8/22/2023	Dave Girouard	CEO	Sell	3,620	$32.64	$118,156.80	76,293
8/22/2023	Natalia Mirgorodskaya	Insider	Sell	732	$32.64	$23,892.48	38,739
8/22/2023	Paul Gu	CTO	Sell	18,003	$32.63	$587,437.89	867,576
8/22/2023	Sanjay Datta	CFO	Sell	20,013	$32.62	$652,824.06	399,764
7/19/2023	Natalia Mirgorodskaya	Insider	Sell	2,000	$60.00	$120,000.00	39,470
5/26/2023	Sanjay Datta	CFO	Sell	26,072	$23.99	$625,467.28	419,777
5/25/2023	Natalia Mirgorodskaya	Insider	Sell	1,514	$27.76	$42,028.64	39,470
5/23/2023	Dave Girouard	CEO	Sell	3,153	$26.93	$84,910.29	79,913
5/23/2023	Paul Gu	CTO	Sell	13,340	$26.91	$358,979.40	884,488
5/23/2023	Sanjay Datta	CFO	Sell	17,419	$26.92	$468,919.48	445,849
5/23/2023	Scott Darling	Insider	Sell	3,665	$26.93	$98,698.45	189,799
5/8/2023	Sanjay Datta	CFO	Sell	3,200	$13.25	$42,400.00	463,268
5/1/2023	Sanjay Datta	CFO	Sell	3,200	$13.84	$44,288.00	463,268
4/24/2023	Sanjay Datta	CFO	Sell	3,200	$15.00	$48,000.00	463,268
4/17/2023	Sanjay Datta	CFO	Sell	3,200	$15.18	$48,576.00	448,268
4/10/2023	Sanjay Datta	CFO	Sell	3,200	$16.69	$53,408.00	448,268
4/3/2023	Sanjay Datta	CFO	Sell	3,200	$15.75	$50,400.00	448,268
3/27/2023	Sanjay Datta	CFO	Sell	3,200	$13.24	$42,368.00	448,268

SEC Filings (Institutional Ownership Changes) for Upstart (NASDAQ:UPST)

