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See how Context works →On the price, the facts of the public record■Insider buy□Insider sell●Results filed
With an account, also○dividends▲splits◌next earningswith an account
End-of-day prices provided by Twelve Data · One close per session; the series does not update during the trading day.
Latest on record
The most recent facts, as filed.
Up to three of the most recent, checkable facts already loaded on this page, each linked to its source.
- Sep 10, 2026Reported purchase · Form 4Paul Gu, Chief Executive Officer · $1.3MOpen the filing ↗
- Sep 8, 2026Reported sale · Form 4Sanjay Datta, President, Capital& Enterprise · $3.2MOpen the filing ↗
- Sep 8, 2026Notice of sale · Form 144Datta Sanjay · Officer · $3.2MOpen the filing ↗
In numbers
What this profile holds, counted.
Closes · 1 year250
SEC filings on record8908 flagged findings
Reported transactions (Form 4)80since Mar 31, 2025
Corporate events (8-K)25since Mar 17, 2021
What the record says
Description, identity and filings, each with its source.
Every block cites its source. The colour of a finding marks its category — which document, who filed it — not how much it matters.
What the company does
Upstart is a lending platform based in San Mateo, California. It was first launched in April 2012 with an Income Share Agreement (ISA) product, which enabled individuals to raise money by contracting to share a percent of their future income. In May 2014, Upstart pivoted away from this product and toward the personal loan marketplace. With this pivot, Upstart began offering a traditional 3-year loan, and has since expanded to offer a 5-year loan product as well.
Source: Wikipedia (CC BY-SA 4.0) · copied on Sep 3, 2026 · may not reflect recent changes.
The 25 most recent filings (of 890)
Every SEC filing, newest first, with what it is. Below, each type with its own explanation.
- Sep 8, 26Form 144 ↗Notice of proposed sale
- Aug 27, 26Form 4 ↗Insider transaction
- Aug 25, 26Form 144 ↗Notice of proposed sale
Notice of proposed sale · 3 Form 144 filingsshow all 3hide
- Aug 20, 26Form 144 ↗Notice of proposed sale
- Aug 20, 26Form 144 ↗Notice of proposed sale
- Aug 20, 26Form 144 ↗Notice of proposed sale
- Aug 19, 26Form 4 ↗Insider transaction
Notice of proposed sale · 2 Form 144 filingsshow all 2hide
- Aug 19, 26Form 144 ↗Notice of proposed sale
- Aug 19, 26Form 144 ↗Notice of proposed sale
Notice of proposed sale · 3 Form 144 filingsshow all 3hide
- Aug 17, 26Form 144 ↗Notice of proposed sale
- Aug 17, 26Form 144 ↗Notice of proposed sale
- Aug 17, 26Form 144 ↗Notice of proposed sale
- Aug 5, 2610-Q/A ↗Quarterly report · amendment
- Aug 4, 2610-Q ↗Quarterly report
- Aug 4, 268-K ↗Current report · Results
- Jul 13, 26SCHEDULE 13G/A ↗Passive stake · amendment
- Jun 11, 26Form 4 ↗Insider transaction
- Jun 9, 26Form 144 ↗Notice of proposed sale
890 filings on record, the oldest from Mar 30, 20.
Listing the 25 most recent filings of the 890 on record.
1159
- May 19, 26A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Feb 10, 26A senior executive left or was appointed8-K 5.02 ↗
- Aug 14, 25Sold unregistered shares+5 more in the same filing8-K 3.02 ↗
- Feb 19, 25A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Feb 14, 25Entered a material agreement+1 more in the same filing8-K 1.01 ↗
- Nov 15, 24Took on a new financial obligation+4 more in the same filing8-K 2.03 ↗
- Sep 19, 24Sold unregistered shares+4 more in the same filing8-K 3.02 ↗
- Mar 2, 23A senior executive left or was appointed8-K 5.02 ↗
- Jan 31, 23Restructuring plan with committed costs8-K 2.05 ↗
3 senior executive changes2021 – 2022show all 3hide
- Nov 18, 22A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Oct 11, 22A senior executive left or was appointed8-K 5.02 ↗
- Nov 19, 21A senior executive left or was appointed8-K 5.02 ↗
- Aug 20, 21Entered a material agreement+4 more in the same filing8-K 1.01 ↗
- Jun 28, 21A senior executive left or was appointed8-K 5.02 ↗
2 older filings not shown
Corporate events are tracked from 2004-08-23, when the SEC renumbered 8-K items. Earlier filings use an incompatible numbering and are not classified here.
