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 |
|---|---|---|---|---|---|
| Jennison Associates LLC | 6,621 | $722.0K | 0.00% | +6,621 | New |
| Baird Financial Group, Inc. | 6,603 | $720.0K | 0.00% | +6,603 | New |
| Utah Retirement Systems | 6,547 | $714.0K | 0.01% | +100+1.6% | Added |
| M Holdings Securities, Inc. | 6,407 | $699.0K | 0.05% | +6,407 | New |
| Van Hulzen Asset Management, LLC | 6,370 | $695.0K | 0.07% | +6,370 | New |
| British Columbia Investment Management Corp | 6,326 | $690.0K | 0.00% | +2,915+85.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 6,305 | $688.0K | 0.01% | −9,400−59.9% | Reduced |
| Stratos Wealth Partners, LTD. | 6,231 | $680.0K | 0.02% | +937+17.7% | Added |
| Oregon Public Employees Retirement Fund | 6,215 | $678.0K | 0.01% | +200+3.3% | Added |
| Private Advisor Group, LLC | 6,185 | $675.0K | 0.01% | +2,610+73.0% | Added |
| Teamwork Financial Advisors, LLC | 6,076 | $663.0K | 0.12% | +1,170+23.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 5,900 | $644.0K | 0.00% | +4,800+436.4% | Added |
| Graham Holdings Co | 5,846 | $638.0K | 0.08% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 5,729 | $625.0K | 0.05% | +2,220+63.3% | Added |
| Corton Capital Inc. | 5,711 | $623.0K | 0.27% | +5,711 | New |
| Xponance, Inc. | 5,553 | $606.0K | 0.01% | +443+8.7% | Added |
| Public Employees Retirement Association of Colorado | 5,524 | $603.0K | 0.00% | +2,534+84.7% | Added |
| 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 |
| Independent Solutions Wealth Management, LLC | 5,498 | $599.8K | 0.15% | −118−2.1% | Reduced |
| JustInvest LLC | 5,395 | $589.0K | 0.03% | +1,732+47.3% | Added |
| Westpac Banking Corp | 5,375 | $586.4K | 0.01% | +2,958+122.4% | Added |
| IFM Investors Pty Ltd | 5,361 | $585.0K | 0.01% | +2,261+72.9% | Added |
| American Portfolios Advisors | 5,325 | $580.9K | 0.02% | +588+12.4% | Added |
| Gerber Kawasaki Wealth & Investment Management | 5,242 | $571.0K | 0.05% | +1,016+24.0% | Added |
| Souders Financial Advisors | 5,089 | $555.0K | 0.16% | +290+6.0% | Added |
| Morse Asset Management, Inc | 5,030 | $549.0K | 0.14% | +1,745+53.1% | Added |
| Bank of Hawaii | 4,990 | $544.0K | 0.03% | +4,990 | New |
| Quantbot Technologies LP | 4,847 | $528.0K | 0.05% | +1,687+53.4% | Added |
| Navalign, LLC | 7,329 | $527.0K | 0.22% | +7,329 | New |
| Principal Financial Group Inc | 4,759 | $519.0K | 0.00% | −119−2.4% | Reduced |
| Nissay Asset Management Corp | 4,723 | $515.0K | 0.00% | +2,214+88.2% | 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 |
| The PNC Financial Services Group, Inc. | 4,627 | $505.0K | 0.00% | +487+11.8% | 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 |
| Toroso Investments, LLC | 4,483 | $489.0K | 0.01% | +2,275+103.0% | Added |
| Charles Schwab Investment Advisory, Inc. | 4,371 | $477.0K | 0.00% | −210−4.6% | Reduced |
| Storebrand Asset Management AS | 4,368 | $476.5K | 0.00% | +3,527+419.4% | Added |
| Stephens Inc | 4,310 | $470.0K | 0.01% | +1,656+62.4% | Added |
| Bridgewater Associates, LP | 4,276 | $466.0K | 0.00% | +4,276 | New |
| Seaport Global Advisors, LLC | 4,257 | $464.0K | 1.48% | +4,257 | New |
| Advisory Research Inc | 4,196 | $458.0K | 0.04% | −6,738−61.6% | Reduced |
