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, Q4 2021
Institutional positions in Upstart Holdings, Inc. as of Dec 31, 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
- 480
- +56 vs. Q3 2021
- Shares held
- 38.7M
- −4.90M (−11.2%) vs. Q3 2021
- Total value
- $5.83B
- −$7.45B (−56.1%) vs. Q3 2021
- New holders
- 166
- 206 more added
- Sold out
- 110
- 74 more reduced
4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Upstart Holdings, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,981,542 | $753.7M | 0.02% | +551,252+12.4% | Added |
| Vulcan Value Partners, LLC | 4,845,315 | $733.1M | 3.75% | +594,854+14.0% | Added |
| Third Point LLCSuperinvestorThird Point | 4,000,000 | $605.2M | 4.22% | −8,400,000−67.7% | Reduced |
| BlackRock Inc. | 2,113,533 | $319.8M | 0.01% | +340,491+19.2% | Added |
| D. E. Shaw & Co., Inc. | 1,724,450 | $260.9M | 0.32% | +1,078,217+166.8% | Added |
| Renaissance Technologies LLC | 1,238,437 | $187.4M | 0.23% | +315,537+34.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,192,305 | $180.4M | 0.39% | −15,566−1.3% | Reduced |
| BIT Capital GmbH | 1,110,298 | $168.0M | 13.02% | −97,273−8.1% | Reduced |
| Allianz Asset Management GmbH | 1,005,013 | $152.1M | 0.11% | +1,005,013 | New |
| Morgan Stanley | 972,984 | $147.2M | 0.02% | +689,237+242.9% | Added |
| Fred Alger Management, LLC | 909,560 | $137.6M | 0.34% | −1,229,479−57.5% | Reduced |
| Jane Street Group, LLC | 873,900 | $132.2M | 0.25% | +686,892+367.3% | Added |
| State Street Corp | 788,272 | $119.3M | 0.01% | +108,404+15.9% | Added |
| Susquehanna International Group, LLP | 712,306 | $107.8M | 0.16% | +372,963+109.9% | Added |
| Two Sigma Investments, LP | 696,045 | $105.3M | 0.26% | −2260.0% | Reduced |
| Geode Capital Management, LLC | 663,677 | $100.4M | 0.01% | +65,978+11.0% | Added |
| Two Sigma Advisers, LP | 609,200 | $92.2M | 0.23% | +77,300+14.5% | Added |
| HSBC Holdings PLC | 550,628 | $85.4M | 0.09% | +516,648+1,520.4% | Added |
| Northern Trust Corp | 342,860 | $51.9M | 0.01% | +29,645+9.5% | Added |
| Artemis Investment Management LLP | 342,171 | $51.7M | 0.38% | +342,171 | New |
| Norges Bank | 340,734 | $51.6M | 0.01% | +105,719+45.0% | Added |
| Robeco Institutional Asset Management B.V. | 325,000 | $49.2M | 0.10% | +110,000+51.2% | Added |
| Voloridge Investment Management, LLC | 290,666 | $44.0M | 0.24% | +39,563+15.8% | Added |
| Citadel Advisors LLC | 286,472 | $43.3M | 0.05% | +207,105+260.9% | Added |
| Amundi | 396,080 | $43.3M | 0.03% | +258,699+188.3% | Added |
| Charles Schwab Investment Management Inc | 264,048 | $40.0M | 0.01% | +21,823+9.0% | Added |
| Capital International Investors | 262,635 | $39.7M | 0.01% | −89,830−25.5% | Reduced |
| Bank of America Corp | 207,384 | $31.4M | 0.00% | −19,350−8.5% | Reduced |
| Consolidated Investment Group LLC | 196,000 | $29.7M | 4.70% | −26,214−11.8% | Reduced |
| Millennium Management LLC | 190,821 | $28.9M | 0.03% | +45,297+31.1% | Added |
| BlueCrest Capital Management Ltd | 186,454 | $28.2M | 1.64% | +183,998+7,491.8% | Added |
| Parallax Volatility Advisers, L.P. | 185,042 | $28.0M | 0.34% | +185,042 | New |
| Deutsche Bank AG | 177,923 | $26.9M | 0.01% | +50,327+39.4% | Added |
| Atika Capital Management LLC | 174,625 | $26.4M | 2.16% | −97,375−35.8% | Reduced |
| Bank of Montreal | 141,734 | $22.7M | 0.01% | +19,850+16.3% | Added |
| Carnegie Capital Asset Management, LLC | 145,095 | $22.0M | 0.72% | +45,354+45.5% | Added |
| Bank of New York Mellon Corp | 143,624 | $21.7M | 0.00% | +19,951+16.1% | Added |
| Nuveen Asset Management, LLC | 140,667 | $21.3M | 0.01% | +2,259+1.6% | Added |
| Legal & General Group Plc | 133,721 | $20.2M | 0.01% | +70,415+111.2% | Added |
| Kuvari Partners LLP | 120,391 | $18.2M | 100.00% | +90,686+305.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 116,125 | $17.6M | 0.04% | +22,600+24.2% | Added |
| CTC LLC | 111,266 | $16.8M | 0.38% | +111,266 | New |
| Macquarie Group Ltd | 103,177 | $15.6M | 0.01% | +87,980+578.9% | Added |
| California Public Employees Retirement System | 102,108 | $15.4M | 0.01% | +3,349+3.4% | Added |
| Goldman Sachs Group Inc | 101,623 | $15.4M | 0.00% | +68,219+204.2% | Added |
| Credit Suisse AG | 93,182 | $14.1M | 0.01% | +1,636+1.8% | Added |
