UPST

Upstart Holdings, Inc.

Nasdaq · Finance Services · Inc. DE · CIK 0001647639
$29.74 -7.84% $3.1B
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)3 New Institutional Positions
Vol
Market Cap$3.1B
Cap SizeMid Cap
Analyst ConsensusBuy (62%)
Inst. Holders8 funds
Inst. Value$740.8M
Inst. Activity3 buys / 2 sells
Insider Activity2B / 11S
Insider Net $$5.3M
Reddit Sentiment46° Neutral
SEC Reports8
Exchange Nasdaq·Sector Finance Services·Inc. DE·CIK 0001647639·Prev Close $32.27

Recent Activity

Jun 2, 2026 short_volume
Short Volume: UPST — 62.7% short (1.2M / 1.9M)
Short: 1,167,974 | Exempt: 14,593 | TRF Vol: 1,861,906 | Short Ratio: 62.7% | Off-exchange volume (d
May 29, 2026 Insider
O'Kelly Ciaran sold 6,476 shares
Director @ $0.00 ($0.00)
May 29, 2026 Insider
Bernard Peter J sold 6,476 shares
Director @ $0.00 ($0.00)
May 29, 2026 Insider
Cooper Kerry Whorton sold 6,476 shares
Director @ $0.00 ($0.00)
May 27, 2026 SEC
Three UPST insiders, including the Chief Legal Officer and President of Capital & Enterprise, sold a total of ~$449K in
CLUSTER — Impact 2/10
May 20, 2026 SEC
Insider (officer) Scott Darling filed Form 144 on May 20, 2026, indicating intent to sell 6,634 shares of Upstart Holdin
144 — Impact 2/10
May 19, 2026 SEC
Upstart announced the election of Tim Wennes, former CEO of Santander Holdings USA, to its Board of Directors effective
8-K — Impact 3/10
Inst.
MORGAN STANLEY — DOUBLED
4,206,615 shares ($184.0M)

Price Targets

$40.20 +35.2% upside Strong Buy
Current $29.74 Low $20.00 Median $37.00 High $80.00 15 analysts
$20.00 $80.00

Analyst Ratings

Buy62% buy · 21 analysts
4Strong Buy
9Buy
7Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 6, 2026 Piper Sandler MAINTAIN Overweight → Overweight
May 6, 2026 Needham MAINTAIN Buy → Buy
May 6, 2026 BTIG REITERATE Buy → Buy
Apr 9, 2026 BTIG REITERATE Buy → Buy
Mar 26, 2026 Mizuho MAINTAIN Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.61 ▼ -2.9% $0.41 — $0.74 70% YoY 7
Next Q $0.67 ▲ +7.8% $0.61 — $0.77 29% YoY 7
Next FY $3.44 ▲ +8.2% $2.95 — $4.19 43% YoY 9
Current FY $2.41 ▲ +5.7% $2.30 — $2.53 27% YoY 9

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$353.1M
MORGAN STANLEY$184.0MDOUBLED
BANK OF AMERICA CORP$111.0MDOUBLED
NORGES BANK$49.9MNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT$32.6MNEW

Recent Insider Trades

DateInsiderTypeValue
May 29, 2026O'Kelly CiaranA$0.00
May 29, 2026Bernard PeterA$0.00
May 29, 2026Cooper KerryA$0.00
May 29, 2026Wennes TimothyA$0.00
May 29, 2026Terry HilliardA$0.00

