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, Q3 2021
Institutional positions in Upstart Holdings, Inc. as of Sep 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
- 428
- +176 vs. Q2 2021
- Shares held
- 43.6M
- +3.06M (+7.6%) vs. Q2 2021
- Total value
- $13.3B
- +$8.30B (+166.7%) vs. Q2 2021
- New holders
- 228
- 115 more added
- Sold out
- 52
- 59 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Upstart Holdings, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Third Point LLCSuperinvestorThird Point | 12,400,000 | $3.92B | 21.42% | −981,222−7.3% | Reduced |
| Vanguard Group Inc | 4,430,290 | $1.40B | 0.03% | +3,005,800+211.0% | Added |
| Vulcan Value Partners, LLC | 4,250,461 | $1.35B | 7.23% | +2,729,357+179.4% | Added |
| Fred Alger Management, LLC | 2,139,039 | $676.9M | 1.61% | +248,964+13.2% | Added |
| BlackRock Inc. | 1,773,042 | $561.1M | 0.02% | +1,159,192+188.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,207,871 | $382.2M | 0.97% | +1,154,192+2,150.2% | Added |
| BIT Capital GmbH | 1,207,571 | $382.1M | 22.24% | −982,915−44.9% | Reduced |
| VK Services, LLC | 2,478,297 | $299.3M | 6.76% | −2,770,291−52.8% | Reduced |
| Renaissance Technologies LLC | 922,900 | $292.0M | 0.38% | +254,900+38.2% | Added |
| Whale Rock Capital Management LLC | 829,995 | $262.6M | 1.72% | +829,995 | New |
| Two Sigma Investments, LP | 696,271 | $220.3M | 0.59% | +696,271 | New |
| State Street Corp | 679,868 | $215.1M | 0.01% | +397,155+140.5% | Added |
| D. E. Shaw & Co., Inc. | 646,233 | $204.5M | 0.26% | −703,419−52.1% | Reduced |
| Geode Capital Management, LLC | 597,699 | $189.1M | 0.03% | +363,573+155.3% | Added |
| 1832 Asset Management L.P. | 563,100 | $178.9M | 0.34% | +301,400+115.2% | Added |
| Two Sigma Advisers, LP | 531,900 | $168.3M | 0.44% | +531,900 | New |
| Capital International Investors | 352,465 | $111.5M | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 339,343 | $107.4M | 0.14% | +97,237+40.2% | Added |
| Northern Trust Corp | 313,215 | $99.1M | 0.02% | +228,662+270.4% | Added |
| Morgan Stanley | 283,747 | $89.8M | 0.01% | −1,116,910−79.7% | Reduced |
| Atika Capital Management LLC | 272,000 | $86.1M | 6.13% | +81,000+42.4% | Added |
| Voloridge Investment Management, LLC | 251,103 | $79.5M | 0.51% | +216,417+623.9% | Added |
| Charles Schwab Investment Management Inc | 242,225 | $76.7M | 0.03% | +123,345+103.8% | Added |
| Norges Bank | 235,015 | $74.4M | 0.02% | +148,107+170.4% | Added |
| Bank of America Corp | 226,734 | $71.7M | 0.01% | −2,980−1.3% | Reduced |
| Consolidated Investment Group LLC | 222,214 | $70.3M | 11.02% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 215,000 | $68.0M | 0.15% | −230,000−51.7% | Reduced |
| Jane Street Group, LLC | 187,008 | $59.2M | 0.15% | −175,488−48.4% | Reduced |
| Price T Rowe Associates Inc | 152,567 | $48.3M | 0.00% | +152,567 | New |
| Millennium Management LLC | 145,524 | $46.0M | 0.06% | +116,996+410.1% | Added |
| Amundi | 137,381 | $43.5M | 0.03% | +137,381 | New |
| Nuveen Asset Management, LLC | 138,408 | $42.0M | 0.01% | +86,014+164.2% | Added |
| Deutsche Bank AG | 127,596 | $40.4M | 0.02% | +126,546+12,052.0% | Added |
| Bank of New York Mellon Corp | 123,673 | $39.1M | 0.01% | +83,751+209.8% | Added |
| Bank of Montreal | 121,884 | $39.1M | 0.02% | +57,808+90.2% | Added |
| Carnegie Capital Asset Management, LLC | 99,741 | $31.6M | 1.19% | +10,271+11.5% | Added |
| California Public Employees Retirement System | 98,759 | $31.3M | 0.02% | +98,759 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 93,525 | $29.6M | 0.07% | −1,028,624−91.7% | Reduced |
| Lord, Abbett & Co. LLC | 93,034 | $29.4M | 0.07% | +93,034 | New |
| Pictet Asset Management SA | 92,851 | $29.4M | 0.03% | +92,851 | New |
| Fuller & Thaler Asset Management, Inc. | 92,794 | $29.4M | 0.19% | −4,432−4.6% | Reduced |
| EMJ Capital Ltd. | 91,600 | $29.0M | 31.64% | +11,100+13.8% | Added |
| Credit Suisse AG | 91,546 | $29.0M | 0.02% | +20,551+28.9% | Added |
| First Trust Advisors LP | 87,921 | $27.8M | 0.03% | +48,284+121.8% | Added |
| Citadel Advisors LLC | 79,367 | $25.1M | 0.03% | −93,046−54.0% | Reduced |
| Regents of the University of California | 78,438 | $24.8M | 2.92% | −70,593−47.4% | Reduced |
