Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2022: 347 institutions
Q1 2021: 132 institutionsQ2 2021: 254 institutionsQ3 2021: 428 institutionsQ4 2021: 480 institutionsQ1 2022: 496 institutionsQ2 2022: 347 institutionsQ3 2022: 306 institutionsQ4 2022: 267 institutionsQ1 2023: 266 institutionsQ2 2023: 303 institutionsQ3 2023: 291 institutionsQ4 2023: 334 institutionsQ1 2024: 278 institutionsQ2 2024: 275 institutionsQ3 2024: 349 institutionsQ4 2024: 391 institutionsQ1 2025: 387 institutionsQ2 2025: 421 institutionsQ3 2025: 412 institutionsQ4 2025: 393 institutionsQ1 2026: 340 institutionsQ2 2026: 370 institutions
Value heldQ2 2022: $1.17B
Q1 2021: $5.12BQ2 2021: $5.00BQ3 2021: $13.3BQ4 2021: $5.83BQ1 2022: $4.43BQ2 2022: $1.17BQ3 2022: $658.8MQ4 2022: $388.9MQ1 2023: $471.6MQ2 2023: $1.30BQ3 2023: $1.08BQ4 2023: $1.70BQ1 2024: $1.00BQ2 2024: $919.5MQ3 2024: $1.99BQ4 2024: $3.59BQ1 2025: $2.77BQ2 2025: $3.98BQ3 2025: $3.27BQ4 2025: $2.83BQ1 2026: $1.45BQ2 2026: $2.07B
Institutions holding UPST and their total value by quarter
QuarterHoldersValue
Q2 2026370$2.07B
Q1 2026340$1.45B
Q4 2025393$2.83B
Q3 2025412$3.27B
Q2 2025421$3.98B
Q1 2025387$2.77B
Q4 2024391$3.59B
Q3 2024349$1.99B
Q2 2024275$919.5M
Q1 2024278$1.00B
Q4 2023334$1.70B
Q3 2023291$1.08B
Q2 2023303$1.30B
Q1 2023266$471.6M
Q4 2022267$388.9M
Q3 2022306$658.8M
Q2 2022347$1.17B
Q1 2022496$4.43B
Q4 2021480$5.83B
Q3 2021428$13.3B
Q2 2021254$5.00B
Q1 2021132$5.12B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Upstart Holdings, Inc.; share changes are against Q1 2022.

Institutions holding UPST in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
NVWM, LLC10$00.00%−100−90.9%Reduced
Prestige Wealth Management Group LLC14$00.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC6$00.00%00.0%Unchanged
Surevest, LLC5$00.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC5$00.00%−5−50.0%Reduced
Investors Research Corp15$00.00%+9+150.0%Added
Mach-1 Financial Group, Inc.17$00.00%00.0%Unchanged
City State Bank9$00.00%00.0%Unchanged
Resources Management Corp3$00.00%+2+200.0%Added
Capstone Investment Advisors, LLC3$00.00%+3New
Capital Advisors, Ltd. LLC15$00.00%+15New
FNY Investment Advisers, LLC20$00.00%+20New
Iron Horse Wealth Management, LLC15$00.00%+15New
Level Financial Advisors, Inc.5$00.00%+5New
Brewin Dolphin Ltd14$00.00%+14New
Financial Synergies Wealth Advisors, Inc.2$640.00%+2New
Raffa Wealth Management, LLC5$1580.00%00.0%Unchanged
American State Bank (Iowa)10$3160.00%00.0%Unchanged
Venture Visionary Partners LLC17$5370.00%+17New
Carmichael Hill & Associates, Inc.18$1.00K0.00%−218−92.4%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC50$1.00K0.00%−95−65.5%Reduced
SOA Wealth Advisors, LLC.40$1.00K0.00%−85−68.0%Reduced
Elequin Capital LP18$1.00K0.00%−72−80.0%Reduced
Private Capital Group, LLC41$1.00K0.00%00.0%Unchanged
Horan Securities, Inc.35$1.00K0.00%00.0%Unchanged
Lake Point Wealth Management35$1.00K0.00%00.0%Unchanged
Gould Capital, LLC38$1.00K0.00%00.0%Unchanged
Clearstead Advisors, LLC37$1.00K0.00%+10+37.0%Added
North Star Investment Management Corp.24$1.00K0.00%00.0%Unchanged
West Oak Capital, LLC25$1.00K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC23$1.00K0.00%−6−20.7%Reduced
Your Advocates Ltd., LLP30$1.00K0.00%00.0%Unchanged
Atticus Wealth Management, LLC24$1.00K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.16$1.00K0.00%00.0%Unchanged
Allworth Financial LP20$1.00K0.00%−2−9.1%Reduced
Laurel Wealth Advisors LLC20$1.00K0.00%00.0%Unchanged