Reddit Sentiment

46°
Neutral
Bearish Neutral Bullish
33 mentions 11 bullish 14 bearish
8 institutional holders with $740.8M total value (16,939,927 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, BANK. Net buying activity: 3 institutions added/increased vs 2 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC8,073,659$353.1M47.7%
2MORGAN STANLEY4,206,615$184.0M24.8%DOUBLED +154.6%
3BANK OF AMERICA CORP /DE/2,538,426$111.0M15.0%DOUBLED +120.9%
4NORGES BANK1,141,425$49.9M6.7%NEW
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC745,836$32.6M4.4%NEW
6WELLS FARGO & COMPANY/MN210,164$9.2M1.2%NEAR_EXIT -86.0%
7FMR LLC12,002$524.8K0.1%ADD +52.1%
8TWO SIGMA INVESTMENTS, LP11,800$516.0K0.1%NEAR_EXIT -95.7%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYDOUBLED1,652,0244,206,615+154.6%$184.0M2025-Q4
BANK OF AMERICA CORP /DE/DOUBLED1,148,9592,538,426+120.9%$111.0M2025-Q4
NORGES BANKNEW1,141,425$49.9M2025-Q4
WELLS FARGO & COMPANY/MNNEAR_EXIT1,496,246210,164-86.0%$9.2M2025-Q4
TWO SIGMA INVESTMENTS, LPNEAR_EXIT277,14411,800-95.7%$516.0K2025-Q4
WELLS FARGO & COMPANY/MNDOUBLED364,1901,496,246+310.8%$76.0M2025-Q3
TWO SIGMA INVESTMENTS, LPNEAR_EXIT1,285,152277,144-78.4%$14.1M2025-Q3
NORGES BANKEXIT1,047,8750-100.0%$0.002025-Q3
NORGES BANKNEW1,047,875$67.8M2025-Q2
WELLS FARGO & COMPANY/MNDOUBLED73,451364,190+395.8%$23.6M2025-Q2
FMR LLCADD7,67011,663+52.1%$754.3K2025-Q2
RENAISSANCE TECHNOLOGIES LLCEXIT1,441,6000-100.0%$0.002025-Q2
MORGAN STANLEYTRIM2,632,8091,587,727-39.7%$73.1M2025-Q1
UBS Group AGADD562,044757,925+34.9%$34.9M2025-Q1
NORGES BANKEXIT408,6120-100.0%$0.002025-Q1
MORGAN STANLEYADD1,428,1492,632,809+84.4%$162.1M2024-Q4
RENAISSANCE TECHNOLOGIES LLCADD1,071,7001,379,900+28.8%$85.0M2024-Q4
NORGES BANKADD252,085408,612+62.1%$25.2M2024-Q4
WELLS FARGO & COMPANY/MNTRIM170,50660,768-64.4%$3.7M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW642,876$25.7M2024-Q3
12 unique insiders with 13 transactions. Net insider value: $5.3M ($6.4M bought, $1.0M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 29, 2026O'Kelly CiaranDirectorA6,476$0.00$0.00
May 29, 2026Bernard Peter JDirectorA6,476$0.00$0.00
May 29, 2026Cooper Kerry WhortonDirectorA6,476$0.00$0.00
May 29, 2026Wennes Timothy HDirectorA6,476$0.00$0.00
May 29, 2026Terry Hilliard C. IIIDirectorA6,476$0.00$0.00
