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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 370 | $2.07B |
| Q1 2026 | 340 | $1.45B |
| Q4 2025 | 393 | $2.83B |
| Q3 2025 | 412 | $3.27B |
| Q2 2025 | 421 | $3.98B |
| Q1 2025 | 387 | $2.77B |
| Q4 2024 | 391 | $3.59B |
| Q3 2024 | 349 | $1.99B |
| Q2 2024 | 275 | $919.5M |
| Q1 2024 | 278 | $1.00B |
| Q4 2023 | 334 | $1.70B |
| Q3 2023 | 291 | $1.08B |
| Q2 2023 | 303 | $1.30B |
| Q1 2023 | 266 | $471.6M |
| Q4 2022 | 267 | $388.9M |
| Q3 2022 | 306 | $658.8M |
| Q2 2022 | 347 | $1.17B |
| Q1 2022 | 496 | $4.43B |
| Q4 2021 | 480 | $5.83B |
| Q3 2021 | 428 | $13.3B |
| Q2 2021 | 254 | $5.00B |
| Q1 2021 | 132 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 84,984 | $11.0M | 0.00% | – | – |
| Neuberger Berman Group LLC | 91,324 | $11.8M | 0.01% | – | – |
| Carnegie Capital Asset Management, LLC | 91,325 | $11.8M | 0.49% | – | – |
| Cowen and Company, LLC | 100,400 | $12.9M | 0.91% | – | – |
| Bank of America Corp | 119,562 | $15.4M | 0.00% | – | – |
| State Street Corp | 121,072 | $15.6M | 0.00% | – | – |
| Caas Capital Management LP | 125,000 | $16.1M | 0.49% | – | – |
| Pictet Asset Management Ltd | 197,217 | $25.4M | 0.03% | – | – |
| Geode Capital Management, LLC | 198,817 | $25.6M | 0.00% | – | – |
| Capital World Investors | 200,000 | $25.8M | 0.00% | – | – |
| EMJ Capital Ltd. | 200,698 | $25.9M | 40.78% | – | – |
| Amundi Asset Management US, Inc. | 266,903 | $34.4M | 0.03% | – | – |
| Capital International Investors | 352,465 | $45.4M | 0.01% | – | – |
| Robeco Institutional Asset Management B.V. | 365,000 | $47.0M | 0.12% | – | – |
| FMR LLC | 374,534 | $48.3M | 0.00% | – | – |
| Founders Fund IV Management, LLC | 513,425 | $66.2M | 19.33% | – | – |
| NEA Management Company, LLC | 573,184 | $73.9M | 1.67% | – | – |
| BlackRock Inc. | 592,594 | $76.4M | 0.00% | – | – |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 600,208 | $77.3M | 1.56% | – | – |
| KPCB XV Associates, LLC | 847,788 | $98.3M | 42.36% | – | – |
| Ameriprise Financial Inc | 776,153 | $100.0M | 0.03% | – | – |
| Alphabet Inc. | 832,423 | $107.3M | 4.32% | – | – |
| Vanguard Group Inc | 955,877 | $123.2M | 0.00% | – | – |
| Vulcan Value Partners, LLC | 983,088 | $126.7M | 0.75% | – | – |
| BIT Capital GmbH | 1,152,629 | $148.5M | 11.69% | – | – |
| Fred Alger Management, LLC | 1,601,365 | $206.4M | 0.54% | – | – |
| Healthcare of Ontario Pension Plan Trust Fund | 2,222,149 | $235.3M | 0.59% | – | – |
| Morgan Stanley | 2,530,724 | $326.1M | 0.05% | – | – |
| VK Services, LLC | 5,248,588 | $326.4M | 7.55% | – | – |
| First Round Capital Management III, LLC | 2,915,614 | $375.7M | 91.38% | – | – |
| Stone Ridge Asset Management LLC | 3,685,913 | $475.0M | 100.00% | – | – |
| Third Point LLCSuperinvestorThird Point | 13,381,222 | $1.69B | 11.39% | – | – |