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 |
|---|---|---|---|---|---|
| E. Ohman J:or Asset Management AB | 38,500 | $5.83M | 0.17% | +5,800+17.7% | Added |
| Myriad Asset Management Ltd. | 40,000 | $6.05M | 0.66% | +40,000 | New |
| Natixis | 40,798 | $6.17M | 0.02% | +25,861+173.1% | Added |
| Rhumbline Advisers | 44,111 | $6.67M | 0.01% | +2,352+5.6% | Added |
| Ameriprise Financial Inc | 44,680 | $6.79M | 0.00% | −11,837−20.9% | Reduced |
| State Board of Administration of Florida Retirement System | 45,653 | $6.91M | 0.01% | +15,203+49.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 46,794 | $7.08M | 0.00% | +46,794 | New |
| Cutler Group LP | 48,803 | $7.38M | 0.51% | −8,407−14.7% | Reduced |
| Capital World Investors | 50,000 | $7.57M | 0.00% | 00.0% | Unchanged |
| Baader Bank INC | 50,027 | $7.57M | 0.60% | +50,027 | New |
| New York State Common Retirement Fund | 51,500 | $7.79M | 0.01% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 52,000 | $7.87M | 0.09% | +15,000+40.5% | Added |
| Wells Fargo & Company | 52,081 | $7.88M | 0.00% | +6,533+14.3% | Added |
| California State Teachers Retirement System | 52,215 | $7.90M | 0.01% | −5,945−10.2% | Reduced |
| Wolverine Trading, LLC | 51,466 | $8.00M | 0.11% | −14,425−21.9% | Reduced |
| LPL Financial LLC | 53,282 | $8.06M | 0.01% | +15,417+40.7% | Added |
| Trexquant Investment LP | 56,387 | $8.53M | 0.53% | +56,387 | New |
| Polar Capital Holdings Plc | 57,237 | $8.66M | 0.04% | +41,905+273.3% | Added |
| Crawford Lake Capital Management, LLC | 59,397 | $8.99M | 3.72% | +59,397 | New |
| First Trust Advisors LP | 59,575 | $9.01M | 0.01% | −28,346−32.2% | Reduced |
| Bordeaux Wealth Advisors LLC | 60,000 | $9.08M | 4.18% | +60,000 | New |
| Citigroup Inc | 62,379 | $9.44M | 0.01% | +25,586+69.5% | Added |
| Toronto Dominion Bank | 64,832 | $9.81M | 0.01% | +64,832 | New |
| UBS Group AG | 64,986 | $9.83M | 0.00% | +6,480+11.1% | Added |
| UBS Asset Management Americas Inc | 66,134 | $10.0M | 0.00% | +27,217+69.9% | Added |
| Neuberger Berman Group LLC | 66,492 | $10.1M | 0.01% | −2,546−3.7% | Reduced |
| Group One Trading, L.P. | 69,544 | $10.5M | 0.20% | +69,544 | New |
| First Republic Investment Management, Inc. | 70,783 | $10.7M | 0.02% | +20,076+39.6% | Added |
| Invesco Ltd. | 75,492 | $11.4M | 0.00% | +7,389+10.8% | Added |
| Worldquant Millennium Advisors LLC | 78,672 | $11.9M | 0.24% | +78,672 | New |
| JPMorgan Chase & Co | 84,015 | $12.7M | 0.00% | +46,344+123.0% | Added |
| Pictet Asset Management SA | 86,469 | $13.1M | 0.01% | −6,382−6.9% | Reduced |
| Simplex Trading, LLC | 86,851 | $13.1M | 0.43% | +5,889+7.3% | Added |
| Credit Suisse AG | 93,182 | $14.1M | 0.01% | +1,636+1.8% | Added |
| Goldman Sachs Group Inc | 101,623 | $15.4M | 0.00% | +68,219+204.2% | Added |
| California Public Employees Retirement System | 102,108 | $15.4M | 0.01% | +3,349+3.4% | Added |
| Macquarie Group Ltd | 103,177 | $15.6M | 0.01% | +87,980+578.9% | Added |
| CTC LLC | 111,266 | $16.8M | 0.38% | +111,266 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 116,125 | $17.6M | 0.04% | +22,600+24.2% | Added |
| Kuvari Partners LLP | 120,391 | $18.2M | 100.00% | +90,686+305.3% | Added |
| Legal & General Group Plc | 133,721 | $20.2M | 0.01% | +70,415+111.2% | Added |
| Nuveen Asset Management, LLC | 140,667 | $21.3M | 0.01% | +2,259+1.6% | Added |
| Bank of New York Mellon Corp | 143,624 | $21.7M | 0.00% | +19,951+16.1% | Added |
| Carnegie Capital Asset Management, LLC | 145,095 | $22.0M | 0.72% | +45,354+45.5% | Added |
| Bank of Montreal | 141,734 | $22.7M | 0.01% | +19,850+16.3% | Added |
| Atika Capital Management LLC | 174,625 | $26.4M | 2.16% | −97,375−35.8% | Reduced |
| Deutsche Bank AG | 177,923 | $26.9M | 0.01% | +50,327+39.4% | Added |
| Parallax Volatility Advisers, L.P. | 185,042 | $28.0M | 0.34% | +185,042 | New |
| BlueCrest Capital Management Ltd | 186,454 | $28.2M | 1.64% | +183,998+7,491.8% | Added |
