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 |
|---|---|---|---|---|---|
| Vivid Financial Management, Inc. | 2,041 | $309.0K | 0.12% | −444−17.9% | Reduced |
| Maxi Investments CY Ltd | 2,050 | $310.0K | 0.17% | +2,050 | New |
| KG&L Capital Management,LLC | 2,142 | $324.0K | 0.13% | +2,142 | New |
| IAM Advisory, LLC | 2,843 | $325.0K | 0.13% | +2,843 | New |
| First National Bank | 2,157 | $326.0K | 0.28% | +1,100+104.1% | Added |
| Independent Financial Group, LLC | 2,159 | $326.7K | 0.03% | −4,007−65.0% | Reduced |
| Mackenzie Financial Corp | 2,174 | $329.0K | 0.00% | +2,174 | New |
| Coldstream Capital Management Inc | 2,177 | $329.0K | 0.01% | +2,177 | New |
| Creative Planning | 2,179 | $330.0K | 0.00% | −1,344−38.1% | Reduced |
| Toroso Investments, LLC | 2,208 | $334.0K | 0.01% | +335+17.9% | Added |
| Perennial Investment Advisors, LLC | 2,215 | $335.0K | 0.10% | −1,070−32.6% | Reduced |
| Golden Green, Inc. | 2,223 | $336.0K | 0.27% | −729−24.7% | Reduced |
| StoneX Group Inc. | 2,342 | $354.3K | 0.04% | +935+66.5% | Added |
| Illinois Municipal Retirement Fund | 2,356 | $356.0K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 2,364 | $358.0K | 0.01% | +1,580+201.5% | Added |
| Hillsdale Investment Management Inc. | 2,380 | $360.0K | 0.02% | +80+3.5% | Added |
| Sigma Planning Corp | 2,402 | $363.0K | 0.01% | −1,585−39.8% | Reduced |
| Purus Wealth Management, LLC | 2,400 | $363.0K | 0.23% | +842+54.0% | Added |
| Westpac Banking Corp | 2,417 | $365.7K | 0.00% | +2,417 | New |
| Newbridge Financial Services Group, Inc. | 2,443 | $370.0K | 0.17% | +2,275+1,354.2% | Added |
| Nissay Asset Management Corp | 2,509 | $380.0K | 0.00% | +2,509 | New |
| Keudell/Morrison Wealth Management | 2,550 | $386.0K | 0.15% | +2,550 | New |
| Apollon Wealth Management, LLC | 2,568 | $389.0K | 0.03% | +2,568 | New |
| Boulder Hill Capital Management LP | 2,600 | $393.0K | 0.38% | +2,600 | New |
| GWM Advisors LLC | 2,621 | $397.0K | 0.01% | −2,493−48.7% | Reduced |
| Leonteq Securities AG | 2,643 | $399.9K | 0.02% | +2,031+331.9% | Added |
| Stephens Inc | 2,654 | $402.0K | 0.01% | +1,033+63.7% | Added |
| MML Investors Services, LLC | 2,690 | $407.0K | 0.00% | +1,387+106.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,795 | $423.0K | 0.00% | +898+47.3% | Added |
| Cherry Creek Investment Advisors, Inc. | 2,818 | $426.0K | 0.26% | +1,974+233.9% | Added |
| Donoghue Forlines LLC | 2,925 | $443.0K | 0.07% | +2,925 | New |
| Umb Bank N A | 2,959 | $448.0K | 0.01% | +2,959 | New |
| Public Employees Retirement Association of Colorado | 2,990 | $452.0K | 0.00% | −97−3.1% | Reduced |
| Gables Capital Management Inc. | 3,000 | $454.0K | 0.27% | +2,470+466.0% | Added |
| Metropolitan Life Insurance Co | 3,033 | $458.9K | 0.01% | +9+0.3% | Added |
| Rossmore Private Capital | 3,042 | $460.0K | 0.07% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 3,100 | $469.0K | 0.01% | +3,100 | New |
| XTX Topco Ltd | 3,102 | $469.0K | 0.27% | +3,102 | New |
| Capital CS Group, LLC | 3,118 | $472.0K | 0.37% | +3,118 | New |
| Quantbot Technologies LP | 3,160 | $478.0K | 0.04% | +2,428+331.7% | Added |
| Kaizen Financial Strategies | 3,190 | $483.0K | 0.36% | +90+2.9% | Added |
| Caisse de Depot Et Placement du Quebec | 3,200 | $484.0K | 0.00% | +3,200 | New |
| Exchange Traded Concepts, LLC | 3,209 | $486.0K | 0.01% | +1,319+69.8% | Added |
| Wealth Advisors, Inc. | 3,218 | $487.0K | 0.17% | +581+22.0% | Added |
| Cetera Advisor Networks LLC | 3,217 | $487.0K | 0.01% | +953+42.1% | Added |
| Brookfield Asset Management Inc. | 3,245 | $491.0K | 0.00% | +3,245 | New |
| Morse Asset Management, Inc | 3,285 | $497.0K | 0.11% | −1,880−36.4% | Reduced |
| Two Sigma Securities, LLC | 3,334 | $504.0K | 0.10% | +1,411+73.4% | Added |
| Titus Wealth Management | 3,376 | $511.0K | 0.23% | +2,141+173.4% | Added |
| British Columbia Investment Management Corp | 3,411 | $516.0K | 0.00% | +3,411 | New |
