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 |
|---|---|---|---|---|---|
| Tyler-Stone Wealth Management | 2,947 | $321.0K | 0.18% | +2,774+1,603.5% | Added |
| Thoroughbred Financial Services, LLC | 2,919 | $318.0K | 0.05% | +2,919 | New |
| Axxcess Wealth Management, LLC | 2,867 | $313.0K | 0.02% | +2,867 | New |
| Steward Partners Investment Advisory, LLC | 2,864 | $312.0K | 0.00% | +1,700+146.0% | Added |
| Capital CS Group, LLC | 2,791 | $304.0K | 0.26% | −327−10.5% | Reduced |
| Dynamic Advisor Solutions LLC | 2,626 | $286.0K | 0.02% | +2,626 | New |
| Hussman Strategic Advisors, Inc. | 2,600 | $284.0K | 0.06% | +2,600 | New |
| Integrated Wealth Concepts LLC | 2,570 | $280.0K | 0.01% | +763+42.2% | Added |
| Gemmer Asset Management LLC | 2,474 | $269.0K | 0.03% | +2,474 | New |
| Purus Wealth Management, LLC | 2,427 | $265.0K | 0.18% | +27+1.1% | Added |
| Commons Capital, LLC | 2,400 | $262.0K | 0.28% | +400+20.0% | Added |
| Liberty One Investment Management, LLC | 2,382 | $260.0K | 0.04% | +1,290+118.1% | Added |
| Canada Pension Plan Investment Board | 2,350 | $257.0K | 0.00% | +2,350 | New |
| Manufacturers Life Insurance Company, The | 2,332 | $254.4K | 0.00% | +953+69.1% | Added |
| Independent Financial Group, LLC | 2,329 | $254.1K | 0.02% | +170+7.9% | Added |
| Arcadia Investment Management Corp | 2,277 | $248.0K | 0.05% | +770+51.1% | Added |
| First National Bank | 2,257 | $246.0K | 0.23% | +100+4.6% | Added |
| Spire Wealth Management | 2,257 | $246.0K | 0.01% | +778+52.6% | Added |
| Perennial Investment Advisors, LLC | 2,259 | $245.0K | 0.08% | +44+2.0% | Added |
| Aigen Investment Management, LP | 2,198 | $240.0K | 0.04% | −19,419−89.8% | Reduced |
| IHT Wealth Management, LLC | 2,201 | $240.0K | 0.02% | +2,201 | New |
| South Shore Capital Advisors | 2,194 | $239.0K | 0.39% | +701+47.0% | Added |
| First Foundation Advisors | 2,174 | $237.0K | 0.01% | +177+8.9% | Added |
| J.W. Cole Advisors, Inc. | 2,122 | $231.0K | 0.02% | +566+36.4% | Added |
| Avantax Advisory Services, Inc. | 2,086 | $230.0K | 0.00% | +391+23.1% | Added |
| Guggenheim Capital LLC | 2,101 | $229.0K | 0.00% | +320+18.0% | Added |
| Nisa Investment Advisors, LLC | 2,100 | $229.0K | 0.00% | +2,100 | New |
| Gsa Capital Partners LLP | 2,094 | $228.0K | 0.03% | +2,094 | New |
| CAPROCK Group, Inc. | 2,094 | $228.0K | 0.02% | +2,094 | New |
| Jump Financial, LLC | 2,067 | $225.0K | 0.01% | −21,291−91.2% | Reduced |
| Simplify Asset Management Inc. | 2,050 | $224.0K | 0.02% | +2,050 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 2,038 | $222.0K | 0.06% | −207−9.2% | Reduced |
| CWA Asset Management Group, LLC | 2,035 | $222.0K | 0.02% | +2,035 | New |
| Permian Investment Partners, LP | 2,011 | $219.0K | 0.03% | +2,011 | New |
| LGT Fund Management Co Ltd. | 2,000 | $218.0K | 0.03% | 00.0% | Unchanged |
| Novare Capital Management LLC | 2,000 | $218.0K | 0.02% | +2,000 | New |
| Cetera Advisors LLC | 1,978 | $216.0K | 0.00% | +1,978 | New |
| BlueCrest Capital Management Ltd | 1,968 | $215.0K | 0.02% | −184,486−98.9% | Reduced |
| Good Life Advisors, LLC | 1,969 | $215.0K | 0.03% | +1,969 | New |
| Pearl River Capital, LLC | 1,966 | $214.0K | 0.06% | +1,966 | New |
| Venturi Wealth Management, LLC | 1,939 | $212.0K | 0.02% | +300+18.3% | Added |
| Vident Investment Advisory, LLC | 1,924 | $209.0K | 0.01% | +1,924 | New |
| Intersect Capital LLC | 1,880 | $205.0K | 0.04% | +500+36.2% | Added |
| Brown Advisory Inc | 1,872 | $204.0K | 0.00% | +486+35.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,861 | $203.0K | 0.00% | +1,861 | New |
| Miracle Mile Advisors, LLC | 1,861 | $203.0K | 0.01% | +1,861 | New |
| Marshall Wace, LLP | 1,836 | $201.0K | 0.00% | −4,730−72.0% | Reduced |
| Captrust Financial Advisors | 1,837 | $200.0K | 0.00% | +830+82.4% | Added |
