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 |
|---|---|---|---|---|---|
| Venturi Wealth Management, LLC | 1,639 | $248.0K | 0.02% | +540+49.1% | Added |
| Spire Wealth Management | 1,479 | $245.0K | 0.01% | +537+57.0% | Added |
| Jasper Ridge Partners, L.P. | 1,620 | $245.0K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 1,616 | $244.0K | 0.02% | +1,616 | New |
| Essex LLC | 1,600 | $242.0K | 0.06% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,581 | $239.2K | 0.00% | +431+37.5% | Added |
| Wealth Management Associates, Inc. | 1,574 | $238.1K | 0.13% | +177+12.7% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 2,245 | $238.0K | 0.07% | +331+17.3% | Added |
| J.W. Cole Advisors, Inc. | 1,556 | $235.0K | 0.02% | +268+20.8% | Added |
| XR Securities LLC | 1,514 | $229.0K | 0.03% | +1,514 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,505 | $228.0K | 0.07% | +580+62.7% | Added |
| Arcadia Investment Management Corp | 1,507 | $228.0K | 0.04% | +1,507 | New |
| Highland Capital Management, LLC | 1,500 | $227.0K | 0.01% | +1,500 | New |
| Compagnie Lombard Odier SCmA | 1,490 | $226.0K | 0.00% | +890+148.3% | Added |
| South Shore Capital Advisors | 1,493 | $226.0K | 0.37% | +1,493 | New |
| Impax Asset Management Group plc | 1,481 | $224.0K | 0.00% | +1,481 | New |
| Hilltop Holdings Inc. | 1,460 | $221.0K | 0.02% | +1,460 | New |
| Brown Advisory Inc | 1,386 | $210.0K | 0.00% | +1,386 | New |
| Manufacturers Life Insurance Company, The | 1,379 | $209.0K | 0.00% | −637−31.6% | Reduced |
| Alps Advisors Inc | 1,379 | $209.0K | 0.00% | +28+2.1% | Added |
| Intersect Capital LLC | 1,380 | $209.0K | 0.04% | +637+85.7% | Added |
| PFG Advisors | 1,380 | $209.0K | 0.02% | +1,380 | New |
| Rathbone Brothers plc | 1,367 | $207.0K | 0.00% | +1,367 | New |
| Mirador Capital Partners LP | 1,350 | $204.0K | 0.04% | +1,350 | New |
| Insight Folios Inc | 1,342 | $203.0K | 0.10% | +1,342 | New |
| CSS LLC | 1,334 | $202.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,200 | $182.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,164 | $176.0K | 0.00% | −1,701−59.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 1,100 | $171.0K | 0.00% | +1,100 | New |
| Liberty One Investment Management, LLC | 1,092 | $165.0K | 0.02% | +1,092 | New |
| Salem Investment Counselors Inc | 1,050 | $159.0K | 0.01% | +350+50.0% | Added |
| Captrust Financial Advisors | 1,007 | $152.0K | 0.00% | +298+42.0% | Added |
| Albion Financial Group | 1,000 | $151.0K | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 1,000 | $151.0K | 0.00% | +1,000 | New |
| Signet Financial Management, LLC | 1,000 | $151.0K | 0.02% | +1,000 | New |
| Meeder Asset Management Inc | 956 | $145.0K | 0.01% | +946+9,460.0% | Added |
| Manchester Capital Management LLC | 937 | $142.0K | 0.02% | +837+837.0% | Added |
| TD Waterhouse Canada Inc. | 847 | $139.4K | 0.00% | +847 | New |
| American International Group, Inc. | 866 | $131.0K | 0.00% | −19−2.1% | Reduced |
| Storebrand Asset Management AS | 841 | $127.2K | 0.00% | +841 | New |
| Fifth Third Bancorp | 800 | $121.0K | 0.00% | +500+166.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 780 | $118.0K | 0.01% | −4,203−84.3% | Reduced |
| Acadian Asset Management LLC | 740 | $111.0K | 0.00% | −33,158−97.8% | Reduced |
| Optimum Investment Advisors | 725 | $110.0K | 0.04% | +565+353.1% | Added |
| Tower Research Capital LLC (TRC) | 708 | $107.0K | 0.00% | −5,257−88.1% | Reduced |
| Geneos Wealth Management Inc. | 704 | $106.0K | 0.00% | +488+225.9% | Added |
| Parallel Advisors, LLC | 678 | $103.0K | 0.00% | +178+35.6% | Added |
| CKW Financial Group | 682 | $100.0K | 0.02% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 620 | $94.0K | 0.09% | +620 | New |