63.01% of Upstart stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Upstart Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
3/17/2026	Rockefeller Capital Management L.P.	17,316	$0.76M	0.0%	-5.9%	0.018%
3/16/2026	Osbon Capital Management LLC	1,129	$49K	0.0%	N/A	0.001%
3/13/2026	World Investment Advisors	9,926	$0.43M	0.0%	N/A	0.010%
3/9/2026	EMC Capital Management	11,050	$0.48M	0.2%	+12.2%	0.011%
3/6/2026	Hsbc Holdings PLC	210,145	$9.21M	0.0%	-8.0%	0.214%
3/3/2026	Caitong International Asset Management Co. Ltd	2,875	$0.13M	0.0%	-85.4%	0.003%
2/23/2026	Kera Capital Partners Inc.	13,515	$0.59M	0.1%	-32.2%	0.014%
2/19/2026	Rare Wolf Capital LLC	14,075	$0.62M	0.4%	N/A	0.014%
2/18/2026	Alpine Woods Capital Investors LLC	17,189	$0.75M	0.2%	N/A	0.018%
2/18/2026	Mercer Global Advisors Inc. ADV	45,167	$1.98M	0.0%	+41.3%	0.046%
2/18/2026	Beacon Pointe Advisors LLC	8,701	$0.38M	0.0%	N/A	0.009%
2/18/2026	Coastal Bridge Advisors LLC	37,688	$1.65M	0.1%	-3.0%	0.038%
2/18/2026	Empowered Funds LLC	924	$40K	0.0%	N/A	0.001%
2/18/2026	XTX Topco Ltd	30,520	$1.34M	0.0%	+191.4%	0.031%
2/18/2026	Zacks Investment Management	36,446	$1.59M	0.0%	-11.5%	0.037%
2/18/2026	Voloridge Investment Management LLC	347,881	$15.21M	0.1%	-64.1%	0.355%
2/18/2026	SummitTX Capital L.P.	85,223	$3.73M	0.1%	+361.4%	0.087%
2/18/2026	Susquehanna Portfolio Strategies LLC	7,304	$0.32M	0.0%	-78.6%	0.007%
2/18/2026	Odyssean LLC	16,011	$0.70M	0.5%	N/A	0.016%
2/18/2026	Interval Partners LP	112,292	$4.91M	0.1%	N/A	0.115%
2/18/2026	Janus Henderson Group PLC	21,481	$0.94M	0.0%	-12.6%	0.022%
2/18/2026	Jericho Capital Asset Management L.P.	5,011,809	$219.17M	2.5%	+11.9%	5.111%
2/18/2026	Engineers Gate Manager LP	20,110	$0.88M	0.0%	-72.6%	0.021%
2/18/2026	Castle Hook Partners LP	48,545	$2.12M	0.0%	N/A	0.050%
2/18/2026	Azora Capital LP	882,231	$38.58M	2.4%	N/A	0.900%
2/18/2026	Boothbay Fund Management LLC	9,390	$0.41M	0.0%	N/A	0.010%
2/18/2026	Altshuler Shaham Ltd	27,000	$1.18M	0.0%	+179.8%	0.028%
2/17/2026	Schonfeld Strategic Advisors LLC	220,051	$9.62M	0.0%	+366.9%	0.224%
2/17/2026	PDT Partners LLC	100,041	$4.38M	0.3%	N/A	0.102%
2/17/2026	Polar Asset Management Partners Inc.	74,700	$3.27M	0.0%	-60.7%	0.076%
2/17/2026	AQR Capital Management LLC	60,309	$2.64M	0.0%	+33.3%	0.062%
2/17/2026	Cetera Investment Advisers	24,854	$1.09M	0.0%	+55.5%	0.025%
2/17/2026	Sciencast Management LP	39,950	$1.75M	0.2%	N/A	0.041%
2/17/2026	Price T Rowe Associates Inc. MD	80,379	$3.52M	0.0%	-91.9%	0.082%
2/17/2026	Private Advisor Group LLC	71,323	$3.12M	0.0%	+353.4%	0.073%
2/17/2026	Atom Investors LP	52,694	$2.30M	0.2%	N/A	0.054%
2/17/2026	Fred Alger Management LLC	1,006,130	$44M	0.2%	-10.8%	1.026%
2/17/2026	ExodusPoint Capital Management LP	25,756	$1.13M	0.0%	N/A	0.026%
2/17/2026	Graham Capital Management L.P.	9,230	$0.40M	0.0%	+38.2%	0.009%
2/16/2026	OMERS ADMINISTRATION Corp	26,841	$1.17M	0.0%	+15.7%	0.027%
2/16/2026	Vanguard Personalized Indexing Management LLC	12,339	$0.54M	0.0%	+19.1%	0.013%
2/16/2026	Verition Fund Management LLC	69,020	$3.02M	0.0%	-57.2%	0.070%
2/16/2026	MML Investors Services LLC	75,690	$3.31M	0.0%	+38.6%	0.077%
2/16/2026	Mariner LLC	25,014	$1.10M	0.0%	-8.4%	0.026%
2/16/2026	Fieldview Capital Management LLC	6,740	$0.30M	0.1%	N/A	0.007%
2/16/2026	Aigen Investment Management LP	7,485	$0.33M	0.1%	N/A	0.008%
2/13/2026	Kestra Advisory Services LLC	27,805	$1.22M	0.0%	+81.2%	0.028%
2/13/2026	Fairbanks Capital Management Inc.	12,800	$0.56M	0.3%	+18.5%	0.013%
2/13/2026	The Manufacturers Life Insurance Company	43,853	$1.92M	0.0%	-2.9%	0.045%
