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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.

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.

Institutional holdersQ3 2021: 428 institutions
Q1 2021: 132 institutionsQ2 2021: 254 institutionsQ3 2021: 428 institutionsQ4 2021: 480 institutionsQ1 2022: 496 institutionsQ2 2022: 347 institutionsQ3 2022: 306 institutionsQ4 2022: 267 institutionsQ1 2023: 266 institutionsQ2 2023: 303 institutionsQ3 2023: 291 institutionsQ4 2023: 334 institutionsQ1 2024: 278 institutionsQ2 2024: 275 institutionsQ3 2024: 349 institutionsQ4 2024: 391 institutionsQ1 2025: 387 institutionsQ2 2025: 421 institutionsQ3 2025: 412 institutionsQ4 2025: 393 institutionsQ1 2026: 340 institutionsQ2 2026: 370 institutions
Value heldQ3 2021: $13.3B
Q1 2021: $5.12BQ2 2021: $5.00BQ3 2021: $13.3BQ4 2021: $5.83BQ1 2022: $4.43BQ2 2022: $1.17BQ3 2022: $658.8MQ4 2022: $388.9MQ1 2023: $471.6MQ2 2023: $1.30BQ3 2023: $1.08BQ4 2023: $1.70BQ1 2024: $1.00BQ2 2024: $919.5MQ3 2024: $1.99BQ4 2024: $3.59BQ1 2025: $2.77BQ2 2025: $3.98BQ3 2025: $3.27BQ4 2025: $2.83BQ1 2026: $1.45BQ2 2026: $2.07B
Institutions holding UPST and their total value by quarter
QuarterHoldersValue
Q2 2026370$2.07B
Q1 2026340$1.45B
Q4 2025393$2.83B
Q3 2025412$3.27B
Q2 2025421$3.98B
Q1 2025387$2.77B
Q4 2024391$3.59B
Q3 2024349$1.99B
Q2 2024275$919.5M
Q1 2024278$1.00B
Q4 2023334$1.70B
Q3 2023291$1.08B
Q2 2023303$1.30B
Q1 2023266$471.6M
Q4 2022267$388.9M
Q3 2022306$658.8M
Q2 2022347$1.17B
Q1 2022496$4.43B
Q4 2021480$5.83B
Q3 2021428$13.3B
Q2 2021254$5.00B
Q1 2021132$5.12B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Upstart Holdings, Inc.; share changes are against Q2 2021.

