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 |
|---|---|---|---|---|---|
| Creative Planning | 13,000 | $411.0K | 0.00% | +4,546+53.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 13,010 | $411.0K | 0.00% | +7,110+120.5% | Added |
| Envestnet Asset Management Inc | 13,118 | $415.0K | 0.00% | +1,307+11.1% | Added |
| Strategic Wealth Advisors Group, LLC | 12,480 | $419.0K | 0.02% | +12,480 | New |
| Verition Fund Management LLC | 13,355 | $422.0K | 0.01% | −2,025−13.2% | Reduced |
| Perigon Wealth Management, LLC | 13,360 | $422.0K | 0.04% | +3,892+41.1% | Added |
| CIBC World Markets Inc. | 13,572 | $429.0K | 0.00% | −924−6.4% | Reduced |
| D. E. Shaw & Co., Inc. | 13,608 | $430.0K | 0.00% | −73,796−84.4% | Reduced |
| Voya Investment Management LLC | 13,775 | $436.0K | 0.00% | −9,572−41.0% | Reduced |
| Amalgamated Bank | 13,805 | $437.0K | 0.00% | +2,924+26.9% | Added |
| Eaton Vance Management | 13,970 | $442.0K | 0.00% | +13,970 | New |
| FMR LLC | 14,056 | $444.0K | 0.00% | +2,682+23.6% | Added |
| Prospera Financial Services Inc | 14,067 | $445.0K | 0.02% | +3,202+29.5% | Added |
| MML Investors Services, LLC | 14,524 | $459.0K | 0.00% | +4,927+51.3% | Added |
| Valeo Financial Advisors, LLC | 14,874 | $470.0K | 0.03% | +6,220+71.9% | Added |
| National Asset Management, Inc. | 14,973 | $474.0K | 0.02% | −10,882−42.1% | Reduced |
| Toronto Dominion Bank | 15,002 | $474.0K | 0.00% | +6,229+71.0% | Added |
| Synergy Financial Group, LTD | 15,202 | $481.0K | 0.75% | +2,113+16.1% | Added |
| Nisa Investment Advisors, LLC | 15,200 | $481.0K | 0.00% | +13,100+623.8% | Added |
| Nomura Asset Management Co Ltd | 15,610 | $493.6K | 0.00% | +6,800+77.2% | Added |
| Riggs Asset Managment Co. Inc. | 15,612 | $494.0K | 0.20% | −1,684−9.7% | Reduced |
| Citadel Advisors LLC | 15,689 | $496.0K | 0.00% | −3,734−19.2% | Reduced |
| GMT Capital Corp | 15,700 | $496.0K | 0.03% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 16,105 | $509.2K | 0.00% | +11,737+268.7% | Added |
| HAP Trading, LLC | 16,123 | $510.0K | 0.06% | −32,530−66.9% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 16,205 | $512.0K | 0.01% | +9,900+157.0% | Added |
| Van Hulzen Asset Management, LLC | 16,758 | $530.0K | 0.06% | +10,388+163.1% | Added |
| Ieq Capital, LLC | 16,815 | $532.0K | 0.02% | −4,748−22.0% | Reduced |
| Victory Capital Management Inc | 17,002 | $538.0K | 0.00% | −4,663−21.5% | Reduced |
| AE Wealth Management LLC | 17,091 | $540.0K | 0.00% | −15,930−48.2% | Reduced |
| Natixis | 17,099 | $541.0K | 0.00% | −12,009−41.3% | Reduced |
| Kore Private Wealth LLC | 17,500 | $553.0K | 0.09% | 00.0% | Unchanged |
| US Bancorp | 17,548 | $555.0K | 0.00% | −124−0.7% | Reduced |
| Vontobel Holding Ltd. | 17,264 | $556.0K | 0.01% | +7,722+80.9% | Added |
| Griffin Asset Management, Inc. | 17,659 | $558.0K | 0.09% | +1,148+7.0% | Added |
| Asset Management One Co.,Ltd. | 17,784 | $562.0K | 0.00% | +2,989+20.2% | Added |
| Arizona State Retirement System | 18,768 | $593.0K | 0.01% | +7,361+64.5% | Added |
| Triumph Capital Management | 19,110 | $604.0K | 0.32% | +12,416+185.5% | Added |
| Kamunting Street Capital Management, L.P. | 22,406 | $708.0K | 1.16% | −11,454−33.8% | Reduced |
| Aviva PLC | 23,208 | $734.0K | 0.00% | +20,235+680.6% | Added |
| Rafferty Asset Management, LLC | 23,710 | $750.0K | 0.01% | −930−3.8% | Reduced |
| Neuberger Berman Group LLC | 23,911 | $756.0K | 0.00% | −36,129−60.2% | Reduced |
| Tower Research Capital LLC (TRC) | 24,794 | $783.0K | 0.02% | +15,860+177.5% | Added |
| Ergoteles LLC | 27,501 | $870.0K | 0.03% | +27,501 | New |
| AtonRa Partners | 27,871 | $881.0K | 0.81% | +7,787+38.8% | Added |
| TCI Wealth Advisors, Inc. | 28,875 | $913.0K | 0.14% | +9,609+49.9% | Added |
| Centiva Capital, LP | 29,593 | $936.0K | 0.05% | +10,783+57.3% | Added |
| Maxi Investments CY Ltd | 30,100 | $952.0K | 0.68% | +6,250+26.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 30,990 | $980.0K | 0.00% | +11,007+55.1% | Added |
