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Upstart Holdings, Inc.

UPST
Exchange
Nasdaq
Industry
Finance Services
SEC CIK
0001647639

In the last 90 days, Upstart Holdings, Inc. insiders filed 1 open-market purchase and 8 sales; 370 institutions reported holding it in 13F filings for Q2 2026, worth $2.07B in total; Coatue Management is the only superinvestor holding it.

13F holders, Q1 2021

Institutional positions in Upstart Holdings, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
132
No complete 13F data for Q4 2020
Shares held
43.2M
No complete 13F data for Q4 2020
Total value
$5.12B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting UPST on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 132 institutions
Q1 2021: 132 institutionsQ2 2021: 254 institutionsQ3 2021: 428 institutionsQ4 2021: 480 institutionsQ1 2022: 496 institutionsQ2 2022: 347 institutionsQ3 2022: 306 institutionsQ4 2022: 267 institutionsQ1 2023: 266 institutionsQ2 2023: 303 institutionsQ3 2023: 291 institutionsQ4 2023: 334 institutionsQ1 2024: 278 institutionsQ2 2024: 275 institutionsQ3 2024: 349 institutionsQ4 2024: 391 institutionsQ1 2025: 387 institutionsQ2 2025: 421 institutionsQ3 2025: 412 institutionsQ4 2025: 393 institutionsQ1 2026: 340 institutionsQ2 2026: 370 institutions
Value heldQ1 2021: $5.12B
Q1 2021: $5.12BQ2 2021: $5.00BQ3 2021: $13.3BQ4 2021: $5.83BQ1 2022: $4.43BQ2 2022: $1.17BQ3 2022: $658.8MQ4 2022: $388.9MQ1 2023: $471.6MQ2 2023: $1.30BQ3 2023: $1.08BQ4 2023: $1.70BQ1 2024: $1.00BQ2 2024: $919.5MQ3 2024: $1.99BQ4 2024: $3.59BQ1 2025: $2.77BQ2 2025: $3.98BQ3 2025: $3.27BQ4 2025: $2.83BQ1 2026: $1.45BQ2 2026: $2.07B
Institutions holding UPST and their total value by quarter
QuarterHoldersValue
Q2 2026370$2.07B
Q1 2026340$1.45B
Q4 2025393$2.83B
Q3 2025412$3.27B
Q2 2025421$3.98B
Q1 2025387$2.77B
Q4 2024391$3.59B
Q3 2024349$1.99B
Q2 2024275$919.5M
Q1 2024278$1.00B
Q4 2023334$1.70B
Q3 2023291$1.08B
Q2 2023303$1.30B
Q1 2023266$471.6M
Q4 2022267$388.9M
Q3 2022306$658.8M
Q2 2022347$1.17B
Q1 2022496$4.43B
Q4 2021480$5.83B
Q3 2021428$13.3B
Q2 2021254$5.00B
Q1 2021132$5.12B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Upstart Holdings, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding UPST in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Kistler-Tiffany Companies, LLC4$1.00K0.00%––
Private Ocean, LLC11$1.00K0.00%––
Disciplined Investments, LLC16$2.00K0.00%––
Geneos Wealth Management Inc.35$3.00K0.00%––
Winch Advisory Services, LLC34$4.00K0.00%––
Huntington National Bank50$6.00K0.00%––
Sowell Financial Services LLC80$7.00K0.00%––
NVWM, LLC62$8.00K0.00%––
Harbour Investments, Inc.100$13.0K0.00%––
Bank of Montreal110$13.0K0.00%––
Optimum Investment Advisors100$13.0K0.00%––
Jacobi Capital Management LLC100$13.0K0.00%––
Valeo Financial Advisors, LLC100$13.0K0.00%––
Ameritas Investment Company, LLC107$13.8K0.00%––
Institutional & Family Asset Management, LLC141$18.0K0.00%––
Tfo-TDC, LLC150$19.0K0.01%––
Deutsche Bank AG159$20.0K0.00%––
CenterStar Asset Management, LLC–$20.0K0.03%––
Alpha Paradigm Partners, LLC167$22.0K0.01%––
American International Group, Inc.196$25.0K0.00%––
US Bancorp200$26.0K0.00%––
Spire Wealth Management200$26.0K0.00%––
Glassman Wealth Services210$27.0K0.01%––
Parallel Advisors, LLC350$45.0K0.00%––
Steward Partners Investment Advisory, LLC350$45.1K0.00%––
