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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.

Q1 2022 vs. Q4 2021

How the institutions holding Upstart Holdings, Inc. changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of UPST: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders4808496+24
Shares38.7M37.7K40.6M+2.00M (+5.2%)
Value$5.83B$5.70M$4.43B−$1.40B (−24.1%)

8 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (123)

Institutions that held Upstart Holdings, Inc. at the end of Q1 2022 but not at the end of Q4 2021.

Showing the largest 100 of 123 by value.

Institutions new to UPST in Q1 2022
InstitutionSharesValue% of portfolio
La Financiere de L'Echiquier397,024$43.3M1.78%
Barclays PLC304,816$33.3M0.03%
Vestor Capital, LLC99,738$10.9M1.08%
Banque Pictet & Cie SA80,000$8.73M0.07%
GAM Holding AG79,600$8.68M0.43%
Icapital Wealth LLC90,832$8.66M3.58%
Wolverine Asset Management LLC75,903$8.28M0.10%
Waverton Investment Management Ltd57,560$6.28M0.21%
Capital Fund Management S.A.38,987$4.25M0.11%
Kamunting Street Capital Management, L.P.33,860$3.69M6.08%
Steadfast Capital Management LP30,000$3.27M0.07%
IMC-Chicago, LLC21,863$2.38M0.12%
ClariVest Asset Management LLC21,406$2.34M0.09%
Traynor Capital Management, Inc.19,420$2.12M0.27%
Centiva Capital, LP18,810$2.05M0.12%
Cookson Peirce & Co Inc17,520$1.91M0.11%
GMT Capital Corp15,700$1.71M0.11%
Qube Research & Technologies Ltd13,553$1.48M0.01%
Independent Advisor Alliance13,436$1.47M0.07%
EMJ Capital Ltd.13,000$1.42M4.32%
Gotham Asset Management, LLC11,969$1.31M0.04%
USS Investment Management Ltd11,579$1.26M0.01%
Capital Impact Advisors, LLC11,542$1.26M0.92%
Alpha DNA Investment Management LLC11,437$1.25M0.89%
Amalgamated Financial Corp.10,881$1.19M0.01%
Perigon Wealth Management, LLC9,468$1.03M0.07%
Atria Wealth Solutions, Inc.8,983$980.0K0.02%
Arrowstreet Capital, Limited Partnership8,630$941.0K0.00%
Point72 Asset Management, L.P.7,888$861.0K0.00%
Prelude Capital Management, LLC7,217$787.0K0.04%
Tairen Capital Ltd7,000$764.0K0.10%
Dark Forest Capital Management LP6,982$762.0K0.18%
Jennison Associates LLC6,621$722.0K0.00%
Baird Financial Group, Inc.6,603$720.0K0.00%
M Holdings Securities, Inc.6,407$699.0K0.05%
Van Hulzen Asset Management, LLC6,370$695.0K0.07%
Corton Capital Inc.5,711$623.0K0.27%
Bridgewater Advisors Inc.5,504$600.0K0.15%
Bank of Hawaii4,990$544.0K0.03%
Navalign, LLC7,329$527.0K0.22%
TrimTabs Asset Management, LLC4,706$513.0K0.17%
Los Angeles Capital Management LLC4,607$503.0K0.00%
