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, Q1 2022
Institutional positions in Upstart Holdings, Inc. as of Mar 31, 2022. 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
- 496
- +24 vs. Q4 2021
- Shares held
- 40.6M
- +2.00M (+5.2%) vs. Q4 2021
- Total value
- $4.43B
- −$1.40B (−24.1%) vs. Q4 2021
- New holders
- 123
- 248 more added
- Sold out
- 99
- 73 more reduced
8 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Upstart Holdings, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vulcan Value Partners, LLC | 7,241,207 | $789.9M | 4.85% | +2,395,892+49.4% | Added |
| Vanguard Group Inc | 5,822,210 | $635.1M | 0.02% | +840,668+16.9% | Added |
| Morgan Stanley | 3,616,361 | $394.5M | 0.05% | +2,643,377+271.7% | Added |
| BlackRock Inc. | 2,355,881 | $257.0M | 0.01% | +242,348+11.5% | Added |
| Fred Alger Management, LLC | 1,865,443 | $203.5M | 0.65% | +955,883+105.1% | Added |
| Bank of America Corp | 1,184,170 | $129.2M | 0.01% | +976,786+471.0% | Added |
| BIT Capital GmbH | 1,178,910 | $128.6M | 13.21% | +68,612+6.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,057,158 | $115.3M | 0.24% | −135,147−11.3% | Reduced |
| Allianz Asset Management GmbH | 1,005,087 | $109.6M | 0.09% | +740.0% | Added |
| State Street Corp | 965,978 | $105.4M | 0.01% | +177,706+22.5% | Added |
| Susquehanna International Group, LLP | 852,019 | $92.9M | 0.14% | +139,713+19.6% | Added |
| Geode Capital Management, LLC | 682,860 | $74.4M | 0.01% | +19,183+2.9% | Added |
| Artemis Investment Management LLP | 632,025 | $68.8M | 0.56% | +289,854+84.7% | Added |
| Amundi | 578,718 | $55.2M | 0.04% | +182,638+46.1% | Added |
| Northern Trust Corp | 433,243 | $47.3M | 0.01% | +90,383+26.4% | Added |
| Norges Bank | 406,417 | $44.3M | 0.01% | +65,683+19.3% | Added |
| Robeco Institutional Asset Management B.V. | 399,437 | $43.6M | 0.10% | +74,437+22.9% | Added |
| La Financiere de L'Echiquier | 397,024 | $43.3M | 1.78% | +397,024 | New |
| Jane Street Group, LLC | 316,033 | $34.5M | 0.06% | −557,867−63.8% | Reduced |
| Barclays PLC | 304,816 | $33.3M | 0.03% | +304,816 | New |
| Kuvari Partners LLP | 296,738 | $32.4M | 100.00% | +176,347+146.5% | Added |
| Nuveen Asset Management, LLC | 243,943 | $30.7M | 0.01% | +103,276+73.4% | Added |
| Charles Schwab Investment Management Inc | 270,008 | $29.5M | 0.01% | +5,960+2.3% | Added |
| Capital International Investors | 262,635 | $28.7M | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 247,762 | $27.0M | 0.00% | +163,747+194.9% | Added |
| Goldman Sachs Group Inc | 224,661 | $24.5M | 0.01% | +123,038+121.1% | Added |
| Consolidated Investment Group LLC | 199,200 | $21.7M | 3.54% | +3,200+1.6% | Added |
| Legal & General Group Plc | 194,176 | $21.2M | 0.01% | +60,455+45.2% | Added |
| Carnegie Capital Asset Management, LLC | 183,341 | $20.0M | 0.73% | +38,246+26.4% | Added |
| Deutsche Bank AG | 176,652 | $19.3M | 0.01% | −1,271−0.7% | Reduced |
| Millennium Management LLC | 172,898 | $18.9M | 0.02% | −17,923−9.4% | Reduced |
| Bank of New York Mellon Corp | 172,118 | $18.8M | 0.00% | +28,494+19.8% | Added |
| UBS Group AG | 171,041 | $18.7M | 0.01% | +106,055+163.2% | Added |
| Korea Investment CORP | 131,200 | $14.3M | 0.04% | +122,200+1,357.8% | Added |
| Nordea Investment Management AB | 121,161 | $13.9M | 0.02% | +119,530+7,328.6% | Added |
| First Republic Investment Management, Inc. | 125,196 | $13.7M | 0.03% | +54,413+76.9% | Added |
| Bank of Montreal | 117,095 | $13.5M | 0.01% | −24,639−17.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 121,263 | $13.2M | 0.31% | −63,779−34.5% | Reduced |
| Nomura Holdings Inc | 106,583 | $11.6M | 0.09% | +84,279+377.9% | Added |
| Parametric Portfolio Associates LLC | 105,620 | $11.5M | 0.01% | +81,201+332.5% | Added |
| Commonwealth Equity Services, LLC | 104,182 | $11.4M | 0.03% | +68,098+188.7% | Added |
| UBS Asset Management Americas Inc | 103,552 | $11.3M | 0.00% | +37,418+56.6% | Added |
| LPL Financial LLC | 101,430 | $11.1M | 0.01% | +48,148+90.4% | Added |
| Vestor Capital, LLC | 99,738 | $10.9M | 1.08% | +99,738 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 98,741 | $10.8M | 0.01% | +51,947+111.0% | Added |
| Pictet Asset Management SA | 95,784 | $10.4M | 0.01% | +9,315+10.8% | Added |
