Skip to main content

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.

Q2 2022 vs. Q1 2022

How the institutions holding Upstart Holdings, Inc. changed between Q1 2022 and Q2 2022.

All holders in Q2 2022All holders in Q1 2022

13F holders of UPST: Q1 2022 compared with Q2 2022
MeasureQ1 2022Of which not filed for Q2 2022Q2 2022Change
Holders4964347−145
Shares40.6M116.7K37.1M−3.41M (−8.4%)
Value$4.43B$12.7M$1.17B−$3.24B (−73.5%)

4 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (42)

Institutions that held Upstart Holdings, Inc. at the end of Q2 2022 but not at the end of Q1 2022.

Institutions new to UPST in Q2 2022
InstitutionSharesValue% of portfolio
Coatue Management LLCSuperinvestorCoatue Management2,362,290$74.7M0.90%
Arkadios Wealth Advisors76,154$2.41M0.36%
Optiver Holding B.V.71,705$2.27M0.00%
Mason Capital Management LLC61,600$1.95M0.69%
Andra AP-fonden57,100$1.81M0.05%
Zweig-DiMenna Associates LLC35,050$1.11M0.22%
Occudo Quantitative Strategies LP34,956$1.10M0.09%
Baader Bank INC33,027$1.04M0.10%
Ergoteles LLC27,501$870.0K0.03%
Eaton Vance Management13,970$442.0K0.00%
Strategic Wealth Advisors Group, LLC12,480$419.0K0.02%
Versor Investments LP11,736$371.0K0.01%
Annandale Capital, LLC10,020$317.0K0.13%
Hilltop Holdings Inc.9,688$306.0K0.04%
Harbour Investments, Inc.8,708$275.0K0.02%
GWM Advisors LLC7,959$252.0K0.00%
Janus Henderson Group PLC7,716$244.0K0.00%
Wellington Management Group LLP7,687$243.0K0.00%
Mitchell McLeod Pugh & Williams Inc7,375$233.0K0.09%
Swedbank AB7,041$222.6K0.00%
Schonfeld Strategic Advisors LLC5,178$164.0K0.00%
Advisors Asset Management, Inc.4,777$151.0K0.00%
Hexagon Capital Partners LLC4,500$142.0K0.04%
Gs Investments, Inc.4,000$102.0K0.06%
Migdal Insurance & Financial Holdings Ltd.1,500$47.0K0.00%
Banque Cantonale Vaudoise717$23.0K0.00%
SeaCrest Wealth Management, LLC512$16.0K0.00%
Founders Capital Management300$9.00K0.01%
ACG Wealth205$6.00K0.00%
Wagner Wealth Management, LLC160$5.00K0.00%
CoreCap Advisors, LLC113$4.00K0.00%
Gradient Investments LLC85$3.00K0.00%
Pacifica Partners Inc.84$3.00K0.00%
Bell Investment Advisors, Inc26$1.00K0.00%
Venture Visionary Partners LLC17$5370.00%
Financial Synergies Wealth Advisors, Inc.2$640.00%
Capstone Investment Advisors, LLC3$00.00%
Capital Advisors, Ltd. LLC15$00.00%
FNY Investment Advisers, LLC20$00.00%
Iron Horse Wealth Management, LLC15$00.00%
Level Financial Advisors, Inc.5$00.00%
Brewin Dolphin Ltd14$00.00%

Sold out (187)

Institutions that held Upstart Holdings, Inc. at the end of Q1 2022 and filed for Q2 2022 without it.

Showing the largest 100 of 187 by value.