May 29, 2026Hentges MaryDirectorA6,476$0.00$0.00
May 26, 2026Mirgorodskaya NataliaSee RemarksSELL974$28.99$28.2K
May 20, 2026Datta SanjayPresident, Capital& EnterpriseSELL7,985$28.77$229.7K
May 20, 2026Darling ScottChief Legal OfficerSELL6,634$28.78$190.9K
May 15, 2026Datta SanjayPresident, Capital& EnterpriseSELL806$28.96$23.3K
May 15, 2026Darling ScottChief Legal OfficerSELL286$28.84$8.2K
May 15, 2026Blankmeyer AndreaChief Financial OfficerSELL2,759$28.96$79.9K
May 15, 2026Mirgorodskaya NataliaSee RemarksM4,600$1.35$6.2K
May 15, 2026Mirgorodskaya NataliaSee RemarksM4,600$0.00$0.00
May 13, 2026Gu PaulChief Executive OfficerBUY50,000$27.50$1.4M
May 7, 2026Girouard DaveDirectorBUY169,940$29.37$5.0M
May 7, 2026Girouard DaveDirectorM835,075$0.8300$693.1K
May 7, 2026Girouard DaveDirectorM835,075$0.00$0.00
Mar 31, 2026Blankmeyer AndreaChief Financial OfficerA169,427$0.00$0.00
Mar 31, 2026Blankmeyer AndreaChief Financial OfficerA148,006$0.00$0.00
Mar 2, 2026Mirgorodskaya NataliaSee RemarksSELL390$26.02$10.1K
Feb 28, 2026Mirgorodskaya NataliaSee RemarksA9,375$0.00$0.00
Feb 28, 2026Datta SanjaySee RemarksA61,670$0.00$0.00
Feb 28, 2026Darling ScottChief Legal OfficerA24,668$0.00$0.00
Feb 28, 2026Darling ScottChief Legal OfficerA74,003$0.00$0.00
Feb 28, 2026Mirgorodskaya NataliaSee RemarksA5,938$0.00$0.00
Feb 28, 2026Datta SanjaySee RemarksA185,008$0.00$0.00
Feb 25, 2026Mirgorodskaya NataliaSee RemarksSELL866$28.79$24.9K
Feb 20, 2026Mirgorodskaya NataliaSee RemarksSELL633$29.90$18.9K
Feb 20, 2026Datta SanjayChief Financial OfficerSELL7,982$29.86$238.4K
Feb 20, 2026Darling ScottChief Legal OfficerSELL6,478$29.85$193.4K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (62% buy). Based on 21 analysts: 4 strong buy, 9 buy, 7 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$40.20 mean target +35.2% upside Strong Buy (2.13)
$20.00 Low $80.00 High
MetricValue
Current Price$29.74
Target Low$20.00
Target Mean$40.20
Target Median$37.00
Target High$80.00
# Analysts15
RecommendationStrong Buy (2.13)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.61 $0.41 $0.74 70.0% -2.9% 2↑ 4↓ $0.3B 34.1% 7
Next Q
2026-09-30
$0.67 $0.61 $0.77 29.4% +7.8% 4↑ 2↓ $0.4B 30.7% 7
Next FY
2027-12-31
$3.44 $2.95 $4.19 42.8% +8.2% 7↑ 1↓ $1.9B 31.4% 9
Current FY
2026-12-31
$2.41 $2.30 $2.53 27.5% +5.7% 6↑ 3↓ $1.4B 35.1% 9

