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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,126 | $886.0K | 0.00% | +3,850+169.2% | Added |
| Oregon Public Employees Retirement Fund | 6,015 | $910.0K | 0.01% | +6,015 | New |
| GFG Capital, LLC | 6,100 | $923.0K | 0.28% | +6,100 | New |
| ExodusPoint Capital Management, LP | 6,240 | $944.0K | 0.01% | +6,240 | New |
| Orion Capital Management LLC | 6,330 | $958.0K | 0.54% | +680+12.0% | Added |
| Utah Retirement Systems | 6,447 | $975.0K | 0.01% | +100+1.6% | Added |
| Stifel Financial Corp | 6,478 | $980.0K | 0.00% | +5,541+591.4% | Added |
| Marshall Wace, LLP | 6,566 | $993.0K | 0.00% | +6,566 | New |
| DekaBank Deutsche Girozentrale | 7,046 | $1.02M | 0.00% | +2,046+40.9% | Added |
| Janney Montgomery Scott LLC | 6,805 | $1.03M | 0.00% | +4,261+167.5% | Added |
| Prospera Financial Services Inc | 6,872 | $1.04M | 0.04% | +5,360+354.5% | Added |
| Asset Management Corp | 6,916 | $1.05M | 0.61% | +6,916 | New |
| Alpine Global Management, LLC | 6,920 | $1.05M | 0.16% | +6,920 | New |
| Engineers Gate Manager LP | 7,043 | $1.07M | 0.05% | +5,110+264.4% | Added |
| Prudential PLC | 7,491 | $1.13M | 0.02% | +7,491 | New |
| FMR LLC | 7,686 | $1.16M | 0.00% | +3,566+86.6% | Added |
| Ensign Peak Advisors, Inc | 7,785 | $1.18M | 0.00% | +7,785 | New |
| SG Americas Securities, LLC | 7,844 | $1.19M | 0.01% | −1,789−18.6% | Reduced |
| Mezzasalma Advisors, LLC | 7,979 | $1.21M | 0.65% | −3,460−30.2% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $1.21M | 0.39% | 00.0% | Unchanged |
| American Century Companies Inc | 8,120 | $1.23M | 0.00% | +1,127+16.1% | Added |
| Longitude (Cayman) Ltd. | 8,300 | $1.26M | 1.03% | +8,300 | New |
| D.A. Davidson & Co. | 8,364 | $1.26M | 0.01% | +126+1.5% | Added |
| National Asset Management, Inc. | 8,459 | $1.28M | 0.04% | −1,209−12.5% | Reduced |
| Asset Management One Co.,Ltd. | 8,871 | $1.31M | 0.00% | +8,871 | New |
| Wedbush Securities Inc | 8,703 | $1.32M | 0.06% | +7,658+732.8% | Added |
| Sender Co & Partners, Inc. | 8,958 | $1.35M | 0.87% | +8,958 | New |
| Korea Investment CORP | 9,000 | $1.36M | 0.00% | +9,000 | New |
| TD Asset Management Inc | 9,006 | $1.36M | 0.00% | +9,006 | New |
| Wellington Management Group LLP | 9,152 | $1.39M | 0.00% | +9,152 | New |
| Mitsubishi UFJ Trust & Banking Corp | 9,552 | $1.45M | 0.00% | +9,552 | New |
| Amalgamated Bank | 9,589 | $1.45M | 0.01% | +1,425+17.5% | Added |
| Synergy Financial Group, LTD | 9,806 | $1.48M | 1.33% | +9,806 | New |
| Altshuler Shaham Ltd | 10,023 | $1.52M | 0.03% | +9,872+6,537.7% | Added |
| Malaga Cove Capital, LLC | 10,550 | $1.60M | 0.63% | +3,225+44.0% | Added |
| Van Eck Associates Corp | 10,875 | $1.65M | 0.00% | +10,875 | New |
| Advisory Research Inc | 10,934 | $1.65M | 0.13% | −2,501−18.6% | Reduced |
| Verition Fund Management LLC | 10,962 | $1.66M | 0.02% | +10,962 | New |
| Paloma Partners Management Co | 11,023 | $1.67M | 0.05% | +8,038+269.3% | Added |
| Concorde Asset Management, LLC | 11,157 | $1.69M | 1.03% | +650+6.2% | Added |
| PDT Partners, LLC | 11,207 | $1.70M | 0.13% | −4,173−27.1% | Reduced |
| HAP Trading, LLC | 11,319 | $1.71M | 0.12% | +11,319 | New |
| Griffin Asset Management, Inc. | 11,747 | $1.78M | 0.22% | −1,330−10.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 11,980 | $1.81M | 0.00% | +1,096+10.1% | Added |
| Advisory Services Network, LLC | 12,273 | $1.86M | 0.05% | +4,033+48.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 12,031 | $1.86M | 0.04% | +3,231+36.7% | Added |
| Kestra Advisory Services, LLC | 13,537 | $2.05M | 0.02% | +12,684+1,487.0% | Added |
| State of New Jersey Common Pension Fund D | 13,580 | $2.06M | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 13,780 | $2.08M | 0.01% | +13,780 | New |
| Mercer Global Advisors Inc | 14,230 | $2.15M | 0.01% | −2,939−17.1% | Reduced |
