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 |
|---|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 3,961 | $495.0K | 0.00% | +3,961 | New |
| Blackstone Group Inc. | 4,028 | $503.0K | 0.00% | +4,028 | New |
| Walleye Trading LLC | 4,032 | $504.0K | 0.01% | +4,032 | New |
| Parametric Portfolio Associates LLC | 4,082 | $510.0K | 0.00% | +4,082 | New |
| Morse Asset Management, Inc | 4,125 | $515.0K | 0.12% | +4,125 | New |
| Griffin Asset Management, Inc. | 4,151 | $518.0K | 0.06% | +4,151 | New |
| Souders Financial Advisors | 4,152 | $519.0K | 0.17% | +190+4.8% | Added |
| Treasurer of the State of North Carolina | 4,280 | $535.0K | 0.00% | −810−15.9% | Reduced |
| Marshall Wace, LLP | 4,307 | $537.0K | 0.00% | +4,307 | New |
| BlueCrest Capital Management Ltd | 4,750 | $593.0K | 0.02% | +4,750 | New |
| Monashee Investment Management LLC | 5,000 | $625.0K | 0.07% | +5,000 | New |
| Arizona State Retirement System | 5,157 | $644.0K | 0.01% | +5,157 | New |
| Yale University | 5,246 | $655.0K | 0.22% | +5,246 | New |
| Abacus Planning Group, Inc. | 5,483 | $685.0K | 0.21% | +5,483 | New |
| Cubist Systematic Strategies, LLC | 5,703 | $712.0K | 0.01% | +1,359+31.3% | Added |
| D.A. Davidson & Co. | 5,838 | $729.0K | 0.01% | +5,838 | New |
| Triumph Capital Management | 6,833 | $773.0K | 0.45% | +6,833 | New |
| Baird Financial Group, Inc. | 6,286 | $785.0K | 0.00% | +6,286 | New |
| Advisory Services Network, LLC | 6,405 | $800.0K | 0.03% | +6,405 | New |
| Janney Montgomery Scott LLC | 6,510 | $813.0K | 0.00% | +6,510 | New |
| Gladstone Institutional Advisory LLC | 6,600 | $824.0K | 0.10% | +6,600 | New |
| Rafferty Asset Management, LLC | 6,957 | $869.0K | 0.01% | −31−0.4% | Reduced |
| Public Employees Retirement System of Ohio | 7,012 | $876.0K | 0.00% | −353−4.8% | Reduced |
| Malaga Cove Capital, LLC | 7,200 | $899.0K | 0.39% | +7,200 | New |
| Janus Henderson Group PLC | 7,252 | $906.0K | 0.00% | +7,252 | New |
| Vontobel Holding Ltd. | 7,284 | $910.0K | 0.01% | +7,284 | New |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $998.0K | 0.33% | +7,992 | New |
| RBF Capital, LLC | 8,000 | $999.0K | 0.06% | +8,000 | New |
| Full18 Capital LLC | 8,143 | $1.02M | 0.42% | +8,143 | New |
| Invesco Ltd. | 8,765 | $1.09M | 0.00% | −6,775−43.6% | Reduced |
| American Century Companies Inc | 9,047 | $1.13M | 0.00% | +9,047 | New |
| Highland Capital Management, LLC | 9,269 | $1.16M | 0.07% | +9,269 | New |
| Legal & General Group Plc | 9,392 | $1.17M | 0.00% | +8,338+791.1% | Added |
| Victory Capital Management Inc | 9,452 | $1.18M | 0.00% | −19,465−67.3% | Reduced |
| AE Wealth Management LLC | 9,724 | $1.22M | 0.01% | +9,724 | New |
| Kamunting Street Capital Management, L.P. | 10,000 | $1.25M | 0.69% | +10,000 | New |
| Weiss Asset Management LP | 10,000 | $1.25M | 0.03% | +10,000 | New |
| Gainplan LLC | 10,136 | $1.26M | 0.50% | +7,636+305.4% | Added |
| SEI Investments Co | 10,136 | $1.27M | 0.00% | +10,136 | New |
| Mercer Global Advisors Inc | 10,155 | $1.27M | 0.01% | +10,155 | New |
| Enlightenment Research, LLC | 11,304 | $1.41M | 1.80% | +11,304 | New |
| IMC-Chicago, LLC | 11,651 | $1.46M | 0.12% | +11,651 | New |
| Hamilton Lane Advisors LLC | 11,739 | $1.47M | 0.46% | +11,739 | New |
| Citigroup Inc | 11,854 | $1.48M | 0.00% | +5,859+97.7% | Added |
| CIBC World Markets Inc. | 11,954 | $1.49M | 0.00% | +11,954 | New |
| Rhumbline Advisers | 12,604 | $1.57M | 0.00% | −1,601−11.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,085 | $1.63M | 0.01% | +10,337+376.2% | Added |
| Macquarie Group Ltd | 13,373 | $1.67M | 0.00% | +13,373 | New |
| Comerica Bank | 8,675 | $1.68M | 0.01% | +8,675 | New |
| Board of Trustees of The Leland Stanford Junior University | 13,619 | $1.70M | 0.16% | +13,619 | New |
