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 |
|---|---|---|---|---|---|
| Invesco Ltd. | 33,716 | $3.68M | 0.00% | −41,776−55.3% | Reduced |
| Kamunting Street Capital Management, L.P. | 33,860 | $3.69M | 6.08% | +33,860 | New |
| Renaissance Technologies LLC | 34,100 | $3.72M | 0.00% | −1,204,337−97.2% | Reduced |
| 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 |
| Price T Rowe Associates Inc | 36,244 | $3.95M | 0.00% | +8,607+31.1% | Added |
| Handelsbanken Fonder AB | 36,571 | $3.99M | 0.02% | +2,531+7.4% | Added |
| Two Sigma Securities, LLC | 38,099 | $4.16M | 0.58% | +34,765+1,042.7% | Added |
| Capital Fund Management S.A. | 38,987 | $4.25M | 0.11% | +38,987 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 39,219 | $4.28M | 0.03% | +39,044+22,310.9% | Added |
| SEI Investments Co | 39,317 | $4.29M | 0.01% | +10,856+38.1% | Added |
| WMG Financial Advisors, LLC | 40,025 | $4.37M | 3.21% | +19,125+91.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 40,359 | $4.40M | 0.02% | +4,402+12.2% | Added |
| Polar Capital Holdings Plc | 41,350 | $4.51M | 0.03% | −15,887−27.8% | Reduced |
| Advisor Group Holdings, Inc. | 42,997 | $4.59M | 0.01% | +20,460+90.8% | Added |
| Royal Bank of Canada | 42,290 | $4.61M | 0.00% | +11,242+36.2% | Added |
| Rhumbline Advisers | 44,596 | $4.87M | 0.01% | +485+1.1% | Added |
| Advisor Resource Council | 45,065 | $4.92M | 1.50% | +24,238+116.4% | Added |
| State Board of Administration of Florida Retirement System | 48,483 | $5.29M | 0.01% | +2,830+6.2% | Added |
| HAP Trading, LLC | 48,653 | $5.31M | 0.60% | +37,334+329.8% | Added |
| Man Group plc | 50,631 | $5.52M | 0.02% | +50,336+17,063.1% | Added |
| Raymond James & Associates | 51,055 | $5.57M | 0.00% | +14,021+37.9% | Added |
| New York State Common Retirement Fund | 53,100 | $5.79M | 0.01% | +1,600+3.1% | Added |
| Trexquant Investment LP | 54,973 | $6.00M | 0.28% | −1,414−2.5% | Reduced |
| Waverton Investment Management Ltd | 57,560 | $6.28M | 0.21% | +57,560 | New |
| Bordeaux Wealth Advisors LLC | 60,000 | $6.54M | 3.53% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 60,040 | $6.55M | 0.01% | −6,452−9.7% | Reduced |
| Atika Capital Management LLC | 60,100 | $6.56M | 0.62% | −114,525−65.6% | Reduced |
| First Trust Advisors LP | 60,338 | $6.58M | 0.01% | +763+1.3% | Added |
| Ameriprise Financial Inc | 71,620 | $7.44M | 0.00% | +26,940+60.3% | Added |
| HSBC Holdings PLC | 66,705 | $7.44M | 0.01% | −483,923−87.9% | Reduced |
| Citigroup Inc | 68,501 | $7.47M | 0.01% | +6,122+9.8% | Added |
| Wolverine Trading, LLC | 65,585 | $7.49M | 0.22% | +14,119+27.4% | Added |
| Wells Fargo & Company | 71,780 | $7.83M | 0.00% | +19,699+37.8% | Added |
| Twin Tree Management, LP | 71,907 | $7.84M | 0.15% | +45,443+171.7% | Added |
| Credit Suisse AG | 72,369 | $7.89M | 0.01% | −20,813−22.3% | Reduced |
| California State Teachers Retirement System | 73,475 | $8.02M | 0.01% | +21,260+40.7% | Added |
| Wolverine Asset Management LLC | 75,903 | $8.28M | 0.10% | +75,903 | New |
| Icapital Wealth LLC | 90,832 | $8.66M | 3.58% | +90,832 | New |
| GAM Holding AG | 79,600 | $8.68M | 0.43% | +79,600 | New |
| Banque Pictet & Cie SA | 80,000 | $8.73M | 0.07% | +80,000 | New |
| GFG Capital, LLC | 82,481 | $9.00M | 2.67% | +76,381+1,252.1% | Added |
| Voloridge Investment Management, LLC | 82,905 | $9.04M | 0.05% | −207,761−71.5% | Reduced |
| Liontrust Investment Partners LLP | 85,000 | $9.27M | 0.12% | +33,000+63.5% | Added |
| D. E. Shaw & Co., Inc. | 87,404 | $9.54M | 0.01% | −1,637,046−94.9% | Reduced |
| Group One Trading, L.P. | 88,670 | $9.67M | 0.21% | +19,126+27.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 93,525 | $10.2M | 0.04% | −22,600−19.5% | Reduced |
| California Public Employees Retirement System | 95,535 | $10.4M | 0.01% | −6,573−6.4% | Reduced |
| Pictet Asset Management SA | 95,784 | $10.4M | 0.01% | +9,315+10.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 98,741 | $10.8M | 0.01% | +51,947+111.0% | Added |
