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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.

Institutional holdersQ4 2021: 480 institutions
Q1 2021: 132 institutionsQ2 2021: 254 institutionsQ3 2021: 428 institutionsQ4 2021: 480 institutionsQ1 2022: 496 institutionsQ2 2022: 347 institutionsQ3 2022: 306 institutionsQ4 2022: 267 institutionsQ1 2023: 266 institutionsQ2 2023: 303 institutionsQ3 2023: 291 institutionsQ4 2023: 334 institutionsQ1 2024: 278 institutionsQ2 2024: 275 institutionsQ3 2024: 349 institutionsQ4 2024: 391 institutionsQ1 2025: 387 institutionsQ2 2025: 421 institutionsQ3 2025: 412 institutionsQ4 2025: 393 institutionsQ1 2026: 340 institutionsQ2 2026: 370 institutions
Value heldQ4 2021: $5.83B
Q1 2021: $5.12BQ2 2021: $5.00BQ3 2021: $13.3BQ4 2021: $5.83BQ1 2022: $4.43BQ2 2022: $1.17BQ3 2022: $658.8MQ4 2022: $388.9MQ1 2023: $471.6MQ2 2023: $1.30BQ3 2023: $1.08BQ4 2023: $1.70BQ1 2024: $1.00BQ2 2024: $919.5MQ3 2024: $1.99BQ4 2024: $3.59BQ1 2025: $2.77BQ2 2025: $3.98BQ3 2025: $3.27BQ4 2025: $2.83BQ1 2026: $1.45BQ2 2026: $2.07B
Institutions holding UPST and their total value by quarter
QuarterHoldersValue
Q2 2026370$2.07B
Q1 2026340$1.45B
Q4 2025393$2.83B
Q3 2025412$3.27B
Q2 2025421$3.98B
Q1 2025387$2.77B
Q4 2024391$3.59B
Q3 2024349$1.99B
Q2 2024275$919.5M
Q1 2024278$1.00B
Q4 2023334$1.70B
Q3 2023291$1.08B
Q2 2023303$1.30B
Q1 2023266$471.6M
Q4 2022267$388.9M
Q3 2022306$658.8M
Q2 2022347$1.17B
Q1 2022496$4.43B
Q4 2021480$5.83B
Q3 2021428$13.3B
Q2 2021254$5.00B
Q1 2021132$5.12B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Upstart Holdings, Inc.; share changes are against Q3 2021.

Institutions holding UPST in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Crestline Management, LP0$00.00%−12,700−100.0%Sold out
Janus Henderson Group PLC0$00.00%−11,186−100.0%Sold out
Stonnington Group, LLC0$00.00%−9,170−100.0%Sold out
Dumac, Inc.0$00.00%−8,676−100.0%Sold out
SlateStone Wealth, LLC0$00.00%−6,969−100.0%Sold out
LMR Partners LLP0$00.00%−6,814−100.0%Sold out
EAM Global Investors LLC0$00.00%−5,316−100.0%Sold out
Bank of Hawaii0$00.00%−3,971−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−3,765−100.0%Sold out
Walleye Capital LLC0$00.00%−3,735−100.0%Sold out
Kovack Advisors, Inc.0$00.00%−3,155−100.0%Sold out
Graticule Asia Macro Advisors LLC0$00.00%−3,140−100.0%Sold out
Truist Financial Corp0$00.00%−3,137−100.0%Sold out
APG Asset Management N.V.0$00.00%−3,200−100.0%Sold out
Samson Rock Capital LLP0$00.00%−2,240−100.0%Sold out
Gotham Asset Management, LLC0$00.00%−2,084−100.0%Sold out
RBF Capital, LLC0$00.00%−2,000−100.0%Sold out
Sawtooth Solutions, LLC0$00.00%−1,971−100.0%Sold out
Bluefin Capital Management, LLC0$00.00%−1,885−100.0%Sold out
Algert Global LLC0$00.00%−1,855−100.0%Sold out
Camden Capital, LLC0$00.00%−1,755−100.0%Sold out
Mount Yale Investment Advisors, LLC0$00.00%−1,619−100.0%Sold out
L & S Advisors Inc0$00.00%−1,500−100.0%Sold out
SkyView Investment Advisors, LLC0$00.00%−1,500−100.0%Sold out
Capital Asset Advisory Services LLC0$00.00%−1,495−100.0%Sold out
Oppenheimer Asset Management Inc.0$00.00%−1,424−100.0%Sold out
Simplify Asset Management Inc.0$00.00%−1,352−100.0%Sold out
IBM Retirement Fund0$00.00%−1,298−100.0%Sold out
Archford Capital Strategies, LLC0$00.00%−1,300−100.0%Sold out
Blair William & Co0$00.00%−1,211−100.0%Sold out
Thoroughbred Financial Services, LLC0$00.00%−1,186−100.0%Sold out