| Harel Insurance Investments & Financial Services Ltd. | 4,200 | $1.71M | 0.04% | +4,200 | New |
| New York State Common Retirement Fund | 13,900 | $1.74M | 0.00% | −2,000−12.6% | Reduced |
| American Portfolios Advisors | 14,022 | $1.75M | 0.07% | +7,521+115.7% | Added |
| Raymond James & Associates | 14,164 | $1.77M | 0.00% | +6,602+87.3% | Added |
| Renaissance Capital LLC | 14,300 | $1.79M | 0.28% | +14,300 | New |
| Teacher Retirement System of Texas | 14,501 | $1.81M | 0.01% | +14,501 | New |
| Jupiter Asset Management Ltd | 14,601 | $1.82M | 0.02% | +5,098+53.6% | Added |
| Eos Focused Equity Management, L.P. | 14,752 | $1.84M | 1.57% | +14,752 | New |
| LPL Financial LLC | 14,850 | $1.85M | 0.00% | +11,064+292.2% | Added |
| Squarepoint Ops LLC | 15,894 | $1.99M | 0.01% | +9,304+141.2% | Added |
| Advisor Group Holdings, Inc. | 16,082 | $2.01M | 0.00% | +9,070+129.3% | Added |
| Commonwealth Equity Services, LLC | 16,242 | $2.03M | 0.01% | +11,880+272.4% | Added |
| Alliancebernstein L.P. | 16,686 | $2.08M | 0.00% | +9,846+143.9% | Added |
| Clear Street Markets LLC | 18,800 | $2.35M | 0.50% | +18,800 | New |
| Oppenheimer Asset Management Inc. | 20,019 | $2.50M | 0.04% | −232−1.1% | Reduced |
| Wells Fargo & Company | 20,429 | $2.55M | 0.00% | +19,185+1,542.2% | Added |
| Bluefin Capital Management, LLC | 20,800 | $2.60M | 0.18% | +20,800 | New |
| State of New Jersey Common Pension Fund D | 20,808 | $2.60M | 0.01% | +20,808 | New |
| Boothbay Fund Management, LLC | 20,845 | $2.60M | 0.11% | +20,845 | New |
| California State Teachers Retirement System | 21,395 | $2.67M | 0.00% | −3,080−12.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 21,700 | $2.71M | 0.03% | +21,700 | New |
| Advisory Research Inc | 21,960 | $2.74M | 0.18% | +14,371+189.4% | Added |
| UBS Asset Management Americas Inc | 22,732 | $2.84M | 0.00% | +22,732 | New |
| Railway Pension Investments Ltd | 23,234 | $2.90M | 0.02% | +23,234 | New |
| AtonRa Partners | 23,354 | $2.92M | 1.07% | +7,109+43.8% | Added |
| ACT Capital Management, LLC | 24,800 | $3.10M | 1.59% | +24,800 | New |
| Dumac, Inc. | 26,207 | $3.27M | 3.68% | +26,207 | New |
| JPMorgan Chase & Co | 26,342 | $3.29M | 0.00% | +7,360+38.8% | Added |
| Occudo Quantitative Strategies LP | 28,050 | $3.50M | 0.54% | +28,050 | New |
| Millennium Management LLC | 28,528 | $3.56M | 0.00% | +24,018+532.5% | Added |
| Royal Bank of Canada | 29,489 | $3.68M | 0.00% | +18,968+180.3% | Added |
| Wolverine Trading, LLC | 31,218 | $3.84M | 0.10% | +15,088+93.5% | Added |
| Paradiem, LLC | 19,980 | $4.06M | 1.26% | +19,980 | New |
| Pathway Capital Management, LP | 32,780 | $4.09M | 1.63% | +32,780 | New |
| Battery Management Corp. | 33,519 | $4.19M | 0.23% | +33,519 | New |
| Point72 Hong Kong Ltd | 34,610 | $4.32M | 0.30% | +32,526+1,560.7% | Added |
| Voloridge Investment Management, LLC | 34,686 | $4.33M | 0.03% | +34,686 | New |
| Tower Research Capital LLC (TRC) | 36,078 | $4.51M | 0.12% | +33,914+1,567.2% | Added |
| First Trust Advisors LP | 39,637 | $4.95M | 0.01% | +39,637 | New |
| Bank of New York Mellon Corp | 39,922 | $4.99M | 0.00% | +13,725+52.4% | Added |
| Truist Financial Corp | 40,754 | $5.09M | 0.01% | −1,083−2.6% | Reduced |
| Qube Research & Technologies Ltd | 40,944 | $5.11M | 0.06% | +40,944 | New |
| Swiss National Bank | 41,800 | $5.22M | 0.00% | +41,800 | New |
| Virtu Financial LLC | 43,268 | $5.40M | 0.53% | +43,268 | New |
| HarbourVest Partners LLC | 45,251 | $5.65M | 0.54% | +45,251 | New |
| Tudor Investment Corp Et Al | 49,832 | $6.22M | 0.13% | +43,446+680.3% | Added |
| UBS Group AG | 51,152 | $6.39M | 0.00% | +43,479+566.6% | Added |
| Franklin Resources Inc | 51,576 | $6.44M | 0.00% | +51,576 | New |
| Group One Trading, L.P. | 52,155 | $6.51M | 0.12% | +52,155 | New |
| Nuveen Asset Management, LLC | 52,394 | $6.54M | 0.00% | +3,888+8.0% | Added |