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 |
|---|---|---|---|---|---|
| Natixis | 29,108 | $3.17M | 0.01% | −11,690−28.7% | Reduced |
| Treasurer of the State of North Carolina | 26,942 | $2.94M | 0.02% | +10,413+63.0% | Added |
| Simplex Trading, LLC | 26,690 | $2.91M | 0.09% | −60,161−69.3% | Reduced |
| National Asset Management, Inc. | 25,855 | $2.82M | 0.09% | +17,396+205.7% | Added |
| Paradiem, LLC | 29,956 | $2.73M | 0.90% | +714+2.4% | Added |
| Virtu Financial LLC | 25,028 | $2.73M | 0.20% | +9,852+64.9% | Added |
| Public Employees Retirement System of Ohio | 24,975 | $2.73M | 0.01% | +392+1.6% | Added |
| Kestra Advisory Services, LLC | 24,821 | $2.71M | 0.03% | +11,284+83.4% | Added |
| State of New Jersey Common Pension Fund D | 24,786 | $2.70M | 0.01% | +11,206+82.5% | Added |
| Rafferty Asset Management, LLC | 24,640 | $2.69M | 0.02% | +577+2.4% | Added |
| Walleye Trading LLC | 24,102 | $2.63M | 0.05% | +9,228+62.0% | Added |
| Maxi Investments CY Ltd | 23,850 | $2.60M | 1.53% | +21,800+1,063.4% | Added |
| Voya Investment Management LLC | 23,347 | $2.55M | 0.01% | +692+3.1% | Added |
| Railway Pension Investments Ltd | 23,234 | $2.54M | 0.02% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 22,905 | $2.50M | 0.00% | +1,623+7.6% | Added |
| IMC-Chicago, LLC | 21,863 | $2.38M | 0.12% | +21,863 | New |
| Ieq Capital, LLC | 21,563 | $2.35M | 0.06% | +4,890+29.3% | Added |
| ClariVest Asset Management LLC | 21,406 | $2.34M | 0.09% | +21,406 | New |
| DekaBank Deutsche Girozentrale | 19,967 | $2.29M | 0.01% | +12,921+183.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 20,835 | $2.27M | 0.01% | +11,283+118.1% | Added |
| Bokf, NA | 20,382 | $2.22M | 0.04% | +15,873+352.0% | Added |
| Advisory Services Network, LLC | 20,098 | $2.19M | 0.06% | +7,825+63.8% | Added |
| AtonRa Partners | 20,084 | $2.19M | 1.19% | −6,449−24.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 19,983 | $2.18M | 0.00% | +8,003+66.8% | Added |
| Citadel Advisors LLC | 19,423 | $2.12M | 0.00% | −267,049−93.2% | Reduced |
| Traynor Capital Management, Inc. | 19,420 | $2.12M | 0.27% | +19,420 | New |
| TCI Wealth Advisors, Inc. | 19,266 | $2.10M | 0.31% | +467+2.5% | Added |
| Centiva Capital, LP | 18,810 | $2.05M | 0.12% | +18,810 | New |
| Swiss Life Asset Management Ltd | 18,463 | $2.01M | 0.03% | +14,382+352.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 18,414 | $2.01M | 0.03% | +6,383+53.1% | Added |
| US Bancorp | 17,672 | $1.93M | 0.00% | −422−2.3% | Reduced |
| Squarepoint Ops LLC | 17,637 | $1.92M | 0.01% | −1,240−6.6% | Reduced |
| Cookson Peirce & Co Inc | 17,520 | $1.91M | 0.11% | +17,520 | New |
| Kore Private Wealth LLC | 17,500 | $1.91M | 0.24% | −1,254−6.7% | Reduced |
| Van Eck Associates Corp | 17,406 | $1.90M | 0.00% | +6,531+60.1% | Added |
| Riggs Asset Managment Co. Inc. | 17,296 | $1.89M | 0.55% | +17,294+864,700.0% | Added |
| Griffin Asset Management, Inc. | 16,511 | $1.80M | 0.23% | +4,764+40.6% | Added |
| Cutler Group LP | 15,921 | $1.74M | 0.16% | −32,882−67.4% | Reduced |
| GMT Capital Corp | 15,700 | $1.71M | 0.11% | +15,700 | New |
| Verition Fund Management LLC | 15,380 | $1.68M | 0.03% | +4,418+40.3% | Added |
| Renaissance Capital LLC | 15,079 | $1.65M | 0.70% | −3,514−18.9% | Reduced |
| Victory Capital Management Inc | 21,665 | $1.63M | 0.00% | −12,607−36.8% | Reduced |
| Asset Management One Co.,Ltd. | 14,795 | $1.61M | 0.01% | +5,924+66.8% | Added |
| CIBC World Markets Inc. | 14,496 | $1.58M | 0.01% | +9,169+172.1% | Added |
| Cerity Partners LLC | 14,470 | $1.58M | 0.02% | +10,370+252.9% | Added |
| Mercer Global Advisors Inc | 13,925 | $1.52M | 0.01% | −305−2.1% | Reduced |
| D.A. Davidson & Co. | 13,697 | $1.49M | 0.02% | +5,333+63.8% | Added |
| Gladstone Institutional Advisory LLC | 13,667 | $1.49M | 0.10% | −12,359−47.5% | Reduced |