2/13/2026	Inspire Advisors LLC	7,742	$0.34M	0.0%	+21.5%	0.008%
2/13/2026	PCM Encore LLC	6,652	$0.29M	0.1%	N/A	0.007%
2/13/2026	Morgan Stanley	4,206,615	$183.96M	0.0%	+154.6%	4.290%
2/13/2026	First Trust Advisors LP	318,547	$13.93M	0.0%	+34.3%	0.325%
2/13/2026	Charles Schwab Investment Management Inc.	745,836	$32.62M	0.0%	+0.6%	0.761%
2/13/2026	Police & Firemen s Retirement System of New Jersey	23,145	$1.01M	0.0%	-1.6%	0.024%
2/13/2026	Vontobel Holding Ltd.	21,255	$0.93M	0.0%	+93.4%	0.022%
2/13/2026	Dynamic Technology Lab Private Ltd	8,622	$0.38M	0.1%	N/A	0.009%
2/13/2026	Caitong International Asset Management Co. Ltd	1,146	$50K	0.1%	-94.2%	0.001%
2/13/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	157,432	$6.89M	0.0%	-1.9%	0.161%
2/13/2026	Wells Fargo & Company MN	210,164	$9.19M	0.0%	+7.1%	0.214%
2/13/2026	Banco Santander S.A.	40,523	$1.77M	0.0%	+189.5%	0.041%
2/12/2026	Federation des caisses Desjardins du Quebec	2,185	$96K	0.0%	-72.0%	0.002%
2/12/2026	MetLife Investment Management LLC	46,891	$2.05M	0.0%	-5.2%	0.048%
2/12/2026	Cibc World Markets Corp	5,640	$0.25M	0.0%	N/A	0.006%
2/12/2026	Commonwealth Equity Services LLC	52,379	$2.29M	0.0%	-19.8%	0.054%
2/12/2026	Dimensional Fund Advisors LP	278,590	$12.18M	0.0%	+382.3%	0.286%
2/12/2026	Ensign Peak Advisors Inc	5,150	$0.23M	0.0%	-68.7%	0.005%
2/12/2026	Marex Group plc	1,178,997	$51.56M	0.3%	-9.6%	1.212%
2/12/2026	Steward Partners Investment Advisory LLC	1,019	$45K	0.0%	-30.4%	0.001%
2/12/2026	Bank of Montreal Can	90,652	$3.96M	0.0%	-45.1%	0.093%
2/12/2026	Swiss National Bank	170,800	$7.47M	0.0%	+2.9%	0.176%
2/12/2026	Sepio Capital LP	33,405	$1.46M	0.1%	+518.0%	0.034%
2/11/2026	Empowered Funds LLC	924	$40K	0.0%	N/A	0.001%
2/11/2026	Inceptionr LLC	4,609	$0.20M	0.1%	-54.9%	0.005%
2/11/2026	Janney Montgomery Scott LLC	13,111	$0.57M	0.0%	+18.9%	0.013%
2/11/2026	Los Angeles Capital Management LLC	27,168	$1.22M	0.0%	+12.1%	0.028%
2/11/2026	Daiwa Securities Group Inc.	1,372	$60K	0.0%	+40.7%	0.001%
2/11/2026	State of Wyoming	6,227	$0.27M	0.0%	+582.0%	0.006%
2/10/2026	Intellectus Partners LLC	26,700	$1.17M	0.2%	+4.9%	0.027%
2/10/2026	Norges Bank	1,141,425	$49.92M	0.0%	N/A	1.173%
2/10/2026	Eurizon Capital SGR S.p.A.	1,072	$48K	0.0%	N/A	0.001%
2/10/2026	Intech Investment Management LLC	41,699	$1.82M	0.0%	-10.9%	0.043%
2/10/2026	Foundations Investment Advisors LLC	8,889	$0.39M	0.0%	N/A	0.009%
2/9/2026	Geode Capital Management LLC	2,068,515	$90.47M	0.0%	+1.3%	2.126%
2/9/2026	Harbour Investments Inc.	10,282	$0.45M	0.0%	-5.2%	0.011%
2/9/2026	Clearstead Advisors LLC	1,500	$66K	0.0%	+200.0%	0.002%
2/9/2026	SLT Holdings LLC	7,000	$0.31M	0.2%	N/A	0.007%
2/9/2026	Prospera Financial Services Inc	7,880	$0.35M	0.0%	-12.0%	0.008%
2/6/2026	Leonteq Securities AG	16,369	$0.72M	0.0%	N/A	0.017%
2/6/2026	Larson Financial Group LLC	11,701	$0.51M	0.0%	+132.1%	0.012%
2/6/2026	ProShare Advisors LLC	15,580	$0.68M	0.0%	+8.2%	0.016%
2/5/2026	Phoenix Financial Ltd.	8,482	$0.37M	0.0%	+9.4%	0.009%
2/5/2026	Halter Ferguson Financial Inc.	415,321	$18.16M	4.0%	+102.2%	0.427%
2/5/2026	Bank Julius Baer & Co. Ltd Zurich	81,587	$3.57M	0.0%	-7.9%	0.084%
2/5/2026	Western Wealth Management LLC	5,032	$0.22M	0.0%	N/A	0.005%
2/4/2026	Bailard Inc.	23,910	$1.05M	0.0%	-37.8%	0.025%
2/4/2026	KLCM Advisors Inc.	5,250	$0.23M	0.0%	N/A	0.005%
2/3/2026	Maxi Investments CY Ltd	193,400	$8.46M	1.5%	N/A	0.199%
2/3/2026	International Assets Investment Management LLC	20,304	$0.89M	0.0%	+57.0%	0.021%
2/3/2026	Mitsubishi UFJ Asset Management Co. Ltd.	6,450	$0.30M	0.0%	+44.9%	0.007%