| Neuberger Berman Group LLC | 69,038 | $21.8M | 0.02% | −2,509−3.5% | Reduced |
| SEI Investments Co | 68,245 | $21.6M | 0.05% | +58,109+573.3% | Added |
| Invesco Ltd. | 68,103 | $21.6M | 0.01% | +59,338+677.0% | Added |
| Wolverine Trading, LLC | 65,891 | $21.1M | 0.43% | +34,673+111.1% | Added |
| Legal & General Group Plc | 63,306 | $20.0M | 0.01% | +53,914+574.0% | Added |
| UBS Group AG | 58,506 | $18.5M | 0.01% | +7,354+14.4% | Added |
| California State Teachers Retirement System | 58,160 | $18.4M | 0.02% | +36,765+171.8% | Added |
| Cutler Group LP | 57,210 | $18.1M | 1.38% | −52,264−47.7% | Reduced |
| Ameriprise Financial Inc | 56,517 | $17.9M | 0.01% | −439,191−88.6% | Reduced |
| Andra AP-fonden | 53,451 | $16.9M | 0.35% | +53,451 | New |
| State of Tennessee, Treasury Department | 52,292 | $16.5M | 0.06% | −58,124−52.6% | Reduced |
| State of Michigan Retirement System | 51,885 | $16.4M | 0.09% | +51,885 | New |
| New York State Common Retirement Fund | 51,500 | $16.3M | 0.02% | +37,600+270.5% | Added |
| First Republic Investment Management, Inc. | 50,707 | $16.0M | 0.04% | +50,707 | New |
| Capital World Investors | 50,000 | $15.8M | 0.00% | −150,000−75.0% | Reduced |
| PEAK6 Investments LLC | 49,086 | $15.5M | 0.31% | +49,086 | New |
| Wells Fargo & Company | 45,548 | $14.4M | 0.00% | +25,119+123.0% | Added |
| Swiss National Bank | 42,500 | $13.4M | 0.01% | +700+1.7% | Added |
| Rhumbline Advisers | 41,759 | $13.2M | 0.02% | +29,155+231.3% | Added |
| UBS Asset Management Americas Inc | 38,917 | $12.3M | 0.01% | +16,185+71.2% | Added |
| LPL Financial LLC | 37,865 | $12.0M | 0.01% | +23,015+155.0% | Added |
| JPMorgan Chase & Co | 37,671 | $11.9M | 0.00% | +11,329+43.0% | Added |
| Royal Bank of Canada | 37,435 | $11.8M | 0.00% | +7,946+26.9% | Added |
| Liontrust Investment Partners LLP | 37,000 | $11.7M | 0.16% | +37,000 | New |
| Citigroup Inc | 36,793 | $11.6M | 0.01% | +24,939+210.4% | Added |
| Scout Investments, Inc. | 35,037 | $11.1M | 0.17% | +35,037 | New |
| HSBC Holdings PLC | 33,980 | $10.8M | 0.01% | +31,328+1,181.3% | Added |
| Mark Asset Management LP | 34,000 | $10.8M | 1.62% | +34,000 | New |
| Acadian Asset Management LLC | 33,898 | $10.7M | 0.04% | +33,898 | New |
| Battery Management Corp. | 33,519 | $10.6M | 0.49% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 33,404 | $10.6M | 0.00% | −97,809−74.5% | Reduced |
| E. Ohman J:or Asset Management AB | 32,700 | $10.3M | 0.33% | +32,700 | New |
| Federated Hermes, Inc. | 31,718 | $10.0M | 0.02% | +31,718 | New |
| Simplex Trading, LLC | 80,962 | $10.0M | 0.36% | −3,249−3.9% | Reduced |
| Penserra Capital Management LLC | 31,602 | $10.0M | 0.21% | −25,118−44.3% | Reduced |
| Victory Capital Management Inc | 31,363 | $9.93M | 0.01% | +21,911+231.8% | Added |
| Ci Investments Inc. | 31,293 | $9.90M | 0.04% | +31,293 | New |
| State Board of Administration of Florida Retirement System | 30,450 | $9.64M | 0.02% | +27,313+870.7% | Added |
| Kuvari Partners LLP | 29,705 | $9.40M | 15.02% | −620,124−95.4% | Reduced |
| Commonwealth Equity Services, LLC | 28,702 | $9.08M | 0.02% | +12,460+76.7% | Added |
| Advisor Group Holdings, Inc. | 28,046 | $8.87M | 0.02% | +11,964+74.4% | Added |
| Aubrey Capital Management Ltd | 27,200 | $8.61M | 2.71% | +27,200 | New |
| Public Employees Retirement System of Ohio | 25,173 | $7.97M | 0.03% | +18,161+259.0% | Added |
| AtonRa Partners | 23,852 | $7.55M | 2.52% | +498+2.1% | Added |
| US Bancorp | 23,785 | $7.53M | 0.01% | −106,615−81.8% | Reduced |
| Railway Pension Investments Ltd | 23,234 | $7.35M | 0.06% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 22,925 | $7.25M | 0.09% | +22,925 | New |
| Rafferty Asset Management, LLC | 21,649 | $6.85M | 0.05% | +14,692+211.2% | Added |
| Renaissance Capital LLC | 21,607 | $6.84M | 1.38% | +7,307+51.1% | Added |
| Raymond James & Associates | 21,058 | $6.66M | 0.01% | +6,894+48.7% | Added |
| Parametric Portfolio Associates LLC | 20,746 | $6.57M | 0.00% | +16,664+408.2% | Added |
| Nomura Holdings Inc | 21,335 | $6.37M | 0.05% | −31,522−59.6% | Reduced |
| ClariVest Asset Management LLC | 19,406 | $6.14M | 0.20% | +19,406 | New |
| Alliancebernstein L.P. | 18,776 | $5.94M | 0.00% | +2,090+12.5% | Added |