| Daiwa Securities Group Inc. | 1,800 | $196.0K | 0.00% | +800+80.0% | Added |
| Plante Moran Financial Advisors, LLC | 1,766 | $193.0K | 0.04% | +1,566+783.0% | Added |
| Emerald Mutual Fund Advisers Trust | 1,750 | $191.0K | 0.01% | +1,750 | New |
| Russell Investments Group, Ltd. | 1,723 | $187.0K | 0.00% | +1,125+188.1% | Added |
| Macquarie Group Ltd | 1,653 | $180.0K | 0.00% | −101,524−98.4% | Reduced |
| Fifth Third Bancorp | 1,617 | $176.0K | 0.00% | +817+102.1% | Added |
| Capital Advisory Group Advisory Services, LLC | 1,599 | $174.0K | 0.08% | +1,599 | New |
| Compagnie Lombard Odier SCmA | 1,490 | $162.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,455 | $159.0K | 0.01% | +405+38.6% | Added |
| Shell Asset Management Co | 1,446 | $158.0K | 0.00% | −215−12.9% | Reduced |
| Manchester Capital Management LLC | 1,399 | $153.0K | 0.02% | +462+49.3% | Added |
| Apollo Management Holdings, L.P. | 1,336 | $146.0K | 0.00% | +1,336 | New |
| Seeyond | 1,277 | $139.0K | 0.01% | +1,277 | New |
| Baldwin Brothers Inc | 1,200 | $131.0K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,200 | $131.0K | 0.05% | +1,200 | New |
| IFP Advisors, Inc | 3,728 | $128.0K | 0.00% | +3,374+953.1% | Added |
| TCWP LLC | 1,158 | $126.0K | 0.02% | +1,158 | New |
| Geneos Wealth Management Inc. | 1,145 | $124.0K | 0.01% | +441+62.6% | Added |
| TD Waterhouse Canada Inc. | 932 | $119.4K | 0.00% | +85+10.0% | Added |
| Covestor Ltd | 1,068 | $117.0K | 0.08% | +1,037+3,345.2% | Added |
| TSFG, LLC | 1,067 | $116.0K | 0.04% | +866+430.8% | Added |
| AdvisorNet Financial, Inc | 1,067 | $116.0K | 0.01% | +1,052+7,013.3% | Added |
| Freemont Management S.A. | 1,050 | $115.0K | 0.02% | +1,050 | New |
| Albion Financial Group | 1,000 | $109.0K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 962 | $104.9K | 0.06% | +962 | New |
| American International Group, Inc. | 912 | $99.0K | 0.00% | +46+5.3% | Added |
| CIBC Private Wealth Group, LLC | 909 | $99.0K | 0.00% | +909 | New |
| National Bank of Canada | 826 | $90.0K | 0.00% | +513+163.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 780 | $85.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 760 | $83.0K | 0.03% | +35+4.8% | Added |
| CKW Financial Group | 683 | $74.0K | 0.01% | +1+0.1% | Added |
| Vestcor Inc | 648 | $71.0K | 0.00% | +408+170.0% | Added |
| San Luis Wealth Advisors LLC | 426 | $64.0K | 0.03% | +426 | New |
| Parallel Advisors, LLC | 556 | $63.0K | 0.00% | −122−18.0% | Reduced |
| Toth Financial Advisory Corp | 533 | $58.0K | 0.01% | −10−1.8% | Reduced |
| Harbor Investment Advisory, LLC | 500 | $55.0K | 0.01% | −20−3.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 449 | $49.0K | 0.03% | +199+79.6% | Added |
| Northwestern Mutual Wealth Management Co | 427 | $47.0K | 0.00% | +327+327.0% | Added |
| Hudock, Inc. | 417 | $45.0K | 0.01% | +417 | New |
| SkyView Investment Advisors, LLC | 416 | $45.0K | 0.01% | +416 | New |
| Central Trust Co | 400 | $44.0K | 0.00% | +200+100.0% | Added |
| Signaturefd, LLC | 392 | $43.0K | 0.00% | +288+276.9% | Added |
| Pinnacle Bancorp, Inc. | 395 | $43.0K | 0.01% | +395 | New |
| Alpha Paradigm Partners, LLC | 382 | $42.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 353 | $39.0K | 0.00% | +253+253.0% | Added |
| Rise Advisors, LLC | 315 | $34.0K | 0.03% | +50+18.9% | Added |
| Cribstone Capital Management, LLC | 300 | $33.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 300 | $33.0K | 0.00% | +100+50.0% | Added |
| GPS Wealth Strategies Group, LLC | 290 | $32.0K | 0.01% | +290 | New |
| Winch Advisory Services, LLC | 287 | $31.0K | 0.01% | +287 | New |
| Bedel Financial Consulting, Inc. | 278 | $30.0K | 0.01% | +14+5.3% | Added |
| First Horizon Advisors, Inc. | 263 | $29.0K | 0.00% | +263 | New |