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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.

Q3 2021 vs. Q2 2021

How the institutions holding Upstart Holdings, Inc. changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of UPST: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders2542428+176
Shares40.7M150.8K43.6M+3.06M (+7.6%)
Value$5.00B$18.8M$13.3B+$8.30B (+166.7%)

2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (228)

Institutions that held Upstart Holdings, Inc. at the end of Q3 2021 but not at the end of Q2 2021.

Showing the largest 100 of 228 by value.

Institutions new to UPST in Q3 2021
InstitutionSharesValue% of portfolio
Whale Rock Capital Management LLC829,995$262.6M1.72%
Two Sigma Investments, LP696,271$220.3M0.59%
Two Sigma Advisers, LP531,900$168.3M0.44%
Price T Rowe Associates Inc152,567$48.3M0.00%
Amundi137,381$43.5M0.03%
California Public Employees Retirement System98,759$31.3M0.02%
Lord, Abbett & Co. LLC93,034$29.4M0.07%
Pictet Asset Management SA92,851$29.4M0.03%
Andra AP-fonden53,451$16.9M0.35%
State of Michigan Retirement System51,885$16.4M0.09%
First Republic Investment Management, Inc.50,707$16.0M0.04%
PEAK6 Investments LLC49,086$15.5M0.31%
Liontrust Investment Partners LLP37,000$11.7M0.16%
Scout Investments, Inc.35,037$11.1M0.17%
Mark Asset Management LP34,000$10.8M1.62%
Acadian Asset Management LLC33,898$10.7M0.04%
E. Ohman J:or Asset Management AB32,700$10.3M0.33%
Federated Hermes, Inc.31,718$10.0M0.02%
Ci Investments Inc.31,293$9.90M0.04%
Aubrey Capital Management Ltd27,200$8.61M2.71%
Driehaus Capital Management LLC22,925$7.25M0.09%
ClariVest Asset Management LLC19,406$6.14M0.20%
TCI Wealth Advisors, Inc.18,597$5.88M0.92%
Capitolis Advisors LLC14,788$5.67M0.05%
Mission Creek Capital Partners, Inc.17,529$5.55M1.03%
PDT Partners, LLC15,380$4.87M0.35%
Atlas Principals, LLC15,000$4.75M4.17%
Natixis14,937$4.73M0.02%
Crestline Management, LP12,700$4.02M0.38%
Mezzasalma Advisors, LLC11,439$3.62M2.03%
Concorde Asset Management, LLC10,507$3.33M1.92%
Coastal Bridge Advisors, LLC10,000$3.16M0.73%
Stonnington Group, LLC9,170$2.85M0.64%
Jump Financial, LLC8,300$2.63M0.19%
Russell Investments Group, Ltd.7,496$2.40M0.00%
Ieq Capital, LLC7,215$2.28M0.06%
SlateStone Wealth, LLC6,969$2.21M0.50%
LMR Partners LLP6,814$2.16M0.03%
Harbor Financial Services, LLC6,634$2.10M0.92%
Utah Retirement Systems6,347$2.01M0.03%
Independent Financial Group, LLC6,166$1.95M0.20%
State of Wisconsin Investment Board5,651$1.79M0.00%
Orion Capital Management LLC5,650$1.79M1.08%
Independent Solutions Wealth Management, LLC5,439$1.72M0.43%
EAM Global Investors LLC5,316$1.68M0.40%
Washburn Capital Management, Inc.5,200$1.65M1.08%
GWM Advisors LLC5,114$1.62M0.04%
Xponance, Inc.5,066$1.60M0.03%
DekaBank Deutsche Girozentrale5,000$1.59M0.00%
Benjamin F. Edwards & Company, Inc.4,983$1.58M0.08%
Principal Financial Group Inc4,634$1.47M0.00%
Caption Management, LLC4,550$1.44M0.09%
LifePro Asset Management4,505$1.43M0.43%
Aft, Forsyth & Company, Inc.4,400$1.39M0.75%
Bokf, NA4,385$1.39M0.02%
Bank of Hawaii3,971$1.26M0.07%
ProShare Advisors LLC3,968$1.26M0.00%
Walleye Capital LLC3,735$1.18M0.04%
Nwam LLC3,715$1.18M0.11%
Stratos Wealth Partners, LTD.3,664$1.16M0.03%
Maryland State Retirement & Pension System3,435$1.10M0.03%
Dimensional Fund Advisors LP3,283$1.04M0.00%
Verdence Capital Advisors LLC3,199$1.01M0.13%
Kovack Advisors, Inc.3,155$998.0K0.11%
Graticule Asia Macro Advisors LLC3,140$994.0K0.19%
Kaizen Financial Strategies3,100$981.0K0.79%
HighTower Advisors, LLC3,019$959.0K0.00%
Inscription Capital, LLC3,000$949.0K0.30%
Paloma Partners Management Co2,985$944.0K0.04%
Golden Green, Inc.2,952$934.0K0.73%
APG Asset Management N.V.3,200$874.0K0.00%
Advisors Asset Management, Inc.2,705$856.0K0.01%
Private Advisor Group, LLC2,671$845.0K0.01%
Vivid Financial Management, Inc.2,485$786.0K0.32%
Illinois Municipal Retirement Fund2,356$746.0K0.03%
Hillsdale Investment Management Inc.2,300$728.0K0.06%
Cypress Point Wealth Management, LLC2,296$727.0K0.52%
Cetera Advisor Networks LLC2,264$716.0K0.01%
Samson Rock Capital LLP2,240$709.0K0.45%
Gotham Asset Management, LLC2,084$659.0K0.03%
Moloney Securities Asset Management, LLC2,057$651.0K0.12%
Manufacturers Life Insurance Company, The2,016$638.0K0.00%
Engineers Gate Manager LP1,933$612.0K0.03%
Two Sigma Securities, LLC1,923$609.0K0.13%
First Foundation Advisors1,920$608.0K0.02%
Teamwork Financial Advisors, LLC1,921$608.0K0.12%
Exchange Traded Concepts, LLC1,890$598.0K0.02%
Toroso Investments, LLC1,873$593.0K0.02%
Algert Global LLC1,855$587.0K0.08%
B. Riley Wealth Management, Inc.1,775$562.0K0.04%
Camden Capital, LLC1,755$555.0K0.11%
Avantax Advisory Services, Inc.1,743$550.0K0.01%
Stephens Inc1,621$513.0K0.01%
Jasper Ridge Partners, L.P.1,620$513.0K0.02%
Mount Yale Investment Advisors, LLC1,619$512.0K0.06%
Essex LLC1,600$506.0K0.14%
Purus Wealth Management, LLC1,558$493.0K0.34%
Prospera Financial Services Inc1,512$478.0K0.02%
SkyView Investment Advisors, LLC1,500$475.0K0.13%
Capital Asset Advisory Services LLC1,495$473.0K0.05%