Missouri Trust & Investment Co22$1.00K0.00%00.0%Unchanged
Quent Capital, LLC20$1.00K0.00%00.0%Unchanged
Focused Wealth Management, Inc20$1.00K0.00%+10+100.0%Added
JJJ Advisors Inc.30$1.00K0.00%+25+500.0%Added
Ellevest, Inc.24$1.00K0.00%+15+166.7%Added
O'Dell Group, LLC26$1.00K0.00%+20+333.3%Added
Bell Investment Advisors, Inc26$1.00K0.00%+26New
Evermay Wealth Management LLC75$2.00K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC58$2.00K0.00%−13−18.3%Reduced
Financial Connections Group, Inc.80$2.00K0.00%00.0%Unchanged
Credit Agricole S A60$2.00K0.00%00.0%Unchanged
Sandy Spring Bank57$2.00K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC50$2.00K0.00%−7−12.3%Reduced
Covington Capital Management50$2.00K0.00%00.0%Unchanged
Oakworth Capital, Inc.50$2.00K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC51$2.00K0.00%+1+2.0%Added
Accel Wealth Management66$2.00K0.00%+53+407.7%Added
Money Concepts Capital Corp83$3.00K0.00%−161−66.0%Reduced
Parkside Financial Bank & Trust100$3.00K0.00%00.0%Unchanged
Heritage Wealth Advisors100$3.00K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd105$3.00K0.00%00.0%Unchanged
Gradient Investments LLC85$3.00K0.00%+85New
Pacifica Partners Inc.84$3.00K0.00%+84New
Gordian Capital Singapore Pte Ltd81$3.00K0.00%+80+8,000.0%Added
Castleview Partners, LLC73$3.22K0.00%+63+630.0%Added
Glassman Wealth Services134$4.00K0.00%+4+3.1%Added
HHM Wealth Advisors, LLC116$4.00K0.00%00.0%Unchanged
Global Retirement Partners, LLC114$4.00K0.00%00.0%Unchanged
CoreCap Advisors, LLC113$4.00K0.00%+113New
Anchor Investment Management, LLC141$4.46K0.00%00.0%Unchanged
Huntington National Bank163$5.00K0.00%00.0%Unchanged
Hantz Financial Services, Inc.161$5.00K0.00%00.0%Unchanged
Adirondack Trust Co150$5.00K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group150$5.00K0.00%+71+89.9%Added
Mizuho Securities Co. Ltd.32$5.00K0.00%−1−3.0%Reduced
Zions Bancorporation, N.A.148$5.00K0.00%+124+516.7%Added
Wagner Wealth Management, LLC160$5.00K0.00%+160New
Massmutual Trust Co FSB200$6.00K0.00%−44−18.0%Reduced
Farmers & Merchants Trust Co of Chambersburg PA200$6.00K0.00%00.0%Unchanged
Larson Financial Group LLC187$6.00K0.00%00.0%Unchanged
Proequities, Inc.182$6.00K0.00%+50+37.9%Added
ACG Wealth205$6.00K0.00%+205New
Wolff Wiese Magana LLC225$7.00K0.01%−10,512−97.9%Reduced
Column Capital Advisors, LLC235$7.00K0.00%+57+32.0%Added
Meeder Asset Management Inc254$8.00K0.00%+105+70.5%Added
JFS Wealth Advisors, LLC300$9.00K0.00%00.0%Unchanged
Cribstone Capital Management, LLC300$9.00K0.01%00.0%Unchanged
Founders Capital Management300$9.00K0.01%+300New
Parallel Advisors, LLC318$10.0K0.00%−238−42.8%Reduced
Rise Advisors, LLC315$10.0K0.01%00.0%Unchanged
Tradition Wealth Management, LLC363$11.0K0.00%+10+2.8%Added
Central Trust Co400$12.0K0.00%00.0%Unchanged
Alpha Paradigm Partners, LLC382$12.0K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC500$16.0K0.00%00.0%Unchanged
SeaCrest Wealth Management, LLC512$16.0K0.00%+512New
Optimum Investment Advisors560$18.0K0.01%−200−26.3%Reduced
Toth Financial Advisory Corp565$18.0K0.00%+32+6.0%Added
Plante Moran Financial Advisors, LLC609$19.0K0.00%−1,157−65.5%Reduced
Northwestern Mutual Wealth Management Co628$20.0K0.00%+201+47.1%Added
Quantbot Technologies LP700$22.0K0.00%−4,147−85.6%Reduced
CWM, LLC691$22.0K0.00%−3,015−81.4%Reduced
Salem Investment Counselors Inc700$22.0K0.00%−755−51.9%Reduced
CKW Financial Group683$22.0K0.00%00.0%Unchanged
Signaturefd, LLC703$22.0K0.00%+311+79.3%Added