Harbor Investment Advisory, LLC400$52.0K0.01%––
CKW Financial Group409$53.0K0.01%––
Metropolitan Life Insurance Co431$55.5K0.00%––
Leonteq Securities AG460$59.3K0.00%––
Baldwin Brothers Inc500$64.0K0.01%––
Eaton Vance Management530$68.0K0.00%––
Wolff Wiese Magana LLC605$78.0K0.06%––
Federation des caisses Desjardins du Quebec750$96.6K0.00%––
Penserra Capital Management LLC786$101.0K0.00%––
Legal & General Group Plc1,054$136.0K0.00%––
FNY Investment Advisers, LLC1,200$154.0K0.06%––
Wells Fargo & Company1,244$161.0K0.00%––
Wealth Advisors, Inc.2,221$204.0K0.08%––
Financial Architects, Inc1,768$228.0K0.04%––
State of Wisconsin Investment Board1,782$230.0K0.00%––
Amalgamated Bank1,838$237.0K0.01%––
Point72 Hong Kong Ltd2,084$269.0K0.02%––
Rossmore Private Capital2,150$277.0K0.05%––
Tower Research Capital LLC (TRC)2,164$279.0K0.00%––
Gainplan LLC2,500$318.0K0.14%––
Kore Private Wealth LLC2,508$323.0K0.04%––
Voya Investment Management LLC2,521$325.0K0.00%––
CIBC Asset Management Inc2,700$348.0K0.00%––
Cambridge Investment Research Advisors, Inc.2,748$354.0K0.00%––
Gotham Asset Management, LLC3,352$432.0K0.02%––
LPL Financial LLC3,786$488.0K0.00%––
Marshall Wace North America L.P.3,891$501.0K0.00%––
Oxbow Advisors, LLC3,900$503.0K0.06%––
Souders Financial Advisors3,962$511.0K0.20%––
Cubist Systematic Strategies, LLC4,344$560.0K0.01%––
Commonwealth Equity Services, LLC4,362$562.0K0.00%––
Prelude Capital Management, LLC4,371$563.0K0.04%––
Millennium Management LLC4,510$581.0K0.00%––
Laurion Capital Management LP5,000$644.0K0.01%––
Sassicaia Capital Advisers LLC5,000$644.0K0.36%––
Treasurer of the State of North Carolina5,090$656.0K0.00%––
Goldman Sachs Group Inc5,369$692.0K0.00%––
Citigroup Inc5,995$773.0K0.00%––
Tudor Investment Corp Et Al6,386$823.0K0.02%––
American Portfolios Advisors6,501$837.7K0.04%––
Squarepoint Ops LLC6,590$849.0K0.01%––
Alliancebernstein L.P.6,840$881.0K0.00%––
Simplex Trading, LLC6,913$890.0K0.05%––
Rafferty Asset Management, LLC6,988$900.0K0.01%––
Advisor Group Holdings, Inc.7,012$904.0K0.00%––
Public Employees Retirement System of Ohio7,365$949.0K0.00%––
Raymond James & Associates7,562$974.0K0.00%––
Advisory Research Inc7,589$978.0K0.07%––
UBS Group AG7,673$988.0K0.00%––
SG Americas Securities, LLC7,798$1.00M0.01%––
Collaborative Holdings Management LP8,000$1.03M0.57%––
Jupiter Asset Management Ltd9,503$1.22M0.01%––
Citadel Advisors LLC10,421$1.34M0.00%––
Royal Bank of Canada10,521$1.36M0.00%––
Rhumbline Advisers14,205$1.83M0.00%––
Natixis14,945$1.93M0.01%––
Invesco Ltd.15,540$2.00M0.00%––
New York State Common Retirement Fund15,900$2.05M0.00%––
Wolverine Trading, LLC16,130$2.08M0.04%––
AtonRa Partners16,245$2.09M0.93%––
JPMorgan Chase & Co18,982$2.45M0.00%––
Oppenheimer Asset Management Inc.20,251$2.61M0.04%––
Atom Investors LP21,958$2.83M0.52%––
California State Teachers Retirement System24,475$3.15M0.00%––
Bank of New York Mellon Corp26,197$3.38M0.00%––
Victory Capital Management Inc28,917$3.73M0.00%––
Nomura Holdings Inc29,000$3.73M0.03%––
Sculptor Capital LP32,100$4.14M0.04%––
Truist Financial Corp41,837$5.39M0.01%––
Nuveen Asset Management, LLC48,506$6.25M0.00%––
Cutler Group LP49,253$6.35M0.53%––
D. E. Shaw & Co., Inc.50,820$6.55M0.01%––
Envestnet Asset Management Inc55,436$7.14M0.00%––
Jane Street Group, LLC56,695$7.31M0.02%––
Northern Trust Corp73,737$9.50M0.00%––