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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.

Q2 2021 vs. Q1 2021

How the institutions holding Upstart Holdings, Inc. changed between Q1 2021 and Q2 2021.

All holders in Q2 2021All holders in Q1 2021

13F holders of UPST: Q1 2021 compared with Q2 2021
MeasureQ1 2021Of which not filed for Q2 2021Q2 2021Change
Holders1321254+123
Shares43.2M266.9K40.7M−2.28M (−5.3%)
Value$5.12B$34.4M$5.00B−$84.8M (−1.7%)

1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (150)

Institutions that held Upstart Holdings, Inc. at the end of Q2 2021 but not at the end of Q1 2021.

Showing the largest 100 of 150 by value.

Institutions new to UPST in Q2 2021
InstitutionSharesValue% of portfolio
Renaissance Technologies LLC668,000$83.4M0.10%
Kuvari Partners LLP649,829$81.2M31.80%
1832 Asset Management L.P.261,700$31.8M0.06%
Susquehanna International Group, LLP242,106$30.2M0.03%
Consolidated Investment Group LLC222,214$27.8M4.61%
Point72 Asset Management, L.P.192,100$24.0M0.12%
Atika Capital Management LLC191,000$23.9M1.98%
Tiff Advisory Services Inc142,453$21.5M6.14%
Regents of the University of California149,031$18.6M2.38%
State of Tennessee, Treasury Department110,416$13.8M0.05%
Fuller & Thaler Asset Management, Inc.97,226$12.1M0.08%
Norges Bank86,908$10.9M0.00%
Ergoteles LLC75,421$9.42M0.22%
Credit Suisse AG70,995$8.87M0.01%
One Wealth Advisors, LLC66,000$8.24M2.61%
Polar Capital Holdings Plc60,000$7.49M0.04%
Mirae Asset Global Investments Co., Ltd.53,679$6.71M0.02%
Group One Trading, L.P.52,155$6.51M0.12%
Franklin Resources Inc51,576$6.44M0.00%
HarbourVest Partners LLC45,251$5.65M0.54%
Virtu Financial LLC43,268$5.40M0.53%
Swiss National Bank41,800$5.22M0.00%
Qube Research & Technologies Ltd40,944$5.11M0.06%
First Trust Advisors LP39,637$4.95M0.01%
Voloridge Investment Management, LLC34,686$4.33M0.03%
Battery Management Corp.33,519$4.19M0.23%
Pathway Capital Management, LP32,780$4.09M1.63%
Paradiem, LLC19,980$4.06M1.26%
Occudo Quantitative Strategies LP28,050$3.50M0.54%
Dumac, Inc.26,207$3.27M3.68%
ACT Capital Management, LLC24,800$3.10M1.59%
Railway Pension Investments Ltd23,234$2.90M0.02%
UBS Asset Management Americas Inc22,732$2.84M0.00%
Schonfeld Strategic Advisors LLC21,700$2.71M0.03%
Boothbay Fund Management, LLC20,845$2.60M0.11%
State of New Jersey Common Pension Fund D20,808$2.60M0.01%
Bluefin Capital Management, LLC20,800$2.60M0.18%
Clear Street Markets LLC18,800$2.35M0.50%
Eos Focused Equity Management, L.P.14,752$1.84M1.57%
Teacher Retirement System of Texas14,501$1.81M0.01%
Renaissance Capital LLC14,300$1.79M0.28%
Harel Insurance Investments & Financial Services Ltd.4,200$1.71M0.04%
Board of Trustees of The Leland Stanford Junior University13,619$1.70M0.16%
Comerica Bank8,675$1.68M0.01%
Macquarie Group Ltd13,373$1.67M0.00%
CIBC World Markets Inc.11,954$1.49M0.00%
Hamilton Lane Advisors LLC11,739$1.47M0.46%
IMC-Chicago, LLC11,651$1.46M0.12%
Enlightenment Research, LLC11,304$1.41M1.80%
Mercer Global Advisors Inc10,155$1.27M0.01%
SEI Investments Co10,136$1.27M0.00%
Kamunting Street Capital Management, L.P.10,000$1.25M0.69%
Weiss Asset Management LP10,000$1.25M0.03%
AE Wealth Management LLC9,724$1.22M0.01%
Highland Capital Management, LLC9,269$1.16M0.07%
American Century Companies Inc9,047$1.13M0.00%
Full18 Capital LLC8,143$1.02M0.42%
RBF Capital, LLC8,000$999.0K0.06%
Strategic Family Wealth Counselors, L.L.C.7,992$998.0K0.33%
Vontobel Holding Ltd.7,284$910.0K0.01%
Janus Henderson Group PLC7,252$906.0K0.00%
Malaga Cove Capital, LLC7,200$899.0K0.39%
Gladstone Institutional Advisory LLC6,600$824.0K0.10%
Janney Montgomery Scott LLC6,510$813.0K0.00%
Advisory Services Network, LLC6,405$800.0K0.03%
Baird Financial Group, Inc.6,286$785.0K0.00%
Triumph Capital Management6,833$773.0K0.45%
D.A. Davidson & Co.5,838$729.0K0.01%
Abacus Planning Group, Inc.5,483$685.0K0.21%
Yale University5,246$655.0K0.22%
Arizona State Retirement System5,157$644.0K0.01%
Monashee Investment Management LLC5,000$625.0K0.07%
BlueCrest Capital Management Ltd4,750$593.0K0.02%
Marshall Wace, LLP4,307$537.0K0.00%
Griffin Asset Management, Inc.4,151$518.0K0.06%
Morse Asset Management, Inc4,125$515.0K0.12%
Parametric Portfolio Associates LLC4,082$510.0K0.00%
Walleye Trading LLC4,032$504.0K0.01%
Blackstone Group Inc.4,028$503.0K0.00%
Raymond James Financial Services Advisors, Inc.3,961$495.0K0.00%
Sante Capital Fund, LP3,956$494.0K0.20%
Lincoln National Corp3,836$479.0K0.01%
ExodusPoint Capital Management, LP3,696$462.0K0.01%
Sigma Planning Corp3,616$452.0K0.01%
L & S Advisors Inc3,540$442.0K0.05%
National Asset Management, Inc.3,515$440.0K0.01%
Verition Fund Management LLC3,419$427.0K0.01%
Gsa Capital Partners LLP3,295$412.0K0.05%
State Board of Administration of Florida Retirement System3,137$392.0K0.00%
Public Employees Retirement Association of Colorado3,087$386.0K0.00%
Alta Wealth Advisors LLC2,893$361.0K0.26%
Creative Planning2,816$352.0K0.00%
HSBC Holdings PLC2,652$349.0K0.00%
JustInvest LLC2,482$310.0K0.03%
NEXT Financial Group, Inc2,473$308.0K0.02%
Laidlaw Wealth Management LLC2,233$279.0K0.07%
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.2,207$276.0K0.00%
Bayesian Capital Management, LP2,200$275.0K0.07%
Edmond de Rothschild Holding S.A.2,155$269.0K0.01%
Quantbot Technologies LP2,130$266.0K0.02%

Sold out (27)

Institutions that held Upstart Holdings, Inc. at the end of Q1 2021 and filed for Q2 2021 without it.

Not filed for Q2 2021 yet (1)

Institutions that held Upstart Holdings, Inc. at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UPST in Q1 2021 that haven't filed for Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Amundi Asset Management US, Inc.266,903$34.4M