| California Public Employees Retirement System | 95,535 | $10.4M | 0.01% | −6,573−6.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 93,525 | $10.2M | 0.04% | −22,600−19.5% | Reduced |
| Group One Trading, L.P. | 88,670 | $9.67M | 0.21% | +19,126+27.5% | Added |
| D. E. Shaw & Co., Inc. | 87,404 | $9.54M | 0.01% | −1,637,046−94.9% | Reduced |
| Liontrust Investment Partners LLP | 85,000 | $9.27M | 0.12% | +33,000+63.5% | Added |
| Voloridge Investment Management, LLC | 82,905 | $9.04M | 0.05% | −207,761−71.5% | Reduced |
| GFG Capital, LLC | 82,481 | $9.00M | 2.67% | +76,381+1,252.1% | Added |
| Banque Pictet & Cie SA | 80,000 | $8.73M | 0.07% | +80,000 | New |
| GAM Holding AG | 79,600 | $8.68M | 0.43% | +79,600 | New |
| Icapital Wealth LLC | 90,832 | $8.66M | 3.58% | +90,832 | New |
| Wolverine Asset Management LLC | 75,903 | $8.28M | 0.10% | +75,903 | New |
| California State Teachers Retirement System | 73,475 | $8.02M | 0.01% | +21,260+40.7% | Added |
| Credit Suisse AG | 72,369 | $7.89M | 0.01% | −20,813−22.3% | Reduced |
| Twin Tree Management, LP | 71,907 | $7.84M | 0.15% | +45,443+171.7% | Added |
| Wells Fargo & Company | 71,780 | $7.83M | 0.00% | +19,699+37.8% | Added |
| Wolverine Trading, LLC | 65,585 | $7.49M | 0.22% | +14,119+27.4% | Added |
| Citigroup Inc | 68,501 | $7.47M | 0.01% | +6,122+9.8% | Added |
| HSBC Holdings PLC | 66,705 | $7.44M | 0.01% | −483,923−87.9% | Reduced |
| Ameriprise Financial Inc | 71,620 | $7.44M | 0.00% | +26,940+60.3% | Added |
| First Trust Advisors LP | 60,338 | $6.58M | 0.01% | +763+1.3% | Added |
| Atika Capital Management LLC | 60,100 | $6.56M | 0.62% | −114,525−65.6% | Reduced |
| Neuberger Berman Group LLC | 60,040 | $6.55M | 0.01% | −6,452−9.7% | Reduced |
| Bordeaux Wealth Advisors LLC | 60,000 | $6.54M | 3.53% | 00.0% | Unchanged |
| Waverton Investment Management Ltd | 57,560 | $6.28M | 0.21% | +57,560 | New |
| Trexquant Investment LP | 54,973 | $6.00M | 0.28% | −1,414−2.5% | Reduced |
| New York State Common Retirement Fund | 53,100 | $5.79M | 0.01% | +1,600+3.1% | Added |
| Raymond James & Associates | 51,055 | $5.57M | 0.00% | +14,021+37.9% | Added |
| Man Group plc | 50,631 | $5.52M | 0.02% | +50,336+17,063.1% | Added |
| HAP Trading, LLC | 48,653 | $5.31M | 0.60% | +37,334+329.8% | Added |
| State Board of Administration of Florida Retirement System | 48,483 | $5.29M | 0.01% | +2,830+6.2% | Added |
| Advisor Resource Council | 45,065 | $4.92M | 1.50% | +24,238+116.4% | Added |
| Rhumbline Advisers | 44,596 | $4.87M | 0.01% | +485+1.1% | Added |
| Royal Bank of Canada | 42,290 | $4.61M | 0.00% | +11,242+36.2% | Added |
| Advisor Group Holdings, Inc. | 42,997 | $4.59M | 0.01% | +20,460+90.8% | Added |
| Polar Capital Holdings Plc | 41,350 | $4.51M | 0.03% | −15,887−27.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 40,359 | $4.40M | 0.02% | +4,402+12.2% | Added |
| WMG Financial Advisors, LLC | 40,025 | $4.37M | 3.21% | +19,125+91.5% | Added |
| SEI Investments Co | 39,317 | $4.29M | 0.01% | +10,856+38.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 39,219 | $4.28M | 0.03% | +39,044+22,310.9% | Added |
| Capital Fund Management S.A. | 38,987 | $4.25M | 0.11% | +38,987 | New |
| Two Sigma Securities, LLC | 38,099 | $4.16M | 0.58% | +34,765+1,042.7% | Added |
| Handelsbanken Fonder AB | 36,571 | $3.99M | 0.02% | +2,531+7.4% | Added |
| Price T Rowe Associates Inc | 36,244 | $3.95M | 0.00% | +8,607+31.1% | Added |
| Coastal Bridge Advisors, LLC | 35,688 | $3.89M | 0.90% | +100+0.3% | Added |
| FORA Capital, LLC | 34,106 | $3.89M | 0.70% | +18,505+118.6% | Added |
| Renaissance Technologies LLC | 34,100 | $3.72M | 0.00% | −1,204,337−97.2% | Reduced |
| Kamunting Street Capital Management, L.P. | 33,860 | $3.69M | 6.08% | +33,860 | New |
| Invesco Ltd. | 33,716 | $3.68M | 0.00% | −41,776−55.3% | Reduced |
| AE Wealth Management LLC | 33,021 | $3.60M | 0.02% | +18,733+131.1% | Added |
| HRT Financial LP | 31,891 | $3.48M | 0.02% | +10,537+49.3% | Added |
| Ci Investments Inc. | 31,290 | $3.41M | 0.01% | −60.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 30,281 | $3.30M | 0.01% | +24,155+394.3% | Added |
| Steadfast Capital Management LP | 30,000 | $3.27M | 0.07% | +30,000 | New |
| State of Wisconsin Investment Board | 29,651 | $3.23M | 0.01% | +12,114+69.1% | Added |