Bridgewater Associates, LP4,276$466.0K0.00%
Seaport Global Advisors, LLC4,257$464.0K1.48%
RBF Capital, LLC4,000$457.0K0.03%
Sciencast Management LP4,574$438.0K0.10%
Mount Yale Investment Advisors, LLC4,010$437.0K0.05%
Delphia (USA) Inc.4,009$437.0K0.33%
Parametrica Management Ltd3,982$434.0K0.32%
Panagora Asset Management Inc3,922$428.0K0.00%
Park Avenue Securities LLC3,520$384.0K0.01%
Bayesian Capital Management, LP3,453$377.0K0.06%
Blair William & Co3,218$351.0K0.00%
MetLife Investment Management3,109$339.2K0.00%
Truist Financial Corp3,102$339.0K0.00%
Oppenheimer Asset Management Inc.3,010$328.0K0.00%
Boothbay Fund Management, LLC3,000$327.0K0.01%
Aviva PLC2,973$324.0K0.00%
Thoroughbred Financial Services, LLC2,919$318.0K0.05%
Axxcess Wealth Management, LLC2,867$313.0K0.02%
Dynamic Advisor Solutions LLC2,626$286.0K0.02%
Hussman Strategic Advisors, Inc.2,600$284.0K0.06%
Gemmer Asset Management LLC2,474$269.0K0.03%
Canada Pension Plan Investment Board2,350$257.0K0.00%
IHT Wealth Management, LLC2,201$240.0K0.02%
Nisa Investment Advisors, LLC2,100$229.0K0.00%
Gsa Capital Partners LLP2,094$228.0K0.03%
CAPROCK Group, Inc.2,094$228.0K0.02%
Simplify Asset Management Inc.2,050$224.0K0.02%
CWA Asset Management Group, LLC2,035$222.0K0.02%
Permian Investment Partners, LP2,011$219.0K0.03%
Novare Capital Management LLC2,000$218.0K0.02%
Cetera Advisors LLC1,978$216.0K0.00%
Good Life Advisors, LLC1,969$215.0K0.03%
Pearl River Capital, LLC1,966$214.0K0.06%
Vident Investment Advisory, LLC1,924$209.0K0.01%
Sumitomo Mitsui DS Asset Management Company, Ltd1,861$203.0K0.00%
Miracle Mile Advisors, LLC1,861$203.0K0.01%
Emerald Mutual Fund Advisers Trust1,750$191.0K0.01%
Capital Advisory Group Advisory Services, LLC1,599$174.0K0.08%
Apollo Management Holdings, L.P.1,336$146.0K0.00%
Seeyond1,277$139.0K0.01%
Knuff & Co LLC1,200$131.0K0.05%
TCWP LLC1,158$126.0K0.02%
Freemont Management S.A.1,050$115.0K0.02%
WR Wealth Planners, LLC962$104.9K0.06%
CIBC Private Wealth Group, LLC909$99.0K0.00%
San Luis Wealth Advisors LLC426$64.0K0.03%
Hudock, Inc.417$45.0K0.01%
SkyView Investment Advisors, LLC416$45.0K0.01%
Pinnacle Bancorp, Inc.395$43.0K0.01%
GPS Wealth Strategies Group, LLC290$32.0K0.01%
Winch Advisory Services, LLC287$31.0K0.01%
First Horizon Advisors, Inc.263$29.0K0.00%
Money Concepts Capital Corp244$27.0K0.00%
SJS Investment Consulting Inc.233$25.0K0.01%
Farmers & Merchants Trust Co of Chambersburg PA200$22.0K0.01%
HC Financial Advisors Inc180$20.0K0.01%
Larson Financial Group LLC187$20.0K0.00%
Hantz Financial Services, Inc.161$18.0K0.00%