| CIBC Asset Management Inc | 3,431 | $519.0K | 0.00% | +365+11.9% | Added |
| Maryland State Retirement & Pension System | 3,435 | $520.0K | 0.01% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 3,447 | $522.0K | 0.00% | +164+5.0% | Added |
| Alta Wealth Advisors LLC | 3,493 | $528.0K | 0.33% | +429+14.0% | Added |
| B. Riley Wealth Management, Inc. | 3,509 | $531.0K | 0.04% | +1,734+97.7% | Added |
| Private Advisor Group, LLC | 3,575 | $541.0K | 0.00% | +904+33.8% | Added |
| Washburn Capital Management, Inc. | 3,590 | $543.0K | 0.32% | −1,610−31.0% | Reduced |
| Blueshift Asset Management, LLC | 3,609 | $546.0K | 0.05% | +3,609 | New |
| Harbour Capital Advisors, LLC | 3,615 | $547.0K | 0.13% | +475+15.1% | Added |
| JustInvest LLC | 3,663 | $554.0K | 0.03% | +998+37.4% | Added |
| Level Four Advisory Services, LLC | 3,706 | $561.0K | 0.04% | +3,706 | New |
| Teacher Retirement System of Texas | 3,730 | $564.0K | 0.00% | +754+25.3% | Added |
| NEXT Financial Group, Inc | 3,901 | $590.0K | 0.04% | +587+17.7% | Added |
| Cypress Point Wealth Management, LLC | 3,942 | $596.0K | 0.55% | +1,646+71.7% | Added |
| Rockefeller Capital Management L.P. | 3,965 | $599.0K | 0.00% | +1,614+68.7% | Added |
| Swiss Life Asset Management Ltd | 4,081 | $617.5K | 0.01% | +4,081 | New |
| Cerity Partners LLC | 4,100 | $620.0K | 0.01% | +4,100 | New |
| The PNC Financial Services Group, Inc. | 4,140 | $627.0K | 0.00% | +1,885+83.6% | Added |
| ProShare Advisors LLC | 4,207 | $637.0K | 0.00% | +239+6.0% | Added |
| Advisors Asset Management, Inc. | 4,219 | $638.3K | 0.01% | +1,514+56.0% | Added |
| Gerber Kawasaki Wealth & Investment Management | 4,226 | $639.0K | 0.05% | +3,066+264.3% | Added |
| Nwam LLC | 4,319 | $653.0K | 0.05% | +604+16.3% | Added |
| Valeo Financial Advisors, LLC | 4,474 | $677.0K | 0.04% | +3,020+207.7% | Added |
| Bokf, NA | 4,509 | $682.0K | 0.01% | +124+2.8% | Added |
| Caption Management, LLC | 4,550 | $688.0K | 0.04% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4,559 | $690.0K | 0.45% | +3,415+298.5% | Added |
| Charles Schwab Investment Advisory, Inc. | 4,581 | $693.0K | 0.00% | +4,581 | New |
| American Portfolios Advisors | 4,737 | $716.7K | 0.02% | −4,221−47.1% | Reduced |
| Triumph Capital Management | 4,757 | $720.0K | 0.31% | +4,757 | New |
| Souders Financial Advisors | 4,799 | $726.0K | 0.21% | +478+11.1% | Added |
| Principal Financial Group Inc | 4,878 | $738.0K | 0.00% | +244+5.3% | Added |
| Teamwork Financial Advisors, LLC | 4,906 | $742.0K | 0.14% | +2,985+155.4% | Added |
| FNY Investment Advisers, LLC | 5,000 | $756.0K | 0.41% | +5,000 | New |
| Lincoln National Corp | 5,012 | $758.0K | 0.02% | +1,226+32.4% | Added |
| Cubist Systematic Strategies, LLC | 5,020 | $760.0K | 0.01% | −7,474−59.8% | Reduced |
| Xponance, Inc. | 5,110 | $773.0K | 0.01% | +44+0.9% | Added |
| Aft, Forsyth & Company, Inc. | 5,170 | $782.0K | 0.40% | +770+17.5% | Added |
| Oxbow Advisors, LLC | 5,205 | $788.0K | 0.08% | +1,434+38.0% | Added |
| Inscription Capital, LLC | 5,250 | $794.0K | 0.22% | +2,250+75.0% | Added |
| Kercheville Advisors, LLC | 5,245 | $794.0K | 0.35% | +4,100+358.1% | Added |
| Gilder Gagnon Howe & Co LLC | 5,276 | $798.0K | 0.00% | +5,133+3,589.5% | Added |
| Arizona State Retirement System | 5,294 | $801.0K | 0.01% | +57+1.1% | Added |
| Stratos Wealth Partners, LTD. | 5,294 | $801.0K | 0.02% | +1,630+44.5% | Added |
| CIBC World Markets Inc. | 5,327 | $806.0K | 0.00% | +770+16.9% | Added |
| HighTower Advisors, LLC | 5,297 | $807.0K | 0.00% | +2,278+75.5% | Added |
| Vista Finance, LLC | 5,391 | $816.0K | 0.84% | +5,391 | New |
| Y-Intercept (Hong Kong) Ltd | 5,514 | $834.0K | 0.20% | +5,514 | New |
| ACT Capital Management, LLC | 5,600 | $847.0K | 0.61% | −11,500−67.3% | Reduced |
| Independent Solutions Wealth Management, LLC | 5,616 | $849.7K | 0.20% | +177+3.3% | Added |
| Graham Holdings Co | 5,846 | $884.0K | 0.11% | +5,846 | New |