Upstart Holdings Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

BMV:UPST * Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
20 May 24	SellMex$1,272,453	David Girouard	Individual	2,997	Mex$424.58
20 May 24	SellMex$1,860,704	Scott Darling	Individual	4,383	Mex$424.53
20 May 24	SellMex$7,698,396	Sanjay Datta	Individual	18,138	Mex$424.43
20 May 24	SellMex$504,224	Natalia Mirgorodskaya	Individual	1,188	Mex$424.43
20 Feb 24	SellMex$2,049,264	Scott Darling	Individual	4,752	Mex$431.24
20 Feb 24	SellMex$613,724	Natalia Mirgorodskaya	Individual	1,423	Mex$431.29
20 Feb 24	SellMex$4,963,502	Sanjay Datta	Individual	11,510	Mex$431.23
20 Feb 24	SellMex$1,793,801	David Girouard	Individual	4,158	Mex$431.41
20 Feb 24	SellMex$7,081,566	Paul Gu	Individual	16,423	Mex$431.20
21 Nov 23	SellMex$8,948,840	Sanjay Datta	Individual	21,674	Mex$412.88
21 Nov 23	SellMex$2,504,061	Scott Darling	Individual	6,061	Mex$413.14
21 Nov 23	SellMex$8,048,244	Paul Gu	Individual	19,513	Mex$412.46
21 Nov 23	SellMex$1,760,795	David Girouard	Individual	4,265	Mex$412.85
21 Nov 23	SellMex$592,849	Natalia Mirgorodskaya	Individual	1,437	Mex$412.56
28 Aug 23	SellMex$20,387	Scott Darling	Individual	40	Mex$509.67
22 Aug 23	SellMex$9,926,443	Paul Gu	Individual	18,003	Mex$560.27
22 Aug 23	SellMex$1,996,981	David Girouard	Individual	3,620	Mex$561.33
22 Aug 23	SellMex$11,031,918	Sanjay Datta	Individual	20,013	Mex$560.70
22 Aug 23	SellMex$2,322,334	Scott Darling	Individual	4,211	Mex$560.52
22 Aug 23	SellMex$403,806	Natalia Mirgorodskaya	Individual	732	Mex$561.30

Insider Trading Volume

Insider Buying: UPST * insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of UPST *?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	2,869	0.00326%
Individual Insiders	11,663,967	13.3%
General Public	37,052,023	42.2%
Institutions	39,159,166	44.6%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 6.3%.

Top Shareholders

Top 25 shareholders own 49.04% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.2%	David Girouard	10,727,287	Mex$4.5b	0.05%	no data
8.11%	The Vanguard Group, Inc.	7,128,975	Mex$3.0b	1.64%	no data
6.08%	BlackRock, Inc.	5,344,966	Mex$2.3b	-3.39%	no data
2.47%	Morgan Stanley, Investment Banking and Brokerage Investments	2,168,674	Mex$913.5m	5.97%	0.01%
2.31%	D. E. Shaw & Co., L.P.	2,027,470	Mex$854.0m	-39%	0.06%
2.13%	State Street Global Advisors, Inc.	1,868,180	Mex$786.9m	1.78%	no data
1.9%	Geode Capital Management, LLC	1,667,029	Mex$702.2m	3.96%	no data
1.66%	Susquehanna International Group, LLP, Asset Management Arm	1,459,041	Mex$614.6m	781%	0.04%
1.16%	Voloridge Investment Management, LLC	1,018,527	Mex$429.0m	0.41%	0.08%
0.99%	Coatue Management, L.L.C.	870,947	Mex$366.9m	27.2%	0.07%
0.92%	Mirae Asset Global Investments Co., Ltd.	805,240	Mex$339.2m	-20.9%	0.02%
0.9%	Point72 Asset Management, L.P.	786,626	Mex$331.3m	6,640%	0.04%
0.76%	Northern Trust Global Investments	664,077	Mex$279.7m	-6.71%	no data
0.75%	Goldman Sachs Group, Investment Banking and Securities Investments	660,771	Mex$278.3m	-36.7%	0.01%
0.74%	GWL Investment Management Ltd.	651,205	Mex$274.3m	1.55%	0.03%
0.72%	Paul Gu	635,897	Mex$267.8m	5.9%	no data
0.66%	Charles Schwab Investment Management, Inc.	582,602	Mex$245.4m	1.64%	no data
0.65%	Barclays PLC Private Banking & Investment Banking Investment	568,919	Mex$239.6m	59.3%	0.01%
0.63%	Jane Street Group, LLC, Asset Management Arm	553,195	Mex$233.0m	-71.1%	0.02%
0.59%	BMO Asset Management Corp.	521,459	Mex$219.6m	-62.5%	no data
0.58%	Fred Alger Management, LLC	507,526	Mex$213.8m	84.3%	0.05%
0.57%	Citadel Advisors LLC	497,512	Mex$209.6m	-2%	0.01%
0.53%	Norges Bank Investment Management	465,418	Mex$196.0m	0%	no data
0.52%	First Trust Advisors LP	458,697	Mex$193.2m	46%	0.01%
0.52%	Marshall Wace LLP	457,103	Mex$192.5m	233%	0.02%