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 |
|---|---|---|---|---|---|
| Rise Advisors, LLC | 315 | $34.0K | 0.03% | +50+18.9% | Added |
| Tradition Wealth Management, LLC | 353 | $39.0K | 0.00% | +253+253.0% | Added |
| Alpha Paradigm Partners, LLC | 382 | $42.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 392 | $43.0K | 0.00% | +288+276.9% | Added |
| Pinnacle Bancorp, Inc. | 395 | $43.0K | 0.01% | +395 | New |
| Central Trust Co | 400 | $44.0K | 0.00% | +200+100.0% | Added |
| Hudock, Inc. | 417 | $45.0K | 0.01% | +417 | New |
| SkyView Investment Advisors, LLC | 416 | $45.0K | 0.01% | +416 | New |
| Northwestern Mutual Wealth Management Co | 427 | $47.0K | 0.00% | +327+327.0% | Added |
| Fortitude Advisory Group L.L.C. | 449 | $49.0K | 0.03% | +199+79.6% | Added |
| Harbor Investment Advisory, LLC | 500 | $55.0K | 0.01% | −20−3.8% | Reduced |
| Toth Financial Advisory Corp | 533 | $58.0K | 0.01% | −10−1.8% | Reduced |
| Parallel Advisors, LLC | 556 | $63.0K | 0.00% | −122−18.0% | Reduced |
| San Luis Wealth Advisors LLC | 426 | $64.0K | 0.03% | +426 | New |
| Vestcor Inc | 648 | $71.0K | 0.00% | +408+170.0% | Added |
| CKW Financial Group | 683 | $74.0K | 0.01% | +1+0.1% | Added |
| Optimum Investment Advisors | 760 | $83.0K | 0.03% | +35+4.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 780 | $85.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 826 | $90.0K | 0.00% | +513+163.9% | Added |
| American International Group, Inc. | 912 | $99.0K | 0.00% | +46+5.3% | Added |
| CIBC Private Wealth Group, LLC | 909 | $99.0K | 0.00% | +909 | New |
| WR Wealth Planners, LLC | 962 | $104.9K | 0.06% | +962 | New |
| Albion Financial Group | 1,000 | $109.0K | 0.01% | 00.0% | Unchanged |
| Freemont Management S.A. | 1,050 | $115.0K | 0.02% | +1,050 | New |
| TSFG, LLC | 1,067 | $116.0K | 0.04% | +866+430.8% | Added |
| AdvisorNet Financial, Inc | 1,067 | $116.0K | 0.01% | +1,052+7,013.3% | Added |
| Covestor Ltd | 1,068 | $117.0K | 0.08% | +1,037+3,345.2% | Added |
| TD Waterhouse Canada Inc. | 932 | $119.4K | 0.00% | +85+10.0% | Added |
| Geneos Wealth Management Inc. | 1,145 | $124.0K | 0.01% | +441+62.6% | Added |
| TCWP LLC | 1,158 | $126.0K | 0.02% | +1,158 | New |
| IFP Advisors, Inc | 3,728 | $128.0K | 0.00% | +3,374+953.1% | Added |
| Baldwin Brothers Inc | 1,200 | $131.0K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,200 | $131.0K | 0.05% | +1,200 | New |
| Seeyond | 1,277 | $139.0K | 0.01% | +1,277 | New |
| Apollo Management Holdings, L.P. | 1,336 | $146.0K | 0.00% | +1,336 | New |
| Manchester Capital Management LLC | 1,399 | $153.0K | 0.02% | +462+49.3% | Added |
| Shell Asset Management Co | 1,446 | $158.0K | 0.00% | −215−12.9% | Reduced |
| Salem Investment Counselors Inc | 1,455 | $159.0K | 0.01% | +405+38.6% | Added |
| Compagnie Lombard Odier SCmA | 1,490 | $162.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 1,599 | $174.0K | 0.08% | +1,599 | New |
| Fifth Third Bancorp | 1,617 | $176.0K | 0.00% | +817+102.1% | Added |
| Macquarie Group Ltd | 1,653 | $180.0K | 0.00% | −101,524−98.4% | Reduced |
| Russell Investments Group, Ltd. | 1,723 | $187.0K | 0.00% | +1,125+188.1% | Added |
| Emerald Mutual Fund Advisers Trust | 1,750 | $191.0K | 0.01% | +1,750 | New |
| Plante Moran Financial Advisors, LLC | 1,766 | $193.0K | 0.04% | +1,566+783.0% | Added |
| Daiwa Securities Group Inc. | 1,800 | $196.0K | 0.00% | +800+80.0% | Added |
| Captrust Financial Advisors | 1,837 | $200.0K | 0.00% | +830+82.4% | Added |
| Marshall Wace, LLP | 1,836 | $201.0K | 0.00% | −4,730−72.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,861 | $203.0K | 0.00% | +1,861 | New |
| Miracle Mile Advisors, LLC | 1,861 | $203.0K | 0.01% | +1,861 | New |
| Brown Advisory Inc | 1,872 | $204.0K | 0.00% | +486+35.1% | Added |
