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$UPST:NASDAQ · UPSTART HOLDINGS INC

Upstart — AI consumer lending platform

Sector: financefintech

Conviction from: NASDAQ

2 tracked filer(s) hold this · 0 opened, 1 added, 0 trimmed in 31-MAR-2026

Aggregate 13FScore 56 — mean of 2 scored holder(s) · buyers (new/add) avg 70. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
Howard Marks / Oaktree70Added +103%14,607,000$14,387,8920.1%
Ancora42Holds (flat)375$9,6190.0%

Beyond 13F — activists, insiders, politicians & research

Insider open-market buys daily digest →

FiledInsiderRoleSharesValue
2026-05-14Gu Paul (cluster of 2)director+officer50,000$1,375,000Form 4
2026-05-08Girouard Dave (cluster of 2)director+10%-owner170,240$4,999,607Form 4

Trump & executive branch trades all Trump/exec trades →

3 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2026-07-01Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR

Citrini Research coverage report library →

ReportDateStance
#90 — Market Memo: Insuring Against Insanity2025-03-31SHORT

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.