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 |
|---|---|---|---|---|---|
| Jump Financial, LLC | 23,358 | $3.53M | 0.22% | +15,058+181.4% | Added |
| Railway Pension Investments Ltd | 23,234 | $3.52M | 0.03% | 00.0% | Unchanged |
| Voya Investment Management LLC | 22,655 | $3.43M | 0.01% | +8,407+59.0% | Added |
| Advisor Group Holdings, Inc. | 22,537 | $3.41M | 0.01% | −5,509−19.6% | Reduced |
| Nomura Holdings Inc | 22,304 | $3.38M | 0.02% | +969+4.5% | Added |
| HRT Financial LP | 21,354 | $3.23M | 0.02% | +21,354 | New |
| Alliancebernstein L.P. | 21,282 | $3.22M | 0.00% | +2,506+13.3% | Added |
| Paradiem, LLC | 29,242 | $3.19M | 1.04% | +17,990+159.9% | Added |
| Aigen Investment Management, LP | 21,617 | $3.18M | 0.20% | +21,617 | New |
| WMG Financial Advisors, LLC | 20,900 | $3.16M | 2.46% | +20,900 | New |
| Advisor Resource Council | 20,827 | $3.15M | 0.25% | +20,827 | New |
| Squarepoint Ops LLC | 18,877 | $2.86M | 0.01% | +18,877 | New |
| TCI Wealth Advisors, Inc. | 18,799 | $2.84M | 0.42% | +202+1.1% | Added |
| Kore Private Wealth LLC | 18,754 | $2.84M | 0.35% | +17,500+1,395.5% | Added |
| Renaissance Capital LLC | 18,593 | $2.81M | 0.72% | −3,014−13.9% | Reduced |
| Capitolis Advisors LLC | 18,524 | $2.80M | 0.02% | +3,736+25.3% | Added |
| US Bancorp | 18,094 | $2.74M | 0.00% | −5,691−23.9% | Reduced |
| Atlas Principals, LLC | 18,000 | $2.72M | 4.29% | +3,000+20.0% | Added |
| State of Wisconsin Investment Board | 17,537 | $2.65M | 0.01% | +11,886+210.3% | Added |
| Vontobel Holding Ltd. | 16,692 | $2.60M | 0.02% | +502+3.1% | Added |
| Ieq Capital, LLC | 16,673 | $2.52M | 0.06% | +9,458+131.1% | Added |
| Treasurer of the State of North Carolina | 16,529 | $2.50M | 0.01% | +290+1.8% | Added |
| Seven Eight Capital, LP | 16,478 | $2.49M | 0.45% | +16,478 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 15,705 | $2.38M | 0.02% | +15,705 | New |
| FORA Capital, LLC | 15,601 | $2.36M | 0.92% | +15,601 | New |
| Virtu Financial LLC | 15,176 | $2.30M | 0.23% | +12,727+519.7% | Added |
| Walleye Trading LLC | 14,874 | $2.25M | 0.04% | +14,874 | New |
| 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 |
| Mercer Global Advisors Inc | 14,230 | $2.15M | 0.01% | −2,939−17.1% | Reduced |
| Nomura Asset Management Co Ltd | 13,780 | $2.08M | 0.01% | +13,780 | New |
| State of New Jersey Common Pension Fund D | 13,580 | $2.06M | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 13,537 | $2.05M | 0.02% | +12,684+1,487.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 12,031 | $1.86M | 0.04% | +3,231+36.7% | Added |
| Advisory Services Network, LLC | 12,273 | $1.86M | 0.05% | +4,033+48.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 11,980 | $1.81M | 0.00% | +1,096+10.1% | Added |
| Griffin Asset Management, Inc. | 11,747 | $1.78M | 0.22% | −1,330−10.2% | Reduced |
| HAP Trading, LLC | 11,319 | $1.71M | 0.12% | +11,319 | New |
| PDT Partners, LLC | 11,207 | $1.70M | 0.13% | −4,173−27.1% | Reduced |
| Concorde Asset Management, LLC | 11,157 | $1.69M | 1.03% | +650+6.2% | Added |
| Paloma Partners Management Co | 11,023 | $1.67M | 0.05% | +8,038+269.3% | Added |
| Verition Fund Management LLC | 10,962 | $1.66M | 0.02% | +10,962 | New |
| Advisory Research Inc | 10,934 | $1.65M | 0.13% | −2,501−18.6% | Reduced |
| Van Eck Associates Corp | 10,875 | $1.65M | 0.00% | +10,875 | New |
| Malaga Cove Capital, LLC | 10,550 | $1.60M | 0.63% | +3,225+44.0% | Added |
| Altshuler Shaham Ltd | 10,023 | $1.52M | 0.03% | +9,872+6,537.7% | Added |
| Synergy Financial Group, LTD | 9,806 | $1.48M | 1.33% | +9,806 | New |
| Amalgamated Bank | 9,589 | $1.45M | 0.01% | +1,425+17.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 9,552 | $1.45M | 0.00% | +9,552 | New |
