Upstart Holdings, Inc.
CH ˙ SWX ˙ US91680M1071
SecurityCH:UPST / Upstart Holdings, Inc.
InstitutionMarex Group plc
Latest Disclosed Ownership116,308 shares
Latest Disclosed Value $ 2,983,300
Marex Group plc reports 90.14% decrease in ownership of UPST / Upstart Holdings, Inc.

On May 13, 2026 - Marex Group plc filed a 13F-HR form disclosing ownership of 116,308 shares of Upstart Holdings, Inc. (CH:UPST) valued at $2,983,300 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,178,997 shares of Upstart Holdings, Inc.. This represents a change in shares of -90.14% 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)
2026-05-13 2026-03-31 13F UPSTART HLDGS COM 91680M107 116,308 -1,062,689 -90.14 2,983 -94.21 0.0122
2026-02-12 2025-12-31 13F UPSTART HLDGS COM 91680M107 1,178,997 -125,486 -9.62 51,558 -22.20 0.3245
2025-11-14 2025-09-30 13F UPSTART HLDGS COM 91680M107 1,304,483 1,121,743 613.85 66,268 460.68 0.4683
2025-08-19 2025-06-30 13F UPSTART HLDGS COM 91680M107 182,740 175,885 2,565.79 11,820 3,652.06 0.1025
2026-04-02 2025-03-31 13F UPSTART HLDGS COM 91680M107 6,855 -1,139 -14.25 316 -35.98 0.0060
2026-04-02 2024-12-31 13F UPSTART HLDGS COM 91680M107 7,994 -2,752 -25.61 492 14.69 0.0084
2026-04-07 2024-09-30 13F UPSTART HLDGS COM 91680M107 10,746 -1,633 -13.19 430 46.92 0.0098
2026-04-02 2024-06-30 13F UPSTART HLDGS COM 91680M107 12,379 1,000 8.79 292 -4.26 0.0078
2026-04-02 2024-03-31 13F UPSTART HLDGS COM 91680M107 11,379 -1,003 -8.10 306 -39.60 0.0099
2026-04-02 2023-12-31 13F UPSTART HLDGS COM 91680M107 12,382 12,382 506 0.0199
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.