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UPST

Upstart Holdings, Inc.

Upstart Holdings, Inc. (UPST) has a dated report snapshot, but its current priced-in claim is temporarily suppressed because the live engine record is unavailable or has changed.

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Key Takeaways

• Upstart is an AI lending marketplace, not a balance-sheet lender: it underwrites consumer loans with machine-learning models and funds them through lending partners and institutional investors, securing over $4 billion of new committed capital so far in 2026 to keep the volume flowing. [Source: Upstart Q1 2026 earnings release, May 2026] • Growth has re-accelerated hard: Q1 2026 originations of about $3.4 billion rose 61% year over year, revenue of $308 million rose 44%, and home loans grew 25

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Institutional ownership

327 institutional managers reported holding UPST in 13F filings for the quarter ended 2026-03-31. Together they hold about 58% of the company; the top 10 hold 34%. 44 opened new positions that quarter. Held by Vanguard Group, BlackRock, Morgan Stanley, among others. On the short side, 26.8M shares were sold short as of the 2026-06-15 count, about 28% of shares outstanding (5.7 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

UPST's share count grew 26.4% over the past five years even with $277.94M spent on repurchases. It pays no dividend. Cash returned over the past three years: $100.06M in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at UPST over the trailing three years: 2025: 2 buys totaling $3.92M. 12 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

UPST's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-08-10-34.5%-13.6%
2023-11-09-27.1%+57.4%
2024-02-16-25.4%-16.4%
2024-05-09-10.1%+2.8%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

UPST's latest 8-K filings: 2026-05-28 (items 5.07); 2026-05-19 (items 5.02, 9.01); 2026-05-05 (items 2.02, 9.01); 2026-03-10 (items 8.01, 9.01); 2026-02-19 (items 8.01, 9.01).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

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Last analyzed: July 3, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.