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.612
7d ago$0.586+0.026
30d ago$0.630-0.018
60d ago$0.603+0.009
90d ago$0.602+0.010
16 analyst firms have rated this stock: 12 upgrades, 2 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 6, 2026 Piper Sandler MAINTAIN Overweight Overweight
May 6, 2026 Needham MAINTAIN Buy Buy
May 6, 2026 BTIG REITERATE Buy Buy
Apr 9, 2026 BTIG REITERATE Buy Buy
Mar 26, 2026 Mizuho MAINTAIN Outperform Outperform
Mar 16, 2026 BTIG UPGRADE Neutral Buy
Mar 11, 2026 Needham REITERATE Buy Buy
Mar 4, 2026 Needham MAINTAIN Buy Buy
Feb 18, 2026 Citizens REITERATE Market Underperform Market Underperform
Feb 17, 2026 Compass Point UPGRADE Sell Neutral
Feb 13, 2026 Goldman Sachs UPGRADE Sell Neutral
Feb 13, 2026 Citizens DOWNGRADE Market Perform Market Underperform
Feb 11, 2026 Needham REITERATE Buy Buy
Feb 11, 2026 Truist Securities MAINTAIN Buy Buy
Jan 6, 2026 Truist Securities INITIATE Buy
Nov 5, 2025 Citigroup MAINTAIN Buy Buy
Nov 5, 2025 JP Morgan MAINTAIN Overweight Overweight
Nov 5, 2025 Piper Sandler MAINTAIN Overweight Overweight
Nov 5, 2025 Stephens & Co. MAINTAIN Equal-Weight Equal-Weight
Nov 5, 2025 BTIG REITERATE Neutral Neutral
Nov 5, 2025 Needham MAINTAIN Buy Buy
Nov 5, 2025 B of A Securities MAINTAIN Neutral Neutral
Oct 13, 2025 Goldman Sachs MAINTAIN Sell Sell
Aug 20, 2025 JP Morgan UPGRADE Neutral Overweight
Aug 6, 2025 Needham MAINTAIN Buy Buy
Aug 6, 2025 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Aug 6, 2025 Piper Sandler MAINTAIN Overweight Overweight
Aug 6, 2025 B of A Securities MAINTAIN Neutral Neutral
May 19, 2025 Needham REITERATE Buy Buy
May 12, 2025 Barclays MAINTAIN Equal-Weight Equal-Weight
May 8, 2025 Goldman Sachs MAINTAIN Sell Sell
May 7, 2025 Needham MAINTAIN Buy Buy
May 7, 2025 Piper Sandler MAINTAIN Overweight Overweight
May 7, 2025 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Apr 29, 2025 B of A Securities UPGRADE Underperform Neutral
Apr 14, 2025 Barclays MAINTAIN Equal-Weight Equal-Weight
Feb 18, 2025 Barclays MAINTAIN Equal-Weight Equal-Weight
Feb 14, 2025 Morgan Stanley UPGRADE Underweight Equal-Weight
Feb 13, 2025 Citigroup MAINTAIN Buy Buy
Feb 12, 2025 Goldman Sachs MAINTAIN Sell Sell
Feb 12, 2025 B of A Securities MAINTAIN Underperform Underperform
Feb 12, 2025 Needham MAINTAIN Buy Buy
Feb 12, 2025 B. Riley Securities UPGRADE Neutral Buy
Feb 12, 2025 JP Morgan UPGRADE Underweight Neutral
Feb 12, 2025 Piper Sandler REITERATE Overweight Overweight
Dec 13, 2024 Needham UPGRADE Hold Buy
Dec 3, 2024 Redburn Atlantic UPGRADE Neutral Buy
Dec 2, 2024 JP Morgan DOWNGRADE Neutral Underweight
Nov 11, 2024 BTIG UPGRADE Sell Neutral
Nov 8, 2024 JP Morgan UPGRADE Underweight Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20264971062%
May 1, 20264971062%
Apr 1, 20264971062%
Mar 1, 202631081059%
Feb 1, 202631071062%
Jan 1, 20263971060%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

