13FBOX
UPSTART HLDGS INC · 13F Institutional Holdings
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UPSTART HLDGS INC

UPST
Institutions
18
Combined AUM (Q2 2026)
$54.0M
Combined Shares (Q2 2026)
54.6M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+5.4M
4 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-4.2M
3 · 1 Exit · ≈
⚖️ Net
+1.2M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$54.0M
Institutions
18
New Buys
1
Adds
3
Reduces
2
Exits
1
Unchanged
12
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
PIPER SANDLER & CO.
6.72%8.54%#1$9.1M9.2M$8.7M9.0M+250,000+2.79%Add
MILLENNIUM MANAGEMENT LLC
<0.01%<0.01%#8$8.9M9.0M$8.8M9.0M00.00%Unchanged
OAKTREE CAPITAL MANAGEMENT LP
0.11%0.07%#3$8.3M8.3M$4.8M4.9M+3.4M+70.71%Add
WHITEBOX ADVISORS LLC
0.1%0.09%#4$7.5M7.6M$7.5M7.6M00.00%Unchanged
PALISADE CAPITAL MANAGEMENT, LP
0.25%0.19%#2$5.8M5.9M$5.7M5.9M00.00%Unchanged
Russell Investments Group, Ltd.
<0.01%<0.01%#9$3.8M3.8M$2.2M2.2M+1.6M+73.87%Add
TORONTO DOMINION BANK
<0.01%0.01%#7$3.5M3.6M$6.4M6.6M-3.0M-45.45%Reduce
DeepCurrents Investment Group LLC
0.07%0.07%#5$2.0M2.0M$2.0M2.0M00.00%Unchanged
JPMORGAN CHASE & CO
<0.01%<0.01%#16$2.0M2.0M$2.0M2.0M00.00%Unchanged
Universal- Beteiligungs- und Servicegesellschaft mbH
<0.01%<0.01%#11$993,4541.0M$980,1791.0M00.00%Unchanged
ROYAL BANK OF CANADA
<0.01%<0.01%#15$961,000970,000$1.8M1.9M-900,000-48.13%Reduce
JANE STREET GROUP, LLC
<0.01%<0.01%#18$495,991500,000$488,242500,00000.00%Unchanged
CSS LLC/IL
0.01%0.02%#6$347,424350,000$343,519350,00000.00%Unchanged
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
<0.01%<0.01%#14$247,650250,000$239,700250,00000.00%Unchanged
Advisory Services Network, LLC
<0.01%#13$45,56846,000$00+46,000New Buy
Equitable Holdings, Inc.
<0.01%<0.01%#17$12,86913,000$12,55113,00000.00%Unchanged
K2 PRINCIPAL FUND, L.P.
<0.01%<0.01%#12$9,90710,000$9,79910,00000.00%Unchanged
Alken Asset Management Ltd
<0.01%<0.01%#10$347350$33635000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow