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 |
|---|---|---|---|---|---|
| StoneX Group Inc. | 3,016 | $329.0K | 0.03% | +674+28.8% | Added |
| Rossmore Private Capital | 3,042 | $332.0K | 0.05% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,052 | $333.0K | 0.01% | +875+40.2% | Added |
| Truist Financial Corp | 3,102 | $339.0K | 0.00% | +3,102 | New |
| MetLife Investment Management | 3,109 | $339.2K | 0.00% | +3,109 | New |
| Cherry Creek Investment Advisors, Inc. | 3,204 | $350.0K | 0.23% | +386+13.7% | Added |
| Blair William & Co | 3,218 | $351.0K | 0.00% | +3,218 | New |
| Exchange Traded Concepts, LLC | 3,405 | $371.0K | 0.01% | +196+6.1% | Added |
| Washburn Capital Management, Inc. | 3,440 | $375.0K | 0.25% | −150−4.2% | Reduced |
| Maryland State Retirement & Pension System | 3,435 | $375.0K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 3,443 | $376.0K | 0.00% | +12+0.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,450 | $376.0K | 0.00% | +655+23.4% | Added |
| Keudell/Morrison Wealth Management | 3,450 | $376.0K | 0.16% | +900+35.3% | Added |
| Bayesian Capital Management, LP | 3,453 | $377.0K | 0.06% | +3,453 | New |
| Paloma Partners Management Co | 3,466 | $378.0K | 0.03% | −7,557−68.6% | Reduced |
| Wealth Advisors, Inc. | 3,477 | $379.0K | 0.14% | +259+8.0% | Added |
| KG&L Capital Management,LLC | 3,523 | $384.0K | 0.16% | +1,381+64.5% | Added |
| Park Avenue Securities LLC | 3,520 | $384.0K | 0.01% | +3,520 | New |
| Nwam LLC | 3,527 | $385.0K | 0.03% | −792−18.3% | Reduced |
| Lazard Asset Management LLC | 3,536 | $385.0K | 0.00% | +1,835+107.9% | Added |
| Harbour Capital Advisors, LLC | 3,535 | $386.0K | 0.11% | −80−2.2% | Reduced |
| Flagship Harbor Advisors, LLC | 3,538 | $386.0K | 0.04% | +1,533+76.5% | Added |
| Cetera Investment Advisers | 3,596 | $392.0K | 0.01% | +1,232+52.1% | Added |
| Federation des caisses Desjardins du Quebec | 3,657 | $398.9K | 0.00% | +2,076+131.3% | Added |
| Blueshift Asset Management, LLC | 3,654 | $399.0K | 0.04% | +45+1.2% | Added |
| Umb Bank N A | 3,685 | $402.0K | 0.01% | +726+24.5% | Added |
| Cetera Advisor Networks LLC | 3,705 | $404.0K | 0.00% | +488+15.2% | Added |
| CWM, LLC | 3,706 | $404.0K | 0.00% | +3,547+2,230.8% | Added |
| Kaizen Financial Strategies | 3,725 | $406.0K | 0.32% | +535+16.8% | Added |
| Titus Wealth Management | 3,771 | $411.0K | 0.19% | +395+11.7% | Added |
| Caisse de Depot Et Placement du Quebec | 3,800 | $415.0K | 0.00% | +600+18.8% | Added |
| IAM Advisory, LLC | 3,822 | $417.0K | 0.17% | +979+34.4% | Added |
| Aft, Forsyth & Company, Inc. | 3,870 | $422.0K | 0.27% | −1,300−25.1% | Reduced |
| Sigma Planning Corp | 3,904 | $426.0K | 0.01% | +1,502+62.5% | Added |
| Panagora Asset Management Inc | 3,922 | $428.0K | 0.00% | +3,922 | New |
| XR Securities LLC | 3,929 | $429.0K | 0.09% | +2,415+159.5% | Added |
| Cypress Point Wealth Management, LLC | 3,942 | $430.0K | 0.44% | 00.0% | Unchanged |
| Leonteq Securities AG | 3,967 | $432.8K | 0.02% | +1,324+50.1% | Added |
| Parametrica Management Ltd | 3,982 | $434.0K | 0.32% | +3,982 | New |
| Mount Yale Investment Advisors, LLC | 4,010 | $437.0K | 0.05% | +4,010 | New |
| Delphia (USA) Inc. | 4,009 | $437.0K | 0.33% | +4,009 | New |
| Sciencast Management LP | 4,574 | $438.0K | 0.10% | +4,574 | New |
| Asset Management Corp | 4,041 | $441.0K | 0.27% | −2,875−41.6% | Reduced |
| ExodusPoint Capital Management, LP | 4,063 | $443.0K | 0.01% | −2,177−34.9% | Reduced |
| Apollon Wealth Management, LLC | 4,100 | $447.0K | 0.03% | +1,532+59.7% | Added |
| Newbridge Financial Services Group, Inc. | 4,123 | $450.0K | 0.22% | +1,680+68.8% | Added |
| Western Wealth Management, LLC | 4,186 | $456.0K | 0.02% | +2,570+159.0% | Added |
| ProShare Advisors LLC | 4,185 | $457.0K | 0.00% | −22−0.5% | Reduced |
| RBF Capital, LLC | 4,000 | $457.0K | 0.03% | +4,000 | New |
| Advisory Research Inc | 4,196 | $458.0K | 0.04% | −6,738−61.6% | Reduced |
