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 |
|---|---|---|---|---|---|
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −78,672−100.0% | Sold out |
| Crawford Lake Capital Management, LLC | 0 | $0 | 0.00% | −59,397−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −50,027−100.0% | Sold out |
| Capital World Investors | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Myriad Asset Management Ltd. | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| E. Ohman J:or Asset Management AB | 0 | $0 | 0.00% | −38,500−100.0% | Sold out |
| LifePro Asset Management | 0 | $0 | 0.00% | −35,864−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −33,042−100.0% | Sold out |
| Aubrey Capital Management Ltd | 0 | $0 | 0.00% | −27,200−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −27,102−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −18,524−100.0% | Sold out |
| Atlas Principals, LLC | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −16,478−100.0% | Sold out |
| Eos Focused Equity Management, L.P. | 0 | $0 | 0.00% | −14,290−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −11,207−100.0% | Sold out |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −11,157−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −10,023−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −9,152−100.0% | Sold out |
| Sender Co & Partners, Inc. | 0 | $0 | 0.00% | −8,958−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −7,491−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −7,043−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −6,920−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −6,805−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,514−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −4,219−100.0% | Sold out |
| Alta Wealth Advisors LLC | 0 | $0 | 0.00% | −3,493−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −3,245−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,102−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −3,033−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −2,621−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −2,380−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −2,356−100.0% | Sold out |
| Golden Green, Inc. | 0 | $0 | 0.00% | −2,223−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −2,174−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −2,021−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Clare Market Investments LLC | 0 | $0 | 0.00% | −1,990−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −1,978−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −1,710−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −1,656−100.0% | Sold out |
| Stokes Family Office, LLC | 0 | $0 | 0.00% | −1,675−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −1,653−100.0% | Sold out |
| Jasper Ridge Partners, L.P. | 0 | $0 | 0.00% | −1,620−100.0% | Sold out |
| Essex LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Wealth Management Associates, Inc. | 0 | $0 | 0.00% | −1,574−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −1,505−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −1,481−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −1,460−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −1,379−100.0% | Sold out |
| PFG Advisors | 0 | $0 | 0.00% | −1,380−100.0% | Sold out |
| Rathbone Brothers plc | 0 | $0 | 0.00% | −1,367−100.0% | Sold out |
| Mirador Capital Partners LP | 0 | $0 | 0.00% | −1,350−100.0% | Sold out |
| Insight Folios Inc | 0 | $0 | 0.00% | −1,342−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −1,334−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −740−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −515−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −487−100.0% | Sold out |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −311−100.0% | Sold out |
| KRS Capital Management, LLC | 0 | $0 | 0.00% | −255−100.0% | Sold out |
| Outfitter Financial LLC | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Cornerstone Advisory, LLC | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Cypress Capital Management LLC (WY) | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Princeton Global Asset Management LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Absolute Capital Management, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Motley Fool Asset Management LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Rinkey Investments | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Henrickson Nauta Wealth Advisors, Inc. | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Agf Investments Inc. | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Shore Point Advisors, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Lenox Wealth Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Comprehensive Financial Consultants Institutional, Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Andra AP-fonden | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Vivid Financial Management, Inc. | – | – | – | – | Not filed |
| Paradigm Financial Advisors, LLC | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |