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, Q2 2021
Institutional positions in Upstart Holdings, Inc. as of Jun 30, 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
- 254
- +123 vs. Q1 2021
- Shares held
- 40.7M
- −2.28M (−5.3%) vs. Q1 2021
- Total value
- $5.00B
- −$84.8M (−1.7%) vs. Q1 2021
- New holders
- 150
- 69 more added
- Sold out
- 27
- 26 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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, Q2 2021
Shares, value and share of portfolio for each institution holding Upstart Holdings, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Third Point LLCSuperinvestorThird Point | 13,381,222 | $1.67B | 9.78% | 00.0% | Unchanged |
| VK Services, LLC | 5,248,588 | $572.2M | 18.79% | 00.0% | Unchanged |
| BIT Capital GmbH | 2,190,486 | $273.6M | 16.10% | +1,037,857+90.0% | Added |
| Fred Alger Management, LLC | 1,890,075 | $236.1M | 0.56% | +288,710+18.0% | Added |
| Vulcan Value Partners, LLC | 1,521,104 | $190.0M | 1.03% | +538,016+54.7% | Added |
| Vanguard Group Inc | 1,424,490 | $177.9M | 0.00% | +468,613+49.0% | Added |
| Morgan Stanley | 1,400,657 | $174.9M | 0.02% | −1,130,067−44.7% | Reduced |
| D. E. Shaw & Co., Inc. | 1,349,652 | $168.6M | 0.19% | +1,298,832+2,555.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,122,149 | $140.2M | 0.31% | −1,100,000−49.5% | Reduced |
| Renaissance Technologies LLC | 668,000 | $83.4M | 0.10% | +668,000 | New |
| Kuvari Partners LLP | 649,829 | $81.2M | 31.80% | +649,829 | New |
| KPCB XV Associates, LLC | 635,841 | $79.4M | 35.45% | −211,947−25.0% | Reduced |
| BlackRock Inc. | 613,850 | $76.7M | 0.00% | +21,256+3.6% | Added |
| Ameriprise Financial Inc | 495,708 | $61.9M | 0.02% | −280,445−36.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 445,000 | $55.6M | 0.12% | +80,000+21.9% | Added |
| Jane Street Group, LLC | 362,496 | $45.3M | 0.11% | +305,801+539.4% | Added |
| Capital International Investors | 352,465 | $44.0M | 0.01% | 00.0% | Unchanged |
| NEA Management Company, LLC | 287,092 | $35.9M | 0.47% | −286,092−49.9% | Reduced |
| State Street Corp | 282,713 | $35.3M | 0.00% | +161,641+133.5% | Added |
| 1832 Asset Management L.P. | 261,700 | $31.8M | 0.06% | +261,700 | New |
| Susquehanna International Group, LLP | 242,106 | $30.2M | 0.03% | +242,106 | New |
| Geode Capital Management, LLC | 234,126 | $29.2M | 0.00% | +35,309+17.8% | Added |
| Bank of America Corp | 229,714 | $28.7M | 0.00% | +110,152+92.1% | Added |
| Consolidated Investment Group LLC | 222,214 | $27.8M | 4.61% | +222,214 | New |
| Capital World Investors | 200,000 | $25.0M | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 192,100 | $24.0M | 0.12% | +192,100 | New |
| Atika Capital Management LLC | 191,000 | $23.9M | 1.98% | +191,000 | New |
| Tiff Advisory Services Inc | 142,453 | $21.5M | 6.14% | +142,453 | New |
| Citadel Advisors LLC | 172,413 | $21.5M | 0.02% | +161,992+1,554.5% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 150,208 | $18.8M | 0.34% | −450,000−75.0% | Reduced |
| Regents of the University of California | 149,031 | $18.6M | 2.38% | +149,031 | New |
| Pictet Asset Management Ltd | 148,777 | $18.6M | 0.02% | −48,440−24.6% | Reduced |
| Collaborative Holdings Management LP | 139,000 | $17.4M | 8.39% | +131,000+1,637.5% | Added |
| Goldman Sachs Group Inc | 131,213 | $16.4M | 0.00% | +125,844+2,343.9% | Added |
| US Bancorp | 130,400 | $16.3M | 0.03% | +130,200+65,100.0% | Added |
| Charles Schwab Investment Management Inc | 118,880 | $14.8M | 0.00% | +33,896+39.9% | Added |
| State of Tennessee, Treasury Department | 110,416 | $13.8M | 0.05% | +110,416 | New |
| Cutler Group LP | 109,474 | $13.7M | 1.01% | +60,221+122.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 97,226 | $12.1M | 0.08% | +97,226 | New |
| Carnegie Capital Asset Management, LLC | 89,470 | $11.2M | 0.42% | −1,855−2.0% | Reduced |
| Norges Bank | 86,908 | $10.9M | 0.00% | +86,908 | New |
| Northern Trust Corp | 84,553 | $10.6M | 0.00% | +10,816+14.7% | Added |
| Simplex Trading, LLC | 84,211 | $10.5M | 0.38% | +77,298+1,118.2% | Added |
| EMJ Capital Ltd. | 80,500 | $10.1M | 16.47% | −120,198−59.9% | Reduced |
| Ergoteles LLC | 75,421 | $9.42M | 0.22% | +75,421 | New |
