Upstart Holdings, Inc.
CH ˙ SWX ˙ US91680M1071
SecurityCH:UPST / Upstart Holdings, Inc.
InstitutionSei Investments Co
Latest Disclosed Ownership12,887 shares
Latest Disclosed Value $ 563,509
Sei Investments Co reports 75.08% decrease in ownership of UPST / Upstart Holdings, Inc.

On February 13, 2026 - Sei Investments Co filed a 13F-HR form disclosing ownership of 12,887 shares of Upstart Holdings, Inc. (CH:UPST) valued at $563,509 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 51,714 shares of Upstart Holdings, Inc.. This represents a change in shares of -75.08% 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)
2026-02-13 2025-12-31 13F UPSTART HLDGS COM 91680M107 12,887 -38,827 -75.08 564 -78.57 0.0006
2025-11-13 2025-09-30 13F UPSTART HLDGS COM 91680M107 51,714 -26,935 -34.25 2,627 -48.35 0.0028
2025-08-14 2025-06-30 13F UPSTART HLDGS COM 91680M107 78,649 52,636 202.34 5,087 324.90 0.0059
2025-05-14 2025-03-31 13F/A-1 UPSTART HLDGS COM 91680M107 26,013 4,319 19.91 1,197 -10.34 0.0015
2025-05-13 2025-03-31 13F UPSTART HLDGS COM 91680M107 17,138 -4,556 952 0.0010
2025-02-11 2024-12-31 13F UPSTART HLDGS COM 91680M107 21,694 11,982 123.37 1,336 244.07 0.0017
2024-11-12 2024-09-30 13F UPSTART HLDGS COM 91680M107 9,712 9,712 389 0.0005
2022-08-15 2022-06-30 13F UPSTART HLDGS COM 91680M107 0 -39,317 -100.00 0 -100.00
2022-05-13 2022-03-31 13F UPSTART HLDGS COM 91680M107 39,317 10,856 38.14 4,287 1.52 0.0086
2022-02-14 2021-12-31 13F UPSTART HLDGS COM 91680M107 28,461 -39,784 -58.30 4,223 -80.48 0.0079
2021-11-12 2021-09-30 13F UPSTART HLDGS COM 91680M107 68,245 58,109 573.29 21,633 1,608.77 0.0454
2021-08-06 2021-06-30 13F UPSTART HLDGS COM 91680M107 10,136 10,136 1,266 0.0028
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.