| Seaport Global Advisors, LLC | 4,257 | $464.0K | 1.48% | +4,257 | New |
| Bridgewater Associates, LP | 4,276 | $466.0K | 0.00% | +4,276 | New |
| Stephens Inc | 4,310 | $470.0K | 0.01% | +1,656+62.4% | Added |
| Storebrand Asset Management AS | 4,368 | $476.5K | 0.00% | +3,527+419.4% | Added |
| Charles Schwab Investment Advisory, Inc. | 4,371 | $477.0K | 0.00% | −210−4.6% | Reduced |
| Toroso Investments, LLC | 4,483 | $489.0K | 0.01% | +2,275+103.0% | Added |
| Lincoln National Corp | 4,604 | $503.0K | 0.01% | −408−8.1% | Reduced |
| Los Angeles Capital Management LLC | 4,607 | $503.0K | 0.00% | +4,607 | New |
| The PNC Financial Services Group, Inc. | 4,627 | $505.0K | 0.00% | +487+11.8% | Added |
| Donoghue Forlines LLC | 4,706 | $513.0K | 0.11% | +1,781+60.9% | Added |
| TrimTabs Asset Management, LLC | 4,706 | $513.0K | 0.17% | +4,706 | New |
| Nissay Asset Management Corp | 4,723 | $515.0K | 0.00% | +2,214+88.2% | Added |
| Principal Financial Group Inc | 4,759 | $519.0K | 0.00% | −119−2.4% | Reduced |
| Navalign, LLC | 7,329 | $527.0K | 0.22% | +7,329 | New |
| Quantbot Technologies LP | 4,847 | $528.0K | 0.05% | +1,687+53.4% | Added |
| Bank of Hawaii | 4,990 | $544.0K | 0.03% | +4,990 | New |
| Morse Asset Management, Inc | 5,030 | $549.0K | 0.14% | +1,745+53.1% | Added |
| Souders Financial Advisors | 5,089 | $555.0K | 0.16% | +290+6.0% | Added |
| Gerber Kawasaki Wealth & Investment Management | 5,242 | $571.0K | 0.05% | +1,016+24.0% | Added |
| American Portfolios Advisors | 5,325 | $580.9K | 0.02% | +588+12.4% | Added |
| IFM Investors Pty Ltd | 5,361 | $585.0K | 0.01% | +2,261+72.9% | Added |
| Westpac Banking Corp | 5,375 | $586.4K | 0.01% | +2,958+122.4% | Added |
| JustInvest LLC | 5,395 | $589.0K | 0.03% | +1,732+47.3% | Added |
| Independent Solutions Wealth Management, LLC | 5,498 | $599.8K | 0.15% | −118−2.1% | Reduced |
| ACT Capital Management, LLC | 5,500 | $600.0K | 0.63% | −100−1.8% | Reduced |
| Caption Management, LLC | 5,500 | $600.0K | 0.04% | +950+20.9% | Added |
| Bridgewater Advisors Inc. | 5,504 | $600.0K | 0.15% | +5,504 | New |
| Public Employees Retirement Association of Colorado | 5,524 | $603.0K | 0.00% | +2,534+84.7% | Added |
| Xponance, Inc. | 5,553 | $606.0K | 0.01% | +443+8.7% | Added |
| Corton Capital Inc. | 5,711 | $623.0K | 0.27% | +5,711 | New |
| B. Riley Wealth Management, Inc. | 5,729 | $625.0K | 0.05% | +2,220+63.3% | Added |
| Graham Holdings Co | 5,846 | $638.0K | 0.08% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 5,900 | $644.0K | 0.00% | +4,800+436.4% | Added |
| Teamwork Financial Advisors, LLC | 6,076 | $663.0K | 0.12% | +1,170+23.8% | Added |
| Private Advisor Group, LLC | 6,185 | $675.0K | 0.01% | +2,610+73.0% | Added |
| Oregon Public Employees Retirement Fund | 6,215 | $678.0K | 0.01% | +200+3.3% | Added |
| Stratos Wealth Partners, LTD. | 6,231 | $680.0K | 0.02% | +937+17.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 6,305 | $688.0K | 0.01% | −9,400−59.9% | Reduced |
| British Columbia Investment Management Corp | 6,326 | $690.0K | 0.00% | +2,915+85.5% | Added |
| Van Hulzen Asset Management, LLC | 6,370 | $695.0K | 0.07% | +6,370 | New |
| M Holdings Securities, Inc. | 6,407 | $699.0K | 0.05% | +6,407 | New |
| Utah Retirement Systems | 6,547 | $714.0K | 0.01% | +100+1.6% | Added |
| Baird Financial Group, Inc. | 6,603 | $720.0K | 0.00% | +6,603 | New |
| Jennison Associates LLC | 6,621 | $722.0K | 0.00% | +6,621 | New |
| Triumph Capital Management | 6,694 | $730.0K | 0.32% | +1,937+40.7% | Added |
| Orion Capital Management LLC | 6,960 | $759.0K | 0.46% | +630+10.0% | Added |
| Dark Forest Capital Management LP | 6,982 | $762.0K | 0.18% | +6,982 | New |
| Tairen Capital Ltd | 7,000 | $764.0K | 0.10% | +7,000 | New |
| HighTower Advisors, LLC | 6,991 | $765.0K | 0.00% | +1,694+32.0% | Added |
| Rockefeller Capital Management L.P. | 7,116 | $776.0K | 0.00% | +3,151+79.5% | Added |