| Treasurer of the State of North Carolina | 31,043 | $982.0K | 0.01% | +4,101+15.2% | Added |
| Ci Investments Inc. | 31,294 | $990.0K | 0.00% | +40.0% | Added |
| Advisor Group Holdings, Inc. | 31,981 | $1.01M | 0.00% | −11,016−25.6% | Reduced |
| Royal Bank of Canada | 32,342 | $1.02M | 0.00% | −9,948−23.5% | Reduced |
| National Bank of Canada | 32,458 | $1.03M | 0.01% | +31,632+3,829.5% | Added |
| Alliancebernstein L.P. | 32,550 | $1.03M | 0.00% | +9,645+42.1% | Added |
| BIT Capital GmbH | 32,639 | $1.03M | 0.15% | −1,146,271−97.2% | Reduced |
| Baader Bank INC | 33,027 | $1.04M | 0.10% | +33,027 | New |
| Occudo Quantitative Strategies LP | 34,956 | $1.10M | 0.09% | +34,956 | New |
| Zweig-DiMenna Associates LLC | 35,050 | $1.11M | 0.22% | +35,050 | New |
| Coastal Bridge Advisors, LLC | 35,688 | $1.13M | 0.35% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 36,112 | $1.14M | 0.00% | +15,277+73.3% | Added |
| Walleye Trading LLC | 36,282 | $1.15M | 0.03% | +12,180+50.5% | Added |
| Public Employees Retirement System of Ohio | 36,538 | $1.16M | 0.00% | +11,563+46.3% | Added |
| Advisory Services Network, LLC | 37,184 | $1.18M | 0.04% | +17,086+85.0% | Added |
| Ensign Peak Advisors, Inc | 37,460 | $1.18M | 0.00% | +29,770+387.1% | Added |
| Virtu Financial LLC | 37,927 | $1.20M | 0.10% | +12,899+51.5% | 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 |
| State of Wisconsin Investment Board | 40,027 | $1.27M | 0.00% | +10,376+35.0% | Added |
| Rockefeller Capital Management L.P. | 40,448 | $1.28M | 0.01% | +33,332+468.4% | Added |
| Parallax Volatility Advisers, L.P. | 40,610 | $1.28M | 0.00% | −80,653−66.5% | Reduced |
| Wolverine Asset Management LLC | 40,874 | $1.29M | 0.02% | −35,029−46.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 41,305 | $1.31M | 0.01% | +946+2.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 43,059 | $1.36M | 0.01% | +12,778+42.2% | Added |
| Price T Rowe Associates Inc | 43,606 | $1.38M | 0.00% | +7,362+20.3% | Added |
| State of New Jersey Common Pension Fund D | 50,821 | $1.61M | 0.01% | +26,035+105.0% | Added |
| Andra AP-fonden | 57,100 | $1.81M | 0.05% | +57,100 | New |
| Invesco Ltd. | 57,880 | $1.83M | 0.00% | +24,164+71.7% | Added |
| IMC-Chicago, LLC | 59,053 | $1.87M | 0.18% | +37,190+170.1% | Added |
| Bordeaux Wealth Advisors LLC | 60,000 | $1.90M | 1.31% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 61,791 | $1.92M | 0.00% | −9,829−13.7% | Reduced |
| Mason Capital Management LLC | 61,600 | $1.95M | 0.69% | +61,600 | New |
| Cubist Systematic Strategies, LLC | 63,381 | $2.00M | 0.01% | +54,256+594.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 65,911 | $2.08M | 0.01% | +26,692+68.1% | Added |
| Wells Fargo & Company | 70,132 | $2.22M | 0.00% | −1,648−2.3% | Reduced |
| 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 |
| Optiver Holding B.V. | 71,705 | $2.27M | 0.00% | +71,705 | New |
| New York State Common Retirement Fund | 76,012 | $2.40M | 0.00% | +22,912+43.1% | Added |
| Arkadios Wealth Advisors | 76,154 | $2.41M | 0.36% | +76,154 | New |
| WMG Financial Advisors, LLC | 79,328 | $2.50M | 2.17% | +39,303+98.2% | Added |
| First Republic Investment Management, Inc. | 83,518 | $2.64M | 0.01% | −41,678−33.3% | Reduced |
| State Board of Administration of Florida Retirement System | 84,440 | $2.67M | 0.01% | +35,957+74.2% | Added |
| Raymond James & Associates | 85,865 | $2.71M | 0.00% | +34,810+68.2% | Added |
| Banque Pictet & Cie SA | 86,500 | $2.73M | 0.03% | +6,500+8.1% | Added |
| GFG Capital, LLC | 89,482 | $2.83M | 0.86% | +7,001+8.5% | Added |
| Millennium Management LLC | 93,243 | $2.95M | 0.00% | −79,655−46.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 93,525 | $2.96M | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 93,536 | $2.96M | 0.00% | −7,894−7.8% | Reduced |
| Susquehanna International Group, LLP | 97,683 | $3.09M | 0.01% | −754,336−88.5% | Reduced |