| Millennium Management LLC | 190,821 | $28.9M | 0.03% | +45,297+31.1% | Added |
| Consolidated Investment Group LLC | 196,000 | $29.7M | 4.70% | −26,214−11.8% | Reduced |
| Bank of America Corp | 207,384 | $31.4M | 0.00% | −19,350−8.5% | Reduced |
| Capital International Investors | 262,635 | $39.7M | 0.01% | −89,830−25.5% | Reduced |
| Charles Schwab Investment Management Inc | 264,048 | $40.0M | 0.01% | +21,823+9.0% | Added |
| Amundi | 396,080 | $43.3M | 0.03% | +258,699+188.3% | Added |
| Citadel Advisors LLC | 286,472 | $43.3M | 0.05% | +207,105+260.9% | Added |
| Voloridge Investment Management, LLC | 290,666 | $44.0M | 0.24% | +39,563+15.8% | Added |
| Robeco Institutional Asset Management B.V. | 325,000 | $49.2M | 0.10% | +110,000+51.2% | Added |
| Norges Bank | 340,734 | $51.6M | 0.01% | +105,719+45.0% | Added |
| Artemis Investment Management LLP | 342,171 | $51.7M | 0.38% | +342,171 | New |
| Northern Trust Corp | 342,860 | $51.9M | 0.01% | +29,645+9.5% | Added |
| HSBC Holdings PLC | 550,628 | $85.4M | 0.09% | +516,648+1,520.4% | Added |
| Two Sigma Advisers, LP | 609,200 | $92.2M | 0.23% | +77,300+14.5% | Added |
| Geode Capital Management, LLC | 663,677 | $100.4M | 0.01% | +65,978+11.0% | Added |
| Two Sigma Investments, LP | 696,045 | $105.3M | 0.26% | −2260.0% | Reduced |
| Susquehanna International Group, LLP | 712,306 | $107.8M | 0.16% | +372,963+109.9% | Added |
| State Street Corp | 788,272 | $119.3M | 0.01% | +108,404+15.9% | Added |
| Jane Street Group, LLC | 873,900 | $132.2M | 0.25% | +686,892+367.3% | Added |
| Fred Alger Management, LLC | 909,560 | $137.6M | 0.34% | −1,229,479−57.5% | Reduced |
| Morgan Stanley | 972,984 | $147.2M | 0.02% | +689,237+242.9% | Added |
| Allianz Asset Management GmbH | 1,005,013 | $152.1M | 0.11% | +1,005,013 | New |
| BIT Capital GmbH | 1,110,298 | $168.0M | 13.02% | −97,273−8.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,192,305 | $180.4M | 0.39% | −15,566−1.3% | Reduced |
| Renaissance Technologies LLC | 1,238,437 | $187.4M | 0.23% | +315,537+34.2% | Added |
| D. E. Shaw & Co., Inc. | 1,724,450 | $260.9M | 0.32% | +1,078,217+166.8% | Added |
| BlackRock Inc. | 2,113,533 | $319.8M | 0.01% | +340,491+19.2% | Added |
| Third Point LLCSuperinvestorThird Point | 4,000,000 | $605.2M | 4.22% | −8,400,000−67.7% | Reduced |
| Vulcan Value Partners, LLC | 4,845,315 | $733.1M | 3.75% | +594,854+14.0% | Added |
| Vanguard Group Inc | 4,981,542 | $753.7M | 0.02% | +551,252+12.4% | Added |
| Gordian Capital Singapore Pte Ltd | 1 | – | – | +1 | New |
| VK Services, LLC | 0 | $0 | 0.00% | −2,478,297−100.0% | Sold out |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −829,995−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −563,100−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −93,034−100.0% | Sold out |
| EMJ Capital Ltd. | 0 | $0 | 0.00% | −91,600−100.0% | Sold out |
| Regents of the University of California | 0 | $0 | 0.00% | −78,438−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −52,292−100.0% | Sold out |
| State of Michigan Retirement System | 0 | $0 | 0.00% | −51,885−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −49,086−100.0% | Sold out |
| Swiss National Bank | 0 | $0 | 0.00% | −42,500−100.0% | Sold out |
| Scout Investments, Inc. | 0 | $0 | 0.00% | −35,037−100.0% | Sold out |
| Mark Asset Management LP | 0 | $0 | 0.00% | −34,000−100.0% | Sold out |
| Battery Management Corp. | 0 | $0 | 0.00% | −33,519−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −31,718−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −22,925−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −19,406−100.0% | Sold out |
| Mission Creek Capital Partners, Inc. | 0 | $0 | 0.00% | −17,529−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −16,710−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Board of Trustees of The Leland Stanford Junior University | 0 | $0 | 0.00% | −13,619−100.0% | Sold out |