Institutions holding UPST in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Paloma Partners Management Co2,985$944.0K0.04%+2,985New
Teacher Retirement System of Texas2,976$942.0K0.01%−11,525−79.5%Reduced
Golden Green, Inc.2,952$934.0K0.73%+2,952New
Steward Partners Investment Advisory, LLC2,865$907.0K0.02%+59+2.1%Added
APG Asset Management N.V.3,200$874.0K0.00%+3,200New
Advisors Asset Management, Inc.2,705$856.0K0.01%+2,705New
Private Advisor Group, LLC2,671$845.0K0.01%+2,671New
JustInvest LLC2,665$843.0K0.08%+183+7.4%Added
Janney Montgomery Scott LLC2,544$805.0K0.00%−3,966−60.9%Reduced
Vivid Financial Management, Inc.2,485$786.0K0.32%+2,485New
BlueCrest Capital Management Ltd2,456$777.0K0.04%−2,294−48.3%Reduced
Virtu Financial LLC2,449$775.0K0.07%−40,819−94.3%Reduced
Wealth Advisors, Inc.2,637$764.0K0.30%−508−16.2%Reduced
Illinois Municipal Retirement Fund2,356$746.0K0.03%+2,356New
Rockefeller Capital Management L.P.2,351$743.0K0.00%+416+21.5%Added
Hillsdale Investment Management Inc.2,300$728.0K0.06%+2,300New
Cypress Point Wealth Management, LLC2,296$727.0K0.52%+2,296New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.2,276$720.0K0.00%+69+3.1%Added
Cetera Advisor Networks LLC2,264$716.0K0.01%+2,264New
The PNC Financial Services Group, Inc.2,255$714.0K0.00%+1,192+112.1%Added
Samson Rock Capital LLP2,240$709.0K0.45%+2,240New
Gotham Asset Management, LLC2,084$659.0K0.03%+2,084New
Moloney Securities Asset Management, LLC2,057$651.0K0.12%+2,057New
STRS Ohio2,024$640.0K0.00%00.0%Unchanged
Manufacturers Life Insurance Company, The2,016$638.0K0.00%+2,016New
RBF Capital, LLC2,000$633.0K0.04%−6,000−75.0%Reduced
Sawtooth Solutions, LLC1,971$624.0K0.10%+94+5.0%Added
Engineers Gate Manager LP1,933$612.0K0.03%+1,933New
Two Sigma Securities, LLC1,923$609.0K0.13%+1,923New
First Foundation Advisors1,920$608.0K0.02%+1,920New
Teamwork Financial Advisors, LLC1,921$608.0K0.12%+1,921New
Edmonds Duncan Registered Investment Advisors, LLC1,914$606.0K0.18%+82+4.5%Added
Zurcher Kantonalbank (Zurich Cantonalbank)1,897$600.0K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC1,890$598.0K0.02%+1,890New
Bluefin Capital Management, LLC1,885$596.0K0.07%−18,915−90.9%Reduced
Toroso Investments, LLC1,873$593.0K0.02%+1,873New
Algert Global LLC1,855$587.0K0.08%+1,855New
B. Riley Wealth Management, Inc.1,775$562.0K0.04%+1,775New
Camden Capital, LLC1,755$555.0K0.11%+1,755New
Avantax Advisory Services, Inc.1,743$550.0K0.01%+1,743New
Legacy Advisors, LLC1,710$541.0K0.22%00.0%Unchanged
Spire Wealth Management942$534.0K0.01%+556+144.0%Added
Shell Asset Management Co1,652$523.0K0.01%+656+65.9%Added
Stephens Inc1,621$513.0K0.01%+1,621New
Jasper Ridge Partners, L.P.1,620$513.0K0.02%+1,620New
Mount Yale Investment Advisors, LLC1,619$512.0K0.06%+1,619New
Essex LLC1,600$506.0K0.14%+1,600New
Purus Wealth Management, LLC1,558$493.0K0.34%+1,558New
Prospera Financial Services Inc1,512$478.0K0.02%+1,512New
L & S Advisors Inc1,500$475.0K0.05%−2,040−57.6%Reduced
SkyView Investment Advisors, LLC1,500$475.0K0.13%+1,500New
Capital Asset Advisory Services LLC1,495$473.0K0.05%+1,495New
Valeo Financial Advisors, LLC1,454$460.0K0.03%+1,454New
Paradigm Financial Advisors, LLC1,439$455.0K0.10%+1,439New
Oppenheimer Asset Management Inc.1,424$451.0K0.01%−18,595−92.9%Reduced
StoneX Group Inc.1,407$445.0K0.06%+1,407New
Wealth Management Associates, Inc.1,397$442.1K0.26%+1,397New
Alps Advisors Inc1,351$428.0K0.00%+1,351New
Simplify Asset Management Inc.1,352$428.0K0.08%+1,352New
CSS LLC1,334$422.0K0.02%+1,334New
MML Investors Services, LLC1,303$412.0K0.00%+1,303New
IBM Retirement Fund1,298$411.0K0.03%+1,298New
Archford Capital Strategies, LLC1,300$411.0K0.10%+1,300New
J.W. Cole Advisors, Inc.1,288$408.0K0.03%+1,288New
Kore Private Wealth LLC1,254$397.0K0.04%+1,254New
Alpha Paradigm Partners, LLC1,246$394.0K0.16%+1,079+646.1%Added
Titus Wealth Management1,235$391.0K0.21%+1,235New
Prudential Financial Inc1,682$387.0K0.00%+1,682New
Blair William & Co1,211$383.0K0.00%+1,211New
Baldwin Brothers Inc1,200$380.0K0.04%00.0%Unchanged
Thoroughbred Financial Services, LLC1,186$375.0K0.09%+1,186New
Gerber Kawasaki Wealth & Investment Management1,160$367.0K0.05%+1,160New
Federation des caisses Desjardins du Quebec1,150$363.9K0.00%+100+9.5%Added
Wolff Wiese Magana LLC1,144$362.0K0.26%+539+89.1%Added
Kercheville Advisors, LLC1,145$362.0K0.17%+1,145New
Keybank National Association1,142$361.0K0.00%+1,142New
Integrated Wealth Concepts LLC1,105$350.0K0.01%+1,105New
Venturi Wealth Management, LLC1,099$348.0K0.03%+1,099New
TriaGen Wealth Management LLC1,087$344.0K0.19%+1,087New
Oppenheimer & Co Inc1,078$341.0K0.01%+1,078New
Sheaff Brock Investment Advisors, LLC1,072$339.0K0.03%+1,072New
Jaffetilchin Investment Partners, LLC1,066$337.0K0.04%+1,066New
First National Bank1,057$334.0K0.32%+1,057New
Wedbush Securities Inc1,045$331.0K0.02%+1,045New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,030$326.0K0.02%+1,030New
Los Angeles Capital Management LLC1,027$325.0K0.00%+1,027New
Paces Ferry Wealth Advisors, LLC1,023$324.0K0.26%+1,023New
Leverage Partners Absolute Return Fund SPC1,001$317.0K0.30%+1,001New
One Wealth Advisors, LLC1,000$316.0K0.09%−65,000−98.5%Reduced
Albion Financial Group1,000$316.0K0.03%00.0%Unchanged
Personal Capital Advisors Corp969$307.0K0.00%+969New
Peregrine Asset Advisers, Inc.1,050$301.0K0.15%+1,050New
Steel Peak Wealth Management LLC952$301.0K0.02%+952New
Stifel Financial Corp937$297.0K0.00%+937New
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors925$293.0K0.10%+925New
Independent Advisor Alliance913$289.0K0.02%+913New
Maven Securities LTD910$288.0K0.03%+910New
Cresset Asset Management, LLC896$283.0K0.00%+896New
American International Group, Inc.885$280.0K0.00%+625+240.4%Added
Dynamic Advisor Solutions LLC880$278.0K0.02%+880New