Upstart Holdings, Inc.
CH ˙ SWX ˙ US91680M1071
SecurityCH:UPST / Upstart Holdings, Inc.
InstitutionGeode Capital Management, Llc
Latest Disclosed Ownership2,124,078 shares
Latest Disclosed Value $ 54,492,531
Geode Capital Management, Llc reports 2.69% increase in ownership of UPST / Upstart Holdings, Inc.

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 2,124,078 shares of Upstart Holdings, Inc. (CH:UPST) valued at $54,492,531 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 2,068,515 shares of Upstart Holdings, Inc.. This represents a change in shares of 2.69% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F UPSTART HOLDINGS COM 91680M107 2,124,078 55,563 2.69 54,493 -39.77 0.0018
2026-02-09 2025-12-31 13F UPSTART HOLDINGS COM 91680M107 2,068,515 26,734 1.31 90,469 -12.79 0.0056
2025-11-12 2025-09-30 13F UPSTART HOLDINGS COM 91680M107 2,041,781 32,665 1.63 103,737 -20.18 0.0066
2025-08-08 2025-06-30 13F UPSTART HOLDINGS COM 91680M107 2,009,116 73,582 3.80 129,965 45.84 0.0091
2025-05-13 2025-03-31 13F UPSTART HOLDINGS COM 91680M107 1,935,534 89,096 4.83 89,113 -21.63 0.0070
2025-02-12 2024-12-31 13F UPSTART HOLDINGS COM 91680M107 1,846,438 29,664 1.63 113,711 56.41 0.0088
2024-11-12 2024-09-30 13F UPSTART HOLDINGS COM 91680M107 1,816,774 29,482 1.65 72,702 72.40 0.0059
2024-08-09 2024-06-30 13F UPSTART HOLDINGS COM 91680M107 1,787,292 120,263 7.21 42,170 -5.94 0.0037
2024-05-13 2024-03-31 13F UPSTART HOLDINGS COM 91680M107 1,667,029 63,565 3.96 44,833 -31.58 0.0041
2024-02-13 2023-12-31 13F UPSTART HOLDINGS COM 91680M107 1,603,464 101,638 6.77 65,525 52.85 0.0069
2023-11-13 2023-09-30 13F UPSTART HOLDINGS COM 91680M107 1,501,826 65,249 4.54 42,867 -16.67 0.0051
2023-08-11 2023-06-30 13F UPSTART HOLDINGS COM 91680M107 1,436,577 407,395 39.58 51,444 214.58 0.0060
2023-05-15 2023-03-31 13F UPSTART HOLDINGS COM 91680M107 1,029,182 42,940 4.35 16,354 125,692.31 0.0021
2023-02-13 2022-12-31 13F UPSTART HOLDINGS COM 91680M107 986,242 45,450 4.83 13 -99.93 0.0018
2022-11-14 2022-09-30 13F UPSTART HOLDINGS COM 91680M107 940,792 152,993 19.42 19,559 -21.38 0.0030
2022-08-12 2022-06-30 13F UPSTART HOLDINGS COM 91680M107 787,799 104,939 15.37 24,877 -66.56 0.0036
2022-05-13 2022-03-31 13F UPSTART HOLDINGS COM 91680M107 682,860 19,183 2.89 74,404 -25.86 0.0093
2022-02-11 2021-12-31 13F UPSTART HOLDINGS COM 91680M107 663,677 65,978 11.04 100,361 -46.94 0.0121
2021-11-12 2021-09-30 13F UPSTART HOLDINGS COM 91680M107 597,699 363,573 155.29 189,135 546.79 0.0255
2021-08-13 2021-06-30 13F UPSTART HOLDINGS COM 91680M107 234,126 35,309 17.76 29,242 14.14 0.0040
2021-05-12 2021-03-31 13F UPSTART HOLDINGS COM 91680M107 198,817 148,032 291.49 25,619 1,138.23 0.0039
2021-02-12 2020-12-31 13F UPSTART HOLDINGS COM 91680M107 50,785 50,785 2,069 0.0003
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.