| Vestor Capital, LLC | 99,738 | $10.9M | 1.08% | +99,738 | New |
| LPL Financial LLC | 101,430 | $11.1M | 0.01% | +48,148+90.4% | Added |
| UBS Asset Management Americas Inc | 103,552 | $11.3M | 0.00% | +37,418+56.6% | Added |
| Commonwealth Equity Services, LLC | 104,182 | $11.4M | 0.03% | +68,098+188.7% | Added |
| Parametric Portfolio Associates LLC | 105,620 | $11.5M | 0.01% | +81,201+332.5% | Added |
| Nomura Holdings Inc | 106,583 | $11.6M | 0.09% | +84,279+377.9% | Added |
| Parallax Volatility Advisers, L.P. | 121,263 | $13.2M | 0.31% | −63,779−34.5% | Reduced |
| Bank of Montreal | 117,095 | $13.5M | 0.01% | −24,639−17.4% | Reduced |
| First Republic Investment Management, Inc. | 125,196 | $13.7M | 0.03% | +54,413+76.9% | Added |
| Nordea Investment Management AB | 121,161 | $13.9M | 0.02% | +119,530+7,328.6% | Added |
| Korea Investment CORP | 131,200 | $14.3M | 0.04% | +122,200+1,357.8% | Added |
| UBS Group AG | 171,041 | $18.7M | 0.01% | +106,055+163.2% | Added |
| Bank of New York Mellon Corp | 172,118 | $18.8M | 0.00% | +28,494+19.8% | Added |
| Millennium Management LLC | 172,898 | $18.9M | 0.02% | −17,923−9.4% | Reduced |
| Deutsche Bank AG | 176,652 | $19.3M | 0.01% | −1,271−0.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 183,341 | $20.0M | 0.73% | +38,246+26.4% | Added |
| Legal & General Group Plc | 194,176 | $21.2M | 0.01% | +60,455+45.2% | Added |
| Consolidated Investment Group LLC | 199,200 | $21.7M | 3.54% | +3,200+1.6% | Added |
| Goldman Sachs Group Inc | 224,661 | $24.5M | 0.01% | +123,038+121.1% | Added |
| JPMorgan Chase & Co | 247,762 | $27.0M | 0.00% | +163,747+194.9% | Added |
| Capital International Investors | 262,635 | $28.7M | 0.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 270,008 | $29.5M | 0.01% | +5,960+2.3% | Added |
| Nuveen Asset Management, LLC | 243,943 | $30.7M | 0.01% | +103,276+73.4% | Added |
| Kuvari Partners LLP | 296,738 | $32.4M | 100.00% | +176,347+146.5% | Added |
| Barclays PLC | 304,816 | $33.3M | 0.03% | +304,816 | New |
| Jane Street Group, LLC | 316,033 | $34.5M | 0.06% | −557,867−63.8% | Reduced |
| La Financiere de L'Echiquier | 397,024 | $43.3M | 1.78% | +397,024 | New |
| Robeco Institutional Asset Management B.V. | 399,437 | $43.6M | 0.10% | +74,437+22.9% | Added |
| Norges Bank | 406,417 | $44.3M | 0.01% | +65,683+19.3% | Added |
| Northern Trust Corp | 433,243 | $47.3M | 0.01% | +90,383+26.4% | Added |
| Amundi | 578,718 | $55.2M | 0.04% | +182,638+46.1% | Added |
| Artemis Investment Management LLP | 632,025 | $68.8M | 0.56% | +289,854+84.7% | Added |
| Geode Capital Management, LLC | 682,860 | $74.4M | 0.01% | +19,183+2.9% | Added |
| Susquehanna International Group, LLP | 852,019 | $92.9M | 0.14% | +139,713+19.6% | Added |
| State Street Corp | 965,978 | $105.4M | 0.01% | +177,706+22.5% | Added |
| Allianz Asset Management GmbH | 1,005,087 | $109.6M | 0.09% | +740.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,057,158 | $115.3M | 0.24% | −135,147−11.3% | Reduced |
| BIT Capital GmbH | 1,178,910 | $128.6M | 13.21% | +68,612+6.2% | Added |
| Bank of America Corp | 1,184,170 | $129.2M | 0.01% | +976,786+471.0% | Added |
| Fred Alger Management, LLC | 1,865,443 | $203.5M | 0.65% | +955,883+105.1% | Added |
| BlackRock Inc. | 2,355,881 | $257.0M | 0.01% | +242,348+11.5% | Added |
| Morgan Stanley | 3,616,361 | $394.5M | 0.05% | +2,643,377+271.7% | Added |
| Vanguard Group Inc | 5,822,210 | $635.1M | 0.02% | +840,668+16.9% | Added |
| Vulcan Value Partners, LLC | 7,241,207 | $789.9M | 4.85% | +2,395,892+49.4% | Added |
| Westside Investment Management, Inc. | 3,559 | – | – | +3,420+2,460.4% | Added |
| Gordian Capital Singapore Pte Ltd | 1 | – | – | 00.0% | Unchanged |
| Third Point LLCSuperinvestorThird Point | 0 | $0 | 0.00% | −4,000,000−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −696,045−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −609,200−100.0% | Sold out |
| CTC LLC | 0 | $0 | 0.00% | −111,266−100.0% | Sold out |