Sold out (99)

Institutions that held Upstart Holdings, Inc. at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of UPST in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Third Point LLCSuperinvestorThird Point4,000,000$605.2M
Two Sigma Investments, LP696,045$105.3M
Two Sigma Advisers, LP609,200$92.2M
CTC LLC111,266$16.8M
Worldquant Millennium Advisors LLC78,672$11.9M
Crawford Lake Capital Management, LLC59,397$8.99M
Baader Bank INC50,027$7.57M
Capital World Investors50,000$7.57M
Myriad Asset Management Ltd.40,000$6.05M
E. Ohman J:or Asset Management AB38,500$5.83M
LifePro Asset Management35,864$5.43M
STRS Ohio33,042$5.00M
Aubrey Capital Management Ltd27,200$4.11M
Ergoteles LLC27,102$4.10M
Capitolis Advisors LLC18,524$2.80M
Atlas Principals, LLC18,000$2.72M
Seven Eight Capital, LP16,478$2.49M
Eos Focused Equity Management, L.P.14,290$2.16M
PDT Partners, LLC11,207$1.70M
Concorde Asset Management, LLC11,157$1.69M
Altshuler Shaham Ltd10,023$1.52M
Wellington Management Group LLP9,152$1.39M
Sender Co & Partners, Inc.8,958$1.35M
Prudential PLC7,491$1.13M
Engineers Gate Manager LP7,043$1.07M
Alpine Global Management, LLC6,920$1.05M
Janney Montgomery Scott LLC6,805$1.03M
Y-Intercept (Hong Kong) Ltd5,514$834.0K
FNY Investment Advisers, LLC5,000$756.0K
Advisors Asset Management, Inc.4,219$638.3K
Alta Wealth Advisors LLC3,493$528.0K
Brookfield Asset Management Inc.3,245$491.0K
XTX Topco Ltd3,102$469.0K
Metropolitan Life Insurance Co3,033$458.9K
GWM Advisors LLC2,621$397.0K
Boulder Hill Capital Management LP2,600$393.0K
Hillsdale Investment Management Inc.2,380$360.0K
Illinois Municipal Retirement Fund2,356$356.0K
Golden Green, Inc.2,223$336.0K
Mackenzie Financial Corp2,174$329.0K
Verdence Capital Advisors LLC2,021$306.0K
Clear Street Markets LLC2,000$303.0K
Clare Market Investments LLC1,990$301.1K
Moloney Securities Asset Management, LLC1,978$299.0K
Legacy Advisors, LLC1,710$259.0K
Prudential Financial Inc1,656$255.0K
Stokes Family Office, LLC1,675$253.0K
Oppenheimer & Co Inc1,653$250.0K
Jasper Ridge Partners, L.P.1,620$245.0K
Essex LLC1,600$242.0K
Wealth Management Associates, Inc.1,574$238.1K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors1,505$228.0K
Highland Capital Management, LLC1,500$227.0K
Impax Asset Management Group plc1,481$224.0K
Hilltop Holdings Inc.1,460$221.0K
Alps Advisors Inc1,379$209.0K
PFG Advisors1,380$209.0K
Rathbone Brothers plc1,367$207.0K
Mirador Capital Partners LP1,350$204.0K
Insight Folios Inc1,342$203.0K
CSS LLC1,334$202.0K
Signet Financial Management, LLC1,000$151.0K
Acadian Asset Management LLC740$111.0K
Eaton Vance Management515$78.0K
Total Clarity Wealth Management, Inc.487$74.0K
Fuller & Thaler Asset Management, Inc.311$47.0K
KRS Capital Management, LLC255$38.0K
Outfitter Financial LLC165$25.0K
Wagner Wealth Management, LLC160$24.0K
Allspring Global Investments Holdings, LLC130$19.0K
State of Wyoming112$17.0K
Cornerstone Advisory, LLC104$16.0K
Cypress Capital Management LLC (WY)95$14.0K
Capital Analysts, LLC63$10.0K
CoreCap Advisors, LLC65$10.0K
Snowden Capital Advisors LLC67$10.0K
Delta Asset Management LLC50$8.00K
Princeton Global Asset Management LLC50$8.00K
McDonald Partners LLC50$7.57K
Absolute Capital Management, LLC50$7.57K
Motley Fool Asset Management LLC46$7.00K
Rinkey Investments56$6.00K
Henrickson Nauta Wealth Advisors, Inc.55$5.00K
Howe & Rusling Inc25$4.00K
Agf Investments Inc.28$4.00K
Gradient Investments LLC24$4.00K
Concord Wealth Partners25$4.00K
Shore Point Advisors, LLC25$4.00K
West Paces Advisors Inc.15$2.27K
Assetmark, Inc15$2.00K
Financial Management Professionals, Inc.10$2.00K
Eagle Bay Advisors LLC16$2.00K
First Manhattan Co10$1.00K
Lenox Wealth Advisors, LLC5$1.00K
BerganKDV Wealth Management, LLC5$1.00K
Clearview Wealth Advisors LLC4$1.00K
TD Private Client Wealth LLC3$454
Capital Advisors, Ltd. LLC1$0
Comprehensive Financial Consultants Institutional, Inc.6$0

Not filed for Q1 2022 yet (8)

Institutions that held Upstart Holdings, Inc. at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UPST in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Andra AP-fonden27,900$4.22M
NEXT Financial Group, Inc3,901$590.0K
Vivid Financial Management, Inc.2,041$309.0K
Paradigm Financial Advisors, LLC1,868$283.0K
Harbour Investments, Inc.1,846$279.0K
Carroll Financial Associates, Inc.106$16.0K
Reilly Financial Advisors, LLC17$3.00K
Bell Investment Advisors, Inc13$2.00K