Data available starting January 2016

Upstart Holdings, Inc., together with its subsidiaries, operates a cloud-based artificial intelligence (AI) lending platform in the United States. Its platform includes personal loans, automotive retail and refinance loans, home equity lines of credit, and small dollar loans that connects consumer demand for loans to its to bank and credit unions. Upstart Holdings, Inc. was founded in 2012 and is headquartered in San Mateo, California.

Today's Range

Now: $26.60

$26.39

$27.42

50 Day Range

MA: $34.18

$25.76

$48.12

52 Week Range

Now: $26.60

$24.93

$87.30

Volume

3,873,775 shs

Average Volume

5,363,881 shs

Market Capitalization

$2.61 billion

P/E Ratio

63.33

Dividend Yield

N/A

Beta

2.44

Who are the company insiders with the largest holdings of Upstart?: Upstart's top insider investors include:
Paul Gu (CTO)
Paul Gu (Chief Technology Officer)
Sanjay Datta (CFO)
Scott Darling (Insider)
Scott Darling (Chief Legal Officer)
Dave Girouard (CEO)
Natalia Mirgorodskaya (Insider)
Kerry Whorton Cooper (Director)
Learn More about top insider investors at Upstart.
Who are the major institutional investors of Upstart?: Upstart's top institutional shareholders include:
Vanguard Group Inc. — 8.30%
Jericho Capital Asset Management L.P. — 5.11%
Morgan Stanley — 4.29%
Geode Capital Management LLC — 2.13%
Marex Group plc — 1.21%
Norges Bank — 1.17%
Learn More about top institutional investors of Upstart stock.
Which major investors are selling Upstart stock?: In the last quarter, UPST stock was sold by these institutional investors:
Jane Street Group LLC
Price T Rowe Associates Inc. MD
Voloridge Investment Management LLC
Squarepoint Ops LLC
IMC Chicago LLC
Simplex Trading LLC
Summit Partners Public Asset Management LLC
Group One Trading LLC
Within the last year, company insiders that have sold Upstart company stock include:
Paul Gu (CTO)
Paul Gu (Chief Technology Officer)
Sanjay Datta (CFO)
Scott Darling (Insider)
Scott Darling (Chief Legal Officer)
Learn More investors selling Upstart stock.
Which major investors are buying Upstart stock?: In the previous quarter, UPST stock was purchased by institutional investors including:
Morgan Stanley
Norges Bank
Azora Capital LP
Baillie Gifford & Co.
Jericho Capital Asset Management L.P.
Clear Street Group Inc.
Carnegie Investment Counsel
Dimensional Fund Advisors LP