| 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 |
| Western Wealth Management, LLC | 4,186 | $456.0K | 0.02% | +2,570+159.0% | Added |
| Newbridge Financial Services Group, Inc. | 4,123 | $450.0K | 0.22% | +1,680+68.8% | Added |
| Apollon Wealth Management, LLC | 4,100 | $447.0K | 0.03% | +1,532+59.7% | Added |
| ExodusPoint Capital Management, LP | 4,063 | $443.0K | 0.01% | −2,177−34.9% | Reduced |
| Asset Management Corp | 4,041 | $441.0K | 0.27% | −2,875−41.6% | Reduced |
| Sciencast Management LP | 4,574 | $438.0K | 0.10% | +4,574 | 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 |
| Parametrica Management Ltd | 3,982 | $434.0K | 0.32% | +3,982 | New |
| Leonteq Securities AG | 3,967 | $432.8K | 0.02% | +1,324+50.1% | Added |
| Cypress Point Wealth Management, LLC | 3,942 | $430.0K | 0.44% | 00.0% | Unchanged |
| XR Securities LLC | 3,929 | $429.0K | 0.09% | +2,415+159.5% | Added |
| Panagora Asset Management Inc | 3,922 | $428.0K | 0.00% | +3,922 | New |
| Sigma Planning Corp | 3,904 | $426.0K | 0.01% | +1,502+62.5% | Added |
| Aft, Forsyth & Company, Inc. | 3,870 | $422.0K | 0.27% | −1,300−25.1% | Reduced |
| IAM Advisory, LLC | 3,822 | $417.0K | 0.17% | +979+34.4% | Added |
| Caisse de Depot Et Placement du Quebec | 3,800 | $415.0K | 0.00% | +600+18.8% | Added |
| Titus Wealth Management | 3,771 | $411.0K | 0.19% | +395+11.7% | Added |
| Kaizen Financial Strategies | 3,725 | $406.0K | 0.32% | +535+16.8% | 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 |
| Umb Bank N A | 3,685 | $402.0K | 0.01% | +726+24.5% | Added |
| Blueshift Asset Management, LLC | 3,654 | $399.0K | 0.04% | +45+1.2% | Added |
| Federation des caisses Desjardins du Quebec | 3,657 | $398.9K | 0.00% | +2,076+131.3% | Added |
| Cetera Investment Advisers | 3,596 | $392.0K | 0.01% | +1,232+52.1% | 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 |
| 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 |
| 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 |
| Wealth Advisors, Inc. | 3,477 | $379.0K | 0.14% | +259+8.0% | Added |
| Paloma Partners Management Co | 3,466 | $378.0K | 0.03% | −7,557−68.6% | Reduced |
| Bayesian Capital Management, LP | 3,453 | $377.0K | 0.06% | +3,453 | New |
| 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 |
| 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 |
| Exchange Traded Concepts, LLC | 3,405 | $371.0K | 0.01% | +196+6.1% | Added |
| Blair William & Co | 3,218 | $351.0K | 0.00% | +3,218 | New |
| Cherry Creek Investment Advisors, Inc. | 3,204 | $350.0K | 0.23% | +386+13.7% | Added |
| MetLife Investment Management | 3,109 | $339.2K | 0.00% | +3,109 | New |
| Truist Financial Corp | 3,102 | $339.0K | 0.00% | +3,102 | New |
| Coldstream Capital Management Inc | 3,052 | $333.0K | 0.01% | +875+40.2% | Added |
| Rossmore Private Capital | 3,042 | $332.0K | 0.05% | 00.0% | Unchanged |
| StoneX Group Inc. | 3,016 | $329.0K | 0.03% | +674+28.8% | Added |
| Oppenheimer Asset Management Inc. | 3,010 | $328.0K | 0.00% | +3,010 | New |
| 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 |
| Gables Capital Management Inc. | 2,980 | $325.0K | 0.20% | −20−0.7% | Reduced |
| Aviva PLC | 2,973 | $324.0K | 0.00% | +2,973 | New |