Follow-The-Filings

Security · featured owners

UPST Upstart Hldgs Inc.

Financials COM Equity as of 2026 Q2 among managers we track

  • 1 Owner
  • Max 0.1%
  • $31M

UPST (Upstart Hldgs Inc.) is held in 1 featured 13F book as of 2026 Q2. Philippe Laffont - Coatue Management is the largest tracked holder by portfolio weight (0.06%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 0.1% (Philippe Laffont - Coatue Management) · not free-float ownership

  1. Philippe Laffont 0.06%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Philippe Laffont - Coatue Management 2026 Q2 0.06% Hold 870,947 $31M history

SEC filings

Recent issuer filings from EDGAR · 9 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q/A
8-K 2.02,9.01
10-Q
8-K 5.07
8-K 5.02,9.01
8-K 2.02,9.01
10-Q
DEFA14A
8-K 8.01,9.01

Insider forms

Form 3 / 4 / 5 from EDGAR · 12 rows shown

Filed Form Detail Links
4 Period Sep 8, 2026
4 Period Sep 10, 2026
4 Period Aug 25, 2026
4 Period Aug 20, 2026 · 2 forms
4 Period Aug 19, 2026
4 Period Aug 17, 2026 · 3 forms
4 Period Jun 9, 2026
4 Period May 29, 2026 · 6 forms
4 Period May 26, 2026
4 Period May 20, 2026 · 3 forms
4 Period May 15, 2026 · 4 forms
4 Period May 13, 2026

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Net income -$240.13M -$128.58M $53.6M

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $2.02B $2.37B $2.97B
Total equity $635.3M $633.22M $798.82M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$160.49M $186.33M -$147.72M
Cash from investing -$118.46M -$237.73M -$177.17M
Cash from financing $214.27M $559.87M $405.64M
Net change in cash -$64.68M $508.48M $80.75M

ownership over time

filing count by report period · click a bar for that quarter’s holders