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, Q2 2022
Institutional positions in Upstart Holdings, Inc. as of Jun 30, 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
- 347
- −145 vs. Q1 2022
- Shares held
- 37.1M
- −3.41M (−8.4%) vs. Q1 2022
- Total value
- $1.17B
- −$3.24B (−73.5%) vs. Q1 2022
- New holders
- 42
- 154 more added
- Sold out
- 187
- 93 more reduced
4 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Upstart Holdings, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,058,614 | $191.6M | 0.01% | +236,404+4.1% | Added |
| Morgan Stanley | 4,231,009 | $133.8M | 0.02% | +614,648+17.0% | Added |
| Vulcan Value Partners, LLC | 3,996,381 | $126.4M | 1.24% | −3,244,826−44.8% | Reduced |
| BlackRock Inc. | 3,073,847 | $97.2M | 0.00% | +717,966+30.5% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 2,362,290 | $74.7M | 0.90% | +2,362,290 | New |
| Bank of America Corp | 1,408,945 | $44.6M | 0.01% | +224,775+19.0% | Added |
| State Street Corp | 1,319,132 | $41.7M | 0.00% | +353,154+36.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 996,524 | $31.5M | 0.08% | −60,634−5.7% | Reduced |
| Norges Bank | 810,022 | $25.6M | 0.01% | +403,605+99.3% | Added |
| Geode Capital Management, LLC | 787,799 | $24.9M | 0.00% | +104,939+15.4% | Added |
| Goldman Sachs Group Inc | 559,932 | $17.7M | 0.01% | +335,271+149.2% | Added |
| Northern Trust Corp | 419,944 | $13.3M | 0.00% | −13,299−3.1% | Reduced |
| Steadfast Capital Management LP | 377,952 | $12.0M | 0.27% | +347,952+1,159.8% | Added |
| Amundi | 456,300 | $11.0M | 0.01% | −122,418−21.2% | Reduced |
| Marshall Wace, LLP | 345,490 | $10.9M | 0.02% | +343,654+18,717.5% | Added |
| Legal & General Group Plc | 332,004 | $10.5M | 0.00% | +137,828+71.0% | Added |
| Robeco Institutional Asset Management B.V. | 330,863 | $10.5M | 0.03% | −68,574−17.2% | Reduced |
| JPMorgan Chase & Co | 325,723 | $10.3M | 0.00% | +77,961+31.5% | Added |
| Fred Alger Management, LLC | 311,476 | $9.85M | 0.05% | −1,553,967−83.3% | Reduced |
| Charles Schwab Investment Management Inc | 289,224 | $9.15M | 0.00% | +19,216+7.1% | Added |
| Twin Tree Management, LP | 264,317 | $8.36M | 0.16% | +192,410+267.6% | Added |
| Barclays PLC | 241,261 | $7.63M | 0.01% | −63,555−20.9% | Reduced |
| Bank of New York Mellon Corp | 239,967 | $7.59M | 0.00% | +67,849+39.4% | Added |
| Renaissance Technologies LLC | 213,800 | $6.76M | 0.01% | +179,700+527.0% | Added |
| Consolidated Investment Group LLC | 199,200 | $6.30M | 1.20% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 187,148 | $5.92M | 0.00% | −56,795−23.3% | Reduced |
| Nomura Holdings Inc | 179,412 | $5.90M | 0.05% | +72,829+68.3% | Added |
| Carnegie Capital Asset Management, LLC | 185,425 | $5.86M | 0.26% | +2,084+1.1% | Added |
| Citigroup Inc | 166,498 | $5.26M | 0.01% | +97,997+143.1% | Added |
| UBS Group AG | 164,335 | $5.20M | 0.00% | −6,706−3.9% | Reduced |
| La Financiere de L'Echiquier | 157,000 | $4.96M | 0.29% | −240,024−60.5% | Reduced |
| UBS Asset Management Americas Inc | 155,840 | $4.93M | 0.00% | +52,288+50.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 155,698 | $4.92M | 0.00% | +56,957+57.7% | Added |
| Bank of Montreal | 99,711 | $4.59M | 0.00% | −17,384−14.8% | Reduced |
| Waverton Investment Management Ltd | 141,623 | $4.48M | 0.17% | +84,063+146.0% | Added |
| Traynor Capital Management, Inc. | 136,565 | $4.32M | 0.75% | +117,145+603.2% | Added |
| Commonwealth Equity Services, LLC | 135,305 | $4.28M | 0.01% | +31,123+29.9% | Added |
| California Public Employees Retirement System | 118,457 | $3.75M | 0.00% | +22,922+24.0% | Added |
| California State Teachers Retirement System | 118,379 | $3.74M | 0.01% | +44,904+61.1% | Added |
| Nordea Investment Management AB | 122,965 | $3.72M | 0.01% | +1,804+1.5% | Added |
| SG Americas Securities, LLC | 114,237 | $3.61M | 0.05% | +102,783+897.4% | Added |
| Liontrust Investment Partners LLP | 110,000 | $3.48M | 0.05% | +25,000+29.4% | Added |
| Pictet Asset Management SA | 100,033 | $3.16M | 0.00% | +4,249+4.4% | Added |
| Deutsche Bank AG | 98,268 | $3.11M | 0.00% | −78,384−44.4% | Reduced |
| Credit Suisse AG | 98,214 | $3.10M | 0.00% | +25,845+35.7% | Added |
| HSBC Holdings PLC | 97,986 | $3.10M | 0.00% | +31,281+46.9% | Added |
| Susquehanna International Group, LLP | 97,683 | $3.09M | 0.01% | −754,336−88.5% | Reduced |