| Neuberger Berman Group LLC | 71,547 | $8.94M | 0.01% | −19,777−21.7% | Reduced |
| Credit Suisse AG | 70,995 | $8.87M | 0.01% | +70,995 | New |
| One Wealth Advisors, LLC | 66,000 | $8.24M | 2.61% | +66,000 | New |
| Bank of Montreal | 64,076 | $7.96M | 0.00% | +63,966+58,150.9% | Added |
| Polar Capital Holdings Plc | 60,000 | $7.49M | 0.04% | +60,000 | New |
| Envestnet Asset Management Inc | 57,225 | $7.15M | 0.00% | +1,789+3.2% | Added |
| Penserra Capital Management LLC | 56,720 | $7.08M | 0.13% | +55,934+7,116.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 53,679 | $6.71M | 0.02% | +53,679 | New |
| Nomura Holdings Inc | 52,857 | $6.61M | 0.05% | +23,857+82.3% | Added |
| Nuveen Asset Management, LLC | 52,394 | $6.54M | 0.00% | +3,888+8.0% | Added |
| Group One Trading, L.P. | 52,155 | $6.51M | 0.12% | +52,155 | New |
| Franklin Resources Inc | 51,576 | $6.44M | 0.00% | +51,576 | New |
| UBS Group AG | 51,152 | $6.39M | 0.00% | +43,479+566.6% | Added |
| Tudor Investment Corp Et Al | 49,832 | $6.22M | 0.13% | +43,446+680.3% | Added |
| HarbourVest Partners LLC | 45,251 | $5.65M | 0.54% | +45,251 | New |
| Virtu Financial LLC | 43,268 | $5.40M | 0.53% | +43,268 | New |
| Swiss National Bank | 41,800 | $5.22M | 0.00% | +41,800 | New |
| Qube Research & Technologies Ltd | 40,944 | $5.11M | 0.06% | +40,944 | New |
| Truist Financial Corp | 40,754 | $5.09M | 0.01% | −1,083−2.6% | Reduced |
| Bank of New York Mellon Corp | 39,922 | $4.99M | 0.00% | +13,725+52.4% | Added |
| First Trust Advisors LP | 39,637 | $4.95M | 0.01% | +39,637 | New |
| Tower Research Capital LLC (TRC) | 36,078 | $4.51M | 0.12% | +33,914+1,567.2% | Added |
| Voloridge Investment Management, LLC | 34,686 | $4.33M | 0.03% | +34,686 | New |
| Point72 Hong Kong Ltd | 34,610 | $4.32M | 0.30% | +32,526+1,560.7% | Added |
| Battery Management Corp. | 33,519 | $4.19M | 0.23% | +33,519 | New |
| Pathway Capital Management, LP | 32,780 | $4.09M | 1.63% | +32,780 | New |
| Paradiem, LLC | 19,980 | $4.06M | 1.26% | +19,980 | New |
| Wolverine Trading, LLC | 31,218 | $3.84M | 0.10% | +15,088+93.5% | Added |
| Royal Bank of Canada | 29,489 | $3.68M | 0.00% | +18,968+180.3% | Added |
| Millennium Management LLC | 28,528 | $3.56M | 0.00% | +24,018+532.5% | Added |
| Occudo Quantitative Strategies LP | 28,050 | $3.50M | 0.54% | +28,050 | New |
| JPMorgan Chase & Co | 26,342 | $3.29M | 0.00% | +7,360+38.8% | Added |
| Dumac, Inc. | 26,207 | $3.27M | 3.68% | +26,207 | New |
| ACT Capital Management, LLC | 24,800 | $3.10M | 1.59% | +24,800 | New |
| AtonRa Partners | 23,354 | $2.92M | 1.07% | +7,109+43.8% | Added |
| Railway Pension Investments Ltd | 23,234 | $2.90M | 0.02% | +23,234 | New |
| UBS Asset Management Americas Inc | 22,732 | $2.84M | 0.00% | +22,732 | New |
| Advisory Research Inc | 21,960 | $2.74M | 0.18% | +14,371+189.4% | Added |
| Schonfeld Strategic Advisors LLC | 21,700 | $2.71M | 0.03% | +21,700 | New |
| California State Teachers Retirement System | 21,395 | $2.67M | 0.00% | −3,080−12.6% | Reduced |
| Boothbay Fund Management, LLC | 20,845 | $2.60M | 0.11% | +20,845 | New |
| State of New Jersey Common Pension Fund D | 20,808 | $2.60M | 0.01% | +20,808 | New |
| Bluefin Capital Management, LLC | 20,800 | $2.60M | 0.18% | +20,800 | New |
| Wells Fargo & Company | 20,429 | $2.55M | 0.00% | +19,185+1,542.2% | Added |
| Oppenheimer Asset Management Inc. | 20,019 | $2.50M | 0.04% | −232−1.1% | Reduced |
| Clear Street Markets LLC | 18,800 | $2.35M | 0.50% | +18,800 | New |
| Alliancebernstein L.P. | 16,686 | $2.08M | 0.00% | +9,846+143.9% | Added |
| Commonwealth Equity Services, LLC | 16,242 | $2.03M | 0.01% | +11,880+272.4% | Added |
| Advisor Group Holdings, Inc. | 16,082 | $2.01M | 0.00% | +9,070+129.3% | Added |
| Squarepoint Ops LLC | 15,894 | $1.99M | 0.01% | +9,304+141.2% | Added |
| LPL Financial LLC | 14,850 | $1.85M | 0.00% | +11,064+292.2% | Added |
| Eos Focused Equity Management, L.P. | 14,752 | $1.84M | 1.57% | +14,752 | New |
| Jupiter Asset Management Ltd | 14,601 | $1.82M | 0.02% | +5,098+53.6% | Added |
| Teacher Retirement System of Texas | 14,501 | $1.81M | 0.01% | +14,501 | New |
| Renaissance Capital LLC | 14,300 | $1.79M | 0.28% | +14,300 | New |