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 |
|---|---|---|---|---|---|
| Prelude Capital Management, LLC | 7,217 | $787.0K | 0.04% | +7,217 | New |
| Mezzasalma Advisors, LLC | 7,269 | $793.0K | 0.49% | −710−8.9% | Reduced |
| Ensign Peak Advisors, Inc | 7,690 | $839.0K | 0.00% | −95−1.2% | Reduced |
| Level Four Advisory Services, LLC | 7,856 | $857.0K | 0.07% | +4,150+112.0% | Added |
| Point72 Asset Management, L.P. | 7,888 | $861.0K | 0.00% | +7,888 | New |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $872.0K | 0.35% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 8,371 | $913.0K | 0.01% | +3,095+58.7% | Added |
| Creative Planning | 8,454 | $922.0K | 0.00% | +6,275+288.0% | Added |
| Teacher Retirement System of Texas | 8,567 | $935.0K | 0.00% | +4,837+129.7% | Added |
| Arrowstreet Capital, Limited Partnership | 8,630 | $941.0K | 0.00% | +8,630 | New |
| Valeo Financial Advisors, LLC | 8,654 | $944.0K | 0.05% | +4,180+93.4% | Added |
| Toronto Dominion Bank | 8,773 | $957.0K | 0.00% | −56,059−86.5% | Reduced |
| Nomura Asset Management Co Ltd | 8,810 | $961.1K | 0.01% | −4,970−36.1% | Reduced |
| Tower Research Capital LLC (TRC) | 8,934 | $975.0K | 0.01% | +8,226+1,161.9% | Added |
| Atria Wealth Solutions, Inc. | 8,983 | $980.0K | 0.02% | +8,983 | New |
| Stifel Financial Corp | 9,105 | $992.0K | 0.00% | +2,627+40.6% | Added |
| Cubist Systematic Strategies, LLC | 9,125 | $995.0K | 0.01% | +4,105+81.8% | Added |
| Wedbush Securities Inc | 9,137 | $997.0K | 0.05% | +434+5.0% | Added |
| Oxbow Advisors, LLC | 9,255 | $1.01M | 0.10% | +4,050+77.8% | Added |
| Vista Finance, LLC | 9,341 | $1.02M | 1.51% | +3,950+73.3% | Added |
| Perigon Wealth Management, LLC | 9,468 | $1.03M | 0.07% | +9,468 | New |
| MML Investors Services, LLC | 9,597 | $1.05M | 0.01% | +6,907+256.8% | Added |
| Dimensional Fund Advisors LP | 9,618 | $1.05M | 0.00% | +6,171+179.0% | Added |
| Vontobel Holding Ltd. | 9,542 | $1.09M | 0.01% | −7,150−42.8% | Reduced |
| TD Asset Management Inc | 10,531 | $1.15M | 0.00% | +1,525+16.9% | Added |
| Wolff Wiese Magana LLC | 10,737 | $1.17M | 0.78% | +6,178+135.5% | Added |
| Prospera Financial Services Inc | 10,865 | $1.19M | 0.05% | +3,993+58.1% | Added |
| Amalgamated Bank | 10,881 | $1.19M | 0.01% | +1,292+13.5% | Added |
| Amalgamated Financial Corp. | 10,881 | $1.19M | 0.01% | +10,881 | New |
| Inscription Capital, LLC | 11,000 | $1.20M | 0.34% | +5,750+109.5% | Added |
| FMR LLC | 11,374 | $1.24M | 0.00% | +3,688+48.0% | Added |
| Arizona State Retirement System | 11,407 | $1.24M | 0.01% | +6,113+115.5% | Added |
| Alpha DNA Investment Management LLC | 11,437 | $1.25M | 0.89% | +11,437 | New |
| SG Americas Securities, LLC | 11,454 | $1.25M | 0.01% | +3,610+46.0% | Added |
| Capital Impact Advisors, LLC | 11,542 | $1.26M | 0.92% | +11,542 | New |
| USS Investment Management Ltd | 11,579 | $1.26M | 0.01% | +11,579 | New |
| Kercheville Advisors, LLC | 11,780 | $1.28M | 0.61% | +6,535+124.6% | Added |
| Envestnet Asset Management Inc | 11,811 | $1.29M | 0.00% | +9,898+517.4% | Added |
| Gotham Asset Management, LLC | 11,969 | $1.31M | 0.04% | +11,969 | New |
| Longitude (Cayman) Ltd. | 12,000 | $1.31M | 1.43% | +3,700+44.6% | Added |
| Malaga Cove Capital, LLC | 12,781 | $1.39M | 0.64% | +2,231+21.1% | Added |
| EMJ Capital Ltd. | 13,000 | $1.42M | 4.32% | +13,000 | New |
| Synergy Financial Group, LTD | 13,089 | $1.43M | 1.50% | +3,283+33.5% | Added |
| Independent Advisor Alliance | 13,436 | $1.47M | 0.07% | +13,436 | New |
| American Century Companies Inc | 13,549 | $1.48M | 0.00% | +5,429+66.9% | Added |
| Qube Research & Technologies Ltd | 13,553 | $1.48M | 0.01% | +13,553 | New |
| Gladstone Institutional Advisory LLC | 13,667 | $1.49M | 0.10% | −12,359−47.5% | Reduced |
| D.A. Davidson & Co. | 13,697 | $1.49M | 0.02% | +5,333+63.8% | Added |
| Mercer Global Advisors Inc | 13,925 | $1.52M | 0.01% | −305−2.1% | Reduced |