| Eos Focused Equity Management, L.P. | 14,290 | $2.16M | 1.68% | −2,636−15.6% | Reduced |
| AE Wealth Management LLC | 14,288 | $2.16M | 0.02% | +6,105+74.6% | Added |
| Walleye Trading LLC | 14,874 | $2.25M | 0.04% | +14,874 | New |
| Virtu Financial LLC | 15,176 | $2.30M | 0.23% | +12,727+519.7% | Added |
| FORA Capital, LLC | 15,601 | $2.36M | 0.92% | +15,601 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 15,705 | $2.38M | 0.02% | +15,705 | New |
| Seven Eight Capital, LP | 16,478 | $2.49M | 0.45% | +16,478 | New |
| Treasurer of the State of North Carolina | 16,529 | $2.50M | 0.01% | +290+1.8% | Added |
| Ieq Capital, LLC | 16,673 | $2.52M | 0.06% | +9,458+131.1% | Added |
| Vontobel Holding Ltd. | 16,692 | $2.60M | 0.02% | +502+3.1% | Added |
| State of Wisconsin Investment Board | 17,537 | $2.65M | 0.01% | +11,886+210.3% | Added |
| Atlas Principals, LLC | 18,000 | $2.72M | 4.29% | +3,000+20.0% | Added |
| US Bancorp | 18,094 | $2.74M | 0.00% | −5,691−23.9% | Reduced |
| Capitolis Advisors LLC | 18,524 | $2.80M | 0.02% | +3,736+25.3% | Added |
| Renaissance Capital LLC | 18,593 | $2.81M | 0.72% | −3,014−13.9% | Reduced |
| Kore Private Wealth LLC | 18,754 | $2.84M | 0.35% | +17,500+1,395.5% | Added |
| TCI Wealth Advisors, Inc. | 18,799 | $2.84M | 0.42% | +202+1.1% | Added |
| Squarepoint Ops LLC | 18,877 | $2.86M | 0.01% | +18,877 | New |
| Advisor Resource Council | 20,827 | $3.15M | 0.25% | +20,827 | New |
| WMG Financial Advisors, LLC | 20,900 | $3.16M | 2.46% | +20,900 | New |
| Aigen Investment Management, LP | 21,617 | $3.18M | 0.20% | +21,617 | New |
| Paradiem, LLC | 29,242 | $3.19M | 1.04% | +17,990+159.9% | Added |
| Alliancebernstein L.P. | 21,282 | $3.22M | 0.00% | +2,506+13.3% | Added |
| HRT Financial LP | 21,354 | $3.23M | 0.02% | +21,354 | New |
| Nomura Holdings Inc | 22,304 | $3.38M | 0.02% | +969+4.5% | Added |
| Advisor Group Holdings, Inc. | 22,537 | $3.41M | 0.01% | −5,509−19.6% | Reduced |
| Voya Investment Management LLC | 22,655 | $3.43M | 0.01% | +8,407+59.0% | Added |
| Railway Pension Investments Ltd | 23,234 | $3.52M | 0.03% | 00.0% | Unchanged |
| Jump Financial, LLC | 23,358 | $3.53M | 0.22% | +15,058+181.4% | Added |
| Rafferty Asset Management, LLC | 24,063 | $3.64M | 0.02% | +2,414+11.2% | Added |
| Parametric Portfolio Associates LLC | 24,419 | $3.69M | 0.00% | +3,673+17.7% | Added |
| Public Employees Retirement System of Ohio | 24,583 | $3.72M | 0.01% | −590−2.3% | Reduced |
| Gladstone Institutional Advisory LLC | 26,026 | $3.94M | 0.31% | +15,926+157.7% | Added |
| Twin Tree Management, LP | 26,464 | $4.00M | 0.10% | +26,464 | New |
| AtonRa Partners | 26,533 | $4.01M | 1.39% | +2,681+11.2% | Added |
| Ergoteles LLC | 27,102 | $4.10M | 0.16% | +27,102 | New |
| Aubrey Capital Management Ltd | 27,200 | $4.11M | 1.60% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 27,637 | $4.18M | 0.00% | −124,930−81.9% | Reduced |
| Andra AP-fonden | 27,900 | $4.22M | 0.09% | −25,551−47.8% | Reduced |
| SEI Investments Co | 28,461 | $4.22M | 0.01% | −39,784−58.3% | Reduced |
| Royal Bank of Canada | 31,048 | $4.70M | 0.00% | −6,387−17.1% | Reduced |
| Ci Investments Inc. | 31,296 | $4.74M | 0.02% | +30.0% | Added |
| STRS Ohio | 33,042 | $5.00M | 0.02% | +31,018+1,532.5% | Added |
| Handelsbanken Fonder AB | 34,040 | $5.15M | 0.03% | +34,040 | New |
| Victory Capital Management Inc | 34,272 | $5.18M | 0.00% | +2,909+9.3% | Added |
| Coastal Bridge Advisors, LLC | 35,588 | $5.38M | 1.12% | +25,588+255.9% | Added |
| LifePro Asset Management | 35,864 | $5.43M | 1.61% | +31,359+696.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 35,957 | $5.44M | 0.02% | +21,084+141.8% | Added |
| Commonwealth Equity Services, LLC | 36,084 | $5.46M | 0.01% | +7,382+25.7% | Added |
| Raymond James & Associates | 37,034 | $5.60M | 0.00% | +15,976+75.9% | Added |