| Wellington Management Group LLP | 9,152 | $1.39M | 0.00% | +9,152 | New |
| TD Asset Management Inc | 9,006 | $1.36M | 0.00% | +9,006 | New |
| Korea Investment CORP | 9,000 | $1.36M | 0.00% | +9,000 | New |
| Sender Co & Partners, Inc. | 8,958 | $1.35M | 0.87% | +8,958 | New |
| Wedbush Securities Inc | 8,703 | $1.32M | 0.06% | +7,658+732.8% | Added |
| Asset Management One Co.,Ltd. | 8,871 | $1.31M | 0.00% | +8,871 | New |
| National Asset Management, Inc. | 8,459 | $1.28M | 0.04% | −1,209−12.5% | Reduced |
| D.A. Davidson & Co. | 8,364 | $1.26M | 0.01% | +126+1.5% | Added |
| Longitude (Cayman) Ltd. | 8,300 | $1.26M | 1.03% | +8,300 | New |
| American Century Companies Inc | 8,120 | $1.23M | 0.00% | +1,127+16.1% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $1.21M | 0.39% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 7,979 | $1.21M | 0.65% | −3,460−30.2% | Reduced |
| SG Americas Securities, LLC | 7,844 | $1.19M | 0.01% | −1,789−18.6% | Reduced |
| Ensign Peak Advisors, Inc | 7,785 | $1.18M | 0.00% | +7,785 | New |
| FMR LLC | 7,686 | $1.16M | 0.00% | +3,566+86.6% | Added |
| Prudential PLC | 7,491 | $1.13M | 0.02% | +7,491 | New |
| Engineers Gate Manager LP | 7,043 | $1.07M | 0.05% | +5,110+264.4% | Added |
| Alpine Global Management, LLC | 6,920 | $1.05M | 0.16% | +6,920 | New |
| Asset Management Corp | 6,916 | $1.05M | 0.61% | +6,916 | New |
| Prospera Financial Services Inc | 6,872 | $1.04M | 0.04% | +5,360+354.5% | Added |
| Janney Montgomery Scott LLC | 6,805 | $1.03M | 0.00% | +4,261+167.5% | Added |
| DekaBank Deutsche Girozentrale | 7,046 | $1.02M | 0.00% | +2,046+40.9% | Added |
| Marshall Wace, LLP | 6,566 | $993.0K | 0.00% | +6,566 | New |
| Stifel Financial Corp | 6,478 | $980.0K | 0.00% | +5,541+591.4% | Added |
| Utah Retirement Systems | 6,447 | $975.0K | 0.01% | +100+1.6% | Added |
| Orion Capital Management LLC | 6,330 | $958.0K | 0.54% | +680+12.0% | Added |
| ExodusPoint Capital Management, LP | 6,240 | $944.0K | 0.01% | +6,240 | New |
| GFG Capital, LLC | 6,100 | $923.0K | 0.28% | +6,100 | New |
| Oregon Public Employees Retirement Fund | 6,015 | $910.0K | 0.01% | +6,015 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,126 | $886.0K | 0.00% | +3,850+169.2% | Added |
| Graham Holdings Co | 5,846 | $884.0K | 0.11% | +5,846 | New |
| Independent Solutions Wealth Management, LLC | 5,616 | $849.7K | 0.20% | +177+3.3% | Added |
| ACT Capital Management, LLC | 5,600 | $847.0K | 0.61% | −11,500−67.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,514 | $834.0K | 0.20% | +5,514 | New |
| Vista Finance, LLC | 5,391 | $816.0K | 0.84% | +5,391 | New |
| HighTower Advisors, LLC | 5,297 | $807.0K | 0.00% | +2,278+75.5% | Added |
| CIBC World Markets Inc. | 5,327 | $806.0K | 0.00% | +770+16.9% | 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 |
| Gilder Gagnon Howe & Co LLC | 5,276 | $798.0K | 0.00% | +5,133+3,589.5% | 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 |
| Oxbow Advisors, LLC | 5,205 | $788.0K | 0.08% | +1,434+38.0% | Added |
| Aft, Forsyth & Company, Inc. | 5,170 | $782.0K | 0.40% | +770+17.5% | Added |
| Xponance, Inc. | 5,110 | $773.0K | 0.01% | +44+0.9% | Added |
| Cubist Systematic Strategies, LLC | 5,020 | $760.0K | 0.01% | −7,474−59.8% | Reduced |
| Lincoln National Corp | 5,012 | $758.0K | 0.02% | +1,226+32.4% | Added |
| FNY Investment Advisers, LLC | 5,000 | $756.0K | 0.41% | +5,000 | New |
| Teamwork Financial Advisors, LLC | 4,906 | $742.0K | 0.14% | +2,985+155.4% | Added |
| Principal Financial Group Inc | 4,878 | $738.0K | 0.00% | +244+5.3% | Added |
| Souders Financial Advisors | 4,799 | $726.0K | 0.21% | +478+11.1% | Added |