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5%+ stakes · Schedule 13D and 13G

Upstart Holdings, INC.: 5%+ holders

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Who has reported owning 5% or more of Upstart Holdings, INC., from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 10, 2026, Upstart Holdings, INC. has Schedule 13D or 13G filings on record, none whose latest reports a stake of 5% or more. 6 filings are on record since October 9, 2025 (Schedule 13G/A, July 13, 2026).

Jericho Capital Asset Management L.P. also filed stake reports on 4 other companies ↓

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Key facts

  • · Reporting person: Jericho Capital Asset Management L.P. · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-07-13
  • · Holder: The Vanguard Group · Percent: 0% · SCHEDULE 13G/A
  • · Holder: Jericho Capital Asset Management L.P. · Percent: 5.2% · SCHEDULE 13G
  • · Holder: G1 Execution Services, LLC · Percent: 4.6% · SCHEDULE 13G/A
  • · Holder: G1 Execution Services, LLC · Percent: 5.7% · SCHEDULE 13G
At 5% or more0
Filings6
Latest filing2026-07-13

Upstart Holdings, INC. has 6 Schedule 13D or 13G filings on record since 2025-10-09. No holder's latest filing reports 5% or more. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
Citadel Securities GP LLC4.7%4,500,982SCHEDULE 13G, 2025-10-092025-10-02
G1 Execution Services, LLC4.6%4,554,175SCHEDULE 13G/A, 2026-02-132025-12-31
Jericho Capital Asset Management L.P.0%0SCHEDULE 13G/A, 2026-07-132026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13

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More on Upstart Holdings, INC. and the records around it.

Upstart Holdings, INC. elsewhere on the record

Companies that share a holder

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What the Full Report on Upstart Holdings, INC. covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

  6. Who Pays Them, And Who They Are Up Against

  7. Warning Bells

  8. Sources

    8 cited sources found

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Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Jericho Capital Asset Management L.P.0000SCHEDULE 13G/A, 2026-07-13
Josh Resnick0000SCHEDULE 13G/A, 2026-07-13

The latest filing identifies Upstart Holdings, INC. by CUSIP 91680M107 and gives its principal executive office as 2950 S. Delaware Street, Suite 410, San Mateo, CA 94403 (SCHEDULE 13G/A, 2026-07-13).

Timeline

FiledHolderPercentFiling
2025-10-09Citadel Securities GP LLC4.7%SCHEDULE 13G
2025-11-13G1 Execution Services, LLC5.7%SCHEDULE 13G
2026-02-13G1 Execution Services, LLC4.6%SCHEDULE 13G/A
2026-02-17Jericho Capital Asset Management L.P.5.2%SCHEDULE 13G
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-07-13Jericho Capital Asset Management L.P.0%SCHEDULE 13G/A

Also on the record for Upstart Holdings, INC.

DateRecordFigureOur pageSource
November 9, 2026Leadership change: Natalia Mirgorodskaya departs, Chief Accounting Officer, and 1 more—Leadership changesSource
May 19, 2026Leadership change: Tim Wennes appointed, Director—Leadership changesSource

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/upstart-holdings
Last updated 2026-11-10
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Who owns 5% or more of Upstart Holdings, INC.? Stakes filed. MentionFox, 2026-11-10. https://mentionfox.com/stakes/upstart-holdings