Sold out (52)

Institutions that held Upstart Holdings, Inc. at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of UPST in Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
KPCB XV Associates, LLC635,841$79.4M
NEA Management Company, LLC287,092$35.9M
Point72 Asset Management, L.P.192,100$24.0M
Tiff Advisory Services Inc142,453$21.5M
Soros Fund Management LLCSuperinvestorSoros Fund Management150,208$18.8M
Collaborative Holdings Management LP139,000$17.4M
Ergoteles LLC75,421$9.42M
Group One Trading, L.P.52,155$6.51M
Franklin Resources Inc51,576$6.44M
Tudor Investment Corp Et Al49,832$6.22M
HarbourVest Partners LLC45,251$5.65M
Qube Research & Technologies Ltd40,944$5.11M
Point72 Hong Kong Ltd34,610$4.32M
Pathway Capital Management, LP32,780$4.09M
Schonfeld Strategic Advisors LLC21,700$2.71M
Boothbay Fund Management, LLC20,845$2.60M
Squarepoint Ops LLC15,894$1.99M
Hamilton Lane Advisors LLC11,739$1.47M
IMC-Chicago, LLC11,651$1.46M
Enlightenment Research, LLC11,304$1.41M
Gainplan LLC10,136$1.26M
Kamunting Street Capital Management, L.P.10,000$1.25M
Weiss Asset Management LP10,000$1.25M
Highland Capital Management, LLC9,269$1.16M
Full18 Capital LLC8,143$1.02M
Baird Financial Group, Inc.6,286$785.0K
Triumph Capital Management6,833$773.0K
Abacus Planning Group, Inc.5,483$685.0K
Yale University5,246$655.0K
Monashee Investment Management LLC5,000$625.0K
Marshall Wace, LLP4,307$537.0K
Walleye Trading LLC4,032$504.0K
Blackstone Group Inc.4,028$503.0K
Sante Capital Fund, LP3,956$494.0K
ExodusPoint Capital Management, LP3,696$462.0K
Verition Fund Management LLC3,419$427.0K
Gsa Capital Partners LLP3,295$412.0K
Laidlaw Wealth Management LLC2,233$279.0K
Edmond de Rothschild Holding S.A.2,155$269.0K
XTX Topco Ltd2,004$250.0K
Bridgefront Capital, LLC1,973$246.0K
Menard Financial Group LLC1,972$246.0K
Centiva Capital, LP1,919$240.0K
CIBC Private Wealth Group, LLC1,771$221.0K
Douglas Lane & Associates, LLC1,710$214.0K
Seven Eight Capital, LP1,669$208.0K
Homrich & Berg1,273$159.0K
Sculptor Capital LP1,000$125.0K
Texas Treasury Safekeeping Trust Co607$76.0K
Panagora Asset Management Inc116$14.0K
Reilly Financial Advisors, LLC20$2.00K
Parisi Gray Wealth Management10$1.00K

Not filed for Q3 2021 yet (2)

Institutions that held Upstart Holdings, Inc. at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UPST in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Pictet Asset Management Ltd148,777$18.6M
Rollins Financial2,000$250.0K