Upstart Holdings, Inc.
CH ˙ SWX ˙ US91680M1071
SecurityCH:UPST / Upstart Holdings, Inc.
InstitutionQuantinno Capital Management LP
Latest Disclosed Ownership103,860 shares
Latest Disclosed Value $ 2,664,025
Quantinno Capital Management LP reports 30.86% increase in ownership of UPST / Upstart Holdings, Inc.

On May 15, 2026 - Quantinno Capital Management LP filed a 13F-HR form disclosing ownership of 103,860 shares of Upstart Holdings, Inc. (CH:UPST) valued at $2,664,025 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 79,368 shares of Upstart Holdings, Inc.. This represents a change in shares of 30.86% 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 HLDGS COM 91680M107 103,860 24,492 30.86 2,664 -23.23 0.0044
2026-02-17 2025-12-31 13F UPSTART HLDGS COM 91680M107 79,368 -11,141 -12.31 3,471 -24.52 0.0070
2025-11-14 2025-09-30 13F UPSTART HLDGS COM 91680M107 90,509 498 0.55 4,598 -21.03 0.0125
2025-08-14 2025-06-30 13F UPSTART HLDGS COM 91680M107 90,011 23,487 35.31 5,822 90.10 0.0251
2025-05-12 2025-03-31 13F UPSTART HLDGS COM 91680M107 66,524 -11,499 -14.74 3,062 -36.25 0.0199
2025-02-14 2024-12-31 13F UPSTART HLDGS COM 91680M107 78,023 -921 -1.17 4,804 52.09 0.0472
2024-11-14 2024-09-30 13F UPSTART HLDGS COM 91680M107 78,944 6,083 8.35 3,159 83.82 0.0411
2024-08-14 2024-06-30 13F UPSTART HLDGS COM 91680M107 72,861 63,146 649.98 1,719 558.24 0.0309
2024-05-14 2024-03-31 13F UPSTART HLDGS COM 91680M107 9,715 9,715 261 0.0057
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.