Keybank National Association0$00.00%−1,142−100.0%Sold out
TriaGen Wealth Management LLC0$00.00%−1,087−100.0%Sold out
Sheaff Brock Investment Advisors, LLC0$00.00%−1,072−100.0%Sold out
Jaffetilchin Investment Partners, LLC0$00.00%−1,066−100.0%Sold out
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management0$00.00%−1,030−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−1,027−100.0%Sold out
Paces Ferry Wealth Advisors, LLC0$00.00%−1,023−100.0%Sold out
Leverage Partners Absolute Return Fund SPC0$00.00%−1,001−100.0%Sold out
One Wealth Advisors, LLC0$00.00%−1,000−100.0%Sold out
Personal Capital Advisors Corp0$00.00%−969−100.0%Sold out
Peregrine Asset Advisers, Inc.0$00.00%−1,050−100.0%Sold out
Steel Peak Wealth Management LLC0$00.00%−952−100.0%Sold out
Independent Advisor Alliance0$00.00%−913−100.0%Sold out
Maven Securities LTD0$00.00%−910−100.0%Sold out
Cresset Asset Management, LLC0$00.00%−896−100.0%Sold out
Dynamic Advisor Solutions LLC0$00.00%−880−100.0%Sold out
LGL Partners, LLC0$00.00%−855−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−831−100.0%Sold out
Sciencast Management LP0$00.00%−785−100.0%Sold out
Wealthfront Advisers LLC0$00.00%−822−100.0%Sold out
Mutual Advisors, LLC0$00.00%−794−100.0%Sold out
Cetera Advisors LLC0$00.00%−788−100.0%Sold out
Dakota Wealth Management0$00.00%−766−100.0%Sold out
Brookstone Capital Management0$00.00%−653−100.0%Sold out
Geneva Partners, LLC0$00.00%−685−100.0%Sold out
Brighton Jones LLC0$00.00%−664−100.0%Sold out
Laurel Wealth Advisors, Inc.0$00.00%−665−100.0%Sold out
Buckingham Strategic Wealth, LLC0$00.00%−662−100.0%Sold out
Holderness Investments Co0$00.00%−649−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−647−100.0%Sold out
HBW Advisory Services LLC0$00.00%−640−100.0%Sold out
Truefg, LLC0$00.00%−625−100.0%Sold out
Perigon Wealth Management, LLC0$00.00%−633−100.0%Sold out
Atticus Wealth Management, LLC0$00.00%−402−100.0%Sold out
Capital Advisory Group Advisory Services, LLC0$00.00%−361−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−359−100.0%Sold out
Stonehage Fleming Financial Services Holdings Ltd0$00.00%−350−100.0%Sold out
SOA Wealth Advisors, LLC.0$00.00%−320−100.0%Sold out
Asset Dedication, LLC0$00.00%−180−100.0%Sold out
Winch Advisory Services, LLC0$00.00%−144−100.0%Sold out
Brewin Dolphin Ltd0$00.00%−131−100.0%Sold out
IronBridge Private Wealth, LLC0$00.00%−126−100.0%Sold out
Lindbrook Capital, LLC0$00.00%−110−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−103−100.0%Sold out
Hoey Investments, Inc0$00.00%−100−100.0%Sold out
Herold Advisors, Inc.0$00.00%−100−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−73−100.0%Sold out
Bessemer Group Inc0$00.00%−60−100.0%Sold out
Tucker Asset Management LLC0$00.00%−54−100.0%Sold out
Ellis Investment Partners, LLC0$00.00%−50−100.0%Sold out
Private Capital Group, LLC0$00.00%−42−100.0%Sold out
Catalyst Capital Advisors LLC0$00.00%−35−100.0%Sold out
Kowal Investment Group, LLC0$00.00%−17−100.0%Sold out
Arkadios Wealth Advisors0$00.00%−14−100.0%Sold out
Wetherby Asset Management Inc0$00.00%−7−100.0%Sold out
Lee Financial Co0$00.00%−6−100.0%Sold out
Syverson Strege & Co0$00.00%−6−100.0%Sold out
Core Wealth Advisors, Inc.0$00.00%−3−100.0%Sold out
Liberty Wealth Management LLC0$00.00%−3−100.0%Sold out
Harbor Financial Services, LLC––––Not filed
World Asset Management Inc––––Not filed
Berman Capital Advisors, LLC––––Not filed
Wealth Quarterback LLC––––Not filed