| Simplex Trading, LLC | 86,851 | $13.1M | 0.43% | +5,889+7.3% | Added |
| Pictet Asset Management SA | 86,469 | $13.1M | 0.01% | −6,382−6.9% | Reduced |
| JPMorgan Chase & Co | 84,015 | $12.7M | 0.00% | +46,344+123.0% | Added |
| Worldquant Millennium Advisors LLC | 78,672 | $11.9M | 0.24% | +78,672 | New |
| Invesco Ltd. | 75,492 | $11.4M | 0.00% | +7,389+10.8% | Added |
| First Republic Investment Management, Inc. | 70,783 | $10.7M | 0.02% | +20,076+39.6% | Added |
| Group One Trading, L.P. | 69,544 | $10.5M | 0.20% | +69,544 | New |
| Neuberger Berman Group LLC | 66,492 | $10.1M | 0.01% | −2,546−3.7% | Reduced |
| UBS Asset Management Americas Inc | 66,134 | $10.0M | 0.00% | +27,217+69.9% | Added |
| UBS Group AG | 64,986 | $9.83M | 0.00% | +6,480+11.1% | Added |
| Toronto Dominion Bank | 64,832 | $9.81M | 0.01% | +64,832 | New |
| Citigroup Inc | 62,379 | $9.44M | 0.01% | +25,586+69.5% | Added |
| Bordeaux Wealth Advisors LLC | 60,000 | $9.08M | 4.18% | +60,000 | New |
| First Trust Advisors LP | 59,575 | $9.01M | 0.01% | −28,346−32.2% | Reduced |
| Crawford Lake Capital Management, LLC | 59,397 | $8.99M | 3.72% | +59,397 | New |
| Polar Capital Holdings Plc | 57,237 | $8.66M | 0.04% | +41,905+273.3% | Added |
| Trexquant Investment LP | 56,387 | $8.53M | 0.53% | +56,387 | New |
| LPL Financial LLC | 53,282 | $8.06M | 0.01% | +15,417+40.7% | Added |
| Wolverine Trading, LLC | 51,466 | $8.00M | 0.11% | −14,425−21.9% | Reduced |
| California State Teachers Retirement System | 52,215 | $7.90M | 0.01% | −5,945−10.2% | Reduced |
| Wells Fargo & Company | 52,081 | $7.88M | 0.00% | +6,533+14.3% | Added |
| Liontrust Investment Partners LLP | 52,000 | $7.87M | 0.09% | +15,000+40.5% | Added |
| New York State Common Retirement Fund | 51,500 | $7.79M | 0.01% | 00.0% | Unchanged |
| Baader Bank INC | 50,027 | $7.57M | 0.60% | +50,027 | New |
| Capital World Investors | 50,000 | $7.57M | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 48,803 | $7.38M | 0.51% | −8,407−14.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 46,794 | $7.08M | 0.00% | +46,794 | New |
| State Board of Administration of Florida Retirement System | 45,653 | $6.91M | 0.01% | +15,203+49.9% | Added |
| Ameriprise Financial Inc | 44,680 | $6.79M | 0.00% | −11,837−20.9% | Reduced |
| Rhumbline Advisers | 44,111 | $6.67M | 0.01% | +2,352+5.6% | Added |
| Natixis | 40,798 | $6.17M | 0.02% | +25,861+173.1% | Added |
| Myriad Asset Management Ltd. | 40,000 | $6.05M | 0.66% | +40,000 | New |
| E. Ohman J:or Asset Management AB | 38,500 | $5.83M | 0.17% | +5,800+17.7% | Added |
| Raymond James & Associates | 37,034 | $5.60M | 0.00% | +15,976+75.9% | Added |
| Commonwealth Equity Services, LLC | 36,084 | $5.46M | 0.01% | +7,382+25.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 35,957 | $5.44M | 0.02% | +21,084+141.8% | Added |
| LifePro Asset Management | 35,864 | $5.43M | 1.61% | +31,359+696.1% | Added |
| Coastal Bridge Advisors, LLC | 35,588 | $5.38M | 1.12% | +25,588+255.9% | Added |
| Victory Capital Management Inc | 34,272 | $5.18M | 0.00% | +2,909+9.3% | Added |
| Handelsbanken Fonder AB | 34,040 | $5.15M | 0.03% | +34,040 | New |
| STRS Ohio | 33,042 | $5.00M | 0.02% | +31,018+1,532.5% | Added |
| Ci Investments Inc. | 31,296 | $4.74M | 0.02% | +30.0% | Added |
| Royal Bank of Canada | 31,048 | $4.70M | 0.00% | −6,387−17.1% | Reduced |
| SEI Investments Co | 28,461 | $4.22M | 0.01% | −39,784−58.3% | Reduced |
| Andra AP-fonden | 27,900 | $4.22M | 0.09% | −25,551−47.8% | Reduced |
| Price T Rowe Associates Inc | 27,637 | $4.18M | 0.00% | −124,930−81.9% | Reduced |
| Aubrey Capital Management Ltd | 27,200 | $4.11M | 1.60% | 00.0% | Unchanged |
| Ergoteles LLC | 27,102 | $4.10M | 0.16% | +27,102 | New |
| AtonRa Partners | 26,533 | $4.01M | 1.39% | +2,681+11.2% | Added |
| Twin Tree Management, LP | 26,464 | $4.00M | 0.10% | +26,464 | New |
| Gladstone Institutional Advisory LLC | 26,026 | $3.94M | 0.31% | +15,926+157.7% | Added |
| Public Employees Retirement System of Ohio | 24,583 | $3.72M | 0.01% | −590−2.3% | Reduced |
| Parametric Portfolio Associates LLC | 24,419 | $3.69M | 0.00% | +3,673+17.7% | Added |
| Rafferty Asset Management, LLC | 24,063 | $3.64M | 0.02% | +2,414+11.2% | Added |