| LPL Financial LLC | 93,536 | $2.96M | 0.00% | −7,894−7.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 93,525 | $2.96M | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 93,243 | $2.95M | 0.00% | −79,655−46.1% | Reduced |
| GFG Capital, LLC | 89,482 | $2.83M | 0.86% | +7,001+8.5% | Added |
| Banque Pictet & Cie SA | 86,500 | $2.73M | 0.03% | +6,500+8.1% | Added |
| Raymond James & Associates | 85,865 | $2.71M | 0.00% | +34,810+68.2% | Added |
| State Board of Administration of Florida Retirement System | 84,440 | $2.67M | 0.01% | +35,957+74.2% | Added |
| First Republic Investment Management, Inc. | 83,518 | $2.64M | 0.01% | −41,678−33.3% | Reduced |
| WMG Financial Advisors, LLC | 79,328 | $2.50M | 2.17% | +39,303+98.2% | Added |
| Arkadios Wealth Advisors | 76,154 | $2.41M | 0.36% | +76,154 | New |
| New York State Common Retirement Fund | 76,012 | $2.40M | 0.00% | +22,912+43.1% | Added |
| Optiver Holding B.V. | 71,705 | $2.27M | 0.00% | +71,705 | New |
| Jane Street Group, LLC | 70,287 | $2.22M | 0.00% | −245,746−77.8% | Reduced |
| Rhumbline Advisers | 70,262 | $2.22M | 0.00% | +25,666+57.6% | Added |
| Wells Fargo & Company | 70,132 | $2.22M | 0.00% | −1,648−2.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 65,911 | $2.08M | 0.01% | +26,692+68.1% | Added |
| Cubist Systematic Strategies, LLC | 63,381 | $2.00M | 0.01% | +54,256+594.6% | Added |
| Mason Capital Management LLC | 61,600 | $1.95M | 0.69% | +61,600 | New |
| Ameriprise Financial Inc | 61,791 | $1.92M | 0.00% | −9,829−13.7% | Reduced |
| Bordeaux Wealth Advisors LLC | 60,000 | $1.90M | 1.31% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 59,053 | $1.87M | 0.18% | +37,190+170.1% | Added |
| Invesco Ltd. | 57,880 | $1.83M | 0.00% | +24,164+71.7% | Added |
| Andra AP-fonden | 57,100 | $1.81M | 0.05% | +57,100 | New |
| State of New Jersey Common Pension Fund D | 50,821 | $1.61M | 0.01% | +26,035+105.0% | Added |
| Price T Rowe Associates Inc | 43,606 | $1.38M | 0.00% | +7,362+20.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 43,059 | $1.36M | 0.01% | +12,778+42.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 41,305 | $1.31M | 0.01% | +946+2.3% | Added |
| Wolverine Asset Management LLC | 40,874 | $1.29M | 0.02% | −35,029−46.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 40,610 | $1.28M | 0.00% | −80,653−66.5% | Reduced |
| Rockefeller Capital Management L.P. | 40,448 | $1.28M | 0.01% | +33,332+468.4% | Added |
| State of Wisconsin Investment Board | 40,027 | $1.27M | 0.00% | +10,376+35.0% | Added |
| Wolverine Trading, LLC | 38,726 | $1.25M | 0.04% | −26,859−41.0% | Reduced |
| Gotham Asset Management, LLC | 39,439 | $1.25M | 0.04% | +27,470+229.5% | Added |
| Virtu Financial LLC | 37,927 | $1.20M | 0.10% | +12,899+51.5% | Added |
| Ensign Peak Advisors, Inc | 37,460 | $1.18M | 0.00% | +29,770+387.1% | Added |
| Advisory Services Network, LLC | 37,184 | $1.18M | 0.04% | +17,086+85.0% | Added |
| Public Employees Retirement System of Ohio | 36,538 | $1.16M | 0.00% | +11,563+46.3% | Added |
| Walleye Trading LLC | 36,282 | $1.15M | 0.03% | +12,180+50.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 36,112 | $1.14M | 0.00% | +15,277+73.3% | Added |
| Coastal Bridge Advisors, LLC | 35,688 | $1.13M | 0.35% | 00.0% | Unchanged |
| Zweig-DiMenna Associates LLC | 35,050 | $1.11M | 0.22% | +35,050 | New |
| Occudo Quantitative Strategies LP | 34,956 | $1.10M | 0.09% | +34,956 | New |
| Baader Bank INC | 33,027 | $1.04M | 0.10% | +33,027 | New |
| BIT Capital GmbH | 32,639 | $1.03M | 0.15% | −1,146,271−97.2% | Reduced |
| Alliancebernstein L.P. | 32,550 | $1.03M | 0.00% | +9,645+42.1% | Added |
| National Bank of Canada | 32,458 | $1.03M | 0.01% | +31,632+3,829.5% | Added |
| Royal Bank of Canada | 32,342 | $1.02M | 0.00% | −9,948−23.5% | Reduced |
| Advisor Group Holdings, Inc. | 31,981 | $1.01M | 0.00% | −11,016−25.6% | Reduced |
| Ci Investments Inc. | 31,294 | $990.0K | 0.00% | +40.0% | Added |
| Treasurer of the State of North Carolina | 31,043 | $982.0K | 0.01% | +4,101+15.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 30,990 | $980.0K | 0.00% | +11,007+55.1% | Added |
| Maxi Investments CY Ltd | 30,100 | $952.0K | 0.68% | +6,250+26.2% | Added |
| Centiva Capital, LP | 29,593 | $936.0K | 0.05% | +10,783+57.3% | Added |