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 |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 717 | $23.0K | 0.00% | +717 | New |
| Benjamin F. Edwards & Company, Inc. | 780 | $25.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 812 | $25.0K | 0.01% | +395+94.7% | Added |
| Bellwether Advisors, LLC | 802 | $25.0K | 0.01% | +800+40,000.0% | Added |
| American International Group, Inc. | 840 | $27.0K | 0.00% | −72−7.9% | Reduced |
| TSFG, LLC | 1,011 | $32.0K | 0.01% | −56−5.2% | Reduced |
| Albion Financial Group | 1,000 | $32.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 877 | $34.4K | 0.00% | −55−5.9% | Reduced |
| Baldwin Brothers Inc | 1,200 | $38.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,225 | $39.0K | 0.00% | −392−24.2% | Reduced |
| Seeyond | 1,251 | $39.0K | 0.00% | −26−2.0% | Reduced |
| Gables Capital Management Inc. | 1,275 | $40.0K | 0.03% | −1,705−57.2% | Reduced |
| Covestor Ltd | 1,348 | $43.0K | 0.04% | +280+26.2% | Added |
| GPS Wealth Strategies Group, LLC | 1,353 | $43.0K | 0.01% | +1,063+366.6% | Added |
| WR Wealth Planners, LLC | 1,388 | $43.9K | 0.03% | +426+44.3% | Added |
| Shell Asset Management Co | 1,449 | $46.0K | 0.00% | +3+0.2% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,500 | $47.0K | 0.00% | +1,500 | New |
| Vestcor Inc | 1,565 | $49.0K | 0.00% | +917+141.5% | Added |
| Spire Wealth Management | 1,575 | $50.0K | 0.00% | −682−30.2% | Reduced |
| Macquarie Group Ltd | 1,653 | $52.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,790 | $56.0K | 0.00% | +300+20.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,807 | $57.0K | 0.00% | −1,057−36.9% | Reduced |
| Geneos Wealth Management Inc. | 1,818 | $59.0K | 0.00% | +673+58.8% | Added |
| Caption Management, LLC | 2,000 | $63.0K | 0.01% | −3,500−63.6% | Reduced |
| Freemont Management S.A. | 2,100 | $66.0K | 0.01% | +1,050+100.0% | Added |
| MetLife Investment Management | 2,118 | $67.0K | 0.00% | −991−31.9% | Reduced |
| American Portfolios Advisors | 2,309 | $73.0K | 0.00% | −3,016−56.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,366 | $74.8K | 0.00% | −1,291−35.3% | Reduced |
| Hussman Strategic Advisors, Inc. | 2,600 | $82.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,584 | $82.0K | 0.00% | +747+40.7% | Added |
| AdvisorNet Financial, Inc | 2,747 | $87.0K | 0.01% | +1,680+157.5% | Added |
| Korea Investment CORP | 2,777 | $88.0K | 0.00% | −128,423−97.9% | Reduced |
| Daiwa Securities Group Inc. | 3,000 | $95.0K | 0.00% | +1,200+66.7% | Added |
| Umb Bank N A | 3,183 | $101.0K | 0.00% | −502−13.6% | Reduced |
| Gs Investments, Inc. | 4,000 | $102.0K | 0.06% | +4,000 | New |
| IFP Advisors, Inc | 3,207 | $110.0K | 0.00% | −521−14.0% | Reduced |
| The PNC Financial Services Group, Inc. | 3,740 | $119.0K | 0.00% | −887−19.2% | Reduced |
| Russell Investments Group, Ltd. | 4,367 | $136.0K | 0.00% | +2,644+153.5% | Added |
| Arcadia Investment Management Corp | 4,477 | $142.0K | 0.03% | +2,200+96.6% | Added |
| Hexagon Capital Partners LLC | 4,500 | $142.0K | 0.04% | +4,500 | New |
| Advisors Asset Management, Inc. | 4,777 | $151.0K | 0.00% | +4,777 | New |
| Newbridge Financial Services Group, Inc. | 5,023 | $159.0K | 0.10% | +900+21.8% | Added |
| Dark Forest Capital Management LP | 5,176 | $164.0K | 0.04% | −1,806−25.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 5,178 | $164.0K | 0.00% | +5,178 | New |
| DekaBank Deutsche Girozentrale | 5,211 | $165.0K | 0.00% | −14,756−73.9% | Reduced |
| Westpac Banking Corp | 5,329 | $168.5K | 0.00% | −46−0.9% | Reduced |
| Manchester Capital Management LLC | 5,387 | $170.0K | 0.03% | +3,988+285.1% | Added |
| Public Employees Retirement Association of Colorado | 5,524 | $175.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 5,564 | $176.0K | 0.01% | +2,159+63.4% | Added |
| Tyler-Stone Wealth Management | 6,007 | $190.0K | 0.13% | +3,060+103.8% | Added |