46°
Neutral
Bearish Neutral Bullish
33 mentions 11 bullish 14 bearish 23 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 5, 2026336° Cool023
Jun 5, 2026140° Cool011
Jun 4, 2026160° Warm101
Jun 4, 2026160° Warm101
Jun 3, 2026258° Warm102
Jun 3, 2026258° Warm102
May 22, 2026620° Bearish066
May 22, 2026140° Cool011
May 20, 2026160° Warm101
May 20, 2026160° Warm101
May 19, 2026140° Cool011
May 19, 2026140° Cool011
May 18, 2026140° Cool011
May 18, 2026140° Cool011
May 15, 2026150° Neutral001
May 15, 2026150° Neutral001
May 15, 2026150° Neutral001
May 15, 2026150° Neutral001
May 14, 2026267° Warm202
May 14, 2026160° Warm101
Apr 15, 2026160° Warm101
Apr 15, 2026160° Warm101
Mar 24, 2026144° Neutral001

Recent Reddit Threads

r/stocks Neutral 2d 16h ago
Why UPST is a Short Opportunity and may see $0.
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 14d 3h ago
UPST Bear Case: Buyback Theater, Insider Selling, Margin Pressure, and AI Lending Risk
▲ 1 💬 0 ⚡ 0.5
r/pennystocks Bearish 17d 5h ago
PGY 25$ Calls June 27
▲ 1 💬 1 ⚡ 0.5
r/investing Neutral 21d 4h ago
UPST could be the next GME
▲ 1 💬 1 ⚡ 0.5
r/investing Neutral 2mo ago
UPST - Key entry point or jumping the gun?
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 21d 7h ago
UPST Liftoff has begun
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 22d 8h ago
UPST could 4x in just weeks
▲ 1 💬 1 ⚡ 0.5
r/stocks Bullish 22d 8h ago
UPST could be 100 within a week
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 18d 2h ago
Alarm Bells for UPST
▲ 1 💬 2 ⚡ 0.5
r/wallstreetbets Bullish 2d 16h ago
UPST Is Not What You Think It Is
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 23h 6m ago
The ugly truth about UPST
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 14d 3h ago
UPST Bear Case: Buyback Theater, Insider Selling, Margin Pressure, and AI Lending Risk
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 2d 16h ago
Why UPST is a Short Opportunity and may see $0.
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 23h 2m ago
The ugly truth about UPST: Bias "AI", insider dumping, and a class-action lawsuit.
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 16d 8h ago
UPST could double in a few weeks
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bearish 14d 3h ago
UPST Bear Case: Buyback Theater, Insider Selling, Margin Pressure, and AI Lending Risk
▲ 1 💬 0 ⚡ 0.5
Jun 2, 2026
short_volume
Short Volume: UPST — 62.7% short (1.2M / 1.9M)
Short: 1,167,974 | Exempt: 14,593 | TRF Vol: 1,861,906 | Short Ratio: 62.7% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: UPST — 55.8% short (0.8M / 1.5M)
Short: 837,016 | Exempt: 100 | TRF Vol: 1,498,967 | Short Ratio: 55.8% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: UPST — 62.3% short (1.4M / 2.2M)
Short: 1,363,923 | Exempt: 1,132 | TRF Vol: 2,188,809 | Short Ratio: 62.3% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: UPST — 60.8% short (1.3M / 2.1M)
Short: 1,282,101 | Exempt: 6,800 | TRF Vol: 2,109,990 | Short Ratio: 60.8% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: UPST — 68.3% short (1.3M / 1.9M)
Short: 1,297,563 | Exempt: 23,148 | TRF Vol: 1,899,856 | Short Ratio: 68.3% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_interest
FTD: UPST — 253,494 shares ($7.4M) failed to deliver
Settlement: 20260508, Price: $29.00, FTD Value: $7,351,326, UPSTART HLDGS INC COM
May 6, 2026
short_interest
FTD: UPST — 300,323 shares ($9.4M) failed to deliver
Settlement: 20260506, Price: $31.17, FTD Value: $9,361,067.91, UPSTART HLDGS INC COM
May 5, 2026
earnings_calendar
UPST Q1 2026 Earnings Scheduled — 2026-05-05
May 5, 2026
short_volume
Short Volume: UPST — 67.6% short (1.9M / 2.8M)
Short: 1,869,725 | Exempt: 1,857 | TRF Vol: 2,764,023 | Short Ratio: 67.6% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_interest
FTD: UPST — 16,640 shares ($0.5M) failed to deliver
Settlement: 20260504, Price: $32.74, FTD Value: $544,793.6, UPSTART HLDGS INC COM
May 1, 2026
short_volume
Short Volume: UPST — 55.6% short (0.9M / 1.5M)
Short: 859,089 | Exempt: 4,052 | TRF Vol: 1,545,789 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_volume
Short Volume: UPST — 57.5% short (1.1M / 1.9M)
Short: 1,078,839 | Exempt: 4,446 | TRF Vol: 1,874,690 | Short Ratio: 57.5% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_interest
FTD: UPST — 115,028 shares ($3.5M) failed to deliver
Settlement: 20260430, Price: $30.48, FTD Value: $3,506,053.44, UPSTART HLDGS INC COM
Apr 29, 2026
short_volume
Short Volume: UPST — 57.3% short (1.3M / 2.2M)
Short: 1,280,183 | Exempt: 2,434 | TRF Vol: 2,233,741 | Short Ratio: 57.3% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
short_interest
FTD: UPST — 122,687 shares ($4.0M) failed to deliver
Settlement: 20260429, Price: $32.86, FTD Value: $4,031,494.82, UPSTART HLDGS INC COM