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 & Associates | 14,164 | $1.77M | 0.00% | +6,602+87.3% | Added |
| American Portfolios Advisors | 14,022 | $1.75M | 0.07% | +7,521+115.7% | Added |
| New York State Common Retirement Fund | 13,900 | $1.74M | 0.00% | −2,000−12.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 4,200 | $1.71M | 0.04% | +4,200 | New |
| Board of Trustees of The Leland Stanford Junior University | 13,619 | $1.70M | 0.16% | +13,619 | New |
| Comerica Bank | 8,675 | $1.68M | 0.01% | +8,675 | New |
| Macquarie Group Ltd | 13,373 | $1.67M | 0.00% | +13,373 | New |
| Cambridge Investment Research Advisors, Inc. | 13,085 | $1.63M | 0.01% | +10,337+376.2% | Added |
| Rhumbline Advisers | 12,604 | $1.57M | 0.00% | −1,601−11.3% | Reduced |
| CIBC World Markets Inc. | 11,954 | $1.49M | 0.00% | +11,954 | New |
| Citigroup Inc | 11,854 | $1.48M | 0.00% | +5,859+97.7% | Added |
| Hamilton Lane Advisors LLC | 11,739 | $1.47M | 0.46% | +11,739 | New |
| IMC-Chicago, LLC | 11,651 | $1.46M | 0.12% | +11,651 | New |
| Enlightenment Research, LLC | 11,304 | $1.41M | 1.80% | +11,304 | New |
| Mercer Global Advisors Inc | 10,155 | $1.27M | 0.01% | +10,155 | New |
| SEI Investments Co | 10,136 | $1.27M | 0.00% | +10,136 | New |
| Gainplan LLC | 10,136 | $1.26M | 0.50% | +7,636+305.4% | Added |
| 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 |
| AE Wealth Management LLC | 9,724 | $1.22M | 0.01% | +9,724 | New |
| Victory Capital Management Inc | 9,452 | $1.18M | 0.00% | −19,465−67.3% | Reduced |
| Legal & General Group Plc | 9,392 | $1.17M | 0.00% | +8,338+791.1% | Added |
| Highland Capital Management, LLC | 9,269 | $1.16M | 0.07% | +9,269 | New |
| American Century Companies Inc | 9,047 | $1.13M | 0.00% | +9,047 | New |
| Invesco Ltd. | 8,765 | $1.09M | 0.00% | −6,775−43.6% | Reduced |
| Full18 Capital LLC | 8,143 | $1.02M | 0.42% | +8,143 | New |
| RBF Capital, LLC | 8,000 | $999.0K | 0.06% | +8,000 | New |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $998.0K | 0.33% | +7,992 | New |
| Vontobel Holding Ltd. | 7,284 | $910.0K | 0.01% | +7,284 | New |
| Janus Henderson Group PLC | 7,252 | $906.0K | 0.00% | +7,252 | New |
| Malaga Cove Capital, LLC | 7,200 | $899.0K | 0.39% | +7,200 | New |
| Public Employees Retirement System of Ohio | 7,012 | $876.0K | 0.00% | −353−4.8% | Reduced |
| Rafferty Asset Management, LLC | 6,957 | $869.0K | 0.01% | −31−0.4% | Reduced |
| Gladstone Institutional Advisory LLC | 6,600 | $824.0K | 0.10% | +6,600 | New |
| Janney Montgomery Scott LLC | 6,510 | $813.0K | 0.00% | +6,510 | New |
| Advisory Services Network, LLC | 6,405 | $800.0K | 0.03% | +6,405 | New |
| Baird Financial Group, Inc. | 6,286 | $785.0K | 0.00% | +6,286 | New |
| Triumph Capital Management | 6,833 | $773.0K | 0.45% | +6,833 | New |
| D.A. Davidson & Co. | 5,838 | $729.0K | 0.01% | +5,838 | New |
| Cubist Systematic Strategies, LLC | 5,703 | $712.0K | 0.01% | +1,359+31.3% | Added |
| Abacus Planning Group, Inc. | 5,483 | $685.0K | 0.21% | +5,483 | New |
| Yale University | 5,246 | $655.0K | 0.22% | +5,246 | New |
| Arizona State Retirement System | 5,157 | $644.0K | 0.01% | +5,157 | New |
| Monashee Investment Management LLC | 5,000 | $625.0K | 0.07% | +5,000 | New |
| BlueCrest Capital Management Ltd | 4,750 | $593.0K | 0.02% | +4,750 | New |
| Marshall Wace, LLP | 4,307 | $537.0K | 0.00% | +4,307 | New |
| Treasurer of the State of North Carolina | 4,280 | $535.0K | 0.00% | −810−15.9% | Reduced |
| Souders Financial Advisors | 4,152 | $519.0K | 0.17% | +190+4.8% | Added |
| Griffin Asset Management, Inc. | 4,151 | $518.0K | 0.06% | +4,151 | New |
| Morse Asset Management, Inc | 4,125 | $515.0K | 0.12% | +4,125 | New |
