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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 27 | $9.00K | 0.00% | +16+145.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 25 | $7.00K | 0.00% | +25 | New |
| Lake Point Wealth Management | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Agf Investments Inc. | 19 | $6.00K | 0.00% | +19 | New |
| Accel Wealth Management | 19 | $6.00K | 0.00% | +19 | New |
| Howe & Rusling Inc | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 17 | $5.00K | 0.00% | +17 | New |
| Eagle Bay Advisors LLC | 0 | $5.00K | 0.00% | 0 | New |
| Prestige Wealth Management Group LLC | 14 | $4.00K | 0.00% | +8+133.3% | Added |
| Arkadios Wealth Advisors | 14 | $4.00K | 0.00% | +14 | New |
| Bell Investment Advisors, Inc | 14 | $4.00K | 0.00% | +14 | New |
| American State Bank (Iowa) | 10 | $3.16K | 0.00% | +10 | New |
| First Manhattan Co | 10 | $3.00K | 0.00% | +10 | New |
| Meeder Asset Management Inc | 10 | $3.00K | 0.00% | +10 | New |
| Private Ocean, LLC | 11 | $3.00K | 0.00% | +11 | New |
| Kistler-Tiffany Companies, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 7 | $2.00K | 0.00% | +7 | New |
| Horrell Capital Management, Inc. | 5 | $2.00K | 0.00% | +5 | New |
| Lee Financial Co | 6 | $2.00K | 0.00% | +6 | New |
| Tradewinds Capital Management, LLC | 7 | $2.00K | 0.00% | +7 | New |
| Syverson Strege & Co | 6 | $2.00K | 0.00% | +6 | New |
| West Paces Advisors Inc. | 6 | $1.90K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Salem Investment Counselors Inc | 700 | $0 | 0.00% | +700 | New |
| Eaton Vance Management | 102 | $0 | 0.00% | +102 | New |
| Ellevest, Inc. | 1 | $0 | 0.00% | +1 | New |
| Liberty Wealth Management LLC | 3 | $0 | 0.00% | +3 | New |
| KPCB XV Associates, LLC | 0 | $0 | 0.00% | −635,841−100.0% | Sold out |
| NEA Management Company, LLC | 0 | $0 | 0.00% | −287,092−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −192,100−100.0% | Sold out |
| Tiff Advisory Services Inc | 0 | $0 | 0.00% | −142,453−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −150,208−100.0% | Sold out |
| Collaborative Holdings Management LP | 0 | $0 | 0.00% | −139,000−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −75,421−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −52,155−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −51,576−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −49,832−100.0% | Sold out |
| HarbourVest Partners LLC | 0 | $0 | 0.00% | −45,251−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −40,944−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −34,610−100.0% | Sold out |
| Pathway Capital Management, LP | 0 | $0 | 0.00% | −32,780−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −21,700−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −20,845−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −15,894−100.0% | Sold out |
| Hamilton Lane Advisors LLC | 0 | $0 | 0.00% | −11,739−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −11,651−100.0% | Sold out |
| Enlightenment Research, LLC | 0 | $0 | 0.00% | −11,304−100.0% | Sold out |
| Gainplan LLC | 0 | $0 | 0.00% | −10,136−100.0% | Sold out |
| Kamunting Street Capital Management, L.P. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −9,269−100.0% | Sold out |
| Full18 Capital LLC | 0 | $0 | 0.00% | −8,143−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −6,286−100.0% | Sold out |
| Triumph Capital Management | 0 | $0 | 0.00% | −6,833−100.0% | Sold out |
| Abacus Planning Group, Inc. | 0 | $0 | 0.00% | −5,483−100.0% | Sold out |
| Yale University | 0 | $0 | 0.00% | −5,246−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −4,307−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −4,032−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −4,028−100.0% | Sold out |
| Sante Capital Fund, LP | 0 | $0 | 0.00% | −3,956−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −3,696−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −3,419−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,295−100.0% | Sold out |
| Laidlaw Wealth Management LLC | 0 | $0 | 0.00% | −2,233−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −2,155−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,004−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,973−100.0% | Sold out |
| Menard Financial Group LLC | 0 | $0 | 0.00% | −1,972−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,919−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −1,771−100.0% | Sold out |
| Douglas Lane & Associates, LLC | 0 | $0 | 0.00% | −1,710−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −1,669−100.0% | Sold out |
| Homrich & Berg | 0 | $0 | 0.00% | −1,273−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Texas Treasury Safekeeping Trust Co | 0 | $0 | 0.00% | −607−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Reilly Financial Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Parisi Gray Wealth Management | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| Rollins Financial | – | – | – | – | Not filed |