13F

UPST UPSTART HOLDINGS INC

2026Q1 · CUSIP 91680M107

⚪ Neutral · No signal
Holders
336
Δ holders QoQ
-56
Breadth percentile
Top 98%
Whale holders
142
Δ whales
-8
Inst. holding value
$1.5B
New positions
52
Closed positions
108
Price momentum (1Q)
-12.6%
Put / Call
27/24

Breadth history (34 quarters)

2021Q1: Δ+72 · h=132 2021Q2: Δ+118 · h=250 2021Q3: Δ+172 · h=422 2021Q4: Δ+56 · h=478 2022Q1: Δ+16 · h=494 2022Q2: Δ-149 · h=345 2022Q3: Δ-42 · h=303 2022Q4: Δ-41 · h=262 2023Q1: Δ-2 · h=260 2023Q2: Δ+38 · h=298 2023Q3: Δ-11 · h=287 2023Q4: Δ+44 · h=331 2024Q1: Δ-56 · h=275 2024Q2: Δ-1 · h=274 2024Q3: Δ+74 · h=348 2024Q4: Δ+48 · h=396 2025Q1: Δ-8 · h=388 2025Q2: Δ+36 · h=424 2025Q3: Δ-11 · h=413 2025Q4: Δ-21 · h=392 2026Q1: Δ-56 · h=336 2021Q1: holders=132 2021Q2: holders=250 2021Q3: holders=422 2021Q4: holders=478 2022Q1: holders=494 2022Q2: holders=345 2022Q3: holders=303 2022Q4: holders=262 2023Q1: holders=260 2023Q2: holders=298 2023Q3: holders=287 2023Q4: holders=331 2024Q1: holders=275 2024Q2: holders=274 2024Q3: holders=348 2024Q4: holders=396 2025Q1: holders=388 2025Q2: holders=424 2025Q3: holders=413 2025Q4: holders=392 2026Q1: holders=336 -172 -86 +0 +86 +172 118319519 21Q121Q322Q122Q323Q123Q324Q124Q325Q125Q326Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 10 lit events

Period Percentile Next-1Q return Next-2Q return
2025Q2 Top 8% -40.7% -51.7%
2024Q4 Top 10% -45.4% -29.1%
2024Q3 Top 2% +5.1% -33.2%
2023Q4 Top 11% -3.0% +54.5%
2023Q2 Top 4% -21.5% -16.3%
2022Q1 Top 12% -29.3% -53.6%
2021Q4 Top 8% -67.3% -79.0%
2021Q3 Top 0% -37.3% -79.5%
2021Q2 Top 0% +31.5% -47.9%
2021Q1 Top 2% +74.7% +129.7%
Put holders / Call holders: 27 / 24