Institutions that sold out of UPST in Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Allianz Asset Management GmbH1,005,087$109.6M
Artemis Investment Management LLP632,025$68.8M
Kuvari Partners LLP296,738$32.4M
Capital International Investors262,635$28.7M
Vestor Capital, LLC99,738$10.9M
Group One Trading, L.P.88,670$9.67M
Voloridge Investment Management, LLC82,905$9.04M
GAM Holding AG79,600$8.68M
Icapital Wealth LLC90,832$8.66M
First Trust Advisors LP60,338$6.58M
Atika Capital Management LLC60,100$6.56M
Trexquant Investment LP54,973$6.00M
Man Group plc50,631$5.52M
Advisor Resource Council45,065$4.92M
Polar Capital Holdings Plc41,350$4.51M
SEI Investments Co39,317$4.29M
Capital Fund Management S.A.38,987$4.25M
Two Sigma Securities, LLC38,099$4.16M
FORA Capital, LLC34,106$3.89M
HRT Financial LP31,891$3.48M
Simplex Trading, LLC26,690$2.91M
Paradiem, LLC29,956$2.73M
Railway Pension Investments Ltd23,234$2.54M
ClariVest Asset Management LLC21,406$2.34M
Bokf, NA20,382$2.22M
Swiss Life Asset Management Ltd18,463$2.01M
Cookson Peirce & Co Inc17,520$1.91M
Van Eck Associates Corp17,406$1.90M
Renaissance Capital LLC15,079$1.65M
Cerity Partners LLC14,470$1.58M
American Century Companies Inc13,549$1.48M
Qube Research & Technologies Ltd13,553$1.48M
Independent Advisor Alliance13,436$1.47M
EMJ Capital Ltd.13,000$1.42M
Alpha DNA Investment Management LLC11,437$1.25M
Inscription Capital, LLC11,000$1.20M
TD Asset Management Inc10,531$1.15M
Vista Finance, LLC9,341$1.02M
Oxbow Advisors, LLC9,255$1.01M
Atria Wealth Solutions, Inc.8,983$980.0K
Arrowstreet Capital, Limited Partnership8,630$941.0K
Gilder Gagnon Howe & Co LLC8,371$913.0K
Point72 Asset Management, L.P.7,888$861.0K
Level Four Advisory Services, LLC7,856$857.0K
Prelude Capital Management, LLC7,217$787.0K
HighTower Advisors, LLC6,991$765.0K
Tairen Capital Ltd7,000$764.0K
Jennison Associates LLC6,621$722.0K
M Holdings Securities, Inc.6,407$699.0K
Oregon Public Employees Retirement Fund6,215$678.0K
Teamwork Financial Advisors, LLC6,076$663.0K
Graham Holdings Co5,846$638.0K
B. Riley Wealth Management, Inc.5,729$625.0K
Corton Capital Inc.5,711$623.0K
Xponance, Inc.5,553$606.0K
ACT Capital Management, LLC5,500$600.0K
Independent Solutions Wealth Management, LLC5,498$599.8K
IFM Investors Pty Ltd5,361$585.0K
Souders Financial Advisors5,089$555.0K
Morse Asset Management, Inc5,030$549.0K
Bank of Hawaii4,990$544.0K
Navalign, LLC7,329$527.0K
TrimTabs Asset Management, LLC4,706$513.0K
Donoghue Forlines LLC4,706$513.0K
Lincoln National Corp4,604$503.0K
Los Angeles Capital Management LLC4,607$503.0K
Toroso Investments, LLC4,483$489.0K
Charles Schwab Investment Advisory, Inc.4,371$477.0K
Stephens Inc4,310$470.0K
Seaport Global Advisors, LLC4,257$464.0K
Advisory Research Inc4,196$458.0K
RBF Capital, LLC4,000$457.0K
ProShare Advisors LLC4,185$457.0K
Western Wealth Management, LLC4,186$456.0K
Apollon Wealth Management, LLC4,100$447.0K
ExodusPoint Capital Management, LP4,063$443.0K
Asset Management Corp4,041$441.0K
Sciencast Management LP4,574$438.0K
Mount Yale Investment Advisors, LLC4,010$437.0K
Delphia (USA) Inc.4,009$437.0K
Parametrica Management Ltd3,982$434.0K
Cypress Point Wealth Management, LLC3,942$430.0K
XR Securities LLC3,929$429.0K
Aft, Forsyth & Company, Inc.3,870$422.0K
IAM Advisory, LLC3,822$417.0K
Caisse de Depot Et Placement du Quebec3,800$415.0K
Titus Wealth Management3,771$411.0K
Kaizen Financial Strategies3,725$406.0K
Harbour Capital Advisors, LLC3,535$386.0K
Flagship Harbor Advisors, LLC3,538$386.0K
Lazard Asset Management LLC3,536$385.0K
Nwam LLC3,527$385.0K
Park Avenue Securities LLC3,520$384.0K
KG&L Capital Management,LLC3,523$384.0K
Wealth Advisors, Inc.3,477$379.0K
Paloma Partners Management Co3,466$378.0K
CIBC Asset Management Inc3,443$376.0K
Keudell/Morrison Wealth Management3,450$376.0K
Washburn Capital Management, Inc.3,440$375.0K
Maryland State Retirement & Pension System3,435$375.0K

Not filed for Q2 2022 yet (4)

Institutions that held Upstart Holdings, Inc. at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UPST in Q1 2022 that haven't filed for Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Parametric Portfolio Associates LLC105,620$11.5M
Amalgamated Financial Corp.10,881$1.19M
SJS Investment Consulting Inc.233$25.0K
Holloway Wealth Management, LLC–$9.00K