| Russell Investments Group, Ltd. | 598 | $92.0K | 0.00% | −6,898−92.0% | Reduced |
| Toth Financial Advisory Corp | 543 | $82.0K | 0.01% | +43+8.6% | Added |
| Harbor Investment Advisory, LLC | 520 | $79.0K | 0.01% | 00.0% | Unchanged |
| Eaton Vance Management | 515 | $78.0K | 0.00% | +413+404.9% | Added |
| Total Clarity Wealth Management, Inc. | 487 | $74.0K | 0.03% | +11+2.3% | Added |
| Alpha Paradigm Partners, LLC | 382 | $58.0K | 0.02% | −864−69.3% | Reduced |
| IFP Advisors, Inc | 354 | $53.0K | 0.00% | −443−55.6% | Reduced |
| Focused Wealth Management, Inc | 320 | $48.0K | 0.01% | +320 | New |
| Fuller & Thaler Asset Management, Inc. | 311 | $47.0K | 0.00% | −92,483−99.7% | Reduced |
| National Bank of Canada | 313 | $47.0K | 0.00% | +313 | New |
| JJJ Advisors Inc. | 305 | $46.0K | 0.01% | +305 | New |
| Cribstone Capital Management, LLC | 300 | $45.0K | 0.02% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 300 | $45.0K | 0.00% | +55+22.4% | Added |
| Man Group plc | 295 | $45.0K | 0.00% | +295 | New |
| Rise Advisors, LLC | 265 | $40.1K | 0.04% | +265 | New |
| Bedel Financial Consulting, Inc. | 264 | $40.0K | 0.01% | +14+5.6% | Added |
| KRS Capital Management, LLC | 255 | $38.0K | 0.03% | +255 | New |
| Fortitude Advisory Group L.L.C. | 250 | $38.0K | 0.02% | +250 | New |
| Vestcor Inc | 240 | $36.0K | 0.00% | +240 | New |
| Penserra Capital Management LLC | 223 | $33.0K | 0.00% | −31,379−99.3% | Reduced |
| JFS Wealth Advisors, LLC | 200 | $30.0K | 0.00% | −50−20.0% | Reduced |
| TSFG, LLC | 201 | $30.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 200 | $30.0K | 0.00% | +100+100.0% | Added |
| Plante Moran Financial Advisors, LLC | 200 | $30.0K | 0.00% | +200 | New |
| Proequities, Inc. | 189 | $29.0K | 0.00% | +53+39.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 175 | $26.0K | 0.00% | +175 | New |
| Tyler-Stone Wealth Management | 173 | $26.0K | 0.01% | +173 | New |
| Outfitter Financial LLC | 165 | $25.0K | 0.02% | +165 | New |
| Wagner Wealth Management, LLC | 160 | $24.0K | 0.02% | +70+77.8% | Added |
| NVWM, LLC | 162 | $24.0K | 0.01% | +100+161.3% | Added |
| CWM, LLC | 159 | $24.0K | 0.00% | +159 | New |
| Adirondack Trust Co | 150 | $23.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 141 | $21.3K | 0.00% | +91+182.0% | Added |
| Westside Investment Management, Inc. | 139 | $21.0K | 0.00% | +39+39.0% | Added |
| West Oak Capital, LLC | 125 | $19.0K | 0.01% | +25+25.0% | Added |
| Allspring Global Investments Holdings, LLC | 130 | $19.0K | 0.00% | +130 | New |
| Atlantic Trust, LLC | 112 | $17.0K | 0.01% | −2−1.8% | Reduced |
| State of Wyoming | 112 | $17.0K | 0.01% | +112 | New |
| Harvest Fund Management Co., Ltd | 105 | $16.0K | 0.00% | −81−43.5% | Reduced |
| Signaturefd, LLC | 104 | $16.0K | 0.00% | −54−34.2% | Reduced |
| Carroll Financial Associates, Inc. | 106 | $16.0K | 0.00% | +6+6.0% | Added |
| Cornerstone Advisory, LLC | 104 | $16.0K | 0.00% | +104 | New |
| Sugarloaf Wealth Management, LLC | 100 | $15.0K | 0.00% | −25−20.0% | Reduced |
| Parkside Financial Bank & Trust | 100 | $15.0K | 0.00% | −20−16.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 100 | $15.0K | 0.00% | +100 | New |
| Heritage Wealth Advisors | 100 | $15.0K | 0.00% | +100 | New |
| Ahrens Investment Partners LLC | 100 | $15.0K | 0.01% | +100 | New |
| Tradition Wealth Management, LLC | 100 | $15.0K | 0.00% | +100 | New |
| Koshinski Asset Management, Inc. | 95 | $14.4K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 93 | $14.0K | 0.01% | +43+86.0% | Added |
| Cypress Capital Management LLC (WY) | 95 | $14.0K | 0.01% | +95 | New |