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UPST Upstart Holdings Inc.

Financials, filed as UPSTART HLDGS INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

  • 1 Owner
  • Max 0.1%
  • $31M

Who owns this now

Largest portfolio weights among holders, up to 0.1% (Philippe Laffont, Coatue Management). Not free-float ownership.

  1. Philippe Laffont 0.06%

Who owns UPST

Sorted by value, long equity only, as of 2026 Q2.

History
Philippe Laffont, Coatue Management 0.06% Hold 870,947 $31M History

1 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by UPST's executives, directors and 10% owners in the last 12 months, from their Form 4s

All UPST insider trades
  • $11.6M bought by 2 insiders
  • $3.9M sold by 1 insider outside a trading plan
  • $715K sold by 4 insiders under 10b5-1 plans
  1. Paul Gu CEO
    Buy
    $1.3M 50,000 shares at $25.55 +63% to stake
    Traded Sep 10 Filed Sep 10
    ↗
  2. Sanjay Datta President, Capital& Enterprise
    Sale
    $3.2M 116,000 shares at $27.29 20% of stake
    Traded Sep 8 Filed Sep 10
    ↗
  3. Natalia Mirgorodskaya See Remarks
    Planned sale
    $27K 913 shares at $30.03 2.5% of stake
    Traded Aug 25 Filed Aug 27
    ↗
  4. Sanjay Datta President, Capital& Enterprise
    Sale
    $315K 10,000 shares at $31.46 3.2% of stake
    Traded Aug 19 Filed Aug 21
    ↗
  5. Andrea Blankmeyer CFO
    Planned sale
    $88K 3,000 shares at $29.33 1.9% of stake
    Traded Aug 19 Filed Aug 19
    ↗
  6. Sanjay Datta President, Capital& Enterprise
    Sale
    $456K 15,000 shares at $30.41 4.6% of stake
    Traded Jun 9 Filed Jun 11
    ↗
  7. Natalia Mirgorodskaya See Remarks
    Planned sale
    $28K 974 shares at $28.99 2.5% of stake
    Traded May 26 Filed May 27
    ↗
  8. Paul Gu CEO
    Buy
    $1.4M 50,000 shares at $27.50 +250% to stake
    Traded May 13 Filed May 14
    ↗
  9. Dave Girouard Director
    Buy
    $5M 170,240 shares at $29.37 +2% to stake
    Traded May 7 Filed May 8
    ↗
  10. Natalia Mirgorodskaya See Remarks
    Planned sale
    $10K 390 shares at $26.02 1.1% of stake
    Traded Mar 2 Filed Mar 3
    ↗
  11. Natalia Mirgorodskaya See Remarks
    Planned sale
    $25K 866 shares at $28.79 3.3% of stake
    Traded Feb 25 Filed Feb 27
    ↗
  12. Scott Darling Chief Legal Officer
    Planned sale
    $12K 390 shares at $30.25 1.2% of stake
    Traded Feb 20 Filed Feb 24
    ↗
  13. Scott Darling Chief Legal Officer
    Planned sale
    $50K 1,000 shares at $50.00 5.4% of stake
    Traded Jan 5 Filed Jan 7
    ↗
  14. Kerry Whorton Cooper Director
    Planned sale
    $75K 1,500 shares at $50.00 5.9% of stake
    Traded Dec 12, 2025 Filed Dec 16, 2025
    ↗
  15. Scott Darling Chief Legal Officer
    Planned sale
    $370K 7,392 shares at $50.00 30% of stake
    Traded Dec 12, 2025 Filed Dec 16, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 25 sales to cover taxes, 13 stock grants, 8 other transactions, and 7 option exercises.

Congress

No member of Congress reported trading UPST in the last three years. 1 member listed it in 2025 annual reports.

All Congress trades

SEC filings

Recent issuer filings from EDGAR, 12 shown.

Filed Form Detail Links
8-K 1.01,2.03 Filing Doc
10-Q/A Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.07 Filing Doc
8-K 5.02,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 11 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.