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 |
|---|---|---|---|---|---|
| Nomura Holdings Inc | 52,857 | $6.61M | 0.05% | +23,857+82.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 53,679 | $6.71M | 0.02% | +53,679 | New |
| Penserra Capital Management LLC | 56,720 | $7.08M | 0.13% | +55,934+7,116.3% | Added |
| Envestnet Asset Management Inc | 57,225 | $7.15M | 0.00% | +1,789+3.2% | Added |
| Polar Capital Holdings Plc | 60,000 | $7.49M | 0.04% | +60,000 | New |
| Bank of Montreal | 64,076 | $7.96M | 0.00% | +63,966+58,150.9% | Added |
| One Wealth Advisors, LLC | 66,000 | $8.24M | 2.61% | +66,000 | New |
| Credit Suisse AG | 70,995 | $8.87M | 0.01% | +70,995 | New |
| Neuberger Berman Group LLC | 71,547 | $8.94M | 0.01% | −19,777−21.7% | Reduced |
| Ergoteles LLC | 75,421 | $9.42M | 0.22% | +75,421 | New |
| EMJ Capital Ltd. | 80,500 | $10.1M | 16.47% | −120,198−59.9% | Reduced |
| Simplex Trading, LLC | 84,211 | $10.5M | 0.38% | +77,298+1,118.2% | Added |
| Northern Trust Corp | 84,553 | $10.6M | 0.00% | +10,816+14.7% | Added |
| Norges Bank | 86,908 | $10.9M | 0.00% | +86,908 | New |
| Carnegie Capital Asset Management, LLC | 89,470 | $11.2M | 0.42% | −1,855−2.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 97,226 | $12.1M | 0.08% | +97,226 | New |
| Cutler Group LP | 109,474 | $13.7M | 1.01% | +60,221+122.3% | Added |
| State of Tennessee, Treasury Department | 110,416 | $13.8M | 0.05% | +110,416 | New |
| Charles Schwab Investment Management Inc | 118,880 | $14.8M | 0.00% | +33,896+39.9% | Added |
| US Bancorp | 130,400 | $16.3M | 0.03% | +130,200+65,100.0% | Added |
| Goldman Sachs Group Inc | 131,213 | $16.4M | 0.00% | +125,844+2,343.9% | Added |
| Collaborative Holdings Management LP | 139,000 | $17.4M | 8.39% | +131,000+1,637.5% | Added |
| Pictet Asset Management Ltd | 148,777 | $18.6M | 0.02% | −48,440−24.6% | Reduced |
| Regents of the University of California | 149,031 | $18.6M | 2.38% | +149,031 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 150,208 | $18.8M | 0.34% | −450,000−75.0% | Reduced |
| Citadel Advisors LLC | 172,413 | $21.5M | 0.02% | +161,992+1,554.5% | Added |
| Tiff Advisory Services Inc | 142,453 | $21.5M | 6.14% | +142,453 | New |
| Atika Capital Management LLC | 191,000 | $23.9M | 1.98% | +191,000 | New |
| Point72 Asset Management, L.P. | 192,100 | $24.0M | 0.12% | +192,100 | New |
| Capital World Investors | 200,000 | $25.0M | 0.00% | 00.0% | Unchanged |
| Consolidated Investment Group LLC | 222,214 | $27.8M | 4.61% | +222,214 | New |
| Bank of America Corp | 229,714 | $28.7M | 0.00% | +110,152+92.1% | Added |
| Geode Capital Management, LLC | 234,126 | $29.2M | 0.00% | +35,309+17.8% | Added |
| Susquehanna International Group, LLP | 242,106 | $30.2M | 0.03% | +242,106 | New |
| 1832 Asset Management L.P. | 261,700 | $31.8M | 0.06% | +261,700 | New |
| State Street Corp | 282,713 | $35.3M | 0.00% | +161,641+133.5% | Added |
| NEA Management Company, LLC | 287,092 | $35.9M | 0.47% | −286,092−49.9% | Reduced |
| Capital International Investors | 352,465 | $44.0M | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 362,496 | $45.3M | 0.11% | +305,801+539.4% | Added |
| Robeco Institutional Asset Management B.V. | 445,000 | $55.6M | 0.12% | +80,000+21.9% | Added |
| Ameriprise Financial Inc | 495,708 | $61.9M | 0.02% | −280,445−36.1% | Reduced |
| BlackRock Inc. | 613,850 | $76.7M | 0.00% | +21,256+3.6% | Added |
| KPCB XV Associates, LLC | 635,841 | $79.4M | 35.45% | −211,947−25.0% | Reduced |
| Kuvari Partners LLP | 649,829 | $81.2M | 31.80% | +649,829 | New |
| Renaissance Technologies LLC | 668,000 | $83.4M | 0.10% | +668,000 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 1,122,149 | $140.2M | 0.31% | −1,100,000−49.5% | Reduced |
| D. E. Shaw & Co., Inc. | 1,349,652 | $168.6M | 0.19% | +1,298,832+2,555.7% | Added |
| Morgan Stanley | 1,400,657 | $174.9M | 0.02% | −1,130,067−44.7% | Reduced |
| Vanguard Group Inc | 1,424,490 | $177.9M | 0.00% | +468,613+49.0% | Added |
| Vulcan Value Partners, LLC | 1,521,104 | $190.0M | 1.03% | +538,016+54.7% | Added |
| Fred Alger Management, LLC | 1,890,075 | $236.1M | 0.56% | +288,710+18.0% | Added |
| BIT Capital GmbH | 2,190,486 | $273.6M | 16.10% | +1,037,857+90.0% | Added |
| VK Services, LLC | 5,248,588 | $572.2M | 18.79% | 00.0% | Unchanged |
| Third Point LLCSuperinvestorThird Point | 13,381,222 | $1.67B | 9.78% | 00.0% | Unchanged |
| Stone Ridge Asset Management LLC | 0 | $0 | 0.00% | −3,685,913−100.0% | Sold out |
| First Round Capital Management III, LLC | 0 | $0 | 0.00% | −2,915,614−100.0% | Sold out |
| Alphabet Inc. | 0 | $0 | 0.00% | −832,423−100.0% | Sold out |
| Founders Fund IV Management, LLC | 0 | $0 | 0.00% | −513,425−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Cowen and Company, LLC | 0 | $0 | 0.00% | −100,400−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −21,958−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −14,945−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Sassicaia Capital Advisers LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −4,371−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −3,891−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −3,352−100.0% | Sold out |
| Kore Private Wealth LLC | 0 | $0 | 0.00% | −2,508−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −1,782−100.0% | Sold out |
| Financial Architects, Inc | 0 | $0 | 0.00% | −1,768−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −530−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Institutional & Family Asset Management, LLC | 0 | $0 | 0.00% | −141−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Private Ocean, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Amundi Asset Management US, Inc. | – | – | – | – | Not filed |