| Parametric Portfolio Associates LLC | 4,082 | $510.0K | 0.00% | +4,082 | New |
| Walleye Trading LLC | 4,032 | $504.0K | 0.01% | +4,032 | New |
| Blackstone Group Inc. | 4,028 | $503.0K | 0.00% | +4,028 | New |
| Voya Investment Management LLC | 3,962 | $495.0K | 0.00% | +1,441+57.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 3,961 | $495.0K | 0.00% | +3,961 | New |
| Sante Capital Fund, LP | 3,956 | $494.0K | 0.20% | +3,956 | New |
| Lincoln National Corp | 3,836 | $479.0K | 0.01% | +3,836 | New |
| ExodusPoint Capital Management, LP | 3,696 | $462.0K | 0.01% | +3,696 | New |
| Sigma Planning Corp | 3,616 | $452.0K | 0.01% | +3,616 | New |
| L & S Advisors Inc | 3,540 | $442.0K | 0.05% | +3,540 | New |
| National Asset Management, Inc. | 3,515 | $440.0K | 0.01% | +3,515 | New |
| Oxbow Advisors, LLC | 3,501 | $437.0K | 0.05% | −399−10.2% | Reduced |
| Verition Fund Management LLC | 3,419 | $427.0K | 0.01% | +3,419 | New |
| Gsa Capital Partners LLP | 3,295 | $412.0K | 0.05% | +3,295 | New |
| State Board of Administration of Florida Retirement System | 3,137 | $392.0K | 0.00% | +3,137 | New |
| Public Employees Retirement Association of Colorado | 3,087 | $386.0K | 0.00% | +3,087 | New |
| Wealth Advisors, Inc. | 3,145 | $383.0K | 0.14% | +924+41.6% | Added |
| Alta Wealth Advisors LLC | 2,893 | $361.0K | 0.26% | +2,893 | New |
| Creative Planning | 2,816 | $352.0K | 0.00% | +2,816 | New |
| Steward Partners Investment Advisory, LLC | 2,806 | $350.0K | 0.01% | +2,456+701.7% | Added |
| HSBC Holdings PLC | 2,652 | $349.0K | 0.00% | +2,652 | New |
| CIBC Asset Management Inc | 2,700 | $337.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,512 | $314.0K | 0.00% | −5,286−67.8% | Reduced |
| JustInvest LLC | 2,482 | $310.0K | 0.03% | +2,482 | New |
| NEXT Financial Group, Inc | 2,473 | $308.0K | 0.02% | +2,473 | New |
| Amalgamated Bank | 2,359 | $295.0K | 0.00% | +521+28.3% | Added |
| Laidlaw Wealth Management LLC | 2,233 | $279.0K | 0.07% | +2,233 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,207 | $276.0K | 0.00% | +2,207 | New |
| Bayesian Capital Management, LP | 2,200 | $275.0K | 0.07% | +2,200 | New |
| Edmond de Rothschild Holding S.A. | 2,155 | $269.0K | 0.01% | +2,155 | New |
| Quantbot Technologies LP | 2,130 | $266.0K | 0.02% | +2,130 | New |
| Perennial Investment Advisors, LLC | 2,117 | $264.0K | 0.10% | +2,117 | New |
| STRS Ohio | 2,024 | $252.0K | 0.00% | +2,024 | New |
| XTX Topco Ltd | 2,004 | $250.0K | 0.08% | +2,004 | New |
| Rollins Financial | 2,000 | $250.0K | 0.09% | +2,000 | New |
| Lazard Asset Management LLC | 2,000 | $249.0K | 0.00% | +2,000 | New |
| Rossmore Private Capital | 1,979 | $247.0K | 0.04% | −171−8.0% | Reduced |
| Leonteq Securities AG | 1,971 | $246.2K | 0.02% | +1,511+328.5% | Added |
| Bridgefront Capital, LLC | 1,973 | $246.0K | 0.09% | +1,973 | New |
| Menard Financial Group LLC | 1,972 | $246.0K | 0.23% | +1,972 | New |
| Rockefeller Capital Management L.P. | 1,935 | $241.0K | 0.00% | +1,935 | New |
| Centiva Capital, LP | 1,919 | $240.0K | 0.02% | +1,919 | New |
| Cetera Investment Advisers | 1,904 | $238.0K | 0.00% | +1,904 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,897 | $237.0K | 0.00% | +1,897 | New |
| Sawtooth Solutions, LLC | 1,877 | $234.0K | 0.05% | +1,877 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 1,832 | $229.0K | 0.07% | +1,832 | New |
| Harbour Capital Advisors, LLC | 1,815 | $227.0K | 0.06% | +1,815 | New |
| CIBC Private Wealth Group, LLC | 1,771 | $221.0K | 0.00% | +1,771 | New |
| Douglas Lane & Associates, LLC | 1,710 | $214.0K | 0.00% | +1,710 | New |
| Legacy Advisors, LLC | 1,710 | $214.0K | 0.09% | +1,710 | New |