| Intersect Capital LLC | 1,880 | $205.0K | 0.04% | +500+36.2% | Added |
| Vident Investment Advisory, LLC | 1,924 | $209.0K | 0.01% | +1,924 | New |
| Venturi Wealth Management, LLC | 1,939 | $212.0K | 0.02% | +300+18.3% | Added |
| Pearl River Capital, LLC | 1,966 | $214.0K | 0.06% | +1,966 | New |
| BlueCrest Capital Management Ltd | 1,968 | $215.0K | 0.02% | −184,486−98.9% | Reduced |
| Good Life Advisors, LLC | 1,969 | $215.0K | 0.03% | +1,969 | New |
| Cetera Advisors LLC | 1,978 | $216.0K | 0.00% | +1,978 | New |
| LGT Fund Management Co Ltd. | 2,000 | $218.0K | 0.03% | 00.0% | Unchanged |
| Novare Capital Management LLC | 2,000 | $218.0K | 0.02% | +2,000 | New |
| Permian Investment Partners, LP | 2,011 | $219.0K | 0.03% | +2,011 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 2,038 | $222.0K | 0.06% | −207−9.2% | Reduced |
| CWA Asset Management Group, LLC | 2,035 | $222.0K | 0.02% | +2,035 | New |
| Simplify Asset Management Inc. | 2,050 | $224.0K | 0.02% | +2,050 | New |
| Jump Financial, LLC | 2,067 | $225.0K | 0.01% | −21,291−91.2% | Reduced |
| Gsa Capital Partners LLP | 2,094 | $228.0K | 0.03% | +2,094 | New |
| CAPROCK Group, Inc. | 2,094 | $228.0K | 0.02% | +2,094 | New |
| Guggenheim Capital LLC | 2,101 | $229.0K | 0.00% | +320+18.0% | Added |
| Nisa Investment Advisors, LLC | 2,100 | $229.0K | 0.00% | +2,100 | New |
| Avantax Advisory Services, Inc. | 2,086 | $230.0K | 0.00% | +391+23.1% | Added |
| J.W. Cole Advisors, Inc. | 2,122 | $231.0K | 0.02% | +566+36.4% | Added |
| First Foundation Advisors | 2,174 | $237.0K | 0.01% | +177+8.9% | Added |
| South Shore Capital Advisors | 2,194 | $239.0K | 0.39% | +701+47.0% | Added |
| Aigen Investment Management, LP | 2,198 | $240.0K | 0.04% | −19,419−89.8% | Reduced |
| IHT Wealth Management, LLC | 2,201 | $240.0K | 0.02% | +2,201 | New |
| Perennial Investment Advisors, LLC | 2,259 | $245.0K | 0.08% | +44+2.0% | Added |
| First National Bank | 2,257 | $246.0K | 0.23% | +100+4.6% | Added |
| Spire Wealth Management | 2,257 | $246.0K | 0.01% | +778+52.6% | Added |
| Arcadia Investment Management Corp | 2,277 | $248.0K | 0.05% | +770+51.1% | Added |
| Independent Financial Group, LLC | 2,329 | $254.1K | 0.02% | +170+7.9% | Added |
| Manufacturers Life Insurance Company, The | 2,332 | $254.4K | 0.00% | +953+69.1% | Added |
| Canada Pension Plan Investment Board | 2,350 | $257.0K | 0.00% | +2,350 | New |
| Liberty One Investment Management, LLC | 2,382 | $260.0K | 0.04% | +1,290+118.1% | Added |
| Commons Capital, LLC | 2,400 | $262.0K | 0.28% | +400+20.0% | Added |
| Purus Wealth Management, LLC | 2,427 | $265.0K | 0.18% | +27+1.1% | Added |
| Gemmer Asset Management LLC | 2,474 | $269.0K | 0.03% | +2,474 | New |
| Integrated Wealth Concepts LLC | 2,570 | $280.0K | 0.01% | +763+42.2% | Added |
| Hussman Strategic Advisors, Inc. | 2,600 | $284.0K | 0.06% | +2,600 | New |
| Dynamic Advisor Solutions LLC | 2,626 | $286.0K | 0.02% | +2,626 | New |
| Capital CS Group, LLC | 2,791 | $304.0K | 0.26% | −327−10.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,864 | $312.0K | 0.00% | +1,700+146.0% | Added |
| Axxcess Wealth Management, LLC | 2,867 | $313.0K | 0.02% | +2,867 | New |
| Thoroughbred Financial Services, LLC | 2,919 | $318.0K | 0.05% | +2,919 | New |
| Tyler-Stone Wealth Management | 2,947 | $321.0K | 0.18% | +2,774+1,603.5% | Added |
| Aviva PLC | 2,973 | $324.0K | 0.00% | +2,973 | New |
| Gables Capital Management Inc. | 2,980 | $325.0K | 0.20% | −20−0.7% | Reduced |
| Warren Street Wealth Advisors, LLC | 3,000 | $327.0K | 0.29% | +2,380+383.9% | Added |
| Evoke Wealth, LLC | 3,000 | $327.0K | 0.01% | +2,700+900.0% | Added |
| Boothbay Fund Management, LLC | 3,000 | $327.0K | 0.01% | +3,000 | New |
| Oppenheimer Asset Management Inc. | 3,010 | $328.0K | 0.00% | +3,010 | New |