| Stifel Financial Corp | 6,304 | $200.0K | 0.00% | −2,801−30.8% | Reduced |
| Orion Capital Management LLC | 6,610 | $209.0K | 0.16% | −350−5.0% | Reduced |
| Blueshift Asset Management, LLC | 6,629 | $210.0K | 0.03% | +2,975+81.4% | Added |
| Independent Financial Group, LLC | 6,769 | $214.0K | 0.02% | +4,440+190.6% | Added |
| Capital Impact Advisors, LLC | 6,798 | $215.0K | 0.20% | −4,744−41.1% | Reduced |
| Bridgewater Associates, LP | 6,910 | $218.0K | 0.00% | +2,634+61.6% | Added |
| Swedbank AB | 7,041 | $222.6K | 0.00% | +7,041 | New |
| Leonteq Securities AG | 7,238 | $228.9K | 0.01% | +3,271+82.5% | Added |
| Mezzasalma Advisors, LLC | 7,269 | $230.0K | 0.19% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 7,348 | $232.0K | 0.00% | +3,426+87.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 7,375 | $233.0K | 0.09% | +7,375 | New |
| Wellington Management Group LLP | 7,687 | $243.0K | 0.00% | +7,687 | New |
| Janus Henderson Group PLC | 7,716 | $244.0K | 0.00% | +7,716 | New |
| British Columbia Investment Management Corp | 7,798 | $247.0K | 0.00% | +1,472+23.3% | Added |
| Utah Retirement Systems | 7,847 | $248.0K | 0.00% | +1,300+19.9% | Added |
| GWM Advisors LLC | 7,959 | $252.0K | 0.00% | +7,959 | New |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $253.0K | 0.12% | 00.0% | Unchanged |
| Truist Financial Corp | 8,036 | $253.0K | 0.00% | +4,934+159.1% | Added |
| Squarepoint Ops LLC | 8,036 | $254.0K | 0.00% | −9,601−54.4% | Reduced |
| JustInvest LLC | 8,145 | $258.0K | 0.01% | +2,750+51.0% | Added |
| Gerber Kawasaki Wealth & Investment Management | 8,205 | $259.0K | 0.02% | +2,963+56.5% | Added |
| Nissay Asset Management Corp | 8,203 | $259.0K | 0.00% | +3,480+73.7% | Added |
| Kestra Advisory Services, LLC | 8,459 | $267.0K | 0.00% | −16,362−65.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 8,454 | $268.0K | 0.01% | −9,960−54.1% | Reduced |
| Harbour Investments, Inc. | 8,708 | $275.0K | 0.02% | +8,708 | New |
| D.A. Davidson & Co. | 8,831 | $279.0K | 0.00% | −4,866−35.5% | Reduced |
| Baird Financial Group, Inc. | 9,416 | $298.0K | 0.00% | +2,813+42.6% | Added |
| Cetera Advisor Networks LLC | 9,424 | $298.0K | 0.00% | +5,719+154.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,504 | $301.0K | 0.00% | +6,054+175.5% | Added |
| Handelsbanken Fonder AB | 9,600 | $304.0K | 0.00% | −26,971−73.7% | Reduced |
| Teacher Retirement System of Texas | 9,645 | $305.0K | 0.00% | +1,078+12.6% | Added |
| Hilltop Holdings Inc. | 9,688 | $306.0K | 0.04% | +9,688 | New |
| Principal Financial Group Inc | 9,692 | $307.0K | 0.00% | +4,933+103.7% | Added |
| Cetera Investment Advisers | 9,761 | $309.0K | 0.00% | +6,165+171.4% | Added |
| Stratos Wealth Partners, LTD. | 9,836 | $311.0K | 0.01% | +3,605+57.9% | Added |
| Kercheville Advisors, LLC | 10,000 | $316.0K | 0.21% | −1,780−15.1% | Reduced |
| Bayesian Capital Management, LP | 10,000 | $316.0K | 0.06% | +6,547+189.6% | Added |
| Annandale Capital, LLC | 10,020 | $317.0K | 0.13% | +10,020 | New |
| Dimensional Fund Advisors LP | 10,149 | $321.0K | 0.00% | +531+5.5% | Added |
| Bridgewater Advisors Inc. | 10,537 | $333.0K | 0.07% | +5,033+91.4% | Added |
| Wedbush Securities Inc | 10,568 | $334.0K | 0.02% | +1,431+15.7% | Added |
| Mercer Global Advisors Inc | 10,616 | $336.0K | 0.00% | −3,309−23.8% | Reduced |
| Gladstone Institutional Advisory LLC | 10,751 | $340.0K | 0.03% | −2,916−21.3% | Reduced |
| Cutler Group LP | 11,101 | $351.0K | 0.05% | −4,820−30.3% | Reduced |
| Sigma Planning Corp | 11,296 | $357.0K | 0.01% | +7,392+189.3% | Added |
| USS Investment Management Ltd | 11,579 | $366.0K | 0.00% | 00.0% | Unchanged |
| Longitude (Cayman) Ltd. | 11,700 | $370.0K | 0.74% | −300−2.5% | Reduced |
| Versor Investments LP | 11,736 | $371.0K | 0.01% | +11,736 | New |
| Private Advisor Group, LLC | 12,230 | $387.0K | 0.00% | +6,045+97.7% | Added |
| Malaga Cove Capital, LLC | 12,881 | $405.0K | 0.23% | +100+0.8% | Added |