Schedule 13G: short-form filing
The short form, for holders who meet specific requirements: institutional investors, passive investors without a control purpose, or exempt investors. Asset managers and index funds usually file it.
- Jericho Capital Asset Management L.P.5.2%Dec 31, 25SCHEDULE 13G ↗2 co-filers on this document — the figure is the largest single stake, not their sum.
- D. E. Shaw & Co., L.P.4.9%Dec 31, 24SCHEDULE 13G/A ↗3 co-filers on this document — the figure is the largest single stake, not their sum. · 1 earlier filing
- Citadel Securities GP LLC4.7%Oct 2, 25SCHEDULE 13G ↗7 co-filers on this document — the figure is the largest single stake, not their sum.
- G1 Execution Services, LLC4.6%Dec 31, 25SCHEDULE 13G/A ↗4 co-filers on this document — the figure is the largest single stake, not their sum. · 1 earlier filing
Structured 13D/G data starts 2023-12, when the SEC moved these filings to a machine-readable format. Earlier filings exist but are not parsed here.
Sale intention announced
On Sep 8, Datta Sanjay filed notice of intent to sell up to $3.2M. That is about 0.12% of shares outstanding.
A notice is not a sale: it may not go ahead, may happen in part, or at a different price.
After the notice, they sold $3.2M on Sep 8, per their Form 4. That is 100% of the shares announced so far, and the window is still open.
View notice (Form 144) ↗+9 more recent notices · 9 with a later sale
- Sep 10, 26Buy$1.3MPaul GuChief Executive Officer↗
- Sep 8, 26Sell$3.2MSanjay DattaPresident, Capital& Enterprise↗
- Aug 25, 26Sell$27KNatalia MirgorodskayaSee Remarks↗
- Aug 20, 26Sell$216KScott DarlingChief Legal Officer↗
- Aug 20, 26Sell$251KSanjay DattaPresident, Capital& Enterprise↗
- Aug 20, 26Sell$16KNatalia MirgorodskayaSee Remarks↗
- Aug 19, 26Sell$88KAndrea BlankmeyerChief Financial Officer↗
- Aug 19, 26Sell$315KSanjay DattaPresident, Capital& Enterprise↗
- Aug 17, 26Sell$24KScott DarlingChief Legal Officer↗
- Aug 17, 26Sell$60KSanjay DattaPresident, Capital& Enterprise↗
- Aug 17, 26Sell$211KAndrea BlankmeyerChief Financial Officer↗
- Jun 9, 26Sell$456KSanjay DattaPresident, Capital& Enterprise↗
There are 15 more transactions in this stretch.
Stock compensation, tax and giftsshow the 13 other transactionshide
Stock compensation, tax withholding, option exercises and gifts. They are listed separately and are not included in the purchase and sale totals. The type describes the transaction, not the filer's intent.
- Sep 8, 26Compensation$405KSanjay DattaPresident, Capital& Enterprise↗
- May 29, 26Compensationamount n/aTimothy H Wennes↗
- May 29, 26Compensationamount n/aHilliard C. Terry III↗
- May 29, 26Compensationamount n/aKerry Whorton Cooper↗
- May 29, 26Compensationamount n/aMary Hentges↗
- May 29, 26Compensationamount n/aCiaran O'Kelly↗
- May 29, 26Compensationamount n/aPeter J Bernard↗
- May 15, 26Compensation$6KNatalia MirgorodskayaSee Remarks↗
- May 7, 26Compensation$693KDave Girouard↗
- Mar 31, 26Compensationamount n/aAndrea BlankmeyerChief Financial Officer↗
- Feb 28, 26Compensationamount n/aScott DarlingChief Legal Officer↗
- Feb 28, 26Compensationamount n/aSanjay DattaSee Remarks↗
- Feb 28, 26Compensationamount n/aNatalia MirgorodskayaSee Remarks↗
The full record holds 590 transactions and goes back to Dec 31, 22.
Its sector and its market
Upstart Holdings, Inc. among Financials companies
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- End-of-day closes provided by Twelve Data. One close per session; not real time. Closes adjusted for splits.
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- 250 clean closes in the period.
- SEC records
- 890 documents on file, from Mar 30, 2020 to Sep 10, 2026.
- Company description
- Wikipedia, read on Sep 3, 2026.
- This page
- Generated on Oct 19, 2026; refreshed through the day.
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Which SEC documents appear here?
Those filed with the SEC by the company, its insiders and its major shareholders, within our coverage: periodic reports (10-K, 10-Q, 20-F), material events (8-K), proposed sale notices (Form 144), insider transactions (Form 4) and stakes above 5% (13D/13G). Each links to the original on EDGAR.
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