| Cerity Partners LLC | 14,470 | $1.58M | 0.02% | +10,370+252.9% | Added |
| CIBC World Markets Inc. | 14,496 | $1.58M | 0.01% | +9,169+172.1% | Added |
| Asset Management One Co.,Ltd. | 14,795 | $1.61M | 0.01% | +5,924+66.8% | Added |
| Victory Capital Management Inc | 21,665 | $1.63M | 0.00% | −12,607−36.8% | Reduced |
| Renaissance Capital LLC | 15,079 | $1.65M | 0.70% | −3,514−18.9% | Reduced |
| Verition Fund Management LLC | 15,380 | $1.68M | 0.03% | +4,418+40.3% | Added |
| GMT Capital Corp | 15,700 | $1.71M | 0.11% | +15,700 | New |
| Cutler Group LP | 15,921 | $1.74M | 0.16% | −32,882−67.4% | Reduced |
| Griffin Asset Management, Inc. | 16,511 | $1.80M | 0.23% | +4,764+40.6% | Added |
| Riggs Asset Managment Co. Inc. | 17,296 | $1.89M | 0.55% | +17,294+864,700.0% | Added |
| Van Eck Associates Corp | 17,406 | $1.90M | 0.00% | +6,531+60.1% | Added |
| Kore Private Wealth LLC | 17,500 | $1.91M | 0.24% | −1,254−6.7% | Reduced |
| Cookson Peirce & Co Inc | 17,520 | $1.91M | 0.11% | +17,520 | New |
| Squarepoint Ops LLC | 17,637 | $1.92M | 0.01% | −1,240−6.6% | Reduced |
| US Bancorp | 17,672 | $1.93M | 0.00% | −422−2.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 18,414 | $2.01M | 0.03% | +6,383+53.1% | Added |
| Swiss Life Asset Management Ltd | 18,463 | $2.01M | 0.03% | +14,382+352.4% | Added |
| Centiva Capital, LP | 18,810 | $2.05M | 0.12% | +18,810 | New |
| TCI Wealth Advisors, Inc. | 19,266 | $2.10M | 0.31% | +467+2.5% | Added |
| Traynor Capital Management, Inc. | 19,420 | $2.12M | 0.27% | +19,420 | New |
| Citadel Advisors LLC | 19,423 | $2.12M | 0.00% | −267,049−93.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 19,983 | $2.18M | 0.00% | +8,003+66.8% | Added |
| AtonRa Partners | 20,084 | $2.19M | 1.19% | −6,449−24.3% | Reduced |
| Advisory Services Network, LLC | 20,098 | $2.19M | 0.06% | +7,825+63.8% | Added |
| Bokf, NA | 20,382 | $2.22M | 0.04% | +15,873+352.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 20,835 | $2.27M | 0.01% | +11,283+118.1% | Added |
| DekaBank Deutsche Girozentrale | 19,967 | $2.29M | 0.01% | +12,921+183.4% | Added |
| ClariVest Asset Management LLC | 21,406 | $2.34M | 0.09% | +21,406 | New |
| Ieq Capital, LLC | 21,563 | $2.35M | 0.06% | +4,890+29.3% | Added |
| IMC-Chicago, LLC | 21,863 | $2.38M | 0.12% | +21,863 | New |
| Alliancebernstein L.P. | 22,905 | $2.50M | 0.00% | +1,623+7.6% | Added |
| Railway Pension Investments Ltd | 23,234 | $2.54M | 0.02% | 00.0% | Unchanged |
| Voya Investment Management LLC | 23,347 | $2.55M | 0.01% | +692+3.1% | Added |
| Maxi Investments CY Ltd | 23,850 | $2.60M | 1.53% | +21,800+1,063.4% | Added |
| Walleye Trading LLC | 24,102 | $2.63M | 0.05% | +9,228+62.0% | Added |
| Rafferty Asset Management, LLC | 24,640 | $2.69M | 0.02% | +577+2.4% | Added |
| State of New Jersey Common Pension Fund D | 24,786 | $2.70M | 0.01% | +11,206+82.5% | Added |
| Kestra Advisory Services, LLC | 24,821 | $2.71M | 0.03% | +11,284+83.4% | Added |
| Public Employees Retirement System of Ohio | 24,975 | $2.73M | 0.01% | +392+1.6% | Added |
| Virtu Financial LLC | 25,028 | $2.73M | 0.20% | +9,852+64.9% | Added |
| Paradiem, LLC | 29,956 | $2.73M | 0.90% | +714+2.4% | Added |
| National Asset Management, Inc. | 25,855 | $2.82M | 0.09% | +17,396+205.7% | Added |
| Simplex Trading, LLC | 26,690 | $2.91M | 0.09% | −60,161−69.3% | Reduced |
| Treasurer of the State of North Carolina | 26,942 | $2.94M | 0.02% | +10,413+63.0% | Added |
| Natixis | 29,108 | $3.17M | 0.01% | −11,690−28.7% | Reduced |
| State of Wisconsin Investment Board | 29,651 | $3.23M | 0.01% | +12,114+69.1% | Added |
| Steadfast Capital Management LP | 30,000 | $3.27M | 0.07% | +30,000 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 30,281 | $3.30M | 0.01% | +24,155+394.3% | Added |
| Ci Investments Inc. | 31,290 | $3.41M | 0.01% | −60.0% | Reduced |
| HRT Financial LP | 31,891 | $3.48M | 0.02% | +10,537+49.3% | Added |
| AE Wealth Management LLC | 33,021 | $3.60M | 0.02% | +18,733+131.1% | Added |