| 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 |
| Independent Advisor Alliance | 13,436 | $1.47M | 0.07% | +13,436 | New |
| Synergy Financial Group, LTD | 13,089 | $1.43M | 1.50% | +3,283+33.5% | Added |
| EMJ Capital Ltd. | 13,000 | $1.42M | 4.32% | +13,000 | New |
| Malaga Cove Capital, LLC | 12,781 | $1.39M | 0.64% | +2,231+21.1% | Added |
| Longitude (Cayman) Ltd. | 12,000 | $1.31M | 1.43% | +3,700+44.6% | Added |
| Gotham Asset Management, LLC | 11,969 | $1.31M | 0.04% | +11,969 | New |
| Envestnet Asset Management Inc | 11,811 | $1.29M | 0.00% | +9,898+517.4% | Added |
| Kercheville Advisors, LLC | 11,780 | $1.28M | 0.61% | +6,535+124.6% | Added |
| USS Investment Management Ltd | 11,579 | $1.26M | 0.01% | +11,579 | New |
| Capital Impact Advisors, LLC | 11,542 | $1.26M | 0.92% | +11,542 | New |
| SG Americas Securities, LLC | 11,454 | $1.25M | 0.01% | +3,610+46.0% | Added |
| Alpha DNA Investment Management LLC | 11,437 | $1.25M | 0.89% | +11,437 | New |
| Arizona State Retirement System | 11,407 | $1.24M | 0.01% | +6,113+115.5% | Added |
| FMR LLC | 11,374 | $1.24M | 0.00% | +3,688+48.0% | Added |
| Inscription Capital, LLC | 11,000 | $1.20M | 0.34% | +5,750+109.5% | 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 |
| Prospera Financial Services Inc | 10,865 | $1.19M | 0.05% | +3,993+58.1% | Added |
| Wolff Wiese Magana LLC | 10,737 | $1.17M | 0.78% | +6,178+135.5% | Added |
| TD Asset Management Inc | 10,531 | $1.15M | 0.00% | +1,525+16.9% | Added |
| Vontobel Holding Ltd. | 9,542 | $1.09M | 0.01% | −7,150−42.8% | Reduced |
| Dimensional Fund Advisors LP | 9,618 | $1.05M | 0.00% | +6,171+179.0% | Added |
| MML Investors Services, LLC | 9,597 | $1.05M | 0.01% | +6,907+256.8% | Added |
| Perigon Wealth Management, LLC | 9,468 | $1.03M | 0.07% | +9,468 | New |
| Vista Finance, LLC | 9,341 | $1.02M | 1.51% | +3,950+73.3% | Added |
| Oxbow Advisors, LLC | 9,255 | $1.01M | 0.10% | +4,050+77.8% | Added |
| Wedbush Securities Inc | 9,137 | $997.0K | 0.05% | +434+5.0% | Added |
| Cubist Systematic Strategies, LLC | 9,125 | $995.0K | 0.01% | +4,105+81.8% | Added |
| Stifel Financial Corp | 9,105 | $992.0K | 0.00% | +2,627+40.6% | Added |
| Atria Wealth Solutions, Inc. | 8,983 | $980.0K | 0.02% | +8,983 | New |
| Tower Research Capital LLC (TRC) | 8,934 | $975.0K | 0.01% | +8,226+1,161.9% | Added |
| Nomura Asset Management Co Ltd | 8,810 | $961.1K | 0.01% | −4,970−36.1% | Reduced |
| Toronto Dominion Bank | 8,773 | $957.0K | 0.00% | −56,059−86.5% | Reduced |
| Valeo Financial Advisors, LLC | 8,654 | $944.0K | 0.05% | +4,180+93.4% | Added |
| Arrowstreet Capital, Limited Partnership | 8,630 | $941.0K | 0.00% | +8,630 | New |
| Teacher Retirement System of Texas | 8,567 | $935.0K | 0.00% | +4,837+129.7% | Added |
| Creative Planning | 8,454 | $922.0K | 0.00% | +6,275+288.0% | Added |
| Gilder Gagnon Howe & Co LLC | 8,371 | $913.0K | 0.01% | +3,095+58.7% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $872.0K | 0.35% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 7,888 | $861.0K | 0.00% | +7,888 | New |
| Level Four Advisory Services, LLC | 7,856 | $857.0K | 0.07% | +4,150+112.0% | Added |
| Ensign Peak Advisors, Inc | 7,690 | $839.0K | 0.00% | −95−1.2% | Reduced |
| Mezzasalma Advisors, LLC | 7,269 | $793.0K | 0.49% | −710−8.9% | Reduced |
| Prelude Capital Management, LLC | 7,217 | $787.0K | 0.04% | +7,217 | New |
| Rockefeller Capital Management L.P. | 7,116 | $776.0K | 0.00% | +3,151+79.5% | Added |
| HighTower Advisors, LLC | 6,991 | $765.0K | 0.00% | +1,694+32.0% | Added |
| Tairen Capital Ltd | 7,000 | $764.0K | 0.10% | +7,000 | New |
| Dark Forest Capital Management LP | 6,982 | $762.0K | 0.18% | +6,982 | New |
| Orion Capital Management LLC | 6,960 | $759.0K | 0.46% | +630+10.0% | Added |
| Triumph Capital Management | 6,694 | $730.0K | 0.32% | +1,937+40.7% | Added |